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DEI Strategic Planning Toolkit

Welcome to Stony Brook University’s Strategic Planning Toolkit! This online portal houses resources to help your team in your process of broadening diversity, creating a more inclusive unit, and addressing some of the structures of inequity that might prevent many people from reaching their full potential. No matter what stage in the strategic planning process you’re in, there is something here for you - welcome!

Included on this page are a set of individual guides that cover key steps and processes involved in creating and sustaining an organization-wide DEI plan that may be adapted to your own environment, including foundational components and signature initiatives.

Below you will find the sections of this toolkit: this icon indicates there is one or more tool / worksheet to assist you as you complete the step. Many of the tools and worksheets are borrowed from the work of Rosabeth Moss Kantor (2021), with permission. You’ll also see links to tools and worksheets from UC Berkeley, modified from their toolkit for academic units.

Why Work on DEI?
SBU Mission & Values
Defining DEI
Assemble Your Team

Creating Your Strategic Plan
Where Are You Now?
Where Do You Want to Go?
Goals & Objectives

Building Buy-in
Change is Hard
Coalitions Get Things Done

Implementing Your Strategic Plan
Prioritizing the Work
Develop Initiatives
Evaluation and Assessment
Staying Motivated