Budgeting for Inclusion

Designing a Research Project

Budgeting for Inclusion

In this section we consider the different aspects of inclusive budgeting; accessibility requirements, equitable budget sharing, and proper renumeration for contributors.

Introduction

Funders are increasingly recognising the importance of inclusive research. They often recommend or require that researchers show how their proposed research is equitable and considerate of multiple identities.

There are several aspects of budgeting in research that should be looked at using an inclusivity lens. These include budgeting for accessibility adaptations, equitable sharing of funds between research partners, and reimbursing public contributors.

Budgeting for accessibility

The adjustments that are required to make research projects accessible, representative, and inclusive often come with a cost. There are many things to consider in this regard, you might require new equipment, interpretation and translation services, additional staff to support the project, or hiring of public spaces. To get started, we recommend reading this GOV.UK blog post ‘What we mean when we talk about accessibility’ by Alistair Duggin and looking at this report ‘Budgeting for Equality’ by the Glasgow Disability Alliance.

Equitable budget allocation

Equitable budget allocation is especially important to consider when collaborators occupy different positions of power, such as in partnerships between global north and global south institutions. This Budget Equity Toolkit and summary sheet by the TEPSO (Towards Equal Partnerships with Global South) project set out some key things to consider when engaging in such partnerships.

Reimbursing public contributors

As explained in the section on Co-Creation and Collaboration, public contribution is not the same as participation in research. It is crucial that public contributors are involved in budgeting from the outset and are reimbursed properly. Read ‘Payment guidance for researchers and professionals’ published by NIHR for a general overview of this.

Financial inequality is both a cause and symptom of unequal power distributions, in research and wider society. Paying attention to the different ways money is distributed in research projects and ensuring that these are equitable is a key part of inclusive research. This includes ensuring sufficient funds to make projects accessible, proper distribution of financial decision making, and sufficient remuneration.

Activity

Accessibility Budgeting

See page 31 of the workbook.

Use a table, like the one below, to write down some accessibility adjustments you could make to your research. You will then need to look into the cost of different items. Use this as an opportunity to learn more about the different factors needed to make your research accessible and inclusive.

Item Description Cost

Practical Steps and Tools

Don’t rush budgeting. Considerations to improve equity and inclusion are often the first to be dropped when projects come under pressure. Avoid this by giving yourself plenty of time to draw up a full and proper budget.

Include key partners in budgeting from the outset. It can be hard to anticipate all the possible requirements for a budget, particularly those which relate to aspects outside your experience. This can be mitigated by giving research partners, public contributors, or independent advisors a say in budgeting from the very beginning

If you have already received funding, apply for additional funding to make your accommodations possible:

  • Check with your funder if they have additional funds available to support equitable accommodations.
    For example, the British Academy Additional Needs Fund.
  • Check with other funders to see if they can provide the required financial support.

It can be difficult to predict in advance how much things will cost exactly. Furthermore, given the long time-scales for some projects, costs may increase between the time when you apply for funds and when you use them. As such, we recommend adding 10% to your proposed budget costs to ensure you are not left with insufficient funds.

References and Further Resources

The Elizabeth Blackwell Institute have a [toolkit to improve pre-award processes to reduce inequality. This aims to help funders and institutions design funding calls in a more accessible way.

Contribute to the Hub

Feedback helps improve research quality, refine methods, and keep insights relevant and impactful. By sharing their perspectives, users help shape future studies, refine methodologies, and contribute to a more dynamic and collaborative research community.

Contribution Submission

The Hub is a living resource. As such, we welcome critical feedback and contributions of all kinds. In particular, we invite feedback on:

  • Concepts or practices we may have missed or under-explained
  • Our use of language, and how it could be clarified or made more inclusive
  • The organisation and presentation of information and resources

We would especially appreciate suggestions for subject-specific case-studies that are relevant to the various sections of the Hub.

Contextualising Research

Contextualising Research

Forming a Research Question

Forming a Research Question

Designing a Research Project

Designing a Research Project

Collecting Data

Collecting Data

Analysing and Interpreting Data

Analysing and Interpreting Data

Communicating Results

Communicating Results