Towards Excellence Accreditation

Recognising the best in culture, skills and processes in NHS finance

Demonstrate the strength, quality and positive culture of your finance team by achieving One NHS Finance Towards Excellence Accreditation. 

One NHS Finance Towards Excellence Accreditation shows that your finance team’s processes and procedures are working. It proves you’ve developed a culture where staff feel appreciated and successes are celebrated. There are three levels, and only the best finance teams achieve full accreditation, could yours?

To start the process, you’ll need to complete a proforma, which you can download at the bottom of the page. There are three submission dates each year, 31 December, 30 April and 31 August. Once you’ve completed the proforma, return it to us at one.finance@nhs.net.

Those wishing to go for their Level 2 or 3, please let the central team know with at least 6 months notice from the deadline you wish to submit to in order for us to assign assessors.  If you are aiming to go for the 31st August 2024 deadline please send your proformas through to one.finance@nhs.net by COP 3rd May.  We will then assess your organisation’s readiness ahead of assessor assignment.

Please note if you are going for Level 2 we will need your updated Level 1 proforma and if you are going for level 3 we will need your updated Levels 1&2 proformas.

If you have any questions on the new standards to please get in touch and a member of the team would be happy to help.

Want to know more?

Learn about what the accreditation process is, the different levels of accreditation, and why it should be a priority for your organisation.

Watch our animation here

Downloads

All the documents that you’ll need to get started on your Towards Excellence Accreditation journey.

National Accreditation Process and Guidance

Full process, guidance and top tips to get you started on your accreditation journey

Download

Accreditation Level 1 Proforma

Full evidence schedule for Level 1 Towards Excellence Accreditation

Download

Accreditation Level 2 Proforma

Full evidence schedule for Level 2 Towards Excellence Accreditation

Download

Accreditation Level 3 Proforma

Full evidence schedule for Level 3 Towards Excellence Accreditation

Download

TE Accreditation Level 1 Proforma in Excel

TE Accreditation Proforma in Excel.

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TE Accreditation Level 2 Proforma in Excel

TE Accreditation Level 2 Proforma in Excel.

Download

TE Accreditation Level 3 Proforma in Excel.

TE Accreditation Level 3 Proforma in Excel.

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