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AI agent for diversity and inclusion managers

DEI Progress Scorecard Agent

A consistent scorecard of DEI goals for leadership

ReportingHuman resourcesManagement
See how it worksGet access
DEI Progress Scorecard Agent: what goes in, what the agent does and what you get

What it does

Organizations set goals such as representation targets, inclusion survey scores and training completion, and track them each quarter. This agent pulls the latest figures from HR, survey and learning systems and compares each with its target and trend. It checks that each figure is calculated the same way as last time. If a method changed, it recalculates or explains the change. Small groups are suppressed for privacy. Where goals are off track, it drafts possible causes from the data. Before sending, it checks every target date. The manager approves the scorecard and commentary. Edge case: when a target date passed without the goal met, it is shown as missed rather than quietly rolled forward.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarter ends 2 USES A TOOL Pull figures from HR, survey and learning systems 3 DOES Compare with targets and trends 4 CHECKS THE RESULT Are figures calculated the same way as last time? If not: recalculate or explain the method change. Backto step 2. 5 DOES Suppress groups too small to report 6 DOES Draft causes for off-track goals 7 CHECKS THE RESULT Is every passed target date shown as met or missed? If not: mark the target missed and remove anyrolled-forward date. Back to step 6. 8 YOU APPROVE Manager approves the scorecard 9 RESULT Scorecard delivered
Read the steps as a list
  1. Quarter ends
  2. Pull figures from HR, survey and learning systems
  3. Compare with targets and trends
  4. Are figures calculated the same way as last time?If not: recalculate or explain the method change. Back to step 2.
  5. Suppress groups too small to report
  6. Draft causes for off-track goals
  7. Is every passed target date shown as met or missed?If not: mark the target missed and remove any rolled-forward date. Back to step 6.
  8. Manager approves the scorecardThe agent waits here for your OK.
  9. Scorecard delivered

How it decides

Goals are on track when progress is in line with the target date.

  • Same method each period
  • Missed targets shown as missed
  • Small groups suppressed

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Goals and targets
  • Data sources
  • Scorecard format
  • Suppression threshold

What keeps you in control

It always asks you first

  • Manager approves before leadership sees it

Hard limits

  • Never hides missed goals
  • No individual data

It stops when

  • Done: scorecard delivered
  • Stop: data missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe inclusion score rose from 68 to 74, but the survey had moved from a 5-point to a 7-point scale, so the method check failed. The agent rescaled and found a smaller gain of 2 points. A leadership representation target due Jun 30 had been rolled to December, so it marked it missed. The manager approved the scorecard with that commentary.

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