“An excellent day, full of information and entertainment. Will highly recommend this day.” – The NHS Budget Holder’s Survival Guide – Cambridge

The NHS Budget Holder's Survival Guide

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

Evaluation Comments

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

“An excellent day, full of information and entertainment. Will highly recommend this day.”Katy Mason, Pharmacy Operations Manager, Mid Essex Hospitals NHS Trust

“Really enjoyed the style and pace of the course.”Julie Hendy, Outpatient and Reception Manager, The Princess Alexandra Hospital NHS Trust

“The presentation of the day was excellent. How to interpret a budget exercise was excellent, the 7 point plan puts a very different perspective on how to view a budget plan.”Scott Randall, Technical Services Lead, Mid Essex NHS Trust

“Very funny delivery, lot of witty comebacks – generally a fun day had by all. Continued repetition of outcomes very helpful.”James Hughes, CHC Development Manager, Herts Valleys CCG

“The trainer made what could have been a very dry subject enjoyable and interesting. Was able to relate theory from day into day to day practice.”Tracey Brown, DD CHC and Clinical Quality, Herts Valleys 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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