Business cases that get approved

What we deliver

• Strategic Outline Case (SOC) — the case for change, strategic fit, and a long list of options.
• Outline Business Case (OBC) — shortlisted options appraised on economic, commercial, financial and management grounds; preferred option identified.
• Full Business Case (FBC) — procurement outcome, final costs and benefits, delivery and benefits-realisation plans.
• Options appraisal as a standalone piece, including cost-benefit analysis, sensitivity testing and optimism-bias adjustment.
• Economic case refresh for business cases that have stalled or been challenged.

Methods and standards

• HM Treasury Green Book and the Five Case Model — strategic, economic, commercial, financial and management cases
• Options Framework Filter — scope, service solution, delivery, implementation and funding, taking a long list to a short list defensibly
• Critical Success Factors and SMART investment objectives agreed with you before any option is scored
• Social cost-benefit analysis — Net Present Social Value and Benefit Cost Ratio at the Green Book declining discount rate
• Optimism bias adjustment applied to capital and operating costs, with the reference class stated
• Sensitivity analysis and switching values — the point at which the preferred option stops being preferred
• Distributional and place-based analysis under Green Book supplementary guidance, where the funder requires it
• Wellbeing valuation (WELLBYs) where outcomes are not otherwise monetisable
• Benefits realisation plans with named owners, baselines and measurement points

Every assumption is documented and every model is handed over in a form your own finance team can open, interrogate and re-run.

Who it is for

Local authorities and combined authorities · NHS and health partnerships · Universities and colleges · Cultural and heritage organisations · Housing providers · Any organisation bidding into a public funding programme that requires Green Book compliance.

How it works

1. Scoping call and document review — we tell you which case you need and what evidence gaps exist.
2. Stakeholder engagement and data collection.
3. Options long-list and short-list workshops with your team.
4. Economic, financial and commercial modelling.
5. Draft for review; revisions; final document and presentation to your board or committee.

Why CSR Host

We have applied Green Book methodology for over a decade across culture, regeneration, community infrastructure and energy. Our economists build the models in-house, so the numbers and the narrative come from the same people.