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Inclusive project management

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Notion 71

What are the measurement tools?

Target skills

Being able to identify several measurment tools and learning how to use them .

There is no doubt that inclusion is a top priority for most companies. Reviewing policies and practises to promote inclusion can help a company not only to identify and manage blind spots and biases, but also to assess whether its investments and efforts are paying off. Since there is no universal standard or set of metrics for measuring inclusion, the challenge lies in accurately assessing the impact and effectiveness of these efforts. Fortunately, there are many tools and platforms available today that simplify this task

Difference between KPI and metrics

Survey tools like SurveyMonkey, on the one hand, can help a company get information about employees' opinions and systematise the data to interpret it. However, to get an accurate picture of the situation, the data needs to be contrasted. Then you can take action to achieve the desired situation. This is why metrics are so important

First, metrics give a company insights into how well an activity, campaign or policy is performing. This helps managers see what areas need to change to improve results. Metrics are quantifiable and allow companies to specify their intended outcomes/impacts and show their performance against a set target

Anything worth tracking in a company is a metric, although not all metrics are directly linked to key business goals, these are the KPIs. For example, the percentage of women in management positions does not contribute to the achievement of strategic goals. However, the right tools help to understand the impact of this inclusion practise on the company.

Useful tools

As mentioned earlier, there are many tools that can help managers track metrics. Most of them have pre-built dashboard templates with integrations that allow them to connect to other tools. This way, managers can combine metrics from different sources, such as Facebook or Google Analytics. This way they can better visualise their data and display it in a way that makes sense to them. There are also some tools where you can customise the templates to your needs

It's important to note that these tools are not free, but there are free trials that allow managers to test the tool before purchasing. The more integrations and/or dashboards are created, the more expensive they become

Here is a list of some popular tools
Geckoboard https://www.geckoboard.com/: A user-friendly tool that allows you to quickly create dashboards. It has numerous integrations that allow managers to pull data from programmes such as Excel spreadsheets. It also creates attractive visualisations that make the data easy to digest
Asana https://asana.com/: A simple but comprehensive project management system that allows you to track tasks, projects, conversations and dashboards.

Databox https://databox.com/: Metrics tracking feature lets you organise and monitor all metrics on one screen.

Other tools

  • Zoho
  • Tableau
  • SimpleKPI

The lack of clear goals hinders a company's productivity. Moreover, not tracking the impact of the initiatives taken is harmful. Therefore, collecting data and visualising it clearly helps to make better company decisions

Useful metrics

Throughout the course, we have talked about the importance of being recognised as an individual in a company (Grain Nº 61). Therefore, here are some examples of inclusion metrics:

Metrics to identify blindspots and bias

  • Retention: comparing the average length of service of a group of employees with the length of service of the entire workforce
  • Promotion: tracking promotions of employees in a specific department or company hierarchy compared to promotions of employees in the entire workforce.
  • Salary and benefits: Compare the economic and non-economic rewards given to employees in a particular department or company hierarchy with the economic and non-economic rewards given to employees from the entire workforce.
  • Exit interviews: Compare the responses from interviews conducted with an employee about the reasons for leaving the company with the responses from employees in employee focus groups

Metrics for tracking the progress of a particular initiative

The above metrics help organisations identify areas of risk and prioritise initiatives. Once implemented, organisations need to track the progress of their efforts.

We hope that this information has been useful. However, we must emphasise that this is not a one-size-fits-all approach. Managers should consider the specific characteristics of their company so that the initiatives they develop are tailored to the specific needs of the company.