Assessment

Data collection to inform effective equity, diversity, and inclusion action.

Twenty five small charts, across five rows and five columns. They include bar graphs, pie charts, and line charts of varying styles using blue, red, orange, and yellow.

Why assess?

Identify your organization’s unique combination of needs and strengths. Collect data directly from your team to inform and strengthen organizational initiatives.

Determine priority areas. Focus your efforts on addressing your most pressing issues.

Secure buy-in and increase transparency by demonstrating a need for action. Boost motivation and accountability by openly sharing findings with team members.

Four white, tan and peach paper question marks on a brown background

What does assessment involve?

Organization-wide anonymous survey. Ensure your equity, diversity, and inclusion actions directly address team members’ needs and ideas.

Policy and procedure review. Facilitate structural change by identifying opportunities to make organizational policies and processes more equitable and inclusive.

Focus groups and/or interviews. Deepen understanding of key survey and policy findings through structured small group discussions, consultations with organizational working groups, and/or one-on-one conversations.

Custom data analysis. Fuel accurate, comprehensive recommendations by combining findings from your survey, policy review, focus groups, internal HR data, and public data.

Reporting of findings. Easily access your complete results through a summary of key findings, detailed results with explanations, and data visualizations to illustrate main points.

Follow-up. Conduct regular follow-up assessments to measure your progress and guide future action.

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Why work with an external consultant?

Increase anonymity and confidentiality. Facilitate team members’ comfort to respond openly by having someone outside your organization receive and analyze survey results.

Minimize conflict of interest. Get assessment results that accurately represent the state of your organization, without bias of what your team hopes the findings will show.

Reduce workload for your team. Have survey development, data analysis, and reporting taken care of so your team can focus on facilitating inclusion in their roles.

Two hands holding a tablet that shows a donut-shaped graph. In the background, three people are sitting around a meeting table and looking at the person holding the tablet.

Why work with me?

Leverage a scientific perspective. Strengthen your insights with statistical analysis, strategically-worded questions to reduce bias, and visualizations to highlight key findings.

Customize assessment components. Maximize relevance of your assessment by evaluating areas specifically related to your organization’s activities and roles.

Deepen findings through disaggregated and intersectional analysis. Cultivate targeted recommendations by detecting differences in experiences based on identities and roles.

Assessment packages:

  • Comprehensive assessment

    Description: Collect data from all across your organization. This package includes one organization-wide survey, policy/procedure review, five focus groups or interviews, and custom data analysis combining organizational and public data. Assessment findings and recommendations are presented in a detailed report.

    Duration: Starting at three months.

    Best for: Groups conducting their first equity, diversity, and inclusion assessment.

  • Focused assessment

    Description: Center your assessment on one priority area, such as your professional development offerings, research guidelines, or scholarship programs. This package includes one survey, policy/procedure review in the priority area, three focus groups or interviews, and custom data analysis combining organizational and public data. Assessment findings and recommendations are presented in a detailed report.

    Duration: Starting at two months.

    Best for: Groups with an identified need to focus equity, diversity, and inclusion efforts in a specific area of their organization.

  • Single assessment component

    Description: Already completed some aspects of an assessment, and would like assistance with a particular component? This package includes one survey OR policy/procedure review OR focus groups. Assessment findings and recommendations are presented in a detailed report.

    Duration: Starting at one month.

    Best for: Groups who have completed one or more assessment components internally and would like to complement this with an external perspective.

  • Follow-up assessment

    Description: Determine if your actions are impacting your team in a meaningful, growth-oriented manner. Through a survey, policy/procedure review, and/or custom data analysis, we’ll see how your organization has changed since its initial assessment. Assessment findings and recommendations are presented in a detailed report.

    Duration: Starting at one month.

    Best for: Groups implementing an equity, diversity, and inclusion action plan who would like to measure progress towards their goals and objectives.

Ready to assess equity, diversity, and inclusion in your organization?

Send an email or book a free 15-minute call to discover how we can work together.