“Pitched brilliantly at the right level of information.” – The NHS Budget Holder’s Survival Guide – Cambridge

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Cambridge today.

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 delivering 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

Evaluation Comments

“Very enjoyable way to learn about a dry subject. Excellent engaging presentation style. Good interactive learning exercises that helped to explain theory in a practical manner.” – Archie Kaul-Mead, Deputy Service Manager, Colchester Hospital University NHS Foundation Trust

“Great day, thank you.” – Casia Calka, Programme Co-ordinator, Health Education England

“Pitched brilliantly at the right level of information.” – Roisin Reade, Service Lead for Early Supported Discharge, Anglian Community Enterprise

“I thought this might be boring – it was excellent, thoroughly enjoyable, thought provoking and a great start and introduction to this subject.” – Anna Ellis, Acting Voluntary Services Manager, Cambridge University Hospitals NHS Foundation Trust

Many thanks to everyone who made the day so successful.


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