Free DEI tools and guides
Everything you need to plan, budget and price this work, free. Use the calculators, take the checklist, and read the template guides.
- Three calculators for program budgets, consulting rates and earnings
- Two guides to entering the field and what it pays
- Ten template guides covering the paperwork
Free tools and guides
No sign-up needed. Use them as often as you like.
Consulting Rate Calculator
Work out what to charge for this work. It runs from the hours a piece actually takes, including the preparation and the follow-up that make a session land rather than sit there, so the figure holds up when a procurement team asks how you arrived at it. Day rate, project and retainer are worked the same way.
Open it nowStartup Cost Calculator
Build a program budget an organization will sign off. Facilitation, materials, evaluation and the internal time the client has to commit, laid out so the arithmetic is visible. The last line is the one that gets skipped and the one that decides whether the program actually happens.
Open it nowEarnings Calculator
Model a year of engagements. Put in how many you can realistically take, what you charge, and how many turn into repeat work, and see what is left. Change one number at a time to find which matters, which is usually retained clients rather than one-off workshops.
Open it nowBusiness Name Generator
Names that sound like a practice rather than a slogan. It builds from what organizations actually search when they are looking for help, and avoids the abstract-noun constructions that are already everywhere and say nothing about what you do.
Open it nowHow to Become a DEI Practitioner
The full path, in order. Building the knowledge base, learning to facilitate a room that does not want to be there, measuring whether anything changed, and finding the first organization that will pay for it. Start here if you have not worked out where you fit yet.
Open it nowWhat Does This Work Pay?
What the work actually pays, with the arithmetic shown. Internal roles, independent consulting and retained advisory broken out separately, because they pay in different shapes, and an honest account of how uneven the first two years usually are.
Open it nowTemplate library
What each document a DEI program runs on needs to contain.
DEI Policy Template
A DEI policy is the document people point at when a decision is disputed, which means a policy of good intentions is worse than no policy at all. This structure covers what the document has to say to hold up: who it applies to, what the organization is committing to, who is accountable for each commitment, and what happens when it is not followed.
Read the guideDEI Strategic Plan Template
A DEI strategic plan is a funding document before it is anything else. It has to show where the organization is now, the small number of things that will change, who owns each of them, what they cost, and how anyone will know whether they worked. This structure follows the order an executive team reads in.
Read the guideEmployee DEI Survey Template
People will answer honestly once. If nothing visible follows, the second survey gets polite answers and a lower response rate, and you have spent your credibility to learn nothing. This structure covers the questions worth asking, the anonymity rules that make honest answers possible, and the reporting that has to follow.
Read the guideInclusive Job Description Template
A job description is the first filter, and most of them filter out people who could do the job. This structure covers the parts that decide who applies at all: how requirements are worded, what belongs in the pay line, and the phrases that quietly narrow a pool without anyone intending it.
Read the guideEmployee Resource Group Charter Template
Most employee resource groups fail on the questions the charter was supposed to answer: who can join, who pays, who decides, and what the group is allowed to ask for. Settling those in writing at the start is what separates a group that lasts from one that quietly stops meeting after a year.
Read the guideDEI Training Plan Template
One-off awareness training is the most common DEI spend and the easiest to show no result from. A training plan is the document that connects a specific gap to a specific audience, in an order that means the people making decisions are trained before everyone else is asked to trust the process.
Read the guideDEI Metrics Dashboard Template
A dashboard of everything gets read once. The measures that survive contact with an executive team are the few that show a rate rather than a count, hold a level constant, and can be checked against a system somebody else owns. This covers which measures to report and the rules that keep them honest.
Read the guideDiversity Statement Template
A diversity statement is public, short, and read most carefully by the people deciding whether to apply or to complain. Its whole job is to be specific enough to be believed, which means it should be uncomfortable to publish if the organization has not done the work.
Read the guidePay Equity Audit Template
A pay equity audit is the highest-stakes analysis a DEI practitioner touches, because what it finds can be discoverable. The structure below is about doing it in the right order, with legal involved from the start, so a genuine finding leads to a remedy rather than to a problem nobody can now unsee and nobody has planned for.
Read the guideAnnual DEI Report Template
An annual DEI report is read by employees who were there for the year it describes, which is why a report of only good news costs more credibility than it buys. This structure covers what changed, what did not, the numbers behind both, and what the next year is actually committed to.
Read the guide