Why create a value case?
A value case helps leadership and management understand why data modernization efforts should be prioritized. Health department leadership have competing priorities; the value case provides context and content on why data modernization should be acted upon now. During the creation of the value case, make sure to keep the health department leadership or partner’s interests in mind. Use the CDC DMI roadmap to address short- and long-term outcomes that leadership or partners might have interest in, such as interoperability, sustainability or a skilled workforce. Additionally, make sure to address concerns that leadership or partners might have such as staffing and funding and touch on where staff would be pulled from and how this work is being funded to ease the concern.
While a value case often focuses on functionality or tangible deliverables that will be achieved, the data modernization work includes a focus on workforce that can be represented in the value case. Consider describing how the workforce will be stronger and how enhanced skills and a capable workforce can add value. This will be especially useful if the data modernization team at the health department does not meet all of the qualifications and expertise outlined in the Establish a Data Modernization Team section. A fillable value case can be found in the Data Modernization Value Case section of the .
Resource: Building the business case for public health information systems
This is a detailed guide for developing the value case for data modernization work. This column describes the essential components of a sound value case and then delineates the elements of a strong business case for investing in public health information systems—an organizational imperative for the future of public health departments.
Resource: Making the value case for surveillance systems guide and worksheet
This document provides guidance on how to develop a compelling value case for surveillance programs. It includes questions to consider during the process and structure for planning team discussions.
Resource: Making the business case logic model
This model is included within the getting started section of the Public Health Informatics Profile Toolkit. The logic model includes technical and program input ideas to include within a value case to leadership.
Resource: Example public health value case
This value case has been crafted using the Project Management Institute’s business case acronym SARIE.
- S = Identify the situation
- A = Analyze
- R = Give a recommendation
- I = Implement
- E = Evaluate
The value case provided is based on a real-life example from a health department to show how a situation would be brought to leadership attention and how to leverage the problem to gain buy-in for an improvement from leadership.