Development self-assessment tool

Self-assessment against the NHS Finance Competency Framework

You must be logged-in to your profile to access this tool. Use our simple ‘how to’ guide to get you started.

With thanks to the NHS organisations that supported the creation and development of this tool, including: Royal Papworth Hospital NHS FT, Lancashire & South Cumbria NHS FT, and East Suffolk and North Essex NHS FT.

This self-assessment tool is designed for Band 2 to 8d finance staff and is based on the NHS Finance Competency Framework. The framework outlines the technical and behavioural skills required at each stage of a finance career in the NHS, up to leadership level.

This tool allows you to assess yourself against each of the competencies, helping you identify areas that need further development in order to become well-experienced across all relevant areas for your current band level. The self-assessment form can be accessed below, where you will find a series of questions that require you to score yourself on each competency from Level 0 (none) up to Level 4 (expert). It should take approximately 20 minutes to complete the form. Once you finish, you will receive a summary of your scores, including feedback on areas that require development and suggestions for training and further development in those areas.

Throughout the feedback, you will also find information about available training and development opportunities from local and national programmes. Please note that not all resources and events referenced are free to access or attend.

Your self-assessment results will be saved and accessible at any time. If you gain further experience through new roles and progressions, you will need to restart the self-assessment process to obtain an up-to-date result. All of your self-assessment results will be saved and listed at the bottom of this page for your convenience.

Please be aware that if you score yourself as Advanced (level 3) or Expert (level 4) in a competency, no resources or events will be shown for that competency.