turning employee survey insight into action

Turning Insight Into Action Secrets for Conducting Effective Employee Surveys

and Implementing Successful Changes

A Presentation for CalCPA

May 29, 2013

By Pi Wen Looi, PhD. Novacrea Research Consulting

2

Focus Today

  Employee Survey Process   Best Practice for Increasing Response Rate   The Art of Asking Questions   Data Analysis and Insights   Survey Results Feedback   Follow Up Action Planning and Implementation

3

Employee Survey Cycle

Planning and Marketing

Design

Data Collection

Data Analysis & Insights

Survey Results Feedback

Action Planning & Follow Up

4

Planning and Marketing

•  Get senior management buy-in

•  Drive high employee survey response rate

•  Drive survey questionnaire design •  Assign a key contact for the project

•  Build trust

5

Home

6

The Art of Asking Questions

The Art of Asking Questions

Do you receive clear and timely communication regarding company matters? ❍ Yes, regularly ❍ Inconsistently ❍ Must ask ❍ Not at all

BEFORE 7

The Art of Asking Questions

To what extent do you agree or disagree with the following statements?

Agree Strongly

Agree Somewhat

Neither Agree Nor Disagree

Disagree Somewhat

Disagree Strongly

Communications about Company ABC’s business goals, strategies, and business performance are clear.

❍ ❍ ❍ ❍ ❍

Communications about Company ABC’s business goals, strategies, and business performance are timely.

❍ ❍ ❍ ❍ ❍

AFTER 8

The Art of Asking Questions

On a scale of 1-5, 1 being the least likely and 5 being the most likely, please answer the following question:

BEFORE 9

My company offers the professional development training programs that I need (i.e., time management, business writing, and presentation skills).

The Art of Asking Questions

How likely are you to attend professional development training programs on:

Extremely Likely

Very Likely

Somewhat Likely

Not Very Likely

Not at all Likely

Time management ❍ ❍ ❍ ❍ ❍

Business writing ❍ ❍ ❍ ❍ ❍

Presentation skills ❍ ❍ ❍ ❍ ❍

AFTER 10

The Art of Asking Questions

  Clear, Unbiased, Non-leading Questions   Include Enabler Questions

  Rating Scales Consistent With Questions   Best Practice

 Pilot Test Questions Before Survey Launch

11

12

Data Analysis And Insight

42%

58%

66%

76%

81%

83%

0% 20% 40% 60% 80% 100%

You know how to access career development resources provided by Company ABC.

Your manager encourages career development for all employees.

You have access to appropriate mentors who can help you with your role.

You are able to fully use your skills and experiences in your current position.

You are building skills and knowledge that will help you in your future career.

You are provided the opportunity to learn new skills on the job.

13

Data Analysis and Insight

Percent of Employees who “Agree Strongly” or “Agree Somewhat”

14

Data Analysis and Insight

Percentages shown are percent of members who “Agree Strongly” or “Agree Somewhat” The red zones are areas in which the result is at least five percentage points lower than company total. The green zones are areas in which the result is at least five percentage points higher than company total.

HotZoneTM Chart

Data Analysis and Insight

Company Engagement

Score: 65% Engagement Score

High Potential Turnover

Internal Transfer

Employee Turnover

General Accounting 70% 2% 3% 5%

Taxation 62% 10% 0% 15%

Auditing 58% 10% 30% 50%

Marketing 45% 5% 10% 2%

15

Link Employee Engagement Results with Performance Metrics

Data Analysis and Insight

  Data Analysis  Missing Data Patterns  Overall and Subgroup Analysis  Benchmarking  Linking With Performance Metrics

  Less is More  No analysis paralysis

16

Survey Results Feedback

  When to Share?  Managers  Employees

  How Much to Share?   In What Format?

 Presentation  Report   Internal Social Media

17

Follow-Up Action Planning and Implementation   Action Planning

 Prioritization  Resource Allocation  Accountability

  Communication – a process, not an event   Pilot Study, Rapid Prototyping

 Let success snowball, or not!   Kotter’s 8-Step Change Management Model   Measure Success

18

19

Pi Wen Looi, PhD. www.NovacreaResearch.com

Follow me @Novacrea Phone: 510-926-2883

Email: piwen.looi@NovacreaResearch.com

Novacrea Research Consulting

20