“Today has been totally enlightening. The tutor is fantastic at his job and has a great sense of humour.” – The NHS Budget Holder’s Survival Guide – Leicester

The NHS Budget Holder's Survival Guide - davidbaileyfcca

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

“Today has been totally enlightening. I feel much more confident in the use of financial reports and able to interpret them without confusion. The information is delivered in a very clear, understandable manner. The tutor is fantastic at his job and has a great sense of humour. Thank you.”

“Really engaging. Made finance seem simple. Left with easy step by step guide to understanding budgets. Genuinely enjoyable day.”

“A really useful, practical and thought-provoking course which de-bunked a lot of the myths surrounding budget management. Very well delivered in an enjoyable format. Thank you.” – Simon Harris, Senior Project Manager, EMRAD.

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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