Finance for Non-Finance – The NHS Budget Holder’s Survival Guide – Birmingham

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Birmingham today.

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades delivering finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.

Resources

It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy

Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

davidbaileyfcca

“Loved it – very enriching and full of ideas and models” – Marketing Yourself and Your Service – Cambridge

Marketing Yourself and Your Service

In the NHS, marketing does not always seem relevant. After all, isn’t it just about selling and advertising?
Today’s Marketing Yourself and Your Service workshop in Cambourne near Cambridge was a fascinating insight into how useful many of the marketing techniques used outside the NHS can be in creating a patient-led NHS and in ensuring equity of service delivery. If we truly believe in the public service values of the NHS then we must all focus on the patient and client perspective. Marketing can help us do this.

Comments from delegates include (all reproduced with kind written permission):

“Enjoyable course. Good content, good presentation.” – Kaeron Dudson, Transformation Manager

“Excellent interesting course.” – Claire Langley, Occupational Therapist

“Excellent. Loved it – very enriching and full of ideas and models.” – Daniela Capasso, Clinical Midwifery Manager

The key documents from the day are:

The Chartered Institute of Marketing: The real NHS: the benefits of a marketing approach
Presentation Slides: Presentation
Handouts: Questionnaires – Service and Self Assessments

Many thanks to everyone for participating in such a positive day.

davidbaileyfcca

“Great presentation – engaging, fun, well explained.” – The NHS Budget Holder’s Survival Guide, Chelmsford

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Chelmsford today.

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades delivering finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.

Comments from the Day

“Great presentation – engaging, fun, well explained. Thank you for the calculator.” – Martyn Firth, Team Leader, Ipswich Hospital NHS Trust

“Really comprehensive.” – Graham Caunce, Change Project Manager, Southend University Hospital NHS Foundation Trust

“Informative, useful, took a lot of ‘mystery’ out of the ‘spaghetti’.” – Jane Mooney, Sister, Gynaecology

“Excellent day. Delivery of potentially boring content was fabulous, keep everyone engaged all day.” – Vanessa Thorpe, Senior Registered Nurse

“I really enjoyed today and feel so much more confident. Thanks ever so much.” – Nicola Foreman, Clinical Lead for Children’s Occupational Therapy. Cambridgeshire Community Services

Resources

It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy

Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

davidbaileyfcca Posted in Development Events | Tagged , , , , , | Leave a reply

“This workshop should be mandatory for NHS Budget holders.” – The NHS Budget Holder’s Survival Guide – Nottingham

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Nottingham at Trent Vineyard today.

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades delivering finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.

Comments from the Day

“Found the course was beneficial and informative. Handout at the end of the course was information which could be used within your working environment.” – Sharon Manton, Assistant Contract Manager

“Thank you for a brilliant training session :)” – Lisa Nettleship, Human Resources Manager

“This workshop should be mandatory for NHS Budget holders.” – Sarah Cooper, Specialty General Manager

“Great day which has given me a good insight and a little more knowledge of how to interpret my budget. Could do with this on a regular basis to keep it fresh in my head. Really enjoyed it. Thank you David – you are very enthusiastic and make a dry subject more enjoyable!! :)” – Cathie Fletcher, Adult Lead Resuscitation Officer

“A day well spent. David succeeded in making a perceived ‘dry’ subject interesting and entertaining. By the end of the day all objectives were met. I shall leave here enthused for my next meeting with finance.” – Julie Scattergood, Professional Head of Admin and Secretarial Services

“A very helpful and informative introduction to budget management. Excellent presentation skill by David and good examples from the NHS.” – R Manton, Risk Manager

“Great presenter! Great interaction and engagement. Level (personally) excellent, amount of content spot on, good space between sessions and breaks. Right length time, well monitored to keep on track / to timetable. Pitched at a great level, lots of opportunity for questions. Particularly like focus on case studies / activities. Excellent practical actions to take forwards – feel very empowered now! Look forward to meeting my accountant in the morning!! :)” – Ali Raynor, Operational Manager

“Great trainer, made a dry subject fun and related to current practice.” – Charlene Roe, Manager Cancer Clinical Trials Team

“Pitch and level perfect.” – John Campbell, Chief Perfusionist

“The session was very informative, timed perfectly and not what I expected! – in a good way :) kept me interested and engaged.” – Rehnaaz Dodya, Practice Manager

“Very informative, very simple to understand.” – Saiful Choudhury, Business Development Manager

Resources

It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy

Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

davidbaileyfcca

“Superb presenter – presenting a potentially ‘dry’ subject in an informative way with humour.” – Payment by Results In A Nutshell

Payment by Results

Many thanks to everyone who attended my Payment by Results In A Nutshell event today – it was a pleasure to have your company.

The objectives of the day were that by the end of the workshop participants would be able to:

  • Understand the reasons for introducing PbR
  • Explain the PbR process from treatment to payment
  • Identify the importance of accurate clinical coding
  • Explain the way in which the Tariff works

Evaluation Comments

“Superb presenter – presenting a potentially ‘dry’ subject in an informative way with humour.” – D. Thomson, Service Provider Manager

Workshop Materials

Here are the materials from the day together with links to all the topics covered.

2016-08-16 Payment by Results – In A Nutshell PDF

NHS Reference Costs
https://www.gov.uk/government/collections/nhs-reference-costs
https://www.gov.uk/government/publications/nhs-reference-costs-2014-to-2015

NHS Tariff
https://www.england.nhs.uk/resources/pay-syst/
https://www.gov.uk/government/publications/nhs-national-tariff-payment-system-201617

Patient Choice
https://www.gov.uk/government/publications/the-nhs-choice-framework

ICD10
http://www.who.int/classifications/icd/en/

davidbaileyfcca

Effective Clinical Director – London

A Practical Guide to developing your skills as an Effective Clinical Director – For Clinical Directors, Aspiring Clinical Directors, and Medical Directors Responsible for their Development on Friday 1 July 2016 at the Hallam Conference Centre, London.

It was chaired Dr Umesh Prabhu, Medical Director at the Wrightington, Wigan and Leigh NHS Foundation Trust.

My section of the day covered:

  • understanding the clinical director’s financial governance role
  • building your relationship with your accountant
  • finding the financial rules which govern your management of budgets
  • reviewing your directorate’s finances

The full conference brochure is here: Clinical Director July 2016

Effective Clinical Director 2016

This was a very positive event with comments on the conference including:

“Excellent.”

“Good intro to CD.”
“It is good and the topic and handouts are excellent.”
“V good.”
“Very good value for money.”

Comments on my session included:

“Good, open informative.”
“Helpful overview, thank you.”
“Really good-best session of the day.”

The King’s Fund – Senior Clinical Leaders Programme

Big Numbers - Senior Clinical Leaders

I’ve worked with The King’s Fund for many years, delivering the finance elements of their board and senior leader programmes across the country, including for medical directors and GP commissioners. It was a pleasure to present the Senior Clinical Leaders Programme for The King’s Fund. It’s fascinating to look at how little we all know about the workings of the UK economy and to compare that to our knowledge of the economic workings of our own individual NHS organisations.

The Treasury YouTube channel contains short but fascinating excerpts from speeches, notable figures and research into taxpayer knowledge.

Balance of Payments
The Balance of Payments problem the UK has suffered for many years in shown in the Office for National Statistics ONS figures:

ONS: Balance of Payments

The Budget
This short video explains why the Treasury holds a Budget each year. It includes archive footage of six former Chancellors on Budget day:

Budget 2016 – a link to the Budget
Budget 2016: documents – the Budget in full

OECD Health Report 2014
OECD Health Statistics- Health Statistics 2016

Office for National Statistics
Expenditure on Healthcare in the UK, 1997-2013

Presentation
2016-06-29 Senior Clinical Leaders Programme – Big Numbers

Many thanks to all who attended. Feel free to Leave a Reply with your review of the day.

davidbaileyfcca

“Engaging and witty style, great content with wide range of NHS examples.” – The NHS Budget Holder’s Survival Guide – Goole

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Goole today.

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades delivering finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.

Comments from the Day

“Engaging and witty style, great content with wide range of NHS examples.” – Tracy Launchbury, OD Manager, Yorkshire Ambulance NHS Trust

“Thank you for a very interesting, educational day – the content will definitely help me be a better informed budget holder.” – Jackie Cole, Locality Director, Yorkshire Ambulance NHS Trust

“Excellent content and deliver.” – Julie Southwell, Administration Manager, York Teaching Hospital

“David was an excellent presenter, kept it interesting and informative. Thank you.” – Jan Wright, Waiting List Manager, York Teaching Hospital

“A really good, interesting, useful day. Thank you.” – Anthea Thompson, Deputy Directorate Manager, York Teaching Hospital

“Excellent presentation; enabling rich learning and enabling me to make better decisions.” – Matthew Varley, Yorkshire Ambulance Service

Resources

It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy

Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

davidbaileyfcca

Advanced Forecasting and Financial Modelling – Finance Skills Development – Pontefract

Advanced Forecasting

Today’s event in Pontefract was a chance to investigate tools and techniques to improve Advanced Forecasting and Financial Modelling in the NHS. Many thanks to everyone who came and made the day so interesting and challenging.

Resources

Here are the resources from the day – please use the Username and Password given to you to access them – thank you!

The Linear Exponential Smoothing Forecasting Spreadsheet model – Advanced Forecasting Model – davidbaileyfcca – production v2 XLSX file
10 Step Method for Forecasting using Linear Exponential Smoothing PDF file

A copy of the authorised version of the Best Practice Spreadsheet Modelling Standards. The Spreadsheet Standards Review Board is the body that develops and maintains the Best Practice Spreadsheet Modelling Standards. The SSRB was established by BPM Analytical Empowerment Pty Ltd to bring together the best spreadsheet modelling skills from around the world in order to develop and gain general acceptance for comprehensive and universally applicable Best Practice Spreadsheet Modelling Standards:

BPSM Best Practice Spreadsheet Modelling Standards

Principles, Techniques and Practice of Spreadsheet Style by Philip L. Bewig — July 28, 2005:

How do you know your spreadsheet is right?

Spreadsheet Modelling Best Practice by Nick Read and Jonathan Batson – April 1999:

IBM Spreadsheet Modelling Best Practice

CIMA’s review of In-year Financial Forecasting in the NHS from 2007:

In-year Financial Forecasting in the NHS – CIMA

Presentation from the day:

Advanced Forecasting and Financial Modelling Presentation Handout PDF

If you would like to leave a review of the day, please Leave A Reply below. Thanks.

davidbaileyfcca

Please get in touch if you would like any further resources or information.