Building a Strategic Engagement Survey

Lets start with a warmup exercise

#1 Choice (%) #7 Choice (%)

Our company is in a position to really succeed over the next three years 12 19Executive leaders demonstrate that people are important to the company's success 20 13At our company, there is open and honest two-way communication 30 8We have enough autonomy to perform our jobs effectively 7 22I believe my total compensation is fair, relative to similar roles at other companies 5 19I believe there are good career opportunities for me 15 9Our company values diversity 11 10

Question Rank

Welcome

Today, we’re going to master the essential elements of building a robust, effective, employee survey

Agenda§ Key Principles + Discussion

§ The Benchmark Approach & Workshop Exercises

§ The Strategic Alignment Approach & Workshop Exercises

§ The Cognitive Model of Question Response

§ Project Management Pro-tips

§ Q&A (& throughout) and Final Discussion

§ If we have time – Pulsing, Biases/Scales

More than just job satisfaction or feeling happy at work

Broader than single metric, such as eNPS (Employee Net Promoter Score)

• Recommendation•Motivation• Pride • Present Commitment• Future Commitment

Defining: Engagement

Know the three Key Principles

Key Principle 1: The questions asked in the survey are bi-directional; each question being asked sends a signal.

Key Principle 2: Each question should serve a purpose, but not every question needs to be immediately or directly actionable.

Key Principle 3: The final question set has the right amount and type of questions; nothing more, nothing less.

The Benchmark Approach:

The Strategic Alignment Approach:

The Cognitive Model of Question Response:

1.Understand intent of the question

2.Search memory for information

3.Integrate information into judgment

4.Translate judgment onto response alternatives

Project Management Pro-tips

Additional Survey Design Topics:Biases & Scales

Acquiescence Bias:

“Individuals are more to blame than social conditions for crime and lawlessness in this country”§ Agree (Individuals): 59.6%§ Disagree (Society): 40.4%

“Social conditions are more to blame than individuals for crime and lawlessness in this country”§ Agree (Society): 56.9%§ Disagree (Individuals): 43.2%

Additional Survey Design Topics:Biases & Scales

Social Desirability or “Faking Good” Bias:

§ I have the autonomy I need to perform my job well§ We have the autonomy we need to perform our job well

§ Generally, the right people are rewarded and recognized

Additional Survey Design Topics:Pulsing Strategies

Type I§ Limited number of questions§ Entire population

Type II§ All questions§ Sample population

Type III (Hybrid - Most Popular)§ Limited number of questions§ Sample population

The Pros§ Continuous Feedback Loop§ Managers are empowered§ Engagement becomes part of business

In Order to pull it off§ Executive Sponsorship§ Employee Trust§ Effective Communication§ Size

Additional Survey Design Topics:Pulsing Strategies

Questions?• How did this process work for you?

• Would this process work in your organization?

• What worked? What didn’t work so well?

• Other ideas for what might work in your organization?

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