Materials

Pulsely offers detailed Implementation Guides as well as templates you will need during your project. Please see the relevant implementation guide for each step of the way.
Take a look at the Communications Templates, in particular. This is often the most overwhelming piece and we have taken the pain away. You don’t have to worry about which communications are needed or how to structure the messages; we will walk you through the process and provide templates for each communication needed, step-by-step.

1

Guide

Get Leadership on Board

Getting your senior leaders involved with the Pulsely project is critical for success. Even if you don't require senior leader approval to launch Pulsely, executive championship is necessary for the organization to prioritize this project and the resulting action plan.

2

Guide

Host your Internal Launch Meeting

In addition to engaging your leadership team, you will want to engage stakeholders from across your organization. This level of involvement is critical for broader change management as well as building support more broadly across the company. In essence, you are trying to create a steering committee for this project but also to build momentum for your DEI actions that result.

3

Guide

Build your Project Plan

You have a lot on your plate already and you turned to Pulsely for a simplified solution. The implementation of Pulsely is straightforward but will require support from your team internally. We have built this project plan to help you anticipate what resources are needed on your end and to enable you to keep track of the tasks required each week to manage your timeline.

4

Guide

Privacy Policy

Pulsely is a DEI data and analytics tool that reveals actionable insights for organizations in order to create a more inclusive workplace for all. Pulsely will use surveys to collect employee responses and then interpret the data to provide the organization with insights based on Diversity, Equity, and Inclusion metrics. These insights will guide the organization in addressing employee challenges that impact business performance. Pulsely is committed to ensuring the anonymity of employee responses, only disclosing data when there is no risk of employee identification, either explicity or implicitly.

5

Guide

Build a Communications Plan

The foundation of an inclusive organization is a culture of trust and transparency. And, depending on your company culture, it doesn’t hurt to have a little fun as well. Our communications guide will incorporate all the information that employees need to understand how Pulsely impacts them personally, as well as how this project supports your business performance.

6

Guide

Data Decisions

In this step, we ask that you and your internal team discuss what you hope to determine with this survey and whether the open-end and demographic questions included will provide the insights you need.

Pulsely Inclusion Framework

Pulsely’s Inclusion survey measures employee agreement/disagreement with statements about their own workplace experiences as well as attitudes and beliefs regarding inclusion. These statements are based on our scientific framework that relies on the latest Diversity, Equity and Inclusion (DEI) research.

Presentation Template for Leadership Discussion

This template is helpful for planning your Leadership Discussion. Customize as you see fit.

Presentation Template for Internal Launch Meeting

This template is helpful for planning your Internal Launch Meeting. Customize as you see fit.

Sample - Pulsely Workplace Inclusion Diagnostic Full Report

The Workplace Inclusion Diagnostic Report is a deep analysis of inclusion across your demographic groups and identifies the groups that your organization is at-risk of underutilizing, along with the specific challenges they face and relevant recommendations for action.

Sample - Pulsely Inclusion Competencies Report

The Inclusion Competencies Report analyzes the attitudes and beliefs of your employees that shape the culture of inclusion.

Sample - Pulsely DEI Diagnostic Topline Report

The Topline Report summarizes main findings across both the Workplace Inclusion and Inclusion Competencies reports. This report is most often used in discussions with business leaders.

Sample - Pulsely Organizational Systems DEI Self-Assessment

The Organizational Self-Assessment Report is evaluation of your company’s structures, processes, policies, and programs. It helps you implement new initiatives in a deliberate and manageable way.

Sample - Pulsely DEI Diagnostic Leadership Pipeline Analysis

The Leadership Pipeline Analysis Report identifies gaps in proportional progression among your employee groups and where the leaks are in the pipeline to leadership. It analyzes data on hiring, promotion rates, and attrition over 2-3 years that allows you to pinpoint your greatest opportunities to achieve more proportional representation or gender balance.

Sample - Pulsely DEI Diversity Analysis

The Diversity Analysis Report is a robust assessment of your company’s Diversity status.

1. Email to Line Managers

FROM the Top (CEO/Executives).
TIMING One week before all-staff email.
This communication is recommended.

2. To Full Organization

FROM the Top (CEO/Executives).
TIMING One week prior to the survey.
This communication is required.

3. Survey Announcement

FROM Project Owner within client organization: DEI/HR Manager.
TIMING One day prior to the survey.
This communication is required.

4. Invitation with Survey Access

FROM Employer.
TIMING Day of the survey Launch.
This communication is required.

5. First Reminder

FROM Employer to all employees regardless of response/non-response.
TIMING One week after the survey launch.
This communication is recommended.

6. During Survey (If needed)

FROM Business Line Leader (if necessary to increase engagement and participation) to Department/Team.
TIMING If needed, one day after reminder message.
This communication is optional.

7. Final Reminder

FROM Employer to all employees regardless of response/non-response.
TIMING The day before the survey closes.
This communication is recommended.

8. Post-Survey "Thank You"

FROM Employer.
TIMING One week after survey close.
This communication is recommended.

9. Highlight of Results

FROM Employer to all Staff.
TIMING After leadership review; within weeks of survey completion.
This communication is recommended.

10. Communicate Strategy and Accountability

FROM Employer to all Staff.
TIMING After presenting the action plan to leadership team and ensuring entire senior leadership team is on board.
This communications is recommended.