Employment Equity (EE)
LIFE-CYCLE MANAGER Checklist

Have you performed all the key Employment Equity Tasks?

This checklist is best viewed on PC/Tablet

      TASK CheckBox STAKEHOLDERS
      EMPLOYMENT EQUITY FORUM ASSIGNED SENIOR MANAGE FOR EE HUMAN RESOURCES LINE MANAGEMENT CEO/Accounting Officer EMPLOYEES
                                     ENABLING ENVIRONMENT FOR EMPLOYMENT EQUITY IMPLEMENTATION Employment Equity Implementation Strategy
C R S I A I
    Employment Equity Policy
C R S I A I
    Employment Equity Forums established
I A/R S C C I
    Employment Equity Forum Constitution
C A/R S I I I
    Stakeholders' responsibilities, relationships clarified
C A/R S I I I
    Employment Equity Training
I A/R S I I I
    Summary of the Act displayed
I A/R S I I I
    Desktop audit of HR Policies
C A/R S I I  
    Analysis of HR Practicers (Survey/Focus Groups)
C A/R S I I  
    Workforce Profile Analysis
C A/R S I I  
    Employment Equity Barriers Identified (EEA12)
C A/R S C C  
    Consultation on Employment Equity Barriers (EEA12)
C A/R S I I  
    Affirmative Action Measures Formulated
C A/R S C C  
    Set Numerical Goals
  A/R S C C  
    Compile Employment Equity Plan (EEA13)
C A/R S C C  
    Consultation on Employment Equity Plan (EEA13)
C A/R S C C  
    Employment Equity Plan communicated to all stakeholders
C A/R S C C I
               IMPLEMENTATION:     YEAR 1 Progress Reports produced and communicated to all stakeholders
I A/R S I I I
    Employment Equity Forum Meeting: Quarter 1
R A C C C I
    Employment Equity Forum Meeting: Quarter 2
R A C C C I
    Employment Equity Forum Meeting: Quarter 3
R A C C C I
    Employment Equity Forum Meeting: Quarter 4
R A C C C I
    Affirmative Action Measures Completed
  A S R I  
    Consultation on Employment Equity  Report (EEA2)
C A/R S I I I
    Submitted EEA2 and EEA4  Reports
  R S I A  
                IMPLEMENTATION:     YEAR 2 Progress Reports produced and communicated to all stakeholders
I A/R S I I I
    Employment Equity Forum Meeting: Quarter 1
R A C C C I
    Employment Equity Forum Meeting: Quarter 2
R A C C C I
    Employment Equity Forum Meeting: Quarter 3
R A C C C I
    Employment Equity Forum Meeting: Quarter 4
R A C C C I
    Affirmative Action Measures Completed
  A S R I  
    Consultation on Employment Equity  Report (EEA2)
C A/R S I I I
    Submitted EEA2 and EEA4  Reports
  R S I A  
              IMPLEMENTATION:     YEAR 3 Progress Reports produced and communicated to all stakeholders
I A/R S I I I
    Employment Equity Forum Meeting: Quarter 1
R A C C C I
    Employment Equity Forum Meeting: Quarter 2
R A C C C I
    Employment Equity Forum Meeting: Quarter 3
R A C C C I
    Employment Equity Forum Meeting: Quarter 4
R A C C C I
    Affirmative Action Measures Completed
  A S R I  
    Consultation on Employment Equity  Report (EEA2)
C A/R S I I I
    Submitted EEA2 and EEA4  Reports
  R S I A  
              IMPLEMENTATION:     YEAR 4 Progress Reports produced and communicated to all stakeholders
I A/R S I I I
    Employment Equity Forum Meeting: Quarter 1
R A C C C I
    Employment Equity Forum Meeting: Quarter 2
R A C C C I
    Employment Equity Forum Meeting: Quarter 3
R A C C C I
    Employment Equity Forum Meeting: Quarter 4
R A C C C I
    Affirmative Action Measures Completed
  A S R I  
    Consultation on Employment Equity  Report (EEA2)
C A/R S I I I
    Submitted EEA2 and EEA4  Reports
  R S I A  
              IMPLEMENTATION:     YEAR 5 Progress Reports produced and communicated to all stakeholders
I A/R S I I I
    Employment Equity Forum Meeting: Quarter 1
R A C C C I
    Employment Equity Forum Meeting: Quarter 2
R A C C C I
    Employment Equity Forum Meeting: Quarter 3
R A C C C I
    Employment Equity Forum Meeting: Quarter 4
R A C C C I
    Affirmative Action Measures Completed
  A S R I  
    Consultation on Employment Equity  Report (EEA2)
C A/R S I I I
    Submitted EEA2 and EEA4  Reports
  R S I A  
    REVIEW TRANSFORMATION Transformation strategy
  R S I A  
    Employment Equity compliance
  R S I A  
    DG Review results
  R S I A  
    Department of Employment and Labour inspection outcomes
  R S I A  
    Progress against EE Plan
  R S I A  
    Employment Equity structures and resources
  R S I A  
    BUSINESS CASE Business Case for new Employment Equity Plan Approved
  R S I A  

* Functional Specialists include: Training & Development Practitioners, Senior Manager(s) responsible for Employment Equity, Procurement Professionals, Enterprise & Supplier Development Practiotioners, CSI Practitioners, etc.

  • R = Responsible: Those who do the work to achieve the task.
  • A = Accountable: The one ultimately answerable for the correct and thorough completion of the deliverable or task.
  • S = Support: Resources allocated to ‘Responsible'.
  • C = Consulted: Those whose opinions are sought, typically subject matter experts.
  • I = Informed: Those who are kept up-to-date on progress.
VIEW details of our Numerical Goals Setting Service
VIEW details of our Barriers Survey Service
VIEW details of our service to facilitate the development of an Employment Equity Plan
VIEW details of our service to facilitate the compilation of the EEA2 report
VIEW our service to facilitate the setup of the EE Committee/Forum
VIEW our Employment Equity Committee/Forum training programme
DOWNLOAD EE Life-Cycle Manager Checklist poster

Telephone: +27 82 443 1157
Postal Address: 73 Fifth Avenue, Benoni, 1329
E-mail: peter@transformationpartners.co.za

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