“This was an excellent course, set at the right level, delivered with empathy and humour.” – The NHS Budget Holder’s Survival Guide – Nottingham

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Another great day running The Budget Holder’s Survival Guide – this time in Nottingham for a mixed group of NHS staff.

Evaluation Comments

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

“Excellent workshop. Pitched at right level. Excellent presentation and elements well explained to understand different aspects of finance.”Adam Millington, Specialist Pharmacist, Nottingham University Hospitals

“This was an excellent course, set at the right level, delivered with empathy and humour. Very clear. If I had met David earlier in my career I would have become an accountant!”Rosalie Keane, Lead Physiotherapist, UHLT

“Genuinely one of the most useful courses I have been on in a long time. Thank you!”Jon Rouston, Head of Service, Lincolnshire Community Health Service

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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