“David demystified NHS budgets in one day. Now able to have real and meaningful conversations with accountants.” – The NHS Budget Holder’s Survival Guide – Darlington

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Today was another great day running The Budget Holder’s Survival Guide – this time near Darlington for a large mixed group of NHS staff. It’s such a pleasure to work with people so eager to learn new skills. 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):

“Who could ever make accountancy and budget holder’s training interesting, well David Bailey can. What a good day. I have learnt a lot. Thank you.”

“Very interesting and useful. A simplified guide to NHS Budgets.”

“David demystified NHS budgets in one day. Now able to have real and meaningful conversations with accountants.”

“Very enjoyable day due to the charismatic delivery and usefulness of the content which will be invaluable in my day job.”

Has given me questions to ask about how budgets are set and by whom and what I can do as a team manager to influence such and feel like I truly represent the team/service I am part of.”

“A very well read speaker, humorous. Made what could be a very dry subject extremely interesting. Who though finance could be fun?!
I have a much better understanding of my responsibilities as a budget holder. I could recommend this session to other managers. Always do the right thing!”

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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