Appendix: How to assess your policies and programs with legal teams

Executive summary
Appendix to How to assess your policies and programs with legal teams
How to use: As you conduct a review of your US programs, you may come upon language and terminology whose use you might be questioning or need to better position in this landscape. This Catalyst resource can help you make strategic decisions about language choices that minimize risk and maximize impact.
Apply the process below to create internal language guidelines to ensure you are conveying the important concepts that affect your employees and inclusive workplaces in ways that align with your organization’s regional considerations as well as your values, strategy, and goals.
Identify: Make a list of noteworthy words or phrases in your programs and communications.
Evaluate: Understand what’s important to know about the words and phrases; analyze definitions from a variety of sources with a focus on the deeper meanings beyond jargon.
Expand options: Consider additional or other terms that could be leveraged if need be, using the suggestions below as well as developing your own list.
Recommend: Work with your legal team and other stakeholders to determine and communicate the right language guidelines for your organization. For example, you might want to use a “green, red, yellow” framework in which you indicate which words can be used freely, which should be avoided, and which could be used in particular circumstances.