EDI Baseline Assessment

Name:
EDI Strategy
 
The following ten questions pertain to creating a diverse, equitable, and inclusive workplace.
 
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Your organization has clearly articulated why EDI is a priority for us and the long-term vision we have for our future because of it.
Yes
No
Your organization’s EDI priorities are a reflection of and are fully aligned with our mission, vision, and values.
Yes
No
Your organization has built broad consensus on an overarching EDI strategy.
Yes
No
Your organization has clearly articulated strategic objectives that are fully aligned with its overarching purpose and strategy.
Yes
No
Your organization has publicly, transparently, and robustly disclosed our EDI aspirations along with our progress and accomplishments.
Yes
No
Your organization intentionally sets the tone and direction for its EDI strategy and has ingrained it in organizational culture (structures, systems, processes, programs, policies, and behaviors).
Yes
No
Your organization’s Board, CEO, Executives, Managers, and employees have a shared commitment to EDI.
Yes
No
Your organization ensures it dedicates sufficient resources to support EDI initiatives (funding, space, time, people, etc.)
Yes
No
Your organization’s EDI strategy includes clear roles and accountabilities along with initiatives that are aligned with and customized to the organization’s EDI needs and challenges.
Yes
No
Your organization’s Board of Directors is a leader and example in EDI and has ensured a governance model that provides exemplary direction and control for the agreed EDI strategy.
Yes
No
Diversity
 
The following ten questions pertain to creating a workplace that supports the unique, inherent, and acquired diversity of its people.
 
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Your organization respects the unique traits that individuals possess in both their inherent diversity, (e.g., race, gender, sexual orientation, or disability) and their acquired diversity, (e.g., diversity of thought, cross-cultural communication, language, or social skills.)
Yes
No
Your organization has developed and implemented systems and processes that ensure diversity is optimized across all levels of the organization.
Yes
No
Your organization strikes diverse task forces, working groups and committees that assume people are valued for what they offer, not because they need a representative from an identity group.
Yes
No
Your organization empowers and ensures Managers play a key role in successful implementation of EDI. For example, they are trained to leverage the strategy in their departments by modeling inclusive behaviors and sharing learning resources.
Yes
No
Your organization is visibly diverse at all levels which includes the Board of Directors, CEO, Executives, Managers, and Employees. For example, people can easily see and count on looking at any level in the organization and seeing people (i.e., more than just a “token” individual) who belong to their identity group.
Yes
No
Your organization ‘s Board, CEO, Executives, Managers, and employees are careful not to engage in preferential treatment of some group members over others.
Yes
No
Your organization conducts systematic, consistent, and frequent scans to measures, and assesses progress toward its diversity objectives.
Yes
No
Your organization has built a deeply trusted and respectful culture of diversity that people can count on.
Yes
No
Your organization has agreed on and implemented non-discrimination policies, rules, and regulations in support of our diversity efforts and strategy.
Yes
No
Your organization’s talent and performance management system accurately reflects our diversity strategy and objectives, from talent acquisition to onboarding, retention, promotion, resourcing, compensation, and offboarding.
Yes
No
Equity
 
The following ten questions pertain to creating and accommodating equal opportunity to achieve fair outcomes for individuals in the workplace.
 
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Your organization treats all its people fairly while considering individual differences, recognizing that fairness looks different based on an individual’s power and privilege in society, and accommodates for those differences.
Yes
No
Your organization has leadership development and mentoring systems and processes in place that will ensure the ongoing success of employees who are (or may have historically been) underrepresented in positions of leadership and influence within the organization.
Yes
No
Your organization‘s Board, CEO, Executive Team and Managers use their influence to reduce inequities that might exist across all employee groups and levels.
Yes
No
Your organization has an environment that ensures all employees are rewarded equitably for their work, such as always providing "equal pay for equal work."
Yes
No
Your organization provides safe ways for employees to voice their grievances.
Yes
No
Your organization has a fair promotion process free of discrimination and bias of any kind.
Yes
No
Your organization’s people can count on receiving fair performance reviews free of discrimination and bias of any kind.
Yes
No
Your organization has proactively searched for and removed any systemic inequalities or intentional practices that would maintain inequities such as wage secrecy policies or compensation differentials based on any aspect of diversity (e.g., gender, visible, etc.)
Yes
No
Your organization provides mandatory, ongoing anti-bias training for the Board, CEO, Executives, Managers, and employees, at all levels, with an aim to remove biases that lead to and reinforce inequities, for example sexism, racism, agism, etc.
Yes
No
Your organization holds the Board, CEO, Executives and Managers accountable through the formal annual evaluation and compensation system for actioning EDI strategy and initiatives (e.g., modeling equitable and inclusive behaviors, being accountable for developing diverse talents.)
Yes
No
Inclusion
 
The following ten questions pertain creating a workplace where people feel a sense of belonging, are valued for their differences, and are empowered to freely participate and succeed.
 
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Your organization is an organization where all employees feel a sense of belonging, valued for their differences, and empowered to participate and contribute freely.
Yes
No
Your organization believes fundamentally in inclusion and consistently conducts itself in full alignment with that belief.
Yes
No
Your organization fairly implements best practices in inclusion.
Yes
No
Your organization’s Board, CEO, Executives, Managers, and employees feel emotionally safe enough to be able to share an authentic, collective commitment to learning from and collaborate with each other.
Yes
No
Your organization’s Board, CEO, Executives, Managers, and employees experience high levels of trust and consistently and openly demonstrate deep respect and appreciation for others in both their verbal and non-verbal communications with one another.
Yes
No
Your organization’s Board, CEO, Executives, Managers, and employees regularly create opportunities to encourage people to share personal experiences by doing so themselves.
Yes
No
Your organization’s Board, CEO, Executives, Managers, and employees receive mandatory training in recognizing, challenging, and removing microaggressions in both themselves and others (for example covert acts of sexism and other inequities common in the workplace.)
Yes
No
Your organization provides mandatory training in how to create and maintain an inclusive workplace to help people understand why inclusion is important.
Yes
No
Your organization‘s people are valued for who they are as people, not just for the jobs they fulfill.
Yes
No
Your organization‘s Board, CEO, Executives, and Managers ask others about what they know, think, or feel, especially when their perspective may be different. They listen to those answers in ways that allow them to respond with understanding rather than playing the critic. And they seek feedback on decisions that may have a direct impact on them (prior to making them.)
Yes
No
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