“The best course I have ever been on.” – 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.

Comments on the day

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

“David made what I thought would be a very dry subject interesting and informative!” – Kay Fairy, Senior Business Development Manager, Nottingham University Hospitals

“The best course I have ever been on.”

“An extremely instructive and dare I say it fascinating guide to NHS Budgets.”

“David made the session interesting, fun and informative – I feel empowered to return to work and build a relationship with my finance colleagues. Love the idea of the Budgetary Control Policy.”

Delivered in a fun, easy to understand and digest methodology. Increased my sense of budgetary knowledge and empowerment to challenge.” – Laura

“Excellent – I’ve learned a huge amount and my mind has been expanded!”

“My understanding and confidence in understanding a finance report has been de-mystified! Great session! Thank you.” – Rebecca Norton

“Session has given me confidence and understanding to challenge and question my budget. Very well presented – made interesting and entertaining by David’s personality, passion and humour.”

“The 7 point plan, which has given me confidence to more effectively and quickly review my budget statement. I plan to forecast trends from month to month.”

“Subject could be really dull but due to such excellent presentation skills it was really interesting and understandable for a ‘financial beginne’. Took away lots of points to take back with me. Very well worth attending. Thank you.”

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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