“I thank you so much. I wish I’d had this training / advice / help many years ago.” – The NHS Budget Holder’s Survival Guide – Gateshead

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

Evaluation Comments

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

“Excellent delivery, easy to follow and understand. Was very unsure about attending but have to say, I feel I’ve learnt a lot and feel better equipped to read the budget.”Claire Gilchrist, Community Stroke Unit, Gateshead Health NHS Trust

“Really enjoyed the course.”Paul Gibson, Head of Digital Development, Sunderland CCG

“As someone who can’t do numbers and have studied budget statements with utter confusion I thank you so much. I wish I’d had this training / advice / help many years ago.” – Mary Ritchie, Programme Manager

“Excellent day, enjoyable but great learning experience. Thank you.” Janet Cumiskey, Breast Unit Programme Manager

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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