“It actually made accounting interesting!” – The NHS Budget Holder’s Survival Guide – Colchester

The NHS Budget Holder's Survival Guide

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

“The content and method was pitched at the right level for all audience. Would recommend this course to other budget holders.” – Sean Paulin, Locality Mananger

“A very enjoyable day made interesting by the presenter.” – Paula Hollis, Lead Midwife

“For me new into a new role within PMO thi shas provided me the skills to support my directorate budget managers – clear drivers into CIPS within my Directorate.” – Joanna Nichols, Project Manager

“Really enjoyable, engaging day. Thank you!” – Elaine McInally, Lead Nurse

“Excellent delivery. Engaging and interesting.” – Lynnbritt Brown, Associate Director

“Very well organised and run workshop. Presented in a fun and friendly way.” – Angela Evans, Contract Manager

“It actually made accounting interesting!” – Louise Boehmer, Senior Contracts Manager

“Very useful and enjoyable. Wish I’d had this sort of training earlier in my career.” – Catherine, Head of Performance

“Really enjoyable and surpassed expectations. Who knew budgets could be such fun?” – Claire Hankey, Head of Communications


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
Northern, Eastern and Western Devon CCG – Budget Holders Manual

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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