Measuring Inclusion: Why It Matters and How to Do It Effectively
The saying, “What gets measured, gets done,” is particularly relevant when discussing diversity and inclusion. Shifting an organisation’s approach from valuing “cultural fit” to prioritising “diversity and inclusion” requires more than just good intentions. This is because workplace inequality often stems from unconscious and automatic biases. For meaningful change, organisations need clear strategies and measurable outcomes.
Why Measuring Inclusion is Essential
Without clear metrics, organisations may unintentionally revert to old habits and ingrained biases. This makes it harder to achieve the desired outcomes of diversity and inclusion initiatives. However, tracking progress allows employers to stay on course and identify areas where hidden biases—referred to as “blind spots”—might hinder success. These blind spots can include behaviours and mindsets that unintentionally favour uniformity over diversity.
Common Diversity Metrics and Their Limitations
Traditionally, diversity metrics have focused on representation, retention, and promotion rates across different groups. These metrics indicate how well an organisation is attracting, retaining, and advancing diverse talent. Additionally, some organisations use employee engagement surveys to measure inclusion. However, for engagement scores to be meaningful, they must be broken down by demographic groups. For instance, a significant gap in satisfaction or engagement levels between groups can highlight practices that unintentionally favour one group over others.
Despite their value, these traditional metrics do not address the four essential components of inclusion: respect, belonging, empowerment, and progression. Without metrics that specifically measure these areas, it becomes difficult for employers to identify inclusion challenges or opportunities. For example, if culturally and linguistically diverse (CALD) employees report high turnover or low engagement, organisations must dig deeper. Questions to ask include: Are these employees experiencing microaggressions? Do they feel excluded from networks? Are cultural or language differences creating barriers to participation?
Inclusion Surveys: A Practical Tool
One effective way to measure inclusion is through surveys that focus on employees’ lived experiences. These surveys assess whether employees feel respected, included, supported, and empowered to grow. Below are examples of survey items based on the four components of inclusion:
Respect
- “I feel respected by my colleagues and manager.”
- “I believe I am fairly rewarded for my work.”
Belonging
- “I feel a strong connection to my workgroup.”
- “I can share ideas without fear of rejection.”
Empowerment
- “I have the support I need to perform well at work.”
- “I can access flexible work arrangements when needed.”
Progression
- “I believe my background or identity does not limit my success.”
- “I have a clear path for career growth in this organisation.”
Inclusion surveys can either be standalone or integrated into broader employee engagement surveys. By including optional demographic questions, organisations can better understand how inclusion varies across different groups.
Complementing Metrics with Focus Groups
While surveys provide quantitative data, focus groups add valuable qualitative insights. They allow employees to share their experiences in more detail and help organisations uncover issues not captured by surveys. For example, contract workers or introverted employees might express feelings of exclusion during focus groups. These discussions can explore key themes, such as respect, belonging, and empowerment, to identify barriers that might otherwise go unnoticed.
Learning from Exit Interviews
Exit interviews are another tool for measuring inclusion. They offer insights into why employees choose to leave and what challenges they faced during their time with the organisation. However, these interviews are reactive; they capture information only after an employee decides to leave. To be effective, exit interviews should be part of a broader system for collecting and acting on diversity and inclusion data.
Building a Comprehensive Inclusion Measurement Strategy
To create meaningful change, organisations need a well-rounded approach to measuring inclusion. This includes:
- Using inclusion surveys to assess employees’ lived experiences.
- Conducting focus groups to gather qualitative insights.
- Analysing exit interviews to identify recurring challenges.
By combining these methods, employers can uncover hidden barriers, track progress, and create a workplace where every employee feels valued and supported. Transitioning to a more inclusive environment takes time, but with the right tools and strategies, it is entirely achievable.
Originally published on LinkedIn
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