Our vision is that everyone in NHS Finance should have the chance to grow, regardless of their aspirations, background, grade, or career path. The Talent Management Strategy helps ensure opportunities are available to all.
We have developed 3 quick guides to understand Talent Management, what it is and what it means for you and your finance teams. Access these below, alongside further resources and the full strategy and guidance at the bottom of the page.

Quick start to Talent Management
This document sets out our Talent Management vision, what it is and what it means for you.
Read it here
Talent Management: Making it Work For Your Team
A practical guide for managers, CFOs and finance leaders.
Read the guide
Talent Management: Your Career, Your Growth
Read this guide to learn how to get the most out of your Talent Management conversation.
Read it here
Talent Management Pipeline Excel Template
Following Talent Management conversations, it is important to capture the outcome to develop your organisation’s talent pipeline. Use this template to capture individual-level talent data following annual Talent Management conversations
Access the template
Upcoming Talent Management Workshops
Workshops to support Talent Management conversations. There are sessions designed for colleagues who are managers supporting staff, as well as for individuals looking to progress in their own development. Book on today.
Explore sessions
Case Studies
Browse and read through our library of case studies from NHS organisations who are using the Talent Management strategy in practice with benefits impacting both the organisation and individuals.
Read them here
Talent Conversations vs. Appraisals
The formal annual appraisal process and the annual talent management conversation are closely linked but are different in respect of their focus. We have made a short comparison document that highlights the differences and similarities.
Read it here
Development Self-Assessment Tool
A tool that may be helpful for navigating talent conversations. Designed for staff in bands 2 – 8d to evaluate themselves against the NHS Finance Competencies, enabling them to identify areas for further skills development.
Access the toolDownloads
Download the full strategy, guidance and NHS finance competencies below.
NHS Finance Inclusive Talent Management Strategy
This strategy sets out a consistent national approach to Talent Management across NHS Finance, ensuring opportunities are accessible to all staff and enabling the NHS to identify, develop and make the best use of talent.
DownloadTalent Management Comprehensive Guidance
Full guidance on the NHS Finance talent management strategy and model, designed to help line managers and staff navigate talent management conversations and processes with confidence.
DownloadTalent Pipeline Discussions Guidance
This guidance explains how Talent Management conversations link to talent pipeline mapping at team, organisation, system and regional levels, and outlines the role of senior leaders in the process.
DownloadNHS Finance Competencies
Provides finance staff and their managers with an up to date, relevant and complete list of all the competencies which finance staff need to be able to fulfil their roles effectively.
Download