Building ERG Leadership Competence Advocate for a Culture ... · Farzana Nayani Director of Client...

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Building ERG Leadership Competence to Advocate for a Culture of Diversity Farzana Nayani Danelle Jarvis October 6, 2016 Erin Thomas Diversity Manager Grant Thornton, LLP Danelle Jarvis VP, Chief of Staff - Actuarial Zurich Insurance Farzana Nayani Director of Client Engagement Language & Culture Worldwide (LCW)

Transcript of Building ERG Leadership Competence Advocate for a Culture ... · Farzana Nayani Director of Client...

  • BuildingERGLeadershipCompetencetoAdvocateforaCultureofDiversity

    FarzanaNayaniDirectorofClientEngagementLanguage&CultureWorldwide(LCW)

    DanelleJarvisVP,ChiefofStaff-ActuarialZurichInsuranceErinThomasDiversityManagerGrantThornton,LLP

    October6,2016

    ErinThomasDiversityManagerGrantThornton,LLP

    DanelleJarvisVP,ChiefofStaff-ActuarialZurichInsurance

    FarzanaNayaniDirectorofClientEngagementLanguage&CultureWorldwide(LCW)

  • Agenda(75minsession) •  Welcome&IntroducRons

    •  TopicOverview§ “BuildingERGLeadershipCompetencetoAdvocateforaCultureofDiversity”•  PresentaRons•  AudienceQ&A•  SmallGroupDiscussion•  LargeGroupDebrief•  Summary&ClosingRemarks

  • Welcome!

    Moderator:FarzanaNayaniDirectorofClientEngagementLCW

    Language&CultureWorldwide,LLCGlobaltraining,consulRng,translaRonfirm

    Contact:[email protected]

  • Welcome!Panelist:DanelleJarvisVP,ChiefofStaff-ActuarialZurichInsurance

    Panelist:ErinThomasDiversityManagerGrantThornton,LLP

    Moderator:FarzanaNayaniDirectorofClientEngagementLCW

  • TopicOverview:“BUILDINGERGLEADERSHIPCOMPETENCETOADVOCATEFORACULTUREOFDIVERSITY”

  • CaseStudy:NAAAPwww.naaap.org

    ~30chaptersacrosstheUnitedStates&CanadaLocalandregionalevents,needfornaRon-widegathering•  ERGSummit•  ERGLeadershipSymposiumSharingofbestpracRces,opportuniResforcollaboraRon,nextsteps

  • ResearchbyLEAP–LeadershipEducaRonforAsianPacifics,Inc.www.leap.org

  • LCW–GlobalERGsStudywww.languageandculture.com

    •  Women-focusedERGsinmulRpleregionsaroundtheworld•  NumerouscorporaRonsERGs:generaRonaldifferences,LGBT

    individuals,communityserviceandvolunteerism,accessandability

  • McKinsey2016Report:“WomenintheWorkplace”

  • meantoyou?2)Goalsfortoday’ssession?

    “BUILDINGERGLEADERSHIPCOMPETENCETOADVOCATEFORA

    CULTUREOFDIVERSITY”

    Briefdiscussion:1)Whatdoes:

  • BUILDERGLEADERSHIPCOMPETENCETOADVOCATEFORACULTUREOFDIVERSITY

    ZurichNorthAmericaWomen’sInnovaRonNetworkDanelleJarvis,VicePresident&ChiefofStaff

  • DanelleJarvis§ VicePresident&ChiefofStaffatZurichNorthAmerica

    § Co-FounderofWomen’sInnovaRonNetwork(WIN)DiversityandInclusionAdvocateProgram

    § LedtheAdvocatesfrom2014-2016,whilealsoservingasWIN’sHeadofOperaRons

    § HeadofWIN,effecRve1/1/17

  • Sessionoverview§  HowtobuildaDiversityandInclusionAdvocateProgram§  LeveraginginfluencerstoadvanceERGs§  DevelopingmetricstomeasureERGsuccess

  • Theimportanceofstrategicpriori[es&objec[vese]ng

    StrategicPriority§  In2014,oneofZurichWIN’sstrategicprioriReswastoembedamorediverseandinclusivecultureintotheorganizaRon

    Objec[ves§ WINestablishedthreegoalsalignedtothispriority:1.  Increasemaleengagementto

    advancegenderequality2.  Improvefieldofficeengagement

    across44offices3.  Buildadiverseprogramof

    events

  • TheWIND&IAdvocateProgram§ MissionStatement:Ø FocusedondrivingD&IcultureintotheorganizaRonbyfosteringdialoguetobuildculturalagilityandincreaseorganizaRonalcapabilityaroundgenderdifferences,acRngasrolemodelsandsupporRngthedevelopment,advancementandretenRonofwomen

    §  PopulaRon:Ø 18Advocates•  InfluenRal,mid/upperlevelmanagement

    •  11Men,7Women

    Ø RepresenRng9OfficesacrossNorthAmerica

    Ø From11BusinessUnits

  • LeveragingtheAdvocatestoadvanceWIN§  Createdamentorshipprogramforwomen

    Ø 60SeniorLevelLeadersdedicatedtowomen’sprofessionaldevelopment•  Engagedmeninthedialogue

    Ø Maleadvocateseducatedandengagedothermentodevelopandadvancewomen

    •  Hostedworkshops,interacRvepaneldiscussionsandofferedcoachingtomorethan300womenfocusedonindividualdevelopmentplans(IDPs)andhowtoleverageIDPstoachievecareergoals

  • Measuringresults

    2014Objec[ves1.  Increasemaleengagementto

    advancegenderequality2.  Improvefieldofficeengagement

    across44offices3.  Buildadiverseprogramofevents

    2014-2016Results1.  Maleadvocacymorethandoubled2.  FieldOfficeengagementincreased

    by5points3.  TheAdvocateProgramhosted25

    events,withmorethan1,500parRcipants

  • BUILDERGLEADERSHIPCOMPETENCETOADVOCATEFORACULTUREOFDIVERSITY

    ZurichNorthAmericaWomen’sInnovaRonNetworkDanelleJarvis,VicePresident&ChiefofStaff

  • Dr.ErinThomasDiversityManagerGrantThornton,LLP

    Presenter:

  • BuildERGLeadershipCompetencetoAdvocateforaCultureofDiversity

    ErinL.Thomas,PhDDiversityManagerGrantThorntonLLP

  • Sessionobjec[ves

    Youwilllearnhowto:1)  LeveragedatatoevaluateandbuildERGleadershipcapabiliRes2)  FostercommunityamongERGleadershiptobuildacultureofdiversity

    advocacy

  • GrantThornton'sBusinessResourceGroups(BRGs)arepropellingourdiversityandinclusionevolu[on.

    WomenatGrantThorntonBRGfounded

    Na[onalOfficeofDiversity&Inclusion

    formalized

    7addi[onalBRGslaunched

    Firmpublishesofficialstatementondiversity&

    inclusion

    FirstannualBRGLeadershipForumheldat

    headquarters

    10consecu[veyearsasaWorkingMotherBest

    Company

    Ranked#3accoun[ngfirmfordiversitybyVault

    2004 2012 2014 2016

  • BRGsareessen[alvehiclesfordrivingGrantThornton'sdiversityculture.

    GrantThornton'sStrategyDiversity&InclusionstrategydrivesourPeopleFirstStrategy.

    TheOfficeofDiversity&InclusionPosiRonstheBRGsasvehiclesforenablingtheDiversity&Inclusionstrategy.

    Na[onalBRGsLeverageinternalandexternalstakeholderstoachievemeasurable,soluRon-drivengoalsthatarealignedwiththeD&Istrategyandthefirm'sstrategic

    drivers.

    LocalBRGChaptersLocalleadershipisproacRveandaccountableforimplemenRngnaRonalBRG

    strategyandacRvaRngthemembership.

  • GrantThornton'sOfficeofDiversity&InclusionleveragesdatatogrowBRGleadershipcapabili[es.

    NicoleBlythePeopleExperienceLeader

    ErinL.Thomas,PhDDiversity&InclusionManager

    JonathanPhilipp,MPPSr.Assoc,Diversity&Inclusion

  • InAugust2016,welaunchedourFY16BRGEngagementSurvey…§  InauguralnaRonwideassessmentofBRGengagement

    §  40itemscategorizedintofivescoringclusters:1)  Impact2)  Strategy3)  Leadership&Structure4)  OperaRons5)  LocalOfficeAcRvity

    §  Responsescalesrangedfrom1=StronglyDisagreeto5=StronglyAgree.

    §  Goalisaverageof>=4.00.

    §  408respondents(50%responserate)RepresentaRonfrom:§  All(12)marketterritories§  All(3)servicelines§  Alljoblevels§  All(8)BRGs

    *WeincenRvizedparRcipaRonwitharaffleprizeforGrantThorntonswag.

  • …andcuratedsurveydatatoinfluenceBRGleaderbehaviors.

    SampleItems§  Overthepast12months:

    ü  involvementinthisBRGhashelpedmeachievemyprofessionaldevelopmentgoals.

    ü  involvementinthisBRGhasprovidedmeampleopportunitytodevelopmyleadershipcapabiliRes.

    ü  thisBRGhasenabledmetocontributeasmuchasI'vewanted.

    §  Withoutlookingitup,doyouknowthenameofatleastonepersononthenaRonalleadershipteamforthisBRG?

    §  IfeelcomfortablereachingouttothisBRG'snaRonalleadershipteam.

    GeneralFindings§  BRGmembersfeltunderuRlizedandunsureoftheirimpact.Ø  refinedBRGstrategies

    §  BRGmembersandlocalleadersfeltdisconnectedfromBRGExecuRveSponsors.Ø  consistentcommunicaRonandleadershipstory-telling

    §  EachBRGhadspecificopportuniRestoincreaseengagement.Ø  tailoredrecommendaRonsforeachBRGExecuRve

    Sponsorcohort

  • TheFY16BRGEngagementSurveyhadquan[fiableimpactwithinfourweeksofsurveyclose.

    §  88%upRckinBRGall-handscalls

    §  IncreasedBRGleaderownershipandautonomy

    §  IncreasedBRGleadercollaboraRon

  • InSeptember2016,weconvenedBRGExecu[veSponsorsfortheFY17BRGLeadershipForum.

    ForumObjec[ves

    1)  BuildBRGleadercapabiliReswithall-handstouchpoint

    2)  FocusBRGeffortsvialinkagetoD&Istrategy

    3)  CatalyzeBRGeffortsbycrystallizingBRGstrategies

    ForumAgendaPre-Work:Brandingvideo;Short,selectreading;SphereofConcernvs.Influenceindividualexercise,BRGLeadershipstyleself-assessmentDay1:§  Openingremarks§  CultureconversaRon§  FY2020Diversity&Inclusionstrategy&metricsplan§  FY17Diversity&Inclusionpurplechips§  FY2020BRGstrategy§  PanelDiscussion:BRGExecuRveSponsorrolesand

    responsibiliRes§  Cross-BRGroundtablesanddebriefsDay2:§  BRGmicrostrategyworkingsession§  CalltoacRon

  • Theforumyieldedquan[fiableimpactonBRGleaders'D&Icompetenceandconfidence…Forumoutcomes:§  Data-drivenmicrostrategiesfrom6of8BRGs§  RefinedleadershiprolesandresponsibiliRes§  AcRonplantoleveragenewperformancesystemtorecognizeBRGefforts

    §  DevisedbestpracRcesformobilizinglocalofficeacRvity§  ExploredSharedleadershipaccountability

    WhatisyourBRGleadershipstyle?

  • …andpunctuatedthevalueweplaceonBRGleaders'impactonthebusiness.

    §  BRGcontribuRonsareformallyrecognizedandrewardedinournewperformanceappraisalsystem.

    §  FirmleadershiphascommiwedtohighvisibilityofandconnecRvitytoBRGleadership.

    §  BRGleadersareincreasinglysoughtasstrategicdriversofclientrelaRonships.

  • ReflecRon/SmallGroupDiscussion:1) WhatareyourbiggestchallengesinBuildingERGLeadershipCompetence?

    2) Whataresomewaysonecanadvocateforacultureofdiversity?Whatstakeholderswouldbeinvolved?

    3) Whataresomenextstepsforyou,asyoureturntoyourorganizaRon?

  • THANKYOU!