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1
2018 LEBOW BRIDGE & VANGUARD
DIVERSITY & INCLUSION
CASE COMPETITION
B Y T E A M E F F I C I E N T F R O N T I E R
2
CURRENT ISSUES IN THE ORGANIZATION
Current diversity statistics indicates significant misrepresentation
of executives in ethnic and gender diversity.
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Overall Workforce Diversity Executive Ethnic Diversity
Ethnic Misrepresentation
Hispanic African American Asian Caucasian
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Overall Workforce Gender
Diversity
Executive Gender Diversity
Gender Misrepresentation
Female Male
3
CURRENT ISSUES IN THE ORGANIZATION
Low retention rate is hurting the organization financially.
34
36
38
40
42
44
46
Sep-17
O
ct-17
N
ov-17
D
ec-17
Jan-18
Feb-18
M
ar-18
Apr-18
M
ay-18
Jun-18
Jul-18
Aug-18
Sep-18
Retention: Quits Levels And Rates (in %)
4 in 10 employees quit their
job on average in the last year
4
5
Create a new diverse and inclusive environment at Home away from Home.
WHAT WE ARE ASKED TO DO
DIVERSITY
INCLUSION
&
6
Create a new diverse and inclusive environment at Home away from Home.
WHAT WE ARE ASKED TO DO
DIVERSITY INCLUSION
The range of human
differences, including
but not limited to race,
ethnicity, gender, or
any other construct.
Inclusion is involvement
and empowerment,
where the inherent
worth and dignity of all
people are recognized.
When put together, they can create a new
environment with the free flow and
exchange of ideas.
8
Goal Setting Theory
Set specific,
challenging goals
Give feedback
Promote inclusion
Diversity Problem
Solving Approach
INSPIRE A SHARED VISION
9
Affective
Commitment
Normative
Commitment
Continuance
Commitment
OVERALL
ORGANIZATIONAL
COMMITMENT
Want to stay
Need to stay
Ought to stay
Felt in Reference to
One’s:
Company
Top Management
Department
Manager
Work Team
Coworkers
PROMOTE ORGANIZATIONAL COMMITMENT
10
Affective
Commitment
Identify with
organization
Accept
organization’s
goals and values
Emotionally
connected to
organization/
colleagues
More willing to
exert extra effort
on behalf of
organization
PROMOTE ORGANIZATIONAL COMMITMENT
11
12
Es p ous ed Values
Ob s erv ab le A rt ifac t s
B as ic Und erly ing A s s u m p t ions
THREE LAYERS OF ORGANIZATION’S
DIVERSITY EFFORT
13
PROPOSITION:
INCLUSION COUNCIL
Ø A council comprised of ~10 diverse
members of management
Ø Volunteer-based – members who are
committed to D&I
Ø Merck, American Express, and Deloitte
already have councils
13
14
Employees
Company
ORGANIZATIONAL SUPPORTING STRUCTURE
15
Employees
Inclusion
Council
Company
ORGANIZATIONAL SUPPORTING STRUCTURE
Hiring, retaining, and
advancing a diverse
workforce
Holding the
management
accountable in
promoting a diverse
and inclusive
workplace
16
T e a m D y n a m i c s F e e d b a c k
T a l e n t M a n a g e m e n t H i g h - l e v e l O v e r v i e w
ALGORITHMIC DECISION MAKING
17
Team members rate each other
on a list of attributes
Computer generated matrix to
show different perspectives
18
Team members
make a proposal
01 Teams discuss the
proposal
02
IMPLEMENTATION SCENARIO
Team members
give feedback
03 Algorithm evaluates
weighted decision
04
DECISION MAKING PROCESS
DECISION WEIGHTING CRITERIA
Team
Members’
Feedback
Gender &
Ethnic Diversity
Previous
Decision
Record
19
37%
65%
IN PERSON TRAINING ATTENDANCE
• Low attendance rate
• High feedback response
• High satisfaction
WEBINAR TRAINING ATTENDANCE
• High attendance rate
• Low feedback response
• Neutral satisfaction
The past training has been considered ineffective with either low attendance rate or
lackluster satisfaction.
PAST TRAINING RESULTS
20
TRAINING PLAN &
STRUCTURING
ü Utilize a hybrid training structure
ü Offer flexibility to employees
ü Utilize Webinar as an option to
make up one missed training
21
TRAINING PLAN &
STRUCTURING
ü Training necessity will be shown by
actual changes happening to
company structure
ü Market to employees that changes
are a celebration of new ideas
ü End training with regional
celebrations of new path forward for
company
22
DEPLOYMENT STRATEGYPilotStrategy
Phased Approach
Post-deployment
Refinement
Compare with past
training feedback
Phased Approach
• Slowly deploy the training strategy by leaders’ area of expertise
across 10 offices to get feedback for geographical differences
Initial Deployment Support and Refinement
• Segmenting the in-house designed feedback by offices and
tailoring the expectation for the testing by region
• Referencing the feedback from the previous phase to adjust the
expectation for each deployment phase
PHASE 1
PHASE 2
PHASE 3
23
Rebranding to match diversity and inclusion outlook
Implement complete phased training approach
Successfully implement algorithmic decision-making and
inclusion council
CONCLUSION

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Vanguard Diversity & Inclusion Case Competition

  • 1. 1 2018 LEBOW BRIDGE & VANGUARD DIVERSITY & INCLUSION CASE COMPETITION B Y T E A M E F F I C I E N T F R O N T I E R
  • 2. 2 CURRENT ISSUES IN THE ORGANIZATION Current diversity statistics indicates significant misrepresentation of executives in ethnic and gender diversity. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Overall Workforce Diversity Executive Ethnic Diversity Ethnic Misrepresentation Hispanic African American Asian Caucasian 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Overall Workforce Gender Diversity Executive Gender Diversity Gender Misrepresentation Female Male
  • 3. 3 CURRENT ISSUES IN THE ORGANIZATION Low retention rate is hurting the organization financially. 34 36 38 40 42 44 46 Sep-17 O ct-17 N ov-17 D ec-17 Jan-18 Feb-18 M ar-18 Apr-18 M ay-18 Jun-18 Jul-18 Aug-18 Sep-18 Retention: Quits Levels And Rates (in %) 4 in 10 employees quit their job on average in the last year
  • 4. 4
  • 5. 5 Create a new diverse and inclusive environment at Home away from Home. WHAT WE ARE ASKED TO DO DIVERSITY INCLUSION &
  • 6. 6 Create a new diverse and inclusive environment at Home away from Home. WHAT WE ARE ASKED TO DO DIVERSITY INCLUSION The range of human differences, including but not limited to race, ethnicity, gender, or any other construct. Inclusion is involvement and empowerment, where the inherent worth and dignity of all people are recognized. When put together, they can create a new environment with the free flow and exchange of ideas.
  • 7. 8 Goal Setting Theory Set specific, challenging goals Give feedback Promote inclusion Diversity Problem Solving Approach INSPIRE A SHARED VISION
  • 8. 9 Affective Commitment Normative Commitment Continuance Commitment OVERALL ORGANIZATIONAL COMMITMENT Want to stay Need to stay Ought to stay Felt in Reference to One’s: Company Top Management Department Manager Work Team Coworkers PROMOTE ORGANIZATIONAL COMMITMENT
  • 9. 10 Affective Commitment Identify with organization Accept organization’s goals and values Emotionally connected to organization/ colleagues More willing to exert extra effort on behalf of organization PROMOTE ORGANIZATIONAL COMMITMENT
  • 10. 11
  • 11. 12 Es p ous ed Values Ob s erv ab le A rt ifac t s B as ic Und erly ing A s s u m p t ions THREE LAYERS OF ORGANIZATION’S DIVERSITY EFFORT
  • 12. 13 PROPOSITION: INCLUSION COUNCIL Ø A council comprised of ~10 diverse members of management Ø Volunteer-based – members who are committed to D&I Ø Merck, American Express, and Deloitte already have councils 13
  • 14. 15 Employees Inclusion Council Company ORGANIZATIONAL SUPPORTING STRUCTURE Hiring, retaining, and advancing a diverse workforce Holding the management accountable in promoting a diverse and inclusive workplace
  • 15. 16 T e a m D y n a m i c s F e e d b a c k T a l e n t M a n a g e m e n t H i g h - l e v e l O v e r v i e w ALGORITHMIC DECISION MAKING
  • 16. 17 Team members rate each other on a list of attributes Computer generated matrix to show different perspectives
  • 17. 18 Team members make a proposal 01 Teams discuss the proposal 02 IMPLEMENTATION SCENARIO Team members give feedback 03 Algorithm evaluates weighted decision 04 DECISION MAKING PROCESS DECISION WEIGHTING CRITERIA Team Members’ Feedback Gender & Ethnic Diversity Previous Decision Record
  • 18. 19 37% 65% IN PERSON TRAINING ATTENDANCE • Low attendance rate • High feedback response • High satisfaction WEBINAR TRAINING ATTENDANCE • High attendance rate • Low feedback response • Neutral satisfaction The past training has been considered ineffective with either low attendance rate or lackluster satisfaction. PAST TRAINING RESULTS
  • 19. 20 TRAINING PLAN & STRUCTURING ü Utilize a hybrid training structure ü Offer flexibility to employees ü Utilize Webinar as an option to make up one missed training
  • 20. 21 TRAINING PLAN & STRUCTURING ü Training necessity will be shown by actual changes happening to company structure ü Market to employees that changes are a celebration of new ideas ü End training with regional celebrations of new path forward for company
  • 21. 22 DEPLOYMENT STRATEGYPilotStrategy Phased Approach Post-deployment Refinement Compare with past training feedback Phased Approach • Slowly deploy the training strategy by leaders’ area of expertise across 10 offices to get feedback for geographical differences Initial Deployment Support and Refinement • Segmenting the in-house designed feedback by offices and tailoring the expectation for the testing by region • Referencing the feedback from the previous phase to adjust the expectation for each deployment phase PHASE 1 PHASE 2 PHASE 3
  • 22. 23 Rebranding to match diversity and inclusion outlook Implement complete phased training approach Successfully implement algorithmic decision-making and inclusion council CONCLUSION