2014 Out & Equal Summit Case Study Ally Pledge Week NOVEMBER 05 2014 CONFIDENTIAL What are we covering? • Case Study: step-by-step approach • Ally programming – Pledge for Allies and not LGBT – Ultimate goal to create more inclusive workplace • One size does not fit all – Every company/organization is different (size, org structure, building layout, communications, etc.) – Many ideas provided - choose/modify what you want • Packets of materials • Contact information for ongoing dialogue 2014 PepsiCo Ally Pledge Week Introductions Cory Calvin Finance Manager – Gatorade Brand 312.821.1740 cory.calvin@pepsico.com Chris Horton Senior Manager – Business Relationship Management 312.821.7755 chris.horton@pepsico.com Ashley Hartson Key Account Manager – Chicago/NWI Beverage Market 773.893.2178 ashley.hartson@pepsico.com Annie Newboe Senior Systems Analyst 312.821.3420 annie.newboe@pepsico.com 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week PepsiCo is a global food and beverage powerhouse. Our broad range of more than 3,000 delicious products offers consumers convenient, nutritious and affordable options in nearly every country around the world. Global Beverages Global Snacks Global Nutrition Performance Brands Scale People More than 22 >200 More than billion-dollar brands countries & territories employees $66 billion revenue 250,000 2014 PepsiCo Ally Pledge Week Our goal is to deliver top-tier financial performance while creating sustainable value for all stakeholders • Performance with Purpose – Providing a wide range of foods and beverages from treats to healthy eats – Finding innovative ways to minimize our impact on the environment and reduce our operating costs – Providing a safe and inclusive workplace for our employees globally – Respecting, supporting and investing in the local communities where we operate • Define diversity as – All the unique characteristics that make up each of us: personality, lifestyle, thought processes, work experience, ethnicity, race, color, religion, gender, gender identity, sexual orientation, marital status, age, national origin, disability, veteran status, or other differences 2014 PepsiCo Ally Pledge Week PepsiCo committed to workplace equality • Diversity & Inclusion is vital to our success – Believe a workplace that values different perspectives builds employee engagement, fosters creativity and fuels innovation, from our products, to our packaging, to our campaigns • Strive to be a home for the world’s best and brightest talent, at all levels of the organization – Focused on building a strong, diverse talent pool and developing inclusive leadership • Longtime partner of Out & Equal – 2014 Titanium Sponsor – Over 80 associates in attendance • Corporate sponsor of Human Rights Campaign Foundation – 100% Corporate Equality Index 2014 • First corporate sponsor of GLAAD Spirit Day in 2014 2014 PepsiCo Ally Pledge Week PepsiCo EQUAL • PepsiCo’s LGBTA ERG • One of eleven Employee Resource Groups (ERG) at PepsiCo • Annual programming for members, supporters, and guests: – Bi-monthly member meetings – Ally programming – Spirit Week (anti-bullying) programming – Community service – Fellowship with neighboring companies' LGBTA groups 2014 PepsiCo Ally Pledge Week PepsiCo EQUAL Structure Executive Sponsor HR Lead Diversity & Inclusion Organization Community Affairs LGBTA Steering Committee EQUAL@Chicago EQUAL@Plano Gatorade, Trop Quaker Frito Lay Frito Lay North America Field EQUAL@Bradenton Tropicana International Canada United Kingdom EQUAL@Westchester Pepsi, Mountain Dew PepsiCo Bottling Company Field 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week Why Ally Program? • Ally Defined • An ally is a straight individual who believes LGBT people should experience full equality in the workplace • Associates want to support LGBT colleagues but need direction – We weren’t sure who our allies were – Known allies weren’t aware of the ways they can help • Allies are drastically underutilized at PepsiCo • Business case exists for Ally Programming 2014 PepsiCo Ally Pledge Week Created Ally Mission Statement • Ally Subcommittee developed Ally Mission Statement for Chicago location • Provided team framework for developing Ally programming • Defined who we were • Clearly and concisely conveys the direction of the group “We are straight PepsiCo Chicago associates who fully support the Lesbian, Gay, Bisexual, and Transgender (LGBT) community. Our goal is to encourage all LGBT colleagues to bring their whole selves to work, committing ourselves to visibly advocate for equality and mutual respect.” 2014 PepsiCo Ally Pledge Week What is Pledge Week? • Three day event held June 3-5 to kick off Pride Month of June • Simple, yet powerful way to educate Allies on how to be an Ally • Generate and build Ally awareness and to grow network of support • Colleagues took online pledge allowing them to self identify as an Ally and to be more visible • Pledge Week ended with Celebration 2014 PepsiCo Ally Pledge Week What is the Pledge? • Goal was to create words that were action items and easy to remember • Pledge focused around – Visibility – Education Come Out Speak Out Join In • I will show my support for LGBT Equality • I will respond to anti-gay remarks and correct misinformation or commonly held stereotypes • I will begin to incorporate small every day actions to move equality forward 2014 PepsiCo Ally Pledge Week Pledge Week Highlights 475 allies took the pledge 65 volunteers/ contributors 350 video views 1100 flyers distributed in person 65 attended celebration Chicago Office has an estimated 1,300 employees 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week Pledge Week • Created schedule of Pledging opportunities – 3 total days – Held during lunch time (high traffic times) – 2 different locations • Cafeteria • Lobby • Pledging process and Celebration: Take Pledge on computer kiosks Sign Pledge Week Banner Receive free “Swag Bag” Wear “I took the Ally Pledge” Sticker Attend Pledge Week Celebration 2014 PepsiCo Ally Pledge Week Take Pledge 2014 PepsiCo Ally Pledge Week 2014 PepsiCo Ally Pledge Week Sign the Banner 2014 PepsiCo Ally Pledge Week Receive Swag Bag Badge Buddy (front) Badge Buddy (back) Badge Buddy in holder • Goal for Swag Bag – Educate all associates – Provide visible materials Ally Card (front) Ally Card (back) Welcome Letter Ally Card on display in workspace Swag Bag 2014 PepsiCo Ally Pledge Week Wear Sticker “I took the Ally Pledge” 2014 PepsiCo Ally Pledge Week Pledge Week Celebration • Celebration closed Pledge Week • Reinforced Ally education and ways to show ongoing support • Speaker discussed personal experience as an Ally – Offered advice on next steps for Allies • Raffled off 4 White Sox tickets with 2 parking passes 2014 PepsiCo Ally Pledge Week 2014 PepsiCo Ally Pledge Week 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week Marketing and Communications • Developed multi-faceted marketing and communications campaign – To reach maximum number of Chicago associates – To educate associates on • Definition of an Ally • Features and benefits of Pledge Week – To create clear, consistent messaging – To create excitement • Traditional and grassroots marketing used in all 4 weeks leading up to Pledge Week Poster & Video Kiosks -4 weeks Pledge Week Video -1 & -0 weeks MyCommunity News -1 & -0 weeks Table Tents in common areas -1 week ERG Meetings & BU/ERG Email Distribution -1 week Lobby Flyer Handout -0 weeks 2014 PepsiCo Ally Pledge Week Created Ally Logo • Used internal graphic designer • Used on all marketing materials to create consistent messaging • Used rainbow dots below word “ally” to tie back to EQUAL logo • Circle sends positive emotional message and shows community/unity attribute • Muted rainbow colors to create differentiation from traditional, brighter rainbow colors 2014 PepsiCo Ally Pledge Week Poster and Video Kiosks • Messaging began 4 weeks prior to Pledge Week • First engagement with associates • Visible executives • Displays in all common areas • Video kiosks throughout building 2014 PepsiCo Ally Pledge Week Pledge Week Video • Video sent electronically • Video production – 10 ally volunteers – Created script for storyline – Created posters to match script – Asked open-ended questions – In-house media capabilities • Created two videos – Spoken version for communications – Silent version for video kiosks 2014 PepsiCo Ally Pledge Week Pledge Week Video • Click image to view video or use the following hyperlink: http://tinyurl.com/PledgeWeek2014 2014 PepsiCo Ally Pledge Week Chicago MyCommunity Newsletter • Communication sent two times in Chicago version of MyCommunity news – 1 week prior to Pledge Week – Same day as start of Pledge Week • Featured – Ally logo linking messaging – “What is Pledge Week?” – Link to video – Calendar invite for Celebration 2014 PepsiCo Ally Pledge Week Table Tents • One week prior to Pledge Week • Chicago Cafeteria • Common areas on each floor • Featured – Ally logo linking messaging – Ally Mission Statement – “What is Pledge Week?” – Pledge Week Schedule 2014 PepsiCo Ally Pledge Week ERG Meetings and BU/ERG Distribution • Attended Employee Resource Group (ERG) member meetings • All ERG’s endorsed Pledge Week – ERGs sent email to distribution lists outlining Pledge Week info • Business Unit Presidents endorsed Pledge Week – Sent an email to their teams 2014 PepsiCo Ally Pledge Week Lobby Flyer Handout • Handed out flyers in lobby • Handout Featured – Ally logo linking messaging – Pledge Week schedule – “What is Pledge Week?” – Pledge language • Volunteers wore matching t-shirts 2014 PepsiCo Ally Pledge Week Post-Pledge Week • Chicago Ally PEPnet site • Pledge Week Banner • “Thank you” campaign 2014 PepsiCo Ally Pledge Week Chicago Ally PEPnet Site Screenshot 2014 PepsiCo Ally Pledge Week Pledge Week Cost Swag Bag: tote bags, badge buddy, ally card, welcome letter $745 Celebration: food, drink, catering 557 Printing: posters, stickers, table tents 157 Other: t-shirts, supplies 211 FREE: banner, video production, speaker, graphic design - Total Pledge Week $1,670 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week Challenges • Recruiting Ally team • Executing in a short time frame – Clear vision – Create timeline – Volunteers • Working with a large group – Core ally subcommittee group of 10+ people – Example: Creating Mission Statement • Concise, effective, and meaningful • Provided guidelines and allowed team to brainstorm 2014 PepsiCo Ally Pledge Week Challenges • Working with offices in different regions – Remote conversations difficult – May be difficult to establish commonalities •Allies may not be as comfortable being “out” as allies in various regions •Logo design example –Final base design could be tailored as necessary •Create national team vs. regional team – Created “playbook” for other regions to leverage 2014 PepsiCo Ally Pledge Week Next Steps • Word of mouth in different offices/regions • Strategy for scaling it larger – Nationally – Internationally 2014 PepsiCo Ally Pledge Week Sections 1. PepsiCo 2. Ally Program 3. Pledge Week 4. Marketing and Communications 5. Challenges and Next Steps 6. Questions 2014 PepsiCo Ally Pledge Week