“A really useful day with skills to take away and use in the workplace.”

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


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

“A really useful day with skills to take away and use in the workplace.” – Emma Kriehn-Morris, Finance Business Partner, Queen Elizabeth Hospital, Kings Lynn
“A really useful and informative day. Thank you.” – Karen Johnson, Commissioning Implementation Manager, NHS Suffolk
“Presenter was very good – dry sense of humour!” – Serena Chirodian, Financial Modeller CSS, NHS Norfolk and Waveney
“Content was good and accurate and presented in context of application.” – Rachel Seeley, Senior Information analyst, NHS Suffolk


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


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

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