“One of the most useful and effective development sessions I’ve had.”

The NHS Budget Holder's Survival Guide

Today was a really fulfilling day with an entertaining and challenging group attending The NHS Budget Holder’s Survival Guide in Wakefield.

Evaluation Comments

Comments from today’s event include (with written permission gratefully received from each participant):

“Good presentation. Not dry, realistic.” – Alison Richmond, Clinical Service Manager, Rotherham NHS Foundation Trust

“One of the most useful and effective development sessions I’ve had.” – Ian Golton, Associate Director, NHS England

“Really helpful and informative session delivered in a really interesting style that helped my understanding.” – Tracey Hamilton, Head of Patient Safety and Quality, West and South Yorkshire and Bassetlaw Commissioning Support Unit

“Excellent and informative course.” – Catherine Hawkes, Sister, Calderdale and Huddersfield NHS Foundation Trust

“Presentation style of David is brilliant. Very relaxed and almost sneaks complex information without much effort. Can’t believe I’ve learnt so much.” – Mem Van Beek, Resuscitation and Clinical Skills Education, Airedale NHS Foundation Trust

“Excellent course well delivered. Will recommend to colleagues. I’ll use the Seven Point Plan.” – >Joan Palmer, Site Services Manager, Sheffield Health and Social Care NHS Foundation Trust

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.

It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:
Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy

Many thanks to everyone who made the day so successful.


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