Managing A Budget

Who is ‘Managing A Budget’ training for?

  • Anyone who has opted for a Personal Budget or Personal Health Budget to be paid to them as a Direct Payment
  • Independent Support Brokers who are supporting people to manage their own budgets
  • Anyone providing Information, Advice or Guidance within the context of Self Directed Support
  • Anyone involved in developing Support Plans

What will participants learn?

‘Managing your Budget’ training provides participants with the knowledge and understanding to confidently manage a Personal Budget or Personal Health Budget taken as a Direct Payment.

Participants will enjoy the varied content the course has to offer in the form of activities, presentations, debate and case studies.

The content of the training covers;


  • Values based recruitment
  • Retention and maintaining positive relationships
  • Employment law and fair practice
  • Continuing Professional Development

Managing the Money

  • How to manage the budget
  • Meeting audit requirements
  • Making decisions about budget spend

Making the Plan Happen

  • Strategies to support the implementation of the Support Plan
  • Reviewing Progress

Managing Conflict

  • Managing difficult conversations and negotiations
  • Maintaining positive relationships
  • Creating a positive from every situation

Personal Action Plans

  • Identifying what has been learnt from the training
  • How to put the learning into practice.

This is delivered through a weekly workshop of three hours over a six week period.

For more information or to express an interest in the training please contact Imagineer on

Bookings & Enquiries

Telephone: 01422 363817


Skip to content