“Brilliant. What a FAB day and I hate maths! Everyone should have this if they have budget management.” – The Budget Holder’s Survival Guide – Eastbourne

The NHS Budget Holder's Survival Guide

Another great day running The Budget Holder’s Survival Guide – this time in Eastbourne in East Sussex.

Evaluation Comments

Comments from today’s event include (with written permission gratefully received from each participant):

“Understanding budget printouts was great when David explained exactly what we had learned after the exercise.”
Lisa Hatton-Shaw, Human Resources Business Partner

“Brilliant. What a FAB day and I hate maths! Funny, I learnt loads and eager to try. Everyone should have this if they have budget management.”Gilly Carliell, Associate Director of Communications

“Currently I have no budget responsibility. This course gave me a great overview of what would be required from me as my role moves forward.”Susan Spriggs, Business Systems and Development Manager

“Really enjoyed the day, was a good learning environment so wouldn’t change anything. Just the correct amount of information for me.”Debbie Pullinger, Clinical Lead

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 doing 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.


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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