Planning Steps
Step Three: Advise
Table of Contents
- Before you start
- Purpose
- Print your results
- Additional sources of information to help you answer the questions on this worksheet and understand how this worksheet functions
Before you start
This is a stand-alone worksheet that does not require you to have completed earlier worksheets in the OBCC. It can be completed at any time.
However, before you summarize your strength/limitation and risk/benefit analyses into a business case, we recommend that you do the following:
- Give significant consideration to six project elements: Project design, Evidence-base, Implementation roles, Resources and budget, Work plan and Stakeholder roles and expectations. Use the worksheets and tools found in the OHPP Program Planning Steps Menu and Project Management Tools Menu to help you do this. At a minimum we recommend that you complete the Context, description, scope and assumptions worksheet on the Project Management Tools Menu. For more information about how to address these six project elements, click here.
- Complete the Step One: Assessment worksheet, or generate your own list of project strengths and limitations.
- Complete Steps Two A and B: Analyze risks and benefits worksheets.
- View or print out one or more of the outputs generated by completing the above worksheets. In particular, we think you will find the following two outputs extremely useful as you construct your answers to the questions on this Step Three worksheet.
Output 2.5 Priority strength and limitation action areas scorecard
Output 2.6 Project impact summary based on strengths, limitations and strategies
Output 2.7 Strategies to minimize risks and maximize benefits
Output 2.8 Summary of project strengths/limitations with minimization/maximization strategies
Output 2.9 Summary of overall project impacts, benefits and risks
To create these outputs in an MS Word document, click the Choose which worksheets I want to print option on the Output Menu.
Purpose
This worksheet provides space for you to summarize your strength/limitation and risk/benefit analyses into a business case.
There are two 'bundles' of questions on this worksheet. Use the Click to show/hide link to work in one bundle at a time.
The first 'bundle' is Summary of project strengths and limitations. Here you have the opportunity to summarize the strongest and weakest aspects of your Project design, Evidence-base, Implementation roles, Resources and budget, Work plan and Stakeholder roles and expectations.
The second 'bundle' is Summary of project risks, benefits and overall impact. The questions in this section allow you to summarize the most important risks and benefits related to various impact areas. Space is also provided to offer your overall best advice to the audience/s for your business case.
Print your results
Once you complete the worksheet, you may output your answers to MS Word using the Output Menu on the upper right had side of the page.
Output 3.1 Summary of business case organized by element, then organized by impact area, and finally element and impact area ratings at a glance.
To create this output in an MS Word document, click the My Answers for this worksheet option on the Output Menu.
You may also create it by clicking the Choose which worksheets I want to print option on the Output Menu.
Additional sources of information to help you answer the questions on this worksheet and understand how this worksheet functions
Worksheet Help Menu. Here you can find information about the more technical aspects of how to get information in and out of this worksheet.
Learning Centre Menu. Here you can find a link to the Online Business Case Workbook, a resource database with other planning tools and resources and sources of evidence to support work on this Step Three worksheet.
