Criterion Institute (re)Value Gender

January 2014

Role: Design Strategy

The Challenge

(re)Value Gender is a new program to catalyze the breadth and depth with which a gender lens informs investment decisions. This program is an outgrowth of the Women Effect Investments initiative at Criterion Institute. Women Effect Investments introduced gender lens investing as a practice for the investment community to embrace in 2010. Since then, they have maintained a set of activities which accelerate change of mindset and action across investors and instruments.

(re)Value Gender is seizing this opportunity to advance our understanding of how gender expertise can inform financial analyses. The paths to this analytical overlap are many – spanning industries and instruments, grounded in different starting points of expertise – but all find pools of value that markets have been missing.

The goal of this program is to demonstrate and deconstruct how our mindsets, our often unconscious ways in which we devalue women, actually lead to less effective financial design – and then reconstruct ways of (re)Valuing. Even if the hypothesis of the thought experiment is wrong or not implementable, there is value in reframing our thinking, expanding our imagination and acknowledging that which has been absent from the analysis.

The Criterion Institute has run (re)Value Gender conversations several times with success. As a result, they are being approached concurrently by multiple organizations, convenings and conferences that want to make these conversations a core part of their offering. In order to do this, Criterion Institute sought my help with design strategy around process, design principles and toolsets that could support rapid scale.

The Impact

Criterion’s founder, Joy Anderson and I spent a day reviewing existing program materials, and mapping out ways in which the goals of (re)Value Gender could be met. Based on our workshopping day, I assembled a strategy that provided a 1-sheet program description for potential participants, design principles, a detailed customer journey map for program participants and Criterion employees and an inventory of supporting communication tools that will need to be be developed, as the program rolls out.

Key Tools

Process Mapping

Customer Journey