Introduction
DEI is taking a hammering and people are asking questions about the role and value of ERGs. Should they be discarded? I think they have a critical role to play provided that certain conditions are met. Below I will discuss why I think this and what those conditions are.
I am a former New South Wales public servant. I have worked in 4 departments, the last one for 19.5 years in roles related to disability to June 2021. In 2008 I contracted GBS and acquired a major mobility disability and a lesser manual disability. In July 2010 I became a founding member of my department’s Disability Employee Network (DEN). In November 2016 I became DEN Chair, a position I held for 3.25 years. In late 2016 the DEN’s membership was severely depleted because of a restructure, and the remaining members were frustrated and dispirited. I took the DEN in a radically different, and highly successful, direction.
On the strength of that success, in June 2023, I was invited to support the leads of the other ERGs in my former department. Over the next 2 years I had to figure out why I had been successful, what ERGs were about, and what they could achieve. I was useful to some ERG leads and of no use to others.
You really don’t know why you are good at something until you try to help others to get good at doing the same thing. You can’t replicate your success in another person. Success isn’t just about one person. It has multiple elements that must come together. And how that happens is way more complex than is imagined.
An effective ERG can be invaluable as a part of an organisational ecosystem. But for it to become that there must be an agreement on what an ERG’s purpose is and how it is going to deliver on it. As a rule, organizations do not understand what ERGs are or what they can do.
Below I offer a theory of an effective ERG based on my experience with my department’s DEN, my subsequent work with some of the department’s ERGs and four years of research into DEI, ERGs and why disability inclusion is so hard to make happen to the extent we desire. This research took me into evolutionary anthropology and psychology, social psychology, organisational behaviour, leadership & theories and neuroscience.
Essential context
My experience of ERGs is confined to the New South Wales public sector. Hence what I say isn’t to be read as being descriptive of a universal situation. However, I do think that the principles and issues I discuss here will be familiar.
My focus is entirely on problem-solving. During my term I neglected celebratory events until the IDPWD in 2019. I had to manage my time and influence, and there were enough unmet needs to keep my attention.
I am aware some ERGs are primarily about celebratory and promotional activities. The same principles I discuss here are relevant to them.
Some essential personal background
This is important because being an effective ERG lead requires a person to be aware of their strengths as well as areas where support or mentoring are necessary.
My lived experience of disability has had an impact on how I see disability inclusion. I have listened to speakers who say they are comfortable living with their disability. I envy that. I acquired my disabilities as a mature adult. They are a pain in the arse. I spent 15 months doing physiotherapy after 3 months in an ICU paralysed from the neck down. That was a sobering time that forced me to face how much my life had changed. I know what I have surrendered. There are so many things that I could no longer do. Hence, I have a focus on problem solving and getting outcomes.
I know others have had way more catastrophic events that have left them with a greater level of disability. How people respond to such life events varies. In the 10 months I was in hospital nobody asked me how I was coping. Rehabilitation didn’t include consideration of my psychological state. So, I came to the DEN lead role with little tolerance for half baked responses and not caring about how DEN members were suffering physically and psychologically.
My work history includes times of intense engagement with disability – in psychiatric hospitals, in Veterans’ Affairs and as an employment officer. My other roles were mostly about engaging with external stakeholders in the private, public and community sectors as a service provider and working in compliance monitoring and contract management. This background developed my skills in negotiation, conflict resolution and relationship building.
I had some experience in management and as a team leader, but I didn’t like it and preferred frontline roles. I liked the challenges of making good stuff happen for people. This turned out to be a critical part of my development as the DEN lead. DEN members were suffering abuse, bullying, discrimination and neglect and I was focused on delivering outcomes that ameliorated their situation.
What an ERG is not
In the NSW public sector ERGs are modelled on staff associations or social clubs. They were assumed to be separate amateur bodies run by volunteers.
The DEN I joined met quarterly for full day meetings. Members from out of town had travel and accommodation costs met. The meetings were well catered as well.
HR provided an excellent secretariat service and HR staff attended the meetings with genuine interest. All the members had to do was elect a chair for the meetings every couple of years, come to the meetings and participate in occasional consultations and research. Disability inclusion was finally on the agenda and stuff was happening, albeit slowly. This was where things went bad from the perspective of DEN members.
There were several problem areas:
- Even though there was a significant backlog of unmet access, inclusion and equity needs, disability inclusion was now competing with other priorities for a share of a constrained resource pie.
- There was no mechanism through which a staff member with disability could seek redress for discriminatory or abusive behaviour against them and there was an unwillingness for such a mechanism to be set up. The DEN terms of reference specifically prohibited agitating on behalf of a member.
- Even though staff with disability experience actual physical and psychological injury because of inaccessible workplaces, dangerous or unsuited working conditions or behaviours (mostly by team leaders, managers or directors) against them that cause distress and stress, issues were not treated as work health and safety concerns.
Promises of inclusion were not delivered because the culture had not changed to any significant degree and the initial prioritization of disability had backed off after 3 years as it became just another theme to add to a wish list.
The early DEN was a passive advisory body and was effective in that capacity. But nobody knew how to evolve it into a useful body representing the interests of its members.
A DEN isn’t like a social club where volunteer amateurs donate their time doing things in favour of staff with disability. The present chair of my former department’s DEN struggles to get the time away from their formal role to attend to DEN related tasks.
What an ERG is
I was leading the DEN in the old ineffectual way, although I was making some progress because I had a Deputy Secretary as the DEN Champion who was committed to disability. As well, I had the department’s Secretary’s full and active support. In May 2018 I attended the Australian Network on Disability’s (AND) annual national conference where the keynote speaker was Kate Nash, founder and CEO of PurpleSpace. Kate ran a workshop on Networkology the next day.
To say that I walked away from that experience radicalised feels mild. I took away two lessons. Disability inclusion isn’t just 4 times a year, and there’s a methodology, a theory. At the same time, I had been transferred to the DEN Champion’s division where I was left free to put as much time into redeveloping the DEN as I needed. This was up to 3 days a week. This extraordinary opportunity lasted 19 months.
In September 2018 I called for volunteers to join the Guidance and Action Team (GAT) – an idea I had just come up with. Things were happening quickly and I needed help and lived experience insights. I got 15 responses from metro and regional offices. Together they represented a spectrum of disabilities, and they were uniformly very unhappy with how they were treated as employees. I required GAT members to be strictly professional. In fact, I said we were a quasi-business unit whose role was to consult with the department on the needs of staff with disabilities and to collaborate on having those needs met.
At the end of February 2019, I presented to the board with 6 colleagues from the GAT with the worst stories of discrimination and abuse. The board was shocked. The GAT speakers felt heard for the first time. Things then really started happening.
In August the GAT was funded to run a 2-day facilitated planning workshop. The resultant plan was put on a spreadsheet and presented to the Board in November, along with good news stories about staff whose work lives had been transformed in the meantime, and a selection of problem areas that needed executive attention.
At the end of 2019 I was invited to join the Disability Inclusion Team and given responsibility for the department’s Disability Inclusion Action Plan (DIAP) and the department’s participation in AND’s Access & Inclusion Index (A&I Index). Neither of these two activities had a single person actively engaged in working on them. I ensured the DEN was embedded in both the DIAP and the A&I Index, so we had an integrated strategy to evolve policies, systems, practices and culture.
My successor DEN chair was offered this role as a full-time role in September 2020, and after I quit the Department in June 2021 they took up responsibility for the DIAP and the A&I Index.
That’s a great story and I am proud of what I achieved. But more importantly we can see the essential elements of an effective ERG:
- An engagement with senior leadership earning their trust and support as a partner.
- A team of subject matter experts acting in a professional manner.
- A clear contract with the organisation and an accountable plan of action.
The things that made this a successful approach are critical:
- The government had a policy of ensuring that the composition of all agencies’ staff reflected the community they served.
- The department had legal and policy obligations to ensure staff with disability had assured access to what they needed to perform their roles, and to ensure they were free from discrimination, bullying and abuse.
- Responsibility for disability inclusion sat wholly with the department. It could not pass it on to amateur volunteers, but it could work with staff with disability prepared to offer additional professional subject matter expertise while juggling their primary role responsibilities.
- Senior leadership wanted to honour those obligations and was prepared to be adventurous and innovative to make it happen.
- The DEN and senior leadership had a strong, open, honest and trusting relationship. They worked together.
The DEN had only one function – to support the department in meeting its legal obligations to its members. It did this through professional and collaborative action.
On the matter of not intervening in individual issues I developed a strategy of identifying system, procedural and responsibility failures which I drew to the attention of the organisation’s leadership, using an individual’s situation as an instance. I could then work with key managers and executives to sort the situation. This worked very well. There was one instance when the secretary rang a recalcitrant line manager and ‘had a chat’.
Employee leadership
ERGs are described as ‘employee led’ and this has created major problems. It suggests that the interests that the employees have are not in tune with their employers. But if we see that the interest is in ensuring the employer has capacity to meet its legal obligations this puts a very different light on the matter.
I was a union delegate many years back. The union and my employer had a relationship that was mutually antagonistic, reflexively so. I went to a union training session on negotiation techniques, and it actually taught escalation to conflict as a first step – as if the only option was to threaten. This was nuts. I started reading the Harvard Business Review from the department’s library to get a better understanding of management. I wasn’t aspiring – just trying to understand. The union’s approach was ignorant, reprehensible and incompetent. I quit being a delegate. I also later quit my membership of the NSW public sector union for similar reasons.
In 2025 employee leadership isn’t about challenging or threatening hierarchical management but about taking the lead on addressing concerns an employer may not be aware of and may not have been able to act quickly on. Managers and executives often misrepresent realities under their responsibility. As a result, the most senior levels of organisational leadership have not a clue about what goes on – especially when it comes to discrimination and abuse. Staff who are subject to such misconduct have nowhere to turn and if they lodge formal complaints, they are frequently victimised and punished. The more determined resort to legal action – and suddenly the organisation pays a lot of attention – but this time to defend the perpetrators. This is in-group bias at its worst.
I have heard remarks that some organisations, disappointed with what’s happened with DEI and ERGs, want to do away with both and leave it up to the organisation’s staff to ‘do the right thing’. In most cases that is either naïve, intellectually lazy or morally repellent. Going back to how things were is no answer. DEI must be fixed and ERGs must be rethought.
In the context of Disability ERGs, the nature of disability must be reviewed and rethought. My personal view is that I deal only with disabilities that are relevant to the workplace and which are actual disabilities requiring adjustments and accommodations. In the current climate of identity politics there are questions around ND that must be resolved on the basis of clear and credible evidence and not popular political passion. This is the organisation’s responsibility and not something a disability ERG has any business getting involved in. The ERG’s function is in assisting an organisation to meet its legal obligations, not to define them.
Two areas where Disability ERGs go astray
Leadership
There is a myth that an ERG lead must have a disability. Obviously, it would be preferable, but what is the sense of sacrificing capability for a lived experience that can represent only a small number of people.
As the DEN lead I got an education about the lived experience in the workplace of staff members who were deaf, blind, autistic, had degenerative diseases and wheelchair users. Having a disability myself meant I could resonate with stories of existential loss and concern, but not the specifics of lived experience – which I needed to know. People who were sensitive, empathic and compassionate could represent the needs of people better if they also possessed the capabilities I discuss below. Among the disability leads I know these capabilities are scarcely encountered. Before I acquired my disabilities, I had worked in 4 roles that gave me frontline connection with people with disabilities. I was good at defending their needs and rights then. Disability is so complex that no one person with a disability can ‘represent’ all.
It is by far preferable to have a disability ERG lead who has the requisite capabilities, and possessing those capabilities must be not negotiable – unless a candidate for a leadership role is assessed as capable of developing them under a genuine mentoring program.
A constant problem in the public sector is that ERGs are elected, and this commonly results in junior staff with none of the critical capabilities and a reflexive deference to senior officers becoming leads. These elections are a legacy of thinking an ERG is like a social club. Usually there is no capability requirement, and no selection criteria. Candidates write pitches to members and members vote with no critical sense of who they are preferring. I was surprised to discover how few ERG members vote – often less than 10%.
When I became DEN chair it was because the incumbent chair had quit the department and I was the deputy chair. The first time I sought election I didn’t get anywhere at all. I am not having a gripe – just making a point. But, to be fair, back then being DEN Chair wasn’t much more than chairing a meeting 4 times a year.
A few years back I watched a webinar featuring ERG representatives from the HSBC Bank in Australia. They described how the ERG lead roles were subject to competitive recruitment. The webinar was disappointing in that the host, who had no evident ERG experience, didn’t draw out critical insights. But we did learn that the lead roles were high status and that the ERGs were well resourced. Evidently the bank’s leadership took the groups seriously and they delivered benefits to staff members and the bank.
I think that who leads an ERG matters hugely to members and the organisation. So, leadership roles must be filled by a competitive recruitment process in which decisions are made by an equal number of ERG and organisational representatives. Of course, this means that being an ERG lead is seen as a high-status role that contributes to career progression. This might entice executives with disability out from behind their camouflage.
Being an ERG lead is a very hard job, and the better you are at it the more skilled you will be. So, if you want a very effective ERG, you need a skilled and sophisticated operator.
What is critical here is that the organisation is as invested in the effectiveness of the ERG as its members are. And this is a problem for both the ERG and the organisation. This was a weakness in my situation. I had strong relations with the Secretary, 2 Deputy Secretaries and a key Executive Director. But we were in an innovation phase, and we didn’t get the opportunity to lock in an understanding of what we had created. In fact, it took me several years after leaving the department to make sense of what we had achieved and why the advances we made were vulnerable to the decline that followed on.
What we had created wasn’t a system, process or an assured part of the culture. While the benefits persist to this day, the methodology has not. It is only over the past 12 months that this has become apparent to me.
What we failed to do was develop a theory of the ERG’s relationship to the organisation’s legal responsibilities, how the ERG worked with the organisation and how it should function. We had all this in our heads; we just didn’t formalise it.
Structure of the ERGs
An effective ERG is a novel thing – an innovation. So those involved in leadership must be capable of stepping outside the business-as-usual frame. And here I mean not just ERG members but organization’s executive leaders as well.
The old idea of a staff association or social club supposes that being ‘employee led’ means that the organization is hands off. But if an ERG is understood as a de facto business unit which collaborates with the organisation in meeting its legal obligations, there is an implicit ‘leadership’ relationship. I don’t mean in a command-and-control sense.
Here my use of the term ‘de facto business unit’ might cause some confusion. As DEN lead I created a relationship with the department that had a professional connection with other business units. We weren’t a business unit in any formal sense, but we behaved as if we were. That gave us credibility and accountability. We had a mission the board signed off on, and our job was to deliver on it in collaboration with other business units.
Since then, I think a more formal set-up is preferable. What we had been doing was experimenting. What we did worked very nicely. But there were vulnerabilities in the model. Innovations must become established. That has risks as well. Repetition dulls the innovative spirit. This is why the spirit of an employee-led ERG must be retained. The ERG must retain the capacity to call out the organization whenever it tries to dilute or duck its obligations – which is inevitable. That’s just how organisations are.
I was recently talking with a friend who was preparing to defend his PhD thesis on whether a quality management system can improve public sector agencies. He introduced me to the quality management system ISO9000 which has 49 quality activities. One is “empower people to determine constraints to performance and to take initiatives without fear”. This is precisely what an effective ERG must reflect.
My preferred Disability ERG model is what I call peer-to-peer. It is a voluntary relationship between ERG members and organizational leaders in which the ERG members are subject matter experts in terms of lived experience of disability in the workplace and the organizational leaders bring expertise in organizational operations and governance. Together they collaborate on helping the organization meet its legal obligations toward staff with disability.
This model requires a clear shared understanding of the organization’s legal responsibilities and the creation of an accountable agreement to work toward ensuring these obligations are met.
It should also include mutual mentoring obligations. This is critical because there is way too often an inclination to engage in entirely transactional engagements and not establish relations that develop insight and empathy.
The model is, however, primarily focused on problem solving. The problems to be solved include:
- How to get the best insight to support effective design/redesign of policies, procedures or systems.
- How to get feedback on whether what is in place is working.
- How to identify and address unmet needs.
- How to identify and address non-compliance with established obligations, policies or procedures.
- How to effectively deliver awareness of disability inclusion obligations, policies and procedures to staff with disability, their team leaders and key decision-makers.
- How to deal with discriminatory and abusive arseholes. They are in every organisation and if they are in leadership ranks, they reliably get the in-group pass. That has to stop.
The ERG’s leadership team might comprise 4 persons who have agreed attributes. Below are the 5 attributes I would look for in at least 2 of the members. I don’t say all 4 because this is an opportunity to develop ERG member with leadership potential:
- Negotiation and persuasion skills backed by political nous.
- Strategic analysis, planning and project management skills.
- Relationship building skills backed by effective emotional intelligence.
- Overall credible standing in the organization and a capacity to engage with junior and senior staff.
- An empathic connection with ERG members and a commitment to ensuring unmet equity, access and inclusion needs are addressed.
An essential consideration is that this leadership team must be taken seriously by the organization by recognizing it as a high-status career development role and membership of the leadership team is only via a competitive recruitment process.
Conclusion
During my consultancy I was astonished to learn that there was no agreed vision of what the ERGs were about. Most were unable to articulate a value proposition. None could give an ‘elevator pitch’ on their value to members or the organization. And yet the leads all wanted more time. Even so, when they were asked for a strategic plan not all delivered.
What was clear was that the model the ERGs were based on was flawed, those who put their hands up be leads didn’t have the skills/experience to ‘hit the ground running’, and that there was no deep relationship between the ERGs and the organization. There was no agreed contract.
It would be unkind to put the onus for this situation on the ERGs. The department was very hands off. It didn’t have a sense of the value of ERGs to begin with. They seemed like a good thing as part of the general trend. The DEN was the prototype DEI ERG, and the other ERGs were modelled on it, but without a detailed analysis of why it had the success it did.
ERGs succeed or fail depending on the people involved. If neither the ERG leads nor the organization had an actual theory of what an ERG is, what it should do or what service it should provide, success will really be down to the random chance of the right people being in the right roles at the right time.
When I quit the department, my focus was on the wider question of why disability inclusion was so darned hard. I had only dimly reflected on why I had been so successful – until this became an urgent need during the consultancy. I needed to know what the underpinning principles of my success were. Were they replicable?
I had been doing a lot of reading on leadership. Loretta Malandro’s Fearless Leadership was a huge inspiration. Looking back on my career I realised that I had a track record of leadership and innovation going back decades. It was modest stuff as things go for a front-line worker, but it was effective, though not always appreciated by my management.
And then I was in the right place at the right time at the 2018 AND conference. Kate Nash gave me a critical education and I ran with it. I was also blessed with having the support of the department’s Secretary, two deputy-secretaries and an executive director as well as support from the Manager Inclusion & Diversity.
When I say the 15 members of the GAT were the heart of the DEN, the responses I get suggest that I am just saying that because it’s the kind of thing one is supposed to say in a public performance of modesty. I am touched that people think this, but I do sincerely mean it. The GAT was a critical innovation, but as subsequent developments have shown, it must be employed in the right way.
I am conscious of the adverse feelings toward DEI and the wide belief that ERGs are of little or no use. The ones that do do good work are unlikely to be analyzed, but neither are the ineffectual ones. Because there is a widespread belief ERGs are ineffectual there hasn’t been any strong motive to research them. To be honest, that’s a fair assessment.
There is no theory of ERGs. When I went searching for one, I explored the NSW Public Service Commission’s pages on ERGs. The content was sensible enough but there was no guidance on context, nothing about the critical insights that are needed.
What is interesting to me is the level of resistance I meet to the idea that an ERG can be a professional and effective agent that partners with its organization to help it meet its legal obligations to its members. This resistance comes not just from organizations but also from disability ERGs. There is a lot of work involved, and a lot of skill required.
If an organization is serious about ensuring equity, dignity and inclusion for its staff members with disability it must see that this is a complex and difficult task that requires competent professional input – from an ERG and the organization working together.
A competent ERG may be the only way an organization can meet its legal obligations.
Finally, DEI seems to me to be way more complex than many practitioners understand. The business of addressing real equity, dignity and inclusion challenges needs to be upgraded from well-intended sentiment to seriously skilled work.
A few years ago I developed the idea of a one year course – a Masters of inclusion – that could lay out the critical knowledge and skills necessary to do DEI and ERG lead jobs to the necessary professional standard to be effective.