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Best Practices for ERGs and DEI Surveys

Defining ERGs and DEI Surveys

Diversity and inclusion are not just buzzwords in today's corporate landscape; they are essential components of a thriving and successful organization. In order to foster an inclusive workplace culture, companies are increasingly turning to Employee Resource Groups (ERGs) and Diversity, Equity, and Inclusion (DEI) Surveys as powerful tools. ERGs, also known as affinity groups or employee networks, are voluntary, employee-led groups that bring together individuals with shared characteristics, backgrounds, or interests. These groups provide a platform for employees to connect, collaborate, and advocate for diversity and inclusion within the organization. On the other hand, DEI Surveys are structured assessments that gather data on various dimensions of diversity, equity, and inclusion within the workplace.

Understanding the Significance of ERGs and DEI Surveys

ERGs play a crucial role in promoting diversity and inclusion by creating a sense of belonging and representation for underrepresented groups. They provide a safe space for employees to share experiences, ideas, and concerns, ultimately fostering an environment of empathy, respect, and understanding. ERGs also serve as valuable resources for organizations, offering insights and recommendations on policies, programs, and initiatives that can enhance diversity and inclusion efforts.

DEI Surveys, on the other hand, offer a systematic approach to measuring and understanding the state of diversity, equity, and inclusion within an organization. By collecting data on employee experiences, perceptions, and attitudes, these surveys provide a comprehensive view of how employees perceive the company's commitment to diversity and inclusion. This data serves as a powerful diagnostic tool, helping organizations identify areas of strength, as well as opportunities for improvement.

Preparing for ERGs and DEI Surveys

Before diving into the implementation of ERGs and DEI Surveys, organizations need to lay a strong foundation. This involves identifying the purpose and goals of these initiatives within the organization, as well as gaining leadership support. Defining the purpose and goals ensures that ERGs and DEI Surveys align with the organization's strategic objectives and are not just seen as checkbox exercises. Leadership support is essential to drive meaningful change and allocate necessary resources to implement and sustain ERGs and DEI Surveys effectively.

Designing and Implementing ERGs

To create successful ERGs, organizations must carefully consider the structure, charters, and guidelines for these groups. Selecting the most appropriate ERG structure ensures maximum inclusivity and participation, allowing for diverse voices to be heard. Developing clear charters and guidelines helps define the purpose, scope, and responsibilities of each ERG, setting expectations and guiding their activities.

Encouraging membership and participation in ERGs is vital for their success. Organizations should employ strategies to attract a diverse range of members, ensuring that ERGs represent the broader employee population. Active participation and engagement can be fostered through various means, such as organizing events, training sessions, mentoring programs, and inclusive communication practices.

Conducting Effective DEI Surveys

When it comes to DEI Surveys, organizations need to carefully plan and execute the data collection process. Defining the scope and objectives of the survey is critical to ensure that the survey captures relevant data and aligns with the organization's diversity and inclusion goals. Organizations can choose to conduct organization-wide surveys or focus on specific departments or teams, based on their unique needs and priorities.

To ensure the validity and reliability of survey results, organizations must design effective survey questions that capture the necessary information. Conducting pilot testing and validation processes helps identify any potential issues or biases in the survey design, ensuring that the survey accurately reflects the experiences and perceptions of employees. Additionally, organizations must emphasize the importance of anonymity and confidentiality in the survey process, reassuring participants that their responses will be kept confidential to encourage honest and open feedback.

Analyzing and Acting on ERG and DEI Survey Data

Collecting data through ERGs and DEI Surveys is just the first step; the real value lies in analyzing and acting on the insights gained. Organizations should carefully analyze survey results to identify patterns and trends, allowing them to understand the current state of diversity and inclusion within the company. By communicating survey findings effectively, organizations can raise awareness and engage stakeholders in the process, fostering a sense of ownership and accountability.

Taking action based on survey findings is crucial to drive meaningful change. Organizations should develop actionable strategies and initiatives to address identified gaps and opportunities. Regular monitoring and evaluation are essential to measure the impact of ERGs and DEI initiatives, allowing organizations to make data-driven decisions and continuously improve their diversity and inclusion efforts.

In conclusion, ERGs and DEI Surveys are powerful tools that organizations can leverage to create a more inclusive workplace culture. By implementing best practices in designing, implementing, and analyzing these initiatives, companies can foster diversity, equity, and inclusion, leading to increased employee engagement, innovation, and overall organizational success. In the following sections, we will delve deeper into each aspect of ERGs and DEI Surveys, providing comprehensive guidance on how to maximize their effectiveness.

Introduction to ERGs and DEI Surveys

Defining ERGs (Employee Resource Groups)

Employee Resource Groups (ERGs) are voluntary, employee-led groups within organizations that bring together individuals with shared characteristics, backgrounds, or interests. These groups serve as a platform for employees to connect, collaborate, and advocate for diversity and inclusion within the workplace. ERGs can focus on various dimensions of diversity, such as race, ethnicity, gender, sexual orientation, disability, or veterans' status.

ERGs play a vital role in promoting diversity and inclusion within organizations. By providing a safe space for employees to share experiences, challenges, and successes, ERGs foster a sense of belonging and community. They create opportunities for networking, mentorship, and professional development, enabling employees to thrive and reach their full potential. ERGs also serve as valuable resources for organizations, offering insights and recommendations on policies, programs, and initiatives that can enhance diversity and inclusion efforts.

Understanding DEI Surveys (Diversity, Equity, and Inclusion Surveys)

Diversity, Equity, and Inclusion (DEI) Surveys are structured assessments that gather data on various aspects of diversity, equity, and inclusion within the workplace. These surveys provide organizations with valuable insights into the experiences, perceptions, and attitudes of their employees regarding diversity and inclusion.

DEI Surveys are designed to capture data on a range of topics, including employee satisfaction, engagement, perceptions of fairness, opportunities for growth and development, cultural competency, and bias awareness. By collecting this data, organizations can identify areas of strength, as well as areas requiring improvement. DEI Surveys serve as a diagnostic tool, highlighting barriers and opportunities for creating a more inclusive and equitable workplace.

Organizations can customize their DEI Surveys to align with their specific goals and objectives. Some organizations choose to conduct organization-wide surveys, while others focus on specific departments or teams. Regardless of the approach, the data collected from DEI Surveys can inform evidence-based decision-making and help organizations develop strategies and initiatives to promote diversity and inclusion.

The Synergy between ERGs and DEI Surveys

ERGs and DEI Surveys are not mutually exclusive; in fact, they work hand in hand to drive meaningful change. ERGs provide the human connection and grassroots efforts necessary to foster diversity and inclusion within organizations. They create spaces for dialogue, support, and collaboration, allowing employees to share their experiences and contribute to the organizational culture.

DEI Surveys, on the other hand, provide quantitative and qualitative data that complements the qualitative insights gathered through ERGs. These surveys offer a broader perspective and help identify trends and patterns across the organization. By combining the power of ERGs and DEI Surveys, organizations can gain comprehensive insights into their diversity and inclusion efforts, enabling them to develop targeted strategies and initiatives that address the unique needs and challenges of their employees.

In the following sections, we will explore the best practices for establishing and nurturing ERGs, as well as designing and implementing effective DEI Surveys. We will delve into the importance of leadership support, the structuring of ERGs, the development of charters and guidelines, and strategies for promoting membership and participation. Additionally, we will discuss the key considerations for conducting DEI Surveys, including defining the scope and objectives, ensuring survey validity and confidentiality, and maximizing participation rates.

By implementing these best practices, organizations can foster a culture of diversity, equity, and inclusion that empowers employees, drives innovation, and ultimately leads to long-term success. So let's dive in and explore the world of ERGs and DEI Surveys, and discover how they can transform organizations into inclusive and thriving workplaces.

Preparing for ERGs and DEI Surveys

A successful implementation of ERGs and DEI Surveys requires careful preparation and planning. Organizations must establish a clear understanding of the purpose and goals of these initiatives within their specific context. Additionally, gaining leadership support is crucial to ensure the allocation of resources and commitment required for effective ERGs and DEI Surveys. Let's explore these aspects in more detail.

Identifying the Purpose and Goals

Before launching ERGs and DEI Surveys, it is essential to define the purpose and goals of these initiatives within the organization. This involves understanding why ERGs and DEI Surveys are important and what outcomes the organization hopes to achieve through their implementation.

The purpose of ERGs may vary from one organization to another. Some organizations establish ERGs to enhance employee engagement and retention, while others aim to foster a more inclusive culture or drive innovation and creativity. By clarifying the purpose, organizations can align their ERGs with their broader diversity and inclusion objectives, ensuring that these groups are not merely symbolic, but actively contribute to positive change.

Similarly, setting specific goals for DEI Surveys is crucial. These goals may include identifying areas of improvement, measuring progress, benchmarking against industry standards, or assessing the effectiveness of diversity and inclusion initiatives. Clear goals provide a roadmap for the survey design and analysis process, enabling organizations to extract meaningful insights and drive targeted interventions.

Building Leadership Support

Leadership support is vital for the success of ERGs and DEI Surveys. When senior leaders actively champion these initiatives, it sends a powerful message to the entire organization that diversity and inclusion are valued and prioritized.

To gain leadership support, organizations must effectively communicate the benefits of ERGs and DEI Surveys. This involves highlighting the positive impact ERGs can have on employee engagement, talent attraction, retention, and innovation. Additionally, organizations should emphasize the value of DEI Surveys in providing data-driven insights that inform decision-making and help build a more inclusive and equitable workplace.

Engaging leaders in the process is equally important. This can be achieved through regular communication, providing updates on ERG initiatives and survey results, and involving leaders in the development of ERG charters and guidelines. Leaders can also participate in ERG events, workshops, or panel discussions, demonstrating their commitment to diversity and inclusion and fostering open dialogue with employees.

By securing leadership support, organizations can create an environment where ERGs and DEI Surveys are seen as integral components of the overall diversity and inclusion strategy. This support ensures that the necessary resources and attention are dedicated to these initiatives, enabling them to thrive and make a meaningful impact.

In the next section, we will explore the intricacies of designing and implementing effective ERGs. We will discuss the different ERG structures, the importance of creating clear charters and guidelines, and strategies for promoting membership and participation. Stay tuned as we dive deeper into the world of ERGs and their role in fostering diversity and inclusion within organizations.

Designing and Implementing ERGs

The success of Employee Resource Groups (ERGs) relies heavily on thoughtful design and implementation. Organizations must consider various factors, such as the ERG structure, charters and guidelines, and strategies for promoting membership and participation. Let's delve into these aspects to understand how to create effective ERGs that drive diversity and inclusion.

Establishing ERG Structures

Choosing the right ERG structure is crucial for maximizing inclusivity and impact within an organization. There are several types of ERG structures, each with its own benefits and considerations. Common ERG structures include:

  1. Identity-Based ERGs: These groups are formed around specific dimensions of diversity, such as race, ethnicity, gender, sexual orientation, or disability. Identity-based ERGs provide a platform for individuals to connect, share experiences, and advocate for their respective communities.
  2. Interest-Based ERGs: These groups focus on shared interests or passions, such as sustainability, wellness, or community service. Interest-based ERGs provide opportunities for employees to come together around common goals, regardless of their demographic backgrounds.
  3. Hybrid ERGs: These groups combine elements of both identity-based and interest-based ERGs. They recognize that individuals can have multiple identities and interests, allowing for intersectional conversations and collaborations.

Organizations should carefully consider their workforce demographics and the specific needs and interests of their employees when determining the most suitable ERG structure. It is important to ensure that all employees have the opportunity to participate and contribute to ERGs, fostering a sense of belonging and inclusion.

Creating ERG Charters and Guidelines

Developing clear charters and guidelines is essential to establish the purpose, scope, and responsibilities of ERGs. Charters outline the goals, objectives, and focus areas of the ERG, while guidelines provide a framework for how ERGs should operate within the organization.

ERG charters should clearly articulate the mission and vision of the group, as well as the specific activities and initiatives they will undertake to support diversity and inclusion. It is important to align the goals of ERGs with the overall diversity and inclusion strategy of the organization to ensure synergy and coherence.

Guidelines help establish expectations for ERG members and provide a framework for collaboration and decision-making. These guidelines may cover areas such as meeting frequency, communication protocols, budgeting, and reporting. Clear guidelines ensure consistency and enable ERGs to operate effectively and efficiently.

When developing charters and guidelines, it is crucial to involve ERG members in the process. This fosters a sense of ownership and empowerment, ensuring that the ERG truly represents the needs and aspirations of its members. Regular reviews and updates of charters and guidelines are also necessary to adapt to evolving organizational priorities and maintain relevance.

Promoting ERG Membership and Participation

Attracting a diverse range of members and promoting active participation in ERGs is key to their success. Organizations should employ strategies to encourage employees to join and engage with ERGs. Some best practices include:

  1. Awareness and Recruitment: Raise awareness about ERGs through effective communication channels, such as company newsletters, intranet platforms, or internal social media networks. Highlight the benefits of joining ERGs, such as networking opportunities, professional development, and the chance to make a difference within the organization.
  2. Inclusive Communication: Ensure that ERG communication is inclusive and accessible to all employees. Use diverse and inclusive imagery, language, and storytelling to create a welcoming environment. Consider translating materials into different languages or providing accommodations for employees with disabilities.
  3. Leadership Support: Seek active support from senior leaders to encourage participation in ERGs. When leaders endorse and participate in ERG activities, it sends a powerful message that these groups are valued and supported at all levels of the organization.
  4. Collaboration and Integration: Foster collaboration between ERGs and other departments or teams within the organization. Encourage ERGs to partner on initiatives, events, or projects that promote diversity and inclusion throughout the organization. This integration helps ERGs have a broader impact and ensures that diversity and inclusion are embedded in all aspects of the organizational culture.

By implementing these strategies, organizations can create an environment where ERGs thrive and contribute to a more inclusive workplace culture. In the next section, we will explore the world of DEI Surveys and discuss the best practices for conducting effective assessments that provide valuable insights into the state of diversity, equity, and inclusion within an organization. So, stay tuned as we continue our journey into fostering diversity and inclusion through ERGs and DEI Surveys.

Conducting Effective DEI Surveys

Diversity, Equity, and Inclusion (DEI) Surveys are powerful tools for organizations to gather data and insights on various dimensions of diversity and inclusion within the workplace. These surveys provide a systematic approach to understanding employee experiences, perceptions, and attitudes towards diversity and equity. To ensure the effectiveness of DEI Surveys, organizations must consider several key factors during the planning and implementation stages.

Defining the Scope and Objectives

Before conducting a DEI Survey, organizations must clearly define the scope and objectives of the assessment. This involves determining the target audience, whether it is organization-wide, department-specific, or focused on specific demographics. Understanding the scope helps organizations tailor the survey questions and analysis to capture relevant data and insights.

In addition, organizations should establish clear objectives for the DEI Survey. These objectives may include assessing the current state of diversity and inclusion, identifying areas for improvement, measuring the effectiveness of existing diversity initiatives, or benchmarking against industry standards. Setting objectives ensures that the survey aligns with the organization's diversity and inclusion goals, and allows for targeted analysis and action planning.

Ensuring Survey Validity and Reliability

To ensure the validity and reliability of DEI Survey results, organizations need to design survey questions that capture the necessary information accurately. It is important to strike a balance between comprehensive data collection and survey length, as overly long surveys may deter participation or lead to incomplete responses. Organizations should carefully choose questions that address key dimensions of diversity, equity, and inclusion, such as representation, inclusivity, bias awareness, and overall satisfaction.

Conducting pilot testing and validation processes is crucial to identify any issues or biases in the survey design. Pilot testing involves administering the survey to a small sample of employees and gathering feedback on the clarity, relevance, and appropriateness of the questions. This feedback helps refine the survey instrument and ensure that it accurately captures the intended information.

Additionally, organizations should consider incorporating validated scales or questionnaires that have been previously tested and proven reliable in measuring diversity and inclusion-related constructs. This enhances the credibility and comparability of the survey results, allowing organizations to benchmark their performance against industry standards or external benchmarks.

Ensuring Anonymity and Confidentiality

Anonymity and confidentiality are critical factors in ensuring honest and open responses in DEI Surveys. Employees need to feel safe and secure in sharing their experiences and perceptions without fear of retribution or discrimination. Organizations should clearly communicate the importance of anonymity and confidentiality to survey participants, assuring them that their responses will be kept confidential and only reported in aggregate.

Organizations can implement technical measures to safeguard participant data, such as using secure survey platforms and encrypting responses. Additionally, organizations should establish clear data protection policies and procedures to ensure compliance with privacy regulations and protect employee confidentiality.

By creating a culture of trust and ensuring anonymity and confidentiality, organizations can increase participation rates and obtain more accurate and representative data, leading to more meaningful insights and action plans.

Encouraging High Survey Participation Rates

Achieving high participation rates is crucial for DEI Surveys to provide comprehensive and representative data. Organizations should employ strategies to maximize participation and minimize survey fatigue. Some best practices include:

  1. Communication and Promotion: Communicate the purpose and importance of the survey through multiple channels, such as emails, intranet announcements, and town hall meetings. Highlight how the survey results will be used to drive positive change and promote diversity and inclusion within the organization.
  2. Incentives: Consider offering incentives, such as gift cards or raffle entries, to encourage participation. These incentives can motivate employees to take the survey and increase response rates.
  3. Reminders and Follow-ups: Send regular reminders to employees who have not completed the survey, emphasizing the deadline and the importance of their participation. Personalized follow-up emails or messages can also be effective in encouraging employees to complete the survey.
  4. Accessibility and Flexibility: Ensure that the survey is accessible to all employees, including those with disabilities or language barriers. Provide options for employees to take the survey at a time and place convenient for them, such as during work hours or on personal devices.

By implementing these strategies, organizations can achieve higher participation rates, leading to more robust and representative data for analysis and action planning.

In the next section, we will explore the critical aspects of analyzing and acting on ERG and DEI Survey data. We will discuss how to extract meaningful insights from survey results, communicate findings effectively, and develop actionable strategies to drive positive change. So, stay tuned as we continue our journey into the world of ERGs and DEI Surveys.

Analyzing and Acting on ERG and DEI Survey Data

Collecting data through Employee Resource Groups (ERGs) and Diversity, Equity, and Inclusion (DEI) Surveys is just the first step in driving positive change towards diversity and inclusion within organizations. It is crucial to effectively analyze the data collected and take action based on the insights gained. In this section, we will explore the key considerations for analyzing ERG and DEI Survey data and discuss strategies for translating the findings into actionable initiatives.

Analyzing Survey Results

Effective analysis of ERG and DEI Survey data is essential to extract meaningful insights and identify patterns and trends. Organizations should employ both quantitative and qualitative methods to analyze the data, providing a comprehensive understanding of the current state of diversity and inclusion within the organization.

Quantitative analysis involves examining numerical data to identify statistical trends and patterns. This can include calculating response frequencies, averages, and correlations to uncover relationships between variables. For example, organizations can analyze survey responses by demographic groups to identify any disparities or differences in experiences and perceptions.

Qualitative analysis focuses on the themes, narratives, and insights captured through open-ended survey questions or qualitative data sources, such as focus groups or interviews. This analysis involves coding and categorizing responses to identify common themes or emerging trends. Qualitative analysis provides rich contextual information and allows organizations to capture the nuances and complexities of employee experiences and perceptions.

By combining quantitative and qualitative analysis, organizations can gain a holistic understanding of the survey results and develop a comprehensive picture of the strengths, challenges, and opportunities related to diversity and inclusion within the organization.

Communicating Survey Findings

Effectively communicating the survey findings is crucial to raise awareness, engage stakeholders, and drive action. Organizations should develop clear and concise reports or presentations that highlight the key findings, trends, and insights derived from the ERG and DEI Survey data.

When communicating survey findings, it is important to tailor the messaging to different stakeholder groups. Senior leaders may require a high-level summary focusing on strategic implications and actionable recommendations, while individual departments or teams may benefit from more detailed analysis specific to their context. Utilizing data visualization techniques, such as charts, graphs, and infographics, can help convey complex information in a visually appealing and easily understandable manner.

Transparency and inclusivity should be emphasized in the communication process. Organizations should share the survey findings with all employees, promoting a culture of openness and accountability. This not only helps build trust and confidence but also ensures that employees are aware of the organization's commitment to diversity and inclusion.

Taking Action on Survey Findings

The true value of ERGs and DEI Surveys lies in the actions taken based on the insights gained. Organizations should use the survey findings as a roadmap for developing actionable strategies and initiatives that address identified gaps and opportunities.

Based on the analysis, organizations can identify priority areas for improvement or intervention. For example, if the survey reveals a lack of representation in leadership positions, organizations can develop targeted programs to support the advancement of underrepresented groups. If bias or discrimination is identified as a concern, organizations can implement unconscious bias training or review their recruitment and promotion processes for potential biases.

It is important to involve key stakeholders, including ERG members, leaders, and employees, in the action planning process. This ensures that initiatives are informed by diverse perspectives and receive buy-in from all levels of the organization. Clear goals, timelines, and metrics should be established to track progress, measure the impact of interventions, and hold the organization accountable for driving change.

Monitoring and Evaluating Progress

Monitoring and evaluating the progress of ERGs and DEI initiatives is essential to measure the impact of interventions and drive continuous improvement. Organizations should establish mechanisms to track key metrics and evaluate the effectiveness of implemented strategies.

Regular data collection and analysis should be conducted to assess whether the implemented initiatives are driving the desired outcomes. This can include conducting follow-up surveys, focus groups, or interviews to gauge the impact of interventions on employee experiences and perceptions. The findings from these evaluations can inform adjustments or refinements to existing initiatives and guide future actions.

By continuously monitoring and evaluating progress, organizations can ensure the sustainability and effectiveness of ERGs and DEI efforts, making data-driven decisions that lead to positive change.

As we approach the conclusion of our exploration into ERGs and DEI Surveys, we will summarize the key takeaways and best practices for leveraging these initiatives to foster inclusion within organizations. So, stay tuned as we wrap up our comprehensive guide on the best practices for ERGs and DEI Surveys.

Conclusion: The Power of ERGs and DEI Surveys in Promoting Inclusion

Throughout this comprehensive guide, we have explored the best practices for implementing Employee Resource Groups (ERGs) and conducting Diversity, Equity, and Inclusion (DEI) Surveys. We have delved into the importance of defining the purpose and goals of ERGs and DEI Surveys, gaining leadership support, designing effective ERG structures, creating clear charters and guidelines, conducting meaningful DEI Surveys, and analyzing and acting on the data collected. Now, let's recap the key takeaways and highlight the power of ERGs and DEI Surveys in promoting inclusion within organizations.

ERGs are invaluable resources for fostering diversity and inclusion. They provide a platform for employees to connect, collaborate, and advocate for underrepresented groups. Through ERGs, employees find a sense of belonging, support, and empowerment, which ultimately enhances their engagement, productivity, and overall well-being. ERGs also serve as a valuable source of insights and recommendations for organizations, helping them identify opportunities for improvement and develop targeted strategies to create a more inclusive workplace.

DEI Surveys, on the other hand, offer a systematic approach to understanding the state of diversity and inclusion within organizations. By collecting data on employee experiences, perceptions, and attitudes, DEI Surveys provide organizations with a comprehensive view of their current diversity landscape. These surveys serve as powerful diagnostic tools, enabling organizations to identify areas of strength, uncover challenges, and develop evidence-based strategies to drive positive change.

The synergy between ERGs and DEI Surveys is undeniable. ERGs provide the human connection, grassroots efforts, and qualitative insights necessary to foster inclusion, while DEI Surveys offer quantitative data and metrics to complement these insights. Together, they create a holistic approach to understanding and addressing diversity and inclusion within organizations.

To leverage the power of ERGs and DEI Surveys effectively, organizations must establish clear goals, gain leadership support, and ensure that ERGs and DEI Surveys are aligned with the overall diversity and inclusion strategy. Designing and implementing inclusive ERG structures, developing clear charters and guidelines, promoting membership and participation, and conducting effective DEI Surveys are crucial steps in this process. By analyzing survey results, communicating findings, and taking action based on the insights gained, organizations can drive meaningful change and create a more inclusive workplace culture.

However, the work does not stop there. It is essential to continuously monitor and evaluate progress, making adjustments and improvements as necessary. Organizations must remain committed to the ongoing journey of fostering diversity and inclusion, recognizing that it is an ongoing process that requires dedication, collaboration, and a willingness to learn and grow.

In conclusion, ERGs and DEI Surveys have the power to transform organizations into inclusive, equitable, and thriving workplaces. By implementing the best practices outlined in this guide, organizations can create an environment where all employees feel valued, respected, and empowered to bring their authentic selves to work. Together, let us strive for diversity, equity, and inclusion, and create a future where every individual has an equal opportunity to succeed.

Charley Miller
Founder and CEO
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