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Funding Service: why combining self-service with a human touch works best for grant teams 

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What we mean by guided self-service 

In the world of designing and launching new funds, guided self-service will allow grant teams in MHCLG to pick up and re-use established patterns to support grant delivery with minimal input from the department’s Funding Service.  

Guided self-service is a desirable thing because it reduces the cost of delivering grants, by reducing the amount of bespoke design time per grant, while also ensuring all MHCLG grants meet best practice set out in places such as the Grants Functional Standard and the Service Standard

Examples of guided self-service 

Some tangible examples of guided self-service include: 

Template structures for guidance documents so grant teams can minimise drafting time, and grant recipients know where to find the information they need  A bank of commonly used questions and a form application builder which allows grant teams to drag and drop the questions they require into a prototype form  Funding data standards which ensure that certain types of data – such as organisation name, finance data and risk – are captured in a consistent way by all grants  The ability for grant teams to independently set their start and end dates for their application and monitoring submission windows, and manage deadline extensions 

Why we need self-service 

Self-service will help improve the quality and efficiency of MHCLG grant delivery in a number of ways: 

Faster delivery 

Grant teams often need to create and launch a new grant at pace. Self-service allows MHCLG to respond quickly to these needs, often working across multiple grants.  

Familiarity 

Offering established, reusable patterns means grant managers who are setting up multiple grants do not have to follow a different approach each time, speeding up things further. 

Removing wasted effort 

Onboarding new grants onto the Funding Service has been characterised by prolonged iterations, often involving extensive back-and-forth communication between teams. Resource-intensive interactions, such as lengthy kickoff meetings, user-centered design presentations, and tool feature requests exacerbate inefficiencies. A self-service approach means we can strip out activities which do not add much value for the service or its users. 

Reuse 

New grant teams can build on and reuse the work of previous grants, instead of having to reinvent the wheel themselves. 

Autonomy 

Grant teams can interact with our service at a time most convenient to them.  

Scalability 

With a growing number of grants in the service pipeline, self-service will help us respond to increased demand in the most cost-efficient way.  

A better user experience  

Overall, a quicker, more efficient service translates to a much better experience for our users. This is good for them and good for MHCLG’s reputation as a deliverer of £21 billion worth of grants per year. 

Why self-service needs to be ‘guided’ 

Based on experience to date, we know that a 100% self-service approach is not desirable. 

100% self-service would be less efficient as grant teams would need to create ‘brand new’ processes and questions, instead of re-using what has worked well before. 

100% self-service would also lead to inconsistency. For MHCLG’s grant recipients and the service’s end users, it would mean a less consistent user experience when accessing different grants, including being asked for the same data in a slightly different way, or being asked to use multiple different IT systems to submit data depending on different grants. For MHCLG users, it would mean funding data has been collected inconsistently, making it difficult to combine data about multiple grants and inform decision making. 

Keeping an element of human touch 

There will still be moments when the more resource-intensive human touch is needed to launch a new grant on the service.  

For example, most of a new grant application can be populated by the common questions in the service’s question bank, but there are 5 questions bespoke to this fund because it is the only grant concerned with counting caravans. This is when the Funding Service’s user-centred design team can help the grant team design this small bespoke element to ensure it still meets the expected service, grant and data standards. 

Importantly, the user-centred design team will be available to help when they are needed, precisely because the majority of all grant teams’ needs are being met via the guided self-service offer. 

Get in touch 

We’d love to hear from similar services in other organisations so we can share learning and collaborate. Leave a comment below or contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.. If you are working in a funding service in another government department, join the #funding-services channel on the cross-government Slack. 

(Originally posted by Ruth Keeling, Service Owner, Funding Service)
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