“I thoroughly enjoyed the session today. David is a fantastic facilitator, the content and style of delivery was engaging and effective.” – The NHS Budget Holder’s Survival Guide – Leicester

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Today was another great day running The Budget Holder’s Survival Guide – this time in Leicester 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):

“Fabulous day – very informative and provided in a motivating way. Well worth the time.”

“Today’s Budget Holder’s session was rewarding, enlightening and extremely enjoyable. Thank you!”

“Really engaging and informative and brought budgeting to light for me – will take the information I have learnt and use it in practice.”

“Much better than expected! Informative and got a lot out of the day.”

“An interesting and informative day that really opened my eyes to what to expect and be expected in the world of the budget holder. Would recommend.”

“The course helped me without any doubt to be more confident the next time I receive a financial report.”

“Very useful and made it very enjoyable.”

“You made finance fun! :)”

“One of the best and most relevant to my role.”

“Made what could be a dull subject very enjoyable. Great day.”

“A really useful day that took the fear of the numbers out of the budget holding and provided a logical and clear approach.”

“David managed to make the seemingly unfathomable world of NHS finance understandable, dare I even say simple! Thank you for an educational but fun day.”

“Extremely useful methods to apply with NHS role. Great day!”

“Motivational and simple techniques to manage complex budget statements.”

“I thoroughly enjoyed the session today. David is a fantastic facilitator, the content and style of delivery was engaging and effective. Really glad I came today. Thank you David!”

“Quirky and engaging way of teaching and learning.”

“Very engaging as well as appropriately entertaining. Suitably pitched to those with limited background and experience in finance in their work. Would highly recommend to colleagues at a similar level.”

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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