Investments

Business cases are produced so that governance bodies can coordinate, evaluate and prioritise potential investments in order to achieve the optimal impact on the University's strategy within a constrained funding environment. The benefits and impact of any investment therefore need to be clear, measurable and achievable.

Construction of a business case should be a collaborative endeavour. Support may be required from areas of the University including Estates, IS, Finance and People & OD, in addition to research, teaching and professional staff within Colleges. A major reason for investment applications getting declined is because relevant people across the University have not been involved or informed.

This site contains information an academic, project manager or anyone else may need to complete a business case or investment request, including:

  • the latest version of the University's Investment Application, Business Case and Discounted Cash Flow (DCF) forms,
  • guidance to assist in completing each form,
  • a flowchart detailing which University governance bodies must approve investment requests, and
  • a range of other useful documents such as the University's Investment Framework and a guide to available internal funding sources.

Over the next few months a library of best practice examples will be added (suitably redacted if required).

New for 2023 are sections on Investment Benefits, Sustainability and Change Controls / Contingency Usage. The business case templates have also been updated and refreshed (hint: if the frontsheet doesn't have a line for "author" then you are using an old version).

The links below will take you to the relevant information.

 

Last updated: February 2023