“This is one of the best study days I’ve done! Thank you.” – The NHS Budget Holder’s Survival Guide – Cambridge

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

Evaluation Comments

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

“This is one of the best study days I’ve done! Thank you.”Anne White, Head of Nursing, Papworth Hospital

“Great! Should have come on this course a long time ago. This has really helped me in communicating with my budget manager. Thank you for a great day! And I did not fall asleep.”Karen Stagg, Head of Continuing Healthcare, Luton CCG

“David kept the group engaged throughout the session. The session was very informative and fun! Group work and activities fantastic.”Beverley Husbands, Commissioning Officer, Luton CCG

“The true/false exercise was good and building into the feedback answers the explanation was a useful way of teaching. It’s been a useful day, some consolidation of knowledge, some new learning and an appreciation that in comparison to others I have a great finance team to work with who meet me regularly, support me and listen!”Nicola Swan, Service Lead Physio and OT Outpatients, Luton and Dunstable Hospital

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.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.