“Really excellent course. Would like 2 days.”

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.

Phil Cunnington on “Brilliantly engaging! Who knew NHS Finance could be fun? Really clever and straightforward explanations of previously elusive financial and economic jargon. Thanks!” – Clinical Directors’ Programme – The King’s FundAn exceptional presentation which made the rather complex and mysterious world of NHS finance clearer. Gave a view of finance and the need to engage with all parties that should be a prerequisite for any clinical and manager.
Sophia on “David is an exceptional trainer. His Making the Business Case is worth the time investment. He is logical, convincing, authentic and an expert in the subject.” – Making the Business Case – NottinghamThank you David again for the training on Making the Business Case - I have will be distributing my learning to our team to use in future Business Case Development. It was a fantastic day!
Jamie on “David is an exceptional trainer. His Making the Business Case is worth the time investment. He is logical, convincing, authentic and an expert in the subject.” – Making the Business Case – NottinghamThank you David for making the "Making the Business Case" training informative and structured. I really enjoyed this course and I have already started using knowledge from your training in my day to day role. Thank you
Jeff on The Budget Holder’s Survival GuideGreat course in Derby. I go to a lot of these sorts of training sessions. This session wasn't remotely dry despite the subject matter. Kept us engaged and interested throughout. Very informative, very well facilitated. Will be recommending to others.
Lynda Furness on ”Great interactive course. Simple to understand and relevant.” – Report Writing – NottinghamDavid Thank you for a great day on report writing course
Suzanne Taylor on “Yet another excellent course. Very informative and practical.” – Making the Business Case – CambridgeNHS budget holders guide, delivered in an easy to understand way, with humour thrown in for good measure.
Carole on The NHS Budget Holder’s Survival Guide – BookDear David Is there an updated version of the NHS Budget Holders Survival guide? The only version I can find was published in 2002 ( Amazon).
Mohamed Amin on “Yet another excellent course. Very informative and practical.” – Making the Business Case – CambridgeDear David, Thank you for yet another thought stimulating course. I was very impressed by your approach on the course last year, hence attended again. Your analytical skills and the way you teach them are highly appreciated. I have never ever been taught (including on my MBA), how to do a SWOT analysis in the way you taught us on the course.
Onika Patrick-Redhead on “Yet another excellent course. Very informative and practical.” – Making the Business Case – CambridgeNot only did I value the course I felt that David really connected and delivered a fantastic session, it was detailed and informative. I would recommend his course. Step by step on how to do an efficient business case.

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Evaluations

Resources

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