“David makes a complicated and new area of learning extremely easy to understand. Your teaching method is great David!” – The NHS Budget Holder’s Survival Guide – Nottingham

The NHS Budget Holder's Survival Guide

Another great day running The Budget Holder’s Survival Guide – this time with a select group through the East Midlands Leadership Academy in Nottingham.

Evaluation Comments

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

“David’s method of teaching is very educational and interactive. Content of session very relevant to my learning requirements. David makes a complicated and new area of learning extremely easy to understand. Your teaching method is great David.”Jane Jones, Deputy Head of Community Services, Ashgate Hospicecare

“Enlightening. Informative. Full of enthusiasm for subject matter.”Elaine Green, Service Development Manager, Ashgate Hospicecare

“An excellent session, thanks David. Unlimited energy and enthusiasm from David.”Helen Harland, Head of Education, Ashgate Hospicecare

“I should have done this workshop ages ago. Thank you for making the session so enjoyable and engaging.”Trudy Thompson, Sister, Alliance UHL

“David was excellent in going through the example budget sheet and explaining the individual sections.” Asha George, Education Support Manager, University Hospitals of Leicester

“Encourage more people to attend as very enlightening.”Val Blankley, Senior Commissioning Manager, South West Lincolnshire CCG

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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