Checklist

Inclusion, Equity & Belonging Checklist

An actionable, team-ready checklist to audit everyday practices that shape inclusion, equity, and belonging. Use it as a lightweight audit, save responses, and capture prioritized next steps.

Interactive Tool

Inclusion, Equity & Belonging Checklist

Use this checklist to quickly audit team practices that affect inclusion, equitable opportunity, and belonging. Answer yes/no where appropriate and add notes or actions where helpful. Save results to track progress over time or compare across teams.

Your name

Who is completing this checklist? Use a role if you prefer to remain anonymous.

Team / Department

Which team, unit, or location is being assessed?

Date

YYYY-MM-DD or flexible date format.

--- Language & Communication ---

Section header (read-only guidance).

Communications use inclusive language (written and spoken).

Examples: avoiding gendered assumptions, accessible phrasing, alternatives to exclusive jargon.

Notes or examples (language)

Optional: cite phrases to change or positive examples to reinforce.

--- Meetings & Decision Practices ---

Meetings are scheduled and run to include diverse needs (timing, accessibility, agenda shared in advance).

Consider timezones, accessibility tools, clear agendas, and round-robin speaking opportunities.

Decision-making criteria and who decides are documented and visible.

Transparency reduces perceptions of favoritism and supports fair input.

Notes or quick actions (meetings)

--- Hiring & Representation ---

Job postings and role descriptions use inclusive language and focus on essential criteria.

Avoid unnecessary degree or experience requirements that limit diverse applicants.

Recruiting reaches diverse talent pools and networks.

Examples: community partners, affinity networks, varied job boards.

Interviews use structured guides or rubrics to reduce bias.

Structured interviews improve fairness and comparability across candidates.

Notes or quick actions (hiring)

--- Career Progression & Development ---

Promotion and pay criteria are documented, consistent, and accessible.

Employees should understand what success and advancement look like.

Learning, mentoring, and stretch opportunities are equitably available.

Track who receives opportunities and remove informal gatekeeping.

Notes or quick actions (career)

--- Performance, Evaluation & Bias Mitigation ---

Performance evaluations use documented rubrics and multi-rater input where feasible.

Structured rubrics reduce subjective bias.

Managers regularly calibrate ratings to align standards across teams.

Notes or quick actions (evaluations)

--- Policies, Metrics & Accountability ---

Formal policies or guiding principles for inclusion and equity exist and are accessible.

Key metrics (representation, hiring funnels, promotion rates, pay equity) are tracked and reviewed.

Tracking enables diagnosis and targeted action.

Identified gaps have assigned owners, timelines, and measurable actions.

Notes or quick actions (policy & metrics)

--- Learning, Reporting & Psychological Safety ---

Teams have access to learning and coaching on inclusive behaviors and bias awareness.

There are safe, trusted channels to report exclusionary behavior and learn from incidents.

Notes or quick actions (learning & reporting)

Overall readiness: How confident are you that this team consistently practices inclusion and equity?

1 = Not confident, 5 = Very confident

1.0 10.0

Top 3 prioritized actions

List up to three actions the team should take next (owner and target date if known).

Resources requested

Select any resources the team would find helpful.

Training / workshops

Practical toolkit (job posting templates, rubrics)

Help tracking metrics / dashboards

Access to coaching or facilitation

You can explore this tool now. Sign in or create an account to save your responses and return to them later.

Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.

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Inclusion, Equity & Belonging Checklist

Inclusion, Equity & Belonging Checklist

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