PREPARATION OF transport business cases and appraisal of the benefits


Nov - 2019


09:00 - 17:00





This is a two day course. The 1st day of the course will equip delegates with basic skills to understand the requirements of the 5 Case Model for producing successful business cases for transport schemes.

It will cover the principles of producing business cases following guidelines from the HM Treasury’s Green Book, DfT’s WebTAG, Transport for London or Local Enterprise Partnerships.

The 2nd day of the course will equip delegates with skills to undertake appraisal of multi-modal transport schemes and improve the links between appraisal and ex-post evaluation. The course will cover the appraisal and ex-post evaluation methods and techniques, and include case studies.

The delegates will be able to bring their own examples to discuss at the course and also will learn about key points to remember whilst reviewing and scrutinising the business cases. 

Who will Benefit?

The course is suitable for those who are new to business case development and review process, transport planning profession and for experienced professionals seeking to gain the Transport Planning Professional Qualification.


Upon completion of the course, delegates will be able to:
•  understand the need and principle of producing a business case
•  learn about setting scheme objectives and the process of prioritising scheme options
•  learn about the steps of carrying out cost-benefits analysis
•  learn about the governance arrangements and techniques to manage stakeholders         effectively
•  understand about the key deliverables needed to put together a business case
•  learn about key criteria of securitising and approving business cases.


Transport planners, business case writers and reviewers, project managers, accounting officers, business analysts, portfolio management officers and team leaders

Course Content


Session 1: what, why and when?

  • What is a business case?

  • Why do we produce a business case?

  • When do we need to start developing a business case?

  • Where can we find guidance on producing a transport business case (HM Treasury, DfT, TfL or LEP)?

Session 2: Strategic fit

  • Need for intervention and objective setting

  • Identification of the expected benefits

  • Prioritisation of options and the identification of a preferred option

  • Deliverables

Session 3: Cost-benefit analysis

  • Qualitative, quantified and monetised impacts and benefits

  • Cost estimation including risk allocation and optimism bias

  • Benefit management

  • Deliverables

Session 4: Management and commercial aspects

  • Governance arrangements

  • Stakeholder management including consents and powers

  • Procurement options and analysis

  • Monitoring and evaluation

  • Deliverables

Session 5 - Checklist for scrutinising and reviewing of transport business cases

COURSE materials

The participants will be offered course materials folder and a certificate of attendance



Session 1

  • Introduction to transport appraisal

  • Purpose of ex-ante and ex-post appraisal

  • Techniques of cost-benefit analysis

Session 2

  • Proportionate appraisal

  • Environmental and health appraisal

  • Wider impact/GVA appraisal

Session 3

  • Appraisal tools

  • Treatment of risk and uncertainty in transport appraisal

  • WebTAG-based appraisal tables

  • Ex-ante appraisal case study

Session 4

  • Monitoring and evaluation

  • Ex-post evaluation methods

  • Relationship among transport modelling, appraisal and evaluation

  • Ex-post appraisal case study

Refreshment Breaks

The participants will be served with lunch, tea and coffee during refreshment breaks



Terms & Conditions

All of our courses are available for in-house training