Project Scope:

  • 3-Year Diversity, Equity, and Inclusion Strategic Plan and Implementation 


  • Performed organization-wide DEI Assessment to establish a baseline and identify gaps within current DEI Proactive  
  • Established shared DEI language and Vision to increase buy-in at all levels (board, leadership, staff, and stakeholders) 
  • Developed a DEI Policy to guide DEI Initiatives   
  • Benchmarked competitors and created a DEI strategic plan that aligned with organizational goals and had defined metrics  
  • Created DEI Curriculum consisting of 10 learning offerings (virtual, in-person, and on-demand)
  • Integrated DEI Communications Strategy into overarching Communications Plan 
  • Implemented Executive and Leadership Coaching to build DEI capacity  
  • Revamped processes and practices utilizing a DEI Lens (i.e. recruiting, hiring, onboarding, retaining, performance evaluation, and promotion and advancement) 


  • Pathward is cultivating a culture of inclusion and belonging and was named a Best Places to Work.
Scroll to Top