ICB · Exemptions

Exemptions: what we agreed and what happens next

A structured application that can't be submitted half-finished, and a working surface that lets the team see the whole queue at a glance.

On Monday 6 July 2026 I spent 86 minutes with Anthony and Nathan working out what would actually move the needle for Exemptions. We covered the current application journey end to end, the mailbox, the new form Anthony has just built, the document-upload problem, and the standing queue of applicants. Two clear pieces of work came out of it, and this page records both, along with who is doing what next.

The priority we agreed is the road ahead: making every new application arrive complete, so the back-and-forth that eats the team's week stops happening in the first place. Alongside that, the team gets a better way to work the applicants already waiting.

01 · The agreed plan

Two connected pieces

The plan is one system in two parts. The main build is the new application journey, the thing that changes how every future application arrives. It sits ahead of a working surface that lets the team clear the current queue while the form is being specified and built.

The main build
The application journey

A structured application an applicant cannot submit until every required document and answer is in place. This is the headline deliverable: it makes the future process work properly, so the chasing stops being necessary.

  • A unique per-applicant link, delivered by the existing automated welcome email that 100% of applications already begin with.
  • Save and return, so an applicant can complete it across sittings.
  • An education and work timeline that accounts for every year, replacing the free-form CV and the gaps it hides.
  • Documents uploaded straight into the system, not through the unreliable MyICB upload.
Pilot before the end of July
The working surface
A view of the queue

A Professional-Standards-style view of the exemptions queue. It lands first, because it can be built from what the team already has while the form's inputs are assembled, and it gives the team immediate relief on the backlog.

  • A unified timeline per applicant, with clear document labelling.
  • Click-through to the applicant's Sodalis record.
  • Route-specific emails drafted ready for one-click sending. Humans stay in the loop; nothing sends automatically.
Seeded from the tracking spreadsheet, then wired to the mailbox

The working surface proceeds first in time, but that is a matter of dependencies, not importance. It can begin straight away, whereas the form waits on a few inputs: Anthony's tidied batch, the requirements decision tree, and access to the exemptions mailbox from Julius. The surface delivers relief now; the form is where the lasting change happens.

The new form is the specification baseline

Anthony's own MS Form, live for about a week, is the starting point. It captures what a good application needs; the build turns that into a proper application that a simple form cannot be, one that blocks an incomplete submission, remembers progress, and feeds a clean timeline of each applicant's history.

The backlog, in numbers

The current queue is the reason the working surface earns its place. These are the applicants waiting today.

89
applications from 2026, for immediate attention
about 21 at the initial stage
64
parked from 2025
worth chasing once the 2026 group is moving
63
from 2024
the oldest cohort
02 · Next steps

Who owes what, and by when

Anthony & Nathan
The inputs batch
  • The tidied tracking spreadsheet
  • The application form
  • The requirements decision tree, in Visio
Expected in one batch, Tuesday 7 July, morning
Jordan
Groundwork and the demo
  • This action-points record
  • Arranging exemptions mailbox access with Julius
  • The wider-team demo, with the latest on both the exemptions plan and the Professional Standards work
Demo Wednesday 8 July, around 11am

Timeline to the end of the engagement

The engagement runs to Monday 17 August 2026. The shape below gets both pieces operational within it.

Open questions

A note on the arrangement: this work sits within the terms of the existing engagement, at no additional fee. Coordination and reporting run through Agatha, who holds the most context on how it fits alongside the wider programme.