“Fantastic day. Great for all levels and David really engaged with all attendees. Would highly recommend to managers new to finance and budgets and also current managers.” – The NHS Budget Holder’s Survival Guide – Birmingham

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

“David is a highly engaging and efficient workshop facilitator who has helped me understand financial report reading and ethics surrounding NHS finances. His ability to link financial prudence to patient safety is very informing.”

“I thought the course was very informative as I have no previous experience in finance. It has toaught the key principles of budgeting and accounting which I can now apply in my job role.”

“I thoroughly enjoyed the programme. It has increased my knowledge of budgets which will enable me to use the tools discussed by David to help me in my role. If you want to broaden your knowledge around financial budgets, David is the man! Thanks David.” – Sanjeeta Sekhan

“Fantastic day. Great for all levels and David really engaged with all attendees. Would highly recommend to managers new to finance and budgets and also current managers.”

“David made a dry subject actually enjoyable!”

“This was a really accessible and engaging session – I wasn’t expecting to enjoy learning about budgets so much!”

“David pitched the content perfectly and I’d have no problem in recommending him and a course of this nature to NHS organisations. We were engaged throughout and budget holders and other stakeholders benefit from understanding the context and content he provides.” – Will Savage, Procurement Lead, SaTH NHS Trust

“Very informative, no unnecessary words used and keeps you engaged for the whole day on what can be a tedious subject!!”

“Really helpful workshop to understand financial responsibilities and how to go through the reports. Many thanks.”

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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