“Very engaging facilitator.” – The NHS Budget Holder’s Survival Guide – Stansted

The NHS Budget Holder's Survival Guide

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

Evaluation Comments

“It really is an excellent day. I wish I had done it sooner!” – Karen Crossan, Clinical Midwifery Manager, James Paget University Hospitals NHS Foundation Trust

“Very engaging facilitator.” – Lisa Poynter, Lead for Safeguarding Adults, Anglian Community Enterprise

“Great interaction and humour. You have demystified budgets and the language used. Thank you. Brilliant day.” – Debbie Kelly, Interim Service Manager Children’s Nursing, Hertfordshire Community NHS Trust


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

I wish you luck in implementing your Action Plan. Do let me know how you get on. 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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