Company DEI Tracker Worksheets

These worksheets are tools for companies to develop and track Diversity, Equity, and Inclusion.

The goal is to identify and celebrate any progress made, as well as map out a few steps to take that can be most impactful to your organization.

Best Practice Tips:

  • Any working team can start the work. Senior leadership involvement at some stage is ideal.

  • This can be refreshed periodically to track practice and update goals.

  • Can be applied to smaller divisions within very large organizations.

 
 

Worksheet Questions in Short DEI Tracker Worksheet

Survey of Current DEI Status - Answer Yes, No, or In Process / Planned

  1. Has the company measured diversity statistics of employees?

  2. Has your company reviewed your performance assessment process to find ways to reduce bias?

  3. Do you have performance assessment templates specific to different positions, to improve consistency of assessments and reduce bias?

  4. Does the company have strategies to reach and recruit from underrepresented groups?

  5. Has your company reviewed your hiring and promotion processes to find ways to reduce bias?

  6. Does the company have any programs for employees from underrepresented groups? Examples: mentorship/sponsorship programs, employee resource or affinity groups

  7. Does the company have an identified DEI working group? Such as senior leadership or a DEI committee.

  8. Does the company have a paid family leave policy?

  9. Does the company participate in any industry DEI programs?

DEI Reflection Questions - Open Ended

  • What accomplishments has the company made? How can you celebrate that work?

  • What DEI work would the company like to focus in the near-term?

  • What are a couple small steps the company would like to take in the next 12-18 months?

“The best way to improve diversity is to set goals, create actionable programs, and measure progress.”

Devin Glenn
Global Head of Diversity, Equity, and Inclusion at Blackstone

“Organizations need a diversity business plan, jsut as they need to have an overall business plan, and they must measure results and report out regularly - not only to their investors, but also to their employees.”

Gemma Burgess
CEO at Ferguson Partners