“Best training I have ever attended. Absolutely excellent and entertaining style.” – The NHS Budget Holder’s Survival Guide – Thatcham

The NHS Budget Holder's Survival Guide

Another great day running The Budget Holder’s Survival Guide – this time in Thatcham in Berkshire.

Evaluation Comments

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

“Best training I have ever attended. Absolutely excellent and entertaining style of what could be a very dry subject – well done!” Bernadette Mitchell, Matron, Oxford University Hospitals NHS Foundation Trust

“Keep running the day the way you do. I really enjoyed it. Made a difficult subject come to life and make it relevant.”Leigh Hawkins, Service Manager, Oxford University Hospitals NHS Foundation Trust

“This has been a perfect learning experience which gave lots of opportunity to interact as well as listen.”
Arlene Wellman, Associate Director of Nursing

“Great presenter and course. Brilliant!”Sarah Haines, Solent NHS Trust

“This course should be mandatory for all new budget holders.”James Cotton, Commissioning Manager, Isle of Wight CCG

“Very interactive training – excellent trainer and engaging.”
Caroline Tack, Head of Planning and Transformation, Berkshire West CCGs

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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