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Equity Survey form template

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Our Equity Survey Form template gathers insights on diversity, inclusion, and fairness perceptions, guiding strategic improvements for a more equitable workplace.

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How long to understand and prepare this form?
5 mins
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equity survey form template

What is an Equity Survey form?

The Equity Survey is designed to gather valuable insights and feedback from employees regarding their perceptions and experiences related to equity, diversity, and inclusion within the workplace.

It aims to assess the organisation's progress in promoting fairness and equality and identify areas for improvement. By soliciting input directly from employees, the survey enables organisations to gain a comprehensive understanding of the current state of equity and diversity practices, including any existing challenges or disparities.

Furthermore, the Equity Survey serves as a tool for fostering open dialogue and engagement among employees on topics of diversity and inclusion. It provides a platform for individuals to share their perspectives, voice concerns, and offer suggestions for enhancing equity initiatives. Through the data collected from the survey, organisations can develop targeted strategies and action plans to address identified issues, drive positive change, and create a more inclusive and equitable work environment for all employees.

Best practice timescale for this to be issued
When should this form be issued?
Initially as a baseline, and then annually as a progress check
Issued by who, to whom
Who should issue this form, and to whom?
The Employer (you) to the Company (you)
Applicable legal jurisdictions
In which jurisdictions can this form be used?
Great Britain & NI (United Kingdom), Worldwide
United Kingdom
  • Equality Act 2010: Requires organisations to eliminate discrimination, promote equality, and foster good relations among diverse groups.

  • Data Protection Act 2018 (incorporating GDPR): Mandates the handling of personal data within the equity survey in compliance with data protection regulations.

  • Acas Guidance on Monitoring Equality: Offers best practice guidance on conducting equality monitoring, including surveys, to identify and address inequalities.

  • Corporate Governance Code: Encourages companies to monitor and disclose diversity and inclusion metrics, which may include data collected through equity surveys.

  • Best Practice: Confidentiality and Transparency: Ensure that equity surveys are conducted confidentially, with transparent communication about the purpose and use of collected data to foster trust among employees.

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Other territories

Refer to your local employment legislation / labor laws to support the execution of the template. Review the wording for local accuracy.

Equity Survey

Introduction: Thank you for taking the time to participate in our Equity Survey. Your feedback is invaluable as we strive to create a more diverse, equitable, and inclusive workplace for all employees. This survey is confidential, and your responses will be aggregated to ensure anonymity.

Section 1: Demographic Information

1.1. Gender Identity:

  • Male
  • Female
  • Non-binary / Third gender
  • Prefer not to say
  • Other (please specify): __________

1.2. Age:

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or over

1.3. Race / Ethnicity:

  • White
  • Black or African American
  • Asian
  • Hispanic or Latinx
  • Native American or Alaska Native
  • Native Hawaiian or Pacific Islander
  • Mixed race / biracial
  • Other (please specify): __________

1.4. Disability Status:

  • Yes, I have a disability
  • No, I do not have a disability
  • Prefer not to say

1.5. Sexual Orientation:

  • Heterosexual / Straight
  • Gay / Lesbian
  • Bisexual
  • Pansexual
  • Asexual
  • Prefer not to say
  • Other (please specify): __________

Section 2: Workplace Experience

2.1. Have you ever experienced discrimination or bias in the workplace based on any of the following characteristics? (Select all that apply)

  • Race or ethnicity
  • Gender
  • Age
  • Sexual orientation
  • Disability
  • Religion
  • Other (please specify): __________
  • None

2.2. How comfortable do you feel discussing issues related to diversity, equity, and inclusion with your manager or supervisor?

  • Very comfortable
  • Somewhat comfortable
  • Neutral
  • Somewhat uncomfortable
  • Very uncomfortable

2.3. Do you believe there are equal opportunities for career advancement and development for all employees in our organisation?

  • Strongly agree
  • Agree
  • Neutral
  • Disagree
  • Strongly disagree

Section 3: Organisational Culture

3.1. To what extent do you believe our organisation values diversity and inclusion?

  • Very much
  • Somewhat
  • Neutral
  • Not very much
  • Not at all

3.2. How inclusive do you perceive our workplace culture to be?

  • Very inclusive
  • Somewhat inclusive
  • Neutral
  • Not very inclusive
  • Not at all inclusive

3.3. Have you witnessed or experienced any microaggressions in the workplace? (Microaggressions are subtle, often unintentional expressions of bias or discrimination.)

  • Yes
  • No
  • Not sure

Section 4: Suggestions and Additional Comments

4.1. Do you have any suggestions for how we can improve diversity, equity, and inclusion in our organisation?

4.2. Is there anything else you would like to share about your experiences with equity and inclusion in the workplace?

Thank you for completing our Equity Survey. Your feedback will help us identify areas for improvement and develop strategies to create a more equitable and inclusive workplace for all employees.

🔒 To view this you will need to make a purchase.

🔒 To view this you will need to make a purchase.

Version: [1.0]

Issue date: [date]

Why buy our Equity Survey form template?

  • It's easily editable and implementable, saving you time and money
  • It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
  • You will maintain compliance with ACAS guidelines, legislation, and industry best practices
What other advantages does buying from offer?
  • Email notifications for any updates made to this template or its accompanying materials
  • 12 months of unrestricted access without any additional costs (any update in that period is free to you)
  • A 25% discount on all library, toolkit, and template purchases/renewals

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