Case Study

Equity Action Plan & DEIB Statement Creation + TXI Digital

Posted:

January 3, 2023

Minute Read

Summary of Outcomes

By the end of the engagement, the DEIB team had solidified their 5 key initiatives for 2020
A completed and public DEIB statement
5/5 of the initiatives developed were completed by the end of the following year

Situation

Table XI had invested time and energy into a successful and productive diversity, equity, inclusion and belonging (DEIB) grassroots initiative within the organization. As this group of DEIB team members came together for planning in the new year, they determined they needed assistance in prioritizing their DEIB initiatives for 2020.

Objectives

This project had a number of unique objectives to get the committee running at its full potential.

Set a vision, guiding principles, and a clear direction for DEIB at Table XI
Develop the most important DEIB initiatives for the company in 2020
Build timelines and milestones for each initiative
Connect the DEIB team and the leadership team in setting mutual goals and working together

In putting all these objectives together the goal was two-fold:

Get the DEIB team focused and oriented toward strategic, attainable goals
Forge a stronger connection with leadership so these goals would be supported at the highest levels through launch and execution

Ethos Approach

Ethos began the engagement with a leadership-only meeting to provide context and learning around DEIB, gain alignment around current needs, and help the leaders of the organization capture their desired DEIB initiatives.

In the second phase, we worked closely with the DEIB team through four sessions to help them focus on their goals.

“Ethos was thoughtful, goal-oriented and helped us amplify the voice of the DEIB team while clarifying their purpose. We really enjoyed working with them!” – Alicia, Table XI

Outcomes

By the end of the engagement, the DEIB team had solidified their 5 key initiatives for 2020 which included: an inclusion survey, more transparency around the continuing education budget, a process flow for DEIB feedback on company-wide initiatives, more junior recruiting, and formalized DEIB training.

Additionally, in planning the year’s initiatives, we identified a key need for a DEIB statement. Working together with the committee, we drafted the document and used that as a guiding light to prioritize the initiatives, brainstorm new ideas, create timelines, and set roles and responsibilities.

Conclusion

By leveraging leadership and grassroots groups together, Ethos was able to help Table XI’s DEIB committee create a solid plan for building and developing their DEIB work into the new year.

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You can learn more about our Equity Action Plan & DEIB Statement Creation here.