Presentation on theme: "Indicative Business Case"— Presentation transcript:
1 Indicative Business Case NZ Treasury 24 February 2014Strategic Case:Economic Case:Financial Case:Need to InvestInvestment Objectives and Case for ChangeInitial Options AnalysisIndicative CostsDimension of Choice:Potential Choices by DimensionStatus QuoScope:what levels of service and coverage are possible?Describe the status quoPreferred choice within the dimensionList the clear needs for investing in change. List:• key drivers (problems or opportunities)• root causes and effects of problems.Objective 1:…..What you are seeking to achieve?Existing arrangementsSummarise the current state.Business NeedsDescribe the business gap, the difference between the current state and the desired future state.ScopeWhat degree of change is required to successfully achieve the objective? What is a core must have? What is desirable, aspirational or out of scope?BenefitsIf the objective is successfully achieved, who will benefit, how and how we measure the gain (or loss)?RisksWhat contingent events could impact on the achievement of the objective?Constraints & dependenciesWhat are the limiting parameters within which the investment must be delivered? What other actions outside the scope does success depend on?Short-listed Options by Dimension:Whole of Life CapitalWhole of Life Operating$..... to $.....Service Solution:How can services be delivered?Describe the status quoCarried forward to the short-listPreferred choice within the dimensionStrategic ContextService Delivery:Who can help us?Describe the status quoPreferred choice within the dimensionInsert a summary of the organisational overview, operating environment and how the investment proposal aligns to relevant Government, regional, sector and organisational strategies.Implementation:When can services be delivered?n/aPreferred choice within the dimensionCarried forward to the short-listObjective 2:To …………Existing arrangementsBusiness Needs…………………Funding:How can it be funded?Describe the status quoPreferred choice within the dimensionAffordability and Funding: Provide an initial assessment of the overall affordability of the short-listed options and possible funding sources and requirements.The Preferred Way Forward: Insert a description of the 3-5 short-listed options, including the preferred way forward.Objective 3:To …………Existing arrangementsBusiness Needs…………………CommercialCase:The Potential Deal: For each of the short-listed options, provide an initial assessment of the commercial viability of the proposal, both in terms of attractiveness to potential suppliers and in terms of providing long-term value for money to the organisation. What is the procurement strategy and approach?201420152017Strategic Assessment completed dd mmm yyyyGateway 0 ……Management Case:2016Approval SoughtIndicative Business Case due dd mmm yyyyGateway 1…..Design and build phase: due dd mmm yyyy …..Detailed Business Case due dd mmm yyyyGateway 2 …..2018Procurement phase: due dd mmm yyyyRFP …..Gateway 3 …Implementation plan …Contract closeProgramme Business Casecompleted dd mmm yyyyAchievability: Insert a brief description of the project management strategy and planning arrangements required to ensure successful delivery. Provide an initial assessment of the capacity and capability of the organisation to implement each of the short-listed options taking into account readiness and available resources.