“A very useful session – pitched at right level.”

Posted on 20 February 2012 by davidbaileyfcca

The Board’s role in ensuring adequate financial controls are in place has never been more important to the NHS. This lively and informal session identified key issues board members must address to give assurance that financial stability will be maintained, risks will be identified and that policies and procedures promote good governance.
Financial jargon and understanding financial reports was covered in detail in practical workshop sessions and the event closed with ‘Ten Questions to ask your Director of Finance’.

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

“Excellent session.” – Julia Brown, Managing Director, Enfield Community Services
“Really good.” – Maria Da Silva, Chief Operating Officer, Whittington Healthcare
“A very useful session – pitched at right level.” – Lynn Saunders, Director of Business Development, Lewisham Healthcare NHS Trust
“Questions were very good.” – Murray Keith, Director of Strategy & Business Development, Central London Community Healthcare NHS Trust

Resources

Here are the resources from the day:

Code of conduct: code of accountability in the NHS – 2nd rev ed – DH Publication
A Guide to Finance for Hospital Doctors – Audit Commission Report
Learning the Lessons from Financial Failure in the NHS – Audit Commission Report July 2006
NHS Foundation Trust Accounting Officer Memorandum – Monitor 17 April 2008
2012-02-20 The Board’s Role in Financial Control – Presentation Slides (pdf)
Jargon – 15 Jargon words or phrases in NHS Finance (pdf)

Ten Questions to ask your Director of Finance:

Many thanks to everyone involved. Please feel free to get in contact if you have any queries or would like some support.

“A very engaging speaker who actually made me feel interested and excited about NHS finance.”

Posted on 16 February 2012 by davidbaileyfcca

A pleasurable day working on the Children and Young People’s Improving Access to Psychological Therapies Service (CYP IAPT) Leads Programme being delivered at Salford Cognitive Therapy Training Centre. It is part of The Children and Young People’s IAPT Project. The Children and Young people’s IAPT Project asked universities and teaching providers (HEIs) to link up with local CAMHS partnerships to come together to transform their local CAMHS. I was involved in submitting a successful bid for one partnership to transform services. It’s therefore a pleasure to follow up this work with being engaged to train service leads in business skills to transform their services.

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

“Excellent. Well done.” – Helen Macmahon, Service Line Manager, Derbyshire Healthcare Foundation Trust
“Very informative, good presentation and much enjoyed. Thank you.” – Scott Lunn
“Made a very (potentially) complex area seem easy and learning was fun.” – Sandra Embling, Operational Manager, Central Manchester Hospitals Trust
“A very engaging speaker who actually made me feel interested and excited about NHS finance.” – Sara Barnes, Service Transformation Lead CYPIAPT, Pennine Care NHS Trust

Resources

Here are the resources from the day:

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

Many thanks to everyone involved.

“A really informative session which challenged my knowledge and understanding.”

Posted on 10 February 2012 by davidbaileyfcca

Oxford Health NHS Foundation Trust is a Trust going places as it expands its services from being a specialist mental health trust to integrate community services. Today’s The NHS Budget Holder’s Survival Guide was timely reminder of the continuing need for targeted financial training for managers and clinicians on all aspects of budgeting and finance..

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

“A really informative session which challenged my knowledge and understanding.” – CMHT Manager
“Time went quickly. Thank you. Your manner and humour made the data more interesting and easy to understand.” – Team Leader
“The day was very interesting, useful and enjoyable. Went in a flash!” – B Hanscomb, CMHT Manager
“Extremely good day. Very informative.” – Mary James, Day Centre Manager
“Excellent – thank you.” – Sarah Hill, Deputy Manager
“Well facilitated session – kept interest in a difficult subject.” – Jo Maddin, Team Manager

Many thanks to everyone involved.

Downloads

HM Treasury – 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

OECD Health Data 2011

How Does the United Kingdom Compare

“Excellent day – brilliant facilitator. The most interesting and informative financial study day – very relevant to role going forward.”

Posted on 6 February 2012 by davidbaileyfcca

Another great day at 5 Boroughs Partnership NHS Trust running The NHS Budget Holder’s Survival Guide.

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

“Very informative. Really makes you think.” – Debbie Simon, Tissue Viability Lead
“Really engaging style, made dry subject very interesting!” – Jean Parr, Provider Transformation Lead
“Excellent day – brilliant facilitator. The most interesting and informative financial study day – very relevant to role going forward.” – Bernie Carr, Locality Nurse Manager

It’s always interesting to see how staff’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades doing 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.

Many thanks to everyone involved.

“Brilliant session.”

Posted on 1 February 2012 by davidbaileyfcca

Another great day at Imperial College Healthcare NHS Trust running The NHS Budget Holder’s Survival Guide. It’s always a pleasure to visit Hammersmith Hospital, although the closeness of Wormwood Scrubs prison is always a little off-putting. I’ve been involved in running all guises of the Effective Ward Manager Programme and previously the Charge Nurse Programme.

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

“It was a very good and interesting day.” – Anna Spearpoint
“I had no idea before the workshop. Now I will be able to sit in my meetings and not be scared.” – J Brown, Senior Staff Nurse
“Well organised and very good activity.” – E. Delmar, Senior Staff Nurse
“Thoroughly enjoyed the whole day and particularly the last exercise.” – Trish Ames, Sister
“Brilliant session.” – Lynn Drury, Ward Manager

Many thanks to everyone involved.

“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 undestood – 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

Magenta Book

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

“This has been an excellent, highly informative course.”

Posted on 16 December 2011 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 Wyboston Lakes 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):

“This has been an excellent, highly informative course, which I will be able to apply in my current and future roles in the NHS. I look forward to attending future training days.” – Katherine Joel, Community Commissioning Manager, NHS North East Essex
“Excellent” – Neil West, Associate Director, SEPT
“The workshop was well structured and applicable to the variety of professionals in the room.” – Mayuri Dave, Principal Speech and Language Therapist, Hertfordshire Community Health Services

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 enjoyed the style of presentation, interaction / role play.”

Posted on 16 December 2011 by davidbaileyfcca

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

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

“Really enjoyed the style of presentation, interaction / role play. Would attend another course.” – Sara Howlett, Provider Development Manager, NHS Midlands and East
“For a novice in all financial dealings and understanding I f>eel today’s workshop has given me the understanding to ask effective questions to impact future delivery of my services.” – Mayuri Dave, Principal Speech and Language Therapist
“Really enjoyed the day, helped me as a finance member of staff realise how alien finance-speak is to other managers.” – Pollyanna Jones, Senior Finance Project Manager, NHS Hertfordshire

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

Magenta Book

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

“I would recommend this course to anyone who wants to get to grips with budgets!”

Posted on 2 December 2011 by davidbaileyfcca

Today was another chance to change the culture of the NHS one budget holder at a time – this time in Bedfordshire at the invitiation of NHS East of England. Here are some of the evaluation comments (reproduced with kind written permission):

“Really enjoyed course, will recommend to other staff.” – Louise Barker- Devereux, Chief Superintendent Radiographer, West Hertforshire NHS Trust
“Brilliant – David Abbot, Service Manager, Hertforshire Partnership NHS Foundation Trust
“I need now to consolidate all learnt. Many thanks for the guide and principles to work to.” – Lynda Fitzgerald, Assistant General Manager, Bedford Hospital NHS Trust
“Very good! Thank you.” – Vivien Kilgour, CBUM, Bedford Hospital NHS Trust
“An excellent course that was very informative and engaging. I would recommend this course to anyone who wants to get to grips with budgets!” – Kirsty Dance, Office Manager, Papworth Hospital NHS Trust
“I had a very nice day and learnt a lot.” – Simon Mannall, Domestic Services Office Manager

Many thanks to everyone involved for such a positive day.

“Interesting thought stimulating day.”

Posted on 1 December 2011 by davidbaileyfcca

Making an effective business case is an essential skill for health service managers and clinicians. I’ve been running Making the Business Case for many years after reading, writing and judging NHS business cases for even more years.

Comments from today’s event included (with kind written permission):

“Interesting thought stimulating day. Approachable instruction.” – S Kiernan, Consultant Nurse, Enfield Community Services

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

Magenta Book

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

“Difficult subject made fun.”

Posted on 21 November 2011 by davidbaileyfcca

Buckinghamshire is an interesting and diverse county and so are its people. The same holds true of its health service workers who attended The NHS Budget Holder’s Survival Guide at The Clare Foundation in Saunderton today.

Download a Programme

Evaluation Comments

Here are some of their comments on the day, reproduced with kind written permission:

“Today has been much more informative than I expected and enjoyed this session. The overall presentation was good structured and David made it very easy to understand. Very informative.” – Sheila O’Callaghan, Dispensary Manager
“Enjoyable session.” – Sarah Crag, Midwife
“I am not directly involved in budgeting but the information was really interesting. I could now think how to improve to use budget effectively.” – Asha Mathew, Chemo / Haem Team Leader
Thank you for an interesting day, excellent! – Ellen Hope, Team Lead SCPHN
Difficult subject made fun. – Lisa Knibbs, OPD Services Manager
“Could have done with having this day a couple of years ago.” – Chris Handy, Continence Team Lead

The NHS Budget Holder’s Survival Guide one-day workshop is the essential practical introduction to the skills and knowledge managers and clinicians need to benefit their patients by successful use of their budgets. It covers all aspects of budgets and budgetary control in the NHS. It is designed for budget holders at all levels and for those who deputise for, or are likely to become budget holders in the future. No prior knowledge is assumed. Engaging practical exercises are backed-up by simple theory to ensure comprehensive coverage of all the basics. No unnecessary jargon is used.

Please get in touch if you would like to host an event in your organisation. Please use the Contact Me page. Thank you.

Success in Children and Young People’s Psychological Therapies

Posted on 18 November 2011 by davidbaileyfcca

Over the past three years I’ve been involved in many successful tenders for clinical services. I’ve written Pre-Qualification Questionnaires and completed Invitation to Participate in Dialogue and final Tender documentation. I’ve worked closely with clinicians and managers to challenge their service models and document organisational structures, service models and care pathways.

Most recently I’ve been working for NHS South Central, the University of Reading and Oxford Health NHS Foundation Trust on Improving Access to Psychological Therapies (IAPT) for Children and Young People. I’m delighted to say that our collaborative was one of only three in the country to be funded in phase one of the introduction of children’s IAPT.

The University of Reading and Oxford Health NHS FT have joined to be a collaborative for CAMHS IAPT (Child and Adolescent Mental Health Services Improving Access to Psychological Therapy). It will cover Oxfordshire, Buckinghamshire, Swindon, Wiltshire, Bath and North East Somerset, Bournemouth, Poole, Dorset and Gloucestershire.

The partnership is one of three areas in phase one of the children’s IAPT; the others are in London and Manchester.

The Children and Young People’s IAPT project is a new strand within the overall IAPT Programme. Its initial focus will be on anxiety and depressive disorders and conduct disorder for children under 18.

The funding will be used to train practitioners to use Cognitive Behavioural Therapy for anxiety and depression and implement a parenting programme for children with conduct disorder.

Care Services Minister Paul Burstow said: “We’re breaking new ground with this investment in children’s mental health. We’re working with young people and staff to start to change the way mental health is delivered by the NHS.

“Half of those with mental health problems first experience symptoms by the age of 14, and three quarters before their mid-20s. This pioneering work will focus on early and effective treatment. We know psychological therapies work. Our aim is to transform existing mental health services for children so our children get the best treatment possible, from services that are more responsive to their needs.”

Here’s Professor Roz Shafran discussing the programme: Roz Shafran – IAPT mental health support for young people

Congratulations to all involved. I’m proud to have played a part in challenging, organising, costing and submitting this successful bid for much needed and groundbreaking funding.

“I have just done a business case and now I can see what I left out and how I could have written it more clearly.”

Posted on 17 November 2011 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):

“Thoroughly enjoyable day on a subject I expected to be quite dry.” – Ijeoma Adele, Deployment Assurance Manager, NHS Midlands and East
“A very useful worthwhile day.” – Maureen Spencer, Manager, East of England Ambulance Service
“I have just done a business case and now I can see what I left out and how I could have written it more clearly.” – Anna Capasso, EAC Manager
“Excellent and relevant to work (whatever part of NHS Trust that happens to be).” – Marcus Hayward, Service Operations Manager
“I look forward to your next one!” – Helena Baxter, Associate Director, Sustainable Hospital Programme, Hinchingbrooke Healthcare NHS Trust
“I didn’t think I could stay awake in this workshop but I did :) Thank you for a very useful and helpful workshop.” – Vicky Demonteverde-Robb, Service Improvement Facilitator, Cambridge University Hospital NHS Foundation Trust
“Very engaging and informative. Thank you!” – Olivia Stewart, Operations Manager (Graduate Trainee), Bedford Hospital
“Enjoyable and highly relevant content.” – Elizabeth Garrood, Co-ordinator and Project Lead for Rare and Rapidly Progressing Neurological Conditions, Hertfordshire Neurological Service

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

Magenta Book

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

David Bailey FCCA

NHS finance – development – consultancy

Category Archives: Development Events

“A very useful session – pitched at right level.”

Resources

Ten Questions to ask your Director of Finance:

“A very engaging speaker who actually made me feel interested and excited about NHS finance.”

Resources

“A really informative session which challenged my knowledge and understanding.”

Downloads

“Excellent day – brilliant facilitator. The most interesting and informative financial study day – very relevant to role going forward.”

“Brilliant session.”

“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

“This has been an excellent, highly informative course.”

“Really enjoyed the style of presentation, interaction / role play.”

Resources

“I would recommend this course to anyone who wants to get to grips with budgets!”

“Interesting thought stimulating day.”

Resources

“Difficult subject made fun.”

Download a Programme

Evaluation Comments

Success in Children and Young People’s Psychological Therapies

“I have just done a business case and now I can see what I left out and how I could have written it more clearly.”

Resources