Writing Presenting A Business Case Professor Sue Carr

Writing & Presenting A Business Case Professor Sue Carr

Where to start ? • Peoples experiences ? • Business cases you have prepared as DME/Clinical Tutor/other role? • What were the challenges ? • What did you learn ? • What would you like to take forward as a business case ?

Stage 1: Planning your case

The Basics …. Find out …. • Know which Board you need – its easy to get this wrong ! • Is there a Board template ? (get advice from the Board administrator)

The Basics …. Find out …. • Who are your Key Stakeholders on the Board? • Find a friend ? • Non-Executive Director, patient partner , Chair trainee committee • Preparation before/outside the Board is essential !

Preparation • Try to meet Key Stakeholders before the Board • Explain your case • Seek their support eetc

Planning your case

Stage 2: Planning your case • Use a “Story” where possible helps to show why the topic is important • You need a “Hook” • Align case to the organisations objectives

Stage 2: Planning your case • Try to speak the language of the Board and reflect in your illustrations

November 2017 Education Quality and Performance Update. Postgraduate Medical Education CMG Education Leads for CSI: Dr Will Adair (Imaging) and Dr Nelun Perera (Clinical Support) MADEL Funding for £……. . ( £ 12, 400 placement fee per trainee per year x 64 trainees*) * Q 4 16/17 LDA figures. Placement fees- Supervision costs, study leave, education facilities, 2017 GMC Survey Sept 2017 UHL Survey( see page 4 for more detail) 16 respondents from Imaging. The survey is generally positive in all domains (content, atmosphere and organisation). Full survey is attached for Imaging and Clinical Support (Appendices 2 &3) GMC survey CMG Actions- ( Radiology action plans attached as Appendix 1) • Radiology have reviewed the Educational Governance questions/ responses and augmented induction information and communication with trainees 16 respondents from Clinical Support. The survey is generally positive although the question below suggests that ‘atmosphere’ may be an issue in Histopathology

Safe Learning Environment 1 2 3 4 5 6 7 9 8 % CMG trainees with identified Clinical Supervisor % trainee attendance at Departmental induction Formal, timetabled handover process in place BEFORE and AFTER Nights % trainees completed UHL mandatory training Governance and Quality Medical Education Lead in the CMG Overall trainee satisfaction Education and Training Issues integrated into CMG Governance processes CMG Workforce plans in place Support & development of trainees Junior doctor forum and CMG rep on UHL Doctors in Training committee Foundation trainees able to attend mint 70% of education sessions N/A N/A Trainees are supported to access study leave Trainer Support Educational Supervisors trained for role (%) Consultants with educational roles, have these roles embedded within job plans (%) including those in wider organisation/LETB and Medical School Core and Higher level trainees able to attend at least 70% teaching sessions, Core/Higher level trainees have timetabled access to theatre lists+ out-patient clinics

Stage 3: Writing the paper • • • Briefly outline the background to the case Outline key objectives of the case Ensure you align to strategic objectives Describe your proposal Illustrate with data i. e GMC survey etc

Stage 4: Writing the paper Include an Options appraisal ? and a recommended option State benefits and gains or doing the project State the risks of doing the project/not doing it Costs – take care to find out from the right people • Get this right with help of Finance ! • Do you need any other resources – staff etc • •

Stage 4: Writing the paper • • Give clear timescales Measures of success or KPIs Include any relevant Appendices Ensure careful version control ! And documentation of events

Presenting your case • Use a “story” if possible • Take a trainee, fellow with you to give an example • This is very powerful • Make it an interesting pitch • Be concise and clear re key issues and questions you want an answer to …. What are you asking the Board to do ?

Demonstrating Return on Investment • Need to consider how you will demonstrate value to you Boards • We have tried a few techniques • Dashboard/scorecards • UHL trainee survey • Education Performance Board report • ? Risk reporting … demonstrate reduction in risk • Improvement in retention

• At University Hospitals of Leicester …… • Dashboard reports now incorporated into corporate reporting schedules (as before) • Survey data to demonstrate improvements (or not !) in KPIs • Presented to: • Trust Medical Education committee • Executive Workforce Board • Trust Board

45 40 35 30 25 20 UHL 15 10 50 5 45 0 Strongly agree Agree Neutral 40 Disagree 35 Strongly disagree 30 25 UHL 20 15 10 5 0 Strongly agree Agree Neutral Disagree Strongly disagree

Summary Do your preparation Meet key stakeholders outside the Board Use a ”story” to illustrate your point if possible Try to speak the language of the Board Make the paper – concise, clear recommendations, timelines etc Think about how you will demonstrate impact GOOD LUCK !