Guidance on our updated approach to Diversity, Equity and Inclusion (DEI) monitoring
Guidance on Diversity, Equity and Inclusion (DEI) monitoring questions
The online DEI monitoring guidance is split into three main sections:
- Section 1: What specific groups your funded activity supports or is aimed at
- Section 2: Leadership of your Organisation
- Categories and subcategories
The sections guide you through what will be asked on the application form, and where relevant, which categories and subcategories you can select from.
Section 1: What specific groups your funded activity supports or is aimed at
We want to know if the people your funded activity is supporting or aimed at share a particular identity and/or experience(s). And if they do, we’d like to know what those shared characteristics are.
By this we mean that 75% or more of the people supported or aimed at by your funded activity share a particular identity and/or experiences. You can choose more than one in the categories below. But please note that 75% or more of the people your work supports should share these identities and/or experiences.
For example, if the people you’re supporting is made up of at least 75% disabled people under 26, this would qualify as supporting a specific group: young people who identify as disabled. So they would fall under two categories:
- ‘Older or younger people’ and then the sub-category ‘Children and Young People (typically those aged under 26)’
- ‘Disabled People (All)’ with no sub-category as the funded activity does not support people who identify with a specific disability.
Questions included in the application form
1. Is your funded activity aimed at specific groups of people?
Please note that this question is used for our internal monitoring and not used for assessing the application.
a) My funded activity is aimed at a specific group of people
b) My funded activity is open to everyone and is not aimed at a specific group of people
c) Prefer not to say
If choosing the first option, you’ll be taken to question 2: What specific groups your funded activity supporting or targeting. Choosing the second option, will take you straight to Section 2: Leadership of your Organisation.
2. Which of the following groups does your funded activity support or is aimed at?
By this we mean 75% or more of the people supported or aimed at by your funded activity share a particular identity and/or experiences. You can choose more than one in the categories below. But please note that 75% or more of the people your work supports should share these identities and/or experiences.
Where there are relevant sub-categories you will be asked to complete these, and where relevant open text boxes have been provided. Please note: If you select ‘other’ in any of the categories, you can use the ‘lived experience’ box to be more specific.
See a detailed breakdown of the categories and subcategories at the end of this page.
a) A local community – Geographical – a place/location (for instance, this could be a neighbourhood, town, region). If you select this option, and open text box will appear as a follow-up question where you can specific further details.
b) Communities experiencing racial inequity – Communities that experience inequity as a result of their race or ethnic group. Ethnic group refers to the group that people self-identify with, which may be related to their national/ geographical origin, skin colours, and other identities. If you select this option, there will be additional subcategories you can select from in the follow-up question.
c) Disabled people – Self-identify as disabled, with particular impairments, which have a long-term impact on quality of life. If you select this option, there will be additional subcategories you can select from in the follow-up question.
d) LGBT+ people – Lesbian, Gay, Bisexual and Trans + people. If you select this option, there will be additional subcategories you can select from in the follow-up question.
e) Migrants – Groups who are first generation and/or recent migrants to the UK. If you select this option, there will be additional subcategories you can select from in the follow-up question.
f) Older or younger people – a specific age group. If you select this option, there will be additional subcategories you can select from in the follow-up question.
g) People who are educationally or economically disadvantaged – Self-identify as from an economically and/or educationally disadvantaged background, including working class backgrounds, with long-term impact on their life outcomes; also people currently experiencing financial hardship. If you select this option, and open text box will appear as a follow-up question where you can specific further details.
h) Women and girls – Those who identify and live as women and girls.
i) Lived Experience – Lived experience that may not already be reflected in other categories and sub-categories in this form (for example: long-term unemployment, care experience, criminal justice system). If you select this option, and open text box will appear as a follow-up question where you can specific further details.
j) Prefer not to say
Section 2: Leadership of your Organisation
We would like to understand more about the leadership of the organisations that we are supporting. This information will help us to understand our grantees and inform our process and strategy, but will not be used for this individual funding decision.
This section is about the leadership of your organisation, and whether most of the people who lead or make key decisions share a particular identity or experience(s).
By this we mean: 75% or more of the Board/Management Committee AND 50% of senior staff self-identify as being from the same specific community or sharing the same identity(ies) and/or experience(s). You can choose more than one in the categories below. But please note that 75% or more of the people your work supports should share these identities and/or experiences.
For example, if your leadership consists of more than 75% young adults (typically young people aged 16-25) with care experience, they would fall under two categories:
- ‘Older and younger people’ and then the sub-category ‘Young adults’
- ‘Lived experience’ and then specify ‘care experience’ in the free text box
You can also choose ‘Prefer not to say’.
If none of the categories apply, you can choose ‘Our leadership doesn’t consist of a specific group of people’.
Questions on the application form
1. Is your organisation led by specific groups of people?
Please note that this question is used for our internal monitoring and not used for assessing the application.
a) Our organisation is led by specific groups of people
b) Our leadership does not consist of a specific group of people
c) Prefer not to say
2. Which of the following groups is you organisation led by?
By this we mean: 75% or more of the Board/Management Committee AND 50% of senior staff self-identify as being from the same specific community or sharing the same identity(ies) and/or experience(s). You can choose more than one in the categories below. But please note that 75% or more of the people your work supports should share these identities and/or experiences.
Where there are relevant sub-categories you will be asked to complete these, and where relevant open text boxes have been provided. Please note: If you select ‘other’ in any of the categories, you can use the ‘lived experience’ box to be more specific.
See a detailed breakdown of the categories and subcategories at the end of this page.
a) A local community – Geographical – a place/location (for instance, this could be a neighbourhood, town, region). If you select this option, and open text box will appear as a follow-up question where you can specific further details.
b) Communities experiencing racial inequity – Communities that experience inequity as a result of their race or ethnic group. Ethnic group refers to the group that people self-identify with, which may be related to their national/ geographical origin, skin colours, and other identities. If you select this option, there will be additional subcategories you can select from in the follow-up question.
c) Disabled people – Self-identify as disabled, with particular impairments, which have a long-term impact on quality of life. If you select this option, there will be additional subcategories you can select from in the follow-up question.
d) LGBT+ people – Lesbian, Gay, Bisexual and Trans + people. If you select this option, there will be additional subcategories you can select from in the follow-up question.
e) Migrants – Groups who are first generation and/or recent migrants to the UK. If you select this option, there will be additional subcategories you can select from in the follow-up question.
f) Older or younger people – a specific age group. If you select this option, there will be additional subcategories you can select from in the follow-up question.
g) People who are educationally or economically disadvantaged – Self-identify as from an economically and/or educationally disadvantaged background, including working class backgrounds, with long-term impact on their life outcomes; also people currently experiencing financial hardship. If you select this option, and open text box will appear as a follow-up question where you can specific further details.
h) Women and girls – Those who identify and live as women and girls.
i) Lived Experience – Lived experience that may not already be reflected in other categories and sub-categories in this form (for example: long-term unemployment, care experience, criminal justice system). If you select this option, and open text box will appear as a follow-up question where you can specific further details.
j) Prefer not to say
Using this information
At the beginning of the DEI section we described the use of this data to support our own monitoring and strategy, but also for our external reporting on our grants as part of our transparency and accountability.
1. Do you feel that the information provided in this section about the people you support or your leadership may disclose sensitive information that should not be shared externally (e.g. information about identifiable individuals)?
a) Yes – If yes, please describe
b) No
Categories and subcategories
Category: Communities experiencing racial inequity
| Description | Sub-categories |
| Communities that experience inequity as a result of their race or ethnic group. Ethnic group refers to the group that people self-identify with, which may be related to their national/geographical origin, skin colours, and other identities. | Choose one from the following (additional sub-categories are optional – again, you can only choose one option from these):
|
Category: Disabled people
| Description | Sub-categories |
| Self-identify as disabled, with particular impairments, which have a long-term impact on quality of life. | Choose one from the following (additional sub-categories are optional – again, you can only choose one option from these):
|
Category: LGBT+ people
| Description | Sub-categories |
| Lesbian, Gay, Bisexual and Trans + people | Choose one from the following (additional sub-categories are optional – again, you can only choose one option from these):
|
Category: Migrants
| Description | Sub-categories |
| Groups who are first generation and/or recent migrants to the UK | Choose one from the following:
|
Category: Older or younger people
| Description | Sub-categories |
| A specific age group | Choose one from the following:
|
Category: People who are educationally or economically disadvantaged
| Description | Sub-categories |
| Self-identify as from an economically and/or educationally disadvantaged background, including working class backgrounds, with long-term impact on their life outcomes; also people currently experiencing financial hardship. | No additional sub-categories to choose from.
|
Category: Women and girls
| Description | Sub-categories |
| Those who identify and live as women and girls. | No additional sub-categories to choose from.
|
Category: Lived Experience
| Description | Sub-categories |
| Lived experience that may not already be reflected in other categories and sub-categories in this form (for example: long-term unemployment, care experience, criminal justice system). | There are no sub-categories, but you will be able to specify further detail in a Free Text box that appears after selecting that option. |
