Business planning resources

Business Planning Resources:

Making the business case template

Use to help you make the business case to senior management for more flexibility, autonomy and reinvestment in your service.

Business plan template

A template to help you strategically plan your department and its services.

Example business plans

NHS OH services share their business plans.

Key questions when planning

A useful tool to follow at the planning stage.

Financial template 1

A scenario planner.

Financial template 2

A budgeting tool enabling you to forecast income and expenditure.

Online costing tool (STEM)

STEM is a new and unique tool that is available free to full NHS Health at Work members. It enables OH managers to effectively establish the real cost of delivering complex services. NHS occupational health teams who are not members can purchase the system. Find out more here

If you require further assistance or have any questions, we have expert advice available. Contact Andrew Gilbey.

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