Round4TrackA:BestPrac4ce:CustomizingERGStructuresand

IncreasingMemberEngagementFACILITATOR:CarolWatson/SeniorDirector,GlobalMemberEngagement/DiversityBestPrac:cesPRESENTERS:JasonGong/DiversityProgramsSpecialist/PinterestJus4nRobichaudKnepper/VicePresident,BusinessProgramManager–SmallMediumEnterprises/BankoftheWest(Chair&Founder,OUTWestLGBTAResourceGroup)

CustomizingERGStructuresandIncreasingMemberEngagement

JasonGong,DiversityProgramSpecialistPinterest

“We’retryingtobuildacatalogofideasfortheen4reworld.It’sonlyasgoodasthediversityofideasinsideit.”

OurPhilosophy

1.Startearly.2.Developkeypartnerships+programs.3.Embracetransparency.

ALiXleHistory…startearly.

• Foundedin2010byBenSilberman&EvanSharp• TracyChoujoins2011• “Wherearethenumbers?”-October2013• Pinterestreleasefirstdemographicdiversityreport-July2014• Pinterestsetspublicdiversityhiringgoals-July2015• PinteresthiresfirstHeadofDiversity,CandiceMorgan-January2016

KeyPartnershipsandPrograms

• Broadentalentpoolbyac4velyseekingcandidateswithnon-tradi4onaltechbackgroundsi.e.bootcamps,self-taught,non-coreschools,etc.)• Buildacommunityofcommuni4esinternallytopromoteeduca4onandfacilitateemployeeengagementandinclusion.• ConductworkforceresearchtobeXerunderstandbarrierstoinclusionandtestinterven4onstrategies.• Sharewhatwelearn.

TransparencyandAccountability

• HiringRateGoalsfor2016:• Engineeringroles:

• 30%female• 8%underrepresentedethnicbackgrounds

• Non-engineeringroles:• 12%underrepresentedethnicbackgrounds.

• Ensureatleast1personfromanunderrepresentedbackgroundand1femalecandidateisinterviewedforeveryopenleadershipposi4on.

EmployeeCommuni4es@Pinterest-DrivingImpactThroughInclusion

PinterestCommuni4es:BlackboardWomen@PinwheelsVets@

AreasofFocus:BusinessAlignment-recrui4ng,plagormdesign,userinterfaceandexperienceDevelopmentandReten4on-Careergrowth,mentoring,cross-func4onalprogramandprojectmanagement,leadershipdevelopmentCultureandCommunity-educa4on,awareness,empathy,policy,philanthropy

BuildingCommunityandSustainingMomentum

•  Membership•  Leveragecorporatecommunica:onsteamtosecureresourcingandaccesstointernalandexternalcommschannels

•  Resources•  Execu:vesponsorscommitcapitaltosupportemployeecommunitygoalsandstrategy

•  BusinessAlignment•  Allexecu:vesponsorsarebusinessleaderswhoseinsightsdirectlyinformstrategythatdrivesimpacti.e.design,engineering,

recrui:ng,etc.•  Influence

•  Execu:vesponsorsadvocatefortheEmployeeCommuni:estheysupportandac:velyengagemanagementteampeersindiscussionsregardingUnconsciousBias,GrowthMindsetandaccountabilityachievingourhiringgoals

AligningforImpact •  Monthlyleadandreferralgenera:on.

•  Alignmentwithengineeringandbusinessrecrui:ngtoiden:fytargetedandstrategicreferralopportuni:es.

•  Industryexperiencedandcampusrecruitmentsupport.

•  Engagementthroughoutcandidatelifecycle-outreach,interviewsandclosing.

AllEmployeeCommuni:eshaveestablishedemployeereferralandleadgoalsalignedwithcompanyhiringgoalsforemployeesfromunderrepresentedbackgrounds.

ThankYou!

Ques4ons?Email:jgong@pinterest.com

CustomizingERGStructuresandIncreasingMemberEngagement

Jus4nKnepper,VP–ERGFounder&ChairBankoftheWest

Presenter

Jus4nKnepperVicePresident–ERGFounder&Chair,OUTWestLGBTAResourceGroupOver20yearsofmanagement,programdevelopment, thought leadershipandcommunica:onsexper:se,withahistory of developing programs and managing projects with unique innova:on to achieve company goals. Anexplorerandchange-agentatheart,hasalwayssoughtopportuni:estoengagecolleaguesinuniqueandculturaldevelopment ac:vi:es, to include the founding of two separate Employee Resource Groups. As a writer, he ispursuing a variety of projects, to include a self-published novel, screenplay and development of a leadershipmanagementbookbasedonhisLGBTAleadershipexperienceandinsights.

KeystoSuccessCOMMUNICATIONLEADERSHIPThisincludesawidearrayofchannels,formatsandcontent.

ü  LGBTEduca:on

ü  Interviews

ü  News

ü  Resources(internalandexternal)

ü  Execu:veManagement

ü  ERGLeadership

ü  Chapter/Geo-CouncilAmbassadors

ü  BusinessUnitManagement

Managingupversusdownandnaviga:ngthecorporatepoli:cs.

RESOURCESDiscussanddetermineyourcurrentandpoten:alresourcesforERGdevelopmentanddelivery.

ü  Onlinevs.In-Person

ü  BusinessPartners(internal)

ü  KnowledgeExperts(external)

SeniorManagementPresenta4onKickingthemoutoftheCorporateCloset,thiseventpresentedtheopportunityforOUTWestleadershiptospeaktoagroupofseniorexecu:vesaboutwhoweare,whatwedo,andwhyitisdifferentfromallotherERG’s.

TELLUSLGBTASurveyUncoveringthegood,thebad,andtheugly,thisfirstsurveyprovidedawakeupcalloftherealityofwhatouremployeesthoughtandopinionsonwhatweshouldbedoing.InsupportofourLGBTAemployees.

FilmScreeningandFundraiserBringingtogetherthecommunityforeduca:on,celebra:onandfundraisingatthisuniqueandsuccessfulfilmscreeningeventofanewdocumentaryabouttheAIDSQuilt,thatincludedtheProducer/Directorofthefilm,benefi:ngalocalAIDSorganiza:on.

WhatWeDidToEngage…

UnderstandingMo4va4on

LeadersDrivenbyexposure,skillbuildingandsenseofpride.Needtohavededica:ontogo“aboveandbeyond”for the group, while maintaining quality jobperformance. Understands the balance betweentheir“dayjob”andtheir“gayjob”.

Audience(Members)Driven by relevance and inspira:on. Want tofeelapartoftheglobalandlocalini:a:ves,andknowthattheirvoiceisheard. Alsolookingtoconnectwiththecommunityand/orclients.

LeadershipEssen4alsRemember,thesearecorporate“volunteers”thatarenotdirectlyaccountabletotheERG,thereforeawarenessandsensi:vityinaddressingpar:cipa:onissuesshouldbemanagedwithempathyandacknowledgementofother“job”responsibili4esthatmayhaveimpededleadersfromprovidingthesupporttheywantedtocontribute.

Therearemul:plewaystoestablishanddriveaccountabilityofleaders.q  EnsureacknowledgementtoSeniorManagementofworkcompletedq  Provideexposure/accesstoSeniorManagementq  Leveragetheirspecificskill-setandtargettheirpassionq  Establish:melines,beflexiblewhileensuringcon:ngencyplanning(forcri:calitems)q  Assignmentors(fornewLeaders)tosharebestprac:cesandexperienceinmanagingERG

tasksandresponsibili:esq  Betransparentwith:mecommitmentsrequired(mee:ngs,off-siteevents,follow-up

ac:vi:es,etc.)

THEACCOUNTABILITY

COMMUNICATION§  LGBTEduca:on

ü  Currenttopicsandissues

ü  Localorganiza:ons/eventsü  Historyandicons

§  Interviewsü  Internalleadersandmembersü  Communityleaders

ü  LGBTOrganiza:onalLeaders

§  Newsü  Currenteventsandpoli:csü  Comingoutstories

ü  History,interviews,events,etc.

§  Resources(internalandexternal)ü  ERGandHumanResourcesü  CommunityLGBTGroups/

Organiza:ons

ü  OnlineLGBTResourcesü  LGBTLeadersandMembers

ContentisKingRelevant and 4mely content delivered viamul4ple channels is key to a successful communica:onsstrategy. Communica:ons can be defined in many ways and delivered in a variety of formats, thusconsistency in your overall messaging and maximiza:on of communica:ons channels will enableincreasedengagementofemployees.

Email

IntranetSite

eNewsleeer

WebEx/Webcasts

eLearning

Teleconference

In-PersonMee:ngs

WebEx/Webcasts

Mixers

Forums/Panels

Newsleeers

Flyers

ResourceGuides

Banners

T-Shirts

Communica4onEssen4alSTATIC

FRESH

Lists:SharingLGBTAlis:ngsofinternalandexternalresourcesites.

Statements/Facts:Placingkeymessages,suchasMission/VisionStatements,andrelevantgroup/communitydata.

Contacts:Providingcontactinforma:onandresourcestoengageemployeesforfurtherdialogueandpar:cipa:onensureauthen:cityandpersonaliza:onofthegroup.

Stories:Highlightsandin-depthar:clesaboutrecentevents(internalandexternal)thatalignwithyouroverallmission/vision.

Series:Modules/seriesofeduca:onalcontent(viaemail,ar:cles,WebEx,in-person,etc.)thatarerelevantandcurrent,aligningwithLGBTAtopics/issues.

Panels/Forums:Engagingvialiveeventss:mulatesexploratoryconversa:onsandfeedbackloopsessen:altoauthen:cengagement.

Emaildistribu:ontoERGMembersand/orERGsummitsandworkshopsthatseekstoengageandinformmembersatanindividuallevel.

INFORMAL

Intranetar:clesandpresenta:ons(byERGLeaders)thatproviderepor:ng,ini:a:veupdatesand/orrecapofaccomplishments.

FORMAL

IngredientsforEngagement

TOPICSTOUR POLITICALLYCORRECT GETTINGPERSONAL FUELACTIONo  LGBTEduca:ono  LGBTCommunityResourceso  LGBTExperts/Speakerso  WorkplaceRightso  VolunteerOpportuni:eso  LeadershipOpportuni:es

o  CurrentLGBTLegalHighlightso  RecentPoli:calWinso  ResourcesforLGBTPoli:calEduca:ono  CompanystanceonLGBTissues

o  LGBTEmployeeBios/Interviewso  LGBTVolunteerEventRecapo  LocalHeroes/Leaderso  EmployeeLGBTSurveys

o  CallforLeaderso  CallforIdeaso  EventRecommenda:onso  InviteCommunityStorieso  ReferenceERGContacts&Resources

ShareYourStory

COMMUNITY ENGAGEMENT ERG PARTNERSHIP

EMPLOYEE ENGAGEMENT COMMUNITY ENGAGEMENT

EMPLOYEE EDUCATION EMPLOYEE ENGAGEMENT

Resources&Channelsü  Whoareyourexperts?Leveragingexis4ngexperts.

•  Currentcommunitypartnersandorganiza:ons•  Knownspeakersandmovementleaders•  Academicprofessionals•  Personallyknown(throughERGnetwork–Family,

friends,colleaguesü  Ensuringprofessionalismandaccuracy.

•  Cross-checkyourresourcesandreferences•  Validateresource/expertwithknownchannel/

authority•  Conductreview/interviewofmaterial/person(s)

beforefullyengagingü  ShelfLifeQC.

•  Determineshelf-lifeofcontent•  Schedulereviewofmaterial•  U:lizemul:plereviewers/approvers

Communica4ons&Marke4ng Sponsorships&Philanthropy

PeerERGLeaders BusinessUnitLeaders/Management

•  CorporateCommunica:onscanbeastrongallyingegngyourmessageouttotheemployeesand/ormedia.•  Whatisthecommunica:onplahormavailable?•  Cantheyhelpwrite/developcontent?

•  Marke:ngisakeycomponenttoensurebrandingadherence.•  Cantheyprovideassets(logos,banners,etc.)?•  CanyourERGinformthecompanymarke:ng

strategy?

•  CommunityAffairs(ortheequivalent)isgreatresourcetofindappropriatevolunteeropportuni:esandnon-profitorganiza:onstopartnerwith.•  Isthereavolunteerstrackingplahorm?•  IsthereanyCorporateGrants/Sponsorshipsto

alignwith?•  Anyconnec:onswithkeyboards/community

centers?

•  CombiningresourceswithpeerERG’scanresultinbiggereventsandincreasedimpact.

•  Iden:fycommoncausesorcommuni:es(i.e.APIWellnessCenterofSF)thatprovidespartnershipopportuni:es.

•  LearnfromexperienceERGleaders.

•  Powerfulpartners(andadvocates)mayalreadyexistwithinyourorganiza:on.

•  Engagethemtoaccesstheiremployees(emails,mee:ngs,etc.)

•  Invitethemtobeguestspeakers(orspecialaeendees)toyourevents.

•  Leveragetheirinfluencetobuildyournetworkandshareyourmission.

CustomizingERGStructuresandIncreasingMemberEngagement

Jus4nKnepper,VP–ERGFounder&ChairBankoftheWest