Equity
Diversity
Inclusion
Action Toolkit for Organizations
DEVELOPED BY
Tolulope Oyetunde, MS, MPH
Adrianna Boulin, MPH
Jeanie Holt, MS, MPH
EXECUTIVE SUMMARY
Many of the societal problems nonprot organizations focus on — health disparities, poverty, housing
and quality education — have a deep-rooted origin in systemic and structural racism. Nonprots have a
responsibility, and often a passionate commitment, to ght racism and be exemplary models of racial equity
and justice. Yet, a signicant diversity and inclusion gap persists in the nonprot sector. Over the last 20
years, studies have shown that people of color hold only 20% of nonprot leadership positions (CEP, 2020;
Thomas-Breitfeld & Kunreuther, 2017; Winston, 2015). Studies have also found diversity among leadership and
staff fosters creativity, innovation and high-quality decision-making (Phillips & Neale, 2001; Buse et al. 2016;
Gauthier et al, 2019). Therefore, organizations that prioritize equity, diversity and inclusion, or E-D-I, are better
equipped to effectively serve their communities.
Assessing and taking steps toward organizational E-D-I can be an uncomfortable and challenging commitment
for any nonprot. Doing so can be even more overwhelming for smaller nonprot organizations due to
limited staff and board capacity. However, no matter the size, institutionalizing E-D-I is vital to every nonprot
organization’s structure.
This toolkit serves as an encouraging rst step for any organization ready to implement E-D-I practices. Using
this toolkit, board and staff members can assess their current practices and nd resources to ensure continued
growth in diversity and equity. Lastly, E-D-I work is an ongoing journey, which a committed organization must
regularly and frequently revisit.
OBJECTIVE
The goal of this interactive toolkit is to stimulate and guide smaller nonprot organizations as they integrate
E-D-I best practices into their governance and organizational structure.
The toolkit will:
Guide board and staff members in exploring their current racial diversity, equity and inclusion
practices;
Assess E-D-I imbalance in ve key organizational areas of focus; and
Connect board and staff members to resources and tools on how to make improvements within
those ve organizational areas.
E-D-I ACTION GOALS
1 Authenticity: Establishing the intention behind the governance board’s decision to implement an
organizational action plan toward racial equity and inclusivity.
2 Assessment: Assessing an organization’s existing norms, practices and values that either promote
or hinder racial equity and inclusivity.
3 Empowerment: Empowering the governance board to adopt, promote and operationalize equity
through tools and resources within the E-D-I toolkit.
TARGET AUDIENCE
This toolkit will be useful for nonprot organizations with a volunteer board of directors and fewer than three
full-time staff. These organizations are generally community-based with limited resources and minimal staff
support. Yet, such organizations provide essential services in vulnerable communities and have the potential to
be the vanguard of social justice work. To be change agents, nonprots must be equipped with E-D-I tools and
resources to ensure that equity and justice is a reality within their own organization.
WHY FOCUS ON RACIAL EQUITY?
Racism is a fundamental challenge to public health, and structural racism is a foundational cause of health
inequities. We acknowledge many populations and communities experience injustice and inequity — such as
LGBTQIA communities, people with disabilities, elders, etc. In this toolkit, we particularly focus on racial equity
because racism overlays other factors of discrimination; whatever discriminations a community experiences,
racism adds another burden of inequity. In addition, history has shown that where we have managed to
dismantle one piece of the structure, another gets built to perpetuate the systems of racial privilege and
oppression. Therefore, in this public health crisis, we must become actively and aggressively anti-racist. We
hope this toolkit helps your organization achieve that.
THEORY OF CHANGE:
1 IF a small nonprot governance board implements the E-D-I toolkit that operationalizes racial equity
and inclusivity within their organizational structure THEN the organization will be better equipped to
promote racial equity and justice within the communities they serve.
HOW TO EFFECTIVELY UTILIZE THIS TOOLKIT
Before diving into the toolkit, your organization must understand the historical context and importance
of organizational E-D-I work. We encourage you to watch the video How to Address Equity, Diversity and
Inclusion Issues in a Contemporary Workplace (https://www.youtube.com/watch?v=0ECHLl0hkec).
Secondly, when facilitating authentic discussions about racism and equity, it is important to use proper
terminology to avoid conicts or misunderstandings. We encourage you to review the YWCA Social Justice
Glossary (https://www.ywboston.org/wp-content/uploads/2016/02/MISS_VIT_BLD-SUPP-FOR-MISS_
TRN-AND-DEVEL_SJ-GLOSSARY_MARCH_2016.pdf) and Racial Equity Resource Guide Glossary
(http://www.racialequityresourceguide.org/about/glossary) and keep both as references throughout
your E-D-I work.
This toolkit includes ve assessments that focus on governance, mission-driven programs, partnerships,
communication and advocacy. Each assessment allows you to reect on your organizational practices and
identify areas for improvement. A list of tools and resources to use when making such amendments follows
each assessment.
COMMUNITY
Before beginning your assessment we invite you to reect on what community means for your organization
and who makes up the community that your organization serves. Naming these at the start will help your
organization to accurately assess E-D-I using denitions specic to your organization and the community that
your organization serves. Once identied, please reference your organization’s denition of community and
identication of who the community is as you progress through this toolkit.
After you use the Toolkit to plan your next steps, we ask that you complete the brief evaluation survey included
in the Toolkit. Your input will help us improve the Toolkit and nd ways to offer resources focused on the areas
most needed by small nonprot organizations.
As your organization begins E-D-I work, please remember:
1 This toolkit can be adjusted to t your organizational needs. Each section can be worked on
independently, simultaneously or sequentially depending on your organizational capacity to
implement these practices.
2 E-D-I work requires time, dedication and intention. This work should not be a one-time commitment
for your organization but rather an ever-evolving, long-term journey.
A note about the tools and resources: Hundreds of resources can be accessed online. We have tried to winnow
these down to a manageable number to guide you. If you nd others particularly helpful, we welcome hearing
about those; please include them when you ll out the evaluation survey at http://bit.ly/e-d-i-toolkit-eval.
We wish you the best as your organization takes this first step toward racial equity!
GOVERNANCE
The governance assessment evaluates current governance practices and policies such as board recruitment,
training, bylaws and decision-making. Complete this assessment by checking the box most relevant to each
statement.
Statement
Strongly
Agree
Agree Disagree
Strongly
Disagree
Our board reects the diversity of the community
we serve.
We have an intentional and deliberate strategy/process
for recruiting board members from communities
of color.
The qualications for potential board members
encourage a diverse pool of candidates.
Our board and staff members participate in periodic
training about reducing racial disparities and promoting
racial equity both internally and externally.
We provide our board and staff members with ongoing
training to ensure a deep level of understanding about
racial inequities in communities we serve.
Our bylaws include explicit language that demonstrates
the organization’s commitment to inclusive practices;
including but not limited to statement of values,
required ratio of diverse board members and mission
statement.
Our board members intentionally and deliberately
bring the perspectives, feedback, needs and priorities
of diverse communities into strategic boardroom
discussions.
TOOLS FOR E-D-I-BALANCED GOVERNANCE
1 Why Are We Still Struggling with Diversity, Equity and Inclusion in Nonprot Governance? (https://
nonprotquarterly.org/why-are-we-still-struggling-with-diversity-equity-and-inclusion-in-
nonprot-governance/)
2 Diversity, Equity and Inclusion Work: Eight Questions for Building Readiness and Steering Clear of
Pitfalls (http://www.mayenoconsulting.com/wordpress/diversity-equity-and-inclusion-work-
eight-questions-for-building-readiness-and-steering-clear-of-pitfalls/)
3 Race Matters Organizational Self-Assessment (https://www.aecf.org/resources/race-matters-
organizational-self-assessment/)
4 Racial Equity Action Plans: A How-to Manual (specically the Preparation section) (https://www.
racialequityalliance.org/resources/racial-equity-action-plans-manual/)
5 Role of Boards in realizing organizational performance from inclusive diversity (video) (https://www.
youtube.com/watch?v=owaLO6Da4mQ)
6 Diversity, Equity and Inclusion in Nonprot Bylaws (https://nonprotlawblog.com/diversity-
equity-and-inclusion-in-nonprot-bylaws/)
MISSION-DRIVEN PROGRAMS
The mission-driven program assessment evaluates current programs to ensure equitable community
involvement and participation. Complete this assessment by checking the box most relevant to each statement.
Statement
Strongly
Agree
Agree Disagree
Strongly
Disagree
Our mission, vision or goals intentionally and explicitly
address racial equity.
Our programs reect the organization’s mission and
contribute to our organizational goals of promoting
racial equity.
Our programming is accessible to all community
members. When planning programs, we consider
accessibility and possible barriers to participation (e.g.,
transportation, scheduling, childcare, etc.).
We develop ongoing bi-directional relationships with
the community to ensure their active involvement in
the work of our organization and our organization's
active involvement in the work of the community (e.g.,
intentional and consistent communication channels,
bidirectional training, shared resources and decision-
making). We actively engage community members in
developing, planning and implementing programs.
We evaluate how our programs contribute to our
organizational equity goals.
TOOLS FOR E-D-I-BALANCED MISSION AND PROGRAMS
1 GARE Racial Equity Toolkit: An Opportunity to Operationalize Equity (https://www.
racialequityalliance.org/resources/racial-equity-toolkit-opportunity-operationalize-equity/)
2 Beyond Diversity: A Roadmap to Building an Inclusive Organization — Best Practices for Diversity
and Inclusion (pages 18 - 23) (https://www.diversegreen.org/wp-content/uploads/2017/05/
BeyondDiversity_Report.05.24.2017.pdf)
3 Bay Area Regional Health Inequities Initiative (http://barhii.org/framework/)
4 Advancing the Mission: Tools for Equity, Diversity and Inclusion (https://www.aecf.org/resources/
advancing-the-mission-tools-for-equity-diversity-and-inclusion/)
5 Nonprot Association of Oregon Equity Statement (sample equity statement) (https://
nonprotoregon.org/sites/default/les/uploads/le/NAO-Equity-Statement.pdf)
6 Steps We Took to Create the Americans for the Arts Statement on Cultural Equity (https://www.
americansforthearts.org/about-americans-for-the-arts/cultural-equity/steps-we-took-to-
create-the-americans-for-the-arts-statement-on-cultural-equity)
PARTNERSHIPS
The partnership assessment evaluates current partnerships with other organizations and funders. Complete this
assessment by checking the box most relevant to each statement.
Statement
Strongly
Agree
Agree Disagree
Strongly
Disagree
Funding requirements from external funders align with
our organization’s mission of racial equity.
We form partnerships with other community
organizations that align with our organization’s mission
to promote racial equity.
We form meaningful bi-directional partnerships in the
community to mobilize, amplify and make connections
that work to promote racial equity.
Our external partnerships and funders provide us with
funding/ resources that promote racial equity.
TOOLS FOR E-D-I-BALANCED PARTNERSHIPS
1 Leading by Example: Diversity Equity and Inclusion in Community Foundations: Changing Practice and
Policy (pages 30-50) (https://www.racialequitytools.org/resourceles/californiatomorrow.pdf)
2 Making Community Partnerships Work: A Toolkit (especially Stage 3) (http://www.aapcho.org/wp/
wp-content/uploads/2012/02/Giachello-MakingCommunityPartnershipsWorkToolkit.pdf)
3 Creating and Maintaining Coalitions and Partnerships (https://ctb.ku.edu/en/creating-and-
maintaining-coalitions-and-partnerships)
4 How to Partner with Local Community Organizations (https://www.issuelab.org/
resources/9757/9757.pdf)
5 Partnering with Community Based Organizations (https://www.ca-ilg.org/partnering-
community-based-organizations)
COMMUNICATIONS
The communication assessment evaluates current communication policies and practices to ensure inclusive
internal and external communication materials. Complete this assessment by checking the box most relevant to
each statement.
Statement
Strongly
Agree
Agree Disagree
Strongly
Disagree
We have an organizational policy for board
transparency and communication with stakeholders
(e.g., all board documents are transparent and
accessible to the community we serve).
We publicize our commitment to promoting racial
equity through various communication platforms (e.g.,
website, social media, newsletters).
We ensure the accessibility of all communication
materials on all platforms including but not limited to
print, social media and websites.
We review the literacy level of all written materials to
ensure accessibility by our community.
We provide materials in the languages most accessible
to those in our community.
We screen all internal and external communication
materials for racist, insensitive and biased language.
TOOLS FOR E-D-I-BALANCED COMMUNICATION
1 Equity Screen Tool: Reference for when developing a blog post, book, podcast or video (https://
nonprotaf.com/2019/08/content-creators-heres-an-equity-screen-to-use-as-you-work-on-
your-next-blog-post-book-podcast-or-video/)
2 Equity & Inclusion Lens Guide (page 18) (https://nonprotoregon.org/sites/default/les/NAO-
Equity-Lens-Guide-2019.pdf)
ADVOCACY
The advocacy assessment evaluates the organizational capacity for community advocacy and local organizing
efforts. Complete this assessment by checking the box most relevant to each statement.
Statement
Strongly
Agree
Agree Disagree
Strongly
Disagree
Our staff and board members identify policies and
practices within their communities that perpetuate
inequities and health disparities.
We become strategically involved in initiatives
that reduce inequities and disparities within their
community (e.g., coalition-building, campaigning,
educational initiative, etc.).
We engage community members in prioritizing,
developing and implementing advocacy initiatives that
address inequities.
We publicly support local/national initiatives and
movements that ght for racial equity.
We continuously identify innovative ways to contribute
to local justice organizing efforts.
TOOLS FOR E-D-I-BALANCED ADVOCACY
1 Embracing Equity: Race Equity and Inclusion Action Guide (https://www.aecf.org/m/resourcedoc/
AECF_EmbracingEquity7Steps-2014.pdf)
2 Equity & Inclusion Lens Guide (pages 15 and 19) (https://nonprotoregon.org/sites/default/les/
NAO-Equity-Lens-Guide-2019.pdf)
CONCLUSION:
Congratulations on starting (or continuing) your organizational journal toward racial equity. You play a critical
role in advancing equity and justice in your community by prioritizing racial equity within your organization.
As nonprot leaders, we all have to play a part in dismantling systems of oppression. Then we can begin the
reconciliation and healing process to build an equitable society. We hope this tool continues to support and
guide you throughout your organization's racial equity journey.
“Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable
network of mutuality, tied in a single garment of destiny. Whatever affects one directly,
affects all indirectly.”
Martin Luther King Jr., Letter from the Birmingham Jail
“Not everything that is faced can be changed, but nothing can be changed until it is faced.”
James Baldwin
References
1 Battalia Winston. (2015). The State of Diversity in Nonprot and Foundation Leadership. [White paper]. https://www.
battaliawinston.com/wp-content/uploads/2017/05/nonprot_white_paper.pdf
2 Buse, K., Bernstein, R. S., & Bilimoria, D. (2016). The inuence of board diversity, board diversity policies and practices, and board
inclusion behaviors on nonprot governance practices. Journal of Business Ethics, 133(1), 179-191.
3 Castillo, E. A. (2018, November 20). Why Are We Still Struggling with Diversity, Equity, and Inclusion in Nonprot Governance?
Retrieved from https://nonprotquarterly.org/why-are-we-still-struggling-with-diversity-equity-and-inclusion-in-
nonprot-governance/
4 Gauthier, J., Cohen, D., & Meyer, C. R. (2019). Top Management Team Characteristics and Social Value Creation. Journal of Social
Entrepreneurship, 10(2), 252-263.
5 National Council of Nonprots. (2020, May 8). Why diversity, equity, and inclusion matter for nonprots. Retrieved from https://
www.councilofnonprots.org/tools-resources/why-diversity-equity-and-inclusion-matter-nonprots
6 Phillips, K. A., & Neale, M. A. (2010, October 1). Better Decisions Through Diversity. Retrieved from
https://insight.kellogg.northwestern.edu/article/better_decisions_through_diversity
7 The Center for Effective Philanthropy. (2019, September 5). Reecting on Leadership Diversity in Today’s Nonprot Sector. Retrieved
from https://cep.org/reecting-on-leadership-diversity-in-todays-nonprot-sector/
8 Thomas-Breitfeld, S., & Kunreuther, F. (2017). Race to Lead: Confronting the Nonprot Racial Leadership Gap. Building Movement
Project. https://racetolead.org/race-to-lead/
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