“As always very thought provoking and great facilitating methods to stimulate ideas for service development.”

Posted on 31 January 2012 by davidbaileyfcca

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 Stevenage 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. Here are just some of the comments from delegates (all reproduced with kind written permission):

“As always very thought provoking and great facilitating methods to stimulate ideas for service development.” – Liz Garood, Neuro Coordinator, Hertfordshire Community NHS Trust
“Enjoyable and interesting session, gave me lots to think about!” – Jo Catlin, SI Manager / OD PRactitioner, Peterborough and Stamford Hospitals NHS Foundation Trust
“Good session, easy to understand and relate to my role / service.” – Sandy Hastilow, Leadership and OD Administrator, NHS Midlands and East

Some of the key documents 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 such a positive day.

“Really excellent course. Would like 2 days.”

Posted on 25 January 2012 by davidbaileyfcca

Today’s event in Basildon was a chance to investigate tools and techniques to improve Forecasting and Financial Modelling in the NHS.

Get the skills to forecast confidently and improve financial control through financial modelling.
This one day interactive workshop is the essential practical introduction to the skills and knowledge needed by finance staff to be able to forecast successfully and to create robust and reliable financial models. It covers alternative methods of forecasting in the NHS and best practice in developing financial models.
The workshop is designed for finance staff with responsibility for forecasting and financial modelling. Engaging practical exercises are backed-up by simple theory to ensure comprehensive coverage of the topics. This workshop covers all the forecasting methods available to accountants, the reasons for poor forecasts and how to avoid them and a best practice guide to spreadsheet modelling.
This workshop relates to the KSF dimension G4: Financial Management.

Evaluations

Comments on the evaluation forms included (with kind written permission received from each person):

“Excellent, especially the end bit. Good material.” – Angel Herrera Hernandez, Senior Management Accountant, NHS Peterborough
“Really excellent course. Would like 2 days.” – Peter Bebbington, Peterborough Community Services
“Really good day. Well delivered as usual.” – Andy Jackson, Management Accountant, Peterborough Community Services

Resources

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

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

A simple Visual Basic Excel macro which will colour-code cells to highlight the contents of each cell with different formats:

Colour Coding Excel Macro

An Excel workbook containing some simple suggestions for spreadsheet design:

Spreadsheet Tips

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

The Forecasting Principles web site:

Forecasting Principles

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

“It’s good to have a practitioner as a trainer.”

Posted on 24 January 2012 by davidbaileyfcca

Today’s event in Stevenage was a chance to investigate tools and techniques to improve Forecasting and Financial Modelling in the NHS.

Get the skills to forecast confidently and improve financial control through financial modelling.
This one day interactive workshop is the essential practical introduction to the skills and knowledge needed by finance staff to be able to forecast successfully and to create robust and reliable financial models. It covers alternative methods of forecasting in the NHS and best practice in developing financial models.
The workshop is designed for finance staff with responsibility for forecasting and financial modelling. Engaging practical exercises are backed-up by simple theory to ensure comprehensive coverage of the topics. This workshop covers all the forecasting methods available to accountants, the reasons for poor forecasts and how to avoid them and a best practice guide to spreadsheet modelling.
This workshop relates to the KSF dimension G4: Financial Management.

Evaluations

Comments on the evaluation forms included (with kind written permission received from each person):

“Very interesting and gained good knowledge of both topics.” – Jalpy Shah, Senior Assistant Finance Manager, NHS Hertfordshire

“Time to do this is difficult to find, but time well spent. It’s good to have a practitioner as a trainer.” – Philip O’Meara, Finance Team Leader, NHS Hertfordshire

Resources

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

BPSM Best Practice Spreadsheet Modelling Standards

A simple Visual Basic Excel macro which will colour-code cells to highlight the contents of each cell with different formats:

Colour Coding Excel Macro

An Excel workbook containing some simple suggestions for spreadsheet design:

Spreadsheet Tips

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

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

“The course was excellent and David made the subject interesting and easy to understand, injected with a sense of humour. One of the best courses I have been on.”

Posted on 20 January 2012 by davidbaileyfcca

Another great day at 5 Boroughs Partnership NHS Foundation Trust running The NHS Budget Holder’s Survival Guide. To make NHS organisations financially stable there has to be a fundamental shift in the culture of financial responsibility within the NHS. To achieve this cultural change budget holders need to take responsibility for the financial position of their part of the organisation, but in order to have responsibilities they need to have some rights too. In The NHS Budget Holder’s Survival Guide training day I take budget holders through all the rights and responsibilities and skills and knowledge to improve services to patients, clients and service users.

Comments from today’s event include (with written permission received from each):

“I found today very interesting and relevant – have learnt a lot as I have not previously had any finance training.” – Karen Murch, Family Nurse Supervisor
“Very informative in a relaxed style which removed the fear / concerns about the topic.” – Lesley Berry, Acting Team Manager
“I feel a lot more confident.” – Joanna Donnellen, Ward Manager
“Excellent course, delivered in an exciting way and dry wit. I found it very interactive and practical. I will certainly be putting into practice my new knowledge.” – Hazel Hendriksen, Business Manager
“Enjoyed the day.” – Gillian Harthen, Team Manager, Macmillan Service
“The course was excellent and David made the subject interesting and easy to understand, injected with a sense of humour. One of the best courses I have been on.” – Paula McLeman, Programme Manager
“Very enjoyable session, informative but not dry.” – Viki Hunt, Therapy Operational Manager

Many thanks to everyone involved.

“Excellent training day. Interesting throughout.”

Posted on 19 January 2012 by davidbaileyfcca

Today’s event in Newmarket was a fascinating day in the company of NHS finance staff of broad experience. It was a chance to investigate tools and techniques to improve Forecasting and Financial Modelling in the NHS.

Get the skills to forecast confidently and improve financial control through financial modelling.
This one day interactive workshop is the essential practical introduction to the skills and knowledge needed by finance staff to be able to forecast successfully and to create robust and reliable financial models. It covers alternative methods of forecasting in the NHS and best practice in developing financial models.
The workshop is designed for finance staff with responsibility for forecasting and financial modelling. Engaging practical exercises are backed-up by simple theory to ensure comprehensive coverage of the topics. This workshop covers all the forecasting methods available to accountants, the reasons for poor forecasts and how to avoid them and a best practice guide to spreadsheet modelling.
This workshop relates to the KSF dimension G4: Financial Management.

Evaluations

Comments on the evaluation forms included (with kind written permission received from each person):

“Excellent training day. Interesting throughout.” – Samanthi Gibbens, Finance Manager, East and North Hertfordshire NHS Trust
“Very relevant content and useful tips and suggestions.” – Julie Martin, Senior Management Accountant, Cambridgeshire and Peterborough NHS Foundation Trust
“Really enjoyed the course.” – Sandra Edwards, Primary Care Accounts Assistant, NHS Cambridgeshire

Resources

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

BPSM Best Practice Spreadsheet Modelling Standards

A simple Visual Basic Excel macro which will colour-code cells to highlight the contents of each cell with different formats:

Colour Coding Excel Macro

An Excel workbook containing some simple suggestions for spreadsheet design:

Spreadsheet Tips

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

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

“I think more clinicians should have access to such days.”

Posted on 18 January 2012 by davidbaileyfcca

Many thanks to all the delegates who attended the Making the Business Case event in Cambourne today. It was a pleasure to have your company.

Comments from delegates included (with kind written permission from each):

“I think more clinicians should have access to such days.” - Hajwan Abu Al-Saad, SpR Anaesthesia, Addenbrookes Hospital
“Thanks very much – I really enjoyed today.” – Alistair Gaskell, Clinical Psychologist, CAMTED – Cambridgeshire and Peterborough Foundation Trust
“Very beneficial day.” – David Cohen, Locality Manager, Anglian Community Enterprise
“A very good session – David presents extremely professionally and easily understood.” – Paul Fenton, Area Director, BIS, North Essex Partnership NHS Foundation Trust

Resources

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

PDF File of the PowerPoint slides from the day.

Making the Business Case – Presentation PDF

Word documents created as pro-formas for your use:

Mission Statement Pro-Forma Word
STEEPLE Pro-Forma Word
SWOT – Pro-Forma Word

Other resources:

KPMG Business Planning Sourcebook PDF
KPMG Business Planning Sourcebook PowerPoint
NHS Capital Investment Manual – Business Case Guide PDF
Cabinet Office – Strategy Survival Guide PDF
Cabinet Office – Strategy Survival Guide – Summary PDF
Making the Business Case – Chartered Society of Physiotherapy PDF

The Green Book is HM Treasury guidance for Central Government, setting out a framework for the appraisal and evaluation of all policies, programmes and projects. It sets out the key stages in the development of a proposal from the articulation of the rationale for intervention and the setting of objectives, through to options appraisal and, eventually, implementation and evaluation. It describes how the economic, financial, social and environmental assessments of a proposal should be combined and aims to ensure consistency and transparency in the appraisal process throughout government.

The Green Book

The Magenta Book is HM Treasury guidance on evaluation for Central Government, but will also be useful for all policy makers, including in local government, charities and the voluntary sectors. It sets out the key issues to consider when designing and managing evaluations, and the presentation and interpretation of evaluation results. It describes why thinking about evaluation before and during the policy design phase can help to improve the quality of evaluation results without needing to hinder the policy process.

Magenta Book

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

David Bailey FCCA

NHS finance – development – consultancy

Monthly Archives: January 2012

“As always very thought provoking and great facilitating methods to stimulate ideas for service development.”

Some of the key documents are:

“Really excellent course. Would like 2 days.”

Evaluations

Resources

“It’s good to have a practitioner as a trainer.”

Evaluations

Resources

“The course was excellent and David made the subject interesting and easy to understand, injected with a sense of humour. One of the best courses I have been on.”

“Excellent training day. Interesting throughout.”

Evaluations

Resources

“I think more clinicians should have access to such days.”

Resources