“The course was amazing. David’s delivery makes a big difference and has a big impact! and fun!”- The NHS Budget Holder’s Survival Guide – Lincoln

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

“Really enjoyable day’s course learning about budget holding. David makes the learning easy to understand, very relevant to the NHS as well as thought-provoking. Thank you!”

“The course was amazing. David’s delivery makes a big difference and has a big impact! and fun!”

“David makes the subject of budgetary management very engaging and surprisingly enjoyable.”

“Very informative and fun. Picked up a lot of useful tips. Thank you.”

“A thoroughly captivating course with plenty of hints and tips to help manage a budget. Thank you!”

“Interactive style of delivery turning what is a dry subject into an enjoyable experience. Thank you David.”

“Very insightful and informative – expertly delivered with joy and humour – brilliant!! Who knew budgets could be fun? :)”

“I have enjoyed the Budget Holder’s Survival Guide course. The presentation was very engaging. I have gained a lot form the course. I am confident to analyse my monthly budget without any problem.”

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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