Monitoring and reporting checklist

In order to successfully monitor the diversity profile of your workforce, you should have considered and be able to clearly define:

Which:

• questions you want the data to answer
• sources of help and support are available
• data you will collect

How:

• the data will be used
• the data will be collected and stored
• you will communicate to gain trust and understanding from all sections of the workforce
• ongoing collection and analysis will be supported
• you will ensure that individuals cannot be identified from published data
• you can guarantee the security of the data and that you are compliant with the Data Protection Act
• the impact of new initiatives/policies/activities will be monitored

Who:

• the senior level sponsor for equality monitoring is
• will collect the data and follow up on incomplete data
• will be responsible for giving help and advice on monitoring
• will analyse the data
• will report on the collected data and to whom
• will use the reports and how

What:

• systems will need to be in place to guarantee confidentiality and meet data security requirements
• changes will be needed to IT systems and/or forms
• additional resources will be required

Whether:

• you will initially identify pilot projects and if so, who will support them
• data from more than one source can be combined to answer questions and they can be designed for compatibility