Equality and Diversity Strategy Diversity is a strategic resource to be embraced rather than a problem to be solved. Mike Corfield 1.0 Purpose 1.1 1.2 2.0 The purpose of this strategy is to provide the framework by which the Trust can transform its approach to Equality and Diversity. In particular the strategy provides: A compelling case for Equality and Diversity. A framework for the actions needed in the short and long term An overview of the current position; o In Trafford o For Customers A vision of where this strategy is designed to take the Trust. Sets out the high level route map to make the change. The strategy is the starting point of a process involving customers and stakeholders that will develop a long term action and outcome plan for 20142016. Principles The following principles will underpin the Trust’s commitment to equality and diversity The Trust will promote equality and diversity in employment and access to services which provide people with the support they need. The Trust will actively engage and empower the full diverse range of customers to contribute to decisions about the delivery of services to ensure these meet their requirements. The Trust will support and enable all its employees to achieve their full potential and fulfil their duties in a fair, reasonable and flexible manner. The Trust will recognise the need to provide high quality services which meet individual and community needs The Trust will ensure customers are offered services appropriate to their needs and will refer customers requiring specialist support to service providers with particular expertise in this area, where these exist 1 The Trust is committed to improving support services and becoming a leading performer in all areas of equality and diversity. We are committed to ensuring that equality and diversity is a fundamental principle in all policies and procedures. We will ensure, that through a time table of review, policies and procedures are Equality Analysed and effectively promoted. The Trust is committed to ensuring that the board, staff, contractors, customers and visitors understand and follow the standards of behaviour that are necessary for the proper management of equality and diversity. 3.0 Customer Impact Statement 3.1 This is a strategy that is in essence all about customer impacts, and equitable treatment for all. It is underpinned by those elements of social justice that require that people receive a ‘fair share’ and that everyone abides by rules that value everyone’s voice, are honest and open, consistent and neutral. As such it aims to impact all customers and all our staff; it aims to provide inclusive services and a workplace where diversity is valued as a strategic resource rather than a problem to be solved. 3.2 At its heart the strategy is about equality of access, fairness in distribution of our resources, equity in the way the Trust behaves in order that unlawful discrimination is eliminated, equality of opportunity is advanced and good relations are fostered between all customers. 3.3 Understanding our customers, who they are, what is important to them, anticipating differential impacts of decisions and monitoring outcomes are central to the way in which this strategy is designed to have a huge impact on the lives of our customers. 4.0 Case for Equality and Diversity - why this matters for the Trust 4.1 2 There are compelling reasons for the Trust to go beyond the minimum Regulatory and Legal Standards. Perhaps the most significant reason is the explicit link between a clear commitment to equality and the Trust’s purpose. Without harnessing all the strength our diverse customer base brings how can our purpose be fulfilled? Without a range of staff representing a complete view of the communities in which we work, how can we begin to unpick and respond to the challenges our vision sets out? This strategy will help underpin much of the work the trust will do to bring the purpose and vision statements to life. We are a force for good, driven by social justice, inspiring people and neighbourhoods to be the best they can be. A force for good cannot be credible if it is blind to the diverse needs and contributions of its customers, social justice is ingrained within the concepts of fair play and equal access, and finally our purpose speaks of inspiring people and neighbourhoods, not certain people and some neighbourhoods. 4.2 Our Operating Context – Whilst Trafford is an affluent borough this can mask the fact that some areas exhibit significant levels of deprivation. When population characteristics for Trafford are compared to the profile evident in Trust properties, it is apparent there are some marked differences especially in terms of: Age. Gender. Affluence. Disability. These differences and the potential inequalities they give rise to, remain a key issue for the Trust. 4.3 Decision making is improved1 - Inclusive employment of the strength of all the community, harnesses benefits from a wider pool of people and is therefore more likely to be representative of the ambitions and experiences of our customers. In addition, through accurate monitoring of customer impacts, the governance of the organisation will be better able to exercise improved strategic decision making and be better able to judge between the merits of competing priorities. 3 4.4 Recruitment and retention2 - An organisation that embraces equality and diversity can be seen as an employer of choice, and in addition to this, staff engagement is improved as contributions are valued across the business, irrespective of background or characteristics of the members of staff and this in turn leads to loyalty and enhanced contribution to the Trust’s objectives. 4.5 A competitive edge3 - A diverse workforce will be more likely to recognise the requirements and opportunities presented by our entire customer base. Additionally that diverse customer base will be more likely to be engaged in developing services and solutions. 4.6 Standing for something - The new purpose and vision statements mean that the Trust visibly stands for something and that our stakeholders and partners will have increased expectations of our behaviours and commitment to action. The type of partners likely to be attracted to the Trust’s purpose and vision statements will expect a strong and strategic commitment to Equality and Diversity. The Trust’s reputation can only be enhanced if such partners and stakeholders see and feel the effects of a Trust that is inclusive and is passionate about eliminating discrimination and disadvantage. 4.7 Tailored services and solutions – as differentiated services and customer intimacy become ever more important across leading service industries, it would be inconceivable that the Trust could deliver its services in such a differentiated and personalised way without real customer knowledge, real customer engagement and a determination to configure services around this detailed customer information. Accurate profiling of customer characteristics and making consistent and intelligent use of this information is an essential step towards this flexible customer-centric method of service delivery. 4.8 Legal and Regulatory Compliance – the last element of why this matters is the management of risk by compliance with legal and regulatory requirements. 4.9 In summary the case for equality and diversity has three elements to it, and these are represented below: The Moral Case - it's what we stand for. Legal and Regulatory - we are required to do this. 4 The Business Case - its good for our business. 5.0 The Strategy The aim of the strategy is to transform the Trust’s approach to Equality and Diversity and respond positively to context in which it operates. 5.1 Equality and Diversity is driven from the top. The Board will have a commitment to a refreshed Equality and Diversity Strategy and provide the visible leadership required. This will be demonstrated by: 5.2 Modelling the principles that inform the strategy in their own behaviour. Demonstrating they have taken ‘due regard’ to equality in their decision making by: o Actively considering matters of equality and diversity when formulating strategy and making strategic choices. o Monitoring impacts of Board decisions and strategies. An Alliance of Partners and Customers The central change envisioned in this strategy is the development of much closer working relationships with a network of organisations, both statutory and third sector, both local and regional, both large and small and consisting of our customers and professional workers. Carrying out impact assessments, setting equality targets, interpreting profiling information, sharing intelligence and co-producing solutions will all benefit from an ‘alliance’ of organisations operating together. It is not proposed that this ‘group’ has a formal constitution or creates a bureaucracy to be maintained but rather an alliance of organisations that share a commitment to equality and diversity and can work in partnership to help the Trust and each other. This will open the Trust to a much wider set of perspectives, will allow the Trust to benefit from the insight of experts in their field and ensure the authentic customer voice is heard with clarity and power. Such a partnership will also have a range of other benefits for the Trust not least in terms of increasing our understanding of Social Return on Investment. In a time when a number of our partners are experiencing budget pressures the Trust will develop a clear ‘offer’ in order that partners understand the joint benefits such an approach brings. 5 It has often been the case that housing organisations have attached the label ‘hard to reach’ to customer groups who do not to engage in traditional mechanisms of consultation. The young, the disabled, people from minority ethnic groups, those from a range of religions and different sexual orientations, have all from time to time been labelled hard to reach. This strategy concedes that the social landlord is not always the best route to customer engagement and that there is a myriad network of organisations better placed to engage with a variety of our customer groups than the Trust. This is not the same as the Trust abrogating its responsibility or ‘outsourcing its conscience’ but rather an acknowledgement that what we have does not work for everyone and that partnership working between an alliance of organisations would yield benefits far in excess of the reach of a single organisation. The development of an alliance will allow the Trust to commission specific pieces of work and consultation, will allow all partners to access the intelligence and insight that each holds and give the best chance that meaningful engagement with all groups could be achieved. Working as part of such an alliance would accelerate learning through knowledge transfer, will build confidence between all involved and lead to associated opportunities that closer working brings. It is therefore our intention to make use of the power inherent in our new purpose and vision statements to recruit an informal alliance of organisations to work alongside the Trust to transform our approach to equality and diversity by: 6 Involving a wide group of customers and partners to ensure the Trust develops services that meet the needs and aspirations of local communities. Helping the Trust to assess existing need and needs in emerging communities. Jointly working on equality assessments where appropriate. Ensuring that the most appropriate organisation takes the lead for customer engagement amongst groups of customers where that organisation has specialist knowledge or insight. Bringing constructive challenge to establishing outcome measures and equality assessments. Ensuring our involvement and engagement processes enables all customer groups to be fairly represented. Helping the Trust to monitor the diversity of all consultation groups and where there is under-representation develop a drive for diversity or undertake ‘one off’ minority consultation meetings. Sharing knowledge and intelligence across the partners. In addition the Trust will extend its commitment to equality and diversity through the supply chain and as such: 5.3 The Trust is committed to supporting and promoting equality and diversity with all suppliers, contractors and partners and will review this commitment annually. The Trust expects all contractors/suppliers to work within a commitment to equality and diversity. The Trust will have a code of conduct, which they will be required to comply with. Equality and Diversity informs our business planning – prioritisation. Difficult decisions will be made in line with our strategic priorities and available resources. The Trust will therefore have a clear timetable of strategies, policies and services each to be equality assessed. Priorities can be set with the involvement of our alliance of partners and by meaningful engagement with our customers to validate the Trust’s thinking and contribute to priority setting. The Trust will establish a timetable to carry out equality assessments. Equality and Diversity informs our business planning – equality assessment. The Trust will have a well-developed methodology for carrying out equality assessments; these will be conducted by well-trained managers and staff, in collaboration with our partner organisations and customers. Such analysis will show how equality and diversity informs our business objectives and will be transparent, monitored, reported and acted upon. The Trust will assess key strategies as required by the timetable. Equality and Diversity informs our business planning – monitor and reporting. The Trust will, as a matter of routine, monitor the impacts of its policies and the effects of the services it provides across all its different customer groups. The outcomes of this monitoring will be shared and explored with partner organisations and customers to make sense of the data and turn it into intelligence and insight. The Board will be involved in the production of 7 meaningful reports on customer impacts to enable it to make strategic choices in the prioritisation of resources and endeavour. 5.4 An annual report will be taken to the Board that reports on progress. Where relevant reports to the Board will include comprehensive equality analysis. We know who our customers are. The Trust will hold profiling information of its tenants and their families, make routine use of this data when planning and delivering services and use the profile data to predict future impacts of changes to policy and procedure and to report on outcomes in a meaningful and insightful way. Our staff and customers will understand how profiling can improve our organisation and we will share successes in using this information to drive service improvements. The Trust will continue to capture relevant profiling data on all members of our customer’s household. The Trust will develop reports to make sense of profiling data so this can inform our operations and strategies. 5.5 Equality and Diversity shapes our organisational culture. The Trust will recruit to its staff teams in a fair and open manner that is informed by equality and diversity matters and diversity will be represented at all levels of the organisation. The Trust will clearly display its commitment through its use of language, imagery and information that will be representative of our diverse communities. The Trust will not tolerate discriminatory attitudes or practice from its staff, partners, contractors, suppliers, customers or from individuals in the communities we work in and are involved in. Employment We will assist staff in balancing the needs of home and work through the development of fair and flexible terms and conditions. Wherever practical we will endeavour to meet the needs of those employees, who may have particular cultural/religious needs. For example: to observe prayer times or during fasting. 8 Managers will give sympathetic consideration to employees requesting either the accumulation of annual leave or unpaid leave in order to visit relatives’ abroad or to go on a pilgrimage (subject to the delivery of the service). Managers will not unreasonably refuse requests for annual leave that employees may require in order to observe their religious holidays or festivals. Harassment, Victimisation & Discrimination We are committed to ensuring that the workplace is free from harassment, victimisation and discrimination by ensuring that all members of staff are fully aware of their rights, responsibilities and expectations with regard to equality and diversity. It will be made clear to all staff that direct or indirect discrimination, victimisation and instances of harassment or abuse, which are in contravention of policies and/or the law will be dealt with under the disciplinary procedure. Recruitment & Selection Policy 5.6 We are committed to ensuring equality and diversity for all candidates and have a Recruitment & Selection Policy, which sets down the processes and standards required for all recruitment All applicants will be selected against objective, non-discriminatory criteria in the form of Rising Star frameworks. All members of selection panels must have attended a Recruitment and Selection Course. Equality and Diversity will be supported through staff training, development and engagement. Staff will be given the support to obtain the skills to give services that are fair and equal and recognise the diversity of our customers. Staff will be engaged and have the opportunity to influence the delivery of fair and accessible services. • • 9 We will aim to ensure that all employees are supported in developing the skills and abilities they require to carry out their role in the organisation. We will ensure that appropriate training is in place for staff to achieve the delivery of this strategy. 5.7 Communication and Access to information We will recognise that access to information is essential in achieving equality and diversity. We will do everything in our power to make all communication fully accessible to all customers and communities we work with. Including developing an equality and diversity communications process which sets out guidelines on the: • • • Provision of translated material Provision of information in alternative formats Diversity of image in all publications and communication 5.8 Outcomes/Outcome Reporting. The Trust will have a range of outcome measures that have been co-produced with customers and partner organisations, are evidence based, prioritised for action and are designed to contribute to the Trust’s purpose. Performance against these measures will be regularly reported to the Board. 5.9 Measures. The Trust will develop a full suite of measures during the formulation of the action plan to measure progress in implementing this strategy, whilst yet to be fully developed such measures will include: 6.0 Percentage of the total customer based profiled. Number of changes advanced as a result of equality assessment. Recruitment of partners to work alongside. Number of partners and suppliers singed up to the Trust’s ‘Code of Conduct’. Route Map – Next Steps This document set out the strategic direction and envisages large scale engagement with a range of partners and customers to develop a detailed action plan to deliver the strategy. A high level route map is set out below to give an overview of actions that will follow from the adoption of this strategy. When December 2013 December 2013 - January 2014 January 2014 - March 2014 January 2014 – March 2014 10 Recommendations from HQN Health Check New strategy adopted Identify partners to work with Undertake a co-productional approach to the development of a detailed long term action plan. Develop a streamlined methodology of Equality Analysis to be used in the delivery of the Action plan and strategy March 2014 April 2014 April 2014 – May 2014 7.0 Give training and support to QIP to strengthen the scrutiny function with regards to E and D matters Formally launch, strategy, Partnership and long term action plan in a variety of formats and at a variety of events. Deliver targeted staff training Deliver manager training Monitoring and Review Annual reviews of this strategy will take place and the Board will be involved in monitoring the delivery of the action plan. 11 References 1 Charter Institute of Housing - How to undertake equality analysis. 2 The Business Case for Equality and Diversity - A survey of the academic literature” (2013)Governments Equality Office. 3 The Business Case for Diversity and Equality” (2004)-Dept. Trade and Industry/Business Innovation and Skills 12
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