How a Financial Planning Firm Elevated Its DEI Score and Its Culture
From good intentions to documented policies and measurable change. Here’s how we aligned values with action.
Client Snapshot
Progressive Values. Patchy Policies. Poor Survey Score.
The Challenge
A Culture That Was Better Than It Looked on Paper
“Despite a values-led culture, the business had to answer ‘no’ to most DEI questions – not because they didn’t care, but because nothing was formalised.”
Despite the business owner’s progressive values, the company lacked formal DEI and staff well-being policies. This meant that during an Impactor survey, many questions had to be answered “no,” dragging down their score and not reflecting the true culture of the business.
The Solution
We Turned Good Intentions Into Policy and Practice
We worked with the client to ensure their progressive culture was backed by structure:
- Reviewed each survey question and identified gaps
- Created tailored SOPs and HR policies to match DEI best practices
- Submitted policies for approval, branded them, and added version control
- Created an employee hub in SharePoint to store all internal documents
Implementation Highlights
Real Data. Real Documents. Real Change.
- Policy development based on real survey data
- Branded documentation in PDF with versioning
- SharePoint setup for long-term access and scalability
The Results
“Now our internal documents reflect the kind of workplace we actually are.”
With clear systems in place, the business could finally back its values with evidence.
- Impactor survey score improved from 56 to 67
- Clear, professional DEI and staff policies in place
- Business owner gained confidence that internal practices reflected external goals
Ready to Walk the Talk?
Let’s help your business align what you say with how you operate – through strong systems, clear policies and meaningful cultural progress.