“Really worthwhile day and presented in a fantastic, engaging way.” – 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

“Really worthwile day and presented in a fantastic, engaging way. Very helpful and could really use further support to embed over time.” – Kristie Young, Service Manager – Medical Specialities and Acute Medicine

“All very good, very worthwhile and informative.” – Julia

“It was very good.” – Julie Swinburne, Contract Support Manager

“Very useful and enjoyable for what could have been a dry topic.” – Julie Bates, MSK Matron

“Thank you David. Great presenter and I felt that I learnt a lot from a subject that can sometimes be a little dry.” – Josey Garratt, Surgery Matron

“Well structured day.” – Sarah Shah, Lead Nurse


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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