Liverpool Hope University
EQUALITY ANALYSIS
Guidance Notes and Analysis Template
Introduction
There is no specific process in relation to equality analysis in the Equality Act 2010.
However, The Public Sector Equality Duty requires HEI’s to consider the equality
implications of key decisions and demonstrate that they have paid due regard to the
three aims of the duty: to eliminate unlawful discrimination, harassment and
victimisation, to advance equality of opportunity between different groups, and to
foster good relations between different groups. The different groups concerned relate
to the following protected characteristics:
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Age
Gender
Race
Gender Reassignment
Disability
Marriage and Civil Partnership
Pregnancy and Maternity
Religion or Belief
Sexual Orientation
In order to be able to demonstrate that they have considered the main aims of the
Equality Duty, it recommends that public bodies record the process of equality
analysis.
The Equality Analysis Process
When should equality analysis take place?
Analysis should be carried out before decisions are taken. As soon as a relevant
policy or proposal is being considered, updated or amended, the completed Equality
Analysis template should be included in the decision making process.
Who should carry out the Equality Analysis?
Individuals that are closest to the changes taking place are responsible for
undertaking equality analysis. For example, the project manager would carry out the
analysis on a specific project whilst a line manager or any senior member of staff
involved in the process would be involved in the analysis of policy development.
Completing the Equality Analysis Template
Stage 1: Identify the Policy/Procedure
Consider:
Is it a new policy/procedure or an existing policy that is being reviewed
or amended?
What are the aims and objectives of the policy/procedure?
Who is responsible for the policy/procedure? Who will be reviewing the
policy/procedure?
Has an EIA being carried out previously?
Who should be involved in the analysis?
Stage 2: Decide if the policy/procedure is equality relevant
Consider:
Does the policy/procedure involve or have consequences for students,
employees or other people?
If yes, state who will be affected
If no, end the assessment process and record your reasons for doing
so
Stage 3: Gather evidence
Consider:
What local and national evidence is available
eg. Liverpool Hope University Planning Office – student and staff
monitoring data; Equality Challenge Unit website (www.ecu.ac.uk);
Office for National Statistics (www.statistics.gov.uk);
What sources are available for individual characteristics
eg. Employers Forum on Age (www.efa.org.uk); Stonewall
(www.stonewall.org.uk);
Stage 4: Carry out the analysis
Consider:
Does the data present any immediate concerns?
Is there a potential positive or negative impact on each protected
characteristic?
Is any further evidence required?
Does the policy present any risk of discrimination, harassment or
victimisation?
Does the policy present an opportunity to advance equality of
opportunity between different groups?
If there is a potential negative impact, how can this be mitigated?
Record all results
Stage 5: Monitor and Review
Consider:
Are arrangements in place for regular review of the policy?
How will the impact of any proposed actions be monitored?
Equality Analysis Template
Please ensure you read the accompanying guidance notes before completing this
form.
This form is a written record that demonstrates you have shown due regard to the
need to eliminate unlawful discrimination, advance equality of opportunity and foster
good relations with respect to the characteristics protected by equality law.
1
About the Policy
Name of the Policy/procedure/function:
New or amendment:
Intended aims/outcomes of the
policy/procedure/function:
Senior Manager responsible:
2
Is the policy/procedure/function equality relevant?
Does the policy/procedure/function involve or
have consequences for staff, students or
others? If yes, state who will be affected.
If no, go to 6
3
What evidence has been used to help inform this analysis?
Characteristic
Age
Disability
Ethnic Group
Gender
Gender reassignment
Marriage and civil partnership
Pregnancy or Maternity
Religion or belief
Sexual orientation
Evidence
4
With reference to the data, what are the equality implications of the
policy/procedure/function under the following headings?
Characteristic
Positive Impact
Negative Impact* (see 5 below)
Age
Disability
Ethnic Group
Gender
Gender
reassignment
Marriage and civil
partnership
Pregnancy or
Maternity
Religion or belief
Sexual orientation
5
Action Plan
Negative Impact
Discovery
Action required to remove
or reduce
By who
Timescale
6
Duty to advance equality of opportunity and foster good relations
Ways in which the policy/procedure/
function can advance equality of
opportunity
Name of person completing this analysis
Job Title
Date of completion
Ways in which the policy/procedure/
function can foster good relations ( this
could be joint forums, partnerships,
promoting understanding between
different groups)