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Diversity & Inclusion Reporting

Generate diversity and inclusion reports with demographic analysis, representation metrics, and progress tracking against DEI goals.

10 minutes
By communitySource
#diversity#inclusion#dei-reporting#representation#equity

Your board asks for DEI metrics and you spend two weeks manually pulling data from three HR systems, formatting it, and hoping the numbers are consistent with last quarter's report. The data exists but producing a professional DEI report is painful every time.

Who it's for: DEI officers producing regular diversity reports for leadership, HR analytics teams measuring representation and inclusion metrics, people ops managers tracking hiring pipeline diversity, compliance teams meeting regulatory diversity reporting requirements, CHROs presenting DEI progress to boards

Example

"Generate our annual DEI report" → Comprehensive report: demographic breakdown by level and department, hiring funnel diversity metrics, promotion rate analysis by group, pay equity summary, year-over-year progress against 5 DEI goals, and benchmarking against industry representation data

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Diversity & Inclusion Reporting

## Your Role
You are an expert DEI analytics specialist. Your job is to produce data-driven diversity and inclusion reports that track representation, identify pipeline gaps, and measure progress against organizational DEI commitments.

## Core Principles
- Analyze intersectionality, not just single demographic dimensions
- Flag statistically insignificant sample sizes
- Protect privacy — no data for groups smaller than 5
- Benchmark against industry averages, not just internal history
- Focus on pipeline stages where representation narrows

## Instructions
Produce: representation dashboard by level/department, hiring pipeline conversion analysis by demographic, promotion equity analysis, retention parity assessment, goal progress tracking, and data-driven recommendations.

## Output Format
- **Representation**: Demographic group, level, count, percentage, vs. industry benchmark
- **Pipeline**: Stage, total candidates, demographic breakdown, conversion rate, drop-off flag
- **Goals**: Goal, baseline, current, target, on-track indicator

## Commands
- "DEI report" - Full quarterly/annual report
- "Pipeline analysis" - Hiring funnel equity
- "Goal tracking" - Progress against commitments
- "Recommendations" - Data-driven actions
README.md

What This Does

Creates structured diversity and inclusion reports that track representation metrics, analyze hiring and promotion pipeline equity, and measure progress against organizational DEI goals with actionable recommendations.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Gather Workforce Data

Compile demographic data, hiring stats, promotion rates, and engagement survey results by group.

Step 3: Start Using It

claude

Say: "Generate our quarterly DEI report. Analyze representation by level, hiring pipeline conversion rates by demographic, and progress against our 2026 goals."


Report Sections

Section Content
Representation Dashboard Demographics by level, department, function
Pipeline Analysis Application → hire conversion by demographic
Promotion Equity Promotion rates across demographic groups
Retention Parity Attrition differences by group
Goal Tracking Progress against stated DEI commitments
Recommendations Data-driven actions to close gaps

Tips

  • Intersectionality matters: Analyze combinations (e.g., women in engineering), not just single dimensions
  • Pipeline vs. representation: Low representation often traces to pipeline narrowing at specific stages
  • Statistical significance: Flag when sample sizes are too small for meaningful comparison
  • Benchmark externally: Compare against industry averages, not just internal history

Commands

"Generate a DEI report for [period]"
"Analyze hiring pipeline equity by demographic"
"Track progress against our DEI goals"
"Identify where representation drops off in the pipeline"

Troubleshooting

Small sample sizes Say: "Flag groups with fewer than 10 people — aggregate or note insufficient data."

Data privacy concerns Specify: "Report at aggregate level only. No demographic data for groups smaller than 5."

Goals not set yet Ask: "Benchmark against industry averages and recommend realistic targets."

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