“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

“It was a very good course, well presented and interesting.”

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

Evaluation

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

“The use of exercises encouraged thinking and analysis of processes.” – Matthew Sary, Management Accountant, NHS Norfolk and Waveney
“It was a very good course, well presented and interesting.” – Amanda Browne, Assistant Director of Finance, Cambridgeshire Community Services NHS Trust

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.

“Very interesting. Our emerging CCGs, the clinical directors and locality chairs need to attend this course.”

Costing Your Service

Many thanks to everyone who attended my Costing Your Service Workshop in Luton today. It was a pleasure to have the company of such a vibrant mix of clinicians, managers and accountants to look at all aspects of costing services in the NHS. It was particularly interesting 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):

“Thank you for a varied, interesting training day. I’ve learnt lots.” – Julie Irving, IT Training Manager, Norfolk and Suffolk NHS Foundation Trust

“Very interesting. Our emerging CCGs, the clinical directors and locality chairs need to attend this course.” – Nicky Bannister, Commissioning Manager Palliative and End of Life Care, Bedfordshire CCG

“Excellent – no improvements! Good use of examples – good to relate theory to practice. Good to network – most important!” – Sally Shaw, Team Leader, Cambridgeshire Community Services NHS Trust

“Glad to have a trainer with a sense of humour!” – Sue Mills, Transformation Manager, Hertfordshire Community NHS Trust

“Thank you for another extremely well presented and informative course. You make the course easy to understand for non-finance staff.” – Emma Eday, IT Project Manager, East and North Hertfordshire NHS Trust

“Excellent course and presentation. Very engaging.” – Marc Bijoux, Finance Analyst, East and North Hertfordshire 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

“It was an excellent day. David was very easy to understand and explained everything brilliantly.”

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

Evaluations

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

“Very good interactive day.” – Sonya Carey, Bedford Hospitals NHS Trust
“Very good presenter.” – Layla Larham, Management Accountant, Bedford Hospital NHS Trust
“Lots of great and useful info. Great communication – enjoyed the day and learnt loads.” – Alan McClean, Management Accountant, Cambridgeshire Community Services
“Really enjoyed the course. David kept it interesting and funny / enjoyable.” – Steve Gill, Project Accountant, NHS Bedfordshire
“Really enjoyed today. Liked the friendly style of training.” – Luba Findrova, Assistant Financial Accountant, NHS Bedfordshire
“It was an excellent day. I have learnt a lot that I will be able to incorporate into my job. David was very easy to understand and explained everything brilliantly.” – Gina Manning, Management Accountant, NHS Bedfordshire

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.