SHRM’s BEAM Framework for Inclusion: Aligning Merit with Organizational Excellence

The national conversation surrounding diversity, equity, and inclusion (DEI) has seismically shifted once again.

President Donald Trump’s executive order to eliminate DEI programs and preferencing in the federal government — along with the rescission of a 60-year-old executive order by President Lyndon Johnson requiring federal contractors to practice affirmative action based on race and gender — has left HR professionals and executives contending with the effects on their organizations’ practices.  

However, “it’s clear our collective work on inclusion for all is more important now than ever,” Anuradha Hebbar, president of SHRM CEO Action for Inclusion & Diversity, told tens of thousands of HR professionals during a Jan. 29 SHRM webinar, which is now available to watch on demand for SHRM members. “This is a defining moment for workplaces across the nation, and HR plays a vital role in it.”

The series of executive orders has also reignited dialogue around when inclusion and diversity (I&D) strategies are performative versus when they produce tangible results. This includes how a company defines, strategizes, and implements efficient inclusion efforts within its workforce to build opportunity for those who merit it; maximizes potential for talent; and removes bias for individual and organizational success. SHRM’s new five-point framework, Belonging Enhanced by Access Through Merit (BEAM), offers a forward-looking alternative that shifts the focus from optics to outcomes.

Cutting Through Inclusion Confusion

Inclusive practices are often oriented toward the goal of welcoming differences or making employees feel like they belong, but true inclusion efforts go deeper. Research has found that meaningful inclusion ensures people are valued, they have been enabled to use their voice, they have decision-making influence, and they can contribute their best.  

Additionally, inclusion doesn’t just contribute to good feelings in the workplace; research has found it’s a driver of better business performance. Inclusive environments boost retention and reduce turnover by improving employee engagement and enhancing team performance fourfold — yet 75% of employees have reported feeling some form of exclusion at work.

However, when inclusion efforts move from concepts to real-world applications, additional questions spring forth:

• What exactly is inclusion?
• What drives or derails inclusion in organizations?
• How should organizations measure inclusion?
• What are the tangible outcomes of an inclusive culture?

Applying the BEAM Framework

One specific question instigated the development of the BEAM Framework, said SHRM Chief Data and Analytics Officer Alex Alonso, Ph.D., SHRM-SCP: “How do we get people thinking about what makes something legal or not legal?”

The resulting five-question test is “based on prior research that we had done at SHRM about what I&D was effective versus not effective,” Alonso said. "More importantly, how can merit-based programs be implemented in a way that actually creates more opportunity rather than less?”

When reviewing current or potential inclusion-related practices and programs, organizational leaders should answer five questions that address the five core BEAM principles and ensure compliance with both the law and best practices: 

1. Inclusion: Do the program’s initiatives reflect opportunities open to all, without regard to a person’s sex, race, or any other protected status and without excluding any protected group?
2. Access for all: Are the program’s initiatives designed to engage talent without regard to a person’s protected status, ensuring all people from all backgrounds can access opportunities?
3. Merit-driven: Do the program’s initiatives support people to apply for opportunities based on job-related qualifications and requisite merit (skills, knowledge, or performance), with accommodations made where required (e.g., for disabilities or religious practices), and without unlawful preferences or quotas?
4. Inclusive and accessible information: Are the program’s initiatives clearly and consistently communicated through inclusive and broad-reaching channels, ensuring all people have equal access to apply?
5. Skills-first optimization: Does your organization provide or support skill-building opportunities to help all eligible people improve their skills, qualifications, and relevant experience to be eligible to compete for opportunities?

Combined, these principles ensure that talent pipelines reflect potential, not privilege, and lead to stronger teams, greater innovation, and sustainable growth. 

“Both federal and private-sector HR professionals play a critical role in fostering inclusion,” said SHRM CHRO Jim Link, SHRM-SCP, during the Jan. 29 webinar. “While federal directives narrow the scope of DEI initiatives, organizations can still create environments where access, opportunity, and merit drive success.”

Are you a BEAM-ready leader? Test your understanding of the SHRM BEAM Framework by taking this quiz and using the SHRM BEAM questionnaire as an assessment tool to align your current I&D strategies with legal compliance.