1. Why are you developing a business case at this particular time?

2. Are you modifying an existing business case or starting a new one?

3. For whom are you developing a business case?

4. What kind of content must be included in your business case? For example, is there a template or form that you must follow?

5. Are there any other circumstances or expectations that may affect how you must develop your business case?

6. Please provide a broad description of your project design. Your project design includes the topic/issue, intended audiences, goals, objectives, strategies, activities, products/services/resources, and indicators of success.

As you describe the scope of your project design, please include some brief information (one to two paragraphs maximum) about what has been decided and also what has NOT been decided (for example, you may be at a very early stage of planning, and have only an issue, audience and broad goals).

You may also want to make some notes about planning activities that you will undertake in the future, if the project moves ahead.

7. If you have documented your project design elsewhere (e.g., in a logic model, internal planning documents, OHPP worksheets, etc.) please list the documents here, and where they can be found.

8. Please further explain your project design by identifying what will be excluded (i.e., what is out of scope) in terms of topics/issues, intended audiences, goals, objectives, strategies, activities, products/services/resources, and indicators of success.

9. Please explain the most important assumptions that you/your project team have about the project design. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your project design, the harder it will be to create a business case.

10. Please provide a broad description of your evidence base. As you describe the scope of your evidence base, please include some brief information (one to two paragraphs maximum) about what has been done with respect to a situational assessment and evidence creation/collection; what quality and quantity of evidence was/is available/generated; what definition/s (criteria) were (or will be) used when deciding what was/is acceptable evidence; and how/if the project will generate new knowledge or demonstrate a new application of knowledge.

Please also note what is NOT known or has NOT (yet) been done with respect to your evidence base (for example, you may be at a very early stage of evidence-gathering).

You may also want to make some notes about evidence-gathering activities that you will undertake in the future, if the project moves ahead.

11. If you (or another author) have documented your evidence base elsewhere (e.g., in a needs assessment or synthesis report) please list the documents here, and where they can be found.

12. Please further explain your evidence base by identifying what will be excluded (i.e., what is out of scope) in terms of evidence and evidence-gathering activities.

13. Please explain any assumptions that you/your project team have about the evidence base. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your evidence base, the harder it will be to create a business case.

14. Please provide a broad description of the various implementation roles for your project. As you describe the scope of implementation roles, please include some brief information (one to two paragraphs maximum) about who will be responsible and/or accountable for the project and who will be consulted or supportive throughout the project. You may want to make some notes about the experience and other tasks/responsibilities of people in the roles.

Please also note what has NOT been decided about implementation roles (for example, you may be at a very early stage of planning, and have only a vague idea about who would do what).

You may also want to make some notes about how implementation roles will be decided-upon (or adjusted) in the future.

15. If you have documented your implementation roles elsewhere (e.g., in internal planning documents, OHPP Project management worksheet, etc.) please list the documents here, and where they can be found.

16. Please further explain your implementation roles by identifying what roles will be excluded (i.e., what is out of scope) during project implementation.

17. Please explain any assumptions that you/your project team have about implementation roles. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your implementation roles, the harder it will be to create a business case.

18. Please provide a broad description of your resources and budget. As you describe the scope of your resources and budget, please estimate the resources (staffing, in-kind resources) and budget (dollars) that will be required to do this project properly (one to two paragraphs maximum).

Please also note what has NOT been decided about resources and budget (for example, you may be at a very early stage of planning, and have only a very broad idea about what is required).

You may also want to make some notes about resources and budget planning processes that you will undertake in the future if the project moves ahead.

19. If you have documented your project resources and budget elsewhere (e.g., in a spreadsheet, internal planning documents, OHPP Project management worksheet, etc.) please list the documents here, and where they can be found.

20. Please further explain your project resources and budget by identifying what will be excluded (i.e., what is out of scope) in terms of resource and budget.

21. Please explain any assumptions that you/your project team have about the project resources and budget. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your project resources and budget, the harder it will be to create a business case.

22. Please provide a broad description of your work plan. As you describe the scope of your work plan, please include some brief information (one to two paragraphs maximum) about what has been decided with respect to timelines, time required to do specific activities and how to deal with possible competing priorities.

Please also note what has NOT been decided about your work plan (for example, you may be at a very early stage of planning, and have only a possible start and end date for implementation).

You may also want to make some notes about work planning activities that you will undertake in the future if the project moves ahead.

23. If you have documented your work plan elsewhere (e.g., in project management software, internal planning documents, OHPP Project management worksheets, etc.) please list the documents here, and where they can be found.

24. Please further explain your project work plan by identifying what will be excluded (i.e., what is out of scope) in terms of specific work tasks.

25. Please explain any assumptions that you/your project team have about the work plan. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your project work plan, the harder it will be to create a business case.

26. Please provide a broad description about the stakeholder involvement (roles and expectations) for your project. As you describe the scope of stakeholder roles and expectations, please include some brief information (one to two paragraphs maximum) about who the primary stakeholders are and what their role is or would be in the project (e.g., core, involved, supportive, peripheral) and what they know and/or feel about this project, to date. Please include notes about how the intended audience, senior management, other people/units in your organization and others outside of the health sector will be involved.

Please also note what is NOT known about your project stakeholders (for example, you may be at an early stage of planning, and have not yet done a full scan of stakeholders).

You may also want to make some notes about stakeholder involvement activities that you will undertake in the future if the project moves ahead.

27. If you have documented your stakeholder involvement plan elsewhere (e.g., in internal planning documents, OHPP Project management worksheets, etc.) please list the documents here, and where they can be found.

28. Please further explain your project stakeholder involvement plan by identifying what will be excluded (i.e., what is out of scope) in terms of stakeholder involvement.

29. Please explain any assumptions that you/your project team have about the stakeholder involvement. It is particularly important to note your assumptions when you are at an early stage of your planning process. The less you know about your stakeholder involvement plan, the harder it will be to create a business case.