Making the Case

Have an idea you’d like to implement at Duke? Unsure how to craft the financial proposal or pitch your plans to key stakeholders?


Making the Case is a hands-on, interactive program to learn the skills needed to transform an idea into a proposal. 


Sharon Hull, MD, MPH, Director of the Executive Coaching Program and Rossi Evans, MS, Assistant Dean of Budget and Finance, have created this course to help faculty develop an idea that requires funding into a potentially successful “pitch” for that idea, including a robust business case, within the Duke system. 

Over the course of three sessions you will develop or refine a business plan for your own idea, get feedback on stakeholders to engage and questions to ask, and practice pitching your proposal to a panel of mock judges. No actual funds will be awarded as part of this program. In order to participate you must come to the first session with a program or project idea that you would like to develop. This should be an idea that you want to move forward and that requires a budgetary component. Past examples include things like starting a new program, implementing a clinical redesign effort, launching a new division or center, or proposing a new system-wide workflow redesign. Sessions will include guidance on how to use and manipulate data using excel.

Structure and Overview

Making the Case is comprised of three, sessions. Sessions are a mix of didactic instruction, online work, group discussion and presentations. In the first two sessions participants will create an effective business proposal which will then be presented during the third session.

This 7-hour course is designed to provide:

  • An overview of the financial analysis and analytical tools for creating and presenting business plans to support academic projects and programs within Duke School of Medicine and Duke University Health System.
  • A personalized, case-based project of interest to the learner, in which a financial plan and presentation are developed as part of a “pitch” meeting for a new idea.

Featured Speakers

  • Sharon Hull, MD, MPH, Director of the SOM Executive Coaching Program
  • Rossi Evans, MS, Assistant Dean of Budget and Finance
  • Susan Kline, MS, Chief Administrator, Department of Pediatrics


January/February Series: 

Wednesday, January 29, 3:00-5:00pm, DMP.2W91
Wednesday, February 5, 3:00-5:00pm, DMP.2W93
Wednesday, February 12, 2:00-5:00pm, IPE Classroom 1225

January/February Registration is closed.

August Series:

August sessions have been cancelled due to COVID-19


You must be able to attend all three sessions in order to register. Space is limited and will be available on a first-come first-served basis.

This course was created for School of Medicine Faculty who are developing an idea that requires funding into a potentially successful “pitch” within the Duke system.


Registration is only open to School of Medicine Faculty.