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D & i strategic leadership assessment tool

Norma Jones
Norma Jones

This document provides a self-assessment tool to evaluate one's competence in Diversity & Inclusion leadership. It contains 24 questions across 4 dimensions: self-awareness, strategic context, inclusive work environment, and talent management. Respondents rate themselves on a scale of 1 to 5 for each question and calculate their scores in each dimension and overall. The tool aims to help identify strengths and areas for development in promoting D&I.

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DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL Name (optional) Date This tool enables people managers to evaluate Diversity & Inclusion (D&I) Leadership competence. STEP 1: QUESTIONNAIRE Completion of questions and scoring may take approximately twenty minutes. The more honest your answers are, the more you will be able to identify your strengths and developmental opportunities. For each of the statements ask How often is this statement true for me? and circle the appropriate number. A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 1. I actively and critically examine the factors influencing my values, beliefs, preferences and 1 2 3 4 5 views when engaging with others. 2. I am aware of the D&I priorities of my organization and of my role. 1 2 3 4 5 3. I seek out different perspectives before I make and/or contribute to people decisions (e.g. 1 2 3 4 5 recruitment, reward, assessment, development etc.). 4. I create a work environment in which efforts to establish a work-life balance can be openly 1 2 3 4 5 discussed and are supported. 5. I ask colleagues for feedback on the impact of what I say and do through informal conversations 1 2 3 4 5 and/or formal feedback tools. 6. I can confidently report on the employee demographic data (current and future trends) of my 1 2 3 4 5 team. 7. External/internal employee demographic data (current and future trends) shapes where and 1 2 3 4 5 how I recruit and select people and/or the advice that I give to others on recruitment/selection. 8. I represent/would represent the organization externally among diverse populations comfortably 1 2 3 4 5 and effectively. 9. I appreciate that behaviors and words can take on different meanings in different cultures. 1 2 3 4 5 10. I say what I am thinking and feeling, with consideration of others, and match my actions with my 1 2 3 4 5 words and values. 11. I ensure the outcomes of my people decisions, and/or those that I contribute to, are fair and 1 2 3 4 5 consistent in an active way such as deliberately reviewing people decisions that take place over time. 12. I enjoy, value and treat with respect people from different backgrounds and levels in the 1 2 3 4 5 organization. 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 1
DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 13. I give constructive and appropriate feedback to all the people I manage, coach, or support. 1 2 3 4 5 14. When developing and/or implementing my plans, I consider the needs of, impact on and 1 2 3 4 5 mutually advantageous opportunities related to diverse partners and clients. 15. In interactions, I focus on the speaker, listen closely without interrupting, observe verbal and 1 2 3 4 5 non-verbal cues and check for understanding. 16. I say or do something, in an appropriate way, to disapprove when others stereotype, 1 2 3 4 5 discriminate against or treat people poorly on the basis of their individual characteristics (e.g. race, ethnicity, culture, religion, sexual orientation, job level/seniority, contractual arrangement etc.). 17. I can manage the tensions and emotions that often arise when talking about D&I. 1 2 3 4 5 18. I mentor, coach and encourage others regardless of age, gender, race, religion or other 1 2 3 4 5 differences. 19. To support understanding, I communicate my values, priorities and needs as well as use 1 2 3 4 5 language that is candid and clear. 20. I am conscious of the impact that I can have on people and situations and use that power in 1 2 3 4 5 visible and subtle ways to include people and discourage exclusion. 21. I discuss the benefits of a diverse and inclusive organization with colleagues. 1 2 3 4 5 22. Respecting privacy, I engage in non-work related conversations with my team members to get 1 2 3 4 5 to know each of them as individuals. 23. On a day-to-day basis, I solicit opinions, ideas, and criticism from people from different 1 2 3 4 5 backgrounds or with different perspectives or experiences. 24. I work to create an environment in which everyone feels valued and comfortable. 1 2 3 4 5 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 2
DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL Self-Scoring The questions in this self-assessment are classified into the following four dimensions of Diversity & Inclusion Leadership. Please transcribe your responses (1, 2, 3, 4 or 5) in the space provided below for each question. SELF-AWARENESS 1. 5. 10. 15. 20. The total of these 5 scores is ______ / 5 = _______ STRATEGIC CONTEXT 2. 8. 14. 17. 21. The total of these 5 scores is ______ / 5 = _______ INCLUSIVE WORK ENVIRONMENT 4. 9. 12. 16. 19. 22. 23. 24. The total of these 8 scores is ______ / 8 = _______ TALENT MANAGEMENT 3. 6. 7. 11. 13. 18. The total of these 6 scores is ______ / 6 = _______ Now transcribe the overall score you determined for each dimension into the spaces provided on the next page. 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 3
DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL STEP 2: DIMENSIONS REVIEW - Take a couple of minutes to review each dimensions definition and behaviors _______SELF-AWARENESS - how you are continually increasing your self-awareness and managing your impact on others and situations Be aware of how your values, beliefs and preferences shape your view of others Recognize and seek feedback on your impact on others In new situations and cultural contexts, pay attention to verbal and non-verbal cues and adapt your behavior and communication style to be effective Use your personal and positional power to support diversity and inclusion Be authentic _______STRATEGIC CONTEXT - How frequently you: discuss the benefits of D&I; take D&I into account when making business decisions; and demonstrate D&I leadership behavior in external interactions (e.g. with suppliers, partners, communities) Understand why D&I is important to your organization and the priority of the neighborhoods and communities in which you work Use D&I to help you accomplish your organizational objectives Enhance your organizations reputation by demonstrating D&I leadership in all external relationships Speak clearly and powerfully to your colleagues about the benefits to D&I _______INCLUSIVE WORK ENVIRONMENT - how actively you create an environment in which all team members feel valued and draw on the rich diversity that exists among your colleagues Value and openly relate to all individuals treating them with dignity and respect Reinforce inclusive behavior and intervene to stop subtle and explicit exclusionary behavior Listen to others carefully to understand their meaning, reasoning and intent Use language that is accessible and makes your values, priorities and needs explicit Solicit and learn from diverse perspectives and ways of doing things while staying performance driven Support individuals to achieve their own work-life balance _______TALENT MANAGEMENT - how effectively you make people decisions based on merit and identify/develop diverse talent taking key demographic data into account Deliver transparent and fair (based on merit) processes and watch for unintentional biases and outcomes Consider current and changing people demographics when making plans for recruitment Recognize and value diverse styles or working, learning and leading Support and motivate all individuals and ask them what they need to develop, and succeed Give honest feedback on performance to all your direct reports in a respectful way 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 4
DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL STEP 3: ACTION PLANNING You may choose to focus your development on one or multiple lower scoring dimensions (your development opportunities). If you have a 4 or higher on each dimension, you may choose to instead focus on one or multiple higher scoring dimensions (your opportunities to build on your strengths). For each chosen dimension, reference its behaviors (see Step 2: Dimensions Review) and your lower scoring responses to questions associated with that dimension (as indicated in Self-Scoring) Take a couple of minutes to reflect on and then write down actions you could take to enhance your competence on that Diversity & Inclusion Leadership dimension. In many cases, it may just be to do more of the behavior that is being probed by the question. Dimension: Question no. ACTIONS Dimension: Question no. ACTIONS 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 5

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D & i strategic leadership assessment tool

  • 1. DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL Name (optional) Date This tool enables people managers to evaluate Diversity & Inclusion (D&I) Leadership competence. STEP 1: QUESTIONNAIRE Completion of questions and scoring may take approximately twenty minutes. The more honest your answers are, the more you will be able to identify your strengths and developmental opportunities. For each of the statements ask How often is this statement true for me? and circle the appropriate number. A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 1. I actively and critically examine the factors influencing my values, beliefs, preferences and 1 2 3 4 5 views when engaging with others. 2. I am aware of the D&I priorities of my organization and of my role. 1 2 3 4 5 3. I seek out different perspectives before I make and/or contribute to people decisions (e.g. 1 2 3 4 5 recruitment, reward, assessment, development etc.). 4. I create a work environment in which efforts to establish a work-life balance can be openly 1 2 3 4 5 discussed and are supported. 5. I ask colleagues for feedback on the impact of what I say and do through informal conversations 1 2 3 4 5 and/or formal feedback tools. 6. I can confidently report on the employee demographic data (current and future trends) of my 1 2 3 4 5 team. 7. External/internal employee demographic data (current and future trends) shapes where and 1 2 3 4 5 how I recruit and select people and/or the advice that I give to others on recruitment/selection. 8. I represent/would represent the organization externally among diverse populations comfortably 1 2 3 4 5 and effectively. 9. I appreciate that behaviors and words can take on different meanings in different cultures. 1 2 3 4 5 10. I say what I am thinking and feeling, with consideration of others, and match my actions with my 1 2 3 4 5 words and values. 11. I ensure the outcomes of my people decisions, and/or those that I contribute to, are fair and 1 2 3 4 5 consistent in an active way such as deliberately reviewing people decisions that take place over time. 12. I enjoy, value and treat with respect people from different backgrounds and levels in the 1 2 3 4 5 organization. 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 1
  • 2. DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 13. I give constructive and appropriate feedback to all the people I manage, coach, or support. 1 2 3 4 5 14. When developing and/or implementing my plans, I consider the needs of, impact on and 1 2 3 4 5 mutually advantageous opportunities related to diverse partners and clients. 15. In interactions, I focus on the speaker, listen closely without interrupting, observe verbal and 1 2 3 4 5 non-verbal cues and check for understanding. 16. I say or do something, in an appropriate way, to disapprove when others stereotype, 1 2 3 4 5 discriminate against or treat people poorly on the basis of their individual characteristics (e.g. race, ethnicity, culture, religion, sexual orientation, job level/seniority, contractual arrangement etc.). 17. I can manage the tensions and emotions that often arise when talking about D&I. 1 2 3 4 5 18. I mentor, coach and encourage others regardless of age, gender, race, religion or other 1 2 3 4 5 differences. 19. To support understanding, I communicate my values, priorities and needs as well as use 1 2 3 4 5 language that is candid and clear. 20. I am conscious of the impact that I can have on people and situations and use that power in 1 2 3 4 5 visible and subtle ways to include people and discourage exclusion. 21. I discuss the benefits of a diverse and inclusive organization with colleagues. 1 2 3 4 5 22. Respecting privacy, I engage in non-work related conversations with my team members to get 1 2 3 4 5 to know each of them as individuals. 23. On a day-to-day basis, I solicit opinions, ideas, and criticism from people from different 1 2 3 4 5 backgrounds or with different perspectives or experiences. 24. I work to create an environment in which everyone feels valued and comfortable. 1 2 3 4 5 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 2
  • 3. DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL Self-Scoring The questions in this self-assessment are classified into the following four dimensions of Diversity & Inclusion Leadership. Please transcribe your responses (1, 2, 3, 4 or 5) in the space provided below for each question. SELF-AWARENESS 1. 5. 10. 15. 20. The total of these 5 scores is ______ / 5 = _______ STRATEGIC CONTEXT 2. 8. 14. 17. 21. The total of these 5 scores is ______ / 5 = _______ INCLUSIVE WORK ENVIRONMENT 4. 9. 12. 16. 19. 22. 23. 24. The total of these 8 scores is ______ / 8 = _______ TALENT MANAGEMENT 3. 6. 7. 11. 13. 18. The total of these 6 scores is ______ / 6 = _______ Now transcribe the overall score you determined for each dimension into the spaces provided on the next page. 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 3
  • 4. DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL STEP 2: DIMENSIONS REVIEW - Take a couple of minutes to review each dimensions definition and behaviors _______SELF-AWARENESS - how you are continually increasing your self-awareness and managing your impact on others and situations Be aware of how your values, beliefs and preferences shape your view of others Recognize and seek feedback on your impact on others In new situations and cultural contexts, pay attention to verbal and non-verbal cues and adapt your behavior and communication style to be effective Use your personal and positional power to support diversity and inclusion Be authentic _______STRATEGIC CONTEXT - How frequently you: discuss the benefits of D&I; take D&I into account when making business decisions; and demonstrate D&I leadership behavior in external interactions (e.g. with suppliers, partners, communities) Understand why D&I is important to your organization and the priority of the neighborhoods and communities in which you work Use D&I to help you accomplish your organizational objectives Enhance your organizations reputation by demonstrating D&I leadership in all external relationships Speak clearly and powerfully to your colleagues about the benefits to D&I _______INCLUSIVE WORK ENVIRONMENT - how actively you create an environment in which all team members feel valued and draw on the rich diversity that exists among your colleagues Value and openly relate to all individuals treating them with dignity and respect Reinforce inclusive behavior and intervene to stop subtle and explicit exclusionary behavior Listen to others carefully to understand their meaning, reasoning and intent Use language that is accessible and makes your values, priorities and needs explicit Solicit and learn from diverse perspectives and ways of doing things while staying performance driven Support individuals to achieve their own work-life balance _______TALENT MANAGEMENT - how effectively you make people decisions based on merit and identify/develop diverse talent taking key demographic data into account Deliver transparent and fair (based on merit) processes and watch for unintentional biases and outcomes Consider current and changing people demographics when making plans for recruitment Recognize and value diverse styles or working, learning and leading Support and motivate all individuals and ask them what they need to develop, and succeed Give honest feedback on performance to all your direct reports in a respectful way 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 4
  • 5. DIVERSITY & INCLUSION LEADERSHIP SELF-ASSESSMENT TOOL STEP 3: ACTION PLANNING You may choose to focus your development on one or multiple lower scoring dimensions (your development opportunities). If you have a 4 or higher on each dimension, you may choose to instead focus on one or multiple higher scoring dimensions (your opportunities to build on your strengths). For each chosen dimension, reference its behaviors (see Step 2: Dimensions Review) and your lower scoring responses to questions associated with that dimension (as indicated in Self-Scoring) Take a couple of minutes to reflect on and then write down actions you could take to enhance your competence on that Diversity & Inclusion Leadership dimension. In many cases, it may just be to do more of the behavior that is being probed by the question. Dimension: Question no. ACTIONS Dimension: Question no. ACTIONS 息 2011 Blue Cross and Blue Shield of Florida, Inc., based on original work by Kevin A. Carter 5