“Today was a real confidence boost. David employed quirky humour to make a dry subject really engaging.” – 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.

Evaluation Comments

“Very enjoyable and informative day. David’s presentation skills were excellent and kept the audience engaged throughout. Brilliant!!” Jayne Mullett, Operational Coordinator

“Very good and interesting course which gave me a good insight.”Bev McMahon, Service Mananger

“Easy to understand, well presented.”M Dias, Clinical Education Lead

“Delivered with good humour – very enjoyable session. Thank you.” Julie Butcher, HR Business Partner

“Very clear, informative and enjoyable.”Renganaden Pyneeandee, Senior Charge Nurse

“Fantastic, thank you.”Fiona Tearle, Urgent Care Commissioner

“All perfect. Right content and right pace.”Karen David, Team Manager, Southend Wheelchair Service

“Today was a real confidence boost. David employed quirky humour to make a dry subject really engaging.”Liz Ellis, Team 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

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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