Real Talk: Maintaining the Momentum of your DE&I efforts in 2023

Welcome to Real Talk with Loeb Leadership, a safe-space webinar discussion series as part of our dedication to Diversity, Equity, and Inclusion. In this series, we gather a panel of executive coaches, leadership development and workplace culture experts, and DE&I specialists to discuss current, relevant, and often challenging topics related to DE&I in law firms and corporate environments.

In today's discussion, our panelists discuss how to keep up the momentum around DE&I initiatives. When it comes to organizational initiatives around diversity, equity, and inclusion, we're seeing some fatigue and stagnation as the initial momentum of DE&I efforts begins to slow down. DE&I professionals and company stakeholders are encouraging "more walk and less talk" for organizations whose efforts are languishing. But what does continuing to 'walk the walk' look like?

Watch Loeb Leadership's expert panel discussion and learn why we're seeing this fatigue, and what can be done to refresh and rejuvenate organizational DE&I efforts -- and, of course, the importance of doing so.

Below is a THOUGHTFULLY Organized transcript of the discussion:

David Sarnoff: Hello everyone and thank you so much for joining us today for our Real Talk episode. I'm David Sarnoff, I'm the director of strategic partnerships with Loeb Leadership. I'm also an executive coach and workshop facilitator. I'm joined today by our expert panelists, David Robert, Joy Stephens, Dr. Michael Burchell, and Dr. Fritz Galette. Unfortunately, our regular panelists, Taris and Rini, were unable to join us today. For those of you joining for the first time and don't know us, Loeb Leadership is a certified woman-owned business. We're a management and leadership training and development company and proud to be certified women-owned. And please reach out to us with any questions at loebleadership.com.

So, as most of you know, we spend several weeks planning our sessions in advance and I was in the process of doing that. And then lo and behold, scrolling through The New York Times and I come across a guest essay by Jesse Singal. And the title really captured me. And I feel remiss if we don't use this opportunity today to respond to this essay. And I encourage all our attendees if they want to comment in the chat, please feel free to do so. We would love to hear from you. So, the title of this essay is, What If Diversity Trainings Are Doing More Harm Than Good? And Jesse Singal goes on to say, in my words, in my opinion, that DE&I training and programs in organizations are more apt to fail than succeed.

And one area where I do agree with the author is that when programming is mandatory and it assigns blame to the dominant constituency in the organization for societal problems or for organizational disparities, in my opinion, that's not my approach to diversity, equity and inclusion programming. But where I think this essay falls far short is that it overlooks significant studies and evidence and reports where organizations like McKinsey and the Great Place To Work have found diverse teams are the most innovative teams, the most productive, effective and efficient. And I also thought this essay approached DE&I programming as one-offs as opposed to part of a comprehensive culture change. And with that, I'd like to toss the question to one of our organizational culture experts, David Robert. And David, I'd like to get your reaction to the Singal essay that really hammers, in my opinion, diversity, equity and inclusion training and organizations.

This article made me actually read about a bunch of other critiques of the DE&I space. And when you read deeply into the critiques of this space, you find some people are not only critiquing but they’re coming up with some ideas as to how to help; how to turn the talk into actions and behaviors.

We need to support each other and talk to each other and commiserate with other people who are trying to do this work. Because it is hard, but we can motivate each other.

David Sarnoff: Thank you so much Fritz. And that is a nice setup to get into our advertised topic of how to keep the momentum going of diversity, equity, inclusion programming in your organization. And you, Joy and I have been involved in engagements where we do hear back from stakeholders that speakers are great, the workshop was great and then we leave and nothing happens. It's just a hamster wheel. And we hear a lot of less talk and more walk and how do we convert this programming into actionable items or observable actions that are moving the ball forward. And we hear a lot of frustration and fatigue from people when they don't feel they're getting the guidance, support and resources to authentically and effectively do this work.

Dr. Fritz: To speak to that energy that Joy is talking about, and it's hard whether you embark upon a mission or embark on an engagement, you're looking for signposts to tell you that you're getting somewhere. And what I said earlier that this work is iterative and it's a long process and it's very complex. A lot of times we're not getting the signs that it's going anywhere, at least in the short run. But in the longer run I see people better and better at being able to communicate these messages and do this work from a learned perspective. And to comment on what the article did for me, it made me actually read about a bunch of other critiques of this space. And when you read deeply into the critiques of this space, you find some people who are not only critiquing but they're coming up with some ideas as to how to help.

We never should make the mistake of just dismissing the critique, or avoiding it, but trying to read between the lines. And one of the best things that I see in that article and in others that I've read is to get some of this talk that we're talking into actions and behaviors. And later I'll talk about how when we're trying to make a pitch to do this work, we need to make our pitches filled with data, and evidence, and analysis, and actions and behaviors. Some of the leadership work we do is very focused on identifying behaviors that you who are watching and listening right now can specifically do around different areas that you're trying to improve your leadership skills. So, that's the work that we need to do and we also need to support each other and talk to each other and commiserate with other people who are trying to do this work because it is hard, but we can motivate each other.

This work is iterative; it’s a long process and it’s very complex. A lot of times we’re not getting the signs that it’s going anywhere, at least in the short run. But in the longer run, I see people better and better at being able to communicate these messages and do this work from a learned perspective.

David Sarnoff: Because of the outsized role that organizational leaders play in whether a diversity, equity, inclusion initiative will be successful, to what extent in large part does their lack of training and education in DE&I impact the effectiveness, the launch, the follow through, the accountability? What role does that play and where can our participants use that knowledge to be more strategic?

David Robert: So, the conversation needs to evolve with the work and oftentimes we get stuck having the same conversation that you would typically have early on in the work. What are our opportunities, where do we start? As this work develops, the conversation needs to evolve and mature as well. And I'm not sure even if we do it often enough, it's “what have we learned so far? How has that helped us? And how do we collectively push ourselves to that next phase, that next step?”

And I think we're looking for other people to serve that purpose and we could actually start initiating those conversations with our peers. And again, I would love to hear from folks on the call but I'm not hearing that from clients that the conversation and the tone of the conversation is shifting at the pace it should be shifting in order to keep the focus in the right area. So, if we talk about motivation and collectively pushing ourselves into that next phase, part of that is through how we actually engage each other through language. And I think that's not happening.

David Sarnoff: And somebody did share a comment and said, “many have started DE&I because of the reasons that the panel suggested and there is so much more to DE&I than checking a box. We have brought in a third party to discuss and evaluate what our firm can do better. Everyone has been given a voice, we have a lot of work ahead of us and many of the sessions were raw. Agreed, it's ongoing. We have already made changes per some of the suggestions.” Now, that sounds like a roadmap for how an initiative should take place.

Joy Stephens: I want to piggyback on the idea of getting the executive team bought in. If you think about any other, whether it's a project, organizational change, bringing in a new IT system, whatever it might be, you've got people that's their whole job. It's more than one person, it's a team. They've got a budget to do what they need to do and they have a leadership team that expects updates and sometimes someone on the leadership team, their incentive is tied to making sure that project comes off without a hitch. I don't see that same level of infrastructure when it comes to, more often than not, I'm not saying I never see it, but more often than not, you don't have a group of people where beyond the director of diversity, it's not anybody else's job. There's no team to support that person. The budget is always iffy. Well, we don't have the money to bring in a speaker, we don't have the money to hire a consultant, et cetera, et cetera. You do this on your own.

And then there's usually a committee of some sort, not knocking the committees, they're absolutely necessary. But when you have a committee of people who are already at 100% capacity with their day job, the time that they are allowed to spend, especially if they're not billing hours there or it's not a part of their personal KPIs, this all becomes extracurricular activity. It's a voluntary job or a hobby, however you want to look at it, which is easily discarded when we have to tighten our belt, when numbers don't come in where they should, when our year to day results are below level, et cetera. The first thing to go is all the people systems. I'm not even talking just DE&I. Usually the people systems are the first things to get cut when we start needing money. So, I think one of the issues that we struggle with as DE&I people is that one thing, who is responsible for this and what are we tracking?

You mentioned data sets, I want to touch on that as well. There's plenty of data. There's plenty of empirical data out here in the internet. Google is good for something sometimes. But above and beyond that, a red flag for me in my own business is if someone comes to me and they don't have the data and I suggest to them ways to collect it and they don't want to do those things, then we don't have anything else to talk about. Because you don't even want to know where you are, which means anything you're going to do from that point on, I can't tell you why it's important to do it because we never set up front that it was important based on data. So, you're absolutely right. And so, any company that doesn't want to know, also doesn't want to do. And that can be frustrating if you're in that company and you're trying to get something done.

David Sarnoff: You're getting applause and thumbs up, Joy, for everything you say. And if I could just follow up on something you and Michael discussed and then let David and Fritz weigh in.


When you talk about KPI and metrics, those tend to be different things to different people in different organizations. And sometimes I get confused around this, because I think it's an important but complex area. Can you both give some examples of KPI and metrics that you would want to see in a professional service firm, like a law firm, in a nonprofit, in a manufacturing company?

David Robert: So, this may seem radical, but why not give your head of DE&I a seat at the table from the very beginning. So, rather than being a guest of the executive committee, make them a full fledged member of the top layer of the organization that's making strategic decisions. Look how long it took HR to get a seat at the table. And I can't think of organization who could look back historically and say, wow, I wish we had waited longer to bring HR into the conversation from a strategy setting. Of course not. I think organizations realize, wow, that was a huge miss. And I still think that, again I'm generalizing it but there's probably some truth to it, that DE&I does get tucked under a layer or two below where the actual decision making is happening. And if they had a seat at the table they could put some of these unnecessary fires out early on. They could actually raise the alarm, I think we're going off the rails here a little bit or losing focus. And if that's not happening, that's a real missed opportunity.

Joy Stephens: And think about what happens with that seat at the table. If you are chief diversity officer, the chief by itself means you've got direct reports, you've got a team of dedicated people. Everything that I was mentioning earlier should come with that seat at the table.

David Sarnoff: So, I'll ask the panel, putting on my executive coaching hat, what would stop an organization from doing just what you suggested?

Dr. Fritz: They don't want to.

David Robert: It goes back to what Michael said, an organization can’t do what the leaders don't want it to do.

Dr. Michael Burchell: So, this is so interesting and so timely, because actually last week I had a coaching call, David, with a chief diversity officer of a health system. Well, actually of a health system and they're going through reorganization right now. And so, the reorganization has actually combined health groups into a larger health system. So, not just the chief diversity officer for several hospitals and one system, but now merging systems, if that makes sense. And so, he was having a hard time, he actually is at the executive level for his health system, but there was no attention being paid to when this new organization forms with multiple systems, is there a CDO at that level? And he's like, how do I keep myself out of this conversation, because I feel like I should be there. But secondly, how do I actually talk about this with a CEO?

So, David is actually right on target around, it's not simply just about the value that diversity brings, but then raising that up at a level. If you're going to participate at that executive level, what is it that leadership is missing? So, people that are maybe familiar with the Johari Window. What is the blind spot? What is it that the organization is missing if we don't attend to this and what's the lost opportunity? And so, the conversation that I had with my client, my coaching client was, let's identify those things that are actually missed opportunities and lost opportunities if you don't have or there's not a seat at that table. And then what does it say to the rest of the system if diversity is not at that level. It's not being valued in quite the same way. So, let's talk about that. So, I think that, that becomes part of the conversation that needs to be happening with values and messaging and how we then communicate that more broadly.


Earlier the panel mentioned that DE&I is causing a divide. Can we expand on that?

Dr. Michael Burchell: Here's one of the things that I think for those participants on the call here that are engaged in these conversations on a regular basis, this may be the interesting paradox or dilemma that needs to be explored further. Because somewhere along the way white folks got written out of the definition of diversity. And the question becomes, how to address the issue of white people without reifying whiteness. And what I mean by that is re-centering white people as the center of the conversation and decision-making power in organizations. But create space so that the conversation around diversity includes this issue about white women and white men.

One of the most interesting things that I've seen recently is that some of the very large organizations like Hilton and Cisco and Google and some of the other organizations, they're now having conversations about, we want to continue to support our people of color and other underrepresented groups in very particular specific ways to advances them, to grow the organization. But we also want to continue to have a conversation, or not continue, but to start a different kind of conversation, particularly with white men, but with white people about what does it mean to be a white person operating in a diverse organization.

If you want to work in an anti-racist organization, what does that look like and what does that mean? And that's a very different conversation to be having then I think organizations have been even interested or willing to have up until recently. So, I think it's important, it's difficult because we don't want to, again, to reify the very structures and systems and processes that got us into this place to begin with. With white men in the power center. At the same time, how do we actually address this as diversity folks in a smart, useful, compassionate way going forward.

Joy Stephens: It goes back to the discussion earlier about training and expertise for your DE&I executives, individuals, whoever's running that. Recognizing the need to have everyone at the table. Should be table space for anyone that wants to be doing this type of work. I've come across in my circle of people who have their own unconscious biases, their own prejudices, their own restrictions based on the way they believe, et cetera, et cetera. But they're doing DE&I work. And so, I wonder how inclusive can you be when you are actively excluding another group, or you only focus on your own group. I run into that a lot as well. And that leads to that zero sum mentality. If you are doing diversity because you want somebody else's stuff, then you are just trying to replace the oppressive system.

You're not trying to really make it equitable. But if you're really focused on equity, recognize that somebody is going to win every time, it might not always be. You should celebrate everybody's successes, everybody's wins, everybody's accomplishments and not just the ones of a demographic that you're particularly interested in. That takes a lot of emotional intelligence and a lot of patience that I haven't seen always be expressed. And so, I think when we talk about the certifications and things that people do for diversity inclusion, you go to your colleges, your online training, et cetera. If you don't understand that, you have to look in the mirror and check yourself before you can check anybody else. You run the risk of not doing this very, what's the word I'm looking for, very sensitive work correctly.

Dr. Michael Burchell: And isn't that part of where the fatigue comes from, by not doing exactly what you're talking about Joy? So, if we're talking about fatigue and exhaustion that happens, I've heard people say that diversity work is worthy work but also weary work. And I think part of the reason why it's weary work is because we need to think more comprehensively, more broadly to do exactly what you're talking about Joy.

David Sarnoff: And Michael, if I could just add to what you and Joy have said, because you reinforce that this is complex work. And to Jesse Singal's essay, he focuses primarily, in my opinion, on racial diversity, equity and inclusion. Does not go into a deep dive on LGBTQ, on neurodivergent people. I went to a panel at the now PDI conference on accessibility. That is nowhere near getting the exposure and discussion as a lot of other topics, but it's equally vitally important as many of the things we discussed today. So, it's a global approach I think what everybody is saying and not just focusing on one constituency, which is where it can derail your program.

Dr. Fritz: I get energized by these conversations by the way. So, I love being on the panel. And I work with the people that are on this panel and we have these conversations on a regular basis. We may interact with a client or work on a new project and we talk about the stuff that is not only coming up with the client but really coming up within ourselves. We give each other support. And I encourage if you come to these sorts of things and you listen to this information, we are available to talk to and other people who do this work are also available to talk to. I'd like to highlight that when things are going well, when I am not de-energized, it's when I am doing just what I'm talking about right now. Which is communicating, speaking with and working with people that have different ideas from I and we're working together to crowdsource our ideas together to do this work. No one person has it. We all need to work together. We need to continue to tap into each other's motivations and learn about each other's motivations in doing this work.


We constantly read about looming economic downturn. We hear layoffs in technology and law and other industries. And I saw that there was an article in Essence magazine and the title was, tech companies are quietly defunding diversity pledges and industry layoffs are hitting black and brown workers hardest. So, in light of a limited amount or a finite amount of resources allocated to all programs initiatives and there's competition from other leaders within an organization to have their programs funded, what would you advise people who are advocating for resources and support for their diversity equity and inclusion initiatives while they're competing with other initiatives?

David Sarnoff:  And as we're coming up on time, I want to be respectful of our panelists and attendees. If we could just go around and give a brief takeaway or comment as a result of what I thought was an enlightening, insightful dialogue. Fritz, can we start with you? Something that stood out.

Dr. Fritz: I want to again acknowledge that this work is long and it's a long iterative process. That it requires us to be committed, to collaborate. For us to look at this from many different angles. From the critique or as we started with the article, to talking to each other amongst ourselves, the people who do this work to keep ourselves going to practice as David Robert mentioned before, talking to each other about what we've learned and sharing that with one another so we can keep driving the process forward.

Dr. Michael Burchell: So, I love working with the colleagues that I see on this panel. All the folks that you see on this panel are committed, caring, passionate and expert in this space. They do a lot of important work. And I think it does require sometimes some outside in thinking around how to address issues of opportunity, of fatigue, of challenge. And it may not necessarily be the folks on this panel, but there are lots of people in organizations that are engaged in this work. And so, to make sure that you're reaching out above and beyond, just your own world, but to connect with others like the folks on this panel or others similarly situated, I think is really, really important.

Joy Stephens: Two quick things. As we're talking about, Michael, you mentioned how much you like working with this group and I just did a quick numbers like this. Seven different types of diversity on the five people that you see here. So, it can be done and it can be done successfully. And I think we love working with each other. And so, here's an example of what it could look like. And the other thing I want to say, I want everyone to remember, I'm going to paraphrase from educational division, each one teach one. I would like to say each one, reach one. Because as we talk about fatigue and maintaining that momentum, if you want to help your diversity team out there, help them for real, spread the message. Don't rely on them to be the only ones to say something. Don't back them up after the meeting is over, back them up in the meeting. Be like that and it will help, again, give them the energy to keep this going.

David Robert: Well, it's hard to follow Fritz and Michael and Joy, but I would say that be realistic in how long this work actually takes to see meaningful progress. I think of this work as being a teacher. You plant seeds for future benefit. And so, those who are trying to criticize the process or poke holes in the methodology or the approach because they don't see what they think they should be seeing at this point, I think you have to push back on those voices because it's unreasonable to expect a fully blown maple tree because you planted the seed last month. And I think oftentimes we don't call out those unrealistic expectations in terms of how long this work takes to actually yield fruit. So, that's my big takeaway.

David Sarnoff: Thank you so much David. And thank you panelists. Grateful for you being here today and sharing your insights and perspectives. It was highly educational for me. Thank you. And thank you to all the attendees. Our next session will be sometime in March. We will get the word out. Again, please feel free to follow up with us with your questions. Our emails are on the website loebleadership.com. Feel free to connect and follow with us on LinkedIn. And I did want to get to an allyship conversation today, that will wait for the next panel, but so many other things to talk about. Thank you so much. And we'll stick around for a minute or two if people want to put questions in the chat. Otherwise, have a great rest of your week. And best of luck on your diversity equity and inclusion initiatives for 2023.


Joy Stephens:  Just while we're waiting on a couple questions, I'm just thinking about the thumbs up and the peace sign and everything. And I remember when, I want to say it was Facebook, first started putting in shaded thumbs up or peace sign or whatever, how very, very excited we all were. We were all like, they got a brown peace sign. I'm going to use it every day. And it led to more people wanting to see it. I remember when, I can't remember the company because it wasn't the preeminent name, but some company put out a bandage that was brown. And this one guy tweeted about, I finally have a bandage to match my skin tone for the first time in 40 years since I've been alive.

And the increase in that particular company's revenue that year skyrocketed. Rihanna and Fenty makeup. And making sure that she had tones that matched every skin color and I mean every, if you go to, none of you all probably will, but if you go to Sephora and see her lineup, it's a hundred or so individual shades. And now other people are recognizing that, that market exists. And all of these could be construed as capitalist funded diversity efforts.

Dr. Michael Burchell: Yeah, absolutely. One of the best things that affinity or ERG groups can do is actually become business partners to businesses around how to think more broadly and inclusively about their client or customer base. A lot more has happened in the last decade. I remember growing up and now like the bandaid and stuff. So, it's great to see. We should be thinking about, it's not all people look like me. Pasty white people. [inaudible 01:06:14].

David Robert: There's an evolution that has to happen. I think, again, much like other DE&I efforts, I think a lot of organizations want affinity groups to be business groups right from the onset. And there's a whole iterative process that has to happen. And you can't jump over some of those steps. But I totally agree with you.

Dr. Fritz: I've worked with ERG groups who approached that from a mandate and that didn't work out too well, where they're being tasked with the job as opposed to there being created a process where they would want to be part of that process.

David Robert:  Then you have the flip. No I'm not, well, maybe I'm judging, but you have a governor of a particular state who's actually trying to force universities to hand over data on gender fluid groups and LGBTQ groups and the colleges are like, are you out of your mind? And he's apparently trying to do this under the guise of research. To me, that makes it less likely for those universities to benefit from having those resource groups, because people will be afraid. But I think this work isn't always linear. It rarely is. And sometimes it's two steps forward, half step back with a step to the side, another step forward, which also adds to the fatigue.

Contact Loeb Leadership today.

Previous
Previous

How To Plan a Team Retreat – Part 2: Retreats for Senior Leadership and Executives

Next
Next

How To Plan a Team Retreat – Part 1: Why Retreats Matter in 2023