Marta Pateiro, head of organizational development, diversity, inclusion and culture at Pernod Ricard, cites her immigrant background as being instrumental in her approach to corporate culture. Her mother arrived in the U.S. from Spain with an infant Marta, just $200 in her pocket, and little understanding of the English language.

“That cultural perspective and growing up with a family that struggled early on but did everything they could to live that American dream is what shaped me and how I think about culture – always appreciating people’s perspectives, where they come from, understanding who they are, how they were raised, and what’s important to them,” Pateiro said.

Now, Pernod Ricard, a long-established company, is rolling out a new set of values to define its culture, based on employee feedback and its corporate evolution. During a fireside chat at From Day One’s September virtual conference, Pateiro spoke about how inclusion, connection, and a passion for challenge are being woven into the fabric of the organization.

Seizing the Current Cultural Moment

Pateiro has always been drawn to companies that encourage authenticity. “I always think about aligning myself to organizations that give you that opportunity to show up as who you are, and that celebrate differences,” Pateiro said. But pre-pandemic, that was harder to achieve, she says. “We were living in a time where it was a very different mindset,” Pateiro said. During and after Covid, technological advances in corporate communications and connectivity have allowed employees to engage on a deeper level and access services that can be more personalized.

Corporate values are also becoming increasingly important to job candidates, especially younger generations. “We hope that drives more candidates to us,” she said. One way the organization brings its values to life is through videos on its career website to make sure it’s attracting the right talent.

Launching Updated Corporate Values

Pernod Ricard recently launched its new set of corporate values, while also reminding the team that some of them are not actually so new, referring to them as “legacy values.” “They’re still tied to things that are important to the business, but they're updated to reflect where we are today in this global economy. It’s an evolution,” she said.

Pateiro suggests that most companies review their values every five to ten years, just as Pernod Ricard did. It’s important to ask questions like, “Does this actually match up with what we’re doing today? Is this aligned to our business priorities? Do they align to our people?” she said.

For the bottom-up approach, they collected employee feedback in a uniquely personal way. “They asked employees to send videos of a day in the life as a Pernod Ricard employee,” Pateiro said, citing videos that came from the factory floor, corporate offices, and work-from-home set ups. Over 3,000 videos came in, with employees citing how they feel about the company and what is most important to them.

For the top-down approach, “the leadership team got together to say, ‘Where do we see ourselves in the next three to five years, from a business strategy standpoint? And so, in order to be successful, what does that look like?’” Pateiro said.

After data collection and intense brainstorming and analytics, the company came up with four core values:

1. Grounded in the real. “We are a business that has soul,” Pateiro said. The phrase also cleverly refers to how the liquor company literally makes its products, with plants that come from the ground. 
2. Fiercely authentic. “Everyone was proactive in sharing how important it was to feel like they could bring their whole selves to work. That was a key theme that came up in almost every video,” Pateiro said.
3. Connected beyond borders. Employee videos came in from 770 locations around the world. “We are global, and that's important. We need to make sure that we are open to the world and open to understanding the different diversities and perspectives that come with that,” Pateiro said.
4. Passion for challenge. “It is a different time coming out of Covid,” Pateiro said. “There are different socioeconomic changes that impact how we are doing business today.”

Becoming “Fiercely Authentic”

“What does it mean to be ‘fiercely authentic’ on the job?” asked moderator Megan Ulu-Lani Boyanton, neighborhoods reporter for The Denver Post. It doesn’t mean workers can just boldly say whatever they are thinking without consequence. Instead,  “it just gives them the permission to feel psychologically safe,” said Pateiro. “We still have our integrity around respect for one another, understanding that we are still colleagues, and we still need to be professional, but making sure that they feel empowered.”

The word choice for the values was carefully aligned to the language used by employees in the videos, reflecting the intention and emotion behind their feedback.

Measuring the Impact

Pateiro said Pernod Ricard is scheduling pulse checks over the next few years to monitor the success of the new value system. After launching the values at a town hall, a survey was immediately sent out to see if employees understood what was happening. “In the coming quarters [we’ll ask], ‘Is this living up to what you were expecting?’ How are you receiving it?’” Then a new category regarding culture will be added to the annual employee survey.

Defining, launching, and monitoring values is not a communications department task, Pateiro says, but instead falls into the category of change management. “It’s [about] how you change mindsets and how you change your customers’ perspectives,” she said. “It’s living it through the products, the solutions, the things that you’re offering, as well as how you’re showing up in the marketplace.”

Ultimately, Pateiro emphasizes, the values should be driven by the employees – whether you are working with a long-established corporation or a startup. “It’s your workforce that makes your culture,” she said. “The organizations that do the best are the ones that tie that cultural framework to every part of the ecosystem.”

Katie Chambers is a freelance writer and award-winning communications executive with a lifelong commitment to supporting artists and advocating for inclusion. Her work has been seen in HuffPost and several printed essay collections, among others, and she has appeared on Cheddar News, iWomanTV, On New Jersey, and CBS New York.