# Learning budget access survey

Improve access to professional development funding.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. Which approval step was unclear?

Answer: ____________________

## 2. What prevented using the budget?

Answer: ____________________

## 3. What information should appear upfront?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. An unclear approval step identifies where a funding request lacks understandable responsibilities or conditions. Explain the actual route without promising approval.
2. A barrier to using funding distinguishes missing information, approval dependencies and suitable learning options. Explain the actual application route, without assuming an unused budget signals disinterest or that a request guarantees reimbursement.
3. Information needed upfront identifies what people require before considering a learning request. Verify eligibility examples and application conditions with the responsible owner.

Interpretation caution: Unused budgets do not prove low interest.


## Illustrative finding and follow-up

Observation: Staff cannot distinguish eligible costs from exclusions.

Action to test: Publish sample eligible requests.

Follow-up: After trying the change, repeat “Which approval step was unclear?” with people who experienced it. Check whether they still describe the original issue: staff cannot distinguish eligible costs from exclusions. Compare explanations and sample context, rather than claiming the change caused an improvement.