“Really entertaining day – I loved it! Thanks.” – The NHS Budget Holder’s Survival Guide – Winchester

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Another great day running The Budget Holder’s Survival Guide – this time in Winchester for Specialty Trainees in Public Health.

Evaluation Comments

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

“Really entertaining day – I loved it! Thanks.”Emilia Holland, Specialty Registrar in Public Health

“A really engaging and practical course – thank you!” Sam Taplin, Public Health Registrar

“You have deftly made a potentially dry subject very engaging. Really helpful and useful day.”Claire Lehman, Specialty Registrar in Public Health

“Really interactive, excellent content, really engaging and entertaining delivery of content.”Gemma Ward, Specialty Registrar in Public Health

“Good practicals / group work. Key handouts. Great time keeping. Good length.”Rachael Marsh, Public Health Registrar

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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