A DEI survey for tailored DEI journeys: WISE and the Gender Equity Framework [case study]

Written Feb 3, 2025 , by Jeroen De Rore

Wisdom would be wasted without the tools to apply it. WISE is a UK-based organization dedicated to increasing the participation, contribution, and success of women in the science, technology, engineering, and mathematics (STEM) workforce. On WISE’s quest to spread their wisdom on DEI practices, they found Pointerpro as a pivotal DEI assessment tool. 

We talked about it with James Walker – WISE’s Head of Product New Development.

James Walker from WISE

Creating tailored DEI programs

James, DEI is often perceived as a typical 21st century phenomenon but not for WISE, is it?

James: No, indeed WISE has a much richer history. We were founded in 1984. So, we recently celebrated our 41st birthday. Our overarching purpose is to enable the promotion, participation and contribution of women within the UK STEM workforce.

And how do you approach enabling women in STEM?

James: We do it by helping our customers – to whom we primarily refer as our members – in achieving their goals in gender equity or parity, within their respective STEM industries: from manufacturing, engineering, to science-based STEM related industries in the UK. 

The first thing is of course: goal-setting. Our longer-term goal is to reach 30% gender equity in the UK STEM industries by 2030. And we hope to obviously increase that percentage for years to come.

Wonderful. And what is your individual role?

James: I oversee the development of new product opportunities that WISE or our members have identified. We recognize that a lot of WISE’s members are incredibly different: in their industry, their cultural differences, geographical location, their size, etc

The requirements from one member to another can be varied, so my job is to help the wider team deliver products and services that support our members in those unique aspects on their journey.

James Walker from WISE

The WISE Gender Equity Framework

And I understand a central DEI instrument is your unique equity framework?

James: Yes. It’s called the WISE Gender Equity Framework. We launched in October 2024. So it’s fairly new, but its foundation comes from what used to be our “Ten Steps Framework”, which was initially launched in 2014. Ultimately our central framework has grown and become more reflective of the current DEI landscape.

Essentially the framework represents an ideal our member organizations can work towards and use as a tool in their organization to identify how to implement best practice. From internal education, processes, strategy, but also looking at individual employee experience.

We will actually assess the organizations against the framework – that’s designed and built on more than 40 years of DEI experience. And this is of course where the work we have done with Pointerpro comes in.

James Walker from WISE

Would you mind shortly explaining the pillars of your Gender Equity Framework?

James: Sure. There are five pillars that build up the framework as a whole. Beneath each of the five pillars, there are numerous sub-areas that feed into each pillar. So it’s a lot broader than the five pillars may initially depict. However, it needs to be simple enough to understand and communicate around.

Untitled design (8)

Let’s start with the first pillar: “Data”

James: Data is vital for WISE. We say that it’s fundamental to the success within DEI. A lot of organizations will capture data but ultimately not know what to do with it or what that data means. Others do not even capture data, because they never built up the infrastructure for it.

Data really enables us to understand where an organization currently sits in relation to the framework as a whole, and enables us to track and ultimately benchmark progress.

James Walker from WISE

Then there’s: “Attraction”

James: The attraction pillar looks at inclusive recruitment practices. So we’ll be looking at interview processes, interview panels, CV sifting and things like that. We’re looking to develop inclusive recruitment practices that attract top talent. It’s a huge priority for member organizations – some of them being among the biggest bio-tech or manufacturing and engineering companies in the world, or in the UK. 

The third pillar: “Progression”

James: This looks at the elimination of barriers and ensuring equal opportunities are available to women, being gender focused within STEM as we are. We want to ensure women not only are getting fair opportunities to be recruited into positions, but also have the fair and equal opportunity to be promoted and progress through the organization, just like their male counterparts.

Number four: “Retention.”

James: No matter how fantastic the recruitment processes and the promotion and progress policies are, if you cannot keep talent within your organization then really the efforts and investments of time and money go to waste. So we look at how to nurture individuals, and provide them with the support they need.

We’ll look at many things, like family-friendly policies. For instance, it can be about making sure people ultimately retain their place after their maternity leave and things like that as well. The bottom line is: “So what can we do to support the employees to feel of value and retain them within a given organization?”

And finally, the fifth pillar: “Engagement.”

James: Engagement really looks at putting words into action: “ How do we drive organizational cultural change and engagement?” Here we look at things like allyship and support among close colleagues but also across other departments, and even more broadly. Inclusive leadership is very important here as well.

James Walker from WISE

DEI surveys before Pointerpro

I like the depth of the framework. Reflexively, I think of recruitment when considering DEI, but there’s so much more to it.

James: Yeah, most definitely. And I think that’s reflective of the change that we’ve seen in the last five to seven years. It’s part of why we felt the need to update our framework. With Covid, homeworking and flexible working policies were mandated into almost every industry around the world. Many organizations have kept them in place ever since. So there has been a huge cultural shift that also represents a big change within the DEI space. 

And when we were running yearly DEI surveys with our earlier Ten Steps Framework, we saw a marked improvement in scores across our membership base in 2020 and 2021 because of how many people had adopted flexible and homework policies. DEI is very broad and expansive. Many people, including myself when I first joined here are surprised by that.

How did you manage the expansive DEI survey before you found Pointerpro?

James: We used spreadsheets to conduct our DEI surveys. It was primitive compared to the system we now have in place with Pointerpro. Now, it did the job. It got us the data that we wanted but ultimately the user experience was not particularly great. It required us to then pull that data manually from the sheets, which made it an incredibly time consuming task. 

Once the surveys had been completed and returned to us, we’d have to process it ourselves and do the data analysis manually to then pull together reports. So the process was incredibly long and inefficient.

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Any other things you bumped into while managing DEI surveys?

James: It also posed logistical issues, like tracking who had received what exactly, because it was all done through email. Also, filing the completed diagnostic surveys correctly and keeping track of them making sure that everyone was using the correct file storage procedures, so we didn’t lose track of results.

Also when it came to wider pieces of analysis… At the end of each year we organize a Measuring Progress Event, where multiple members submit scores at the event and we look at scores annually across the membership base to see how the collective group of members have evolved… Managing all of that was difficult because everything was so fragmented through this spreadsheet-based, manual process.

James Walker from WISE

DEI survey with Pointerpro

So let’s look into the system you have in place with Pointerpro. A really important DEI survey is the HR diagnostic, isn’t it?

James: Within the WISE Gender Equity Framework, we have two diagnostics. They’re two slightly different versions.

The one you refer to is directed at HR professionals or DEI managers. It needs to be completed by one or a couple of individuals who have visibility on policies, processes, procedures and strategy. We ask quite a lot of specific questions that only really those individuals will know, things around interview processes, maternity policies, leave policies, etc.

WISE question visual blurred with shadow

And then what is the second version about?

James: The second version is an employee experience diagnostic, really. It takes a lot of those same questions but translates them into an employee perspective. The whole point is that this enables us to look at the policies and procedures in place from an HR and business-wide perspective, but also how that actually translates into the employee experience. 

If the policies are fantastic and very inclusive and align well with our framework but none of the employees really know where they are, how to access them, or how to use them, then that highlights there’s maybe a communication error taking place between those HR professionals and the wider employee base. Then a piece of activity can be planned and programmed to address that. We haven’t transcribed that one into Pointerpro yet, but we’re looking to build it in due course.

The assessment in the customer’s DEI journey

Nice. And how do these assessments tie into your customer’s journey exactly?

James: The primary focus is the HR diagnostic assessment. This is a product that all of our members get included with their membership with us.

When do they take the assessment exactly?

James: We would always recommend that people do the diagnostic as soon as they possibly can within their membership journey. We offer an annual membership. And there’s a renewal process at the end of the 12 months. So the earlier they take the diagnostic, the earlier we can really start working with the member. 

The report that they receive gives them insight into where their organization currently sits in relation to the framework and it will give them a set of actions and recommendations – unique to themselves – that they can take.

Untitled design (40)

These are the first steps that help them plan the activities they want to take on throughout the year. They get to look into our events calendar, or workshops that we’ll be conducting throughout the year – and see what aligns with areas of improvement that the diagnostic has highlighted for them.

WISE Gender Equity Framework HR Diagnostic Scores (1)

Members are encouraged to take the assessment on an annual basis. It’s there to really support their journey year-on-year until they’ve achieved that level of gender parity that they’re ultimately aiming for.

James Walker from WISE

Building a highly complex assessment with the help of Pointerpro’s Professional Services team

I understand the personalized report is based on more than 70 questions. Is that right?

James: Yes, I believe it’s 75 to be exact. That’s quite a large amount more than we dared to use in the past. But also the response options available now in the assessment are way more expansive. And all of that feeds into Pointerpro’s Report Builder, which we use to auto-generate the reports. So, in a minute or less after completion, a respondent gets to download their report.

Does the respondent get to see their score as well in the report?

James: Yes, So they’ll get a breakdown of the scores across the five different pillars but also all of the sub areas that comprise those five areas. So you get a real detailed score point value and percentage value across all of the areas.  

And then we do deep dives into each of the pillars and look at the specifics of the scores and where improvements could be made – and the actions that could be taken on that specific member’s report to improve those scores.

WISE Gender Equity Framework HR Diagnostic Scores (4)

We have received help from your Professional Services team to build the assessment and the scoring system, and also to feed that into the recommendations and actions of the report. 

The result is really slick and very quick and easy for those individuals who take the assessment to instantly download that report.

How was your experience working with our Professional Services team?

James: Really good. We had already worked with Pointerpro before we started working on the Gender Equity Framework. So we understood very well what they needed from us already. 

We provided them with what was quite a complex spreadsheet and set of questions and scoring system – especially compared to what we had in the past. But they were super helpful. They guided us through that process. and we had calls with them and they asked us a load of questions which we did our best to answer simply because sometimes things can be a little less straightforward in DEI…. So yeah, they were very supportive and they helped us with even the more finer details as well.

James Walker from WISE

The effects and benefits of building assessments with automated reporting

I know the new framework was transcribed only very recently into a digital DEI survey, but have you received any feedback?

James: Well, we launched the new Gender Equity Framework in October last year. We unveiled it at our Measuring Progress Event – which is our annual member-wide benchmarking event. That took place in the middle of November. And every submission we had that year was put through the Gender Equity Framework, using that new assessment.

So we had a large number of members complete that and submit their scores into the event. As part of the event we did a breakdown of those collective scores, looking at the five pillars and the sub-areas. And ultimately all of our members felt that the framework was much more reflective of the times, compared to the previous Ten Steps Framework. And that’s even though it may well have taken them longer to take it because it’s much more expansive. They felt that it was worth the effort because ultimately the data that they got out of it – and the data that we got out of it to help support them – was considered very valuable.

James Walker from WISE

That’s very positive.

James: Yes, and we actually slightly ran out of time during the event, because we could have talked for much longer on specific points and areas that the data had highlighted and revealed. It was an accommodation we didn’t know we needed to make because the event had the same structure it has had historically. So, that was a kind of hidden positive we didn’t expect to see.

Speaking of positives: Any things that stand out for you personally? Any functional or emotional benefits, so to speak?

James: So, I’m always very customer experience focused through my role. And I think the fact of using a clean UI system we’ve got through Pointerpro is a massive benefit. 

And I think it’s both functional and emotional. People can get frustrated sometimes if there is bad UI or websites or programs that don’t work as well as you think they should. But it’s also functional, because it means there’s less of a barrier to entry or less resistance. Since members are able to use the system easily, they are more likely to complete our HR diagnostic – and complete it quickly as well. That’s really like a big one.

And, as I said earlier the results would have been processed manually, analyzed manually and then a report would have been written manually. It would have taken us a couple of days, at fastest, really to ultimately send it through. The automated reporting functionality means that we don’t have to do that, and that saves us 12 to 15 hours per report.”. Members get results and reports instantaneously.

Nice! I hear that a lot indeed from our users, massive amounts of time saved…

James: Another advantage is that the reports are consistent as well, being processed through the Pointerpro system. In the past we had to share that responsibility of writing reports. So the consistency of the reports have massively improved as well, and so has the speed of it really. 

And I think the flexibility that the platform provides us with is another big benefit too. We built our framework to be flexible. We felt that the Ten Steps Framework was slightly rigid in its structure and that’s why we ultimately chose to build a new framework that carried a lot of the legacy over, instead of just evolving the Ten Steps Framework like we could have done.

Our new framework has been designed to be flexible and to evolve with the DEI landscape and the world around us, and ultimately thanks to the functionalities within Pointerpro we can change things quickly. We may want to tweak either the scoring systems, the questions themselves, or add in more answer options at certain points in time. We can do that through Pointerpro and have control on the fly essentially. Same with the reporting side of things. We can choose to remove things or make them more expansive.

Expansion of assessment services in the future with Pointerpro

Are there any plans for future assessment projects yet, beyond what we’ve discussed?

James: Yes, we want to broaden the utilization of WISE as much as we possibly can. For instance, the HR Diagnostic we built in Pointerpro currently, is for the corporate setting. A vast majority of our members are corporate organizations, but we also academic institutions. This is new territory for us and it’s something that we’re looking to test and build out further. So it’s something that we’re looking to test and build out further and, we’ll feature it through the Pointerpro platform in due course. There are a number of key differences in the way that those two different organizational structures will work.

And we also want to look at building out a membership that will target small-to-medium enterprises.  So, we’d develop targeted memberships, with a targeted framework and diagnostic tool. Because a lot of those smaller businesses and startup businesses will not have the infrastructure that a large multinational organization or even a longstanding academic institution have.

Sounds like truly WISE ideas. Thank you so much for this interview, James.

James: And you.


Are DEI surveys – or any other type of online assessments – also part of the journey you offer your customers, but are you looking to make building, managing, and distributing questionnaires and reports much more time efficient? The Pointerpro team is eager to help you onboard our one-of-a-kind platform. Book a call now.

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About the author:

Jeroen De Rore

As Creative Copywriter at Pointerpro, Jeroen thinks and writes about the challenges professional service providers find on their paths. He is a tech optimist with a taste for nostalgia and storytelling.