Measuring the Success of Diversity, Equity, and Inclusion Programs

Measuring the Success of Diversity, Equity, and Inclusion Programs | HRDQ-U

60 minutes

Discussions about diversity, equity, and inclusion (DE&I) are center stage in organizations and communities. The question is, why does it take video coverage of acts of social injustice to elevate its importance? The conversation about DE&I is not new–it’s just that DE&I is a topic on which attention ebbs and flows. When inequities and bad behavior risk or damage individual or organizational reputation, microscopic focus ensues. When things seem to rock along smoothly, focus moves elsewhere. Organization leaders pledge hundreds of millions of dollars to commission studies, launch training sessions, and hire consultants and diversity czars. But is it working? Some experts argue that, despite decades of handwringing, costly initiatives, and uncomfortable conversations, organizations have, apart from a few exceptions, fallen far short of their goals.

Renewed interest in DE&I is prompting organization leaders to reflect on the progress (or lack of progress) they have made with these efforts. As one Wall Street Journal article states, “It’s time to move from saying, “We need to do this” to asking, “What are we doing with this?”. Showing the value of DE&I investments can be challenging for some professionals. This session will describe how to measure the success of DE&I programs.

Attendees will learn

  • How to identify the five levels of outcomes from DE&I programs.
  • How to explain the need to deliver impact and ROI for selected DE&I programs.
  • How to design DE&I programs to deliver application, impact, and ROI, using design thinking principles.
  • How to plan the next steps to ensure DE&I programs delivers value.


Who should attend

  • Leaders and managers
  • HR and learning and development personnel
  • Trainers and independent consultants




Patti Phillips

Dr. Patti Phillips, CEO of ROI Institute, Inc., is a renowned leader in measurement and evaluation. Patti helps organizations implement the ROI Methodology®️ in more than 70 countries around the world.

Since 1997, Patti has been a driving force in the global adoption of the ROI Methodology and the use of measurement and evaluation to drive organizational change. Her work as an educator, researcher, consultant, and coach supports practitioners as they develop their own expertise in an effort to help organizations and communities thrive. Her work spans the private sector, public sector, nonprofit, and nongovernmental organizations.

Patti serves as a member of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR). She serves as chair of the Institute for Corporate Productivity (i4cp) People Analytics Board; Principal Research Fellow for The Conference Board; board chair of the Center for Talent Reporting (CTR); and is an Association for Talent Development (ATD) Certification Institute Fellow. She also serves on the faculty of the UN System Staff College in Turin, Italy.

Patti has authored or edited more than 75 books on the subject of measurement, evaluation, analytics, and ROI. Her work has been featured on CNBC, Euronews, and in more than a dozen business journals.

Zoe Moore - HRDQ-U Presenter

Zoe Moore is an inclusive event strategist and consultant. She helps organizations in the meetings, events, and tourism industry define their strategic commitment to DEI through speaking, writing, and consulting. The outgoing co-chair for MPIs Global Diversity & Inclusion Advisory Committee, Zoe is committed to holding industry leaders accountable and ensuring that change is measurable and sustainable. As an associate for ROI Institute, Inc., co-producer of The State of Events podcast, and co-founder of CADAZO Consulting Group, Zoe uses these platforms to help leaders achieve supplier diversity, inclusive organizational culture, and diverse representation in leadership.

Zoe (pronounced ZOH) resides in Marietta, GA, with her son. She loves homemade chocolate chip cookies, photography, and traveling.


HRDQstore Training professionals everywhere are feeling pressure to prove the value and impact which their training initiatives can bring to the organization. Without a proven return on investment (ROI) of learning, management buy-in and training budgets are in jeopardy. provides tools for both helping you learn how to calculate ROI for your learning initiatives, and to better understand and implement diversity initiatives in your organization. Learn more at: – or – & Inclusion

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