G.57 ANNUAL REPORT 2019 2 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 CONTENTS
4 WHO WE ARE AND WHAT WE DO
7 CHAIR'S REPORT
8 OUR BOARD
11 CHIEF EXECUTIVE'S REPORT
12 STRATEGIC PILLARS Foundations for the future Trusted advisors Growth Leadership and best practice Reach
19 FINANCIAL STATEMENTS Statement of Financial Performance Statement of Financial Position Statement of Cash Flows Statement of Accounting Policies Notes to the Performace Report Statement of Service Performance
28 TRUST MEMBERS
30 TRUSTEES REPORT
30 TRUST DIRECTORY
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 3 WHAT WE DO We are the national body for workplace diversity and inclusion.
We help New Zealand organisations do workplace inclusion well and do well because of it. We do this through research, education, advice and the promotion of best practice.
HOW WE DO IT We actively engage with all our members to help them make positive progress each year towards building more diverse and inclusive workplaces.
We connect with organisations all around New Zealand to promote the benefits of workplace diversity and inclusion. We are committed to making diversity work positively for New Zealand. Our members can expect that we are: • Welcoming • Generous with our knowledge • Optimistic about being change makers • Trusted, research-led, committed and pragmatic advisors
4 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 WHY WE DO IT Our members, and other organisations we engage with, build a more inclusive Aotearoa New Zealand through diverse and inclusive workplaces.
EQUAL EMPLOYMENT OPPORTUNITIES TRUST DEED 1992 - TRUST PURPOSE To encourage the voluntary promotion of Equal Employment Opportunities as good management practice. To do this for the benefit of designated groups, those groups in the community disadvantaged by inequality of opportunity in all forms of paid employment, including: • Women • Māori • Pacific Island peoples • People from any ethnic minority • People with physical disabilities • People with mental disabilities • Other people recognised by the board as being disadvantaged.
To do this through activities that include research, education, advice and recognition of best practice.
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 5 6 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 CHAIR'S REPORT An important role for organisations like Diversity Works New Zealand is to contribute to those conversations where the stakes are high and opinions vary. But as an organisation we have learnt to have those conversations and advocate for behaviour changes within organisations that reflect new and changing employment values.
The last decade has seen a growing awareness around the issues of diversity and inclusion both in the private and public sectors and the response has been positive. It would have been easy to respond with tick box compliance but both sectors have endeavoured to pursue further change by way of participation in the many educational programmes Diversity Works New Zealand have available and others have used our awards to celebrate change and show others the beneficial consequences that good management behaviours deliver.
Diversity Works New Zealand is no different. We have enjoyed a challenging but rewarding year and have managed these modern-day issues that confront businesses and organisations across New Zealand. We have adjusted our offering and resources, we have invested in our people and technology and built our membership and the networks this provides us. Our organisation, from the Trustees to the Chief Executive and her team, are stronger for the work we do and we are privileged to be able to do it.
As you can see from our result, our revenues were up which is a good reflection and an indication that our product offering is right. The surplus for the year ($150,293) sits well alongside our total accumulated funds ($853,500) and positions us well for continuing product development and research.
My thanks for the opportunity to work over successive periods with passionate and committed Chief Executives and Trustees.
MICHAEL BARNETT Chair, Diversity Works New Zealand
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 7 OUR BOARD SUSAN DOUGHTY OF TRUSTEES Director - Talent & Engagement, Fonterra Co-operative Group These are the Trustees serving A former partner at Ernst & Young on the board for the year ended Limited, Susan has devoted her 30 June 2019. career to raising awareness of equity issues and promoting change. Along For full Trustee biographies, with a corporate career spanning 25 visit diversityworksnz.org.nz years, she has been the director and co-owner of two businesses. Susan is the President of YWCA Aotearoa and a current Board member of the Auckland YWCA, and led the design and launch of the YWCA Equal Pay Awards in 2013. PRIVATE SECTOR
CHRIS LITCHFIELD MICHAEL BARNETT JOHN CHRISTIE Managing Director, Coca Cola Chief Executive of the Auckland Director of Enterprise Dunedin Amatil New Zealand Limited Business Chamber John is a senior management Chris Litchfield is the first Kiwi Michael Barnett is a highly respected executive with previous director, CEO appointed as Managing Director of voice for business and has led and project manager experience at Coca-Cola Amatil New Zealand, a the Auckland Business Chamber several high-profile New Zealand position he has held since 2014. His for more than 25 years. He leads organisations. In his role as Director career at Amatil began in 1993 whilst a management team dedicated of Enterprise Dunedin he is a he was completing his BComm in to fostering business success by member of Dunedin City Council’s Accounting and Economics from providing a wide range of business executive leadership team. His The University of Canterbury. He is advisory and support services to the governance experience includes dedicated to leading diversity and business community. roles with Otago Polytechnic, South Canterbury District Health inclusion and ensuring Amatil is a He was a proud recipient of a NZ Board Audit Committee, Warbirds leading force for change in the New Order of Merit in 2011 for services Over Wanaka, Taieri-Strath Taieri PHO Zealand FMCG sector. to business. and New Zealand Chambers of Commerce.
8 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 PUBLIC SECTOR
ADRIENNE MILLER NAOMI FERGUSON HELENE QUILTER Consultant and Independent Commissioner and Chief Executive, Secretary of Defence, Director Inland Revenue, New Zealand New Zealand Ministry of Defence (term completed) Adrienne is an experienced senior Naomi has been Commissioner and executive and legal counsel, having Chief Executive of Inland Revenue Helene has been Secretary of previously held roles at Watercare, since July 2012 and she chairs its Defence and Chief Executive of Downer New Zealand, Carter Holt Strategic Governance Board. She the Ministry of Defence since Harvey (Woodproducts NZ) and has more than 25 years' experience December 2012. She has led a Waste Management New Zealand. working in revenue agencies in programme of change across all After leaving Watercare in early the United Kingdom (UK) and New aspects of the organisation and the 2018, she founded Cupola - a Zealand. Naomi contributes to way it partners with other defence boutique consulting practice. several public sector wide initiatives and security agencies. Helene has She currently sits on the WIN and groups, including the Women over 38 years’ experience in the Board, the Infrastructure New in Government Network and is a Public Service. Immediately prior Zealand Advisory Board seeking member of the Ministry of Justice to her appointment as Secretary to achieve greater diversity in Risk and Audit Committee. of Defence, she was a Deputy the infrastructure industry. Commissioner at the State Services Commission.
MICHELLE HIPPOLITE RANJNA PATEL Chief Executive, Te Puni Kōkiri DEBBIE POWER Director of Nirvana Health Group (Ministry of Māori Development) Chief Executive of the Ministry Ranjna has spent four decades (term completed) of Social Development growing Nirvana Healthcare from Michelle Hippolite from Waikato, Debbie is the Chief Executive of a family business to 46 clinics Rongowhakaata and Te Aitanga-a- the Ministry of Social Development with more than 1000 staff. As well Māhaki is the first female Toihautū where she leads one of the largest as Ministerial appointments to (Chief Executive) to lead Te Puni public service departments in New NACEW, the Lottery AK Distribution Kōkiri; it’s a position she has held Zealand. Prior to this appointment, Committee, and the Ethnic since 2012. With more than 20 she was the statutory Deputy State Communities Development Fund, years of experience in the State Services Commissioner and Chief she is also a Trustee of the sector, Michelle has held several Executive of the State Services Kootuitui ki Papakura Trust, senior roles. A career highlight was Commission, moving to this role Director of the Bank of Baroda, providing leadership in government in 2015 from the Ministry of Social Executive Trustee of Total for the establishment of the Māori Development (MSD) where she Healthcare Otara and a member of Television Service and constructing was Deputy Chief Executive the Global Women and Co. strategies for Te Reo Māori. Service Delivery. of Women Boards.
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 9 “As the national body for workplace diversity and inclusion, it is our privilege to encourage, advise and highlight best practice.”
10 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 FROM THE CHIEF EXECUTIVE The supreme winner of the 2018 Diversity Awards NZ™ was the New Zealand Defence Force for their Operation Respect programme. Operation Respect defined respectful relationship behaviours, educated 11,000 employees about sexual ethics and developed shared language to make it easy to call out behaviours that don’t match the standard.
It engaged every employee and Each of them is committed to We have had a successful year provided specialist support for doing diversity and inclusion because of new members and anyone who needed it. In a year well, even when it is hard. As increased member activity. where there was a lot of talk the national body for workplace We are supported by a committed about sexual harm in the diversity and inclusion, it’s our group of Alliance Partners. workplace, the judging panel privilege to walk alongside them We are grateful both for their wanted to recognise NZDF’s to encourage, advise and highlight financial support and for their definitive action and how they best practice. leadership of national workplace shared their learnings openly. inclusion projects. During the 2019 financial year, we Doing workplace inclusion well have welcomed more than 100 During my first full year as steward is hard. new employer donor members; of Diversity Works New Zealand, Air Vice-Marshall Andrew Clark, articulated the business and social we have focused on a five- Chief of Air Force and Chair of advantages of workplace diversity point agenda that allows us to the Operation Respect Steering and inclusion to more than 5,000 actively engage with our growing Committee, would be the first people, including audiences from membership base, to deliver value person to tell you that the win new industry sectors, all around and insight and to encourage made them want to do more, the country; introduced a new positive progress. As I write we are better. When he spoke to our mobile-accessible website that reviewing member insight research members in Christchurch this was visited 80,400 times; and had to see how we can do better on all year, he was open about the nearly 9,500 downloads of our three factors. This annual report challenges and acknowledged, resources, including our major document is designed to show you “We have a lot to learn and a long research review on the Case Model the achievements and outcomes way to go, but we are absolutely for Workplace Diversity. of our dedicated team in each of committed to an inclusive and our five agenda areas. Our unique partnership between respectful working environment.” the government and employer Every day of the year, we connect donors has been a defining feature with individuals who are stepping of our organisation since its up and leading organisation-wide inception in 1992. The income to inclusion initiatives. Sometimes, do the work outlined in our Trust this is the focus of their job Deed comes from membership description, but often, this is donations, government funding RACHEL HOPKINS something done in addition to and services fees for education Chief Executive, their day-job because they want and advice. Diversity Works New Zealand to be allies and accelerate change.
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 11 OUR STRATEGIC PILLARS 1. FOUNDATIONS FOR THE FUTURE During FY19 Diversity Works New Zealand invested in team capacity and capability, as well as in systems and processes to improve our service and performance.
We welcomed several new team During the year we renewed members to deliver value to our long-standing Alliance our members and enable us Partnerships with: to engage with a wider • Coca-Cola Amatil constituency in promoting • Department of Internal Affairs workplace diversity and inclusion. Senior appointments included: • Russell McVeagh • Skills Highway • Dr Guillermo Merelo, who has • State Services Commission DR GUILLERMO MERELO a PhD in the subject of cultural diversity in New Zealand from • Te Puni Kōkiri the University of Auckland and • Vodafone is an internationally published author on the topic. We launched our new mobile-enabled • Mary Haddock-Staniland, who website with new has a professional background UX design and in HR, business development integrated it with our and administration as well as CRM Pivotal and Xero being a prominent transgender accounting software rights activist. MARY HADDOCK-STANILAND at the same time.
12 DIVERSITY WORKS NEW ZEALAND | ANNUAL REPORT 2019 OUR STRATEGIC PILLARS 2. TRUSTED ADVISORS We are trusted advisors to our employer donors as they take deliberate action toward workplace inclusion; actions to remove employment barriers for people who experience discrimination, disadvantage or disability and actions to build workplaces where every employee can contribute their best to the success of the organisation.
THE WORKPLACE DIVERSITY WORKSHOP CONTENT REVIEW team from Massey University and CASE MODEL As the national body for workplace the University of Auckland and diversity and inclusion, we pride revealed growing awareness and ourselves on offering training that improving practice alongside several is research-based and expert-led. diversity issues that continue to This year we reviewed the material require more attention. Following the for our Unconscious Bias, Men As release of the report, Chief Executive Allies, Aspiring Female Leaders Rachel Hopkins encouraged and Improving Cultural Intelligence business leaders to consider training. The materials were updated how women were represented in by a subject matter expert, then decision-making roles, initiatives peer-reviewed by diversity and in place to engage our aging Workplace Diversity Case Model
BY DR GUILLERMO MERELO DIVERSITY MANAGER, DIVERSITY WORKS NEW ZEALAND inclusion practitioners. Additionally, workforce, actions to remove bias we created training material for our from recruitment and promotion new workshops, Inclusive Leadership processes and recruitment and Authored by our Diversity Manager and Foundations of Bi-culturally promoting career development Dr Guillermo Merelo, this is a Confident Organisations. for people living with disabilities. powerful research review that will This year we also partnered with NEW ZEALAND WORKPLACE help all New Zealand organisations The Diversity Agenda. Data from its DIVERSITY SURVEY unlock social and economic success members was analysed as a subset through workplace inclusion. It to get a snapshot of the architecture Formerly the Equal Employment Opportunities Trust Formerly the Equal Employment Opportunities Trust covers all the local and international NEW ZEALAND and engineering industries, then evidence demonstrating that DIVERSITY SURVEY shared in a post-survey workshop 2016 Bi-Annual Report – April inclusion is more than just the in Wellington. right thing to do, it is a strategic DIVERSITY AND INCLUSION imperative that increases operational April 2018 STOCKTAKE REVAMP performance. The report is designed More than 60 organisations have to equip people leaders with all completed our new Diversity and the evidence they need to talk Inclusion Stocktake since it was confidently about why diversity and New ZealaNd workplace diversity survey 2019 re-launched in February 2019. This is inclusion works, so that they can as many as completed the original get on with the how. Developing © DIVERSITY WORKS NZ 2019 stocktake in the three years from your inclusive culture will give your Conducted annually, this survey 2015 to 2018. organisation the ability to plan of public and private sector better, drive representation in your WEBSITE VISITS organisations throughout New workforce and use demographics In the 2018-2019 financial year, Zealand provides a fresh snapshot to anticipate customer needs visitors to our website viewed a of how our workplaces see and and opportunities. total of 157,500 pages. The number respond to diversity issues. The April of resource downloads during that 2019 survey had 369 respondents. period was 9241. It was analysed by a joint research
ANNUAL REPORT 2019 | DIVERSITY WORKS NEW ZEALAND 13 OUR STRATEGIC PILLARS 3. GROWTH There is a growing interest in doing diversity and inclusion well across organisations of all types, sizes and in a wide range of industry sectors.
For example, we have seen a big increase in entries in our awards programme; the rise of specialist diversity and inclusion roles in organisations; and an increase in traffic to our website. To deliver the work envisaged in our Trust Deed, we need to be able to meet this EDUCATION TAILORED FOR demand and deliver the standard of research, education and advice MEMBER ORGANISATIONS expected of a national body.
WE CUSTOMISED MEMBERSHIP GROWTH 2017-2019