Equalities Monitoring

Many organisations use equalities monitoring forms. These can help to:

  • Identify gaps in provision of services and employment opportunities
  • Provide evidence that our organisation’s work is reaching a representative range of people
  • Provide evidence of need for targeted services
  • Show funders the demographic range of people using the services they fund

However, equalities monitoring forms must be used carefully – there are legal implications under the Data Protection Act 1998 and Gender Recognition Act 2004. Organisations that don’t follow good practice on the collection, storage, analysis, reporting and disposal of equalities monitoring information could be breaking the law.

For best practice, organisations should:

  • Plan equalities monitoring systems carefully
  • Word equalities monitoring forms sensitively
  • Store the information securely
  • Analyse the information regularly
  • Report findings without risking any breach of confidentiality or privacy
  • Act on findings to improve services or employment opportunities
  • Update the information over time so it doesn’t become out of date
  • Destroy the information as soon as it is no longer needed

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