“David is a brilliant teacher – made such a boring topic very exciting and captivating from start to finish.” – The NHS Budget Holder’s Survival Guide – Southampton

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Today was another great day running The Budget Holder’s Survival Guide – this time in Southampton – 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.

Comments on the day

Comments from today’s event include (with permission gratefully received from each participant):

“This is probably the best and most exciting training I have had in a long time. David made such a boring topic very exciting and captivating from start to finish. Very impressed. Keep it up.”

“David was a very engaging trainer – making the course very enjoyable. I have definitely learnt a lot.”

“Thank you for an excellent engaging course which was very accessible for a non-finance manager.”

“Wow – I’ve been a ‘budget holder’ for over 10 years and this certainly clarified many things I’d not even considered! Great day – would highly recommend.”

“David was very engaging and took a light-hearted approach to what could potentially be a dry subject.”

“Really beneficial – complex information presented in an easy to understand way – thanks!”

“I really enjoyed the training course. Has equipped me with additional skills to confidently manage the budgets I hold in a more efficient way. I feel more capable of understanding budget reports. Thank you.”

“Accessible, fun course that demystified financial reporting and accounting.”

“The day exceeded my expectations. Was concerned it would be heavy finance speak, however it was delivered in a way I could understand. Would recommend to colleagues.”

“Very well led course, made responsibilities of a budget holder and managing a budget clearer to understand. David made this easier to follow.”

“Enjoyable course with lots of useful information. Great group involvement and an informative step into the financial world.”

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.


Today’s slides:

2019-10-24 The NHS Budget Holder’s Survival Guide – slides

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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