This page provides a brief overview on the inclusion of benefits and measures in improvement business cases, focusing on the different phases of the Business Case Approach (BCA):
The guidance on each of these business cases phases should be read in conjunction with the high-level step-by-step guidance on how to select benefits and measures.
Read step-by-step guidance on how to select benefits and measures
The point of entry (PoE) involves discussion and agreement on the approach and effort required to progress an investment proposal, including:
Benefits and measures shouldn’t be specifically developed at this stage, but if the PoE has come out of another process, such as a regional land transport plan (RLTP) or an investment logic map (ILM), any benefits included in those documents should be considered and recorded in the PoE with other relevant information.
The strategic case is about defining and understanding the problem or opportunity and showing there will be substantial enough benefits to justify investment to investigate the problem further.
The strategic case is more focused on benefits rather than measures, though measures can be included if they are identified:
All businesses cases need to have a strategic case section, but sometimes is initially developed in a standalone phase. Where a standalone strategic case is developed, documentation occurs outside of Transport Investment Online (TIO). This means that benefits and measures developed in a strategic case will need to be manually transferred into TIO at the next phase (programme business case or other activity business bases).
Read step-by-step guidance on how to select benefits and measures
Find out more about the strategic case phase
The process of selecting benefits and measures is the same for all these BCA phases, except that:
If the business case has grown out of another business case (such as a PBC or, the IBC in the case of a DBC), or planning document (such as an AMP), you will need to consider the benefits and measures from the previous process and decide whether to accept or refine them. whether you need to further refine them.
Benefits and measures are used in the assessment tools that can assist with choosing the preferred option (optioneering) and assessment as part of business case development.
Find out more about benefits in optioneering and priorisation
Benefits and measures are required in several sections of the business case document:
All details all details about benefits and measures for the preferred option are required to be directly entered into TIO.
Read step-by-step guidance on how to select benefits and measures
Find out more about the BCA on the Waka Kotahi website