Quarterly reviews are essential for Diversity & Inclusion (D&I) Councils to evaluate the impact of their initiatives, identify challenges, and plan future actions. However, managing diverse data sources and aligning multiple stakeholders can be complex. This Diversity & Inclusion Council Quarterly Review Template provides a comprehensive framework to streamline this process.
With this template, your council can:
- Aggregate data from employee surveys, recruitment metrics, and training participation to generate actionable insights
- Monitor progress against D&I goals such as representation, retention, and engagement through customizable dashboards
- Facilitate transparent communication by sharing review outcomes with leadership, HR, and employee resource groups
Whether you are tracking the effectiveness of unconscious bias training or measuring improvements in diverse hiring, this template equips your council with the tools needed for impactful quarterly assessments.
Benefits of Using the Diversity & Inclusion Council Quarterly Review Template
Implementing regular reviews with this template helps your council to:
- Standardize the review process, ensuring consistent evaluation across all D&I initiatives
- Identify trends and areas for improvement by analyzing quantitative and qualitative data over time
- Present complex data in clear, visual formats that facilitate informed decision-making
- Align all stakeholders—including executives, HR, and employee groups—around shared diversity objectives
Main Elements of the Template
This template is structured to support the full lifecycle of your quarterly review process, featuring:
- Custom Statuses:
Track each review phase from data collection to analysis and action planning with statuses such as To Do, In Progress, and Complete
- Custom Fields:
Capture key metrics including representation percentages, training completion rates, employee feedback scores, and council member assignments
- Views:
Utilize multiple perspectives such as a Category List for initiative types, a Getting Started Guide for onboarding council members, a Review Database to store historical data, a Lane Board to visualize progress, and an Action Items List to assign follow-up tasks
- Automations:
Streamline notifications and reminders for data submission deadlines and meeting schedules to keep the review process on track
By maintaining these elements, the template ensures your Diversity & Inclusion Council can conduct thorough, data-driven quarterly reviews that drive meaningful organizational change.
