“This workshop should be mandatory for NHS Budget holders.” – The NHS Budget Holder’s Survival Guide – Nottingham

The NHS Budget Holder's Survival Guide

Many thanks to everyone who attended The NHS Budget Holder’s Survival Guide in Nottingham at Trent Vineyard 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.

Comments from the Day

“Found the course was beneficial and informative. Handout at the end of the course was information which could be used within your working environment.” – Sharon Manton, Assistant Contract Manager

“Thank you for a brilliant training session :)” – Lisa Nettleship, Human Resources Manager

“This workshop should be mandatory for NHS Budget holders.” – Sarah Cooper, Specialty General Manager

“Great day which has given me a good insight and a little more knowledge of how to interpret my budget. Could do with this on a regular basis to keep it fresh in my head. Really enjoyed it. Thank you David – you are very enthusiastic and make a dry subject more enjoyable!! :)” – Cathie Fletcher, Adult Lead Resuscitation Officer

“A day well spent. David succeeded in making a perceived ‘dry’ subject interesting and entertaining. By the end of the day all objectives were met. I shall leave here enthused for my next meeting with finance.” – Julie Scattergood, Professional Head of Admin and Secretarial Services

“A very helpful and informative introduction to budget management. Excellent presentation skill by David and good examples from the NHS.” – R Manton, Risk Manager

“Great presenter! Great interaction and engagement. Level (personally) excellent, amount of content spot on, good space between sessions and breaks. Right length time, well monitored to keep on track / to timetable. Pitched at a great level, lots of opportunity for questions. Particularly like focus on case studies / activities. Excellent practical actions to take forwards – feel very empowered now! Look forward to meeting my accountant in the morning!! :)” – Ali Raynor, Operational Manager

“Great trainer, made a dry subject fun and related to current practice.” – Charlene Roe, Manager Cancer Clinical Trials Team

“Pitch and level perfect.” – John Campbell, Chief Perfusionist

“The session was very informative, timed perfectly and not what I expected! – in a good way :) kept me interested and engaged.” – Rehnaaz Dodya, Practice Manager

“Very informative, very simple to understand.” – Saiful Choudhury, Business Development Manager


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. Feel free to leave a review below in Leave A Reply. Thank you.


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