“David, good as always”

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

Workshop Comments

Comments on the evaluation forms about what delegates had learnt included (reproduced with kind written permission):

“Spreadsheet modelling techniques” – Pratish Parmar, Senior CCG Management Accountant, NHS Leicester City
“Forecasting methods, use of =SUBTOTAL instead of =SUM.” – Helen Stead, Financial Accountant, NHS Nottinghamshire County
“Improved spreadsheet design adn control.” – Jon Herrick, Assistant Contracts Manager, NHS Lincolnshire
“Forecast report writing.” – Patcharee Hickman, Management Accountant, Nottinghamshire Healthcare NHS Trust
“Refresh and reminder of all the relevant methods and more importantly, all the pitfalls to avoid.” – Paula Dudley, Head of Finance, NHS Nottinghamshire
“David, good as always.” – Alison Taylor, Management Accountant, Lincolnshire Community Services NHS Trust


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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