By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

JEDI action plan: how to build one with owners, a dashboard and a comms plan

Most inclusion plans fail in the gap between the document and the day job. The Creating and Implementing a JEDI Action Plan module gives you a working action plan with named owners, a dashboard to track progress and a comms plan to keep people informed.

A practical guide to building and running an inclusion action plan

Published on
October 14, 2026
Contributors
No items found.
Includability
Inclusive Community
More about this member
Subscribe to newsletter
By subscribing you agree to with our Privacy Policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

A JEDI action plan sets out what your organisation will do about Justice, Equity, Diversity and Inclusion: the actions you have chosen, who owns each one, when it will be done and how you will know it worked. A good plan is a working tool, updated as you go, not a document written once and filed.

The Creating and Implementing a JEDI Action Plan module of the JEDI Inclusion Toolkit gives you a ready-made action plan template, a dashboard and a comms plan to run it.

Why do inclusion plans stall?

Most organisations can write a plan. The hard part is what happens next. Actions without owners drift. Actions without dates never start. And when nobody tracks progress, the plan quietly stops being looked at.

Often the plan was not built from evidence in the first place, so the actions do not match the gaps people actually face.

For B Corps, B Lab Standards V2 asks companies to choose actions under JEDI2 and record them in a plan, with more actions needed as companies grow and recertify.

What happens when the plan lives in a drawer?

People hear about a commitment, then never hear about it again, and trust drops.

Leaders cannot see what has been done, so the plan loses support at board level.

And when it is time to show progress, someone has to rebuild the story from scratch.

What does the Creating and Implementing a JEDI Action Plan module help you with?

Creating and Implementing a JEDI Action Plan gives you a working action plan with owners, a dashboard and a comms plan. It takes you from your baseline data, through choosing and prioritising actions, to tracking them and telling people what has changed.

It is easy to follow, concise and structured, whether you are doing the work or reporting on it to your teams, groups or board.

What do you get?

↳ A guidance and support tool for creating and implementing a JEDI action plan

↳ The JEDI Action Plan Template, covering How to use, Baseline data, Action plan, Dashboard, Comms plan and Lists

↳ A user guide for the template

What will you end up with?

↳ A baseline of where you are starting from

↳ An action plan with a named owner, a deadline and a measure for every action

↳ A dashboard that shows progress at a glance

↳ A comms plan for keeping your people and stakeholders informed

Why does it work for any employer?

Every organisation with inclusion goals needs a way to turn them into action and track it. The module is built on good practice first, so it works for any employer, whether this is your first plan or you are rebuilding an old one.

The template does the tracking for you, so the person running the plan spends their time on the actions, not the spreadsheet.

How is it built around the B Corp standards?

Creating and Implementing a JEDI Action Plan supports JEDI2.1 to JEDI2.6 and JEDI2.n in the Justice, Equity, Diversity and Inclusion Impact Topic of B Lab Standards V2.

Your baseline, action plan, dashboard and comms plan show what you chose, why you chose it, who owns it and how it is going. Every module in the toolkit names the criteria it supports and the evidence it produces.

B Lab certifies B Corps. Includability supports the work you supply as evidence.

Where does Creating and Implementing a JEDI Action Plan fit in the toolkit?

The JEDI Inclusion Toolkit follows four steps, in the order that suits you: find out where you stand, decide what to do, do the work, and show what changed. This module sits in the second step, deciding what to do, and its dashboard carries you through to the last.

It builds on Making Sense of Your Data and Gathering Worker and Stakeholder Feedback. The actions you choose will often lead you to Inclusive Leadership, Inclusive Hiring, Onboarding and Induction, or Reviewing and Updating Policies With a JEDI Lens.

For the full requirements by company size, read our guide to the B Corp JEDI
How much does it cost?

What's in each module

What you finish with
What you get
JEDI criteria
Price (Ex VAT)
Justice, Equity, Diversity and Inclusion, and B Corp
What you finish with
A clear picture of what JEDI asks of an employer and how B Corp V2 measures it
What you get
2 guidance documents, 2 slide decks
JEDI criteria
Orientation
Price (Ex VAT)
Free
The B Corp JEDI Knowledge Hub
What you finish with
A reference point for the criteria, the terms and what good evidence looks like
What you get
Access to a range of content related to B Corp, JEDI, Inclusion, 3rd party tools and guides
JEDI criteria
Reference
Price (Ex VAT)
Free
Self-ID Surveys
What you finish with
A survey approach that collects workforce data safely and voluntarily
What you get
1 guidance document
JEDI criteria
JEDI1.1, JEDI1.2
Price (Ex VAT)
Free
Supporting Learning Management
What you finish with
A training needs analysis and a tracker for who has completed what
What you get
1 guidance document, 1 user guide, 1 slide deck, training log, people list, capability gaps, Includability learning, evidence summary
JEDI criteria
JEDI2.b
Price (Ex VAT)
Free
Making Sense of Your Data
What you finish with
A data approach: what to collect, how to protect people and how to report it to your board
What you get
1 guidance document, 1 Census 2021 appendix, measurement selection, safeguards checklist, data gap mapping grid, board report
JEDI criteria
JEDI1.1, JEDI1.2
Price (Ex VAT)
£100
Gathering Worker and Stakeholder Feedback
What you finish with
Feedback routes, plus terms of reference for employee resource groups
What you get
1 guidance document, 1 slide deck, stakeholder map, terms of reference, close the loop record
JEDI criteria
JEDI1.1, JEDI2.f
Price (Ex VAT)
£100
Inclusive Comms and Accessible Events
What you finish with
An inclusive communications policy and an events checklist
What you get
3 guidance documents, content checks, decision checklist, internal communications, external communications, event checklist, barriers and actions, internal tools checklist, internal remediation log, accessibility statement, website remediation plan
JEDI criteria
JEDI2.i, JEDI2.l, JEDI2.p
Price (Ex VAT)
£100
Reviewing and Updating Policies With a JEDI Lens
What you finish with
A policy review process and a record of what changed
What you get
1 guidance document, policy suite audit grid, policy review record
JEDI criteria
JEDI2.c
Price (Ex VAT)
£100
Creating and Implementing a JEDI Action Plan
What you finish with
A working action plan with owners, a dashboard and a comms plan
What you get
1 guidance document, 1 user guide, baseline data, action plan, dashboard, comms plan
JEDI criteria
JEDI2.1 to JEDI2.6, JEDI2.n
Price (Ex VAT)
£300
Inclusive Leadership
What you finish with
An inclusion maturity matrix, leadership commitments and board good practice
What you get
3 guidance documents, 2 slide decks, roles and responsibilities, commitments statement, KPI scorecard, ownership check, activity planner, traits self-assessment, decision record, meeting checklist
JEDI criteria
JEDI2.a, JEDI2.b
Price (Ex VAT)
£300
Creating Inclusion Assessments
What you finish with
A way to assess policies, projects and events, with your evidence ready for an equity audit
What you get
1 guidance document, 1 user guide, inclusion assessment with overview, characteristics and evidence, four domains with ratings, risks, consultation, summary and approval
JEDI criteria
JEDI2.e
Price (Ex VAT)
£300
Inclusive Hiring, Onboarding and Induction
What you finish with
Inclusive job adverts, fairer selection methods and an onboarding checklist
What you get
4 guidance documents, 2 slide decks, 1 UK onboarding checklist, channel map, advert review grid, screening record, method chooser, interview pack, interview adjustments, scoring grid, onboarding review grid, adjustments record, onboarding plan, onboarding checklist
JEDI criteria
JEDI2.g
Price (Ex VAT)
£300
Talent Pooling and Pipelines
What you finish with
Talent pools and pipelines that develop the people you already have, with mentoring and sponsorship guidance to follow
What you get
1 guidance document, 1 slide deck, critical roles, capability map, pipeline selector, engagement plan; mentoring and sponsorship guidance to follow
JEDI criteria
JEDI2.h
Price (Ex VAT)
£300
Paid modules bought separately
£1,900

Or get all 13 modules.

More Options
What is included
Price (Ex VAT)
JEDI Inclusion Toolkit
All 13 modules
£999
JEDI Inclusion Toolkit, Committed Employer rate
All 13 modules, at the partner rate
£650
JEDI Inclusion Toolkit plus Self-ID Survey
All 13 modules and one survey with structured analysis and headline summary reporting
£3499
Committed Employer under £2m turnover, with the toolkit and cultural roadmap
£1,495 partnership plus the toolkit at £650
£2,145
Committed Employer over £2m turnover, with the toolkit and cultural roadmap
£2,995 partnership plus the toolkit at £650
£3645

Bought separately, the paid modules come to £1,900 + VAT, so the full toolkit saves £901. Introductory 2026 pricing. Prices are subject to change.

Who built the JEDI Inclusion Toolkit?

Includability is a UK B Corp workplace culture business. We partner with organisations to build inclusive, diverse, mentally healthy, evidence-based workplace cultures.

We have worked in inclusion and workplace culture for more than six years, with some of the best-known organisations in the UK, through our Cultural Roadmap and support services. Our three directors bring more than 30 years' combined experience and have helped develop toolkits for well-known brands, including sporting organisations. Between them, they cover HR, diversity and inclusion, leadership and governance, mental health and wellbeing, talent and recruitment, inclusive communications and digital accessibility.

We know B Corp from the inside, too. Our directors have been through the B Corp process three times with two different businesses, Includability is a B Corp with a score of 143.2, and the team is working towards becoming B Leaders.

Get the module, or the full toolkit

Creating and Implementing a JEDI Action Plan is available on the Includability Academy for £300 + VAT. The full JEDI Inclusion Toolkit gives you all 13 modules, with guidance, templates, videos and slide decks.

Get Creating and Implementing a JEDI Action Plan, £300 + VAT (£360 inc VAT)

Get the full toolkit, £999 + VAT

Not ready to buy? Four modules are free, starting with Justice, Equity, Diversity and Inclusion, and B Corp. Start free.

Already a Committed Employer? Get the full toolkit for just £650 + VAT. Book a call.

Not sure where to start?

Book a call and we will walk you through becoming a Committed Employer. It includes our Cultural Roadmap with a JEDI Gap Analysis, which shows where you stand today, so you can go straight to the modules that close your gaps. If you already know your gaps, the toolkit is ready to get you started and support you as you go.

The Roadmap shows the gaps. The toolkit closes them and produces your evidence.

Book a call

Download the sales guide

Questions people ask

What should a JEDI action plan include?

Your starting point, the actions you have chosen and why, a named owner and deadline for each, how you will measure progress, and how you will keep people informed. The template has a sheet for each.

Is there a D&I action plan template?

Yes. The JEDI Action Plan Template works as a diversity and inclusion action plan for any employer, with a baseline, action plan, dashboard and comms plan in one file.

Does the template work in Google Sheets?

Yes. The template is built to work in Excel, Google Sheets and LibreOffice, so you can use whichever your organisation already has.

How do we choose which actions to include?

Start from the evidence: your workforce data and what people have told you. Choose the actions that close the biggest gaps and that you can resource, rather than the easiest ones.

Do we need to be a B Corp to use it?

No. The toolkit is built on good practice first and works for any employer. B Corps get the JEDI criteria mapping on top.

Is the JEDI Inclusion Toolkit a certification?

No. Includability does not certify, accredit or verify anything. B Lab certifies B Corps, and the toolkit helps you do the work and gather the evidence.

Subscribe to newsletter
By subscribing you agree to with our Privacy Policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Related resources & events

Sign up for our newsletters

We have an employer and Job seeker newsletter giving you all the latest information in one easy and digestible email. Sign up today for news and job advice straight to your inbox.

By clicking Sign Up you're confirming that you agree with our Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.