Best Practice JEDI Climate Assessment Administration

Inclusive Excellence, Human Resources and Public Health best practice recommend climate/needs assessments be conducted by third party consultants (The Institute for Diversity Certification, 2018). This process ensures ethical research practices including confidentiality of the participants proven to result in more authentic responses thereby providing an accurate picture of the company’s climate, staff morale and more specifically feelings of belonging and inclusion among personnel. Third party implementation from evaluation experts will ensure that the instrument has been vetted for fidelity, validity and reliability and protects company employees from labor and cultural taxation (ie: internally developing the instrument, administering the survey, interpreting data and providing recommendations). This process also protects the company and research team from concerns of conflicts of interest. Best practice recommends that a DEI climate survey be conducted every 2-3 years assuming the company does not yield a high turnover rate, in which case a climate survey should be implemented annually until the turnover rate stabilizes. All employees employed with the company for at least 3 months should be granted access for confidential feedback. An evidenced based survey will provide leadership with a true baseline for climate trend data and establishes a strong commitment to monitoring and improving their operation.