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A DEI Playbook for Leaders: What I’ve Learned Leading Diversity, Equity & Inclusion at My Company

January 16, 2021 Ryan Wines
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A DEI Playbook for Leaders

What I’ve Learned Leading Diversity, Equity & Inclusion.

Note: A short version of this essay was originally published on December 29, 2020 by The Portland Business Journal.

Amid today’s rapidly shifting societal landscape, leaders are scrambling to navigate the waters of diversity, equity and inclusion (DEI). I started doing the work to build a more equitable and diverse company five years ago, when 13 of my 18 staff members were male and only one was BIPOC (black, Indigenous and people of color). In a rare epiphany, I realized workplace homogeneity was a problem and I committed to addressing it. This was us in 2015:

Marmoset staff, November 2015.

Marmoset staff, November 2015.

My business is headquartered in Portland, Oregon, where about 73% of the population identifies as white. Statistics in Portland’s business community are more staggering, where higher paying and more sought after roles lack diversity. A cliche excuse I often hear expressed by local business leaders is applicant pools are mostly white. My answer: Yes, status quos (and systemic power structures) are hard to break.  

After five years, Marmoset is now 61% non-male and 34% BIPOC, with even greater diversity in leadership and highest paid positions. While systemic white power structures run deep in Portland, my story is proof that a diverse, equitable and inclusive workforce is possible. 

I’ve learned some lessons along the way. And I hope by sharing them here, framed within my own journey, it might help other leaders find their way. 

Lesson #1: Know why you’re doing the work. 

Why do you want to do DEI work? What does it mean to you and what are you looking to achieve? While it can evolve over time, first and foremost always know why you’re doing the work.  

My why is I love my community and I’m committed to making it better. I’m here to change the way the Portland business community shows up, change the way it looks and feels, and how it’s experienced by all. 

My why is to dismantle systemic racism and destroy a 2000+ year patriarchy that’s holding back our community, our industry, and so much more. I’m committed to leveling the playing field and creating more equitable opportunities at my company and in my industry. 

Lesson #2: There are no shortcuts. DEI work takes time.

There have been moments I wanted to do all the work as quickly as possible. It’s uncomfortable having so many eyes on me, wondering why the leadership team is so white and what’s taking so long. Thankfully, I’ve learned from more experienced folks to take the long road to get it right. Doing the work takes a long-term vision, discipline, and more time than you’d think. 

Lesson #3: Assemble a trusted team of advisors.

Five years ago I sought out two people to help me start learning and developing my long-term vision on DEI. One is a business leader who started his equity work a few years prior. Thank you, Ryan Buchanan. The other is a leading DEI expert whose candor, brutal honesty, and unparalleled professional experience has given me more understanding than I’ve found anywhere else. Thank you, Serilda Summers-McGee. I’ve added more peer mentors and experts along the way. 

Having a qualified, trusted team to advise and walk alongside you is especially helpful when the work gets hard and uncomfortable. Peer mentors are there to guide you, pick you up, and help you remember why you’re doing the work in the first place. And it’s critically important to differentiate between who’s actually doing the work with you vs. who’s throwing criticism down on you from the cheap seats. The “Man in the Arena” speech can be helpful in these moments.  

Lesson #4: Develop a long-term roadmap and define success. 

There’s no finish line with DEI work. There’s no consultant or workshop that checks all the boxes. It’s a never-ending commitment to learning, transformation, and impact. It requires a long-term vision and plan, similar to that of a business strategy. 

Start by selecting a date 3-5 years out. Paint the picture of what success looks like. The best goals are set to a timeline with specific milestones along the way. Make your plan SMART.

Working with Serilida back in 2015, these were the long-term goals we set:  

  • Achieve diversity representation better than the demographics of our city/community. Knowing Portland is about 27% non-white, we had to do better than that. This was our first major milepost. And to maximize impact, I wanted that representation to be true at every level of my organization, especially the most sought after roles: creative roles and leadership roles. 

  • Increase the diversity (race and gender) of the artists and the music we represent.

  • Work with more BIPOC and women owned businesses for projects and work where we enlist contractors, advisors, vendors and consultants. 

  • Provide ongoing training and education for leaders and all staff. 

Reflecting back on these now, I wish I would’ve made the goals smarter, more measurable and timeline-based. The best goals are always SMART ones. 

Once long-term goals are set, work backwards, cutting it up into smaller chunks -- similar to how you might approach a business strategic plan.

Lesson #5: You will fail. And you absolutely must keep going. 

This may be the most important lesson of all. This work is hard, and without exception, everyone will misstep and fail from time to time. There’s no avoiding it. 

While it pains me to admit, I too have failed. People have suffered systemic racism, bias, and discrimination at my company too. No doubt about it, we have failed some of our people along the way. And despite our failures, we are committed to learning from our mistakes, and getting better as we go. 

I also accept the fact that I too have exhibited racist and patricarchical behaviors, and at times I have been part of the problem. I’m working on myself -- working to learn about and process the dark parts of our communities and of our history. It’s impossible to do this kind of work if I’m unable to wrestle with my own identity and dissect my own ego.  As they say, acceptance is the first step of recovery.

Lesson #6: Stay focused. 

You’re held to higher standards when you commit to doing this work, and will therefore receive more scrutiny and criticism. Learn to receive it. And say thank you.  

That said, it’s unfortunate society has devolved to cancel culture, where anonymous critics and disingenuous bystanders so quickly tear people down in a public setting. While I support increased accountability, we can do better than drive-by Yelp reviews for humans. 

All the more reason to stay focused on the work. Don’t get distracted by critics, cynics and trolls working against you. If your values, track record and reputation are strong, your community will know that, no matter what’s said about you. 

Blind spots

It’s recently come to my attention that communication has been a blind spot for me. To be vulnerable here, talking about DEI within my own company is something I’ve struggled with at times. At my core, I’m a “talk is cheap” sorta person. So until we’ve achieved some pretty big, meaningful results, I wasn’t too keen on talking about it. I never wanted to be the CIS white, privileged CEO guy standing up in front of a bunch of people (smart people!), talking about all of the diversity work I’m doing. So I put my head down and did most of the work solo or alongside just a couple of my colleagues and advisors, mostly working behind the scenes.

Because of my own discomfort in talking more openly about it, I now see and realize I’ve missed some meaningful opportunities for broader dialog, engagement and alignment within my company. The downside of working quietly behind the scenes is my staff didn’t always know what I was upto. It’s possible some didn’t know if our progress was happening by accident or on purpose. Moving forward, I’m learning to embrace the notion that our staff wants to know what I’m upto -- especially on topics of DEI. And ultimately, they need to hear their CEO and leaders are all-in, leading the way. 

Impact

Five years into the work, Marmoset’s staff demographics are better than Portland’s by every metric. Eight of our top ten highest paid employees are women. Five out of the top six are BIPOC women. There are no pay gaps at my company. Full stop. And the good news: if we can do this in Portland, Oregon, anyone can do it. 

For the people in the back: If we can do this in Portland, Oregon -- anyone can do it.

And for any business leaders out there who may be wondering how DEI impacts the bottom line, know this: Marmoset as a business has never been stronger or healthier than it is today. We’re at our peak right now in nearly every imaginable business metric: cash, resources, profitability, sales, expenses, people, morale and vibes, brand, innovation, momentum and upward trajectory. That said, I buried this fact a little bit because it could be a distracting headline. Doing DEI work to boost the bottom line is shitty… or disingenuous at best. Do it for the right reasons and you can rest assured, the results will follow. Research supports this.

What’s Next? 

Because the work is never done, we continue to raise the bar with our long-term goals and plans. Our staff and Marmoset’s DiversiTeam have gradually taken on more of the work, and have developed several new goals and strategies spanning all teams and functions. For instance, we’ve made good strides in terms of the diversity of the artist roster we represent. Currently, one of our goals is improving the diversity (race and gender) of our top royalty earners. 

Another important long-term goal for me is to one day replace myself or split my role with someone who doesn’t look like me or think like me. Someone who can bring new ideas, with new expertise and experiences, to help take the company to another place. 

I am so grateful our staff has stepped up in big ways over the past couple of years, now much more invested in helping carry the responsibility of DEI with me. I am especially thankful for my colleagues, Nicole Hooper and Jené Etheridge, Marmoset’s DiversiTeam, and many others, for their collaboration and commitment in doing this work. 

The work is endless. And yes, it’s all worth it. 

RW

Note: An condensed version of this essay was originally published on December 29, 2020 by The Portland Business Journal.

*This is yet another essay in-part inspired by my friends Mario and Chris — please check out their work too. We believe the process of public writing helps us learn, grow and improves our lives too. We call ourselves the Western Writers League and someday we might make hats with a cool logo.

In culture, gender, Leadership, Leading Creatives, Vulnerability, Work Life, DEI, Diversity, DE&I, Inclusion, Equity, Portland, Oregon Tags DEI, diversity, equity, inclusion, portland, oregon, business, bottom line, racism, culture, company culture, workplace culture, nurture theory, Work #worklife #companyculture #startups #creatives #creativeleadership #nurturetheory #worklifeintegration #worklifebalance #breaks #takingbreaks #magicpopsicles #health #healthandhighfunction #creativesolutions #startup #startupculture #worklife #work-life #creativity #productivity #startup #leadership #nurturetheory, gender dynamics, gender discrimination, gender, BIPOC, black, indigenous, people of color, leadership, hiring, HR, portland oregon, portland business journal, serilda summers-mcgee, ryan buchanan, man in the arena, cancel culture, SMART, DEI work, DEI goals, DEI strategy, lesssons, trolls, values, CIS, CEO, business metric, cash, profitability, profit, sales, expenses, people, right people, morale, workplace morale, brand, innovation, upward trajectory, results, research, rasie the bar, raise the bar, marmoset, marmoset music, Jené Etheridge, Nicole Hooper, DiversiTeam
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Five Principles For Leading During A Global Crisis

April 13, 2020 Ryan Wines
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Five Principles For Leading During A Global Crisis

A version of this essay was originally published by Forbes.com on April 13th, 2020.

Leading amid a global crisis requires a very specific skill set. First, one has to find a way to stay centered and clear, mentally healthy and strong. Then comes the hardest part: one has to be 100% focused on the most important thing — whatever that may be for you, in your business. Here are five principles to help leaders do just that.

Principle 1: Differentiate between what you can and cannot control.

During a global crisis, the biggest factors are usually outside of your control. Rather than fixate on the newest statistics from the Centers for Disease Control and Prevention or the latest dips in the stock market, try focusing on what you can control. What’s your cash position? Operating expense ratio? Days sales outstanding? Quick ratio? How many client interactions has your team had this week? Have you modeled or re-forecasted to prepare for the unknown?

Do a SWOT analysis for your company. Then, cross off everything that’s outside of your control. This should illuminate where to focus your energy.

Principle 2: Protect your mind.

“Where your awareness goes, your energy flows” is a concept I learned from the Hindu priest Dandapani. He explained that every day we have a finite amount of time and energy. Every moment you spend staring at your iPhone and surfing the web, fixated on your favorite news sites, and refreshing your Instagram feed, is time you’re not spending working on your most important thing — time you’re not spending protecting your company. It’s not healthy.

“Where your awareness goes, your energy flows” — Dandapani

Here are two tips for how to safeguard your mind:

• Use your smartphone to set limits for your internet, news, entertainment and social media use. Block specific websites you may have a hard time avoiding. And if you want to get really crazy, you can turn your screen to Grayscale, so it’s less exciting to look at. Remember, these devices are designed to distract you.

• Don’t start or end your day reading the news. Research proves it can be bad for mental health, productivity and it can inhibit happiness — especially during a global crisis.

Many successful people throughout history and today people begin their days with intentional morning routines. Exercising, reading, journaling, praying or meditating, doing yoga, hydrating and eating a healthy meal are the core components on almost every list. Need help getting started? Check out Hal Elrod’s The Miracle Morning for a framework.

That said, most concerned human beings want to know what’s going on in the world. I get it. Try giving yourself 30 minutes in the middle of the day to catch up on news, and limit yourself to only two or three sources so you’re not endlessly surfing the internet.

Principle 3: Know the difference between facts and analysis.

“Today I escaped from the crush of circumstances, or better put, I threw them out, for the crush wasn’t from outside of me but in my own assumptions.” — Marcus Aurelius

Believe it or not, news headlines cannot ruin your day. Similarly, your email inbox cannot overwhelm you. These are external things that don’t actually have access to your thoughts. They cannot control your mind, nor can they control what you think or how you act. Those emotions you feel, as real as they are, come from within you — not from anywhere else.

“Believe it or not, news headlines cannot ruin your day… These are external things that don’t actually have access to your thoughts. They cannot control your mind, nor can they control what you think or how you act.”

Author Byron Katie explains that pain and suffering abound when we believe our stressful thoughts. Before believing the story you tell yourself, ask whether it’s true. Is it observable? Is it absolutely, without a doubt, true?

The human mind manufactures endless stories, analyses and conclusions all day long. If you choose to believe all of it, that’s on you. You can’t blame external factors for the way you feel and the thoughts you think.

The next time your mind spins out or your emotions crash over you, ask what is true. Seek out the facts. Set your internal theories and analyses aside for a moment, and be objective, like a scientist in a lab. What’s true? What is undeniably factual?

Similarly, be on guard for the stories and analyses of others too. Since the beginning of the current global crisis, my phone has constantly blown up with links, posts, videos, and wild stories from friends and social media. There’s an unusually high number of fear-mongers today, many of whom manufacture every type and variety of worst-case scenario available. Fear sells. It hijacks our emotions, steals our attention and wastes our time. Be on the lookout for facts commingled with stories.

We choose our perceptions, our stories, our commentary and our analysis. We create them or borrow them from others. We choose how we see something and how we react to something. We choose what we believe. When we become aware of our choice in these things, we gain freedom and power.

Marshall Rosenberg’s Nonviolent Communication framework does a wonderful job of presenting the difference between observable facts and analysis/evaluation.

Principle 4: Find peer mentors and confer with them often.

The global crisis has been plenty isolating. Make time to connect with your peer mentors often. Use Zoom, Google Hangouts, FaceTime or whatever works best for you. It’s critical to “meet” more frequently during these times. Pay no mind to your camera quality — what matters is actually seeing each other’s faces, speaking candidly, sharing experiences and encouraging one another.

Business groups like the Entrepreneurs’ Organization (of which I’m a member) and the Young Presidents’ Organization foster peer mentorship. These organizations have something called forums — small groups for sharing experiences, accountability and support. I have a forum composed of seven of the most brilliant business minds in my world. Since the onset of the current global crisis, we “meet” weekly, knowing that in these challenging times, we must draw closer and lean into one another more often.

And give that classic “Man in the Arena” speech by Teddy Roosevelt another read. During a time of crisis leaders really have to tune-out the haters and nay sayers. It’s a time to truly lean into your peers, other leaders, especially those with similar skin in the game, peers who are actually in the arena of leadership and have experience leading in challenging times, making tough calls that impact dozens of people. 

Thank you, Brené Brown for bringing this back to the mainstream. This talk is brilliant.

Principle 5: Default to action.

Under normal circumstances, it’s perfectly fine, and often better, to take more time in making big decisions. During a global crisis however, acting slowly can mean bleeding cash and, ultimately, death for a business. As you read this, businesses in retail, hospitality, travel and other industries are going from healthy financials to the dead zone in a matter of days. For leaders, taking too long to reduce expenses can mean bankruptcy. In a crisis like this one, it’s critical to know your vital signs and act swiftly. And remember — a reduction in a critical expense line can be a temporary thing  —  something to help your company weather a storm. 

The principle of defaulting to action applies beyond just managing a company’s vital signs. During a crisis, it’s critical to move a little faster and be a little more action-oriented in everything you do. Do you have some critical moves you’ve been meaning to make in your business? Maybe you have a big personnel move you’ve been planning for? Is there an innovation or a new capability that needs an extra push to get it launched? Default to action. Get out of your head, stop waiting, and just do it. You can always iterate, change course or optimize as you go. But those who get caught in a crisis like a deer in headlights run the risk of getting passed by competitors who see crisis as an opportunity. As Amelia Earhart famously said, “The most difficult thing is the decision to act, the rest is merely tenacity. The fears are paper tigers. You can do anything you decide to do.“

“The most difficult thing is the decision to act, the rest is merely tenacity. The fears are paper tigers. You can do anything you decide to do.“ — Amelia Earhart

A crisis can be a defining moment for leaders. In these times, it’s critical to not spend too much time in your own head. Practice these principles to stay centered, focus only on what you can control, separate facts from analysis and default to action whenever possible.

RW

A version of this essay was originally published by Forbes.com on April 13th, 2020.

*This is yet another essay in-part inspired by my friends Mario and Chris — please check out their work too. We believe the process of public writing helps us learn, grow and improves our lives too. We call ourselves the Western Writers League and someday we might make hats with a fun logo.

In Mindset, Leadership, Leading Creatives, Crisis Tags Leadership, leading creatives, leading in crisis, crisis, convid-19, covid19, coronavirus, corona virus, pandemic, global crisis, leading in a global crisis, man in the arena, brene brown, dandapani, mindset, mindfulness, protect your mind, Where your awareness goes, your energy flows, Know the difference between facts and analysis, facts vs analysis, byron katie, the work, Nonviolent Communication, nvc, Marshall Rosenberg, Roosevelt, Theodore Roosevelt, teddy roosevelt, default to action, Amelia Earhart, the rest is merely tenacity, forbes, forbes.com
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