The document provides guidance for completing a Rapid Organizational Assessment regarding gender policies and practices. It outlines 12 types of policies that should be reviewed to assess an organization's gender gaps. These include policies around gender equality, equal employment opportunity, parental leave, workplace harassment, and grievance mechanisms. The assessment is intended to help organizations identify gaps, develop gender equality activities, and measure changes after implementing new policies and programs. It should be completed by participants in the USAID Engendering Industries program to facilitate discussions on improving gender practices.
The document discusses performance appraisals in organizations. It defines performance appraisal as the process of evaluating an employee's job performance against preset standards, documenting the results, and providing feedback to help employees improve. The objectives of performance appraisals are to measure employee efficiency, maintain organizational control, assess performance, set mutual goals between employees and organizations, and promote personal development, work satisfaction, and involvement in the organization. Performance appraisals aim to guide employees, determine compensation and promotions, identify strengths and weaknesses, and provide feedback to employees on their performance status.
This document discusses performance appraisal systems, including their benefits, pre-appraisal activities, post-appraisal activities, and feedback. It also covers assessing team performance versus individual performance, adopting succession planning to ensure availability of competent future leaders, and how to implement succession planning through identifying key positions and developing employees. The conclusion recommends establishing a strong evaluation system, providing positive feedback, rewarding performance, supporting career development, effectively evaluating teams, and properly planning succession.
HUMAN RESOURCE MANAGEMENT- PERFORMANCE MANAGEMENTTrinity Dwarka
HUMAN RESOURCE MANAGEMENT- PERFORMANCE MANAGEMENT
DEFINITION
Features Of Performance Management
PERFORMANCE PLANNING
PERFORMANCE APPRAISAL
Objectives Of Performance Appraisal
Process Of Performance Appraisal
POTENTIAL APPRAISAL
Performance Appraisal Vs. Potential Appraisal
Barriers To Effective Performance Appraisal
Overcoming Barriers
The document outlines a coaching and development model for performance management. It discusses how current performance management systems are outdated and don't fit 21st century employees. The model focuses on identifying high performers by their quality performance and engagement. It emphasizes setting clear expectations, providing feedback, and managers creating an engaging work environment to promote peak performance. The implementation involves continual coaching, clarifying expectations, and having outcome-focused conversations throughout the year rather than annual evaluations.
Performance management systems (PMS) are used to evaluate employee performance and ability to perform tasks. An effective PMS is standardized, valid, legal, provides due process and proper training. A poorly implemented PMS can increase turnover, lower self-esteem, waste time and money, damage relationships, decrease motivation, and cause burnout through inaccurate or unfair feedback and evaluations lacking clear standards.
Performance management cycle helps the employee to align their goals with organizational goals. The four stages in performance management cycle are planning, monitoring, reviewing and rewarding
For more information visit
https://www.hrhelpboard.com/performance-management/performance-management-cycle.htm
Performance management and career planningjairane355
This document provides an introduction to performance management and career planning. It discusses key concepts such as performance management meaning, definition, components, process, and importance. Performance management is defined as a systematic process of improving organizational performance by improving individual and team performance. It differs from performance appraisal in that it focuses on continuous review and development rather than annual ratings. The performance management process involves three phases - planning, monitoring, and performance reviews. It is an important HR function that should be integrated with other HR activities and requires prerequisites like a clear purpose, alignment of goals, and commitment from all levels.
This document discusses the importance of performance management and development systems for organizations. It outlines key objectives of performance management like human resource planning, personnel decisions, and employee feedback and development. Effective systems separate evaluation from development, specify job-related criteria, use multiple ratings, and provide ongoing feedback. New approaches include team and 360-degree appraisals and competency-based systems. Technology now allows for computer monitoring and online evaluations. Strategic performance management aligns systems with organizational lifecycles, strategies, and competitive environments.
The document discusses performance appraisals in organizations. It defines performance appraisal as the process of evaluating an employee's job performance against preset standards, documenting the results, and providing feedback to help employees improve. The objectives of performance appraisals are to measure employee efficiency, maintain organizational control, assess performance, set mutual goals between employees and organizations, and promote personal development, work satisfaction, and involvement in the organization. Performance appraisals aim to guide employees, determine compensation and promotions, identify strengths and weaknesses, and provide feedback to employees on their performance status.
This document discusses performance appraisal systems, including their benefits, pre-appraisal activities, post-appraisal activities, and feedback. It also covers assessing team performance versus individual performance, adopting succession planning to ensure availability of competent future leaders, and how to implement succession planning through identifying key positions and developing employees. The conclusion recommends establishing a strong evaluation system, providing positive feedback, rewarding performance, supporting career development, effectively evaluating teams, and properly planning succession.
HUMAN RESOURCE MANAGEMENT- PERFORMANCE MANAGEMENTTrinity Dwarka
HUMAN RESOURCE MANAGEMENT- PERFORMANCE MANAGEMENT
DEFINITION
Features Of Performance Management
PERFORMANCE PLANNING
PERFORMANCE APPRAISAL
Objectives Of Performance Appraisal
Process Of Performance Appraisal
POTENTIAL APPRAISAL
Performance Appraisal Vs. Potential Appraisal
Barriers To Effective Performance Appraisal
Overcoming Barriers
The document outlines a coaching and development model for performance management. It discusses how current performance management systems are outdated and don't fit 21st century employees. The model focuses on identifying high performers by their quality performance and engagement. It emphasizes setting clear expectations, providing feedback, and managers creating an engaging work environment to promote peak performance. The implementation involves continual coaching, clarifying expectations, and having outcome-focused conversations throughout the year rather than annual evaluations.
Performance management systems (PMS) are used to evaluate employee performance and ability to perform tasks. An effective PMS is standardized, valid, legal, provides due process and proper training. A poorly implemented PMS can increase turnover, lower self-esteem, waste time and money, damage relationships, decrease motivation, and cause burnout through inaccurate or unfair feedback and evaluations lacking clear standards.
Performance management cycle helps the employee to align their goals with organizational goals. The four stages in performance management cycle are planning, monitoring, reviewing and rewarding
For more information visit
https://www.hrhelpboard.com/performance-management/performance-management-cycle.htm
Performance management and career planningjairane355
This document provides an introduction to performance management and career planning. It discusses key concepts such as performance management meaning, definition, components, process, and importance. Performance management is defined as a systematic process of improving organizational performance by improving individual and team performance. It differs from performance appraisal in that it focuses on continuous review and development rather than annual ratings. The performance management process involves three phases - planning, monitoring, and performance reviews. It is an important HR function that should be integrated with other HR activities and requires prerequisites like a clear purpose, alignment of goals, and commitment from all levels.
This document discusses the importance of performance management and development systems for organizations. It outlines key objectives of performance management like human resource planning, personnel decisions, and employee feedback and development. Effective systems separate evaluation from development, specify job-related criteria, use multiple ratings, and provide ongoing feedback. New approaches include team and 360-degree appraisals and competency-based systems. Technology now allows for computer monitoring and online evaluations. Strategic performance management aligns systems with organizational lifecycles, strategies, and competitive environments.
The document discusses performance management and its evolution over different phases. It began with annual performance appraisals in the 1960s to evaluate employee behaviors. In the 1970s, employees could provide their accomplishments and quantitative metrics were considered. The fourth phase in the mid-1970s introduced performance planning, review, and development. The fifth phase emphasized performance-driven development, planning, and continuous improvement. The objectives of performance management are to enable superior work, identify skills, boost performance through empowerment and rewards, and facilitate communication for coaching and development. It also addresses challenges in personnel management like conflicts, technological changes, competition, and managing restrictions.
This document provides information about performance appraisal. It begins with definitions of performance appraisal and reasons for appraising employee performance such as for pay, promotion, retention, career planning, training, and correcting deficiencies. It then discusses the process of performance appraisal, including establishing standards, setting goals, measuring performance, comparing to standards, discussing with employees, and identifying actions. Next, it covers traditional appraisal methods like critical incidents, checklists, rating scales, forced choice, and ranking as well as modern methods like BARS, MBO, and 360 degree feedback. Finally, it notes a potential problem is having unclear performance standards.
Performance appraisal is the process of evaluating an employee's job performance and providing feedback to help them improve. There are traditional methods like paired comparisons, rating scales, and forced distribution as well as modern methods like assessment centers, management by objectives, and behavioral anchored rating scales. Performance appraisal involves setting goals, defining targets, reviewing performance, and providing feedback. It is used by companies to evaluate effectiveness and provide a full 360 degree review from supervisors, peers, direct reports, and others.
The document discusses performance management and performance appraisal. It defines performance management as a systematic process to improve individual and organizational performance through goal setting, continuous feedback, development programs, and rewards. Performance appraisals are evaluations of employee performance and potential that are used for decisions around compensation, promotions, training, and retention. The document outlines various methods for performance appraisals, including rating scales, checklists, forced choice, and behavioral anchored rating scales. It discusses the objectives, advantages, and process of performance appraisals.
mm bagali..... performance.... productivity........HR.....HRM....HRD..... Man...dr m m bagali, phd in hr
This document discusses performance management and appraisal. It begins by defining performance measurement as assessing the efficiency, effectiveness, and capability of actions, processes, or systems against given norms or targets. Performance is the results and accomplishments achieved, while competency refers to the means used to achieve those ends.
The document then lists several reasons for implementing formal performance management programs, such as improving organizational effectiveness, motivating employees, and linking pay to productivity. It also discusses characteristics of performance management systems, the HR role, conditions needed, and common appraisal methods like rankings and ratings scales. Issues that can arise include biases, recent behavior biases, and lack of objective metrics. The performance management process involves planning, execution, assessment, review,
Performance management is a process that identifies, measures, and develops employee performance to ensure it aligns with organizational goals. It involves setting employee objectives and standards, providing feedback, determining training needs, and evaluating performance. However, performance management faces challenges, including lack of alignment between employee and organizational objectives, poor measurement of performance, and lack of leadership commitment to the process.
Performance appraisal system definitionlydiawood280
In this file, you can ref useful information about performance appraisal system definition such as performance appraisal system definition rates, small performance appraisal system definition, performance appraisal system definition calculator … If you need more assistant for performance appraisal system definition, please leave your comment at the end of file.
The 360 degree appraisal system involves evaluating an employee's performance from the perspectives of their superiors, peers, subordinates, self, and customers. It provides a more well-rounded assessment compared to traditional top-down evaluations. Some key advantages include facilitating personal and team development, driving change, and supporting learning organizations. Potential disadvantages include increased bias due to more raters and time/resource intensiveness. Accuracy varies depending on how long the raters have known the employee.
Performance Management System and Its Implication includes the definition about the Performance Management System and different types of Implication methods or steps involve in it.
A review and discussion on performance appraisal system and employee's performance assignment and responsibilities. Emphasize the basement of appraisal system and the results obtained by the employing the performance management system.
This document provides guidance on best practices for performance appraisals. It begins with an overview of Mohammad Fheili's experience in banking and economics. It then discusses performance appraisals as part of human resources management. Key aspects of effective performance appraisals are identified, including identifying, measuring, evaluating, correcting, and improving employee performance. The performance appraisal process should be ongoing, with clear expectations set and regular feedback provided. When done correctly, performance appraisals can provide input for administrative and developmental purposes. However, the system must be credible, reliable, and produce equitable outcomes to be effective.
Performance appraisal problems and solutionszonaharper2
The document discusses various problems that can occur with performance appraisals, such as a lack of initial goal setting and feedback, as well as solutions like establishing accountability, using the right system for the organization, and clearly explaining the purpose of evaluations. It also examines different methods for conducting performance appraisals, like ranking, rating scales, checklists, and behavioral anchored rating scales. The document provides resources for additional information on performance appraisal problems and solutions.
The document provides materials for evaluating the job performance of a customer service manager, including:
1. A four page performance evaluation form covering rating scales, evaluation criteria like administration, knowledge, and communication, and sections for comments, signatures and job description review.
2. A section listing phrases that can be used in a performance review to describe an employee's attitude, creativity, and decision making skills.
3. The materials are intended to help structure a customer service manager's performance appraisal and document their strengths and areas for improvement.
In this file, you can ref useful information about features of performance appraisal such as features of performance appraisal methods, features of performance appraisal tips, features of performance appraisal forms, features of performance appraisal phrases … If you need more assistant for features of performance appraisal, please leave your comment at the end of file.
Performance planning refers to a company's formal process of identifying individual and organizational goals and how to achieve them. The objectives of performance planning are to clearly define goals and strategies for employees, provide resources and training to achieve goals, ensure regular feedback, and align jobs with objectives. Performance planning involves business planning, identifying key success factors, setting department and individual objectives and action plans, setting performance expectations, and using methods like task analysis and goal setting. The importance is that it increases accountability, assists employees by clarifying roles and expectations, and helps achieve organizational excellence through planning. Barriers can include organizational issues, individual issues, and inappropriate work environments.
Performance management skills for managersMeera Goyal
This document outlines the agenda and key topics covered in a training course on performance management skills for managers. The course will address both dealing with poor performance and helping good performers excel. It will cover understanding performance cultures, preempting issues, communication skills, motivation, applying principles to teams, the manager's role in maintaining performance, and turning good performers into great ones. Participants will engage in exercises applying the concepts to practical scenarios and discussions.
Case study on new performance appraisal system at xeroxSachin Kharecha
The old performance appraisal system at Xerox led to inequitable ratings and employee dissatisfaction. A task force created a new system with three stages: goal-setting, mid-year feedback, and year-end review focusing on development. A post-implementation survey found improved understanding of objectives, fairness, and satisfaction with the system.
Effective Talent Management Strategy: Assessing Needs and AspirationsWowledge
Practice 2 of an Effective Talent Management Strategy illustrates how to assess talent management needs and aspirations to establish best practices to target.
This Practice Guide provided by Wowledge is part of a series with four practices needed to craft an effective Talent Management Strategy, including specific steps and tools. The complete series included at this level are:
1 - Selecting areas of focus aligned with business and talent management drivers.
2 - Assessing talent management needs and aspirations to establish best practices to target.
3 - Defining priorities and a talent management programs’ roadmap to achieve an upgraded state.
4 - Adapting practices and creating plans to implement or improve talent management programs.
Progression overviews and practice guides on these topics and other key HR programs available to members at https://wowledge.com/
Wowledge is the expert-driven platform for lean teams building modern HR programs. Members enjoy access to up-to-date best practices, step-by-step guides, tools, templates, and insights to accelerate the design and implementation of all key HR programs and processes.
Since each organization has unique characteristics, needs, and aspirations, Wowledge's practices are developed utilizing an exclusive stage-based approach – from Core to Advanced to Emerging – that reflects distinct levels of sophistication to meet our members where they are.
Get started for FREE at Wowledge.com
This document outlines the six step process for developing a total rewards program. Step 1 is to analyze and assess the current situation by collecting internal and external data on compensation, benefits, employee satisfaction and needs. It is important to understand the current state and identify improvement opportunities. Step 2 is to design the program by defining the corporate mission/vision, business strategy, HR philosophy and total rewards philosophy statement. Step 3 is to develop the specific program elements by determining objectives, eligibility, goals, funding, plan structure and action steps.
The document discusses performance management and its evolution over different phases. It began with annual performance appraisals in the 1960s to evaluate employee behaviors. In the 1970s, employees could provide their accomplishments and quantitative metrics were considered. The fourth phase in the mid-1970s introduced performance planning, review, and development. The fifth phase emphasized performance-driven development, planning, and continuous improvement. The objectives of performance management are to enable superior work, identify skills, boost performance through empowerment and rewards, and facilitate communication for coaching and development. It also addresses challenges in personnel management like conflicts, technological changes, competition, and managing restrictions.
This document provides information about performance appraisal. It begins with definitions of performance appraisal and reasons for appraising employee performance such as for pay, promotion, retention, career planning, training, and correcting deficiencies. It then discusses the process of performance appraisal, including establishing standards, setting goals, measuring performance, comparing to standards, discussing with employees, and identifying actions. Next, it covers traditional appraisal methods like critical incidents, checklists, rating scales, forced choice, and ranking as well as modern methods like BARS, MBO, and 360 degree feedback. Finally, it notes a potential problem is having unclear performance standards.
Performance appraisal is the process of evaluating an employee's job performance and providing feedback to help them improve. There are traditional methods like paired comparisons, rating scales, and forced distribution as well as modern methods like assessment centers, management by objectives, and behavioral anchored rating scales. Performance appraisal involves setting goals, defining targets, reviewing performance, and providing feedback. It is used by companies to evaluate effectiveness and provide a full 360 degree review from supervisors, peers, direct reports, and others.
The document discusses performance management and performance appraisal. It defines performance management as a systematic process to improve individual and organizational performance through goal setting, continuous feedback, development programs, and rewards. Performance appraisals are evaluations of employee performance and potential that are used for decisions around compensation, promotions, training, and retention. The document outlines various methods for performance appraisals, including rating scales, checklists, forced choice, and behavioral anchored rating scales. It discusses the objectives, advantages, and process of performance appraisals.
mm bagali..... performance.... productivity........HR.....HRM....HRD..... Man...dr m m bagali, phd in hr
This document discusses performance management and appraisal. It begins by defining performance measurement as assessing the efficiency, effectiveness, and capability of actions, processes, or systems against given norms or targets. Performance is the results and accomplishments achieved, while competency refers to the means used to achieve those ends.
The document then lists several reasons for implementing formal performance management programs, such as improving organizational effectiveness, motivating employees, and linking pay to productivity. It also discusses characteristics of performance management systems, the HR role, conditions needed, and common appraisal methods like rankings and ratings scales. Issues that can arise include biases, recent behavior biases, and lack of objective metrics. The performance management process involves planning, execution, assessment, review,
Performance management is a process that identifies, measures, and develops employee performance to ensure it aligns with organizational goals. It involves setting employee objectives and standards, providing feedback, determining training needs, and evaluating performance. However, performance management faces challenges, including lack of alignment between employee and organizational objectives, poor measurement of performance, and lack of leadership commitment to the process.
Performance appraisal system definitionlydiawood280
In this file, you can ref useful information about performance appraisal system definition such as performance appraisal system definition rates, small performance appraisal system definition, performance appraisal system definition calculator … If you need more assistant for performance appraisal system definition, please leave your comment at the end of file.
The 360 degree appraisal system involves evaluating an employee's performance from the perspectives of their superiors, peers, subordinates, self, and customers. It provides a more well-rounded assessment compared to traditional top-down evaluations. Some key advantages include facilitating personal and team development, driving change, and supporting learning organizations. Potential disadvantages include increased bias due to more raters and time/resource intensiveness. Accuracy varies depending on how long the raters have known the employee.
Performance Management System and Its Implication includes the definition about the Performance Management System and different types of Implication methods or steps involve in it.
A review and discussion on performance appraisal system and employee's performance assignment and responsibilities. Emphasize the basement of appraisal system and the results obtained by the employing the performance management system.
This document provides guidance on best practices for performance appraisals. It begins with an overview of Mohammad Fheili's experience in banking and economics. It then discusses performance appraisals as part of human resources management. Key aspects of effective performance appraisals are identified, including identifying, measuring, evaluating, correcting, and improving employee performance. The performance appraisal process should be ongoing, with clear expectations set and regular feedback provided. When done correctly, performance appraisals can provide input for administrative and developmental purposes. However, the system must be credible, reliable, and produce equitable outcomes to be effective.
Performance appraisal problems and solutionszonaharper2
The document discusses various problems that can occur with performance appraisals, such as a lack of initial goal setting and feedback, as well as solutions like establishing accountability, using the right system for the organization, and clearly explaining the purpose of evaluations. It also examines different methods for conducting performance appraisals, like ranking, rating scales, checklists, and behavioral anchored rating scales. The document provides resources for additional information on performance appraisal problems and solutions.
The document provides materials for evaluating the job performance of a customer service manager, including:
1. A four page performance evaluation form covering rating scales, evaluation criteria like administration, knowledge, and communication, and sections for comments, signatures and job description review.
2. A section listing phrases that can be used in a performance review to describe an employee's attitude, creativity, and decision making skills.
3. The materials are intended to help structure a customer service manager's performance appraisal and document their strengths and areas for improvement.
In this file, you can ref useful information about features of performance appraisal such as features of performance appraisal methods, features of performance appraisal tips, features of performance appraisal forms, features of performance appraisal phrases … If you need more assistant for features of performance appraisal, please leave your comment at the end of file.
Performance planning refers to a company's formal process of identifying individual and organizational goals and how to achieve them. The objectives of performance planning are to clearly define goals and strategies for employees, provide resources and training to achieve goals, ensure regular feedback, and align jobs with objectives. Performance planning involves business planning, identifying key success factors, setting department and individual objectives and action plans, setting performance expectations, and using methods like task analysis and goal setting. The importance is that it increases accountability, assists employees by clarifying roles and expectations, and helps achieve organizational excellence through planning. Barriers can include organizational issues, individual issues, and inappropriate work environments.
Performance management skills for managersMeera Goyal
This document outlines the agenda and key topics covered in a training course on performance management skills for managers. The course will address both dealing with poor performance and helping good performers excel. It will cover understanding performance cultures, preempting issues, communication skills, motivation, applying principles to teams, the manager's role in maintaining performance, and turning good performers into great ones. Participants will engage in exercises applying the concepts to practical scenarios and discussions.
Case study on new performance appraisal system at xeroxSachin Kharecha
The old performance appraisal system at Xerox led to inequitable ratings and employee dissatisfaction. A task force created a new system with three stages: goal-setting, mid-year feedback, and year-end review focusing on development. A post-implementation survey found improved understanding of objectives, fairness, and satisfaction with the system.
Effective Talent Management Strategy: Assessing Needs and AspirationsWowledge
Practice 2 of an Effective Talent Management Strategy illustrates how to assess talent management needs and aspirations to establish best practices to target.
This Practice Guide provided by Wowledge is part of a series with four practices needed to craft an effective Talent Management Strategy, including specific steps and tools. The complete series included at this level are:
1 - Selecting areas of focus aligned with business and talent management drivers.
2 - Assessing talent management needs and aspirations to establish best practices to target.
3 - Defining priorities and a talent management programs’ roadmap to achieve an upgraded state.
4 - Adapting practices and creating plans to implement or improve talent management programs.
Progression overviews and practice guides on these topics and other key HR programs available to members at https://wowledge.com/
Wowledge is the expert-driven platform for lean teams building modern HR programs. Members enjoy access to up-to-date best practices, step-by-step guides, tools, templates, and insights to accelerate the design and implementation of all key HR programs and processes.
Since each organization has unique characteristics, needs, and aspirations, Wowledge's practices are developed utilizing an exclusive stage-based approach – from Core to Advanced to Emerging – that reflects distinct levels of sophistication to meet our members where they are.
Get started for FREE at Wowledge.com
This document outlines the six step process for developing a total rewards program. Step 1 is to analyze and assess the current situation by collecting internal and external data on compensation, benefits, employee satisfaction and needs. It is important to understand the current state and identify improvement opportunities. Step 2 is to design the program by defining the corporate mission/vision, business strategy, HR philosophy and total rewards philosophy statement. Step 3 is to develop the specific program elements by determining objectives, eligibility, goals, funding, plan structure and action steps.
The Star Model™The Star Model™ framework for organization .docxalisondakintxt
The Star Model™
The Star Model™ framework for organization design is the foundation on which a
company bases its design choices. The framework consists of a series of design policies
that are controllable by management and can influence employee behavior.
The policies are the tools with which management must become skilled in order
to shape the decisions and behaviors of their organizations effectively.
POLICIES STRATEGIES
They are general statements
that guide organizational
decision-making.
They are specific plans made
to achieve specific goals.
They don´t require action plan. They require action plan.
They are standing plans made
for repetitive activities.
They are single use plan made
for non- repetitive activities.
They are guidelines to
managerial action and decision
making.
They guide commitment of
organizational resources in a
specific direction.
They are made for smooth
conduct of the organization as
a whole.
The are made for achieve a
specific objective.
Strategies and Policies:
Both strategies and policies help to make decisions to achieve
organisational goals.
Clear strategies and policies provide right direction and guidance to organizational goals and plans.
The Star Model™
Strategy.
Strategy is the company’s formula for winning. The company’s strategy specifies:
goals and objectives, values, missions, and the basic direction of the company.
The strategy specifically delineates the products or services to be provided, the
markets to be served, and the value to be offered to the customer. It also specifies
sources of competitive advantage.
Area Description
Specialization.
It refers to the type and numbers of job specialties used in
performing the work.
Shape.
It refers to the number of people constituting the
departments (that is, the span of control) at each level of the
structure.
Distribution of power.
In its vertical dimension, refers to the classic issues of
centralization or decentralization. In its lateral dimension, it
refers to the movement of power to the department dealing
directly with the issues critical to its mission.
Departmentalization.
Is the basis for forming departments at each level of the
structure. The standard dimensions include functions,
products, workflow processes, markets, customers, geography.
The Star Model™
Structure.
The structure of the organization determines the placement of power and authority
in the organization. Structure policies fall into four areas:
The Star Model™
Processes.
-Information and decision processes cut across the organization’s structure.
-Management processes are both vertical and horizontal.
Horizontal Processes.Vertical Processes.
VP allocate the scarce resources of
funds and talent. Vertical processes
are usually business planning and
budgeting processes.
HP are designed around the workflow,
such as new product development or the
entry and fulfillment of a customer
order.
The Star Model™
Rewards.
Th.
This document provides information on organizational diagnosis and benchmarking to improve business performance. It discusses:
1. Organizational diagnosis involves assessing an organization's current performance, identifying gaps between current and desired performance, and determining how to achieve goals. Data collection methods include interviews, surveys, and analyzing primary and secondary sources.
2. Benchmarking involves measuring a company's performance against the best in its industry to identify improvement opportunities. There are four main types and conducting benchmarking involves four steps: planning, data collection, analysis, and adapting best practices.
3. SWOT analysis, value chain analysis, and developing short- and long-term business plans are also discussed as tools to understand an organization and strategize
This document provides a framework to help organizations assess their readiness for a strategic approach to workplace flexibility. It outlines a flexibility roadmap and 10 capability areas that are important for achieving effective flexibility at an organizational level. The roadmap describes three stages of flexibility - limited, basic, and embedded. Conducting a readiness assessment using the provided questions can help organizations understand their current state and identify areas of focus for a flexibility strategy. The assessment involves rating capabilities like leadership, business case, technology, and change management. This will help inform next steps such as developing flexibility action plans and benchmarks.
Strategic planning is a systematic process that involves four key questions: where the organization is now, where it should be, how it will get there, and how it will know it has succeeded. The process includes clarifying the current status and purpose, establishing a vision for the future, identifying objectives and strategies to achieve the vision, and setting performance indicators to measure progress. Effective strategic planning requires readiness in terms of management support, resources, and understanding internal and external factors. Overcoming barriers also requires reinforcing the core mission, setting clear priorities, communicating the strategy, and transforming operations to support the strategic goals.
)rganization Devolpment and Change ManagmentAtiqueArifkhan
Organization development is a continuous process of long-term organizational improvement involving a series of stages. It views the organization as a total system and applies an organization-wide approach to functional, structural, technical, and personal relationships. The five stages of the organization development process are: 1) anticipating a need for change, 2) developing relationships between practitioners and clients, 3) diagnosing problems through data collection, 4) creating action plans using techniques like TQM and role analysis, and 5) monitoring results, stabilizing changes, and ensuring self-renewal.
The document discusses the Deming Cycle, also known as the PDSA (Plan-Do-Study-Act) cycle, which is a four stage model for continuous improvement. It involves planning a change, implementing it, observing the results, and acting on what is learned. The stages are outlined in detail. Strategic thinking is then defined as focusing on unique opportunities to create value through creative dialogue. Key competencies of strategic thinking are discussed, along with the characteristics of effective strategies. Finally, strategic analysis is defined as the process of conducting research to formulate strategy, using various analytical methods.
This document provides a strategic advocacy framework to help organizations like Chintan monitor and evaluate their advocacy efforts. It recommends that Chintan develop a theory of change to integrate its programs, goals, and mission. The framework includes defining goals and interim outcomes and tracking activities. Monitoring and evaluation can help Chintan understand what is effective, adapt strategies, and demonstrate progress. However, advocacy can be difficult to evaluate due to shifting timelines and strategies. The document provides recommendations for Chintan to plan advocacy in its organizational context and become a learning organization that regularly reviews lessons from its work.
This document discusses developing an effective employee engagement strategy. It outlines that an engagement strategy should be created before conducting an engagement survey and should detail how the strategy will be communicated, how action areas will be identified from survey results, what measurable outcomes will be used to evaluate progress, what specific actions will address survey findings, and how the strategy will be sustained over time. Identifying drivers of engagement that can be realistically addressed given available resources is important for focusing improvement efforts.
This document provides an introduction to the Bond Health Check tool, which measures organizational effectiveness across 11 pillars. It describes the tool's structure, including indicators and scoring statements for each pillar. Participants select the statement that best reflects their organization and can provide comments. Not all pillars need to be completed. The online version provides analysis and comparisons to other organizations. The document gives an example of the first pillar on identity and integrity, including sample indicators, statements and a comments section. It encourages selecting areas most relevant to the participant's organization.
Gender Equality Workshops by Encompass HK Benita Chick
The workshops will provide the language, practical tools and tips for companies to effectively incorporate considerations of gender equality and inclusion considerations in their policies, programs and practices, and across the organization. In our workshop we not only focus on why and how we want to achieve gender equality but also the business case on how achieving these goals. We’ll give concrete examples on how companies can benefit from achieving gender equality.
How to conduct a social media assessmentAndrea Baker
This document provides guidance on conducting a social media assessment for an organization. It recommends conducting an organizational assessment, brand assessment, and initial planning. It asks a series of questions to consider such as the benefits of social media, target audiences, available resources, and metrics. The assessment involves understanding how social media fits with overall goals, competitors, and conversations. It also provides a checklist for various stages of developing a social media strategy and presence.
Strategic planning process and the role of hrwilliamwachira
Strategic planning is a long-term process that helps organizations define goals and plans to achieve them. It involves analyzing internal strengths and weaknesses as well as external opportunities and threats. The strategic planning process consists of four main stages: formulation, development, implementation, and evaluation. In the formulation stage, organizations develop vision, mission and value statements. In the development stage, goals are established and strategies created after analyzing internal and external factors. In the implementation stage, action plans are made and resources allocated. Finally, in the evaluation stage, performance is assessed and strategies modified if needed to ensure goals are met.
Strategies for improving organizational effectivenessPreeti Bhaskar
Organizational effectiveness can be improved through several strategies:
1. Appreciating resources, people and processes to understand organizational value chains and core processes.
2. Addressing organizational strategy and objectives to ensure alignment with value chains.
3. Aligning organizational structure to strategy by reviewing strategic plans and organizational units.
4. Measuring results against strategy using balanced scorecards and linking them to strategic plans.
5. Demonstrating continuous improvement through feedback, communication and taking suggestions seriously.
The document discusses evaluating a student evaluation form that was completed by 19 students to provide feedback on the teacher. The evaluations were mostly positive, noting the teacher's strength in expecting all students to learn. However, a few students commented that class could be more engaging at times. While the feedback was helpful, having more detailed comments would further improve the teacher's instruction. Obtaining student feedback through evaluations is important but should be done anonymously to encourage honesty.
The document outlines six critical factors for developing an effective employee engagement strategy:
1) Conducting an assessment survey to understand current engagement levels, focusing on engagement not just satisfaction.
2) Considering employee interests to ensure programs align with their physical, emotional, and spiritual needs.
3) Evaluating return on investment and ensuring alignment with organizational goals.
4) Focusing on intrinsic connections to employees through meaningful recognition or supporting their passions.
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1. 1
USAID Engendering Industries
Workforce Gender Equality Accelerated Program
Gender Equality Rapid Organizational Assessment
GUIDANCE DOCUMENT
INTRODUCTION
The Workforce Gender Equality Accelerated Program prepares managers to become agents of change
within their organizations. This Rapid Organizational Assessment is to be completed by all selected
program participants together in order to assess the organization’s main gender gaps and help us adapt
the program to your needs and better support and evaluate your future gender interventions prior to
the start of the program. In order to complete this assessment, it may require some work with other
teams including human resources management. The estimated time to complete is 4-6 hours. If you
have any questions about the organizational assessment process or tools please contact:
Gender.Accelerated@
tetratech.com
The Rapid Organizational Assessment covers five (5) thematic areas and will be completed using an
online form. 1. Policies, 2. Best Practices, 3. Staff Composition and Human Resources, and 4. Broad
Organizational Strategies and 5) Gender Equality Roadmap Assessment
Data gathered will be reviewed by the Program Facilitator and Engendering Industries team and
discussed as part of the Accelerated Program in order to help:1) Identify gender equality gaps within the
organization to support the strategic development of activities; 2) Support participants to develop a
business case that demonstrates how gender equality will benefit the organization’s bottom-line; 3)
Measure change and results with a repeated assessment following program completion and activity
implementation.
This Rapid Organizational Assessment should be completed by all participants together to facilitate
group learning and collaboration and may require some work with other teams including human
resources management.
Aggregate data will be shared with program participants, but individual company-level information
gathered as part of this assessment will not be shared with anyone other than the program facilitator
and implementing team without the expressed permission of the program participant.
PLEASE NOTE: This assessment is completed using on online Google Form and cannot be
saved and finished later. It must be completed in one sitting so please ensure that you have a
quality internet connection prior to completing so as not to lose any responses before
submission.
Please use this document as a guide and reference as you fill out the online Rapid
Organizational Assessment Form. It’s recommended that you review this guide and
gather all required materials for the assessment BEFORE beginning to enter responses in
the online form.
2. 2
PRIVACY AND CONSENT AGREEMENT
The purpose of the Rapid Organizational Assessment is to gather the information that will be discussed
as part of the Accelerated Course in order to help:1) Identify gender equality gaps within the
organization to support the strategic development of activities, 2) Support participants as to develop a
business case that demonstrates how gender equality will benefit the organization’s bottom-line, 3)
Measure change and results with a repeated assessment following program completion and activity
implementation. This is an organizational self-assessment with support of Engendering Industries and its
Workforce Gender Equality Accelerated Course participating university partners to collect, analyze, and
interpret the results.
You are invited to complete this assessment because you are a participant in the Accelerated Course.
Your organization’s participation in this rapid assessment is a prerequisite to joining the Accelerated
Course and critical pre-program activity to support your organization’s and individual participant’s
success in the program. By enrolling in the program, your organization has committed and consented to
conduct this assessment.
The procedure involves filling an online survey that will take approximately 4-6 hours, with the
expectation that all of your organization’s individual program participants will contribute to the
completion of this assessment. Your responses will be kept confidential and we do not collect personally
identifiable information such as your name, email address or IP address. The questions will be about
your company’s policies, best practices, general staff composition, and human resources, as well as broad
organizational strategies.
We will do our best to keep you and your organization’s information confidential. All data is stored in a
password-protected electronic format. To help protect the confidentiality of responses, any results
shared will not contain information that will personally identify you or other individuals and employees
within the organization. The results of this assessment will be used for the purpose of Course
participants understanding opportunities and constraints within their organization to accomplish the
above-stated goals, and will be shared only with program participants and your organization, and will be
discussed during the program with academic institution partners and other organization program
participants. However, you may wish to opt-in to sharing anonymized results, without revealing the
name of your organization, with the Accelerated Course administrators for the purpose of conducting
comparative analysis across participating organizations. This will contribute to broader global learning
about improving gender equality at organizations with yours.
If you have any questions about the assessment process or tools please contact:
workforcegenderequalitycourse@
tetratech.com
CONSENT TO OPT-IN TO SHARE ANONYMIZED ORGANIZATIONAL ASSESSMENT FOR
AGGREGATED ANALYSIS: Please select your choice below.
Clicking on the "agree" button below indicates that:
● you have read the above information
3. 3
● your organization agrees to have its organizational assessments results aggregated and
anonymized, combined with other organizational assessment results for purposes of
aggregated cross-organizational analysis
If you do not wish to consent to opt-in to share your organization’s data for the purposes of aggregated
cross-organizational assessment, please decline to share by clicking on the "disagree" button.
❏ Agree
❏ Disagree
4. 4
SECTION 1: POLICIES
Engendering Industries has identified human resource policies that directly address gender equality and others that are more effective when integrating principles
of equality.
In this survey, you will be asked to review 12 policy types and determine if your organization has this type of policy in place. For each type of policy, you will be
asked to 1) Select YES or NO if your organization has this type of policy in any form of development; and 2) if YES, indicate the stage of policy implementation
(drafted, approved, or fully implemented). This is a self-assessment of your organization to better understand which policies your company has in place. A score
will be given based on the number of self-reported policies in place.
What is a “Policy”?
For the purposes of this assessment, a policy is defined as a high-level overall plan embracing the general goals and acceptable procedures, e.g. guidelines,
regulations, enforceable punitive or disciplinary frameworks, or institutional arrangements between the organization and other public or private
entities/subcontractors. A policy that addresses issues of gender equality is an institutional, regulatory, or policy change, designed to prevent (via guidelines and
enforcement) gender-based discrimination and/or to promote gender equity in the workplace. Gender equity policies promote equal enjoyment by men and
women of human rights, socially valued goods, opportunities, and resources.
How do I interpret the stage of implementation for a given policy?
● Drafted means that a relevant entity with decision-making authority has formally proposed the measure according to the organizations’ established
procedures.
● Approved means any policy or procedure that is newly drafted or revised and has received official approval by the relevant authority (executive body,
board of directors), even if not yet implemented.
● Implemented is defined as the active institutionalization of the policy, in such a way that affects employees and future employees in a political,
economic, and or social way. For a measure to be considered implemented, it must be executed in the intended geographic locations and at the
intended administrative levels.
5. 5
INSTRUCTIONS: Please review the policies below. For each policy type you will be asked to indicate which of these gender equality-related policies organization
currently has in place (either as a stand-alone policy or integrated into a more comprehensive HR policy such as an employee manual). Please also be prepared to
identify the “stage of implementation” for each policy your organization has in place. Definitions of each stage of implementation are provided in above.
Name of Policy /Strategy Policy Description Yes /No
Stage of
Implementation
1. Gender Equality or
Gender and Social
Inclusion Policy
An effective gender equality or gender and social inclusion policy include the following: 1) Is based on international standards
including related targets, responsibilities, and provisions for handling grievances; 2) Organization has well-defined gender
equality and diversity goals and objectives, measures to achieve them, responsibilities for implementation, and indicators for
monitoring; 3) organization demonstrates a new direction and dedicated commitment to gender equality and inclusion goals
by developing and implementing a supportive strategy and action plan; 4) organization implements training programs to raise
awareness of unconscious bias and build commitment to implementing the policy ; and 5) organization ensures accountability
for implementation is with senior leadership.
2. Equal Employment
Opportunity (EEO) Policy
This policy refers to the adoption of an equal employment opportunity (EEO) policy statement at the board of
directors/ownership level to ensure compliance with the national laws, as well as regional and international labor standards,
and to prohibit discrimination at the workplace. The EEO should: 1) Disclose board selection process, skills, and diversity goals.
2). Appoint human resource (HR) or another organizational unit such as a gender department to implement EEO policy and
other company gender equality and diversity policies, strategies, programs, and initiatives aimed at promoting gender equality
and diversity and dedicate necessary financial resources. 3) Establish a multi-divisional gender equality and diversity
committee comprised of women and men with diverse social identities to plan, oversee and support the implementation of
gender equality and diversity initiatives with the gender equality and inclusion and/or HR Departments 4) Create
accountability by declaring specific targets and goals on gender equality and diversity and hold the company’s leaders
accountable for achieving these goals over a defined timeframe.
3. All Company Policies
(support gender equality and
diversity goals)
Company policies that support gender equality and diversity goals: 1) Meet international standards and best practices; 2)
Promote gender equality, social inclusion, diversity goals; 3) Improve and support change management efforts; 4) Use gender-
equitable concepts and wording; 5) Involve contributions of female and male stakeholders with diverse social identities at all
levels; and 5) Sensitize communications and HR departments on gender equality, diversity, inclusion, and language.
6. 6
4. Salary Equity Policy This policy refers to equal remuneration for men and women workers for work of equal value which are established without
discrimination based on sex. Remuneration includes the ordinary, basic, or minimum wage or salary and any additional
emoluments whatsoever payable directly or indirectly, whether in cash or in kind, by the employer to the worker and arising
out of the worker's employment (Equal Remuneration Convention, 1951 (No. 100), Article 1 (a) and (b), International Labor
Organization). An effective salary equity policy explicitly addressing the following areas: 1) Salary discrimination within a job
category, for example, “Engineer 1”: A male and a female both with master’s degrees in engineering and 5 years of
experience being paid differently; 2) Salary discrimination between job categories, for example, having two job titles “Office
Manager” and “Field Office Manager” with the same responsibilities, but “Office Manager” is paid less and held mostly by
women; and 3) In the hiring and promotions processes, does not ask or use prior salary to determine current salary.
5. Parental Leave Policy
(with Maternity and
Paternity Leave)
An effectively implemented parental leave policy: 1) Meets or exceeds in-country legal requirements for parental leave
(maternity and paternity leave), based in part on a survey of employees’ needs. 2) Includes additional leave or other paid
time off (OPTO) options to close the gap identified by the company’s benefits analysis. 3)Is communicated to all employees.
4)Includes training supervisors and managers about their role in creating a supportive climate in which employees feel
comfortable using leave. 5) Encourages company leadership to take appropriate leave to encourage employees to do the
same. 6) Creates and implements processes to maintain full staffing while employees are on leave. 7) Fosters formal flexible
work arrangements as an agile and responsive way to enable workers to meet diverse personal and professional goals while
maximizing individual contributions to team targets. 8) Includes equal well-paid parental leave policies for both parents which
are effective in encouraging men’s caregiving and promoting greater equality in the household, workplace, and society, helping
to reduce and redistribute caregiver responsibilities and work.
6. Family Leave Policy (Equal
for Women and Men)
An effective policy: 1) Meets in-country legal requirements for leave.2) Includes additional leave to close the gap identified by
the company’s benefits analysis. 3) Communicate these benefits to all employees. 4) Includes training supervisors and
managers about their role in creating a supportive climate in which employees feel comfortable using leave. 5) Encourages
company leadership to take appropriate leave to encourage employees to do the same. 6) Creates and implements
processes to maintain full staffing while employees are on leave.
7. 7
7. Reconciliation ofwork-life
and family-life policies (Equal
for Women and Men)
This policy refers to policies that meet the needs of staff for better reconciliation of work-life and family-life and align with the
national legal framework, local culture, international best practices, and support corporate culture change. Global best
practices include: 1) Flexible work schedule; 2) Work from home and home office, including telework options; 3) Shorter
workday for returning parents; 4) Longer lunch break for baby feeding/ breast pumping; 5) Return to work programs offering
catch-up training on topics to enable competitiveness for job promotions; 6) Provision of facilities such as lactation rooms, on-
site childcare and family lunch options; 7) Support for external childcare (See Benefits best practice on child care); 8)
Employee Assistance Program providing support for new parents and for better reconciliation of work-life and family-life (See
Benefits best practice on EAP); 9) Job-sharing for female talents and leaders (see Talent and Leadership best practice on job
sharing); 10) Online training in addition to in-class training, that might be difficult to attend; 11) Company benefits extended
to family members; 12) Cooperation with high quality schools and financial support for tuition fees; and 13) Processes to
maintain full staffing while reintegrating the returning employee
9. Sexual harassment and
Gender-based violence (GBV)
Policy
This policy refers to the creation and implementation of sexual harassment and GBV policies with the following attributes: 1)
Definition and examples of prohibited behaviors. 2) Description of reporting procedure that includes multiple reporting
channels. 3) Description of rights of victims and witnesses with a survivor-centered approach to respect, safety, and
confidentiality. 4) Description of individuals’ responsibilities (e.g., employees, managers, supervisors, and HR) in upholding/
enforcing the policy. 5) Description of the investigation process. 6) Description of confidentiality expectations. 7) Prohibition of
and punishment of retaliation. 8) Description of appropriate discipline for employees found to be in violation. 9) Includes a
plan for employee-wide training on the policies for greater success in implementation. 10) Use an anonymous employee
survey, management reports, or other tools to identify and evaluate incidences of sexual harassment and GBV. 11) Advocacy
of greater public understanding of the cost of GBV and the benefits of acting.
10. Workplace Policies to
Prevent and Respond to
Domestic Violence
An effectively implemented anti-discrimination policy includes the following: 1) organization has well-defined procedures that
prohibit any distinction, exclusion or preference made on the basis of race, color, sex, religion, political opinion, national
extraction or social origin, which include identifying who is responsible for implementation and indicators for monitoring
procedures. 2) organization demonstrates a clear commitment to anti-discrimination and inclusive goals with a supportive
strategy and action plan for implementation; 3) organization implements training programs to raise awareness of unconscious
bias and build commitment to implementing the policy; and 4) organization ensures accountability for implementation with
senior leadership.
8. 8
11. Grievance and
complaints mechanism (e.g.
ability to report to HR,
anonymous phone line, etc.)
for handling violations of
policies)
An effective grievance and complaints mechanism: 1) Institutes a fair and transparent investigation and resolution process
that creates an open environment to address complaints without fear of associated stigma or retribution; 2) Provides training
for employees on compliance with anti-harassment, -abuse, and -discrimination policies; 3) Uses Employee Resource Groups
to support employees who have filed complaints; 4) Includes key elements of the reporting process such as definitions and
examples of unwanted or prohibited behaviors; descriptions of reporting procedure that includes multiple reporting channels;
descriptions of the responsibilities of employees, managers, supervisors, and key stakeholders; descriptions of the investigation
process; descriptions of confidentiality expectations; prohibition of and punishment of retaliation; and descriptions of
appropriate discipline for employees found to be in violation. 5) Ensures that various modalities for reporting problems are
widely available and communicated throughout the company; 6) Assigns most trusted unit or method to handle complaints;
7) Trains personnel on investigative techniques (if not outsourced) and procedures; 8) Monitors complaints and resolution
handling to further improve processes.
12. Menstrual Health
Management (MHM) Policy
A workplace menstrual health management (MHM) policy ensures that women can manage their sanitation needs safely
and with dignity while at work. An effective policy: 1) meets or exceeds national legal provisions and international best
practices related to MHM; 2) Provides adequate facilities that are safe, clean, and single-sex; 3) Includes women and their
inputs; 4) Addresses hard infrastructure needs such as access to cold and warm water and soap, safe and culturally
appropriate disposal options, and doors that can be locked and provide full privacy; 5) Addresses soft measures such as
supporting mindset and process shifts (i.e. not requiring women to ask to use the restroom), sensitizing managers and
supervisors on women's sanitation needs, and supporting women's self-esteem and self-awareness to help them overcome
stereotypes and negative feelings about their body.
9. 9
If you responded “Yes” above to your organization having a Gender Equality or Gender and Social Inclusion Policy,
A. You indicated above that your organization has a Gender Equality or Gender and Social Inclusion Policy, please identify the main objectives of the policy
below.
Gender strategy objective Status
1: Objective is drafted
2: Objective is being implemented by the company
3: The objective with targets has been fully achieved
Please add any further detail regarding results or other
information.
1.
2.
3.
Add additional lines if necessary
B. Does your organization require subcontractors and suppliers to have a Gender Equality Policy in place?
10. 10
SECTION 2: BEST PRACTICES
In this section, you will identify which of the Workplace Gender Equality Best practices are in place at
your organization. This will be used to understand the current practices that are implemented, existing
gaps, and will help guide strategic prioritization of practices to implement. This section is best completed
together with all Accelerated Course participants from your organization. Please refer to the Engendering
Industries Best Practices Framework for more detailed descriptions of each best practice, as well as some
examples of what success looks like. If further clarification is needed, the Workplace Gender Equality
Accelerated Course Manager, Agathe Gondinet at workforcegenderequalitycourse@
tetratech.com, and
the Engendering Industries Team members are available to help guide you.
INSTRUCTIONS: Please indicate which of the following practices, interventions, or activities your
organization is currently implementing or has recently implemented? (Select NO if this is not current
practice or priority; select YES if this practice is either in the early stages of development or fully
implemented)
BEST PRACTICE YES/
NO
ATTRACTION AND TALENT OUTREACH
1 The company is prepared to be inclusive for women with diverse social identities
2 The organization is showcased as a place that is inclusive of women with diverse social identities
3 Young girls are inspired, motivated, and encouraged to study STEM subjects and to strive for a career
in STEM industries
4 Youth girls with diverse social identities are invited to become familiar with the company
5 Outreach is conducted to educational institutions that lead to long-term attraction of female job
candidates with diverse social identities
6 Internship programs are used to promote technical jobs and the company as an employer of choice
for women and men with diverse social identities
7 Scholarships are offered to female students with a focus on STEM subjects
8 Supervision of master thesis or paid master thesis contract is offered with a focus on female students
9 Mentorship programs are used to promote technical jobs and the company as employer of choice
RECRUITING AND HIRING
1 More diverse women candidates are attracted through inclusive job ads
2 Targeted hiring is used to fill open positions and increase the overall percentage of women in the
company in general and/or in the technical areas
3 Company participates in (university) career fairs and regional job fairs to recruit qualified women with
diverse social identities
11. 11
4 Equitable and inclusive recruitment and hiring practices are applied
5 A diversity hiring audit was conducted to determine the conditions that are not contributing to
gender equality and diversity goals
6 Internship programs are used for direct hiring, with gender parity in intern placements and hiring
7 Gender equality, parity, and diversity considerations are integrated into procurement policies and
practices to ensure subcontractor/ supplier alignment with the company’s gender equality and
diversity goals
ONBOARDING AND TRAINING
1 Clear responsibilities are defined for everyone involved in the onboarding process
2 Company commitment to gender equality, diversity, and inclusion during onboarding is clearly
communicated
3 Managers and other employees are encouraged to integrate and “socialize” new hires for their first
year
4 A “buddy system” for new employees as part of onboarding has been developed and implemented
5 A system of regular check-ins has been established for new hires in their first year of employment
6 A standardized training plan has been established with must-have training for all employees
7 A training plan for each employee is created with a focus on the exposure of women to other work
areas and duties to achieve skill parity
8 The company regularly conducts gender awareness, anti-discrimination, diversity and inclusion, and
unconscious bias training
9 Company-wide employee and specialized management training is provided on gender equality and
diversity strategies, policies, and codes of conduct
10 Training is provided to all male and female employees and managers on what sexual harassment is,
how to prevent it, report it, and respond to it with a survivor-centered approach
11 Leadership and technical skills training are provided to women to prepare them for new roles and
responsibilities
Performance Management, Compensation, and Benefits
1 The company has a fair and unbiased employee performance management and appraisal system and
process in place
2 A salary gap analysis has been conducted to determine if there are gender differences and adjust
salaries to close identified gaps
3 An equity and impact analysis of benefits, including usage/uptake of benefits, has been conducted
4 The company ensures that benefits — such as medical coverage, tuition reimbursement, and
retirement savings — are equally accessible to male and female employees
5 Working conditions exist that support improved reconciliation of work-life and family-life for women
and men with care duties
12. 12
6 An inclusive employee health and wellness program has been instituted to improve the health,
wellbeing, and productivity to support all female and male employees
7 An Employee Assistance Program (EAP) is available to support the mental and emotional health of
female and male employees
8 The company provides access to childcare facilities (e.g., crèche or nursery) or monetary assistance
for childcare arrangements
TALENT & LEADERSHIP DEVELOPMENT
1 A gap analysis has been conducted to assess diverse talent pipeline health by identifying talent and
leadership development needs
2 A structured talent development plan and process are implemented to counteract bias and gender
parity and diversity imbalances in the talent pool
3 A structured and long-term leadership development plan is in place to include women with diverse
social identities at all leadership levels
4 Mentoring for women with diverse social identities is offered to cultivate their talent and mentoring
for men to foster male allies
5 Sponsorship is provided for women with diverse social identities to make them more visible for
promotion
6 The company promotes job sharing for management functions and other key roles
7 On-the-job learning opportunities are provided, such as job shadowing and job rotations, especially
for business areas in which women are underrepresented
RETENTION AND EMPLOYEE ENGAGEMENT
1 Workplace climate and employee satisfaction surveys are used to identify gender equality and
diversity and inclusion challenges
2 The company has a targeted strategy to retain top female talent including high-performing women,
women in key technical functions, and women demonstrating leadership potential
3 Senior leadership and staff are engaged in gender equality, diversity, and inclusion efforts
4 The company organizes informal talks between the CEO and employees, ensuring the inclusion of
women with diverse social identities
5 The company leverages existing women’s and diversity networks to support the development of
good practices
SUCCESSION PLANNING AND PROMOTION
1 The company has established and implemented succession plans that are inclusive of
women
2 Skill mapping is used to support unbiased succession planning and promotion
3 The company has promotion processes in place to counteract bias in promotions
SEPARATION AND RETIREMENT
1 The company actively addressed the gender inequality impact of retrenchment
13. 13
2 Both men and women fully participate in a retirement plan and/or financial education
programs
CORPORATE CULTURE AND LEADERSHIP
1 The company has established a business case for gender equality, diversity, and inclusion
based on company-specific gender and diversity assessment
2 A strategy and change management plan are in place to promote gender equality, diversity,
and inclusion throughout the company
3 Gender equality, diversity, and inclusion are part of the workplace culture
4 Male engagement is promoted through the identification of male change agents and
motivating them to act as promoters and ambassadors for gender equality
5 Company leadership models action that supports gender equality, diversity, and inclusion
COMPANY PERFORMANCE AND REPORTING
1 The company regularly collects and analyzes sex-disaggregated data to regularly monitor
progress of gender equity interventions
2 A dedicated budget is used and track of financial resources to increase gender equality and
diversity
3 Gender equality and diversity targets and/or key performance indicators (KPIs) on gender
equality and D&I and disclosed in publicly available reports and indices
4 The company has adopted international standards and endorse international commitments
for gender equality
5 The company participates in gender equality and diversity awards, rankings certification
processes
CORPORATE COMMUNICATIONS AND BRANDING
1 Internal and external communications are designed to communicate gender equality,
diversity, and inclusion commitment and provide gender-equitable messaging, language, and
photos
2 Talented female employees with diverse social identities are showcased to promote their
professional achievements
3 The company has built a successful employer brand that is attractive to female candidates
and individuals with diverse social identities
5 The company showcases its commitment to gender equality, diversity, and inclusion
through membership in relevant networks, associations, and conferences
5 The company showcases its commitment through the adoption of international standards
and participation in rankings or awards on gender equality, diversity, and inclusion
6 The company develops or joins communication campaigns and events to promote gender
equality, diversity, and inclusion
14. 14
SECTION 3: STAFF COMPOSITION AND HUMAN
RESOURCES
Data on staff composition will allow us to analyze where there are gender parity gaps, and possible causes,
so that your organization may strategically address specific gaps and challenges that prevent women or
men from entering into certain job types or advancing in their careers. When we refer to “women” or
“men” we recognize that gender identity is a continuum and refer to an individual’s preferred gender
identity.
This section of the assessment examines staff composition by job type and gender across your
organization’s workforce. Please refer to the job types and examples provided below when classifying
your workforce by job type. We understand that not all organizations will have these specific job
classifications but in order to better understand gender parity gaps across various levels within your
organization, we encourage you to map your workforce to these job types so they most closely resemble
your organizational structure and capture the entire employee workforce.
Job Types
All Employees All employees that are on the company payroll, including part-time and seasonal employees.
Supervisory / Advisory
Board Members
Applies to organizations that have an external supervisory/advisory board. This does not apply
to executive board members, who are considered in the Executive manager group.
Executive Managers Chief Executive Officer (CEO), President, Managing Director, General Manager, and Executive
Board (not supervisory or advisory board members).
Middle Managers Middle Managers are those positions that report to the Executive Manager positions and their
equivalents AND have other division or department managers or supervisors who report to
them (must have at least one layer of management reporting to them).
Managers / Supervisors Managers, supervisors, and other program leads who are responsible for supervising one or
more employees or consultants.
Senior Professionals Non-managers with over 10 years of relevant experience.
Professionals Non-managers with between 2-10 years of relevant work experience.
Junior Professionals Non-managers with under 2 years of relevant experience.
Pre-Entry Level Interns, Trainees, Working students
15. 15
Workforce Demographics
1. What is the gender composition of the organization’s employee workforce (all
employees)?
The “workforce” is defined as all people included in the organization’s payroll, including all part-
time employees.
Full-Time Employees Part-time Employees
and Consultants
Total number of employees in the organization
This should include all employees currently on the company
payroll, including part-time employees during the most recent
calendar year.
(number) (number)
Number of women (number) (number)
Number of men (number) (number)
Percentage of women employees
(total number of employees/number of women employees = %)
( %) ( %)
2. What is the gender composition of your organization’s Supervisory /Advisory Board
Members (board of directors or equivalent)? If your organization does not have a board of
directors, please consider the supervisory board or group that sets the goals and direction for the
organization.
Total number of persons on the board of directors (or
equivalent)
(number)
Number of women on the board of directors (or equivalent) (number)
Number of men on the board of directors (or equivalent) (number)
Percentage of women on the board of directors (%)
3. What is the gender composition of your organization’s Executive Managers (Chief
Executive Officer, General Manager, Managing Directors, Department Heads or
equivalent)? If your organization does not have chief executives or department heads, please
consider the leadership team that has responsibility for managing the company according to the
goals and direction set by the advisory board (or equivalent).
Total number of executives, chiefs, or department heads
Such as the Chief Executive Officer (CEO), Chief Operating Officer
(COO), Chief Administrative Officer (CAO), etc., Director of
Operations, Director of Finance, etc.
(number)
Number of women executive managers (number)
16. 16
Number of men executive managers (number)
Percentage of women among executive leadership team(or
equivalent)
(%)
4. What is the gender composition of your organization’s Middle Managers? (Middle
Managers are those positions that report to the Executive Manager positions and their equivalents
AND have other division or department managers or supervisors who report to them (must
have at least one layer of management reporting to them).
Total number of Middle Managers
(must have at another manager or supervisor reporting directly to them)
(number)
Number of women middle managers (number)
Number of men middle managers (number)
Percentage of women among Middle Managers (or equivalent) (%)
5. Whatisthegendercompositionofyourorganization’sManagersandSupervisors? These
are all other managers, supervisors and other program leads who are responsible for supervising
one or more employees or consultants. Please do not include Middle Managers or Executives
already counted in previous questions.
Total number of Managers and Supervisors
responsible for supervising one or more employee or consultant
(number)
Number of women Managers and Supervisors (number)
Number of men Managers and Supervisors (number)
Percentage of women among the Management team(or
equivalent)
(%)
6. What is the gender composition of your organization’s Professional Staff? These non-
managers who work in various areas throughout the company in both technical and non-technical
positions.
Women Men Total
Senior Professionals Non-managers with over 10 years of
relevant experience.
(number) (number) (number)
Professionals Non-managers with between 2-10
years of relevant work experience.
(number) (number) (number)
Junior Professionals Non-managers with under 2 years of
relevant experience.
(number) (number) (number)
7. What is the gender composition of your organization’s technical departments? Technical
departments are related to production, technical operations, and Research and Development,
17. 17
and excludes purchasing, marketing (including the selling and customer relation function), human
resource management, accounting, and finance. In technical departments, science, technology,
engineering, and mathematics skills are predominant.
Total number of employees in technical departments (including
part-time employees)
(number)
Number of women in technical positions (number)
Number of men in technical positions (number)
Percentage of women employees in technical positions (%)
8. How many engineers does your company employ?
⃞ My organization does not have engineers
Total number of engineers (number)
Number female engineers (number)
Number of male engineers (number)
Percentage of women among engineers (%)
9. What is the gender composition of your organization’s nontechnical departments?
Non-Technical departments are those typically considered to provide support functions, such as
Strategy, Finance, Accounting, Human Resources, Communication and Public Relations,
Procurement, Planning and Budgeting, Safety and Customer Service.
Total number of employees in non-technical departments (including
part-time employees)
(number)
Number of women in non-technical positions (number)
Number of men in non-technical positions (number)
Percentage of women in non-technical positions (%)
10. Please briefly describe how the share of women has evolved across various job types
over the past 5 years?
11. Considering the various subcontractors and suppliers contracted by your company, in
general have you seen the share of women who work for those contractors and suppliers
evolve over the past five years? Please explain.
18. 18
SECTION 4: BROAD ORGANIZATIONAL STRATEGY
1. Please list 2-3 of your organization's strategic objectives.
Examples of broad strategic objectives are to increase the number of customers, increase revenue,
improve employee satisfaction, become a trusted brand, create a customer-focused culture, etc.
Please list 2-3 of your organization's overall strategic objectives
●
●
●
2. Please list the 3 main gender equality gaps in your organization.
Note that gender equality is a state “in which both women and men, girls and boys have equal
opportunity to benefit from and contribute to economic, social, cultural and political development; enjoy
socially valued resources and rewards, and realize their human rights.” In the workplace, this means
equal access to employment opportunities, training, career growth, leadership opportunities, and
equal pay.
The 3 main gender equality gaps in my organization are:
1.
2.
3.
3. Does your organization currently have gender equality priorities?
3A. (IF YES) What are the 3 top current priorities to improve gender equality at your
organization?
The top 3 priorities to improve gender equality in my organization are currently:
1.
2.
3.
3B. (IF NO) What do you believe the top 3 priorities should be to improve gender
equality at your organization?
1.
2.
3
4. How has the COVID-19 crisis affected your company?
5. How has the COVID-19 crisis affected the situation of female and male workers
differently in your company?
19. 19
6. On a scale of 1-5 how difficult was it to collect the information needed for this
assessment?
❏ Verydifficult (5) I had to consult with many people/ departments and collect data
from scratch.
❏ Difficult (4) It took some time to collect and produce the information that was not
available previously.
❏ Neither easy nor hard (3)
❏ Easy (2) Most information was readily available.
❏ Very easy (1) All information was readily available.
7. Isthereanythingelseyou’dliketo sharewiththeAcceleratedProgramfacilitatorsabout
your organization?
20. 20
SECTION 5: GENDER EQUALITY ROADMAP
A comprehensive strategy is key to achieving workplace gender equality but knowing where to get started
is a common obstacle to developing one.
The Workplace Gender Equality Agency (an Australian Government statutory agency that promotes and
improves workplace gender equality) developed a roadmap that tracks organizations' gender equality
progress through six phases1.
• Avoiding - Either gender equality is not on the radar of the organization or the organization has
determined that that’s not something they see as a priority or want to take action on.
• Compliant – Organizations report to the WGEA and comply with various pieces of legislation
in relate to discrimination, sex-based harassment, etc.;
• Programmatic – Organizations have lots of programs that drive gender equality, such as return-
to-work or flexible work schemes but no overarching strategy.
• Strategic – Organizations have a gender equality strategy that is aligned with their business
strategy and has specific timeframes and resources allocated to it.
• Integrated– Organizations have a strategy and are starting to put the infrastructure, policies, and
procedures in place to support it.
• Sustainable – Organizations culturally embed gender equality into everyday decisions and
activities.
Instructions: Work with fellow program participants from your organization to determine which phase
your organization is at on the Gender Equality Roadmap. Review the phases presented in the graphic
below, then fill out the following table. This exercise will help you develop strategic priorities in your
Gender Equality Action Plan.
1 For more information on the WGEA Gender Equality Roadmap and assessment tools visit: https://www.wgea.gov.au/
21. 21
Phase Characteristics
Applies to my/our
organization
(yes/no)
Avoiding
Structural and cultural barriers to female career
progression are unrecognized or denied.
Exclusive and/or discriminatory behavior towards women
accepted and/or normalized.
No measurement or reporting of gender representation or
equality issues.
No-one accepts (or sees a need to allocate) accountability
for gender equality /diversity.
Compliant
Gender equality /diversity are seen as a compliance risk,
not a business enabler or imperative.
Any gender equality/diversity activity is limited to meeting
compliance obligations.
Responsibility for compliance with gender legislation or
regulation is owned by support functions.
Only data required to meet compliance obligations is
gathered and is not exploited.
Programmatic
Gender equality/diversity activity occurs only in response
to issues that can’t be ignored.
Actions and initiatives are ad hoc, reactive and tactical
rather than planned, proactive and strategic.
Gender initiatives are disconnected and fragmented, which
limits synergies, efficiencies and impact.
Business priorities take precedence and displace gender
equality action if/when necessary.
Failure of gender programs initiatives to achieve progress
or change undermines long-term support.
Strategic
A specific business case for addressing gender equality is
identified and promoted by leaders.
A gender strategy is developed which links to and supports
business strategy and objectives.
22. 22
Gender strategy is used to guide effort, investment and
specific initiatives and is regularly reviewed.
Action plans are developed and implemented to realize
gender equality strategic objectives.
Governance and reporting mechanisms are in place to
ensure leadership oversight.
Integrated
Gender equality best practice is integrated into business
and people policies and processes.
The business case for gender equality is understood and
embraced at all organizational levels.
Commitment to, and investment in, gender equality
progress is unaffected by business challenges.
Structural and cultural barriers to female career
progression are actively challenged and addressed.
Sustainable
Business leaders hold themselves and their people publicly
accountable for gender equality outcomes.
Leaders have the necessary capability, confidence and
commitment to build gender inclusive culture(s).
The organization and its leaders are role models for
gender equality/inclusion, and influence others.
Ongoing commitment to gender equality is unaffected by
changes in leadership composition.
Gender equality is simply part of how business is done, and
how people work together – always.
-----END ASSESSMENT ---
Thank you for completing the Rapid Organizational Assessment for the Accelerated Program. Results
will be compiled and shared back with you for your reference throughout your participation in the
Accelerated Program. If you have any questions about this assessment or how results will be shared,
please contact workforcegenderequalitycourse@
tetratech.com