Read all the shortlisted entries into this award category, excellence in tenant scrutiny, at the Welsh Housing Awards (WHA) 2024 and find out who won the award on the night.
This award recognises innovative approaches to engagement with tenants, enabling them to take a full and active role in the scrutiny of their landlord.
Scrutinising the flexi-way
Hafod
To ensure we maximise how we hear our customers voice, we offer four flexible ways for our customers to scrutinise our services: Scrutiny Panel, mystery shoppers, Question of the Month and Physical Adaptation Panel.
The scrutiny panel consists of six customers, two colleagues and two board members, meeting online on a quarterly basis, who act as the link between scrutiny and board to ensure we are putting our customers first. It has evolved over the years and works a little differently to many others.
Their main duties are:
Challenge resolution and future opportunities are explored with the panel and feedback and ideas put forward, are then incorporated into the business strategic and operational plans.
Mystery shopping takes place online by customers listening to recorded calls (other methods of communication planned for October 2024) made to our customer services team. Customers answer a set of questions on how they feel the call was handled and give suggestions for improvement.
This flexible approach enables customers to take part at a time suitable to their needs and removes the need for intensive training. This takes place quarterly, and customers receive a £20 voucher as a thank you for their time. Recruitment is ongoing with customers able to join at any time, once they have completed the volunteer agreements covering confidentiality.
Results from the mystery shopping exercise are analysed and then fed into our continuous improvement approach for our customer services team development and wider organisation customer ethos.
The aim of our Question of the Month is to gain valuable customer insight by asking our customer’s 12 essential hot topic questions in a way that is quick and easy for the customer, enabling us to make informed decisions, especially when we are looking to change a service that directly affects our customers.
We randomly select 600 customers per month to take part, they receive an email with a link to share their thoughts on a specific topic using an online form. Customers are also able to take part through our Connect enewsletter and social media platforms.
The questions are chosen by colleagues from across the organisation, who have a particular area of customer insight interest, perhaps to inform a project during ideation or to review feedback on implementation. This ensures we are gaining customer voice and view to inform our plans and review how changes in our operations benefit, or not, our customers so we have a continuous lessons learnt approach.
The Physical Adaptation Panel aims to comprehensively reassess refused applications for physical adaptations in homes. We focus on identifying grounds for refusal, re-evaluating requirements, and providing tailored recommendations to address individual needs.
This process considers the applicant's current condition, accessibility challenges within the home, and the necessity of requested adaptations.
We held an introductory meeting where customers and colleagues collectively defined the purpose and objectives of the panel. Together we drafted the aims and purpose of the panel for review and feedback, ensuring alignment with customers' aspirations.
Sarah Hancock | head of assets at Hafod
“We’re delighted to be able to involve our customers in the decision-making process, as their first-hand experience offers us a new perspective, encouraging our team to think in new ways. Physical adaptations can make a big difference to people’s lives, and we’re grateful that our customers are so willing to give up their time to help others.”
The outcomes of customer involvement in our scrutiny process have been transformative, ensuring fairness, equality, and improved accessibility for all customers, giving our board assurance that our customer voice is being heard.
Scrutiny Panel adopting a new ‘Spotlight on’ session and changing to meet online, has enabled customers to be more informed about the topic and has increased the membership by three.
Mystery shoppers membership has increased by five this year, their feedback has helped to devise and monitor a set of customer services key performance indicator’s to ensure our customers are receiving an exemplary service.
Question of the Month identified key topics for our customers resulting in a targeted ‘In Your Community’ action plan visiting over 30 communities this summer.
Physical Adaptation Panel has carried out three reviews so far, with customer involvement driving the decisions to ensure our customers receive a fair and equal service from someone with experience of living in an adapted home.
These outcomes exemplify our commitment to excellence in scrutiny, demonstrating a clear, positive impact on both service delivery and customer empowerment. The initiatives are designed with sustainability in mind, ensuring that the benefits of their work will be felt for years to come.
Trivallis - Tenant involvement
Statement of support
Trivallis has fostered a robust framework for tenant involvement, ensuring that tenants play a pivotal role in shaping services that directly impact their quality of life. This collaborative effort between tenants and senior staff has led to the creation of an inclusive and meaningful structure, allowing 671 tenants to actively participate in the running of the organisation. The cornerstone of this success lies in Trivallis’ commitment to offering flexible and varied engagement opportunities, accommodating tenants’ diverse circumstances and preferences.
Trivallis has implemented a three-tiered system of involvement, which empowers tenants to choose how much time they wish to contribute, ensuring that all forms of participation are valued equally. This innovative approach allows tenants to engage at a level that suits their availability and personal circumstances:
To enhance this flexible structure, Trivallis has employed multiple innovative methods for tenant scrutiny and feedback, ensuring that a broad spectrum of voices is heard:
Trivallis also places a strong emphasis on supporting tenants in their involvement journey. The chair of the Tenant Action Panel and the community involvement team provide tailored, person-centred support to ensure that every tenant can engage meaningfully:
Through these innovative strategies, Trivallis ensures that tenant involvement is not only possible but also meaningful and impactful, aligning with the organisation's broader goals of building brighter futures for all.
Outcomes and achievements
Trivallis tenants have actively contributed to significant improvements through their involvement in in three key areas – communication, tenant services, and policy. The following examples are just a few of the tangible ways that tenants have shaped these areas:
The positive impact of tenant scrutiny is borne out by improvements in tenant satisfaction. Data provided by Housemark showed that overall tenant satisfaction with Trivallis rose from 71.2 per cent in 2022 to 77 per cent in 2023, whilst formal stage one and two complaints dropped.
Grwp Cynefin - Tenants voice at Crwp Cynefin
Statement of support
Grŵp Cynefin is passionate about ensuring that tenants' voices are heard. The following main aims and objectives ensure that tenants are at the heart of Grŵp Cynefin's work:
A Culture of Tenant Involvement: Grŵp Cynefin aims to foster a culture where tenants are actively involved in making decisions and policies.
This was done recently by holding a 15-minute team presentation to all Grŵp Cynefin staff on the importance of tenant participation, the latest information on ways of participating and ensuring that staff bring policies, documents or topics to tenants for discussion.
Participation Framework – Options are provided to join face-to-face or online meetings, making sure that there are a variety of meeting times so that all tenants have the opportunity to attend. There are a variety of levels of participation available, from completing a quick questionnaire (text, email, post or phone), short task and finish sessions, attending the annual outing to joining weekly online meetings. Tenants can participate in a way that suits them.
Listed below are the different methods used:
Outcomes and achievements
Participation information session - Informal 30-minute online sessions are arranged regularly on social media encouraging tenants to participate in Grŵp Cynefin's social media e.g. Facebook message - Facebook participation video / Instagram - Instagram participation video
Website - We work continuously with our tenants to improve the information on our website ensuring clarity and trying to make it easy to use have your say / take part - Grŵp Cynefin (grwpcynefin.org) and your voice - Grŵp Cynefin (grwpcynefin.org)
Outing - during the outings staff give an explanation of the different levels of participation, and ask tenants if they would like to have a chat with a member of the community initiatives team or attend a Zoom presentation session to participate.
Monthly tenants' bulletin - Grŵp Cynefin now sends a monthly bulletin to tenants by email, each bulletin includes a participation element in each issue - mystery shoppers, participation options etc.
Grŵp Cynefin holds an annual review of whether the participating tenants represent our tenants more widely by using tenant profiling.
Melin Homes - Joint Customer Panel in merger
Statement of support
Summary: The Joint Customer Panel represents an exemplary model of tenant scrutiny, sitting at the heart of the governance structure and overseeing the merger. Their focus is to provide assurance that tenants’ voices are heard in all aspects of the merger process.
They have selected an independent tenant advisor to provide an impartial, reassuring perspective, giving tenants access to accurate information, tenants on the Joint Customer Panel have supported the recruitment of the CEO/executive designate roles, and co-produced the new organisations promise to its tenants, ensuring tenants’ values, concerns, and expectations are listened to.
Objectives: To hold the new organisation accountable for embedding the customer voice, ensuring that all communications are accessible so everyone has an opportunity to share their views.
Stage one consultation: The panel ensured all tenants knew about the merger. Panel members co-designed the first survey that sought to understand what was most important to tenants and residents. Feedback was used to create “Our Promise to You,” outlining the new organisation’s commitment to its tenants in future service delivery.
The panel also reviewed all communications in merger messaging, to sense check and make sure it was jargon-free.
It worked alongside our branding agency to inform the new organisation’s name, look, vision and values.
Stage two consultation: The panel scrutinised the draft “Promise” to all tenants making sure it was reflective of the views expressed in stage one.
Scrutiny: The panel remains key to scrutinising performance against the ‘promise’. It will hold the new organisation to account for delivering the ‘promise’, demonstrating a commitment to continuous tenant-led scrutiny.
Impact: The panel has already had a profound impact on the merger process:
Empowerment: Ensuring tenant voices were heard during merger, has empowered tenants to influence the new company’s operational focus.
Panel chair Shelley said: “I was in a dire situation in a previous property where I was ignored. I made a point to make sure that it never happened again.”
Promise: Feedback from consultations shaped the “Promise”, giving assurance that tenant’s priorities are being heard.
Panel vice chair David said: “It’s a chance to shape it with the voice of residents.”
Ongoing governance role: The panel will ensure the “Promise” is upheld and that tenants’ voices remain a central pillar of post-merger governance. Panel member Edna added; “I want to know what’s going to happen to the residents, are we going to benefit from the merger and how?”
Outcomes and achievements
Low attendance at office events meant in stage two we focused on community-based outreach.
Targeted residents who had a first language other than English.
Texted and called younger tenants, resulting in greater responses from this demographic in stage two.
Vulnerable tenants raised initial concerns so we made sure support workers had all the information and knew when letters would be sent, and an accessible animation was created to reassure tenants. One resident said: “I spoke to a lovely lady about my son who has additional needs. She was fantastic, couldn’t fault her understanding and the way she took on board life from a different view.”
The panel ensured the merger is shaped by tenants’ priorities, aligning the new organisation with tenant expectations and enabling engagement from harder to reach groups.
Independent assurance: The independent tenant advisor strengthened tenant trust in the merger process.
Using TPAS best practice standards and ongoing customer engagement, tenant scrutiny has been practiced throughout merger.
The panel’s role in the merger demonstrates an exceptional commitment to tenant scrutiny, customer engagement, and operational transparency. It’s proof that embedding the customer voice in all decision-making, we improve services and create stronger, more responsive organisations.
Submitted on behalf of the Joint Customer Panel, recognising their ongoing dedication to upholding tenants’ voices during a period of change.