Organizational Connectivity

In This Section

Guide to Sustaining Organizational Change

Section 1.2: Training and Development

Guide to Sustaining Organizational Change

Section 2.3: Tracking and Measuring Progress

Talent Processes

Section 4.0: Pit Stop #4: Training and Development

Guide to Sustaining Organizational Change

1.2 Training and Development

An important consideration to sustain organizational change is continued education for those who are decision-makers as it takes time to put learned actions and behaviours into practice. Below are two types of training that board members and leaders can participate in to foster an environment focused on respecting the differences of others.

1. Board-Specific Training:

a)  Training to help new board members grow and get support they need to succeed

  • Recruiting diverse board members is not about “checking a box”; it is about supporting the transition of women and/or non-binary individuals, Racialized, Black, and/or People of Colour, 2SLGBTQ+ and/or gender and sexually diverse individuals, People with disabilities, and “Aboriginal” and/or Indigenous Peoples into board positions
  • Finding ways to educate people to be a good board member and support their fellow new board members to be successful is critical to the success of the board

 

b)  Training to align on expectations, behaviours and goals of existing and new board members

2. Formalized EDI Training:

Board members should partake in the following formal EDI training:

  • Inclusive leadership training: Training on how to become an inclusive leader
  • Unconscious bias training: Training on how to become aware of unconscious bias and how to recognize your own biases

Here are two learning modules you can take:

2.3 Tracking and Measuring Progress

To know whether and how we are achieving the goals of the 50 – 30 Challenge and building belonging in our organizations, we need to measure and track our progress. Without that understanding, there is no clear way of knowing how we are working towards our vision and strategy.

1. Use data to assess gaps and report on a regular basis (at least on a semi-annual basis)

  • Identify data that you need to gather (e.g. organizational level, retention, engagement, turnover, self-identification, etc.)
  • Gather data required to conduct gap analysis
  • Analyze representation at the leadership and board levels – it is important for employees to feel seen and represented in their leadership (both in values and in intersectional identities)
  • Go to Section 2.3a in this tool, the Guide to Sustaining Organizational Change, to learn more about collection and management of self-identification data

2. Build ownership and assign accountability

  • Who (or which team) is the owner of different initiatives? What activities are being done to work towards that long-term goal?
  • How is performance tied to equity and inclusion?
  • Build ownership for leaders and board members to move this strategy and vision forward by tying leader and board roles and responsibilities to specific parts of this strategy and tracking progress in moving these goals forward through their performance evaluations

3.  Tie the data you are collecting to strategic initiatives to track progress

2.3.a: Guidance on Self-Identification Data

As part of measuring and tracking progress, organizations can collect self-identification data. It is important to make it clear to people why you are collecting this data and how it will be used.

Reasons why self-identification data should be collected and how it will be used:

  • Help organizations have conversations about EDI-related goals and creating a welcoming environment for everyone
  • Understand success of EDI efforts and success in creating a space where everyone feels welcome
  • Analyze gaps to understand what programs need to be created and which resources to provide
  • Evaluate equity of policies and processes
  • Measure employee engagement
  • Measure success of EDI initiatives
  • Maintain compliance with regulation to report on representation of the four designated employment groups in the Employment Equity Act

2.3.b: Data Management Lifecycle

1.  Creation and Collection

  • Identify the purpose, objective and intended uses of the information
  • Select the appropriate data elements to be collected so that it is fit for purpose
  • Notify individuals about the collection, the purpose/objective and intended uses of that data
  • Include language at the point of collection to indicate that providing self-identifying data is voluntary, and providing it serves as consent for its use for the specified purposes
  • There should never be repercussions or retaliation for an individual deciding not to provide self-identifying data
  • Limit data collection to scope and scale of disclosed purposes and uses
  • Use multiple choice response format. Include options ‘prefer not to answer’ and ‘I don’t know’ and allow for checking off multiple boxes. Do not use “free text” response format.
  • Ensure that self-identifying information is anonymous

2.  Storage

  • Ensure the self-identifying information is protected by the appropriate physical, organizational, and technological controls corresponding to its level of sensitivity
  • Clarify roles and responsibilities to ensure who does what, when, and how in the event the self-identifying information is subject to a security breach
  • Ensure that you abide by the rules relating to that client and data as it relates to transferring it across borders

3. Usage

  • Ensure the self-identifying information is used only for disclosed purposes and uses
  • When aggregating / grouping data for analysis, consider a minimum sample size to maintain confidentiality and anonymity, otherwise there is a risk that a specific respondent could be identified / linked back to their responses

4. Archival

  • Ensure the self-identifying information is protected by the appropriate physical, organizational, and technological controls corresponding to its level of sensitivity
  • Clarify roles and responsibilities to ensure who does what, when, and how in the event the self-identifying information is subject to a security breach

5. Destruction

  • Ensure the information is properly disposed once retention period has expired
  • A person should always have a convenient way to ask for their information to be deleted

Talent Processes Pit Stop #4: Training and Development

Welcome to Training and Development

To continue building the competencies of your leader and ensuring they are supporting your organization, training and development are critical.

Training and development helps to upskill leaders with various identities and increases your employer brand reputation amongst competitors.

It is important to consider ways you can support your leaders, their growth, and ultimately, their success.

4.1 Training and Development: Training

Training includes resources provided directly by your organization or externally procured to support your talent in learning new skills and developing new competencies.

leading practices:
  • Align training with your organization’s operating goals and use corporate communications to ensure all leaders are aware of opportunities
  • Provide training that meets the unique identities of different leaders (e.g. Networking and Personal Branding for Women program)
  • Offer trainings that meet the unique learning styles and preferences of leaders, such as lectures, gamification and scenario-based trainings
Specific actions to follow:
  1. Enable employee resource groups (ERGs) or internal priority-group-based associations to provide formal training or informal “lunch and learns” regarding their communities
  2. Offer training in-house or through external service providers that teach both soft and technical skills required of your leaders
  3. Ensure all leaders have equal access to training opportunities and training meets their unique needs
  4. Promote learning throughout the year as a continuous process, not a one-time initiative
  5. Review and update your training program on an annual basis to keep up with evolving role expectations

4.2 Training and Development: Growth and Development

In addition to training, there are several other ways your organization can support the growth and development of your leaders.

leading practices:
  • Host cultural competency workshops for leaders, in partnership with priority-group-based organizations
  • Assign internal coaches to leaders who can work with them to action their growth and development goals
Specific actions to follow:
  1. Establish professional development programs to help leaders achieve their professional goals
  2. Promote a culture of continuous learning and development through internal communications and messaging from senior leadership

Training and Development: Regional and Industry Considerations

Industry: Fisheries and Oceans

The ocean sector is lagging behind in attracting a diverse labour force as opportunities in this industry are not highly visible due to their niche, technical training and hiring processes.

To improve inclusion of women and/or non-binary individuals within the sector, consider the following:

  • Improve education and awareness that a career in the ocean sector is viable and accessible; partner with women and/or non-binary individuals, allies, and employers
  • Sponsor women and/or non-binary individuals to pursue leadership roles within the organizations and encourage them to offer diverse perspectives on company management and talent attraction
  • To pursue work as newcomers without prior connections to this field, women and/or non-binary individuals would benefit from additional resources, financial aid (gender issues can complicate pursuit of first-time loans), assets (support to purchase a boat/equipment, obtain a license), access to well-advertised education/financial opportunities, networking and mentorship
Industry: Healthcare

According to a report from Osler, in 2021, only 15% of Executive Officers and 17% of Board Members identified as a woman in the Life Sciences Industry, ranking as the smallest percentage from 13 industries.

Diversity in healthcare is important to ensure equitable healthcare outcomes for staff and patients as well.

Consider the following:

  • Provide training to staff to understand the importance of accommodation to meet priority group healthcare needs
  • Dedicate leaders to oversee training and partnerships for priority group healthcare education

Scenario: Checkpoint 2

Welcome to your Talent Processes Scenario: Checkpoint 2!
After reviewing Training and Development at Pit Stop #4, Karan goes to investigate the role requirements the organization has set out for leaders. He realizes that the organization asks each leader to have a specific food license certification which costs approximately $2300 to obtain. The organization currently expects all new leaders to obtain and hold this certification prior to joining.

Karan is reflecting on what he has learned so far and is not sure if this mandatory certification is an inclusive practice. What should Karan do?

Think about the board’s comfort around talking about the “why” of setting some of these strategies.

  • Why do you want to recruit members in our community?
  • What will you do to ensure members of our community feel comfortable?

Cultural Competency Training:

  • “Aboriginal” and/or Indigenous Cultural Competency Training
  • Anti-racism training: some boards offer anti-racism training to leadership and board members
  • Training on gender identity and expression
  • Training to increase awareness of people identifying as having disabilities

Large Organization:

Ontario Public Service

The province of Ontario offers The Ontario Indigenous Cultural Safety Training (ICS) Program, a provincial program administered by Southwest Ontario Aboriginal Health Access Centre.

The Ontario ICS Program is focused on supporting the health transformation for of Indigenous Peoples, which is aligned to the health and social service systems transformation ongoing in Ontario. The purpose of this training is to improve healthcare experiences for Indigenous peoples by educating healthcare workers across the Local Health Integration Networks (LHINs) on the unique history and challenges facing Indigenous people so that they can better support them.

Considerations for Intermediate / Advanced Organizations

4.  Use an Impact Measurement Framework to measure progress against goals and the overall organizational strategy

  • This framework allows your organization to track progress in a data-driven way towards the overall strategy
  • It helps your organization understand what types of data you need to track progress, by breaking down different steps and strategic initiatives required to achieve the overall strategy
  • This framework allows different owners and teams to understand how much progress they are making towards the overall goal and if any changes need to be made (e.g. collect different pieces of data)

Considerations for Intermediate / Advanced Organizations

5.  Incorporate an Inclusive Lens throughout the Data Management Cycle

  • Ensure different stakeholder perspectives and voices are incorporated in the design, collection, and reporting of data
  • Incorporate diverse perspectives in all aspects of the data management lifecycle to improve decision-making and ensure it is inclusive
  • Embed an inclusive lens into the design and testing of products and services to assess for the potential of bias

Large Organization:

Ontario Power Generation

In 2021, Ontario Power Generation (OPG) launched an expanded employment equity workforce demographic census that included new educational and data collection functions and categories. This expanded collection of data will allow the energy company to improve upon their analysis and reporting, identify robust insights into their workforce, and improve upon their EDI approaches to programming, recruitment, and advancement. In the first six months, the census exceeded the number of responses received in the 10 years prior, signaling employees’ increased willingness to self-identify.

Newcomers to Canada often require transitionary time to adjust to Canadian ways of doing business.

Provide training opportunities to familiarize newcomers to Canadian industries and operations

Traditional, institutional systems often do not address the growth needs for Indigenous employees.

Elders in Residence is a program that can be developed where Indigenous leaders can provide counsel to employees from a holistic Indigenous perspective

Designations required by roles are often not accessible to all individuals, either for financial or non-financial reasons.

  • Determine if your leaders had access to designations or trainings that would enable them to be successful. If not, offer the development opportunities to them, free of cost
  • Provide time dedicated to learning so that leaders who are also caregivers are able to integrate training activities into their schedule and balance other priorities

Large Organization:

HP Canada

HP Canada recognized the opportunity to increase visibility and promotion of female and underrepresented talent in technical and leadership roles.

The organization launched its Catalyst@HP program, where senior-level executives serve as Sponsors and commit to the growth and career advancement of their mentees. Each mentee is enrolled in an 18-month program focused on learning and development to gain key skills to succeed in leadership roles.

Since the first launch of the program, HP Canada has seen 78% of mentees from the program be promoted to new roles in the organization.

Considerations for Intermediate / Advanced Organizations

  • Develop customized learning plans for specific leadership roles to ensure that the upskilling is relevant to roles
  • Provide coverage and reimbursement for employees to pursue professional designations that they may not have had access to previously
  • Engage Executive Coaches to support the creation of growth and development programs
  • Customize training offerings to priority groups, by engaging with community-based organizations who are subject matter professionals in specific topics

Large Organization Case Study:

London Health Sciences Centre (LHSC)

As part of LHSC’s Healthy Equity Strategy, the organization established a partnership with Atlohsa Family Healing Services in 2020. This partnership enables LHSC to offer an Indigenous Healing Services Advisor and provide a Sacred Space for Traditional Health Practices, Ceremony and Traditional Teaching.

This initiative was launched in response to two of the Truth and Reconciliations Commission’s Calls to action under healthcare.

Definition

Microaggression

Microaggression is defined as: “A comment or action that subtly and often unconsciously or unintentionally expresses a prejudiced attitude toward a member of a marginalized group” – Source: Merriam Webster

Definition

Unlearning

Unlearning is defined as: “To make an effort to forget your usual way of doing something so that you can learn a new and sometimes better way” – Source: Cambridge Dictionary

Definition

Intersectionality

Intersectionality is defined as: A framework for understanding how different aspects of a person’s social and political identities (e.g., gender, race, class, sexuality, ability, physical appearance, etc.) combine to create unique modes of discrimination and privilege. Intersectionality identifies advantages and disadvantages that are felt by people due to this combination of factors – Source: Kimberlé Crenshaw, TIME

Definition

Privilege

Privilege is defined as: “The unfair and unearned advantages individuals are granted for having, or being perceived to have, social identities that align with those deemed to be superior according to societal rules and norms. It is often experienced as an absence of barriers related to a particular social identity (e.g., White privilege, straight privilege)” – Source: Egale

Definition

Safe Space

Safe Space is defined as: “A place intended to be free of bias, conflict, criticism, or potentially threatening actions, ideas, or conversations” – Source: Merriam-Webster

Safe spaces allow individuals to feel comfortable having brave and honest conversations.

Definition

Emotional Tax

Emotional Tax is defined as: “The combination of feeling different from peers at work because of gender, race, and/or ethnicity, being on guard against experiences of bias, and experiencing the associated effects on health, well-being, and ability to thrive at work” – Source: Catalyst

Definition

Tokenism

Tokenism is defined as: “Performative policies that ostensibly promote diversity or equality (placing women or diverse groups in leadership positions), but do not truly have a positive impact on the workplace. Tokenism isn’t progressive, and it especially causes harm to tokenized individuals, causing extra pressure to succeed due to being perceived as representative of a group and often leaving them in an alienating work environment” – Source: Catalyst

Definition

Psychological Safety

Psychological Safety is defined as: “An environment that encourages, recognizes and rewards individuals for their contributions and ideas by making individuals feel safe when taking interpersonal risks. A lack of psychological safety at work can inhibit team learning and lead to in-groups, groupthink and blind spots” – Source: Gartner