“Excellent course, informative, practical, will apply to next year’s forecasts.”

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

Workshop Comments

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

“Whole day was excellent – very useful.” – Christopher Smith, Finance Manager, Bradford District Care Trust

“Good workshop – excellently presented.” – Craig Housley, Finance Manager, West and South Yorkshire and Bassetlaw CSU

“Excellent course, informative, practical, will apply to next year’s forecasts.” – Nasreen Iqbal, Assistant Unit Accountant, Leeds Teaching Hospitals NHS Trust

“Really good presenter who engaged audience very well. Made hard subject enjoyable.” – Alison Needham, Head of Finance Contracting and Performance, Airedale, Wharfedale and Craven CCG

“David Bailey was a very good presenter who kept the course interesting.” – Tina Denham, Finance Analyst, Airedale, Wharfedale and Craven CCG

“Really useful. Would recommend.” – Claire Harling, Finance Manager, Airedale, Wharfedale and Craven CCG

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

Presentation from the day

Advanced Forecasting and Financial Modelling – Presentation 2014 PDF

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

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