“Very good approach of individual exercises, team exercises and up front presentation.”

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

Workshop Comments

Comments on the evaluation forms included (reproduced with kind written permission):

“Very useful, thanks” – Helen Blackmon, Senior Financial Analyst, NHS England
“Thoroughly enjoyed the day and gave me food for thought.” – John Bromfield, Finance Manager, Cornwall Partnership NHS Foundation Trust
Very informative course, lots of interesting ideas and techniques.” – Zoe Brocklebank, Financial Accountant, South West Ambulance Service NHS Foundation Trust
“Really good presentation.” – Peter Rowe, Management Accountant, South Western Ambulance NHS Foundation Trust
“Really good presentation and content. Hope to see David again on other events (managed to stay awake:) )” – Julia Murden, Finance Officer, Kernow CCG
“Fantastic day. Thanks.” – Matt Lowe, Financial Performance Accountant, North Bristol Trust
“Very good approach of individual exercises, team exercises and up front presentation.” – Michael Stone, Senior Financial Analyst, NHS England

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

Presentation from the day

Forecasting and Financial Modelling Presentation Handout PDF

davidbaileyfcca

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

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