“Very good approach of individual exercises, team exercises and up front presentation.”

Today’s event in Exeter was a chance to investigate tools and techniques to improve Forecasting and Financial Modelling in the NHS. Many thanks to everyone who attended and made the day so interesting and challenging.

Workshop Comments

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

“Very useful, thanks” – Helen Blackmon, Senior Financial Analyst, NHS England
“Thoroughly enjoyed the day and gave me food for thought.” – John Bromfield, Finance Manager, Cornwall Partnership NHS Foundation Trust
Very informative course, lots of interesting ideas and techniques.” – Zoe Brocklebank, Financial Accountant, South West Ambulance Service NHS Foundation Trust
“Really good presentation.” – Peter Rowe, Management Accountant, South Western Ambulance NHS Foundation Trust
“Really good presentation and content. Hope to see David again on other events (managed to stay awake:) )” – Julia Murden, Finance Officer, Kernow CCG
“Fantastic day. Thanks.” – Matt Lowe, Financial Performance Accountant, North Bristol Trust
“Very good approach of individual exercises, team exercises and up front presentation.” – Michael Stone, Senior Financial Analyst, NHS England

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

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

Clare Allen on The NHS Budget Holder’s Survival Guide – BookI would be beneficial to read this book in the future.
Phil Cunnington on “Brilliantly engaging! Who knew NHS Finance could be fun? Really clever and straightforward explanations of previously elusive financial and economic jargon. Thanks!” – Clinical Directors’ Programme – The King’s FundAn exceptional presentation which made the rather complex and mysterious world of NHS finance clearer. Gave a view of finance and the need to engage with all parties that should be a prerequisite for any clinical and manager.
Sophia on “David is an exceptional trainer. His Making the Business Case is worth the time investment. He is logical, convincing, authentic and an expert in the subject.” – Making the Business Case – NottinghamThank you David again for the training on Making the Business Case - I have will be distributing my learning to our team to use in future Business Case Development. It was a fantastic day!
Jamie on “David is an exceptional trainer. His Making the Business Case is worth the time investment. He is logical, convincing, authentic and an expert in the subject.” – Making the Business Case – NottinghamThank you David for making the "Making the Business Case" training informative and structured. I really enjoyed this course and I have already started using knowledge from your training in my day to day role. Thank you
Jeff on The Budget Holder’s Survival GuideGreat course in Derby. I go to a lot of these sorts of training sessions. This session wasn't remotely dry despite the subject matter. Kept us engaged and interested throughout. Very informative, very well facilitated. Will be recommending to others.
Lynda Furness on ”Great interactive course. Simple to understand and relevant.” – Report Writing – NottinghamDavid Thank you for a great day on report writing course
Suzanne Taylor on “Yet another excellent course. Very informative and practical.” – Making the Business Case – CambridgeNHS budget holders guide, delivered in an easy to understand way, with humour thrown in for good measure.
Carole on The NHS Budget Holder’s Survival Guide – BookDear David Is there an updated version of the NHS Budget Holders Survival guide? The only version I can find was published in 2002 ( Amazon).
Mohamed Amin on “Yet another excellent course. Very informative and practical.” – Making the Business Case – CambridgeDear David, Thank you for yet another thought stimulating course. I was very impressed by your approach on the course last year, hence attended again. Your analytical skills and the way you teach them are highly appreciated. I have never ever been taught (including on my MBA), how to do a SWOT analysis in the way you taught us on the course.

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Workshop Comments

Resources

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