Filene Launches 2nd Annual DEI Practices & Policies Survey

MADISON, Wis.–With research showing individual DEI practices do not matter on their own when it comes to organizational performance, and that what matters most are bundles of connected practices, the Filene Research Institute has launched its second annual industry-wide DEI Practices and Policies Survey.

The survey asks organizations to complete a 10-minute survey to examine the presence, reach and value-creating effects of DEI practices and policies at credit unions.

“As we begin a second year of data collection on credit union DEI practices, we are excited at the prospect of having longitudinal data evaluating if the changes organizations are implementing around their DEI practices and policies are sustaining themselves,” said Filene Fellow Quinetta Roberson during a Filene webinar. “This will give the industry as a whole the chance to look at change over time and most importantly, through their personalized indexes see how their organization specifically has changed, how DEI practices have impacted their firm performance, and how DEI practices have changed across the industry.”

What’s Being Measured

According to Filene, the new round will continue to measure and track the credit union industry’s adoption of DEI policies and practices bundles and deepen understanding of the effects and relationships between these policies and practices and organizational performance.

Filene said it will expand insights into two additional focus areas:

  • What other success metrics do DEI practice bundles affect, beyond standard measures of financial performance?
  • How do DEI practice bundles affect overall firm performance like internal operations, improved services, or messaging to members?

The survey is now live and available at  filene.org/deisurvey.

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