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Practical Models for Effective Employee Engagement in 
Support of Evolving Sustainability Agendas 
Susan Hunt Stevens, WeSpire @huntstevens 
Stephanie Bertels, Network for Business Sustainability @sbertels 
Jason Jay, MIT Sloan School of Management @jasonjjay 
Zeynep Ton, The Good Jobs Strategy @zeynepton
Inspiring people to make sustainable 
choices. 
SB New Metrics - Sept. 24, 2014 
Practical Models for Effective 
Employee Engagement in Support of 
Evolving Sustainability Agendas
About WeSpire 
A cloud-based engagement platform that 
global companies use to engage employees 
in sustainability and responsibility initiatives
Delivering Measurable Impact 
25 companies 
45 different countries 
2MM actions completed* 
$250 saved per employee 
*since July 2013 
4
Tangible impact and savings 
5 
Since July 2013, our customers have saved 
over $1M while reducing their 
environmental footprint 
waste energy water 
100 
Tons 
3M 
Kwh 
3.6M 
Gallons
Dr. Stephanie Bertels 
Simon Fraser University, Canada 
stephanie_bertels@sfu.ca
The starting point: 
A systematic effort to understand how to embed sustainability 
http://nbs.net/wp-content/uploads/Executive-Report-Sustainability-and-Corporate-Culture.pdf
What did we do? 
Identified the 179 
most relevant 
sources 
Located 13, 756 
academic articles, 
books, and 
practitioner reports 
Extracted 59 different 
practices to embed 
sustainability 
Developed 
the framework 
• What are they doing? 
• What are they trying to accomplish? 
• How are they going about it? 
• (With what degree of success?)
Key Recommendation: 
Adopt a portfolio approach to embedding sustainability
Companies sought more guidance: 
How do the practices shift over time? 
Sustainability 
maturity 
time
Embedding Sustainability Working Group 
• 9 firms / 3 year study 
• Understand what they are doing 
• Understand the impact on culture/climate 
• Develop practical tools
Goal: Develop an assessment tool
Develop scales to compare performance 
INTEGRATE INTO RISK: incorporate sustainability considerations into the organization’s risk process 
To what extent do you integrate sustainability into your risk assessment process? Select the most applicable option: 
0: We do not yet integrate sustainability into our risk assessment process and/or our organization does not have a risk 
assessment process. 
1: We know sustainability should be considered as part of our risk assessment process and are considering how we might 
integrate it into our risk assessment process. 
2: We have started to assess sustainability related risks as part our risk assessment process, but they are largely limited to 
compliance based risks and generally only activated retroactively in the case of compliance failures. This work is mainly 
undertaken by a few key people in the organization. 
3: We are beginning to integrate sustainability into our core risk assessment process. We’re rolling this out to the business 
units and some have developed an appreciation for the need to proactively factor sustainability into their internal risk 
assessment processes. 
4: We have a well-developed system for integrating sustainability into our risk assessment process. We have sustainability 
expertise within our risk management group and we have an expanded risk matrix that factors in potential future risks due to 
changing societal expectations or shifting natural capital stocks. We take a long-term view in assessing sustainability risk. 
The business units have an appreciation for the need to proactively factor sustainability into their internal risk assessment 
processes and see the value in doing so. 
Questionnaire with 62 questions
Share best practices amongst members
Additional validation work 
with South African firms
Understand the sequencing of the practices
Identify practice pathways
Formal Practices to Advance
Formal Practices to Deliver on Commitments
Informal Practices to Deliver on Commitments
Informal Practices to Advance
Develop a maturity model 
Pathway Practice Not	Embedded Tactical 
Beginning	to	 
Embed 
Embedding Well	Embedded Transformational 
Envision	 
Prioritize 
Sustainability	Goals 
Strategy 
Ask	employees 
Listen 
Review 
Root	Causes 
Update 
Lifecycles 
Explore 
Pilot 
Internal	knowledge 
Improve	Operations 
Improve	products	&	services 
Scan 
Benchmark 
Standards 
Feedback	 
Expertise 
External	Knowledge 
Frame	 
Ask	Leaders 
Prime 
Cultivate	Champions 
Trigger 
Explain 
Look	beyond 
Brand 
Share	stories 
Mission-Vision-Values 
Self-regulate 
Commit 
Model 
Inform 
Follow-up 
Recognize 
Employee	Wellbeing 
Communities 
Resolve	Inconsistencies 
Link 
Leverage	Interest 
Tackle	Issues 
Recruit 
Onboard 
Train 
Sustainability	roles 
Allocate	to	senior	leaders 
Personal	Goals	 
Compensate 
Promote 
Business	planning 
Risk 
Business	Processes	and	Systems 
Policies 
Procedures 
Measure 
Information	systems 
Analytics 
Report 
Verify 
Plan 
Improve 
Innovate	 
Connect	Outwards 
Engage	Leaders 
Build	Readiness 
Shape	Identity 
Signal 
Demonstrate 
Develop 
Assign 
Integrate 
Assess	Progress
Current work: Assessing progress 
Engage in systematic efforts to assess the efficacy of 
particular practices. 
… this requires pre and post measures
Developing guidebooks 
Embedding Sustainability 
• through storytelling for 
sustainability 
• by leveraging interest and 
cultivating champions 
• into the employee lifecycle 
• through context-based 
strategy making 
… and more
Embedding Sustainability in the Employee Lifecycle 
Attract, Recruit, 
and Hire 
• Sustainability Values 
Onboard 
• Socialize for 
Sustainability 
Develop 
• Thinking 
Manage Systemically 
•Goal Setting 
• Compensation 
• Promotion 
Engage 
Retirees 
• Community 
Volunteerism 
Foster 
Employee 
Wellbeing 
• Diversity 
• Income Equality 
•Employee 
Benefits
…think about your own company
Mission, Vision, Values 
To what extent do you make explicit statements 
about sustainability in communicating your 
organization’s mission, vision, values, and/or core 
purpose?
Brand 
To what extent to you employ a brand to distinguish 
or highlight your sustainability programs and/or to 
differentiate and communicate your sustainability 
vision to employees and others?
Attracting, Recruiting and Hiring for 
Sustainability Values 
To what extent do you include sustainability as an 
element of the recruitment process by promoting 
your organization’s sustainability commitments 
and/or by assessing a candidate’s sustainability 
values and/or competencies (such as 
interdisciplinary thinking or an understanding of 
lifecycles and systems)? 
To what extent are your HR team able to screen 
candidates for ‘fit’ on sustainability?
Onboarding 
To what extent do you incorporate sustainability 
training and socialization into a new employee’s 
onboarding process?
Develop 
To what extent are an understanding of 
sustainability and sustainability related 
competencies like systems thinking part of employee 
development?
Listen 
To what extent does your organization have a culture 
of listening to employee ideas about sustainability? 
Do you help emerging leaders to improve their 
listening skills?
Sustainability Roles 
To what extent have you established roles within the 
organization to capture sustainability 
responsibilities?
Allocate to Senior Leaders 
To what extent do you allocate the responsibility for 
delivering on the sustainability agenda to senior 
leaders?
Personal Goals 
To what extent do you translate organizational 
sustainability goals and targets into employee 
responsibilities and expectations?
Compensate 
To what extent do you link employee compensation 
to the achievement of set sustainability objectives?
Promote 
To what extent do you move people with sustainability 
values and skills into higher positions in the 
organization through incorporating sustainability 
criteria into decisions about advancement?
Employee Wellbeing 
To what extent does the organization signal its 
commitment to employee wellbeing?
Link 
To what extent do you encourage employees to bring 
their personal sustainability behaviors to work or 
connect organizational sustainability activities to their 
personal lives?
Leverage Interest 
To what extent do you encourage and support 
grassroots efforts and/or engage interested employees 
to identify and reconcile inconsistencies and help 
spread environmentally and socially responsible 
behaviours?
Invest in Communities 
To what extent does your organization contribute 
resources to the communities within which you 
operate and encourage and enable employees to do 
the same?
What next? 
-Reflect on where your organization could make quick 
gains and where more investment will be required 
-Plan for the investments needed to shift the culture 
across the organization 
-Consider engaging in a more systematic inventory of 
your efforts
Watch this space …. 
www.embeddingproject.org 
Or contact me at: stephanie_bertels@sfu.ca
Q & A 
44 © 2014 CA. ALL RIGHTS RESERVED. 
44
Thank you! 
45 © 2014 CA. ALL RIGHTS RESERVED. 
45
www.SustainableBrands.com

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Practical Models for Effective Employee Engagement in Support of Evolving Sustainability Agendas

  • 1. Practical Models for Effective Employee Engagement in Support of Evolving Sustainability Agendas Susan Hunt Stevens, WeSpire @huntstevens Stephanie Bertels, Network for Business Sustainability @sbertels Jason Jay, MIT Sloan School of Management @jasonjjay Zeynep Ton, The Good Jobs Strategy @zeynepton
  • 2. Inspiring people to make sustainable choices. SB New Metrics - Sept. 24, 2014 Practical Models for Effective Employee Engagement in Support of Evolving Sustainability Agendas
  • 3. About WeSpire A cloud-based engagement platform that global companies use to engage employees in sustainability and responsibility initiatives
  • 4. Delivering Measurable Impact 25 companies 45 different countries 2MM actions completed* $250 saved per employee *since July 2013 4
  • 5. Tangible impact and savings 5 Since July 2013, our customers have saved over $1M while reducing their environmental footprint waste energy water 100 Tons 3M Kwh 3.6M Gallons
  • 6. Dr. Stephanie Bertels Simon Fraser University, Canada stephanie_bertels@sfu.ca
  • 7. The starting point: A systematic effort to understand how to embed sustainability http://nbs.net/wp-content/uploads/Executive-Report-Sustainability-and-Corporate-Culture.pdf
  • 8. What did we do? Identified the 179 most relevant sources Located 13, 756 academic articles, books, and practitioner reports Extracted 59 different practices to embed sustainability Developed the framework • What are they doing? • What are they trying to accomplish? • How are they going about it? • (With what degree of success?)
  • 9. Key Recommendation: Adopt a portfolio approach to embedding sustainability
  • 10. Companies sought more guidance: How do the practices shift over time? Sustainability maturity time
  • 11. Embedding Sustainability Working Group • 9 firms / 3 year study • Understand what they are doing • Understand the impact on culture/climate • Develop practical tools
  • 12. Goal: Develop an assessment tool
  • 13. Develop scales to compare performance INTEGRATE INTO RISK: incorporate sustainability considerations into the organization’s risk process To what extent do you integrate sustainability into your risk assessment process? Select the most applicable option: 0: We do not yet integrate sustainability into our risk assessment process and/or our organization does not have a risk assessment process. 1: We know sustainability should be considered as part of our risk assessment process and are considering how we might integrate it into our risk assessment process. 2: We have started to assess sustainability related risks as part our risk assessment process, but they are largely limited to compliance based risks and generally only activated retroactively in the case of compliance failures. This work is mainly undertaken by a few key people in the organization. 3: We are beginning to integrate sustainability into our core risk assessment process. We’re rolling this out to the business units and some have developed an appreciation for the need to proactively factor sustainability into their internal risk assessment processes. 4: We have a well-developed system for integrating sustainability into our risk assessment process. We have sustainability expertise within our risk management group and we have an expanded risk matrix that factors in potential future risks due to changing societal expectations or shifting natural capital stocks. We take a long-term view in assessing sustainability risk. The business units have an appreciation for the need to proactively factor sustainability into their internal risk assessment processes and see the value in doing so. Questionnaire with 62 questions
  • 14. Share best practices amongst members
  • 15. Additional validation work with South African firms
  • 16. Understand the sequencing of the practices
  • 19. Formal Practices to Deliver on Commitments
  • 20. Informal Practices to Deliver on Commitments
  • 22. Develop a maturity model Pathway Practice Not Embedded Tactical Beginning to Embed Embedding Well Embedded Transformational Envision Prioritize Sustainability Goals Strategy Ask employees Listen Review Root Causes Update Lifecycles Explore Pilot Internal knowledge Improve Operations Improve products & services Scan Benchmark Standards Feedback Expertise External Knowledge Frame Ask Leaders Prime Cultivate Champions Trigger Explain Look beyond Brand Share stories Mission-Vision-Values Self-regulate Commit Model Inform Follow-up Recognize Employee Wellbeing Communities Resolve Inconsistencies Link Leverage Interest Tackle Issues Recruit Onboard Train Sustainability roles Allocate to senior leaders Personal Goals Compensate Promote Business planning Risk Business Processes and Systems Policies Procedures Measure Information systems Analytics Report Verify Plan Improve Innovate Connect Outwards Engage Leaders Build Readiness Shape Identity Signal Demonstrate Develop Assign Integrate Assess Progress
  • 23. Current work: Assessing progress Engage in systematic efforts to assess the efficacy of particular practices. … this requires pre and post measures
  • 24. Developing guidebooks Embedding Sustainability • through storytelling for sustainability • by leveraging interest and cultivating champions • into the employee lifecycle • through context-based strategy making … and more
  • 25. Embedding Sustainability in the Employee Lifecycle Attract, Recruit, and Hire • Sustainability Values Onboard • Socialize for Sustainability Develop • Thinking Manage Systemically •Goal Setting • Compensation • Promotion Engage Retirees • Community Volunteerism Foster Employee Wellbeing • Diversity • Income Equality •Employee Benefits
  • 26. …think about your own company
  • 27. Mission, Vision, Values To what extent do you make explicit statements about sustainability in communicating your organization’s mission, vision, values, and/or core purpose?
  • 28. Brand To what extent to you employ a brand to distinguish or highlight your sustainability programs and/or to differentiate and communicate your sustainability vision to employees and others?
  • 29. Attracting, Recruiting and Hiring for Sustainability Values To what extent do you include sustainability as an element of the recruitment process by promoting your organization’s sustainability commitments and/or by assessing a candidate’s sustainability values and/or competencies (such as interdisciplinary thinking or an understanding of lifecycles and systems)? To what extent are your HR team able to screen candidates for ‘fit’ on sustainability?
  • 30. Onboarding To what extent do you incorporate sustainability training and socialization into a new employee’s onboarding process?
  • 31. Develop To what extent are an understanding of sustainability and sustainability related competencies like systems thinking part of employee development?
  • 32. Listen To what extent does your organization have a culture of listening to employee ideas about sustainability? Do you help emerging leaders to improve their listening skills?
  • 33. Sustainability Roles To what extent have you established roles within the organization to capture sustainability responsibilities?
  • 34. Allocate to Senior Leaders To what extent do you allocate the responsibility for delivering on the sustainability agenda to senior leaders?
  • 35. Personal Goals To what extent do you translate organizational sustainability goals and targets into employee responsibilities and expectations?
  • 36. Compensate To what extent do you link employee compensation to the achievement of set sustainability objectives?
  • 37. Promote To what extent do you move people with sustainability values and skills into higher positions in the organization through incorporating sustainability criteria into decisions about advancement?
  • 38. Employee Wellbeing To what extent does the organization signal its commitment to employee wellbeing?
  • 39. Link To what extent do you encourage employees to bring their personal sustainability behaviors to work or connect organizational sustainability activities to their personal lives?
  • 40. Leverage Interest To what extent do you encourage and support grassroots efforts and/or engage interested employees to identify and reconcile inconsistencies and help spread environmentally and socially responsible behaviours?
  • 41. Invest in Communities To what extent does your organization contribute resources to the communities within which you operate and encourage and enable employees to do the same?
  • 42. What next? -Reflect on where your organization could make quick gains and where more investment will be required -Plan for the investments needed to shift the culture across the organization -Consider engaging in a more systematic inventory of your efforts
  • 43. Watch this space …. www.embeddingproject.org Or contact me at: stephanie_bertels@sfu.ca
  • 44. Q & A 44 © 2014 CA. ALL RIGHTS RESERVED. 44
  • 45. Thank you! 45 © 2014 CA. ALL RIGHTS RESERVED. 45

Editor's Notes

  1. Wed Sept 24 1:30-4:30