Award Mobilisation (A1)
We intend to:
- Reform the award mobilisation stage of the funding lifecycle
- Focus on researcher experience as well as process efficiency
- Improve the transition form pre to post-award
- Increase transparency across the research lifecycle
- Integrate with the Research Finance Stabilisation activities
The benefits:
- Reduced risk of non-compliance with funders
- More staff time to focus on core tasks and value-adding roles
- Better management information to make better informed decisions
- Efficiency resulting on lower cost per research project
Project Manager: Malcolm Brown
Enquires: rlp-projecta@manchester.ac.uk
Timeline:
- 2022 – 2023
The Project Implementation Team
Project Manager: Caroline Hargreaves
Enquires: rlp-projecta@manchester.ac.uk
Name |
Role |
Area |
Lita Denny | Head of Research Services | RBE |
Petri Uola | Head of Research Finance | Research Finance |
Caroline Hargreaves | Senior Business Change Manager | Research Lifecycle Programme |
Traceyanne Sinclair | Research Costing Manager | Research Finance |
Niki Harratt | Communications and Engagement Officer | Research Lifecycle Programme |
Sara Lockett | Research Services Operations Manager | FSE |
Emma Reilly | Research Services Operations Manager | FSE |
Julie Saunders | Research Services Operations Manager | BMH |
Jonathan Starbrook | Research Services Operations Manager | HUM |
Elaine Edwards | Research Services Operations Manager | HUM |
Kirsty Brennan | Senior Research Finance Manager HUM | Research Finance |
Jamie Flood | Senior Research Finance Manager (FSE) | Research Finance |
Malcolm Spencer | Senior Research Finance Manager BMH | Research Finance |
Philippa Walker | Head of Research Operations | SoSS |
Michael Platt | P&OD Talent Acquisition & Transformation Manager | P&OD |
April Lockyer or nominee | Head of Research, Governance, Ethics and Integrity (RGEIT) | RGEIT |
Mehmood Mulla | Lead Data Analyst | Planning |
TBC for relevant process deep dives | TBC | Research Contracts |
TBC for relevant process deep dives | TBC | Business Engagement & Knowledge Exchange |
Find out about all of the work that has been undertaken to improve the award mobilisation process.
Implementation of Award Mobilisation – improvements to grant awards set up and continuous improvement
We are pleased to announce our new University-wide award set up process for all research grant awards is now going live following pilot tests. This has been developed to improve the experience of researchers and Professional Services (PS) teams and to ensure a smoother process from an award being granted through to project set up and launch.
This innovation has been delivered through the Research Lifecycle Programme which initiated the Award Mobilisation Project in 2023. This project was sponsored by Colette Fagan, the Vice-President for Research and the University’s Research Strategy Group (RSG). The project addressed how the combination of complex and unclear processes and, the pressures of externally driven deadlines were creating an unduly time-consuming and burdensome awards set up process.
What will Award Mobilisation be offering Researchers?
12 additional staff have been recruited into Faculty Research Services (RS) and Research Finance (RF) teams. This has improved staffing capacity for both RS and RF to support Award Mobilisation within the RS team. On boarding activities have taken place to embed these new colleagues into their respective teams.
Each faculty will be implementing improvements incrementally through their Research Services teams during summer 2024. Researchers should start to see improvements at the point a grant has been awarded.
In addition to the extra resources added into faculties, the investment in Research Services and Research finance has enabled us to provide new services to researchers. It is supporting improvements in the transparency of existing processes that researchers need to navigate when they win a new award or request a new contract.
Key changes are:
- Awards Mobilisation Plan (AMP) – On winning an award or requesting a new funded research contract, PI’s can expect to receive an awards mobilisation (AMP) plan within five working days. The plan will highlight key T&Cs, all the processes which need to be completed and any gaps in information that need to be addressed to start the project.
- Proactive Touch Points – Additional proactive touch points have been agreed with senior stakeholders, between the RSO and PI throughout the award set up to discuss ongoing activities.
- Milestones – The introduction of Milestones in Pure will track award activities and advise PIs when tasks have been completed and by whom.
- Service Quality Manager – The recruitment of a Service Quality Manager to support service quality monitoring, training, service development, further stage-based reforms, and management of Key Performance Indicators (KPIs).
- Key Performance Indicators – the introduction of two KPIs to improve timescales of activities taking place at award set up.
Will there be any future projects to improve the Research Lifecycle?
Yes! The arrival of the Service Quality Manager will inevitably bring change and improvements to the process. Also, the Research Lifecycle Programme is actively working on further projects with the intention of improving things for researchers and professional services. If you are interested in becoming a stakeholder on any futures projects, please email us rlp-projecta@manchester.ac.uk and we can discuss your involvement.
What is Research and Business Engagement (RBE) doing to support continuous improvement outside of RLP?
RBE supports the ongoing development of strategy and policy for research, business engagement, and graduate education and works together with faculties and other PS directorates to ensure effective operational support for research and researchers.
Continual Improvement has been taking place across the department and some highlights are:
- Business Engagement & Knowledge Exchange (BE&KE) – Higher Education Business and Community Interaction Survey (HEBCIS) – BE&KE have taken over full responsibility for HEBCIS reporting and have made significant improvements to the volume and quality of data captured across a number of HEBCIS metrics, which directly feed into institutional innovation funding.
Small and medium-sized enterprise (SME) Tagging in Pure – Working closely with Research Services, a feature has been added into Pure to tag external organisations as SME companies and Strategic Partner organisations.
As part of the tagging process, checks were carried out against external data sources to identify and versify SME companies. 1,794 companies have now been tagged in Pure as SMEs. In future, checking and tagging of SMEs in Pure will become part of our business as usual processes in BE&KE in order to maintain correct information in the system. This change will enable us to report more accurately on the number of SMEs we engage with and the type of engagement / collaboration.
Knowledge Exchange Funding – Through the awarding and administration of the UK Research and Innovation (UKRI) Impact Acceleration Account (IAA) funding and Innovate UK KTP funding, the team are continually trying to improve the process for academics, internal colleagues, and external partners. The team have recently developed refreshed guidance related to costing IAA projects in collaboration with RS, to make the project costing as trouble-free as possible. The team have also worked with the Contracts team to embed template contracts as part of the IAA application forms to speed up the contracting process post-award for projects that don’t require contract amendments or negotiations.
- Contracts Team – As part of the Award Mobilisation project the Contracts Team have been working with colleagues from across Professional Services to ensure agreements are finalised more efficiently and to help support academics to start the work. Tagging users in Pure and keeping relevant staff updated during negotiations will support with transparency.
- People & Organisational Development (P&OD) – Close collaboration between P&OD and RBE have facilitated the focus on workforce planning and strategic aims such as the research income targets over the next five years, building scenarios to consider the factors involved and thinking deeply about investment in the workforce needed to make that a reality. This positive partnership is building relationships between areas and helping improve understanding of priorities for improved support.
- Research Ethics – A major update of the Ethics Review Manager (ERM) system was released earlier this academic year, following a consultation exercise and user acceptance testing with the research community. The update utilised new software features to streamline the application form and introduce additional routes tailored to specific types of projects, as well as make improvements to usability to better support the diverse research community.
- Research Governance – We have re-engineered our sponsor review process with two key objectives: clarifying the scope and reducing duplication and burden for staff and student researchers. To achieve this, we made several changes:
- Revised Sponsor Review Form: The sponsor review form template has been updated. It now directly connects researchers with university guidance and policy, streamlining the process.
- Removal of Second Review Stage: Our analysis revealed that the initial review stage contributes that most value. In contrast, the second review stage was primarily limited to ‘checking’. Based on this insight, we have eliminated the second review stage and thereby reduced overall internal review timelines.
- User Acceptance and Regulatory Approvals: User feedback indicates that the changes are acceptable. Additionally, monitoring of regulatory approvals confirms that there has been no tangible impact on study outcomes.
Acknowledging concerns raised by researchers regarding lengthy, text-based guidance, we have taken proactive steps to address this issue by developing concise video training modules focused on key areas. Collaborating closely with the FBMH communications and marketing team, we have successfully developed two training videos which are now available on the FBMH YouTube channel. User acceptability will be evaluated, and feedback gathered to inform the future development of similar materials; in line with the University’s Equality, Diversity, and Inclusion (EDI) strategy, we are committed to increasing staff and student accessibility to the knowledge base that underpins research governance and ethics processes.
How do I get help and support about this project and any future RLP projects?
To read more about Project A1 Award Mobilisation and read our Frequently Asked Questions (FAQs), please visit the Research Lifecycle Programme pages. https://www.rlp.manchester.ac.uk/projects/award-mobilisation-a1/.
For further information please contact rlp-projecta@manchester.ac.uk.
One of the aims of the project was to improve on the handover process between Research Services (RS) and Research Finance (RF). What steps will be taken to ensure the handover between Pre-Award Team (RS) and the award mobilisation team will be an improvement on the existing process?
The project has identified around 25 processes which are core to award mobilisation and deep–dive workshops have taken place over summer 2023 to identify how to make these processes more user-friendly, efficient, measurable and fit for purpose. Handovers will take place at strategic points and will utilise Milestones in Pure.
What can researchers expect from Award Mobilisation?
A total investment of 12 FTE into Research Services and Research Finance to support with these processes. Most notably, the creation of an Award Mobilisation plan to support with award set up activities and signposting. Improvements to processes should speed up set up and the introduction of Pure Milestones to track activities and support transparency.
What will Award Mobilisation look like for me?
PIs should expect to be contacted by the RSO within five working days of award notification with an AM plan outlining important information and activities which need to take place to set up the award. Estimated timelines will be included as well as signposting to relevant teams/activities, e.g., Procurement set up, P&OD tasks, such as JDs, Export controls, Trusted Research and Financial considerations.
The RSO will schedule touch points to follow-up outstanding activities and provide updates. Additionally, Milestones will be added to Pure to track activities such as Award Acceptance, AM Plan initiated and Award kick-off meeting.
How will the Award Mobilisation Plan help?
On winning an award or requesting a new funded research contract, PI’s can expect to receive an awards mobilisation (AMP) plan within five working days. The plan will highlight key T&Cs, all the processes which need to be completed and any gaps in information that need to be addressed to start the project. The plan will include an estimated timeline for concluding these activities and the key contacts for the team’s supporting mobilisation of the award.
Do I need to take any action now?
We have now launched our online training programme for research academics, grant approvers and Research Support staff. This programme provides training covering the use of Pure Milestones, the Award Mobilisation Plan and updates to the processes.
Access to this training and guidance materials can be found on the Research Services support pages. You will also find FAQs and a new service design.
We recommend that you make yourself familiar with this training and updates to these processes ahead of a research grant being awarded.
Will the award Mobilisation team be expected to progress all new awards? Or will their support be targeted at larger complex awards?
Current principals are that the award mobilisation support will cover large and complex projects or when support is needed. All RSOs will retain the skills to support award set up and additional resource will be available where required. This will be reviewed over time to ensure support is provided at the correct level.
What is the time scale for this project – is it dependent of filling current vacancies with Research Support & Research Finance teams?
Implementation for the award mobilisation function will start in at the beginning of 2024. Researchers may not experience the benefits until they receive an award and the award mobilisation offering will kick in.
How was Research Services be represented in the workshops?
The project implementation team includes the Faculty Research Services Operations Managers, Senior Research Finance Managers. Head of Research Services, Head of Research Finance plus a range of colleagues from Research Business Engagement (RBE), Faculty and P&OD. This is the group undertook the primary design work and this was supplemented by outputs from 3 Faculty academic/PS workshops. The process deep dives brought together a broader pool of Research Services, Research Finance, RBE, P&OD and other PS colleagues.
Where will the new Award Mobilisation team sit within our current structure? My impressions was that the team would be embedded within Faculty RS teams. Is that correct?
The project is embedding additional resource across Faculty Research Services Teams, Research Finance Team and RBE.
Who will be responsible for training the new award mobilisation staff?
The project anticipates a significant onboarding period of 2 to 3 months. Training throughout this period will be an important aspect and to a certain extent will depend on the needs of the people recruited. A mix of existing and new training material is anticipated and the project will be developing the training plan over the coming months.
Who will manage the Awards mobilisation team? will the team report to both RSS and Research finance?
The project is embedding additional resource across Faculty Research Services Teams, Research Finance Team and RBE.
Can you confirm there will be no reduction in Pre-Award staff as a result of this change? And existing Pre-award staff will not be expected / asked to move into the Award Mobilisation team to bolster the Award Mobilisation FTE
The project does not include any plans to reduce current FTE in Faculty Research Services Teams, Research Finance Team or RBE. Some existing staff (of the same grade and role type) will be given the opportunity to express an interest in the new roles, if they have an interest in prioritising award set up activity and in process improvement / development activity, before open recruitment begins.
Will the award mobilisation team have staff members from Research Support and Research Finance? As the activities involved seem to require skills from both areas?
The design sees new posts embedded in both areas as opposed to creating a separate team.
Will job descriptions for current Research Support Officers change based on if you sit within the pre-award team or the Awards Mobilisation team?
The project is not making any changes to the job descriptions of existing staff. The existing job descriptions are forming the basis of the awards mobilisation roles and these will have a focus on prioritising and improving the award mobilisation process.