“Fantastically presented. Well pitched. Good, appropriate use of interaction. “

Finance Skills

Many thanks to the managers and doctors who attended my two day Finance Skills event in Manchester. It was a pleasure to have your company and particularly pleasurable to have some challenge and robust debate.

Comments from Participants

“Fantastically presented. Well pitched. Good, appropriate use of interaction. Very enjoyable and very useful. Thank you.” – Dr Adam Moreton, Junior Doctor Medical Advisor, NHS North West

Resources

Here are the resources from the day – please use the Username and Password emailed to you to access them – thank you!

PDF File of the PowerPoint slides from the day.

Finance Skills – Presentation PDF

Links

Supply2health – PCT procurement portal for clinical services

Other background resources:

Audit Commission – Achieving First Class Financial Management PDF
NHS Executive – Directions on Financial Management in England PDF
Cardiff Business School – History of Costing, Funding and Budgetary Control in UK Hospitals PDF
House of Commons – Financial Management in the NHS PDF
Audit Commission – World Class Financial Management PDF

Reforms information:

Procurement Guide for Commissioners of NHS-Funded Services – Author: System Management & New Enterprise Division, Publication date: 30 July 2010. The Procurement Guide provides guidance to commissioners on the use of procurement as a mechanism for securing new contracts and identifying the best placed provider, whilst making best use of scarce commissioning resources and ensuring compliance with Law. It is one of several system management tools and guidance documents and is also referenced in the Principles and Rules for Cooperation and Competition.
Transactions Manual The Transactions Manual is a system management tool introduced in the 2008/9 Operating Framework. The Manual has been developed jointly with Monitor to support best practice amongst providers of NHS services, commissioners, Strategic Health Authorities (SHAs) and their respective advisers as they develop transactions within the UK health economy. The transactions covered by the Manual are acquisitions, divestments or disposals, demergers, joint ventures, franchises and statutory mergers.
Any Qualified Provider
Operational guidance to the NHS – extending patient choice of provider – This document provides guidance to providers and commissioners on implementation of the Government commitment to extend patient choice of provider.
Supply2health AQP Resource Centre – Q&A and guidance

NHS Costing

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

Please feel free to get in contact.

davidbaileyfcca

“Fantastic course, finance in a language I could understand – at last!”

Finance Skills

Many thanks to the Guy’s and St Thomas’ NHS Foundation Trust managers and clinical leaders who attended my two day Finance Skills event in Peckham. It was a pleasure to have your company and particularly pleasurable to have some challenge and robust debate.

Comments from Participants

“Fantastic course, finance in a language I could understand – at last!” – Terri Forward, Service Manager, Guy’s and St Thomas’ NHS Foundation Trust
“I valued the time with the group and the discussions David facilitated on this subject. I leave the room with an enthusiasm to engage on finances more readily. David, thank you very much!” – Angela McCrae, Head of Specialist Regional Rehabilitation and Foot Health Services, Guy’s and St Thomas’ NHS Foundation Trust
“Good 2 days. Learnt lots. Relaxed atmosphere. Thank you.” – Philipsia Greenway, Transformation and Integration Programme Manager, Guy’s and St Thomas’ NHS Foundation Trust
“Excellent course – would recommend to others. Very practical application of managing allocated finance within your area of responsibility.” – Naledi Kline, Head of Nursing, Guy’s and St Thomas’ NHS Foundation Trust
“Customised workshop for teams would be helpful. Never thought I could have enjoyed finance training so much. Breath of fresh air. Thank you very much.” – Bajoy Martin, Performance Lead AWLD, Guy’s and St Thomas’ NHS Foundation Trust

Resources

Here are the resources from the day – please use the Username and Password emailed to you to access them – thank you!

PDF File of the PowerPoint slides from the day.

Finance Skills – Presentation PDF

Other resources:

Audit Commission – Achieving First Class Financial Management PDF
NHS Executive – Directions on Financial Management in England PDF
Cardiff Business School – History of Costing, Funding and Budgetary Control in UK Hospitals PDF
House of Commons – Financial Management in the NHS PDF
Audit Commission – World Class Financial Management PDF

Department of Health Links:

NHS Costing Manual
Reference Cost Guidance
2010-11 Reference Costs Publication

Please feel free to leave your Comments.

davidbaileyfcca

“Will help me to understand, collaborate and work effectively.”

Finance Skills

Many thanks to the Public Health staff who attended my two day Finance Skills event in Central London. It was a pleasure to have your company and particularly pleasurable to have some challenge and robust debate.

Resources

Here are the resources from the day – please use the Username and Password emailed to you to access them – thank you!

PDF File of the PowerPoint slides from the day.

Finance Skills – Presentation PDF

Other resources:

Audit Commission – Achieving First Class Financial Management PDF
NHS Executive – Directions on Financial Management in England PDF
Cardiff Business School – History of Costing, Funding and Budgetary Control in UK Hospitals PDF
House of Commons – Financial Management in the NHS PDF
Audit Commission – World Class Financial Management PDF

Please feel free to leave your Comments.

davidbaileyfcca

New *Free* Events in Yorkshire and the Humber

Yorkshire and the Humber SHA have been successfully running my programmes for finance staff and for clinicians and managers for many years. Their latest programme is out now and includes the following events:

An Appreciation of NHS Finance – 6 September 2011 – St Gemma’s Hospice, Leeds
The NHS Budget Holder’s Survival Guide – 6 June 2011 – Cedar Court Hotel, Wakefield
The NHS Budget Holder’s Survival Guide – 7 June 2011 – The Parsonage Hotel, York
Finance Skills for Healthcare Managers – 28 and 29 June 2011 – Cave Castle Hotel, Hull
Making the Business Case – 27 June 2011 – The Source, Sheffield
Making the Business Case – 7 September 2011 – Cedar Court Hotel, Wakefield

Bookings should be made online at www.fsdnetwork.com
Bookings are available approximately two months before the event.
Please contact Fiona Wieland with any queries at fiona.wieland@hdft.nhs.uk

Comments from previous participants:

“Excellent! Great interaction and very interesting content & funny! David is a brilliant speaker!”
“He was brilliant and explained very well. The session was interactive with us working in groups to answer questions. He took a logical approach and explained every detail satisfactorily.”
“David is an excellent, engaging presenter. Good explanations of subjects.”
“Very good presenter, skilled at encouraging audience participation.”
“Great presentation, easy to understand and informative. Warm, friendly and very approachable.”
“Excellent overview of NHS finance pitched at the right level.”

davidbaileyfcca

“Excellent session, hugely beneficial. Superb facilitation style used by David.”

The NHS Budget Holder's Survival Guide

I’ve had a long association with the NHS Graduate Schemes. I greatly enjoyed participating in Assessment Centres to recruit new Graduate Scheme Trainees and had fun managing Finance Management Training Scheme Trainees.

It was a real pleasure therefore to be invited to run a day on finance for a mixture of scheme members from different years.

Here are just some of the overwhelming comments:

“It was a truly excellent day.”Beata Malonowska, Organisational Development and Learning Facilitator
“Fantastic. Very relevant, practical teaching.”Jude Connolly, MTS
“Very useful for general managers. Useful and practical.” - Amy Hughes, Informatics
“Practical exercises were really helpful.”Rupi Dev, MTS
“Thank you David.”Simon Pizzey, Informatics
“I’m looking forward to receiving my budget now.”Laura Brannon, MTS
“Excellent session, hugely beneficial. Superb facilitation style used by David.” - Max van Nieuwkerk, HR

Thanks to all involved for such a positive day.

davidbaileyfcca

“Great, should be compulsory for new managers in NHS.”

Finance Skills

Two days of Finance Skills For Healthcare Managers in Wakefield with an enthusiastic group of managers and clinicians was a wonderful way to get back into the swing of things after the summer holidays. Here are just some of their kind comments on the event:

“Great, should be compulsory for new managers in NHS.” – Project Manager
“Relevant, informative course. Nicely paced and delivered.” – Ward Sister
“For the first time I am looking forward to my budget meeting. What a challenge!” – Ward Sister
“Good all round course that explains the minefield of accounting in the NHS. Well delivered and tailored round the needs of the group.” – Service Manager
“Well presented and excellent balance of humour and information. Right balance of group and individual.” – Deputy Business and Service Manager
“A very useful and interesting 2 days. I would definitely encourage colleagues to attend. Thank you.” – Service Manager, Health Visiting
“Clinicians generally have limited knowledge about financial issues within their area of practice and its potential impact on service delivery. David utilises a simple, practical and hands on approach to supporting an understanding of this process. I recommend this course to clinicians of all grades. As an essential skill that they ought to have. Very good course.” – Consultant Psychiatrist / Clinical Director

davidbaileyfcca

“Held my attention completely”

Finance Skills

I always love delivering events in Doncaster. Apart from the great venue at the Doncaster Rugby Football Club and the excellent shopping at The Village, it’s the warmth of the people that makes the difference. I’ve just delivered the two-day Finance Skills event and the following is some of the feedback received:

“Excellent training and learnt more than expected. It was very interesting with lots of interaction and involvement.
“I wish this had been available when I first became a manager. My decisions would have been better informed.” - General Manager
“Really enjoyable two days. Excellent presentation, held my attention completely.” - Deputy Head Biomedical Scientist
“I am currently on the NHS General Management Graduate Scheme. At present the only finance training we receive is a basic introduction. This course should be offered to all GM MTS trainees because it gives fantastic insight and UNDERSTANDING to finance – that on reflection of what I have learnt I don’t see how the GM MTS can be expected to work in managerial roles without.” - Assistant Business Manager
“Great 2 days. I have leant so much. I have been a budget holder for more than 10 years. I wish I had done a course like this earlier to have helped me understand budgets.” - Clinical Manager / Matron
“Very engaging, enjoyable two days. Made what can be interpreted as a bit grim exciting and interesting. Very easy to understand.”General Manager, Theatres

Finance Skills for Healthcare Managers - Programme

davidbaileyfcca

Finance Skills – CHB

Finance Skills

There’s something about an organisation in transition that makes spending time with staff more vibrant – the unsettling nature of organisational change and the need to ensure services are maintained make everyone’s minds more focussed. It was a pleasure to spend two days with staff from Community Health Buckinghamshire going through topics such as costing in community services, saving money and economic decision-making. Thanks to all for such a warm welcome.

davidbaileyfcca

Up and Down the City Road

Finance Skills

One of the things I love about open access courses is the mix of delegates – people from a diverse range of backgrounds, acute, mental health and community with a range of professional backgrounds, both clinical and non-clinical – who all share the same goal of improving services to patients, clients and service users. Today I’m just off the City Road in central London (star of the children’s nursery rhyme ‘Pop Goes the Weasel’ (Up and down the City Road, In and out The Eagle, That’s the way the money goes, Pop goes the weasel). It’s a pleasure to have such a committed group.

One aspect of my Finance Skills workshop is that because it takes place over two days and because group numbers are kept deliberately small we are able to cover what delegates need in the priority that they need it. This is no ‘course-in-a-box’ but an entirely customised event based upon the needs of the delegates rather than the material of the trainer.

‘Weasel’ is Cockney rhyming slang for ‘Weasel and Stoat’ or ‘coat’ – the sort of Sunday best coat or suit from when people would have had only one decent set of clothes. Popping meant pawning. ‘Pop Goes the Weasel’ is therefore about having no money to buy food or drink and having to go to the pawn shop to pawn your best clothes to get money to live. Let’s hope that after two days on Finance Skills none of my delegates will ever have to resort to that in order to run their departments!

‘That’s the way the money goes…’

davidbaileyfcca