“Many thanks David. Exceptional.” The NHS Budget Holder’s Survival Guide – Southampton

The NHS Budget Holder's Survival Guide

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

“Excellent workshop for me as I have very little experience in budget management and now feel much more confident in my new role.”Fern Heavyside – Service Manager

“Relaxed approach, excellent delivery, gained confidence.”Algela Hobbs, Service Delivery Manager

“Many thanks David. Exceptional.”Terry Tran-Nguyen, Programme Manager

“David was really funny, interesting excellent day.” Debbie Zimmerman, Head of Service


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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