How to write a business case

29 July 2026
Summer 2026

The need for optometrists to write a business case is rising. Helen Bird finds out why, and how to write one effectively.

A longside providing clinical care, optometrists are increasingly tasked with using their powers of persuasion. “With increasing pressure on healthcare systems, optometrists are being asked to justify new services, demonstrate value and secure funding – so being able to write a clear, evidence-based business case is becoming essential,” says Acuity Clinical Editor Chris Steele FCOptom.

Whether proposing a new clinical service, expanding or redesigning a practice, applying for commissioning or introducing new pathways of care, optometrists need to make the business case effectively. Building this skill brings real professional benefits, says Chris. “It strengthens strategic thinking and financial awareness, boosts confidence when proposing ideas, and helps position optometrists as leaders and innovators.”

A well-crafted business case can also unlock investment and improve service efficiency, he says. “It positions optometrists as clinical leaders rather than just service providers. It can open doors to commissioning opportunities, leadership roles and involvement in pathway redesign, while strengthening credibility with stakeholders.”

How you approach the business case can vary depending on the aim and the setting, says Chris. “Hospital-based optometrists typically need to align plans with departmental goals and NHS priorities, focusing on cost savings and patient flow. Independent practitioners, meanwhile, have more flexibility but need to consider local demand, competition and return on investment alongside clinical outcomes.”

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