“Informative, easy to understand and remember, and delivered in a fun and logical manner. Brilliant.” – The NHS Budget Holder’s Survival Guide – South Tyneside

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

“Informative, easy to understand and remember, and delivered in a fun and logical manner. Brilliant.”

“Bringing a completely boring subject (though important) to life! Thanks.”

“Made a dry topic interesting, fun and clear. Made me feel like I can do this and do it well.”

“Making finance interesting, and not a chore. Great learning opportunity to simplify budgets and numbers.”

“Surprisingly interesting and fun!”

“Budgets in simple terms. Thoroughly enjoyed an entertaining and enlightening day.”

“Excellent programme and insight into budgeting. Enjoyed the pace of learning.”

“As a relatively new in post junior manager and budget holder I have learned so much today. The subject matter was daunting but the information was delivered in a friendly and accessible way. I would thoroughly recommend. Thank you.”

“Really informative. I feel like I will be able to look at my allocated finance for the year and interpret it with some level of understanding.”

“Excellent. David is extremely knowledgeable and made the day fun and informative. Very empowering. Thank you.”

“David is an excellent presenter who adds humour to the sessions, making it fun for all.”

“David managed to explain budgets in a way I can understand and in a way that didn’t make the day seem 27 hours long – Amazing!”

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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