Infancy

The launch of an Employee Resource Group (ERG) commences with the proposal of its concept, marking the beginning of the critical Infancy stage. This phase is integral to the ERG's lifecycle, laying the foundation for its strategic direction, impact, and sustainability. The individual leading this initiative, whether as an ERG founder, ERG Community Manager, Diversity Program Manager, or HR Leader, assumes a pivotal role as the ERG Directly Responsible Individual (ERG DRI). Their role is essential in steering the ERG towards its strategic objectives, with their leadership, vision, and commitment being key drivers of success.

The Infancy stage is crucial for establishing a robust foundation for the ERG Program, setting the stage for its enduring success. The initial phase often reflects the depth and thoroughness of the groundwork laid. To ensure the ERG's prosperity, five critical elements must be meticulously addressed during its infancy:

  • Conducting a Listening Tour
  • Formulating a Vision Statement
  • Developing a Comprehensive Strategy
  • Implementing Governance and Data Systems
  • Executing Succession Planning and Training
Conducting a Listening Tour

Initiating the ERG Program begins with a comprehensive Listening Tour. This phase focuses on insight gathering, involving discussions with potential members, executives, and the HR team to understand their expectations and aspirations for the ERG Program. This stage is invaluable as it offers diverse perspectives that shape the ERG program's goals and strategies. The Listening Tour is a critical opportunity to establish trust, open communication channels, and ensure the ERG program’s inclusivity and representation.

Active listening during this phase is imperative. The feedback collected will significantly influence the program’s future goals and strategies, enhancing its relevance and effectiveness in meeting its members' needs.

Formulating a Vision

The next step involves the formulation of a Vision for the ERG Program. This vision is the ideal state of the ERG Program. It requires an in-depth understanding of the ERG's long-term goals and alignment with the organization's overarching objectives. It synthesizes executive expectations and employee desires into a unified directive.

A well-crafted vision should resonate with all stakeholders, serving as a cohesive force guiding all ERG activities and decisions. Effective communication of this vision is critical to ensure collective alignment and commitment. The vision should distinctly outline the ERG's scope, differentiating it from other employee engagement initiatives like DEI and L&D, and clarifying its unique contribution to the organization.

Developing a Comprehensive Strategy

With the vision established, the focus shifts to strategy development. This involves crafting a detailed plan that lays out the steps to realize the vision. The strategy should include measurable goals for each development stage of the ERG.

The strategy needs to detail what each phase of the ERG Program’s evolution will look like within the organization, incorporating potential initiatives, relevant metrics considering the company’s technology stack, engagement percentages, and future scaling plans. It should encompass a timeline, whether year-by-year or phase-by-phase, with specific input and output metric expectations for each period.

Implementing Governance

With the vision established, the focus shifts to strategy development. This involves crafting a detailed plan that lays out the steps to realize the vision. The strategy should include measurable goals for each development stage of the ERG.

The strategy needs to detail what each phase of the ERG Program’s evolution will look like within the organization, incorporating potential initiatives, relevant metrics considering the company’s technology stack, engagement percentages, and future scaling plans. It should encompass a timeline, whether year-by-year or phase-by-phase, with specific input and output metric expectations for each period.

Executing Succession Planning and Training

Succession Planning entails the identification, onboarding, and training of ERG leaders. An effective onboarding process is essential to clarify roles and mitigate the risk of leaders feeling overwhelmed. Post-onboarding, collective training sessions are vital to jumpstart the ERG effectively. Leaders should also receive assistance in developing branding that aligns with company guidelines.

For an expanded understanding of this phase, readers are encouraged to consult additional resources like our article "The ERG Program Plane," which offers deeper insights and guidance on navigating the early stages of an ERG program.