• Common objections
• Survey types
• Options to consider
• Leveraging partnerships
• Interpreting & presenting results
• Building an action plan
• Questions
• Assess strengths and opportunities throughout the
employment lifecycle
• Provide targeted solutions to maximize retention and
engagement
• Surveys, Training, and Consulting
• Joe McDonald, Interview Leader
• Iulia Milman, Proofing Leader
• Jeff Cilea, Reports Leader
• We tried to survey – it didn’t work.
• The timing isn’t right.
• People won’t participate.
• Surveys are too expensive.
• We already know what’s going on.
Communicate before the survey.
Communicate during the survey.
Communicate after the survey.
• Not sure of overall sentiment
• Low morale
• Big changes in the last year
(merger, acquisition,
downsizing)
• Large population
• Same questions for everyone
• Cut data by position, location,
department, tenure, etc.
• Can be a significant
investment of money and time
• New openings
• Underperforming locations or
departments
• Spike in turnover
• Changes in business unit
leadership
• One location or department
• Targeted questions (including
specific questions about
management)
• Quick to administer
• Very affordable
• Leadership gap
• Need to improve bench
strength
• Underperforming leaders
• High turnover in specific
segment
• Assess leadership competencies
from a variety of perspectives
• Provide helpful feedback to
leaders
• Clarify differences in perception
• Developmental, not punitive
• Need to improve bench
strength
• Turnover concerns
• Poised to grow
• Shrinking labor market
• Proactive approach to retain
top performers
• Focus on strengths and
opportunities
• Get feedback on variety of
criteria/initiatives
What makes
this a great
place to work?
I love our culture,
but I’m worried
about growth.
• High turnover
• Shrinking labor market
• Mixed opinions about why
people leave
• Growing amount of litigation
• Identify the REAL reasons
people are leaving
• Gather feedback on initiatives
• Improve retention
• Identify operational & HR issues
• Become aware of litigation
• High turnover? Exit interviews, pulse
surveys, stay interviews
• Low morale? Engagement surveys, pulse
surveys
• Poor leader performance? 360 surveys,
pulse surveys
Don’t survey just for the sake of surveying!
Tie your surveys to business objectives!
• Never a “perfect time”
• Don’t overburden team during
peak periods
• Not immediately after really
good or bad news –
perception of skewed data
• Let people know survey is
coming in advance
Be cognizant of survey length – and communicate the
anticipated time to complete in advance!
Closed-ended
• Agree/Disagree
• Yes/No
• Multiple choice
• Likert scale
• Net promoter
• Can report as rating scale or
top box/top 2 box
Begin with the end in mind. Consider results format and what
your action plan will look like when designing surveys!
Open-ended
• Keep it action-oriented
• Anonymity/confidentiality
• Limit to 1-2 questions on
large-scale surveys
• Review responses
Ask one question at a time!
Don’t ask something you don’t want to know
or can’t do anything about.
Universal link
• True anonymity
• Self-reported demographics
• Possible duplicate responses
• Relying on leadership to drive
participation
• Harder to finish
• Unnecessary repeated reminders
Email/Text invitations
• Targeted reminders
• One response per person
• Can come back to finish
• Accurate demographics
• Only with third party
Anonymity
• No identifying characteristics
Confidentiality
• Identity kept secret or private
Consider your population!
Be truthful!
Choose which demographic information you collect very carefully!
Consider minimum response #s for reporting.
• Can increase participation
• This impacts anonymity
• Separate incentives from
survey responses themselves
• Can’t just be an HR initiative
• Get C-Suite buy-in and support
• Show a unified mission
• Increase completion rates
• Ensure questions are actionable
from the start
Surveys do best when internal communication
comes from the C-Suite!
• Check on customization
• Be clear on what output looks like
• Incorporate a presentation of results
• Understand timing
• Get a realistic expectation of completion rates
• Don’t make assumptions
• Identify strengths and
opportunities
• Slice and dice by different
demographic categories
• Evaluate both qualitative and
quantitative data
• Identify additional questions to
be explored
Celebrate wins!
Highlight opportunities!
• Involve a non-biased third party
• Be prepared for excuses with
facts
• Identify goals in relation to
results
• Share key outcomes with survey
takers
Share survey results early and often!
Mention them repeatedly to keep them top of mind!
• Focus on 1-2 initiatives at a time, starting with low-hanging
• Involve all stakeholders
• Relate all actions and initiatives back to the survey
• Clearly identify metrics
• Seek additional feedback
• Determine the timing for the next survey
Remember why you did the survey!
Tie action plans back to the original purpose of the survey.
Morreen Rukin Bayles, CEO
610-594-2065
Christin Smith Myers, COO
610-594-2065
Are you experiencing survey pain?
Contact Christin to schedule a no-
obligation survey therapy session!
TEXT “Therapy” to 610-540-7789
Christin Smith Myers, COO
610-594-2065 office