“Absolutely loved this event with David. He made the course very informative yet fun! I learned so much in such little time.” – 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):

“I enjoyed a very dynamic, very well organised introduction to a very difficult to understand topic.”

“Made finance easy to understand.”

“Today’s session has been very helpful. The tutor delivered the course in a way which was easy to understand.”

“Excellent, engaging and honest.”

“Really great tools to be able to put into place straight away and an easy to understand way to interpret budgeting reports.”

“Informative, well presented. Came away with much better knowledge.”

“David, thanks. I’ve been ‘managing’ budgets in the £millions for years and often made improvements, not really knowing what I was doing. It’s a relief to hear that a great way to manage your finances is to just manage your service. However, I have greater enthusiasm now to go back and get stuck in to those budget sheets. 7 points are great.”

“Informative and well delivered workshop.”

“Enlightening, informative day. Must do for all managers.”

“Absolutely loved this event with David. He made the course very informative yet fun! I learned so much in such little time.”

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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