“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

“A finance masterclass that is engaging, clear and very well delivered.”

A very pleasurable day today at The King’s Fund in central London with participants in the Provider Excellence Programme. It’s always a challenge when NHS managers take on a Board position and the range of development and support events customised specifically to the needs of senior leaders of NHS providers is quite limited. It’s been a pleasure for me to design a customised programme to deal with the real need to get managers and finance staff to engage in constructive dialogue.

Objectives

The objectives of the programme are:

By the end of the workshop, you will be able to:

  • Use NHS finance terminology to communicate effectively with finance.
  • Make coherent financial and economic cases for new ways of working.
  • Lead change by confidently identifying the effects of service transformation.
Comments

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

“A finance masterclass that is engaging, clear and very well delivered.” – Christine Watts, Director of Communications and Engagement, Mid Essex Hospital Services NHS Trust

“Excellent day, challenging and thought-provoking insight into the often challenging world of finance.” – Mark Radford, Chief Nursing Officer, University Hospitals Coventry & Warwickshire NHS Trust

“Eye-opening – clarity on the mysterious world of finance and how to navigate the way to make informed judgements and ask the right questions for the benefit of patients.” – Amanda Baugh, Acting Chief Operating Officer, Birmingham Children’s Hospital NHS Foundation Trust

“I used to think finance was an exact science. I now understand it is much more about ethics, judgement and professional opinion. I shall be much more challenging in the future!” – Sandra Brennan, Director of Quality and Executive Nurse, Worcestershire Health and Care NHS Trust

“It made me think differently about accountancy and finance as a matter of professional judgement in presenting a true and fair representation of the use of resources. It was a blast – thank you!” – Mike Chapman, Director of Commercial & Service Development, North Essex Partnership NHS Foundation Trust

“A very helpful and straightforward reminder that finance needs to be made easily understood and transparent to be of benefit and optimise its value.” – Keith Loveman, Executive Director – Finance and Performance Improvement, Hertfordshire Partnership NHS Foundation Trust

“David has dispelled several myths for me today. I am much more comfortable with finance-speak.” – Karen Ward, Director of Operations,Luton and Dunstable Hospital NHS Foundation Trust

“Today has made sense of the murky world of finance. Now I feel confident to question and challenge the Board and executive papers.” – Dawn Wardell, Director of Nursing & Quality, George Eliot Hospital NHS Trust

“Fantastic Day – the complicated made simple. Thank you!” – Lisa Anastasiou, Director of Workforce and Development, North Essex Partnership

Resources

2013-03-12 Provider Excellence Programme – Presentation PDF

It was a pleasure to meet you all. Please do keep in touch.

davidbaileyfcca

“Excellent course for me – based at perfect level for a newcomer to NHS contracting.”

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:

“Presenter delivered material with good sense of humour.” – Sally-Ann Riegel, Finance Manager, East and North Hertfordshire NHS Trust
“Thought provoking and amusing. Very good presenter – knew the system and buttons to press!” – Christine Ratcliffe, Head of Acute Contracts, South Essex Cluster
“Excellent course for me – based at perfect level for a newcomer to NHS contracting.” – Carral Watkins, Finance Assistant, North Essex Partnership NHS Foundation 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.

“Decision-making process was very useful and eye opening!”

Making the Business Case

Many thanks to all the participants who attended the Making the Business Case event in Essex today. It was a pleasure to have your company despite the heat and the noise.

Evaluation

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

“Very good presentation with plenty of interactive work.” – Tanya Spencer, Business Support Accountant, South West Essex Community Services

“Decision-making process was very useful and eye opening!” – Pat Harvey, Business Delivery Manager, North East Essex CCG

“Brilliant. Learnt a lot.” – Tim Bunting, NHS Graduate Scheme, NHS Institute for Innovation and Improvement

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.

“Both enjoyable and informative!”

Today’s event in Braintree 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):

“Both enjoyable and informative!” – Steven Giles, Financial Controller, South East Essex PCT
“Interesting workshop. Will make me think about how I currently work and improvements I can make.” – Natalie Brodie, GP Finance Lead, Basildon and Brentwood CCG, South Essex Cluster
“Very informative.” – Dean Chittenden, Resource and Finance Assistant, South West Essex Community Services
“Content relevant and useful for my day to day role.” – Kerry Carter, Senior Management Accountant, South West Essex 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

davidbaileyfcca

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

“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.

“Very good session. I am impressed.”

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 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 written permission):

“Very good session. I am impressed.”Vitelian Ikadeshi, Staff Nurse, North Essex Mental Health Partnership
“Very useful workshop.”Owen Chinembiri, Informatics Trainee, Mid Essex Hospital Trust
“Excellent workshop.”Dr S Bhan Kotwal, Consultant
“A very practical useful day. Lots of tools and information given that can be taken back into the workplace.”Laura Parker, Early Supported Discharge for Stroke Manager
“It was an enjoyable and interactive day that enabled me to understand and realise that my service needs marketing.”Ijeoma Adele, Deployment Assurance Manager, NHS East of England
“An entertaining delivery and thought provoking day.”Kevin Whiteley, Improvement Support Administrator, Enable East
“Thanks for an enjoyable day.”Lee Matthews, Physio Team Lead, 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