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Diversity, Inclusion & Innovation –
Strategic Leadership Assessment tool




                                 @Copyright KACarterGroup
                                   All Rights Reserved
DIVERSITY, INCLUSION & INNOVATION (DII)
                                  STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL

Name (optional)                                                     Date

Diversity & Inclusion (D&I) is the awareness and ability to acknowledge, value and leverage individual commonalities and differences to
achieve personal, team and organizational objectives. This tool assists individuals in leveraging D&I for business innovation and impact.


 STEP 1: QUESTIONNAIRE
Completion of questions and scoring may take approximately twenty minutes. The more honest your answers, the more you will be able
to identify your strengths and developmental opportunities.

For each of the statements ask “How often is this statement true for me?” and circle the appropriate number.

                                                                                                                                        A
                                                                                                               A                        l
                                                                                                               l                        m
                                                                                                               m                        o
                                                                                                               o           S            s
                                                                                                               s           o            t
                                                                                                               t           m      U
                                                                                                                     S     e      s     a
                                                                                                               n     e     t      u     l
                                                                                                               e     l     i      a     w
                                                                                                               v     d     m      l     a
                                                                                                               e     o     e      l     y
                                                                                                               r     m     s      y     s

 1.       I actively and critically examine the factors influencing my values, beliefs, preferences and        1     2     3     4     5
          behaviors when engaging with others.

 2.       I know how to align D&I to business or team objectives so that D&I is an important component         1     2     3     4     5
          of my performance review.

 3.       I seek out different perspectives before I make and/or contribute to people decisions (e.g.          1     2     3     4     5
          recruitment, reward, assessment, coaching, assignment, development etc.).

 4.       I actively encourage discussion and evaluation of work-life balance, particularly through the use    1     2     3     4     5
          of Internet technologies, for the purpose of meeting individual and team objectives,

 5.       I ask colleagues for feedback on the impact of what I say and do through informal conversations      1     2     3     4     5
          and/or formal feedback tools.

 6.       I can confidently report on employee demographic data (current and future trends) and utilize        1     2     3     4     5
          this data to inform my talent recruitment, selection, development and advancement decisions.

 7.       I actively and personally utilize Internet technologies to build relationships and affinity with     1     2     3     4     5
          people that could aid talent recruitment, selection, development and advancement.

 8.       I know how to utilize Internet technologies to leverage D&I to foster business practice, process     1     2     3     4     5
          and product innovation.

 9.       I appreciate that behaviors and words can take on different meanings in different cultures and       1     2     3     4     5
          adapt my actions appropriately to foster collaboration.

 10.      I say what I am thinking and feeling, with consideration of others and cultural differences, and     1     2     3     4     5
          match my actions with my words and values.

 11.      I actively ensure the outcomes of my people decisions, and/or those that I contribute, are fair      1     2     3     4     5
          and consistent such as deliberately reviewing people decisions that take place over time.

 12.      In some manner, I regularly inquire of my colleagues, team members and direct reports “what          1     2     3     4     5


               © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission                  1
DIVERSITY, INCLUSION & INNOVATION (DII)
                              STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL

      don’t I know about you that could aid our collective success?”

                                                                                                                             A
                                                                                                             A               l
                                                                                                             l               m
                                                                                                             m               o
                                                                                                             o       S       s
                                                                                                             s       o       t
                                                                                                             t       m   U
                                                                                                                 S   e   s   a
                                                                                                             n   e   t   u   l
                                                                                                             e   l   i   a   w
                                                                                                             v   d   m   l   a
                                                                                                             e   o   e   l   y
                                                                                                             r   m   s   y   s

13.   I give constructive and appropriate feedback to all the people I manage, coach, support, or            1   2   3   4   5
      collaborate.

14.   When developing and/or implementing my plans, I consider the needs of, impact on and                   1   2   3   4   5
      mutually advantageous opportunities related to diverse communities, clients, customers,
      consumers and business partners.

15.   In interactions, I focus on the speaker, listen closely without interrupting, observe verbal and       1   2   3   4   5
      non-verbal cues and check for understanding.

16.   I say or do something, in an appropriate way, to disapprove when others stereotype,                    1   2   3   4   5
      discriminate against or treat people poorly on the basis of their individual characteristics (e.g.
      race, ethnicity, culture, religion, sexual orientation, job level/seniority, contractual arrangement
      etc.).

17.   I can manage the tensions and emotions that often arise when talking about D&I.                        1   2   3   4   5

18.   I mentor, coach and encourage others I perceive as different than me in terms of age, gender,          1   2   3   4   5
      race, religion or other differences.

19.   I understand how my strengths can prevent others from utilizing their strengths in pursuit of          1   2   3   4   5
      organizational goals.

20.   I am conscious of the impact that I can have on people and situations and use that power in            1   2   3   4   5
      visible and subtle ways to include people and discourage exclusion.

21.   I champion the benefits of a diverse and inclusive organization with colleagues inside and             1   2   3   4   5
      outside the organization.

22.   Respecting privacy, I engage in non-work related conversations with my team members, both              1   2   3   4   5
      in-person and through Internet technologies, to get to know each of them as individuals.

23.   I regularly investigate and incorporate my knowledge of other disciplines such as process              1   2   3   4   5
      improvement, financial management and technology into D&I efforts to foster innovation and
      business impact.

24.   I work to create a safe and inclusion environment in which everyone feels valued and                   1   2   3   4   5
      empowered to share their skills, expertise and interests in pursuit of organizational goals.




           © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission            2
DIVERSITY, INCLUSION & INNOVATION (DII)
                                    STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL




 Self-Scoring

 The questions in this self-assessment are classified into the following four dimensions of Diversity & Inclusion Leadership.

 Please transcribe your responses (1, 2, 3, 4 or 5) in the space provided below for each question.



 SELF-AWARENESS

    1.                  5.                  10.                    12.               15.                 20.

 The total of these 6 scores is ______ / 6 = _______




 STRATEGIC CONTEXT

   2.                  8.                   14.                 17.                 21.                  24.

 The total of these 6 scores is ______ / 6 = _______



 INCLUSIVE WORK ENVIRONMENT

    4.                 9.                   16.              19.                    22.                  23.

 The total of these 6 scores is ______ / 6 = _______




 TALENT MANAGEMENT

   3.                  6.                   7.                  11.                 13.                  18.

 The total of these 6 scores is ______ / 6 = _______




 Now transcribe the overall score you determined for each dimension into the spaces provided on the next page.




                 © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission         3
DIVERSITY, INCLUSION & INNOVATION (DII)
                                     STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL

       STEP 2: DIMENSIONS REVIEW - Take a couple of minutes to review each dimension’s definition and behaviors

    _______SELF-AWARENESS - how you are continually increasing your self-awareness and managing your impact on others and
    situations

         Be aware of how your values, beliefs and preferences shape your view of others

         Recognize and seek feedback on your impact on others

         In new situations and cultural contexts, pay attention to verbal and non-verbal cues and adapt your behavior and communication
          style to be effective

         Use your personal and positional power to support diversity and inclusion

         Be authentic


    _______STRATEGIC CONTEXT - How frequently you: discuss the benefits of D&I; take D&I into account when making business
    decisions; and demonstrate D&I leadership behavior in external interactions (e.g. with suppliers, partners, communities)

         Understand why D&I is important to your organization and the priority of the neighborhoods and communities in which you work

         Use D&I to help you accomplish your organizational objectives

         Enhance your organization’s reputation by demonstrating D&I leadership in all external relationships

         Speak clearly and powerfully to your colleagues about the benefits to D&I

         Actively incorporate knowledge in other disciplines and technology in a practical way to achieve D&I objectives


    _______INCLUSIVE WORK ENVIRONMENT - how actively you create an environment in which all team members feel valued and
    draw on the rich diversity that exists among your colleagues, particularly using Internet technologies to foster the necessary
    collaboration for business practice, process and product innovation.

         Reinforce inclusive behavior and intervene to stop subtle and explicit exclusionary behavior

         Listen to others carefully to understand their meaning, reasoning and intent

         Use language and technology that is accessible and makes your values, priorities and needs explicit

         Solicit and learn from diverse perspectives and ways of doing things while staying performance driven

         Support individuals to achieve their own work-life balance in order to accelerate collaboration and improved performance


    _______TALENT MANAGEMENT - how effectively you make people decisions based on merit and identify/develop diverse talent
    taking key demographic data into account and leveraging Internet technologies to foster affinity and build relationships.

         Deliver transparent and fair (based on merit) processes and watch for unintentional biases and outcomes

         Consider current and changing people demographics when making plans for recruitment

         Recognize and value diverse styles of working, learning and leading

         Support and motivate all individuals and ask them what they need to develop, and succeed

         Give honest feedback on performance to all your direct reports in a respectful way

                   © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission            4
DIVERSITY, INCLUSION & INNOVATION (DII)
                                  STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL

STEP 3: ACTION PLANNING
You may choose to focus your development on one or multiple lower scoring dimensions (your development opportunities). If you have a
4 or higher on each dimension, you may choose to instead focus on one or multiple higher scoring dimensions (your opportunities to build
on your strengths).

     For each chosen dimension, reference its behaviors (see Step 2: Dimensions Review) and your lower scoring responses to
      questions associated with that dimension (as indicated in Self-Scoring)
     Take a couple of minutes to reflect on and then write down actions you could take to enhance your competence on that Diversity &
      Inclusion Leadership dimension. In many cases, it may just be to do more of the behavior that is being probed by the question.


 Dimension:

   Question no.       ACTIONS

                      



                      



                      



                      




 Dimension:


   Question no.       ACTIONS

                      



                      



                      



                      




               © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission                  5

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Updated Diversity, Inclusion & Innovation - Strategic Leadership Assessment tool

  • 1. Diversity, Inclusion & Innovation – Strategic Leadership Assessment tool @Copyright KACarterGroup All Rights Reserved
  • 2. DIVERSITY, INCLUSION & INNOVATION (DII) STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL Name (optional) Date Diversity & Inclusion (D&I) is the awareness and ability to acknowledge, value and leverage individual commonalities and differences to achieve personal, team and organizational objectives. This tool assists individuals in leveraging D&I for business innovation and impact.  STEP 1: QUESTIONNAIRE Completion of questions and scoring may take approximately twenty minutes. The more honest your answers, the more you will be able to identify your strengths and developmental opportunities. For each of the statements ask “How often is this statement true for me?” and circle the appropriate number. A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 1. I actively and critically examine the factors influencing my values, beliefs, preferences and 1 2 3 4 5 behaviors when engaging with others. 2. I know how to align D&I to business or team objectives so that D&I is an important component 1 2 3 4 5 of my performance review. 3. I seek out different perspectives before I make and/or contribute to people decisions (e.g. 1 2 3 4 5 recruitment, reward, assessment, coaching, assignment, development etc.). 4. I actively encourage discussion and evaluation of work-life balance, particularly through the use 1 2 3 4 5 of Internet technologies, for the purpose of meeting individual and team objectives, 5. I ask colleagues for feedback on the impact of what I say and do through informal conversations 1 2 3 4 5 and/or formal feedback tools. 6. I can confidently report on employee demographic data (current and future trends) and utilize 1 2 3 4 5 this data to inform my talent recruitment, selection, development and advancement decisions. 7. I actively and personally utilize Internet technologies to build relationships and affinity with 1 2 3 4 5 people that could aid talent recruitment, selection, development and advancement. 8. I know how to utilize Internet technologies to leverage D&I to foster business practice, process 1 2 3 4 5 and product innovation. 9. I appreciate that behaviors and words can take on different meanings in different cultures and 1 2 3 4 5 adapt my actions appropriately to foster collaboration. 10. I say what I am thinking and feeling, with consideration of others and cultural differences, and 1 2 3 4 5 match my actions with my words and values. 11. I actively ensure the outcomes of my people decisions, and/or those that I contribute, are fair 1 2 3 4 5 and consistent such as deliberately reviewing people decisions that take place over time. 12. In some manner, I regularly inquire of my colleagues, team members and direct reports “what 1 2 3 4 5 © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission 1
  • 3. DIVERSITY, INCLUSION & INNOVATION (DII) STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL don’t I know about you that could aid our collective success?” A A l l m m o o S s s o t t m U S e s a n e t u l e l i a w v d m l a e o e l y r m s y s 13. I give constructive and appropriate feedback to all the people I manage, coach, support, or 1 2 3 4 5 collaborate. 14. When developing and/or implementing my plans, I consider the needs of, impact on and 1 2 3 4 5 mutually advantageous opportunities related to diverse communities, clients, customers, consumers and business partners. 15. In interactions, I focus on the speaker, listen closely without interrupting, observe verbal and 1 2 3 4 5 non-verbal cues and check for understanding. 16. I say or do something, in an appropriate way, to disapprove when others stereotype, 1 2 3 4 5 discriminate against or treat people poorly on the basis of their individual characteristics (e.g. race, ethnicity, culture, religion, sexual orientation, job level/seniority, contractual arrangement etc.). 17. I can manage the tensions and emotions that often arise when talking about D&I. 1 2 3 4 5 18. I mentor, coach and encourage others I perceive as different than me in terms of age, gender, 1 2 3 4 5 race, religion or other differences. 19. I understand how my strengths can prevent others from utilizing their strengths in pursuit of 1 2 3 4 5 organizational goals. 20. I am conscious of the impact that I can have on people and situations and use that power in 1 2 3 4 5 visible and subtle ways to include people and discourage exclusion. 21. I champion the benefits of a diverse and inclusive organization with colleagues inside and 1 2 3 4 5 outside the organization. 22. Respecting privacy, I engage in non-work related conversations with my team members, both 1 2 3 4 5 in-person and through Internet technologies, to get to know each of them as individuals. 23. I regularly investigate and incorporate my knowledge of other disciplines such as process 1 2 3 4 5 improvement, financial management and technology into D&I efforts to foster innovation and business impact. 24. I work to create a safe and inclusion environment in which everyone feels valued and 1 2 3 4 5 empowered to share their skills, expertise and interests in pursuit of organizational goals. © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission 2
  • 4. DIVERSITY, INCLUSION & INNOVATION (DII) STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL Self-Scoring The questions in this self-assessment are classified into the following four dimensions of Diversity & Inclusion Leadership.  Please transcribe your responses (1, 2, 3, 4 or 5) in the space provided below for each question. SELF-AWARENESS 1. 5. 10. 12. 15. 20. The total of these 6 scores is ______ / 6 = _______ STRATEGIC CONTEXT 2. 8. 14. 17. 21. 24. The total of these 6 scores is ______ / 6 = _______ INCLUSIVE WORK ENVIRONMENT 4. 9. 16. 19. 22. 23. The total of these 6 scores is ______ / 6 = _______ TALENT MANAGEMENT 3. 6. 7. 11. 13. 18. The total of these 6 scores is ______ / 6 = _______  Now transcribe the overall score you determined for each dimension into the spaces provided on the next page. © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission 3
  • 5. DIVERSITY, INCLUSION & INNOVATION (DII) STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL  STEP 2: DIMENSIONS REVIEW - Take a couple of minutes to review each dimension’s definition and behaviors _______SELF-AWARENESS - how you are continually increasing your self-awareness and managing your impact on others and situations  Be aware of how your values, beliefs and preferences shape your view of others  Recognize and seek feedback on your impact on others  In new situations and cultural contexts, pay attention to verbal and non-verbal cues and adapt your behavior and communication style to be effective  Use your personal and positional power to support diversity and inclusion  Be authentic _______STRATEGIC CONTEXT - How frequently you: discuss the benefits of D&I; take D&I into account when making business decisions; and demonstrate D&I leadership behavior in external interactions (e.g. with suppliers, partners, communities)  Understand why D&I is important to your organization and the priority of the neighborhoods and communities in which you work  Use D&I to help you accomplish your organizational objectives  Enhance your organization’s reputation by demonstrating D&I leadership in all external relationships  Speak clearly and powerfully to your colleagues about the benefits to D&I  Actively incorporate knowledge in other disciplines and technology in a practical way to achieve D&I objectives _______INCLUSIVE WORK ENVIRONMENT - how actively you create an environment in which all team members feel valued and draw on the rich diversity that exists among your colleagues, particularly using Internet technologies to foster the necessary collaboration for business practice, process and product innovation.  Reinforce inclusive behavior and intervene to stop subtle and explicit exclusionary behavior  Listen to others carefully to understand their meaning, reasoning and intent  Use language and technology that is accessible and makes your values, priorities and needs explicit  Solicit and learn from diverse perspectives and ways of doing things while staying performance driven  Support individuals to achieve their own work-life balance in order to accelerate collaboration and improved performance _______TALENT MANAGEMENT - how effectively you make people decisions based on merit and identify/develop diverse talent taking key demographic data into account and leveraging Internet technologies to foster affinity and build relationships.  Deliver transparent and fair (based on merit) processes and watch for unintentional biases and outcomes  Consider current and changing people demographics when making plans for recruitment  Recognize and value diverse styles of working, learning and leading  Support and motivate all individuals and ask them what they need to develop, and succeed  Give honest feedback on performance to all your direct reports in a respectful way © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission 4
  • 6. DIVERSITY, INCLUSION & INNOVATION (DII) STRATEGIC LEADERSHIP SELF-ASSESSMENT TOOL STEP 3: ACTION PLANNING You may choose to focus your development on one or multiple lower scoring dimensions (your development opportunities). If you have a 4 or higher on each dimension, you may choose to instead focus on one or multiple higher scoring dimensions (your opportunities to build on your strengths).  For each chosen dimension, reference its behaviors (see Step 2: Dimensions Review) and your lower scoring responses to questions associated with that dimension (as indicated in Self-Scoring)  Take a couple of minutes to reflect on and then write down actions you could take to enhance your competence on that Diversity & Inclusion Leadership dimension. In many cases, it may just be to do more of the behavior that is being probed by the question. Dimension: Question no. ACTIONS     Dimension: Question no. ACTIONS     © 2012 Kevin A. Carter / KACarterGroup / All Rights Reserved / Not to be used without prior permission 5