JEDI INCLUSION TOOLKIT
Creating and Implementing a JEDI Action Plan
Turn your workforce data and feedback into a D&I action plan that keeps running. You finish with named owners, deadlines, a dashboard that shows progress at a glance, and a comms plan that keeps your people informed.
Creating and Implementing a JEDI Action Plan
Creating and Implementing a JEDI Action Plan is an EDI action plan template and guidance module in the JEDI Inclusion Toolkit. It takes you from your data and feedback to a diversity and inclusion action plan with named owners, deadlines and resources, plus a dashboard and comms plan to track and share progress.
Who it's for:
- HR, People and Culture leads writing or rebuilding an inclusion plan
- Leaders and boards who need to see progress, not promises
- B Corp certification leads working on JEDI2
Why do inclusion plans stop moving?
Most organisations can write a plan. Keeping it moving is the hard part. An action with no owner drifts. An action with no date never starts. When nobody tracks progress, people stop looking at the plan.
Often the actions weren't chosen from evidence in the first place, so they miss the gaps people actually face. When someone asks what has changed, the answer has to be pieced together from inboxes and meeting notes.
What it covers
- What the plan has to do
- How the size of your organisation changes what applies
- A starting checklist to work through
- Using your data, including how to handle small numbers and set a reporting threshold
- Gathering and using stakeholder feedback
- What to include in the plan
- Tracking progress
- Communicating progress
- Accountability and responsibility
What you get
Guidance documents:
- Creating and Implementing a JEDI Action Plan guidance
- A user guide for the action plan template
Templates and sheets:
- The JEDI Action Plan Template, with six sheets: How to use, Baseline data, Action plan, Dashboard, Comms plan and Lists
- Works in Excel, Google Sheets and LibreOffice
What you finish with
- A written action plan with deadlines, resources and named owners
- A record of the data and feedback behind each choice
- Dated status updates
- Evidence the plan was shared and is available to your people
One toolkit. Two ways to use it
For any employer
Built on good practice first by the team at Includability. If you want an inclusive workplace with the evidence to back it up, the toolkit works on its own, with nothing else to sign up to.
↳ Clear priorities and owners for your inclusion work
↳ Policies and processes reviewed and up to date
↳ Plans, policies and data your board and your people can see
For B Corps
Built around the B Lab Standards V2 Justice, Equity, Diversity and Inclusion Impact Topic. Every module names the criteria it supports and the evidence it produces.
↳ JEDI1: collect your workforce data, from Small companies upwards
↳ JEDI2: choose from nineteen actions across three sets: Foundation, Within the Workplace and Beyond the Workplace
↳ Your evidence gathered and ready for B Corp verification
B Lab assess.
We support the work you supply as evidence for it.
Written for the people doing the work, to support developing culture
People, HR and Culture teams
Practical guidance, templates and slide decks for the delivery team, whether it's a full time role or just part of their day job.
Leaders, c-suite and boards
Clear priorities, named owners and progress you can report on.
B Corp certification leads
Every module names the JEDI criteria it supports, so you know what evidence you're building and where it goes.
See your gaps before B Lab does
Recertification goes more smoothly when you already know where you stand. As a Committed Employer, you start with a short Company Support Survey, then have six expert partner calls, one for each pillar, with practitioners who work in that field every day. Together they build your board-ready Cultural Roadmap, with a JEDI Gap Analysis that shows exactly which toolkit modules will close your gaps.
You don't get a report and then get left on your own. You stay connected through monthly Community Support Groups, access to our expert partners and a community of purpose-led organisations working on the same things.
A Cultural Roadmap is the best place to start. We include a JEDI gap analysis which shows where you stand today, so you can go straight to the modules that close the gaps for you.
The Roadmap shows the gaps. The toolkit closes them and produces your evidence.
Know who's in your workforce, without the guesswork
Every B Corp JEDI action should start from real data, and collecting it is often where teams get stuck. Our Self-ID Survey does that part for you.
We build and run confidential, voluntary surveys aligned to UK protected characteristics. You get representation by seniority, department and function, participation and disclosure rates, where underrepresentation sits, and a board-ready headline report with clear next steps.
Evidence for JEDI1.1 and JEDI1.2, and a starting point for every action in your plan.
