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Your Journey to Centering Racial Equity

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Who We Are

This workbook is designed as a companion to A Toolkit for Centering Racial Equity Throughout Data Integration. These activities have been developed and refined through almost two decades of site-based technical assistance in supporting the development of shared data infrastructure with an emphasis on the IDS quality components— governance, legal, technical, capacity, and impact. Many of these activities feature prominently in AISP’s Equity in Practice Learning Community (EiPLC). You can access the full scope and sequence for the EiPLC here.

You can learn more about the AISP team and the AISP Equity Fellows here.

Suggested Citation:

Hawn Nelson, A., Algrant, I., Lewis, B., Jenkins, D., Paull, K., et al. (2025). Your Journey to Centering Racial Equity: A Companion Workbook to AISP’s A Toolkit for Centering Racial Equity Throughout Data Integration. Actionable Intelligence for Social Policy, University of Pennsylvania. https://www.aisp.upenn.edu/centering-equity/

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Recommitting to Racial Equity in Hostile Times

  • That many of us are grieving.
  • That the work continues even when it cannot be named.
  • That the circumstances surrounding the work you do have changed drastically since January 2025.

We acknowledge:

The grief and the gain:

  • Review: liabilities that could erode social license, even if uses are “legally allowable”
  • Assess power & risk: who could create harm, and what kind?
  • Keep: What activities will draw the least fire/attention, while doing the most good?
  • Leave: What can we let go of that reduces risk, but not The Why?
  • Take care: They can’t take away embodied practices.

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"Those of us committed to racial justice, democracy, and mutual well-being know that safety does not come from hatred; it comes from solidarity with all who yearn for a world centered on mutual care and concern."

Tema Okun

The rest of Kim Paull’s advice for committing to “The Why” here on slide 3

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Get Going!

Why this Workbook

This workbook is designed to be used, reused, shared, and altered. Make your own copy and do with it as you please. Take what is helpful, leave what is not. Don’t be afraid to push past your comfort zone, dream big, and then start small. Ultimately, we hope this helps you take actionable steps to make practical change. Remember, “little strokes fell great oaks” - Benjamin Franklin.

For nearly two decades, we've provided site-based technical assistance to government agencies and their research partners for ethical and effective public data use, and we've learned this work is slow and complex. This workbook is a starting point, designed to help bring about action. We believe the perfect should never prevent action toward progress and creating something better than the status quo. Wherever you are, however you come to this work, and whenever you got here, welcome.

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Note: Make a copy (file → make a copy) and you have your own version to edit, fill in, and change as you wish.

Check out the video introduction to the workbook if you have questions

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External Reflection

As you think about your work:

What aspects of the toolkit will be useful for your organization?

How does your organization react to conversations about race, racism, and equity?

Internal Reflection

As you read the toolkit:

What suggestions feel feasible?

What suggestions feel uncomfortable?

What seems like wishful thinking?

What section(s) of the toolkit feel most relevant to you?

What lesson(s) will you take with you?

What does not feel relevant?

What questions are you left with?

What is one thing you personally will do to center racial equity in your work?

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Note: Reflection is an ongoing process. Use these questions as you read the toolkit, after you have read it, or a combination of both.

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Behavior Norms

Conversation Norms

Reflection Norms

Before Starting Any Activity:

Co-Create Discussion Norms

Hold space for silence

Take what you need, ask for what you need

Assume best intent, acknowledge harm, and work to repair

Use “I” statements

Listen actively and respectfully

When in doubt, ask

Language is powerful - use words carefully and intentionally

Respect confidentiality

We learn from each other

Discomfort is a part of the process - embrace it

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Note: Norms should be created together with the people being engaged. These are great examples, but it is important to curate them to your context.

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This Workbook Has 2 Main Parts

Exercises and activities to examine history and power to then create a more equitable vision for the future

Project-specific activities to actualize equity

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Part 1: Laying the Groundwork

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Part 1 Table of Contents

  1. Getting Ready
  2. Getting Grounded
  3. Creating a Shared Vision
  4. Building Your Equity Ideology
  5. Understanding Power
  6. Identifying Your Roles

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  1. Getting Ready

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Essential Questions:

  • How can data be used to share power, build relationships, and deepen trust?
  • How is language used to operationalize concepts related to data infrastructure and racial equity?

Evaluate and build organizational readiness to support data practices that center racial equity and incorporate community voice.

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Take a Look at the

Micro, Mezzo, and Macro

Throughout this toolkit there are activities that work to dismantle structures of bias at the micro, mezzo, and macro levels. In order to dismantle harmful practices and uses of data at the macro level, we have to simultaneously dismantle our own biases and norms at the micro level & within our communities and workplaces at the mezzo level. As you approach these activities, try to engage with the structures and practices at all three levels.

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Watch: Tawana Petty’s poetry at her FRED talk here

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Define Your Terms

Evaluate Your Readiness

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Start Here!

Some terms to get you started:

  • Equity
  • Racial Equity
  • Community
  • Community Participation
  • Data
  • Data Governance
  • Power

Note: Defining terms establishes a shared understanding for interest holders & interrogates underlying assumptions. For more on building readiness see Ch. 1, Foundations for Community Involvement in the Toolkit

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Play White Supremacy BINGO

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Directions: Review each box, if the aspect of white supremacy culture or the culture of combating white supremacy shows up in your work or personal life, check on or both of the corresponding shapes:

Work or organization practice or culture

Personal practice or culture

After completing the sheet, consider the following:

  • What cultures are most operationalized or practiced in your work?
  • Which has the most impact on you, both personally and professionally?
  • Circle the top 3 you would like to be addressed and changed in your work environment.

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II. Getting Grounded

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Essential Questions:

  • How are data currently used in your organization, collaborative, and community? How has that changed over time?
  • What is the racial history of your organization, collaborative, and community?
  • How does this history show up in your work? Your data? Your engagement with partners and communities?
  • How has your collaborative acknowledged the importance of a racial equity lens?

Investigate and document the racialized history of relevant

programs, policies, and place.

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Crafting a History of Place:

An Invitation to Dig Deeper

To better understand the context of our data, we first work to gain a deeper understanding of the historical and current racial inequities our organizations are situated within.

Do research, *ask questions*, share what you find, and invite others on this journey with you

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See next slide for examples

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Some Examples

Interrogating Structures

Histories of Place

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Think about this tree as your organization, collaborative, & community, consider…

Where is the tree?

How was the tree planted?

Who planted the tree?

What is in the soil?

What is in the air?

What is in the water?

Where is the water coming from?

Who tends to the tree?

Is there anything stealing nutrients from the tree? Any pests?

What direction is the tree growing in?

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III. Creating Shared Vision

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Envision the use of shared data infrastructure as a tool

to work for equity and justice.

Essential Questions:

  • What is your biggest vision for how data can be used to center racial equity?
  • What is your dream for what you would like to accomplish over time?
  • Does your site have a shared vision for how data can be used to center racial equity? If so, what is it? If not, who can you collaborate with to create one?
  • What is your vision for how data can be used to center racial equity?

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Envision

Now that you have a deeper understanding of your site’s historical connection to inequity and the fight for equity, it’s time to create a vision for where you want to go.

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What is your vision for how data can be used to center racial equity?

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Chart the Course (Meditation Activity pt. 1)

Supplies - paper, pen (or markers), timer

Take 5 -10 mins allow yourself to relax - Here’s a 5-10 min breathing meditation video

Prompt: 10 years from now, you/your site is being acknowledged for the ways y’all have used data to shift the conditions of the communities most impacted or served by your formation, consider the following:

  • What have you accomplished?
  • Which conditions of the communities you serve have shifted and in what ways?
  • What cultural practices are now in place, that support and uphold equity work? How can data be used to share power, build relationships, and deepen trust?
  • Who are the most impacted communities, what changes or visions have they articulated?
  • What will the legacy of this work be 10 years from now?

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Chart the Course (pt. 2)

Now take some time to write or draw out what you've envisioned. Working backwards from 10 years in the future, what will be accomplished by year 7? What are the year 3 milestones? What is needed now to help create those futures?

Guiding questions-

Does the starting place you’ve identified excite you?

  • If so, what does it make possible for you, your site?
  • If not, why ? What's in the way? What’s blocking your excitement?

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In 10 Years

In 7 Years

In 3 Years

We Need This Now

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Chart the Course Worksheet

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In 10 Years

In 7 Years

In 3 Years

We Need This Now

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Now, Articulate & Share Your Vision

In one paragraph or less, write your vision statement, and find someone to share it with. with.

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What is the FOR and WHY?

Who benefits from the engagement, integrated data,

and your push for equity?

What would this change, really?

Do you have the ability to make the shift you envision? Or is it an overreach?

Who are you doing this for?

Did they tell you they wanted this? Did you ask? Are you prepared to hear “no”?

What are the benefits in real time, today, tomorrow, next week?

If you cannot identify benefits, should you be engaged in this?

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IV. Building Your Equity Ideology

Articulate your guiding principles for centering racial equity

throughout data integration.

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Values help us determine our principles

Principles help ground our decisions, assessments, and can help us move through conflict

Commitments help provide clarity on how we will show-up inside of our values

Culture is created by the continued practice of being inside our values and commitments

Essential Questions:

  • What are your guiding principles for working towards your equity vision?
  • How can data be used to share power, build relationships, and deepen trust?
  • Are there ways your site is already sharing power?

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Build Your Equity Ideology

In order to bring your vision into fruition, you must first establish your equity ideology - principles, values, commitments, culture, and relationships- which will act as the foundation as you build towards your vision.

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Values - fundamental truths or propositions that serves as the foundation for a system of belief or behavior or for a chain of reasoning.

Vision - The shared idea around what it is you are trying to accomplish and why

(see previous section).

Principles - standards of behavior; one's judgment of what is important in life; to consider (someone or something) to be important or beneficial; have a high opinion of (may not be true for everyone).

Commitments - agreements or a pledge to do something in the future or in practice in order to uphold and be in alignment with your principles.

Culture - is a set of beliefs, behaviors, objects, and other characteristics shared by groups of people.

Relationships - the relationships that support me in reaching this vision are…

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Essential Questions to articulate your principles, values, commitments, and culture

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Values - What are values that grounds your work?

Vision - Restate your vision

Principles - What is a principle you have as it relates to your work? (i.e., Based on my values, a principle I have is…)

Commitments - What is one commitment you have that will help you show up in your value? (i.e., To honor my principles, I commit to…)

Culture - What is a culture shift that will/can be created as a result of you being in alignment with your values & commitments? (i.e., As a result of my work, this cultural aspect will become a norm.)

Relationships - What is a culture shift that will/can be created as a result of you being in alignment with your values & commitments? (i.e., The relationships that support me in reaching this vision are…)

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Ways to share your ideology

If you completed this section by yourself:

    • Find a team member and go over your vision and equity ideology. Ask for feedback on ways it can be strengthened. Ask for their level of alignment with it.
    • Share it as much as you feel is needed.

Note: take your time and allow each section to have the time it needs to gain deep alignment. This is the foundation, so don’t skip out on building something strong.

Synthesize + Document. Document your shared vision & ideology and allow it to be the guide post for your work moving forward.

If you want to complete this section as a team:

  • Invite members of your team to go through the prompts individually, then set up a time for everyone to go through the prompts collectively.
  • Identify if there are any alignment and disalingments, and talk through them.
  • Try to create one shared vision that represents the collective vision for this work.
  • Work to identify the top 3 shared principles, values, commitments, relationships, and culture that best represents the collective agreements.

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V. Understanding Power

Everyone has some form of power, we just need clarity on what it is.

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Essential Questions:

  • How is power expressed and wielded in your institution?
  • How is power defined in your formation? Is there a definition that is used?
  • What level of power or influence does the community have?
  • What is your personal relationship to power?
  • Create a diagram of your position, chart out who has more decision making power than you, and who you have more decision making power than.

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What is Power?

Power is the ability to wield influence reliably over time – that is, to influence or direct behavior and events with regularity and precision. - Partnership Fund

Possession of control, authority, or influence over others. - Merriam-Webster

How do you define power?

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How is power defined?

The following slides provide frameworks to help you get clear on how power operates in your personal context.

Power exists in various forms and is not a stagnant thing. For example, someone could have high decision making power in their personal life, as a caregiver or parent, but in their work life, have little or no decision making power at all.

It is up to us to determine our relationship to power, how we want to use it to accomplish our goals, and ways we can show up to share the power and access we have.

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For more musings on power watch Andy Wallace’s Ted Talk

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Types of Power

  • Are there others you would add?
  • Which types do you have/ experience in your formation?

There are many types of power, below are some of the most commonly occurring forms

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Social:

Mass engagement, social media, networks, communities, and groups

Narrative:

Telling one’s own story (community, issues, individual, etc.)

Disruptive:

The ability to disrupt “business as usual” to make an intervention

Economic:

The ability to mobilize money, capital, resources

Governing:

The ability to influence decision makers, and create, shape, and influence agendas on all levels

Political:

Civic engagement, elected officials, shared political assessment and alignment

Relational:

The ability to leverage relationships to persuade an outcome

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Power isn’t always expressed in the same ways

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Visible power - power that plays out in formal decision making processes, this form of power is easily identifiable.

example - governance structures (boards, committees), executive leadership, managers

Expressions of Power

People power - is expressed through the people we organize, advocate on behalf of, and work with, or advocate for.

example - Data sets that say programs aren't working, program evaluations, public protest, boycotting

Institutional power - the ability of institutions to control resources, people, and their actions.

example - employment practices, lobbying, curriculum design, gatekeeping

Hidden Power - is the power to set, influence agendas, and outcomes with little visibility. Decision making processes are hidden.

example - policies focused on protecting the institution rather than the work and the people; undisclosed conflicts of interests; opaque funding sources

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Relational Power Types

All forms of power are situated in relationship, power doesn't exist without it

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Power With

Mutually accountable relationships that center interdependence and communication. Maintains awareness and responsibility

Power Over

The person/institution has the ability to change or impact something without avenues of accountability

Power Under

Allowing/inviting an overextension of authority into areas that the person/institution does not have authority. Not believing in the ability of choice or honoring boundaries in-order to please

Uncontested Power

Power that exists due to low engagement, contest, or inquiry. Could be created as a result of traditional practices or culture

Unaddressed Power

Power structures that are not clearly defined and ambiguous

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Relational Power Types

Complete this chart for yourself/site to identify existing power relationships

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Power With

Power Over

Power Under

Uncontested Power

Unaddressed Power

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Power Mapping

Adapted from Southern Vision Alliance, Loan Tran

This SuperHero Activity can be used to both develop a shared identity for your team/site and map the collective strengths, relationships, opposition, and cultures that can help or hinder your equity journey.

We invite you to do this individually and collectively to test your alignment and shared understanding of who has power and the culture that may need to shift to help you reach your equity goals.

Power Mapping is a visual exercise that helps individuals and collectives evaluate relationships, and identify opportunities for growth and deeper collaboration.

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Mapping Power & Alignment

High Alignment & Low Influence

Community members or coworkers who support the vision but lack decision-making power.

Ex: community members, co-workers

High Alignment & Influence

Ideal collaborators who share the vision and possess significant influence.

Ex: coalitions, your team

Low Alignment & High Influence

Key decision-makers or gatekeepers who hold power but may require engagement to align with the vision.

Ex: powerful gatekeepers, policy makers, co-workers, etc.

Low Alignment & Low Influence

Peripheral interest holders such as secondary data users or those from unrelated sectors.

Ex: secondary data users, partners from sectors not represented in the IDS

High Influence

Low Influence

High Alignment (Shared Vision)

Low Alignment (Shared Vision)

This diagram provides a framework for analyzing partners based on their alignment with shared goals or vision (horizontal axis) and their level of influence (vertical axis).

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Map the alignment within your site

High Alignment & Low Influence

High Alignment & Influence

Low Alignment & High Influence

Low Alignment & Low Influence

High Influence

Low Influence

High Alignment (Shared Vision)

Low Alignment (Shared Vision)

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Questions for Consideration

  • What are the relationships that already exist in the context of your project?
    • Which are the strongest
    • Which need to be strengthened?
  • In what ways are you currently engaged in relational organizing ?
  • What internal capacity(s) need to shift or be developed to ensure data sharing practices help to strengthen community relationships, not hinder them?

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VI. Identifying Your Roles

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Essential Questions:

  • What do you bring to the table?
  • What is your group-work disposition?
  • What skills / viewpoints / orientations might be missing on your team?

The best teams are diverse and filled with different assets and skill sets. Communicating what you and your collaborators bring to the “table” will allow you to work together towards your vision.

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What’s in a Team?

These next 2 slides show 18 “archetypes” we tend to see in this work.

The Peacemaker:

Ensures everyone can work together - disagreements, power struggles, and all

The Hammer:

Willing to say hard things aloud and make hard choices

The Moneybags:

Someone who has access to and authority to allocate resources

The Contrarian:

Willing to bring up oppositional opinions, argue, or play devil’s advocate

The Lorax:

They speak for the trees! An advocate for a vulnerable community or entity

The Cat Herder:

Someone who wrangles together necessary parties when they’re all going in different directions

IT Support:

Someone who handles the small technical issues

Captain:

Leads the way, steering the day to day to meet big picture goals

The Graphic Designer:

Keen eye for visual details, often in charge of presentation decks and communications

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What’s in a Team?

Part 2

The Time Keeper:

Ensures that meetings, presentations, etc. are a reasonable length and running on time

The Librarian:

Manages resources, archives, websites, etc.

The Worker Bee:

Gets things done, working the to do list, building process and maintaining documentation

The Rabbit Hole Explorer:

Goes down rabbit holes, exploring, digging deep into niche topics

The Decider:

The tie-breaker, the one ultimately holding accountability for actions. The buck stops with them!

The Hospitality Chair:

Makes sure everyone feels cared for

The Social Chair:

Organizes social time and team events and likely has strong opinions on food

The Institutional Memory:

Has been around long enough to remember why something didn't work last time. Ensures organizational history and relationships get passed down.

The Visionary:

Sees the big picture or designs an ideal state

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Noticing Overlap?

This is an art not a science.

Choose as many as you feel apply, with an eye towards how team mates might also see you. If you are the visionary and not the decider - that’s ok, every team has their own way of working. This is designed to illuminate team dynamics and help you ensure many talents and perspectives are brought to the hard work of building shared data infrastructure across siloed systems.

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Leading the Activity

  1. Print out the team roles (they are designed to be printed on these labels, but plain paper is fine)
  2. Have enough stickers for everyone to have multiple
  3. Let people have at it! Choosing what makes sense to them and adhere it to themselves somehow
  4. Don’t be afraid to tell others what they should add to themselves - if they disagree, explain, converse, figure it out!

Virtual

In-Person

Find the team roles here

  1. Share definition slides and drop the google doc in the chat
  2. Allow people to read through them, determining who they think they are
  3. Have them add titles to their participant name, write them on a post it, or make it their background (if they’re IT Support)
  4. Encourage them to suggest ideas for each other in the chat or put them into rotating breakouts.

Note: this is a great ice breaker for the beginning of a meeting or convening, encourage people to keep their stickers throughout the event - it helps you all think about how to engage with each other.

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Part 2 : Building the Infrastructure

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Part 2 Table of Contents

  1. Defining the Scope
  2. Setting the Table
  3. Evaluating Risk vs. Benefit
  4. Refining

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  1. Defining the Project Scope

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Now that you are ready to build an engagement project, revisit your foundations, and tailor them to a specific project or system.

Essential Questions on the next slide

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Are we creating shared language & understanding?

Are we starting with a historical analysis?

Are we naming racism & White Supremacist cultures?

Are we sharing our thoughts and perspectives?

Are we leaning into transparency & accountability

Are we being principled or flexible?

Are we saying the hard things?

Are we asking direct questions?

Are we listening?

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Essential Questions

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Mission

What is your organization’s core purpose? How does that align with the project? What problems are you trying to solve? Who are you trying to help? What are your main activities?

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Defining Your Project Goals

  • What is your ideal end goal?
  • What legal framework will enable your work? (Unsure what this means? See Finding a Way Forward: How to create a strong legal framework for data integration)
  • How will data management problems be solved?
  • For staff, what will this look like? Feel like?
  • How will this data infrastructure support the day-to-day work of generating insights?

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Outcomes & Success

What are your intended results or outcomes over time? What does success look like? How will you inspire? Think blue sky.

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Alignment

How is what you’re proposing in alignment with your vision, shared values, and commitments? Who will help hold you/your site accountable with the mission and vision you are working towards? How will you know you are on track or out of alignment?

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II. Setting the Table

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Determine how community partners, community members, and government will learn and work together. Determine how partners will be mutually accountable for using integrated data to inform, co-create, and evaluate policies and practices for equity.

Essential Questions:

  • How will the collaborative build relationships and share power with community members?
  • How will community expertise be forefront throughout the data life cycle?
  • What capacity will need to be developed to ensure that this occurs?
  • How will data use help communities interrogate systems and relationships of power, rather than just inform how to “treat” communities with additional services and programs?

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Meaningful engagement occurs when partners are able to have true influence over the design and direction of a data integration effort and the way it is used. The Spectrum offers a series of alternatives to tokenization, but this does not (and likely cannot) happen all at once. We acknowledge that the table is limiting; however, it is often a meaningful first step. The goal is to get on the spectrum and move to the right, and maybe over time you can throw out the table to host a cookout instead.

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Image used with permission.

Gonzalez, R. (2020). The Spectrum of Community Engagement to Ownership. Facilitating Power.

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Questions to Consider

Where do you think your organization/project falls now?

Are you considering the community you aim to serve?

Are they involved in your process?

Is their input centered? valued?

What can you do to move right on the spectrum?

We suggest setting a table for interested partners, including those represented in the data. Use the spectrum as a guideline for thinking through how this table(s) can impact your work.

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"It is not enough to be at the table—we must remake the table itself," Ruha Benjamin (p. 271)

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Our Tables

What tables are needed to inform your data governance? Executive level table? Data stewards table? Community-based organization table? Table specifically for residents?

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See here for examples of governance structures in the AISP Network

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Set Reasonable Expectations

Remember to consider your organization’s readiness for community involvement (see Toolkit Chapter 1) as you think through how to design the table(s).

The following questions and considerations have been adapted from AISP and Future of Privacy Forum’s Nothing to Hide: Tools for Talking (and Listening) About Data Privacy for Integrated Data Systems.

Timeline:

  • How frequently will partners be engaged?
  • How much education or level-setting will you need to do with partners before each engagement activity?
  • How much notice or time to mobilize (if any) do potential participants need before each engagement activity?

Budget:

  • How many participants do you anticipate inviting?
  • Will engagement activities need funding?
  • What materials or resources need to be gathered or created/published/printed?
  • Will participants need to be engaged or reimbursed for travel or other expenses?
  • How and how much will participants be compensated?

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Set Reasonable Expectations (con’t)

Capacity for change:

  • What is the current decision-making environment for your organization? Who has final authority?
  • How committed is internal leadership to meaningful/active community engagement (i.e., will input have material impact on outcomes)?
  • What aspects are open to the influence of the table?
  • What aspects are non-negotiable?

Staff capacity:

Do you or partners have staff . . .

    • With meeting facilitation experience?
    • With participatory engagement experience?
    • With subject matter expertise in racial equity?
    • With communications and public outreach experience?
    • Who can offer technical and logistical support for engagement activities, including events?
    • Who are from the local community?
    • Who hold marginalized identities?

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Identifying Interest-holders

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Critical:

Important:

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Priority

Encourage Participation

Keep Informed

Critical:

Important:

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Name

Experience with the issue

Demographic relationship to the issue

Direct engagement with the issue

Geographic relationship to the issue

Identifying Interest-holders

Note: make as many copies of this slide as you need, this is a helpful exercise to complete with staff members in mind

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Remember…

Community engagement must be inclusive of diversity in race, language, culture, sexual orientation, gender identity, socioeconomic status, and ability. Keep the following in mind as you plan your engagement activities:

  • Language and literacy, such as using bilingual facilitators or providing translators.
  • Food, such as providing halal, kosher, or vegan meals.
  • Location and transportation, such as meeting near public transit or spaces familiar to traditionally marginalized or underserved populations.
  • Time, such as hosting multiple engagements or hosting outside of traditional work hours, or accommodating prayer times for religious participants.
  • Childcare, such as providing childcare during in-person meetings.
  • Incentives, such as providing free food and drinks at meetings, or compensating participants for their time and knowledge.
  • Appeal, such as increasing use case relevance and impact on particular community groups.
  • Accessibility (physical and digital), such as providing ADA-compliant physical and digital spaces or providing assistive technologies for those who need it.

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Gathering the Table

Here are some tips and further reading for modeling equity at your table:

  • Be aware of individual identities in the room and how they impact power dynamics.
  • Activities like the Invisible Knapsack or Crossing the Line may help participants understand difference and how identity and role shapes our understanding of the world.
  • Recognize the difference between intent and impact. Both are important, and individuals have the ability to cause harm or hurt despite their best intention.
  • Be prepared to address harm. Provide a plan to the group that defines harm, and outline processes for repair and restoring justice. Share these plans with the group, ask for feedback, and be willing to shift these practices over time.

Once it is time to gather at the table, establish expectations and model a commitment to equity during all interpersonal engagement as well as structured activities and conversation. Providing guidance and setting that expectation for all participation early on will allow for helpful conflict resolution and reduce harm in the future.

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Useful Resources

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Celebrate community and the effort you are putting toward growth and change. A culture of appreciation is built when an organization takes time to appreciate the work and efforts of all involved and promotes sustainable, meaningful partnership over time.

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Thinking Beyond the Table

Tap into AI: Ancestral Intelligence and host a Cookout, visioning the “future we can create together: The Cookout as a Black and indigenous platform for reimagining supply chains for stories and knowledge” from Dr. Aymar Jèan Christian and the Media and Data Equity Lab (MADE).

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"It is not enough to be at the table—we must remake the table itself," Ruha Benjamin (p. 271)

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III. Evaluating Risk vs. Benefit

Review “Assessing Risk & Benefit” - Toolkit pages 13-15

Evaluate intended and unintended consequences with your table or team so you can work to mitigate identified harms.

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Essential Questions:

  • Who will hold the collaborative accountable?
  • What are the intended and unintended consequences of your project?
  • How will the collaborative ensure that the benefits of the project outweigh the risks? Who is the project putting most at risk? Who stands to gain the most?
  • Is the project a good idea? How do you know and who decides?

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1. Is it legal?

2. Is it ethical?

3. Is it a good idea?

What legal authority is in place to use these data?

Are there federal or state statutes that prevent or constrain this data access or use?

What are the particular state and federal law requirements enabling data sharing?

Do the benefits outweigh the risks, particularly for groups historically marginalized by discriminatory systems?

What action can be taken as a result of this data use?

What can reasonably be changed or improved based upon this analysis?

Is this a priority among marginalized populations and/or individuals included in the data system?

4. How do we know? Who decides?

This is typically determined by agency-involved legal counsel.

This is typically determined by a data governance group, during the review process for data requests, that should include a variety of partners, those “in” the data and users of the data.

This is typically determined by a data governance group, including data stewards who have deep expertise of the data owners who will respond to insights that emerge from the analysis.

When embarking on a data project, the initial question partners typically ask is, “Is this legal?” But while this is often the first question, it is the lowest bar. We strongly encourage you to grapple with broader considerations to help you decide, with your team, whether and how to move forward with a data project. We recommend asking the same four questions throughout all stages of this work.

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Evaluating

Risk vs. Benefit

As you consider whether a project is legal, ethical, and a good idea, bring together your team (whether it is a table, a cookout, or some other collective). As a group, think about the potential risks and benefits - it can be helpful to use this matrix. On the next few slides, there are examples for you and your governance team to evaluate together.

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Identifying Open, Protected, and Unavailable Data

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Open Data

Protected Data

Unavailable Data

Data that can be shared openly, either at the aggregate or individual level, based on state and federal law. These data often exist in open data portals.

Data that can be shared, but only under specific circumstances with appropriate safeguards in place.

Data that cannot or should not be shared, either because of state or federal law, lack of digital format (paper copies only), or data quality or other concerns.

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Evaluating

Risk vs. Benefit for Open Data

Where would you place each on the matrix?

  1. Sharing of compensation by name and salary
  2. Traffic stop outcomes by race
  3. Arrest records by name
  4. Daily inmates in custody

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Evaluating

Risk vs. Benefit for Protected Data

How about these?

  1. Pandemic EBT
  2. Comprehensive look at Youth Homelessness in large County (HMIS, McKinney Vento, Child Welfare, FNS)
  3. Monitoring social media of students by School District (connecting with K-12 + Law Enforcement records)
  4. Connecting risk factors of individual children to Childcare Supply and Planning

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How about your project(s)?

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IV. Refining

Reconsider your mission, vision, and guiding principles now that community members have become involved in your process.

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Essential Questions:

  • What feedback does your governance team have for your mission and vision? Has your mission changed? How so?
  • How has flexibility been built into your system? Can the project adapt to input or changing circumstances?

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Refined Mission

What is your core purpose? What problems are you trying to solve? Who are you trying to help? What are your main activities?

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Refined Vision

What are your intended results or outcomes over time? What does success look like? How will you inspire? Think blue sky.

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Refined Guiding Principles (always in progress)

What are the shared values that will guide you to reach your mission and vision?

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Vision, Mission, & Guiding Principles

(most current draft)

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Vision:

Mission:

Guiding principles:

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V. Power + Decision Making

Using the RAPID Framework determine how power and responsibility are allocated.

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Essential Questions:

  • Who is ultimately responsible for moving the project forward?
  • What input should be considered, and how should it be weighted?
  • How do you ensure accountability in the decision-making process?

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How do interested parties factor into the decision-making process?

The RAPID framework is a possible option to clarify who has ultimate authority and responsibility, while also also giving weight to the opinions and ideas of other interested parties.

Recommend: the driver of the process, “go to,” the forward momentum

Agree: ensure that recommendation meets required criteria, has veto power

Perform: carry out the decision once it is made

Input: expertise that is considered in the recommendation (helpful to have overlap with Perform)

Decide: the final authority, commits the group to the final decision

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Breaking Down Responsibility

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Example tasks

Recommender: Gathering relevant information to inform decision

Approver: Input reflected in final proposal

Performer: Implement the decision

Input: Provide expertise and experience

Decider: Makes the final decision

Governance committee membership approval

Data license request approval

Ensuring compliance with rules and regulations

Infrastructure maintenance

Making changes to data security policies and procedures

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VI. Racial Justice and the Data Lifecycle

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Affirmatively integrating racial justice and community into the data lifecycle at key moments (pre-planning, planning, collection, and analysis).

Essential Questions on the next slide

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Essential Questions

How will a racial equity lens be incorporated throughout the data life cycle?

What pre-work has been done with policy leaders, agency directors, department staff, and front-line employees to prepare them for this work?

How will the collaborative ensure that the benefits of data integration outweigh the risks?

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Pre-Work - Why & What

Planning - How

Step 1: What is the plan to include community through the inquiry process?

Step 2: What decisions were these data intended to support? Who makes the decisions?

Step 3: How does your power mapping and the racial history of places, programs, and policies inform how communities perceive and react to the planning + data collection?

Step 4: How will your data work inform decisions and share power?

Step 5: What datasets are you going to need to effectively address the community need? Who is represented by these datasets? Who is not? Why? Are there any risks to collecting certain data (e.g., citizenship data)?

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Step 1: What need has the community shared?

Step 2: Can data address that need? (Remember: sometimes it can’t)

Step 3: How can data drive action for improvement?

Step 4: Do you have the necessary community support? Staff support? Political support?

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Data Collection

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Whether you collect new data tailor-made for the purpose or reuse existing data, make sure the data accurately reflect the community you are seeking to support and are sufficiently complete, recent, and validated.

For more see RELD/SOGIE on page 33 in the Toolkit

Step 1: How and by whom are the data collected? Where might bias be introduced into that process? Is the collection process/tool accessible? How does the user experience affect the data/responses?

Step 2: How was the collection instrument designed? How were questions ordered? Were they intimidating? Which were required? What happens if required questions were not answered? How are non-responses coded in general?

Step 3: What happens after the data are collected? How are responses transcribed into data? Who is responsible for the transcription? What context do they have/prioritize?

Step 4: What data are necessary to answer your question? Do you need all of it?

Step 5: Are there patterns of missingness or “other” responses? How are these responses coded? Are the response options limiting, reinforcing power structures, or erasing identities?

Step 6: How do these data compare to local, state, or national demographic patterns? Who is over/underrepresented? What might have caused these patterns?

Step 7: Are data integrity issues known and documented? Could problematic elements be improved by engaging a broader team?

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Data Analysis

Step 1: Review your power map and racial history, what influences the results you are about to see?

Step 2: Who is on the team: analysis, review, community table? Are any roles missing? How will community members guide the analysis to mitigate harm and data deficits?

Step 3: Does the analysis bring out any deficits or red flags in the prior steps? Does the analysis highlight data quality issues?

Step 4: What historical, structural, or systemic factors have affected the analysis results? Ultimately acknowledging these impacts are the whole point!

Step 5: Do the data serve community-identified needs? Does the framing of the analytic results serve the community identified needs? Do results do anything? Is it causing harm or retraumatizing? Is it productive or driving action toward positive change for those represented in the data?

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Curious about using Algorithms & AI learn more about AI and (the lack of) regulation here

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Slide made by Kim Paull for the Equity in Practice Learning Community

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Practice Data Leadership

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Preferred Citation:

Stewart, S. K. & Stover Wright, M. (December 2024).

Data, Leadership and Racial Equity: Building Inclusive

and Racially Equitable Early Childhood Systems, Equity

Leaders Action Initiative, the Build Initiative,

www.buildinitiative.org

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VII. Administrative Frameworks

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Outline how your team relates to each other with these frameworks recommended by the Toolkit Workgroup

The 6 (7) Circle Model - This model will help cut through the noise and evaluate organizational success in both technical and relational aspects.

Person-Role-System Framework - A framework for effective leadership and transformational change

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You’ve read the toolkit… Now what?

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Having Hard Conversations with Colleagues and Partners

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Resources for Tough Conversations

Guide for Handling Conflict when Disagreements Arise

Understand the norms of White Supremacy culture and begin pivoting away from them

Articles, books, frameworks, and strategies for divorcing White Supremacy culture - we all have something to unlearn

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Quick Links

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Thank You for the Work You Do and All That You Embark Upon

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