1. Better Business Cases “Investing for change” Overview

2. Background Cabinet Treasury response Visibility of future decisions
Confident investment decisions
Treasury response
Portfolio management
Business case development

3. BBC Overview Why better business cases?
What is a Better Business Case?
What is expected?
Who needs to be involved?

4. BBC Overview When does it apply? State sector-capital
Canterbury Recovery
National Land Transport Programme
Auckland Plan
Tertiary Education
Local Government
Good practice

5. The 5 case model and the process

6. Any business case addresses 5 key questions:
The 5 Case Model
Any business case addresses 5 key questions:
Is there a compelling case for change?
Does the preferred investment option optimise value for money?
Is the proposed deal commercially viable?
Is the spending proposal affordable?
How can the proposal be delivered successfully? 6

7. The 5 Case Model The 5 key elements of good practice business cases
Compelling case for change - strategic fit & business needs
Strategic
Achievable and can be successfully delivered
Management
Economic
Preferred option optimises value for money
Financial
Commercial
Affordable within available funding
Commercially viable 7

8. Portfolio or programme
The pathway of the phased BBC process can be used to select which type of business case best delivers the required decision/s
Strategic Assessment
Portfolio or programme S
Planning and scoping
The level of emphasis of each of the five cases depends on the type of business case
Programme Business Case S E C F M
Confirm fit with strategy and need to invest
Confirm case for change, preferred programme, project tranches, funding
Project/s (Large scale and/or high risk)
Strategic Assessment S
Indicative Business Case S E C M F
Detailed Business Case S E C F M
Implementation Business Case S E C F M
Confirm fit with strategy and the need to invest
Confirm way forward with short-listed options (consider non-traditional procurement)
Confirm best value
for money option, outline potential deal and delivery plan, assess affordability.
Confirm supplier offering best value, detailed commercials, confirm affordability. detailed management and delivery arrangements
Strategic Assessment S
Project/s (Other)
Single Stage Business Case S E C F M

9. Planning the Better Business Case Right sizing effort – the scoping document

10. Scoping document- types of questions asked
What previous decisions have been made
Right sizing the capacity/capability of the team
Right sizing the effort
Right sizing the engagement (assurance and stakeholders)
What decision is being sought

11. Business Case Capability
Stakeholder Management
Content
e.g. service delivery
Assurance and Decision Making
e.g. monitoring function
Business Case e.g. cost/benefit analysis
Change mgmt
e.g. stakeholder engagement
Stakeholder
Focus
Subject Matter
Governance
Influence
Empower
Mass Communication
Co-production
High
Power and Influence
Change Impact
Low
High
Project Management

12. Where to get support

13. Where do I get support-on the website ?
Overview information
Quick Reference Guide
Presentation
Scoping document (programme or project)
Detailed information for each type of business case:
Scoping document, to agree effort
Guidance booklets, to understand the standard
Word Template, to write the business case
Power point “one pager”, to present the business case
Links to related processes

14. Where do I get support-book on line ?
Training programme
(Monthly in Auckland, Wellington, Christchurch)
Bi-monthly Hamilton/Rotorua
Foundation Course (knowledge-half day) free
Practitioners Course modules 1 and 2 (skills-2 full days) cost
Reviewers Course (skills-full day) cost
Tailored support
Training for high priority public sector organisations
Executive intensive session(45 minutes) free

15. The national evaluation and way forward

16. 2013 2013 National Evaluation and way forward
Evaluation findings
Public Sector Organisations
Minister of Finance
Way Forward
Improve capability of the priority public sector organisations
Add case studies and webinar communities of practice
Expert Pool pilot
Organisational capability pilot
Provide advice to improve reviewer capability
Develop the long term plan