Experience

Since 1999, we have worked with a diverse range of clients, including organisations that have won awards for their workplace flexibility, diversity and gender equity initiatives.  Projects conducted in the last two years are outlined here.

• Organisational change
• Policy development
• Learning and development
• Workplace investigations and mediations

Organisational Change

Aequus Partners' organisational change projects are founded on the conduct of qualitative and quantitative research.  Recommendations to address issues identified by the research are presented to clients via reports and presentations.  Where possible we maintain an on-going relationship with clients to assist with implementation of diversity or workplace flexibility initiatives.

	AGL In 2009/2010 we conducted research throughout AGL on workplace diversity and flexibility to contribute to their organisational future strategic planning.  The research has involved an online survey concerning workplace flexibility and a series of focus groups around the country discussing diversity with employees and managers.  In 2010 we presented our findings and recommendations to the Diversity Council.
	Alcoa Over the last ten years a range of organisational change and research projects have been carried out at Alcoa to improve and build on diversity and work/life balance.  Broadly, the projects have involved developing strategies for diversity and gender equity through survey and data analysis.  Following the research, training programmes have been developed and delivered to a range of employees, including senior women in the organisation.  The current project is on a global scale, and looks specifically at the impact of global job functions on managers' lifestyle and opportunities.
	ANZ The key focus in this project with ANZ was flexibility and had two aspects.  The first involved conducting in-depth research of the current operation of flexibility in two parts of the business and then developing strategies to address the identified issues.  The second involved designing, implementing, analysing and interpreting an organisation-wide flexibility survey, and then developing recommendations for an effective flexibility strategy, both for the entire organisation and for individual business units.
	Boral In 2008 we worked with Boral on their diversity strategy which involved research with Human Resource managers across the business, analysis of demographic data and a one-day workshop on the state of play of diversity in the organisation.  Recommendations for future action were developed with the key stakeholders.
	Caltex This project involved researching and communicating the key diversity issues at Caltex to the Leadership Team.  Interviews were conducted with key stakeholders in the business and a workshop designed to build awareness, identify opportunities and risk, and stimulate discussion about diversity.  A workshop was conducted with the Leadership Team which highlighted the key issues and allowed the participants to identify the needs and opportunities for their own business area and develop a draft action plan.
	Policy Development Aequus Partners have advised on policy development in the area of diversity, flexibility and OH&S for a range of clients, including Chevron and Origin Energy.  These policies include: Working from home Bullying and harassment Equal Employment Opportunity
	Credit Suisse We are currently assisting Credit Suisse with the development of guidelines on workplace diversity and flexibility.
	CSIRO To assist the CSIRO to develop a three year strategic diversity plan, we conducted a comprehensive national research project.  The methodology comprised interviews, focus groups and literature research over a two-month period and the development of a comprehensive report for the Executive Management Council.  The report drew together the views of a range of management and staff at CSIRO and provided key findings, strategy recommendations and actions for the future.
	EEONA The Equal Employment Opportunity Network of Australasia, (EEONA) provides EEO practitioners across Australia and New Zealand with an "Australasian" voice on diversity and equality issues.  Aequus Partners have designed and administered the last three Australasian Diversity Equality Surveys (ADES) which examine the current state of diversity strategies, flexibility strategies and commitment to these issues across a broad range of Australasian organisations.
	FaHCSIA (Families, Housing, Community Services and Indigenous Affairs) In 2010 we were commissioned to write an in-depth essay on job redesign and gender equality, with particular reference to workplace experiences of flexibility during and beyond the Global Financial Crisis.  The essay content was developed from a range of data including interviews with 15 decision makers, international subject matter experts, an on-line survey and a literature review.
	Freehills This project was designed to assist Freehills (a national corporate law firm) to identify and redress cultural and structural barriers to gender equity and workplace flexibility.  An organisational analysis was conducted and the results presented to the leadership team for discussion and debate.  The methodology comprised the conduct of interviews and focus groups as well as (re)analysis of existing survey data.  The results (and potential solutions such as the development of metrics and accountabilities for partners) were presented to the leadership team.  We also worked with a specific business unit to assist with a flexible work practices trial leading to potential organisational change. Following our work, Freehills was listed as a finalist in the 2007 ACCI/BCA National Work & Family Awards.
	Gold Coast City Council (GCCC) In 2009, we conducted an Employee Demographic Profile survey to ensure that the GCCC complied with relevant Local Government Act and Regulation reporting requirements.  In addition, the survey provided the foundation for developing and implementing diversity management strategies; and improving understanding of and promotion of EEO and diversity management at the GCCC.  The results were presented to the GCCC executive.
	Housing NSW In 2008 we worked with Housing NSW conducting a research project designed to analyse the usage of, and barriers to, workplace flexibility in one of their four divisions.  This project involved focus groups and survey research and provided Housing NSW with strategies for future action to enable greater use of flexibility.
	IBM Australia We conducted research for IBM on the current state of play regarding childcare in Australia, to assist IBM to identify the most cost effective option to support their employees in different Australian locations.  This methodology comprised a literature review as well as interviews and data analysis of the cost and availability of care. Recommendations were made with an eye to likely Governmental developments.
	Leighton Holdings Ltd We are currently working with Leighton Holdings to create a gender profile of the organisation, stimulate leadership commitment to addressing gender gaps and develop a Group Diversity Framework.  The research involves determining the current workforce participation and pay distribution through data analysis, focus groups and interviews and developing targets and initiatives to promote gender diversity.
	Origin Energy In 2008 we conducted a piece of benchmarking research for Origin Energy on paid parental leave offerings in the energy and utilities sector.  In addition, we advised Origin on their bullying and harassment and EEO policies.
	Victorian Women Lawyers The overall aim of this project with the Victorian Women Lawyers was to identify common barriers to workplace flexibility across the legal profession, and develop solutions.  The research methodology comprised interviews, focus groups and surveys from sixty respondents (namely clients, colleagues, support staff and partners of law firms using flexible work practices, as well as the lawyers themselves).  The results were published in a report launched by the Sex Discrimination Commissioner.
	Westpac Banking Corporation We have regularly provided Westpac Banking Corporation with assistance in the development of their reports to the (Federal Government's) Equal Opportunity for Women in the Workplace Agency (EOWA).  In addition, we have conducted research to assist Westpac in the development of its diversity strategy.  The research for the EOWA reports, and the diversity strategy, included quantitative data analysis, interviews and literature research. We worked with Westpac on a job-share pilot project where we provided training and ongoing coaching to managers of job-sharers and the employees who are job-sharing to ensure their greatest opportunity for success. CLICK here for client testimonials

Policy development

Credit Suisse We are currently assisting Credit Suisse with the development of guidelines on workplace diversity and flexibility.

Westpac Banking Corporation We have regularly provided Westpac Banking Corporation with assistance in the development of their reports to the (Federal Government's) Equal Opportunity for Women in the Workplace Agency (EOWA).  In addition, we have conducted research to assist Westpac in the development of its diversity strategy.  The research for the EOWA reports, and the diversity strategy, included quantitative data analysis, interviews and literature research. We worked with Westpac on a job-share pilot project where we provided training and ongoing coaching to managers of job-sharers and the employees who are job-sharing to ensure their greatest opportunity for success.

Learning and development

	ABC In 2009, the Australian Broadcasting Commission (ABC) launched our online flexibility learning programme flex-e (ABC) as part of their workplace flexibility initiatives to provide managers across the organisation with the tools and information they need to confidently implement flexibility.
	Australian Defence Force (ADF) We are currently designing a gender diversity leadership educational program to be implemented across ADF.  The project involves researching similar gender diversity practices that have been implemented in other military settings; designing an appropriate training program; and conducting and evaluating a pilot program to be delivered to Navy, Army and Air Force personnel.
	Baker & McKenzie We are working with Baker & McKenzie to provide executive briefings on (i) gender and leadership; and (ii) flexibility.
	Boston Consulting Group (BCG) We are working with BCG to deliver workshops on gender and leadership.  The interactive workshop will provide participants with research data to raise awareness of gender stereotypes and facilitate discussion via activity based learning experiences.
	Department of Aging, Disability and Homecare (NSW) In 2009, we developed an online learning resource for NSW government agencies that are developing their Disability Action Plan.  The resource was been designed to assist those new to the planning process with information and guidance on how to put together a Disability Action Plan and where to find information.  It utilises acted scenarios, audio commentary, downloadable tools and links to additional material.
	Department of Employment and Workplace Relations (DEWR) Two projects have been carried out for the Federal Government Department of Employment and Workplace Relations.  A web-based information and learning portal was designed for the Retail Sector on flexible work practices, and a learning programme was developed for the Childcare Sector on implementing flexible work practices in childcare centres.
	Flexibility Benefits The Childcare sector project included comprehensive industry research, programme development, piloting and producing a final workbook and trainer's guide, Flexibility Benefits.  (www.workplace.gov.au/workplace/Programmes/WorkFamily)
	Flexibility Works The Retail sector project involved analysis of industry needs and development of learning material which could be easily accessed via a web portal, Flexibility Works (www.flexibilityworks.dewr.gov.au).
	IAG Following a large organisational change project (which began in 2004) we facilitated face-to-face training for all managers in IAG (Insurance Australia Group) to improve flexibility uptake and outcomes.  The focus in the management training is on managing differently and is intended to challenge and change mindsets (ways of thinking about) and motivation (will) in relation to flexibility.  The face-to-face training sessions leveraged the use of video case studies of employees and employers having typical conversations about working flexibly.
	Johnson and Johnson We provided three different diversity workshops to Johnson and Johnson.  Two training workshops were delivered to employees and managers which were designed to raise awareness of the hidden barriers to equity and diversity using interactive training techniques.  Following these workshops, we facilitated the final component of development which immersed employees in an interactive experience to further develop diversity awareness and incorporate some learning on emotional intelligence.
	Lend Lease We recently conducted two executive briefings at Lend Lease (including to the Board) on diversity diversity inclusion and practices.
	Mallesons Stephen Jaques We developed and implemented a communication strategy on flexible work practices for Mallesons Stephen Jaques (a national corporate law firm).  Policies were reviewed, and presented via a nationwide roadshow to all employees.  In addition, we recently conducted training for the EEO contact officers across the firm on their role and responsibilities as an EEO officer.
	Philip Morris Limited We recently provided an interactive executive briefing on Gender and Leadership at Philip Morris Limited.
	Pfizer Australia We have recently customised our online flexibility training programme, flex-e (premium) for Pfizer Australia to provide training and support for their People Managers in implementing flexibility.  The programme incorporated Pfizer’s flexibility case studies, a message of support from their CEO, their policies and guidelines and some other changes were made to ensure the programme truly reflected the Pfizer brand and values.  We presented at flexibility workshops for People Managers to introduce the programme and will provide updates and a quarterly flexibility newsletter to ensure currency the material.  Click hear to read more about Pfizer’s flexibility story.
	Wallenius Willhelmsen Logistics In 2009 we provided interactive training sessions on workplace flexibility to the executive of Wallenius Willhelmsen Logistics, as well as line managers.
	Westpac Institutional Bank In 2009 and 2010, we developed and delivered interactive workshops on workplace flexibility to WIB managers in the Asia Pacific region, London and New York.  The workshops were structured using an acted scenario, activities and opportunities for practice to build knowledge, confidence and skills in flexibility implementation.  WIB also purchased our flex-e (toolkit) as a participant’s guide in the workshop.
	Compliance training: appropriate workplace behaviour We regularly conduct in-house training for lawyers and managers on appropriate workplace behaviour, in particular covering Equal Employment Opportunity (EEO), discrimination, harassment and bullying. Recent clients include: Credit Suisse Department of Environment and Climate Change Kemp Strang Australasian Medical Company Legalwise Gilbert + Tobin Macquarie Group Corrs Chamber Westgarth Vero Thomson Playford The training sessions are interactive and provide information about legal compliance as well as opportunities for discussion and case studies.  Critical outcomes from the sessions for managers include greater awareness of personal unconscious bias and skills to manage grievances.
	Industry initiatives - Quarterly industry round tables As a learning and collaboration initiative in 2009 we conducted two industry roundtables, one with the pharmaceutical sector and one with the energy sector, inviting organisations to attend an informal gathering to discuss their particular diversity and flexibility issues.  The roundtables generated interesting discussion and mutual collaboration and learning for the organisations involved as well as giving us insight into a particular industry culture.  We intend to continue similar initiatives in the future. CLICK here for client testimonials

Workplace investigations and mediations

Due to the sensitive and confidential nature of workplace investigations and mediation, clients are not detailed here.  Suffice to say that we are the preferred provider for a number of Government agencies, we conduct direct access matters for private clients, and we conduct investigations/mediations on behalf of legal firms for their clients.  Aequus Partners has a team of experienced and legally qualified investigators and accredited mediators and who have carried out this work for a range of clients across industries.

Feedback from our clients on our services includes:

(i) Organisational change advice:

"Over the last 6 years Westpac has used Aequ´us Partners to assist us in relation to strategy, research, reporting and advice.  I find their services to be consistently of high quality, professional and flexible.  They are responsive and updated in market trends and as a market leader we look to work with the best service providers."  Niki Kesoglou, Practice Leader, Diversity, Westpac

"ING's association with (Aequus Partners) began a few years ago and we have worked together on projects such as adopting more flexible work practices for our employees.  I have found the team at Aequus Partners to be very professional, knowledgeable and pragmatic in terms of the solutions they delivered.  The outcomes from these projects either met or exceeded our expectations."  Shenaz Khan, Head of Organisational Development, ING

"(Aequus Partner’s) preparation of the surveys, with input from the steering committee, was thorough.  The surveys were well received by the focus group participants.  (Aequus Partners) conducted the focus group sessions in a controlled, capable and professional manner: keeping people involved and interested and eliciting involvement and discussion on the issues."  Virginia Jay, Convenor, Victorian Women Lawyers

(ii) Learning & development:

"Building leaders capabilities in the area of flexibility is a key priority for WIB.  We engaged Aequus Partners as workplace flexibility experts, and worked collaboratively to design a program to develop the knowledge, confidence and skills of people leaders in managing flexibility.  Feedback from participants has praised the facilitators style and knowledge, as well as the engaging use of actors to build engagement and encourage robust discussion.  In addition, the flex-e (toolkit) will prove invaluable in supporting leaders during the implementation of a flexible arrangement.  I have really enjoyed working with the team at Aequus, and would be happy to engage them in future projects."  Sandra Rouco, Director Diversity, Learning & Talent, People, Westpac Institutional Bank

"(Aequus Partners) has recently been appointed to help design and present Macquarie Bank's Appropriate Workplace Behaviour and Occupational Health & Safety Training for Managers.  The audience ranges from new managers to our more senior Directors in the Bank.  Juliet's approach is both professional and informative and we have received very encouraging feedback from our staff.  I would not hesitate to recommend Juliet."  Sharon Ericsson, EEO Officer, Macquarie Bank

"We recently engaged Aequus Partners to develop and deliver interactive EEO and OHS training to our legal and non-legal staff.  The feedback we received from the training participants was very positive.  The presenters demonstrated a high level of knowledge, the ability to communicate effectively at different levels and facilitate thoughtful discussion.  Aequus Partners also evaluated the impact of the training on participants' ability to identify, and confidence in addressing, unlawful conduct.  The survey design and analysis was of the highest quality and helped us to make informed decisions about future action.  We have no hesitation in recommending Aequus Partners in terms of their capability to deliver excellent workplace research and EEO/OHS training."  Stephanie Abbott, Manager, Knowledge, Learning and Development; and Petra Stirling, HR Manager, Gilbert+Tobin Lawyers

(iii) Investigation and mediation of workplace conflicts:

"I am happy to recommend the services of Aequus Partners.  Aequus Partners was asked to investigate a complaint of harassment and to prepare a report for use by the Board of Directors of the affected business.  The investigation was very thorough and was conducted at all times in an impartial, fair and professional manner.  The subsequent report was delivered in a timely fashion.  The report was very comprehensive but at the same time easy to use and understand because of its logical pattern and use of handy summaries.  The Board was able to arrive at a clear understanding of the relevant events and what its response to those events should be."  David Cross, Partner, Allens Arthur Robinson

"The quality of Aequ´us Partners' investigation services has given me a high level of comfort when advising clients on any potential litigation arising from a workplace complaint.  Their process is fair, prompt and helps solve problems as well as providing good legal risk management."  Kate Jenkins, Partner, Freehills