December 10, 2015
About seven years ago, our board of directors engaged in a conversation about the values of diversity, equity, and inclusion at our institution. While we re-affirmed our allegiance to these values, which were present at the inception of the California Endowment, we concluded that we needed to ratchet up the seriousness of our resolve. The issues that arose included: Are we, as a foundation, committed enough to this issue to measure and track improvement? And while we have metrics for a range of equity indicators in our healthy communities work, Sons and Brothers program, overall strategic plan, etc., why don't we have them with respect to diversity in our operations and structure as a foundation?
So, off we went. We resolved to create a tool to assess our progress, now known as the Diversity Audit (44 pages, PDF). In it, we committed to expressing the value of, and a commitment to, diversity across a range of parameters: on our board, at the management level, among our staff and grantees, as well as among our contractors, consultants, and even investment managers. We wanted to be able to express our commitment to diversity/equity/inclusion regardless of how one might engage with the foundation.
The process of creating and then institutionalizing the Diversity Audit required the support and engagement of our board, management, and staff. There's a saying, "Culture eats strategy for breakfast." Today, we pay particular attention to recruiting new board members and senior management who value diversity, equity, and inclusion. And we look to them to ensure that our commitment to diversity "lives" beyond any one individual or position and becomes ingrained in the DNA of the California Endowment. While turnover in any organization is inevitable, we do not ever take this commitment lightly.
We also required the support of a savvy, thoughtful partner to hold our organizational hand throughout the process, so we procured the services of SPR Associates. SPR worked with our staff to develop the right kind of data collection practices and reporting platform; we needed our human resources, grants administration, contracts administration, program and learning staff, and investments team to all be in the boat. And, obviously, it required us to embark on the business of asking grantees, contractors, and consultants for their diversity information – in the right way. As a result, we now pose the diversity question almost every time we engage in a financial or business transaction.