Develop your DEI Strategy with upBOARD Template
Enhance your organization's diversity, equity, and inclusion strategy using a comprehensive approach based on the World Economic Forum's framework. Discover the significance of DEI, understand key definitions, build a strong business case, and utilize the upBOARD DEI Template to assess, prioritize, and implement projects effectively. Drive cultural transformation internally to foster inclusivity and maximize the benefits of a diverse workforce. Visit the provided link for additional tools and resources.
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Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy The term DEI refers to Diversity, Equity and Inclusion. Diverse perspectives foster diverse thinking and help businesses address challenges in different ways. Equitable treatment of others makes the entire workforce feel valued, while having inclusive policies in place ensures that resources are distributed to those that need them. Each element makes up a specific element of workplace culture and brought together they ensure a workplace is best suited to meet the challenges of a diverse and ever-changing business environment. We ve developed an approach based on work from the World Economic Forum that leads business leaders through the process of setting context around definitions of diversity, equity and inclusion, defining the business case, assessing capabilities, gaining insight into gaps and opportunities, and creating and managing projects that will transform an organization s culture to its core. Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy DEI Definitions Diversity, Equity and Inclusion are different yet complementary concepts. Teams and organizations benefit most when they incorporate all three into their policies, practices and cultures. With this in mind, we provide clear definitions of each within the app (see below). On top of these key definitions, it s important for business leaders to keep in mind the different dimensions that drive and relate to diversity. Here are just a few which must be taken into consideration when outlining a DEI strategy: Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Building a Business Case The business case for diversity, equity and inclusion includes many benefits. Teams and organizations that embrace policies and practices that support diverse cultures where everyone feels psychological safety and is included as an equal in shaping the future of the company are more profitable and effective. While homogenous teams may be more productive in the very short term, diverse teams apply different perspectives, experiences and skill sets to become even more productive in the long-term. Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy We built out the upBOARD DEI Template and integrated online app to help organizations manage their own DEI process in the cloud. The template is set out in five key phases: Set the Context, Assess the Data, Review & Prioritize, and Lead Projects. 1. Assess Current State 2. Review Opportunities 3. Implement Projects 4. Share Goals & Policies 5. Track Progress Each phase leads on from the one before it, building on the learnings from the previous phase and allowing businesses to track progress and outline projects to adopt for growing their DEI initiative in-house, without the need for external consultants. Want more tools and templates? Visit https://upboard.io/
Assess the Current State Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score Ranking System 1 = Strongly Disagree 2 = Disagree 3 = Moderately Agree 4 = Agree 5 = Strongly Agree Score each area for your team or organization using the following scale: 1. Assess Current State: Talent Assessment (1= Strongly Disagree; 5= Strongly Agree) Areas of Focus Description Talent Sourcing and Selection Job Descriptions Recruitment Plans Recruitment plans target diverse groups not yet adequately represented in the organization Equitable Descriptions All job descriptions are equally applicable and written with language relevant to diverse candidates All job descriptions mention the organization s commitment to diversity, equity and inclusion in job descriptions and hiring process DE&I Commitment Talent Sourcing and Selection Talent Pools Diverse Search Tools Job postings and search tools specifically target candidates with diverse backgrounds Referral Programs Employees are given bonus for referring diverse candidates Recruitment Partners Recruitment partners have diverse staff and experience in recruiting diverse candidates Talent Sourcing and Selection - Identifying Qualified Candidates Interview Committees Uses diverse interview committees Hiring Criteria Uses clear hiring criteria Anonymous Names Anonymizes names on resumes for initial screening Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score each area for your team or organization using the following scale: Score Ranking System 1 = Strongly Disagree 2 = Disagree 3 = Moderately Agree 4 = Agree 5 = Strongly Agree 1. Assess Current State: Employee Experience Assessment (1= Strongly Disagree; 5= Strongly Agree) Areas of Focus Description Employee Experience - Daily Behaviors Employee Surveys Regular use of employee surveys to specifically assess climate and culture related diversity, equity & inclusion Internal Communication Leaders regularly communicate messages emphasizing the importance of diversity, equity and inclusion Holidays & Events Recognize a diverse array of cultural and religious holidays & events Employee Experience - Performance Management Rewards Formally and informally recognize and reward employees who role model policies and values of diversity, equity & inclusion Performance Evaluations Performance evaluations are explicitly designed to be objective across all aspects of diversity Succession Planning Succession planning programs continuously evaluate and support diversity goals Employee Experience - Learning and Development Talent management and retention strategies are explicitly designed to develop and retain diverse employees in support of diversity goals Talent Management Training & Development Training and development programs include unconscious bias, diversity, equity, and inclusion content Onboarding New employee onboarding programs reinforce policies, values, and goals around diversity, equity and inclusion Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score each area for your team or organization using the following scale: Score Ranking System 1 = Strongly Disagree 2 = Disagree 3 = Moderately Agree 4 = Agree 5 = Strongly Agree 1. Assess Current State: Organization Assessment (1= Strongly Disagree; 5= Strongly Agree) Areas of Focus Description Organizational Analysis and Monitoring - DEI Benchmarking Business Goals Has diversity, inclusion and equity included in performance goals Has systems in place to retrieve anonymous feedback about the effectiveness of diversity, equity and inclusion policies & programs Anonymous Feedback DEI Data Collects & uses diversity and inclusion data to track progress and benchmark against industry and broader population Organizational Analysis and Monitoring - Inclusive Behaviors Supports ongoing internal and external public programs in the community that funds, celebrates or recognizes diverse people & populations Events & Sponsorships Communication Includes pictures and stories of people from various backgrounds in internal and external communications Ensures internal and external communications are translated into relevant languages for employees, customers and stakeholders Language Translation Organizational Analysis and Monitoring - Employee Experience and Engagement Policies Employees have received and understand business goals and policies around diversity, equity and inclusion Employee Engagement Employee engagement strategy and goals explicitly includes diversity, equity and inclusion Engagement Surveys Employee engagement survey includes relevant questions to measure diversity, equity and inclusion goals Want more tools and templates? Visit https://upboard.io/
Review Opportunities Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 2. Review Opportunities: Overall Opportunity Summary All Strategies Breakdown Overall Assessment Summary Best Practice Focus Area Gaps Acceptable Talent # # # Fill in the number of gaps, acceptable areas, and best practices to the table based on entries above. Employee # # # Organization # # # Total # # # Right click on the chart and Edit data in Excel to update the image based on most recent data. Score Ranking System 1 = Strongly Disagree GAP 2 = Disagree 3 = Moderately Agree 4 = Agree ACCEPTABLE 5 = Strongly Agree BEST PRACTICE Gaps Acceptable Best Practice Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score Ranking System Feasibility: 1 = Very Difficult to Implement 10 = Very Easy to Implement Impact: 1 = Very Low Impact 10 = Very High Positive Impact Score each area by Feasibility and Impact 2. Review Opportunities: Talent Areas of Focus Description Assessment Feasibility Impact Talent Sourcing and Selection Job Descriptions Recruitment Plans Recruitment plans target diverse groups not yet adequately represented in the organization All job descriptions are equally applicable and written with language relevant to diverse candidates Equitable Descriptions All job descriptions mention the organization s commitment to diversity, equity and inclusion in job descriptions and hiring process DE&I Commitment Talent Sourcing and Selection Talent Pools Diverse Search Tools Job postings and search tools specifically target candidates with diverse backgrounds Referral Programs Employees are given bonus for referring diverse candidates Recruitment Partners Recruitment partners have diverse staff and experience in recruiting diverse candidates Talent Sourcing and Selection - Identifying Qualified Candidates Interview Committees Uses diverse interview committees Hiring Criteria Uses clear hiring criteria Anonymous Names Anonymizes names on resumes for initial screening Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score Ranking System Feasibility: 1 = Very Difficult to Implement 10 = Very Easy to Implement Impact: 1 = Very Low Impact 10 = Very High Positive Impact Score each area by Feasibility and Impact 2. Review Opportunities: Employee Areas of Focus Description Assessment Feasibility Impact Employee Experience - Daily Behaviors Regular use of employee surveys to specifically assess climate and culture related diversity, equity & inclusion Employee Surveys Internal Communication Leaders regularly communicate messages emphasizing the importance of diversity, equity and inclusion Holidays & Events Recognize a diverse array of cultural and religious holidays & events Employee Experience - Performance Management Formally and informally recognize and reward employees who role model policies and values of diversity, equity & inclusion Rewards Performance Evaluations Performance evaluations are explicitly designed to be objective across all aspects of diversity Succession Planning Succession planning programs continuously evaluate and support diversity goals Employee Experience - Learning and Development Talent management and retention strategies are explicitly designed to develop and retain diverse employees in support of diversity goals Talent Management Training & Development Training and development programs include unconscious bias, diversity, equity, and inclusion content New employee onboarding programs reinforce policies, values, and goals around diversity, equity and inclusion Onboarding Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Score Ranking System Feasibility: 1 = Very Difficult to Implement 10 = Very Easy to Implement Impact: 1 = Very Low Impact 10 = Very High Positive Impact Score each area by Feasibility and Impact 2. Review Opportunities: Organization Areas of Focus Description Assessment Feasibility Impact Organizational Analysis and Monitoring - DEI Benchmarking Business Goals Has diversity, inclusion and equity included in performance goals Has systems in place to retrieve anonymous feedback about the effectiveness of diversity, equity and inclusion policies & programs Anonymous Feedback Collects & uses diversity and inclusion data to track progress and benchmark against industry and broader population DEI Data Organizational Analysis and Monitoring - Inclusive Behaviors Supports ongoing internal and external public programs in the community that funds, celebrates or recognizes diverse people & populations Events & Sponsorships Communication Includes pictures and stories of people from various backgrounds in internal and external communications Ensures internal and external communications are translated into relevant languages for employees, customers and stakeholders Language Translation Organizational Analysis and Monitoring - Employee Experience and Engagement Policies Employees have received and understand business goals and policies around diversity, equity and inclusion Employee Engagement Employee engagement strategy and goals explicitly includes diversity, equity and inclusion Engagement Surveys Employee engagement survey includes relevant questions to measure diversity, equity and inclusion goals Want more tools and templates? Visit https://upboard.io/
Implement Projects Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 3. Implement Projects: Prioritize Opportunities Opportunity Map 12 10 8 Feasibility 6 4 2 0 -2 0 2 4 6 8 10 12 Right click on the chart and Edit data in Excel to update projects based on the scores you provided for Feasibility and Impact Impact Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 3. Implement Projects: Add New Project Once a business leader understands where the business is currently from a DEI perspective and where it needs to go, he or she can make more informed decisions about the best way to empower and engage the team to take DEI projects forward. Diversity and inclusion projects can be detailed and time consuming, and they require dedicated project managers as well as sponsors to make sure that project managers receive the support they need along the way. Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 3. Implement Projects: Master List Use this template to list ongoing DEI initiatives and projects to ensure that progress is being tracked. Status (On Track, At Risk, Behind) Stage (Planning, Implementing, Complete) Project Name (Fill in below) Objective (Fill in below) Sponsor (Fill in below) Project Manager (Fill in below) Want more tools and templates? Visit https://upboard.io/
Share Goals & Policies Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 4. Share Goals & Policies Policy Template Define your overall strategic objectives for diversity, equity and inclusion. Consider the type of work environment you will create, tangible business results, and overall impact for your employees, customers, stakeholders, industry and community. Upload any policy documents that support your objectives and programs. Download and edit this template to create your own diversity, equity and inclusion policy. Download Here Download Here 1 [Fill in specific objectives & policies here] Policy Documents 2 [Fill in specific objectives & policies here] [Drop files here] 3 [Fill in specific objectives & policies here] Want more tools and templates? Visit https://upboard.io/
Track Progress Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 5. Track Progress: Racial Diversity Race Definition 2020 2021 2022 2023 2024 2025 A person having origins in any of the original peoples of North and South America (including Central America), and who maintains tribal affiliation or community attachment. American Indian or Alaska Native # # # # # # A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian subcontinent including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam. Asian # # # # # # A person having origins in any of the black racial groups of Africa. Terms such as "Haitian" or "Negro" can be used in addition to "Black or African American." Black or African American # # # # # # A person having origins in any of the original peoples of Hawaii, Guam, Samoa, or other Pacific Islands. Native Hawaiian or Other Pacific Islander # # # # # # A person of Cuban, Mexican, Puerto Rican, Cuban, South or Central American, or other Spanish culture or origin, regardless of race. The term, "Spanish origin," can be used in addition to "Hispanic or Latino." Hispanic or Latino # # # # # # A person having origins in any of the original peoples of Europe, the Middle East, or North Africa. White or Caucasian # # # # # # Not provided or unavailable. Other / Unknown # # # # # # Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy 5. Track Progress: Gender Diversity Race Definition 2020 2021 2022 2023 2024 2025 Identifies as a man Male # # # # # # Identifies as a woman Female # # # # # # People whose gender identity and/or expression is different from cultural and social expectations based on the sex they were assigned at birth. Transgender # # # # # # People who reject notions of static categories of gender and embrace a fluidity of gender identity and often, though not always, sexual orientation. People who identify as genderqueer may see themselves as being both male and female, neither male nor female or as falling completely outside these categories. Genderqueer / Gender nonconforming # # # # # # Not provided or unavailable Other / Unknown # # # # # # Want more tools and templates? Visit https://upboard.io/
Create & Manage Your Diversity, Equity & Inclusion Strategy Create & Manage Your Diversity, Equity & Inclusion Strategy Right click on the chart and Edit data in Excel to update the images based on most recent data. 5. Track Progress: Diversity Summary Race Equality Summary Gender Equality Summary 25 25 20 20 15 15 10 10 5 5 0 2020 2021 2022 2023 2024 2025 0 2020 2021 2022 2023 2024 2025 American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander Male Female Transgender Queer Gender Nonconforming Other Unknown Hispanic or Latino White or Caucasian Other / Unknown Want more tools and templates? Visit https://upboard.io/
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