Equalities monitoring form – notes
 There are some places where you can tailor the form to your
needs. These are indicated with a yellow highlight.
 You should collect the information anonymously and ensure that
you preserve people’s anonymity in any reporting of the data that
you collect.
 To support this and gain people’s trust we would recommend that
you collect this information electronically online wherever possible.
 It is important to remind participants that this is a monitoring form
that will allow us to evidence inequalities and progress towards
equalities.
[Your organisation/project name and
any logos here]
Equalities monitoring form
Introductory text
[Brief explanation of why the data is being requested and analysed]
The aim of requesting and analysing this information is to improve our
understanding of [reason why data is being collected] in the education
and training sector, including barriers to access.
We recognise that you may feel that the information requested is
sensitive. Completion of this questionnaire is anonymous and entirely
voluntary. Neither the act of collecting this information nor any of the
questions is intended to cause offence. An option to ‘prefer not to say’ is
included for every question.
For more information about the form, please visit:
http://www.et-foundation.co.uk/our-organisation/equality-and-diversity/.
Data will be stored securely and only the project/HR team will have
access to it. Data will be reported anonymously; this means that it will
not be possible to identify you in the analysis. Please read the following
before you begin:
 If you use assistive technology (e.g. a screen reader) or are a deaf
BSL speaker, please tell us if you need any help to be able to
complete this questionnaire. Please contact us at the earliest
opportunity and we will be pleased to help. Please contact [email
address/tel/text number]
 Questions marked with *(asterisk) are critical to us and need to be
completed.
 This survey will close on Date
If you have any queries, please contact [email address/tel/text number]
*1. Which type of education and training provider are
you? (A-Z order) Please select all that apply.
Adult and Community Learning
General FE College
Independent Training Provider
IAG/National Careers Service
Land-based College
OLASS provider
Sixth-Form College
Specialist College
Specialist Designated Institution
Third Sector
Other, please specify:
*2. In which region is your organisation
based? Please select one. (A-Z order)
East Midlands
East of England
London
National
North East
North West
South East
South West
West Midlands
Yorkshire and The Humber
Don’t know
Prefer not to say
*3. What is your current job/role? (A-Z order)
Please select all that apply. (Note: learners
are included for staff who see themselves as
being in a learning role, e.g. study to become
a teacher/ in an internship role and for those
learners who work alongside staff in learner
voice roles and may co-develop or co-deliver
workforce activities alongside staff.)
Administrator
CEO/Director/Principal/head of
Service
Governor/non-executive director
Head of department
Learner/student/apprentice/trainee
Manager/co-ordinator
Support worker/staff
Teacher/tutor/trainer/lecturer
Trainee teacher
Other, please specify:
Prefer not to say
*4. What is your main role in the
education and training sector? Please
select one.
Learner
Member of staff
Other, please specify:
Prefer not to say
Sub questions for staff:
*4.1 How many years have you been in
your current job/role? (Enter zero for
less than 1 year)
*4.2 How many years have you worked
in the education and training sector?
(Enter zero for less than 1 year)
Sub question for learners:
*4.3 How many years have you been
on your current course of study? (Enter
zero for less than 1 year)
*5. What is your age? Please
select one.
14-19
20-24
25-29
30-34
35-39
40-44
45-49
50-54
55-59
60-64
65-69
70-74
75+
Prefer not to say
*6. How would you describe your
national identity? Please select one.
(A-Z order)
British
English
Northern Irish
Scottish
Welsh
Other, please specify:
Prefer not to say
*7.What is your ethnicity? Please select one.
The ethnic origin categories below are taken from the
2011 Census. They are not about nationality, place of
birth or citizenship. They are about the group to which
you as an individual perceive you belong.
Asian/Asian British
Indian
Pakistani
Chinese
Bangladeshi
Any other Asian background
Black/African/Caribbean/Black British
African
Caribbean
Any other Black/ African/Caribbean
background
Mixed/multiple ethnic groups
White and Black Caribbean
White and Black African
White and Asian
Any other mixed background
White
English
Welsh
Scottish
Northern Irish
Irish
Gypsy or Irish Traveller
Other White background
Other ethnic group
Arab
Cornish (given minority ethnic status in
2014)
Any other ethnic group
Prefer not to say
*8. Please describe your gender
identity. Please select one. ‘X’ and
‘other’ are internationally used options
that are inclusive of people who do not
identify with the gender binary of male
and female.
Female (including male to
female trans women)
Male (including female to
male trans men)
X
Other, please specify:
Prefer not to say
*9. Is your gender identity different
to the sex you were assumed to be
at birth? Please select one.
Yes
No
Prefer not to say
*10. Are you pregnant or have
you been pregnant in the last
year? Please select one.
Yes
No
Prefer not to say
*11. In the past year have you taken any of the following?
Please select all that apply.
Maternity leave
Additional paternity leave (e.g. more than 2
weeks)
Adoption leave
None of the above
Prefer not to say
*12. Do you consider yourself
to be deaf or disabled or to
have physical or mental health
problems? Please select one.
Yes
No
Prefer not to say
Sub question if answer yes to Q12:
*12.1 Please select all that apply (A-Z order)
Deaf
Blind/partially sighted
Facial disfigurement
Hard of hearing
Learning difficulties
Long-term illness/medical condition
Manual dexterity difficulties
Mental health problems
Mobility difficulties
Progressive medical condition
Speech difficulty
Other, please specify:
Prefer not to say
*13. What is your sexual orientation? Please select one (AZ order). ‘Undecided’ and ‘other’ are inclusive options for
people who do not identify with the essentialist sexual
orientation identity categories of lesbian, gay, bisexual and
heterosexual.
Bisexual
Gay man
Gay woman/lesbian
Heterosexual/straight
Undecided
Other, please specify:
Prefer not to say
*14. What is your religion/belief or non-belief? Please select all
that apply.
No beliefs
Agnostic
Non-religious philosophy/belief-based lifestyle choices
Atheist
No religion
Religious beliefs
Buddhist
Christian
Hindu
Humanist
Jain
Jewish
Muslim
Pagan
Quaker
Rastafarian
Sikh
Other, please specify:
Prefer not to say
*15. Did any of your parent(s)
or guardian(s) complete a
university degree course or
equivalent (e.g., BA, BSc or
higher)? Please select one.
Yes
No
Don’t know
Prefer not to say
* 16. What type of school did you mainly attend
between the ages of 11 and 16? Please select all
that apply.
A non-selective state-run or statefunded school
A selective (on academic, faith or
other ground) state-run or statefunded school
Independent or fee-paying school
Attended school outside the UK
Didn’t attend school
Don’t know
Prefer not to say
*17. Which of the following qualifications do you hold to
date? Please select all that apply.
1-4 O levels/CSEs/GCSEs (any grades), Entry
Level, Foundation Diploma
NVQ Level 1, Foundation GNVQ, Basic Skills
5 or more O level passes/CSEs (grade
1)/GCSEs (grades A* to C), School Certificate,
1 A level/ 2-3 AS levels/VCEs, Higher Diploma
NVQ Level 2, Intermediate GNVQ, City and
Guilds Craft, BTEC First/General Diploma,
RSA Diploma
Apprenticeship
2 or more A levels/VCEs, 4or more AS levels,
Higher School Certificate,
Progression/Advanced Diploma
NVQ Level 3, Advanced GNVQ, City and
Guilds advanced craft, ONC, OND, BTEC
National RSA Advanced Diploma
Undergraduate degree (e.g., BA, BSc)
Master’s degree (e.g., MA, MSc)
Doctorate degree (e.g., PhD)
NVQ level 4-5, HNC, HND, RSA Higher
Diploma, BTEC Higher Level
Professional qualifications (e.g. teaching,
nursing, accountancy)
Other vocational/work-related qualifications
Non-UK qualifications/qualifications obtained
outside UK
No qualifications
Prefer not to say
*18. Did either (or both) of the following
apply at any point during your school
years?
Your household received income
support? Please select one.
Yes
No
Don’t know
N/A (Attended school
outside the UK)
Prefer not to say
You received free school meals?
Please select one.
Yes
No
Don’t know
N/A (Attended school
outside the UK)
Prefer not to say
*19. Are you married or in a
civil partnership? Please select
one.
Yes
No
Prefer not to say
*20. What is your current
working plan? Please select
one.
Full-time
Part-time
Prefer not to say
*21. What is your flexible working arrangement? Please
select all that apply.
Annualised hours
Compressed hours
Flexible shifts
Flexi-time
Homeworking
Job share
None (e.g. full or part time but with no flexible
working)
Staggered hours
Term-time hours
Other, please specify:
Prefer not to say
*22. Do you have caring
responsibilities? Please select one.
Yes
No
Prefer not to say
Sub question if answer yes to Q22:
*22.1 Please select all that apply.
Primary carer for a child/children
(under 18)
Primary carer for disabled
child/children (under 18)
Primary carer for disabled adult (18
and over)
Primary carer for an older person
(65+)
Secondary carer
Prefer not to say
Thank you for completing this form.
If you have any queries or comments about the form and/or how we will
analyse and use the data, please contact [email address/tel/text number]