“Best Practices in DEI Series” Module 4: “Planning a DEI Effort” — Sept 15 Online Workshop

09/15/2022 | 9:00 am - 1:00 pm
Dr. Sandra Ogunremi, Monument Health

This module is the fourth of seven in an ongoing Best Practices in DEI Series.  Each are intended to be stand-alone, or you can participate in the full series.  Dates and topics of other modules listed below.

Over the last couple of years, we’ve all be made aware (or powerfully reminded) of the importance of diversity, equity, and inclusion (DEI) within our organizations and our communities.  The imperative is clear: inclusion and racial equity optimizes organizational performance and societal outcomes — not only for people of color, but for everyone.  But wanting to be more inclusive and actually being more inclusive are usually two very distinct conditions.  The latter takes work: policy and system changes, education and discernment, intentionality and constant effort.

The Performance Excellence Network — in partnership with the Wisconsin Center for Performance Excellence — is pleased to host a special online workshop series: “Best Practices in DEI.”  The series will be seven stand-alone half-day modules and can either be attended “ala carte” or as a complete series.  The content is uniquely aligned with the Baldrige Performance Excellence Framework, exploring many facets of diversity, equity, and inclusion through the lens of this proven Framework (though your organization does not have to be officially using Baldrige to benefit from the value of this series!). The fourth module is Thursday, Sept 15: “Planning a DEI Effort.”  (Other module dates and topics listed below.)

The series will feature seven half-day online workshops — highly interactive discussions that will explore results-based methods and proven effective practices that will help organizations better appreciate diversity; improve inclusion within its workforce, supplier network, and marketplace; and promote greater equity within their organizational systems.  Participants will walk away from each session with a tool, a template, and/or a process – all carefully designed or curated by experienced DEI experts.

Each workshop will be facilitated from a combination of leading experts in DEI:

  • Lisa Tabor, President & Owner, CultureBrokers LLC
  • Sandra Ogunremi, DHA, Spiritual Care Services, Diversity, Equity & Inclusion, Monument Health, Rapid City SD
  • Jessica Shryack, PhD, Organizational Consultant and founder of Clarity Collaborations
  • Catherine Davis, Program Director, Diversity Council
  • Plus other DEI experts to be added throughout the series!

Session 4 is September 15 from 9:00-1:00 CT and will focus on planning a DEI effort.  Specific areas of focus in this workshop include:

  • A process for developing an “Equity Strategic Action Plan (ESAP)” — an operational improvement plan for achieving measurable results that do not differ by race, ethnicity, culture, or other meaningful differences.
  • Senior leaders’ unique role and responsibility in planning a DEI effort — what they should and should not do.
  • Who to involve in your DEI effort, why, when, and how.
  • Three popular intercultural competence assessments and tips for when and how to use them.
  • The four levels of DEI performance maturity and the types of improvement to expect at each level.
  • The key components for a viable ESAP.
  • The position of an ESAP in relation to other organizational efforts.

As part of the workshop, participants will receive CultureBrokers’ Equity Strategic Action Plan Template!

If attending “ala carte,” this workshop is $200 for PEN/WCPE members ($400 for non-members).  Teams of 3-4 members $175/each; teams of 5+ are $150/each. Investment for the full series is $1000 (for members only), prorated to $550 for this and the other three modules of the series.

For those interested in participating in the remaining modules in the full series (and benefiting from a series discount) – the rest of the series topics are here:

  • Session 1 (Jan 20): Leading DEI
  • Session 2 (April 27): Governance role in DEI and learning from Baldrige winners, national role models’ DEI efforts
  • Session 3 (July 19): Unconscious bias: understanding and adjusting our prejudices and becoming better allies
  • Session 4 (Sept 15): Planning a DEI effort; assessing intercultural competencies; integrating DEI into other organizational initiatives
  • Session 5 (Nov 8): Creating more inclusive, equitable work environment, such as recruiting/hiring, managing change, work accomplishment including job structure/design, more inclusive benefits & policies
  • Session 6 (Jan 24, 2023): Creating more inclusive, equitable workforce processes, such as embedding DEI into drivers of workforce engagement, creating a more inclusive organizational culture, integrating DEI into performance management/accountability processes, integrating DEI into training & career development
  • Session 7 (date TBD April/May 2023): Building DEI into customer-facing systems (listening methods, segmentation, relationship management and fair treatment, access/support, and satisfaction determination); building DEI into core operations (design/management of key products and work processes, selecting/managing supply network); and measuring DEI efforts.

We are considering starting the series over again in 2023, so email us if you are interested in being notified of dates!

Most of us — as leaders, professionals, and just people — understand the importance of diversity, equity, and inclusion and realize that we need to make changes to improve our organizations and communities.  But change happens at an individual level, so come prepared to understand, identify, and address the unconscious biases we all have.


Lisa Tabor’s passion for making a DEI difference in the world started years ago. After holding a variety of management positions in the private, public and nonprofit sectors, she saw how many organizations said they embraced diversity, but failed to operationalize their good intentions. With a strong vision to create a better way to achieve tangible DEI results, she ventured out and created CultureBrokers.

Lisa has a variety of DEI certifications, including Intercultural Development Inventory® (IDI) Qualified Administrator, Cultural Intelligence Assessment® (CQ) Qualified Administrator, Diamond Inclusiveness Assessment™ (DIA) Certified Facilitator, FranklinCovey Inspiring Trust Certified Facilitator, Organizational Culture Assessment Instrument (OCAI), Equity Strategic Action Plan (ESAP).  She has been an Evaluator with the Baldrige-based Minnesota Performance Excellence Award for many years.

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