Inclusive change leadership and why it matters

Introduction
Generally speaking the [Australian] culture I live in is pretty inclusive. Of course, biases are present and there acts of intentional exclusion. 

When I was DCJ DEN Chair [11/2016. to 3/2020] I made a point to the then Secretary that there was an abundance of good will in the department, and we should aim to tap it. It wasn’t that people were not responsive to disability inclusion as much as not being habituated to thinking inclusively. I was committed to engaging with that goodwill.

There’s a trend toward greater inclusivity, but, as ever, demand exceeds supply. Those in need are justly impatient. But that impatience must not become cranky. There are smarter ways of making good change happen. Blaming people for not ‘getting it’ doesn’t work. Having a sense that one is on the right side of the moral fence – and there are others who appear morally defective – is destructive.

Contemporary workplace data tells us that staff members are under pressure just dealing with business as usual. Many also have private life demands and dramas that decrease the cognitive and emotional bandwidth they have to process changes in perception and behaviour that foster greater inclusion – even if they want to.

We all want to be as good as we imagine we could be, but we have only so much capacity to modify our behaviour in the blizzard of demands upon us.

Inclusion advocates must work smarter. They can work harder too, but if they are not working smarter that will be energy wasted.

We are always better off reinforcing positive behaviour than punishing bad behaviour. This is a fundamental insight. Being nice and being kind gets better results than being cranky – even if there is apparent justification.

This post has been inspired by Michael Morris’ Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together. Studies in evolutionary, cultural, and social psychology are helping us re-imagine what we thought we knew about making good change happen.

Today there’s an ever-growing wealth of insights for leaders of positive inclusive change efforts to tap into. It’s a constantly evolving area of inquiry. Below I want to reflect on some of the challenges leaders face.

An historical perspective

Depending on your age, your sense of how fast things are changing will have a different perspective.

The Australian community has been evolving toward greater inclusivity since the period after WW2 which saw refugees from war-ravaged Europe come here up to the present. Things have been helped along by movements and campaigns, and by generational change. This is as well as legislation and policies. It has been a multi-faceted and collective effort. 

I marched or protested for the rights of women, gays [it was called Gay Rights back then], and Aboriginal people in the late 1960s and early 1970s. Because I grew up in a community full of post WW2 migrants I didn’t have any problems with multiculturalism. My parents did. They were immigrants from the UK, as was I. They didn’t eat foreign food. At my 2ndwedding my mother eyed a plate of French vegetables suspiciously. She earnestly, in a whisper, asked me whether they were “safe to eat.”

My serious interest in disability developed in the early 1990s when I started working with the NSW Department of Community Services [DOCS]. I had been involved with people with disability since back in the early 1970s when I worked in psychiatric hospitals and in several roles after. But DOCS introduced me to the political dimension.

Over that time, I have seen the introduction of legislation, and the development of policies, designed to reduce discrimination. In the 1980s I was working in the Commonwealth Employment Service when legislation against discrimination in employment came into force – and we had to introduce our business owner clients to it. That was a fun thing to do in a rural community already fed up with ‘hippies’.

When you have a perspective spanning 6 decades you have a sense of definite change rolling out slowly. That’s evolution for you.

Some cultures and communities have remained steadfastly determined to perpetuate divisive and discriminatory values and practices. But they are in the minority. Recent trends suggest a backlash has been manifesting. While that’s true to some extent, we need to reflect on whether the ‘good guys’ are not part of the reason.

I think we have been working harder, but not smarter. We have been relying on ‘truths’ that no longer stand up to contemporary evidence. We need new truths. Scholarship has provided what we need. But we need to take the time to discover it.

Change leadership

Whether one is an ERG lead or a member of a business unit’s leadership team, or an executive leader change is a constant theme. There are always external factors necessitating internal adaptation. And there are always internal factors demanding further adaption.

One of those factors is social change as values and expectations evolve. The welfare of staff isn’t just a WHS concern. It can determine who stays, and who seeks to join the organisation – ultimately influencing its culture and its ability to perform in conformity with its mission. In the private sector this can be a matter of life or death in the marketplace.

The public sector is very different. This is something we don’t reflect on deeply enough. Departments don’t go bust, and there’s always a steady stream of candidates for vacant positions. The organisational mission is the public good delivered to an acceptable degree. Instead of profit, strong principles and high standards of thought and behaviour are intended. That’s on a macro level.

On the micro level of individual self-interest, for many staff members the reality is that their job is just that – a job. Their focus is on meeting the requirements of their role so they can keep their job, pay their bills, realise their ambitions/dreams, and sustain their families to the best of their ability. 

This places leaders in an interesting position. They have the same imperatives as other staff plus a need to navigate the complexities generated by the forces of change. For-profit businesses have an imperative to invest in supporting internal leaders to be effective change leaders. This isn’t uniformly the case in the public sector for a variety of reasons that I won’t explore here.

I want to focus the reader’s attention on two key ideas:

  1. Any role having to do with leading change is complex and challenging.
  2. The resources and support to perform in the role well may not necessarily be offered or available.

ERGs are about change

It is worthwhile reminding the reader that ERG is Employee Resource Group. Let’s focus on resource – for what? If it has anything to do with BAU that’s paid work. ERGs are substantially voluntary – so to do what?

Its to change something in the organisation that the organisation can’t do without voluntary assistance – and that change is to the benefit of the staff [especially ERG members]. What could be that difficult?

Let’s establish the insight that an organisation needs its staff to volunteer to deliver change that is necessary and desirable. That must be complex and/or difficult. It is also a clear admission that the organisation knows it can’t achieve its objective with its own ‘professional’ resources.

I want to appear to digress for a moment. There is legislation, with related policies, that require changes to the way organisations behave. However, governments do not resource agencies to comply with these requirements at a paid professional capacity. Why would you need volunteers otherwise?

I think there are two reasons for this. The first is governments are still operating on the ‘cognitive silver bullet’ theory which assumes that humans are ‘rational actors’ who adapt their behaviours to information. This has never been true outside the fantasy of hardline reason fanboys. The second is that government agencies have not developed a cogent argument against this position because [a] they believe the same theory, and [b] they haven’t taken the opportunity to become deeply informed on what the reality is.

The response is to hope that a body of motivated and self-interested but not necessarily well-informed staff might have the solution. What they can do is articulate what their needs are. But if that was the nub of the problem a few consultations and a couple of surveys would be ‘job done’. Plainly that’s not the case.  Maybe these volunteer staff could offer insights into what the real problem is?

So, let’s be clear. Driving necessary organisational behavioural and cultural change to create a reality that inclusion and diversity ideals are manifest across an organisation is a hugely difficult and complex challenge. And of course, a bunch of enthusiastic volunteers are going to provide the solution. No?

This is hard work – but it must be done

I quit fulltime work on 10 June 2021. I had quit the DEN Chair role in March the year before and had devoted my time to working on my department’s Disability Inclusion Action Plan [DIAP]. My unexpected elevation to DEN Chair in November 2018 made me a member of the DIAP implementation committee. That was a firsthand exposure to how complex the whole Disability Inclusion business is. That experience profoundly influenced how I operated as DEN Chair.

For 18 months after I left fulltime work, I researched Disability Inclusion in particular, and Inclusion in general for 18 months – putting in at least 4 hours a day, sometimes 7 days a week. I finally had the time to catch up on stuff I wished I had known earlier.

It was obvious that Disability Inclusion was more complex than a DEI team could manage, but why was this the case? Changing human behaviour has always been problematic. One of the reasons we invented religion was to do that. That’s worked a bit, it also generated more unforeseen problems that we are still arguing over.

Changing behaviour in an organisational context in response to evolving cultural values and expectations adds new flavours to the challenge. This is especially so in the public sector where there an expectation that agencies funded by public money reflect and honour the evolving level of diversity in the communities they serve – and which fund them.

We have legislation, policies and programs but our culture prefers persuasion rather than enforcement. This is a kind and inclusive approach, but it just multiplies the level of difficulty beyond the scope well-intentioned amateurs.

I have elsewhere argued that member elections are not a reliable guide to getting the best leader, and here I want to affirm that ERG leadership roles are complex and demanding and require knowledge and skill. It would be a very good thing if those supporting the ERG were similarly knowledgeable and skilled. I should also reaffirm that this is collaborative work – ERG professional, DEI professional, and organisational leadership professional.

I think an intentional, planned, and supported approach to ERG leadership is essential if ERGs are to meet the potential that is implicit in their formation. 

ERG leaders must be supported to grow their skills in the same way as any other professional role. This is especially so because the job is implicitly beyond what the organisation can manage without volunteer support. And here’s the paradox – the hardest job is easily least supported.

Conclusion

Change is a constant challenge these days. Sometimes it is exhausting. Sometimes it seems pointless. But making our workplaces more inclusive and safer is an objective we cannot responsibly resile from.

The only reason an ERG exists is that it is assumed to play a vital role in attaining a goal that is beneficial to everyone involved. It is implicitly understood that getting to that goal is very difficult.  I was a founding member of what is now the DCJ DEN. Its inaugural meeting was in July 2010. That’s over 14 years ago now. And still not mission accomplished. The equal rights movements I participated in in the late 1960s and early 1970s can report the same thing – still not mission accomplished. 

Nevertheless, we have come a long way with Disability Inclusion – and all the other equal rights causes can say the same thing. We are getting there. But even [nice and kind] people of goodwill are slow to adapt. It isn’t intentional resistance, just the nature of who we are.

This is good work. We are making progress. But, like any field, we can do far better if we are skilled and knowledgeable.

Here’s my challenge to ERG Leads, Champions and Executive Sponsors – answer these questions quickly:

  • Why does the ERG exist – what lack in organisational capacity is it supposed to fill?
  • What exactly is the volunteer ERG meant to do that the organisation’s paid staff can’t?
  • What tangible outcomes from ERG activities are expected/desired from all stakeholders -and do they align?

I think ERGs play an essential role in driving very necessary positive changes to align organisational cultures with community values. The argument is compelling for private sector bodies when inclusion and diversity enhance their capacity to attract and retain staff who sustain or boost their bottom line. In the public sector it is a moral imperative. Taxpayers are shareholders in a sense – and there is an expectation that they have equal rights to employment in the organisations their taxes fund. That right to access employment includes a right to safety [physical and psychological] – and have the opportunity to flourish. 

Safe and inclusive work cultures provide more equitable and effective services – which is the mission of the public sector. Good leadership is essential. If ERGs are to perform as desired, then they must be supported. And we must begin with helping them find the best leaders they can and developing their potential.

Selecting your best ERG leads

Introduction

Earlier this year [2024] I watched an online discussion with two ERGs leads from an international bank. The discussion was hosted by a person with no evident ERG experience, and hence a lost opportunity to get to more subtle insights. However, what made me pay serious attention was the observation that ERG lead roles were filled via competitive interview.

I have been ruminating on this for a couple of months. What seems like a great idea at first blush may become less attractive after reflection.

I tried twice to become DEN Chair [DEN = Disability Employee Network]. The first time was a fail. The second time I got to be deputy chair – which was really a nothing role and essentially meant I’d become chair in the event the incumbent was unable to continue in the role – and this did happen when the incumbent left the department. 

I don’t think it is immodest of me to assert that I was the most consequential DEN Chair in the DEN’s 14-year history. I got that role by accident. Leadership selection wasn’t designed to pick the best leaders.

Consequential leaders aren’t as common as they could be. Neither elections nor other recruitment exercises are any reliable way of ensuring the best person for the job gets it.

In preparation for stepping down as DEN Chair in March 2020 I made it known who I wanted to follow me and what capabilities were necessary for a good Chair. That assessment was later challenged, and some good points were raised. I quit fulltime employment in June 2021 and in June 2023 I accepted a consultancy role with my former employer to mentor its ERG leads.

Below I want to reflect on my learnings about ERG leadership.

What makes a good leader?

I have a vexed relationship with leadership. I can count the leaders I admire on two hands but have fingers left over [and that’s a public sector career spanning 6 decades – but not every year of each decade – that’d be only 2]. That’s a low score for a very simple fact – leadership is hard to do well.

What that small number of leaders I admired had in common came down to 5 things:

  • They were open-minded, flexible and curious.
  • They were self-reflective and sensitive to how others felt.
  • They had a strong moral compass and a sense of idealism. They had courage.
  • They had good political [organisational] awareness and a strong strategic sense of how to get things done.
  • They took pride in the quality of work they did.

Here I am talking only about the public sector. The commitment to the idea of service had to be strong. Leadership in business or other fields will have distinct attributes associated with those fields. I am not suggesting what I admired is universal. Maybe come up with your own set of attributes.

Leadership must be goal and outcome oriented, but that’s not enough. It must be about how you enlist others to be committed to that goal or outcome and how you preserve and foster that commitment. 

Leadership is a skillset as well as a personal attribute. Innate talent always benefits from an education. This is true in the arts, in business, in cooking, and so on. The gifted amateur will be undone eventually without the opportunity to refine insights and skills. I have repeatedly asserted that Disability Inclusion is a skillset, so let me add that leading a Disability Inclusion ERG is more emphatically a skillset that must be acquired and refined.

Good leaders are motivated to refine their skills and insights because they are dedicated to achieving the best outcomes in their area of responsibility.

How do we select the best leaders available?

I will be blunt. The outcomes from the recruitment exercises that I have witnessed give me no confidence in current methods. So, while the idea of using competitive interviews appeals to me, I can’t see it as a universal solution without vital caveats.

The alternative of elections, a popular method, is so flawed as to be unacceptable in any situation. It’s a problematic method by which the highly motivated represent their capabilities to people who have little capacity to assess their claims. Those who imagine they are great leaders may be driven more by ego and ambition than by a commitment to service. And then there’s the problem of the response level from ERG members – which can be 10% or lower. Let’s rule out elections as a responsible option.

The question is: How do we make the recruitment process work to its optimal potential? Here are a few thoughts:

  • Develop a lucid understanding of how the ERG functions within the organisation.
  • Develop a clear set of selection criteria and necessary capabilities.
  • Establish a clear set of objectives – what it to be achieved within the term of office.
  • Ensure the assessment panel is sufficiently representative of stakeholders – ERG members, champions, allies and executive sponsors.

I will discuss each below.

Develop a lucid understanding of how the ERG functions within the organisation.

ERGs must have a clear contract with their organisation to ensure that there is agreement about the role and objectives of the ERG. This rarely happens. An ERG either has an adversarial or collaborative relationship with its organisation. An adversarial relationship is never productive, so a collaborative relationship must be negotiated.

That agreement can be seen as a contract which specifies performances on both sides. This gives a prospective leader a clear picture of what is expected of them, and the organisation an idea of what resources it should make available to honour its side of the contract.

Establish a clear set of objectives – what it to be achieved within the term of office.

ERGs exist to change some aspect of their organisation. This might be attitudes, behaviours, values, policies, procedures, or knowledge/understanding. The consequences of desired changes are enhanced employee wellbeing which may result in greater opportunity for career progression and enhanced retention rates, which make the organisation more attractive to prospective employee. 

An ERG must have a goal that is expressed in terms of actionable steps. This is a strategic necessity. There is no point in having just a noble goal of, say, making the organisation more inclusive and accessible without saying how it is going to get to that goal.

While some ERGs emphasise celebratory activities such activities still must have a change objective.

Develop a clear set of selection criteria and necessary capabilities.

As noted above, leadership is a complex and challenging role. The ERG must tell a prospective leader what it expects. The organisation is also entitled to express its needs of an ERG leader as well.

Development of a role description which outlines the capabilities and

time commitments needed to perform the leadership role well is essential.

Ensure the assessment panel is sufficiently representative of stakeholders – ERG members, champions, allies and executive sponsors.

This is critical. All these people are legitimate stakeholders. The ERG is not just for ERG members

The assessment panel may have 2 steps. One to assess applications and cull applicants to those who best fit the criteria/capability requirements, and the other to interview. The second step may be ERG members only.

Conclusion

ERG leaders seeking to be effective quickly discover that being a leader is a job, albeit one that requires a lot of unpaid hours. ERGs live in a kind of twilight zone in an organisation because they don’t fit neatly into any formal structure. They have a unique potential to be immensely influential – but only if they are well-led and supported.

I stepped down as DEN Chair in March 2020 after 3 years and 4 months in the role. I think I had proven to my employers that the DEN had become an effective change agent. The next Chair was offered the opportunity to take on the role full-time. That was a bold and unexpected experiment.

The nature of ERGs is such that they must establish their capability before they can expect or demand greater levels of support from their organisation beyond an agreed essential level. Even in the public sector this makes them entrepreneurial – and hence should be able to attract talented aspiring leaders. This should make ERG leadership beneficial for everyone – the ERG leadership team which hones and refines its skills, the membership which benefits from improvements to their work experience, and the organisation which is better able to support its workforce.

Realising that potential depends on three things:

  1. A clear contract between the ERG and the organisation.
  2. A clear and agreed set of objectives and ways to achieve them.
  3. Attraction of the best leadership talent available to the ERG, plus creation of opportunities for the leaders to be supported and guided.

The international bank ERG leads observed that recruitment for ERG leadership roles was hotly contested. It was evident that the organisation invested significant resources in its ERGs, so there may have been attractions that weren’t discussed.

This post was inspired by my reflection on what conditions might need to apply to see public sector ERG leadership roles being attractive to talented staff.