Funders fix your forms! Here’s how

Friday 28th April 2017 by Cherri Blissett
hand holding pen and writing on papaer

Forms, forms, forms –  a necessary evil in grant-making, but how can we make them less frustrating for applicants and funders?  James Turner gives his advice!

Endless questions. Impossible questions. Pointless questions.  These are the Big Three faults of funding application forms.  I’ve been on both sides of the fence – both designing the forms themselves and trying to fill them in.  I know why the Big Three faults happen and I think I know how they can be fixed, too.

There are, of course, lots of good forms as well as lots of bad forms.  Many funders do think hard about what they are putting people through.  But sometimes maybe they don’t think hard enough and that’s how we end up with…

…Endless questions

If you’ve ever applied for funding for a charity, you probably know the score.  All you want is a few thousand pounds to provide a much needed service.  But the application form to get your hands on this money is 16 pages or 20 pages or 25 pages.  How does this happen?  First, in the long distant past, there probably was a nice, short, snappy form.  But over the years, a succession of assessors, managers and Board members have a succession of bright ideas: questions that simply have to be asked.  And so what was once a snappy form slowly accretes more and more questions until it becomes… Endless.

Solution #1: Funders review your forms.  Once every two years should be often enough.  And ask the simple question: What do we really need to know?

…Impossible questions

There are two types of impossible question.  The first type is questions that are impossible to answer.  Good example: a five year funding application which has a question along the lines of, “How will your project be sustainable beyond the life of the grant?”  To which the honest answer is, “I don’t know, it’s 2022 – I’m hoping to take early retirement by then”.  But you can’t say that, so you are forced to play a game and add in 200 words of plausible sounding stuff.  It doesn’t help you (200 plausible words takes time) and doesn’t help the funder (everybody will write variations on the same plausible themes).

 Solution #2: Same as above – review your forms.  Are there any Keeping-Up-Appearances questions that are only there because you feel they have to be there?And then there are questions which are impossible for funders to judge.  Such as SMART outcomes. I like outcomes.  Asking applicants to describe the difference they are going to make is a good idea.  It’s a way to see if a project has thought about why they want to do what they are proposing. 


 But to regiment this thinking into five outcomes of 20 words or fewer and make these outcomes specific and measurable and all the rest is futile.  It’s impossible to judge whether the outcomes are ‘good’ or ‘bad’.  So what gets judged instead is whether the outcome is SMART enough. Whether it’s an ‘outcome’ or an ‘output’.  Whether the syntax, even the verb tense, is correct.  None of this makes an application better or worse.  But this is what gets a heavily weighted assessment.

Solution #3:  Measure the things that lend themselves to measurement: How much funding is being asked for? How much cash or in-kind match-funding is there? How many people will be getting, say, 10+ hours of support?  Funders, in my experience, shy away from this kind of measurement because it feels mechanical and doesn’t involve much assessor judgement.  But mechanical or not, it’s far better than trying to judge something that truly can’t be judged.

Pointless questions…

Bigger funders will often have a grants management system designed to cope with a wide variety of different applications and funding programmes.  And the danger here is that questions get added because they are needed for the management information (MI) reports that the database can produce.

Solution #4: “Because the grants database says so” isn’t a good enough reason to include a question on a form.  Is it a legal requirement? Has the MI collected been used in, say, the last 12 months? If not, I’d ditch the questions.

Finally, there are questions that are, in assessment terms, literally pointless – the answers don’t get a score.  The justification normally goes along the lines of, “Although the question isn’t scored, it helps the assessor get a sense of the application and affects the overall judgement”.  But a completed application form will often be thousands of words.  More than enough to come to a view on an application’s worth without needing more unscored questions.

Solution #5: Check the link between application form questions and the scoring criteria.  If there are mismatches, ditch the questions or fix the scoring criteria.

There you have it: five possible solutions to the Big Three funding form faults.  Don’t think: “Because we’ve always done it that way.”  Think: “How can we make it better?”  Then you might get truly smart application forms.

James is an Associate Director at Rocket Science based in our North East office.  You can check out his profile here.

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