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Belonging Works

Planner

Free with a Belonging Works account

The inclusion planner that keeps your year on track

A guided, twelve month planning workspace built for HR, DEIA, and ERG leaders. Set goals, pick the right initiatives, and measure what actually moved.

What this is

A planner shaped by the realities of inclusion work

Most inclusion plans collapse the moment a real quarter starts. People get pulled into incidents, leadership shifts priorities, and the spreadsheet sits untouched until performance review season.

The Belonging Works inclusion planner is built for the way the work really happens. It assumes interruptions. It assumes shifting buy in. It gives you a clear annual frame, quarterly checkpoints, and a place to capture what changed and why.

Use it on your own, with your DEIA committee, or as a working document with your executive sponsor. Every section is editable, exportable, and yours to keep.

What is inside

Everything in the planner

1

Annual frame

A simple one page view of your year: goals, focus areas, and the people accountable for each one.

2

Quarterly check ins

Structured prompts to review what worked, what stalled, and what to pause before it eats the next quarter.

3

Initiative scorecards

Score every initiative against impact, effort, and risk so you stop spreading energy across work that will not move the needle.

4

Stakeholder map

Track who needs what kind of update, on what cadence, in what tone, so communications stop being ad hoc.

5

Metrics workbook

Pre built metric definitions for representation, retention, promotion, pay equity, and engagement, with formulas explained in plain language.

6

Reflection prompts

End of year prompts that turn a busy twelve months into a clear story for your board, your team, and your own career.

Free to join. Open the day you sign up.

Create a free Belonging Works account to access every tool, template, and module in the library.