Beyond D&I: Leading Diversity with Purpose and Inclusiveness with Kay Formanek
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welcome to Sky teams people first with
Morag Barrett
welcome to this week's episode of people
first and I'm excited to introduce to
you my friend and colleague K former
Nick K is a global speaker on diversity
and inclusion she's a visiting lecturer
at leading Business Schools and founder
of diversity and performance which is
committed to unleashing the power of
diversity performance within profit and
not-for-profit organizations around the
world
within this role K offers advisory and
research services including coaching for
inclusive and strategic diversity
leaders
she's worked for leading Global
Professional Services organizations for
more than 20 years as both partner and
managing director actively supporting
their D and I strategy realization
her proven approach to Leading diversity
strategically draws on extensive
research and advisory work with more
than 50 organizations and I'm excited to
share some of those insights with you
all today so Kay welcome to people first
well thank you very much Morag for
giving me this platform to talk about
diversity and inclusion and Equity thank
you so I am just so excited for this
conversation and it's interesting
because the d e and IB that's the
acronym of choice at the moment
diversity Equity inclusion and belonging
it is so easy for it to be a buzzword
because for me personally I look at the
world the world is diverse there is only
one more egg there are seven billion
other people on the planet there's
diversity And yet when we look at the
corporate landscape in which I get to
play
it feels less diverse so help me
understand k
where is the breakdown in dnib diversity
and inclusion why aren't we seeing that
translate into every aspect of Our Lives
so there is a a large reason and uh and
in fact a number which I'll be talking
about you know for the last 60 years
ever since we've defined diversity in
the Constitutions of various countries
that has been focused on diversity and
inclusion and yet despite all this time
and all the investment when one really
takes a step back and looks at so what
has been delivered until now you can see
that we're still on Shaky Ground
the first reason why all this focus and
the intention and the investment isn't
delivering really the benefits of the
objectives
is I see that organizations are not
looking at it in a very strategic way
so easy for organizations to be
pressured through what they're reading
looking at what others are doing versus
taking the step back and saying so what
is my mandate and why is diversity
inclusion equity and belonging important
for delivering that mandate so reason
number one a lack of a strategic
approach
is reason number two is interestingly
enough
we don't have a shared vocabulary within
the organization what we mean by
diversity and diversity should mean
different things for different
organizations
so if I'm in an organization and what is
important for me is a consumer group
that is Young and globally placed
what is going to be important for me is
to really put a focus on the dimension
of diversity which is about age and a
multicultural background which allows me
to better understand my consumers
but on the other hand if I am for
example a central bank where I need to
mitigate risk on behalf of my citizens
then the diversity that I need is to
allow me to have a good perspective of
This Global world and it is about
specializations and focus so the second
reason we're not defining the dimensions
of diversity in light of our environment
and third thing is we tend to push it to
another function to lead it and in fact
it needs to be embraced by leadership
but it can't be driven top-down because
it has to be embraced also by people
within the organization because they've
got a role to play so those are really
the three key reasons that I see
it's interesting you talk there about it
can't be a top-down initiative I've seen
that too many times where it's delegated
sometimes to human resources or ergs and
Affinity groups congratulations go solve
the problem yourselves and you know we
as leadership have done our bit but to
your point it's a two-way conversation
throughout that whole process so tell me
more about the the role of leadership in
understanding the elements that need to
be in place to even start an effective
conversation let alone an effective
program
because diversity
um has had such a rocky road many people
have become cynical about diversity
inclusion equity
one of the reasons is that they don't
actually believe in the authenticity of
what leaders are saying about diversity
and they're cynical because in fact they
don't see leaders walking the talk of
diversity
so you're asking about the role of
leadership first of all a leader should
know why it is critical to be navigating
diversity for the organization
secondly they need to be displaying the
behavior of inclusiveness you know if
they're calling about we want to be more
diverse but there are someone that
demonstrates lots of microaggressions
are biased or not tolerant are not
leading in their own behavior to an
inclusive environment people really
become quite cynical
and leaders need to invite people to
actually belong through creating
interventions for example when they're
chairing a meeting being on the lookout
in terms of those people who are not
having a sense of belonging who are not
contributing because they might be
afraid
providing the sponsorship so all these
very important roles and one other thing
that I'd like to say
there isn't a possibility
for diversity Dimensions to deliver
benefits
without inclusion
and what research and my work has also
shown is that the behaviors and
day-to-day actions of leaders have a 70
impact on whether an environment
inclusive or not
so diversity plus leadership then
actually gives this inclusiveness that
gives the benefits
so we've talked to you touched on
unconscious bias and some of the habits
and processes and systems that have
built up over Millennia in the workplace
that we adopt probably without being
thoughtful that in of themselves
prevent a sense of inclusion so could
you give us some examples of behaviors
that I or others may be demonstrating on
a day-to-day basis without the intent to
be exclusionary but that's the impact
that they may be having
it's a lovely question let me be very
practical by giving examples
so the leader who sets up a meeting and
invites candidates without giving a
topic of what the meeting is what is the
objective and the topic line items and
does not send out some pre-reading is in
fact unwittingly going to exclude those
people who identify in the group of
introverts because introverts actually
like to know and about what are we going
to be talking about how can I inform
myself because introverts by Nature like
to be thoughtful and reflective versus
just calling something uh from the roof
extroverts find that less difficult so
if you're inclusive you're saying I wish
to take all personality types within my
meeting
uh there are some leaders who
immediately go to the order of the day
they effectively say we're having a
meeting and this is what we're going to
do and they jump into it what we've seen
is the ritual of checking of a chair of
a meeting which is simply saying a very
good day before we start our business at
hand let's simply have a round where we
do a check-in how are you feeling today
um sometimes the question is what
prevents you from being present because
maybe you're waiting for a call from a
secret or something you know that's once
again sets the third quality of an
inclusive leader is someone if they see
that someone is being excluded for
example they're trying to say something
uh or they have said something but but
they're not listened to becomes like a
conductor you know group I I hear that
Morag wishes to say something she's got
an amazing background it's worth
listening carefully and piggybacking on
her ideas you know these are the uh
interventions it would be someone who if
they see a sexist or racist remark or
even a stereotypical remark
is able to have the courageous
discussion not as a parent to a child
which is you know you bad bad person
what have you done but rather
you know something has been said and I'm
feeling somewhat uncomfortable mayor
highlight why it is you know it's that
person who's able in a seamless
non-hostile way interact when there is a
hostility uh that has been made
I know for myself that that last example
in terms of Having the courage to step
in and Signal my own discomfort or
signal the possibility of anyone's
discomfort is something that I wrestle
with internally and sometimes so long
that them I feel like the moment has
passed and so as individuals looking for
those practicing rehearsing in our heads
just getting comfortable with the
uncomfortableness so we can make it
better for everyone
so I know in your book beyond dni you
talk about the five elements that need
to be in place uh for to even embark on
this and you describe it as the virtuous
circle so tell us about the virtuous
circle
so the virtuous circle is indeed talking
about the five elements that need to be
present to indeed facilitate the
objectives or the goals around diversity
programs coming to be
and what I need to say first is they're
very various reasons that organizations
pursue diversity in inclusion you know
some simply don't want to have a
compliance issue that weakness
organizations there are others who say
you know I don't want to be penalized by
my stakeholders internal or external so
I'm going to at least do what they're
expecting you know uh stage three
organizations are saying I really am
going to pursue this because I believe
I'm going to have the performance of
better decision making and creativity
and Innovation and engagement stage four
organizations are saying I need to
pursue this because without that I'm not
going to survive in this complex world
and stage five organizations are saying
my delivery of diversity equity and
inclusion is to support a more
sustainable Society now independent of
what are your goals there are five
elements that need to be be in place and
I'm going to start with them step number
one is what I call the purpose the
clarity of why this important
strategically to your mandate we've
talked about that already
step two is when that is clear
you start having the basis to identify
the dimensions of diversity the D that
need to be you know is it are we talking
about specialization or age or gender
are we talking about organizational
experience you know what dimensions of
diversity are required to satisfy that
purpose
then we need the conditions of inclusion
the third element which is about how do
you create a safe and brave environment
for people to really contribute so it's
not just being welcome to the table but
welcomed to speak and share your your
background
the next one is leadership
uh in fact what we have seen is the
ingredients for inclusion cannot be
present without the leadership behaviors
and actions which we've just been
talking about and last but not least is
equity you know many people think that
once you've invited people to the table
created the Dynamics that there is some
inclusion there is that leadership and
the purpose that voila you've got
everything
actually we do have systemic bias within
our organizations and society and we
need to understand that not everyone
feels equally equal you know you have to
actually Foster that equity for people
from all different dimensions and
understanding that there is bias
what I love about the virtuous circle is
it feels Universal
I'm curious though I mean you grew up in
South Africa you're living in the
Netherlands you've worked with
organizations around the world when it
comes to applying
this Common Thread the skeleton for dni
as you present it how does the
conversation Flex what have you observed
as you work globally to help resolve
these challenges
you're very much uh correct Marek what I
love about the model it is global so
independent of nation country or
independent of the industrial
organization what you see is that these
elements need to be present in varying
degrees and focus so often what I do is
I come to an organization and I talk
about this concept you know in order to
get your performance you need these
elements and we start exploring where's
the biggest Gap in that virtuous circle
there will be some people who say it's
inclusive and this we've had an
inclusiveness index we see that people
are not feeling safe they're not willing
to or they could say actually we've got
these Dimensions but it's really about
Equity we are seeing that there is a big
bias that we're having and we need to
mitigate it so the virtuous circle is
almost that first discussion that you
can have when you're looking at you know
a top-down basis what are the things
that are present or not present and you
can start uh discussing it
what you will see is that sometimes
you've got environments and even Nations
which are quite hierarchical as a result
usually that will immediately mean that
in the virtual circle in terms of
leadership and the role of leader one
really needs to spend some time because
that leader is responsible for as
creating this inclusive environment and
yes there is often a fear attached to
that hierarchy uh in other places where
for example you've had a lot of racism
so for the work that I'm doing in the
United States but in a country like
South Africa
um clearly the equity condition is not
being met and so you really have to be
looking at what type of microaggressions
do we have what are the stereotypes how
do we de-bias our processes so uh
certainly you would understand depending
on your context which of these elements
of the virtuous circle do you really
have to spend time and effort on
I love that it kind of influences where
you enter into the virtuous circle and
therefore the priority that you move
them it's not a linear process it's not
a silver bullet a one-size-fits all it
goes back to your very first comment
around understanding the unique context
for that organization what are we trying
to achieve and why
exactly which makes me also think often
I see dni being positioned with the
business case the business case for dni
and then I look at it and I think
but this isn't about dollars this is a
human case
isn't this what we should the right
thing to do so how does that help or
hinder again in your ability to
influence change when some may always be
looking at the bottom line and just the
dollar impact yes
there was an initiative it was called
The Bold initiative that was uh started
about 1970s and they were trying to
understand how could they get leaders
paying attention to diversity and that's
where you really had the origin of the
business case because they said at the
moment that you can say it's linked to
return on equity and revenues and
Innovation and better decision making
their people start paying attention
and indeed I think it was important
going from the 1970s 80s 90s what is
interesting to your point is when you
look at Generation Z or Generation Z
however you call it thank you
is really
diverse most Diversified flavor
and they are holding organizations
responsible to pursue diversity not
because of the business case but because
of the moral or ethical or societal case
so this generation if you go to them and
say now we are pursuing diversity
because of the business case you're
going to have a cynical audience to
start so to your point more and more
organizations are recognizing that their
strategic narrative for diversity by all
means is customer congruence and
understanding and satisfaction but they
need to be putting within their
narrative that this is the right thing
to do this is the thing that one needs
to do so that people are treated with
respect they have the opportunity to
display their talents
etc etc so absolute good point
so as we come towards the end of our
time together for the people listening
who get it who say yes this is the right
thing to do and it may lead to business
better if it's but it's the right thing
to do
what advice do you have for somebody who
is not the CEO or not the head of HR or
not the head of any
how did they advance that conversation
in a way that draws others in
there you go I'll stop there how do we
all individually start to advance that
conversation in a way that can draw
others in
one of the things that I really have
developed is a certification to address
this point you know often we start over
talking about diversity and we talk
about what Society can do or what the
organization can do
and I'm actually starting what can each
person do what I call the self and the
self and the team
and part and part of a process of having
an impact
is starting the dialogue and it's
talking about the me you know diversity
and inclusion is important to me because
I believe it's important and I believe
it's the right thing to do
and if I am a team leader I talk about
what are the things that I can do to
invite you in uh what can I do to allow
us in terms of all our diversity of
background and thought to be able to you
know put it together for benefits so I
think it is having this conversation and
getting the dialogue and you and I
talked about also those courageous
conversations
the moment the person
steps in and saying you know I've just
heard this and I'm sure it's not you
know deliberate it might be unwitting
but I want to raise my hand because I
think if we don't say anything it just
perpetuates something
people are really given so much courage
to step in themselves so what I say to
people don't wait for the organization
and Society to be doing things
by having your own Narrative of why this
is important and stepping in you give
other people wings uh and and you create
an environment for something to happen
I get goosebumps because you're talking
my language there okay and uh my new
book you me we why we all need a friend
at work and how to show up as one that
is the premise that my co-authors and I
have which is don't wait for others to
be a friend for you it's how can you
show up as a friend for others how can
you show up for as a friend to yourself
because if you are sitting in a meeting
feeling
um that your opinion isn't being heard
or that you can't speak up because dot
dot dot then find a way to find your
voice because every team in every
organization your community needs you so
it's that you me we one conversation at
a time and we can influence it at all
levels if we choose to step up and in my
case if I choose to step into that
slightly discomfort conversation that
helps everybody to recalibrate how we're
showing up for each other
here here absolutely and you know uh if
I could just build on it I often uh for
the work that I do on the Neuroscience
of unconscious bias I say you know what
is even more damaging than the
unconscious bias that someone has about
you
is the unconscious bias that you have
about yourself in terms of what am I
allowed to do or what should be the
ideal uh leader which makes us often try
to be Superwoman versus the authentic
person working day to day in a
collaborative way so you know I think
when we we go to the work environment
and also in our life
and we are very Resolute about who am I
and what impact would I like to have by
being very close to myself
um I I think we've got the ingredients
for change
so picking on that phrase then the
impact I would like to have I'm going to
ask you that then K as you look to the
Future
whether it's a year from now or 10 years
from now but what is the impact that
you're hoping to have the Legacy that
you're hoping to leave as a result of
Beyond dni and the work that you're
doing every single day
I would love to create strands of
humanity
you know having been a partner in a big
Professional Services organization and
all this focus on achieving and doing
and
what I realize actually through my
career
is
what is impactful is what you've talked
about the daily conversations putting
someone in their light
uh creating a sense of belonging uh you
know I think we've grown up to kind of
think that we have to be the president
of something to be successful and I
think the success is the daily human
conversations which allows other people
to succeed
it's time for us to be the president of
me the president of US
and take ownership for it oh I could
keep going okay I have so enjoyed this
conversation thank you for sharing all
well just some I was going to say all of
your insights sharing the insights that
you shared but I know that there is so
much more richness behind it so on that
note for people who are listening how
can they learn more about you or how can
they learn more about how they're
showing up in the world and take those
first steps of ownership in creating an
inclusive environment wherever they are
foreign
the first one is that I really try to
create this one-to-one relationship so
you know I invite people to Simply reach
out to me uh k at diversity and
performance.com uh it's written full
diversity and performance
um obviously the both uh the author of
Beyond dni leading diversity with uh
purpose and inclusiveness there's a book
site which is called Beyond D and I
beyond diversity and perform uh
inclusion and I'm on LinkedIn there's a
YouTube channel on each of uh the
chapters of the book so these are all
the ways uh that people can reach out
and I really do try to give an answer
and respond okay well you heard it here
we'll make sure all of that information
is put into the show notes okay I truly
appreciate your time today thank you for
joining me on people first
thank you Marek and also thank you for
your excellent book and uh for this
podcast thank you
thank you so much for joining Morag
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