A how-to guidebook for centering equity in your strategic planning process.

The purpose of this downloadable PDF guidebook is to support anyone involved (or simply interested) in strategic planning at their organization to holistically integrate DEI (diversity, equity, and inclusion) principles into their processes. Within this guidebook, we present six characteristics of a DEI-informed Strategic Planning process and provides actionable tips, resources, and critical points of reflection to take forward. Throughout the guidebook, there are activities that can help you get started with building your DEI-informed Strategic Plan.

Table of Contents

• About this Guidebook

• Table of Contents

• Using a Shared Language

• Why DEI-Informed Strategic Planning is Important

• Part 1: The Six Characteristics of DEI-Informed Strategic Planning

  • Six Characteristics Venn Diagram

  • CHARACTERISTIC 1: Co-Created & Representative

  • CHARACTERISTIC 2:  Dynamic & Varied

  • CHARACTERISTIC 3:  Iterative, Communicating Often & Closing the Loop

  • CHARACTERISTIC 4:  Including the Majority & the Margins

  • CHARACTERISTIC 5: Clear & Concise Language

  • CHARACTERISTIC 6: Shared Ownership & Accountability

• Part 2: Building Your DEI-Informed Strategic Plan

  • Strategic Planning Process Timeline

  • About the Process

  • PHASE 1: Kickoff

  • PHASE 2: Current State

  • PHASE 3: Vision & Strategic Priorities

  • PHASE 4: Implementation & Project Planning

  • PHASE 5: Publish & Communicate

  • PHASE 6: Wrap-Up

• Getting Started

• The Big Picture

• Connect with Us