“Content and interactions excellent.”

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 Sheffield.

Evaluation Comments

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

“Content and interactions excellent.” – Angela Fairbank, Sterile Services Manager, Mid Yorkshire Hospitals NHS Trust

“Kept it as simple as he could, which helped me. Funny guy who showed he cares about the job he does and the importance of teaching it.” – Angela McGarry, Senior Sister, Airedale NHS Foundation Trust

“Never thought (as a non-mathematical person) that I would understand budgeting or even enjoy it! Really enjoyed the training. David made it understandable and fun in just one day!” – Rebecca Harper, Senior Associate: Research, West and South Yorkshire and Bassetlaw NHS Commissioning Support Unit

“Good balance of lecture / interactive group sessions. Practical and informative.” – Anita Harrison, Sister / Acting Manager, Doncaster and Bassetlaw Hospitals NHS Foundation Trust

“Excellent. Thank you.” – Christine Wallis, Childcare Services Manager, Sheffield Teaching Hospitals NHS Foundation Trust

“Very enjoyable and who knew budgets could be humorous!” – Hazel Peat, Day Nursery Principal, Sheffield Teaching Hospitals

“A very enjoyable day!” – Matt Storey, Programme Manager, Urgent Care, Leeds North CCG

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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