“The Budget Holder’s Survival Guide is one of the most useful courses I have been on during my 14 years in the NHS.” – Cambridge

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Another great day running The Budget Holder’s Survival Guide – this time in Cambridge for a mixed group of NHS staff. Thanks to everyone who made it such a great day.

Evaluation Comments

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

“Excellent and insightful day. Provided a detailed overview of budgets for beginners.”

“Didn’t realise that a whole day on budgets could be fun!.”

“Brilliant course, informative, engaging all the way through. Managed to make what can be a dry, intimidating subject interesting!”

“Thank you for another engaging and informative session. Very well received and definitely will be embedding the learning to improve our team’s overall capacity to deliver. Real pleasure to attend!.”

“Interesting day. David was able to make a complicated subject understandable, clear. Made us feel comfortable.”

“I think you have the perfect voice for cbeebies bedtime stories!!.”

“Very informative. Enjoyed the day. I now know what budgeting is. Thank you David.”

“I found the day extremely useful. It provided me with the tools so I spend less time making sense of my budgets and more time to patient care. It was very enjoyable and engaging day and I would truly recommend it.” – Fatemeh Leedham

“Really informative, engaging day. I never thought I would enjoy a whole day on budgets. Thank you for a great day. I now feel empowered to return to work and survive through my budget meetings and take control of my budget.”

“Really informative! Great fun! Arrived this morning with absolute a zero idea about finance and budgets. Leaving with confidence! Thank you.”

“Engaging training with excellent real-life examples that are applicable to healthcare setting.”

“Informative. Educational and even entertaining. Gives you confidence to learn more and take control.”

“Excellent delivery. Most entertaining and informative session I’ve ever been to. Thank you.”

“Really brilliant day. The Budget Holder’s Survival Guide is one of the most useful courses I have been on during my 14 years in the NHS. David is very humorous and made it fun.” – Rachel, Haematology 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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