Employment Equity Workshop: Assessing your EE Plan, EE Report and EE Implementation

What does this course achieve?

This two-day workshop will equip you with the necessary knowledge to ensure full compliance of the EE Act’s EE Plan and EE Reporting requirements post amendments and prevent multi-million Rand fines. Special features of the workshop include: learning through self-testing your EE documentation against EE Act requirements and EE Best Practice and identifying any gaps you may have in your EE Analysis, EE Plan and EE Reports. Check that your Workforce Profile is correctly aligned to the EEA9 requirements. Obtain individual input and attention from our high-level EE experts, on improvements on your EE Plan and EE Compliance and receive pre-programmed Formulae in Excel you can use to conduct your Workforce Analysis self-test and set EE Goals and test your EE Plan Goals. Who should attend this workshop? Any persons responsible for the EE Plan or EE Reporting compliance or EE Committee/Forum members.

Course outline

  1. The EE Act and its amendments – understanding, inter alia
    • Definitions as amended
    • Amendments to Unfair Discrimination including Equal Pay for Equal Work
    • The purpose of the EE Act
    • The duties of the employer:
    • The requirements of the Section 19 Analysis
    • The requirements for a compliant EE Plan
    • Implementation, monitoring and evaluation
    • EEA2 Reporting 
    • The requirements for a compliant EE Plan
    • How the Department of Labour will assess compliance and EE Plan implementation, and how it will treat non-compliance
  2. Understanding what the EE Act requires – Workforce Profile Analysis and Numerical Goals
  3. Practical examples and exercises by subject-matter experts that will improve understanding of:
    • Workforce Profile
    • Workforce Profile Analysis using a pre-programmed excel formula
    • The setting of Numerical Goals using a pre-programmed excel formula
  4. Ensuring that meaningful EE Goals are set, actively pursued and achieved
    • The setting of challenging yet achievable EE Goals
    • The principles of EE Goal Setting
    • Combining technology and workforce planning to set realistic and achievable EE Goals
  5. Practical exercise using EE Software to set EE Goals
  6. Completion of your EEA2 and EEA4 Reports      
  7. Understanding what the EE Act requires – Barrier Analysis
    • Rationale and assumptions of EE Act’s requirement
    • The choice between and consequences of mere compliance and using the EE Act’s requirements as a strategic lever
    • The relevance of identifying gaps between existing Policies, Procedure and Practices and Best HR Practices in using the EE Act’s requirements as a strategic lever
    • What needs to be done in the conducting of EE Audits when using the EE Act’s obligations as strategic lever
    • Identifying Barriers in Working Environment (inclusive of Corporate Culture and Diversity Inclusion)
      • What needs to be included
      • The relevance of digging deep – impact on retention, productivity and employee commitment
    • Practical examples and exercises by subject matter experts that will improve understanding of:
      • What is a barrier?
      • What needs to be analysed in a Barriers Analysis
      • Methodology to be applied in identifying barriers
      • Identifying Barriers in Policies, Procedures and Practices
      • Identifying Barriers in Working Environment (inclusive of Corporate Culture and Diversity Inclusion)
  8. Understanding what the EE Act requires – EE Plan and Non-Numerical Goals and AA Measures
    • Relationship between barriers findings and the development of AA Measures
    • Practical examples and exercises by subject-matter experts that will improve understanding of:
      • The development and formulation of AA Measures and Non-Numerical
      • Time Frames and Responsibilities
      • The EE Plan
      • Monitoring and evaluation procedures
  9. Problems and Successes in responding to EE at your organisation (exercise)
  10. Self-testing, against the EE Act requirements, your organisation’s:
    • Workforce Profile analysis against the analysis on day 1 using excel formula
    • EE Plan Numerical Goals against the Goals set using the excel formula and EE Software
    • EEA2 and EEA4 Reports
  11. Feedback and discussion on each aspect directly after self-assessment 
  12. Self-testing against the EE Act requirements your organisation’s:
    • Barriers Analysis process and methodology applied
    • Barriers Analysis outcomes of Policies, Procedures and Practices
    • Barriers’ Analysis outcomes of Working Environment
    • Using Barriers Analysis outcomes as basis for AA measures
    • Non-Numerical Goals and AA Measures
    • Timeframes and allocation of responsibilities
  13. Feedback and discussion on each aspect directly after self- assessment
  14. Preparation: Ensuring strategic Planning and Management of EE Transformation
    • Defining the framework for the implementation of effective EE Transformation
      • The need to identify your organisation’s
        • EE transformation Focus Areas
        • EE Parameters ( Existing and Desired States)
      • How the EE Focus Areas fit into the EE Process
      • Planning the Audits
        • Deciding on what is to be audited
        • Deciding how the audits are to be conducted
        • Deciding, in the case of larger organisations requiring multiple EE Plans
          • What is to be audited where and how?
          • How the legal entities’/Divisions’ EE Plans are to cascades into the Holding Company/Group’s EE Plan
      • Planning the EE Plan
    • Planning EE Plan  implementation
  15. The EE Consultative Structure (s), its/ their composition, role and function
    • The need for (an) EE Management Structure(s), their role and function
    • The role of EE Reporting Templates in Managing EE
    • Aspects to be included in a Best Practice EE Policy and Procedure
    • Getting buy-in from all stakeholders
  16. Identifying the main causes for the non-achievement of EE Goals
  17. How technology and EE Goals Management principles can be used to manage the achievement of EE Goals
  18. How EE is to be managed at or across your organisation

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