“David has a fantastic way of delivering complex issues in a very user-friendly way.”

The NHS Budget Holder's Survival Guide

Another great day running The NHS Budget Holder’s Survival Guide in Cambridge.

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

“Excellent facilitation, held my attention all day.” – Julie Taylor, Community Development Lead, Rosie Hospital

“David has a fantastic way of delivering complex issues in a very user-friendly way.” – Nerinda Evans, Deputy Chief Redesign Officer, Ispwich and East CCG

“Excellent day – really enjoyed it, learnt lots, practical, applicable. Great balance between ‘how to do it’ and practising. Brilliant facilitation.” – Lisa Nokes, Head of Nursing, West Suffolk Hospital

It’s always interesting to see how people’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 who made the day so successful.

davidbaileyfcca

“I found the presentation was very informative while keeping the whole day light and enjoyable.”

Many thanks to all the participants who attended the Contracts and Service Level Agreements event in Cambridge today. It was a pleasure to have your company.

Evaluation

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

“Very enjoyable and feel I learned a lot.” – Sarah Jane Evans, Contracts Administrator, NHS Bedfordshire
“Did think this could be a very dry and difficult session however I found the presentation was very informative while keeping the whole day light and enjoyable.” – Buddug Jones-Bennett, Contracts Manager, NHS South West Essex
“This was an excellent course which covered a day course with enthusiasm and humour.” – Mike Pym, Senior Corporate Finance Manager, East of England SHA

Resources

Here are the resources from the day:

Presentation (PDF)

Links

The Co-operation and Competition Panel – www.ccpanel.org.uk
Principles and Rules for Co-operation and Competition
Primary Care Trust Procurement Guide for Health Services
Code of Practice for the Promotion of NHS-funded services

CCP Guidelines:
Merger guidelines
Conduct guidelines
Procurement dispute appeal guidelines
Advertising and misleading information dispute guidelines

davidbaileyfcca

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

“I thought you were brilliant, probably the best trainer I’ve ever had.”

The NHS Budget Holder's Survival Guide

Another great day running The NHS Budget Holder’s Survival Guide in Essex.

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

“Thanks so much for your effort and humour. I thought you were brilliant, probably the best trainer I’ve ever had.” – Helena Falise, Health Trainer Coordinator, Anglian Community Enterprise CIC
“Each item was fully described in easy language.” – Karen Stimpson, Anglian Community Enterprise CIC
“Would recommend to all budget holders. It should be compulsory training for holders!” – Lorna Dewar, Oncology Trials Manager, Colchester Hospital University NHS Foundation Trust
“This is more than worth my 2 hour drive from Stevenage I would have gladly paid to attend this workshop (out of my own pocket).” – MJ Cruz, Community LEad, Hertfordshire Partnership NHS Foundation Trust
“Was prepared for a boring day, but thoroughly enjoyed it. Good discussion and interaction with a smattering of humour.” – Hazel Fox, Operational Manager Day Services, North Essex Partnership NHS Foundation Trust
“Great use of humour made day enjoyable.” – Penny Rogers, Head of Safeguarding, North Essex Partnership NHS Foundation Trust

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.

davidbaileyfcca

“A very good workshop and speaker kept me interested and involved.”

Many thanks to all the participants who attended the Contracts and Service Level Agreements event in Stansted today. It was a pleasure to have your company.

Evaluation

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

“Good engaging presentations.” – R Spring, Contracts Manager – Community, North East Essex PCT
“A very good workshop and speaker kept me interested and involved.” – Joanne Putt, South West Essex PCT

Resources

Here are the resources from the day:

Presentation (PDF)

Links

The Co-operation and Competition Panel – www.ccpanel.org.uk
Principles and Rules for Co-operation and Competition
Primary Care Trust Procurement Guide for Health Services
Code of Practice for the Promotion of NHS-funded services

CCP Guidelines:
Merger guidelines
Conduct guidelines
Procurement dispute appeal guidelines
Advertising and misleading information dispute guidelines

davidbaileyfcca

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

“Just more of all of it!! Very informative.”

PEP finance development

Today’s Provider Excellence Programme provided by The King’s Fund in Essex was a chance for senior NHS managers to improve their capacity for estimating large numbers and to understand the larger economic forces impacting on the country and their organisation.

Evaluation Comments

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

“Just more of all of it!! Very informative.” – Phillipa Graves, Director of Strategy, Luton and Dunstable NHS Foundation Trust
“You have demystified the jargon related to NHS funding – thank you.” – Jane Young, Lead Nurse / Clinical Nurse Manager Diabetes
“More time! Which is unusual for finance sessions!” – Julie Hichman, Deputy Director of Nursing, Basildon and Thurrock University Hospitals NHS Foundation Trust

Resources

OECD Health Report 2012

OECD Health Data 2012
OECD Health Data 2012 – How Does the United Kingdom Compare

NHS Reference Costs

2010-11 reference costs publication

NHS Costing Manual

NHS costing manual 2010-11

NHS Mandatory Tariff

Confirmation of Payment by Results (PbR) arrangements for 2012-13

Many thanks to everyone who participated in such an enjoyable day.

davidbaileyfcca

“All the things that need to be considered when costing a service.”

Costing Your Service

Many thanks to everyone who attended my Costing Your Service Workshop in Essex today. Despite a hot and noisy room it was fascinating to see the parallel needs of both commissioners and providers for high quality costing information.

Evaluation Comments

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

“All the things that need to be considered when costing a service even though the NHS Costing Manual makes no sense at all!” – Pat Harvey, Business Delivery Manager, North East Essex CCG

“Method of costing – apply in future contract negotiations with providers – have greater clarity on the provider approach / arguments.” – Victoria Sawtell, Business Delivery Manager, NHS North East Essex CCG

“Good course which I will be able to use methods taught in the future.” – Jaya Bawa, AFM, Mid Essex Hospitals NHS Trust

Resources

NHS Reference Costs

2010-11 reference costs publication

NHS Costing Manual

NHS costing manual 2010-11

NHS Mandatory Tariff

Confirmation of Payment by Results (PbR) arrangements for 2012-13

Presentation

2012-07-19 Costing Your Service Presentation

Many thanks to everyone who participated in such an enjoyable day.

davidbaileyfcca

“Really good workshop. Relevant and interactive.”

Marketing Yourself and Your Service

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 Newmarket 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):

“Excellent content, pace, style. Right balance of interaction. Very nice presentation style.” – Alasdair Drake, Consultant Gynaecological Oncology, East and North Herts NHS Trust
“Really good workshop. Relevant and interactive.” – Dr Abhijit Bagade, Consultant in Public Health Medicine, NHS Cambridgeshire
“An enjoyable day with some useful insights into marketing.” – Pat Phen, Consultant Cardiologist, Basildon and Thurrock University Hospitals NHS Foundation Trust
“Nice mix of slides, handouts etc which kept day flowing.” – Miriam Mitchell, Speech and Language Therapist, South West Essex Community 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.

davidbaileyfcca

“Another inspiring and useful session.”

Making the Business Case

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

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

“I have enjoyed today but more importantly this is helpful in improving my delivery of patient care.” – Pat Phen, Consultant Cardiologist, Basildon and Thurrock University Hospitals NHS Foundation Trust
“Another inspiring and useful session.” – Owen Chinembiri, Informatics Graduate Trainee, Mid Essex Hospital Trust
“Really enjoyed the day – and it was great attending with colleague.” – Nicola Caslin, Locality Operations Manager, Anglian Community Enterprise CIC
“It was great fun!”- Rosie McHearne, Locality Manager, Anglian Community Enterprise CIC
“Many thanks for a useful day.” – Peter King, Head of ICT, NHS South Essex
“Enjoyed the session. Have learnt a lot and come away with a lot of tools to put into practice. Feel I am more able to present a business case.” – Jaya Bawa, Finance Trainee, NHS Graduate Management Scheme
“Excellent, enjoyable, learning experience.”- Steve Stavrinou, Head of workforce, South West Essex PCT

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

davidbaileyfcca

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