Deliverable
Technical Appraisal, Hardware costs and
budget
Finance Template
Web Appraisal
Prepared
by
Luke
Taylor
Business
Analyst
Urfan Ali
1.2
What you need to submit:
Templates are located in H:\strategic-projects\BA Procedures and Templates.
Completed
Document
Executive
Requirement
Required when submitting either Stage 0 or a Stage 1 Business Case.
Last updated: 3rd July 2014 (by Martin Fey, Senior Business Analyst, Strategic Projects Office) V24
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Summary and
Checklist
Stage 0 Business
Case
Stage 1 Business
Case
Finance Template
If the Process Owner is requesting Strategic Projects Office resources to develop a Stage 1 Business Case for a large
scale project/initiative then a Stage 0 Business Case will be required. It is not required for small scale initiatives
(value less than 25k, no Business Analysis required).
Required for either large or small scale initiatives.
Required when submitting either Stage 0 or a Stage 1 Business Case.
1.3
Who to submit final version to (large scale initiatives only):
Name/Role
When
Head of Strategic Projects Office and Senior
Prior to CRAB and Portfolio Management Group meetings that precede the Systems and
Business Analyst
Process Investment Board. Meeting schedule in H:\strategic-projects\Business Cases\01
Business Case Guidance\Meeting Schedules
Secretary to Systems and Process
At least 7 days prior to the Systems and Process Investment Board Meeting
Investment Board (in Planning)
Note: Caroline Bardrick should always be sent the final Excel spreadsheet for the Financial
Cc to Caroline Bardrick, John Hay
Template.
John Hay must be consulted on any additional ongoing software licensing costs well in
advance of the SPIB meeting where the case is to be discussed.
2.
Business Case Documentation
The Systems and Process Investment Board requires either a stage 0 or stage 1 business case depending on the type of funding you are
requesting.
Stage 0
Purpose
Content
Deliverables
Last updated: 3rd July 2014 (by Martin Fey, Senior Business Analyst, Strategic Projects Office) V24
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The Business
Analyst/Project Manager
will develop a Work Plan
and Terms of Reference
for their work. This will
be signed off by the
project lead.
Last updated: 3rd July 2014 (by Martin Fey, Senior Business Analyst, Strategic Projects Office) V24
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Stage 1
Purpose
Describes the resources (staff and funding)
required to develop either an in house or
commercial solution for either a large or small
scale initiative.
Identifies resources required to implement the
project and recurrent resources once the project is
completed.
Outlines the options explored with cost benefits.
Roles and Responsibilities
Content
The content of the Stage 1 will be similar to the
Stage 0, with the addition of:
Equality Risk Assessment1 statement if
relevant.
Detailed information about the objectives,
scope of the project, level of support, how
success will be measured and detailed
metrics.
Options appraisal and proposed process
improvements.
For in house development- detail full
cost/benefit/risk analysis for the preferred
option, as well as timescales for
development. There should be costs for both
the following where applicable:
Development by ADT
Web Design and
Development by (or
overseen by) Web Editor
team
For commercial product, indicative
cost/benefit/risk analysis for the preferred
option. If there is an element of integration
with the University web system, then the Web
Editor Team should be consulted.
The benefits above should include Service
Level Benefits if identified
Timing2, risks, dependencies and sensitivities
of the project.
Change Management implications
Service Level Assumptions In particular
Deliverables
In addition to the Stage 1
Business Case the following
are likely to be developed:
The as is and to be
(where applicable)
process maps.
For in house
development, detailed
Statement of
Requirements document
with Technical Appraisal.
Service Level
Requirements document
(to be signed off by
Service Owner and
Technical Services
Owner)
Equality risk assessment is a full consideration of how an existing or proposed policy is likely to affect people from diverse backgrounds and circumstances. It is a review of
our policies to ensure that they are not discriminating and that they are making a positive contribution to equality of opportunity. More information:
http://www.bristol.ac.uk/equalityanddiversity/era
2
The current threshold for Goods and Services is 156,442. Any one-off spend, or combined spend over a 4 year period by the University that exceeds this must go through
a formal tender process governed by the EU Public Procurement Regulations. This process is managed by Procurement and will on average take 3 - 6 months depending on
the complexity of the contract
Last updated: 3rd July 2014 (by Martin Fey, Senior Business Analyst, Strategic Projects Office) V24
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Last updated: 3rd July 2014 (by Martin Fey, Senior Business Analyst, Strategic Projects Office) V24
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