Seven Steps To Creating A Successful Employee Engagement Survey

Seven Steps To Creating A Successful Employee Engagement Survey

Engaged employees can directly affect an organisation’s productivity, efficiency, and bottom line, and Qualtrics APAC MD Bill McMurray says an effective way of measuring employee engagement is through an employee engagement survey.

Surveys provide the opportunity to collect valuable employee feedback and enable organisations make changes on their behalf if needed. If this is done right, it is possible to optimise engagement and improve organisational performance.

To get the most out of an employee survey, it’s important the questions measure the following: pride in the company, intention to stay with the company, motivation of employees to go above and beyond, and the likelihood of recommending the company to friends or family – this is known as an Employee Net Promoter Score.

Here are my seven key steps to developing an employee engagement survey that will deliver value:

1. Involve key leaders when prioritising issues
As well as understanding what the company needs from the bottom up, it is important to know what it needs from the top down. This means engaging with key business leaders when prioritising issues.

2. Develop an organisation specific list of engagement drivers
Traditional engagement category drivers include; autonomy/empowerment, career progression, collaboration, communication, company leadership, pay and benefits, quality of product/services, recognition, resources, strategy alignment, supportive management, and training/development.

Organisations need to ensure that all of the engagement categories are relevant. Don’t be afraid to remove categories that don’t seem relevant, and create new categories that are relevant to your organisation.

3. Define the questions
Once the customised engagement categories have been finalised, create 3-6 questions per category.
Key considerations when creating questions include:

  • Ask a robust engagement measure
  • The questions should attempt to measure different aspects of a theme (e.g., the company, the manager, the team, the individual), so that you get a new piece of information from each.
  • Wherever possible, define and consistently use the same scale. For example, the majority of the time, you should be able to word a question to be answered on a “strongly agree – strongly disagree” scale or a “very good – very poor” scale.

4. Include necessary definitions
Not everybody understands certain titles and terms in the same way. Make sure everyone is on the same page by including definitions at the beginning of the survey, or attached to individual questions, depending on the layout of the survey.

5. Know how to reach your employees
In today’s day and age, you need to ensure you deliver your engagement survey in a relevant manner to encourage employee participation. You should ensure your surveys are mobile device responsive so employees can easily complete them on their mobile devices.

6. Determine how the data needs to be broken down for analysis
You should be integrating your organisation hierarchy and demographic data into your employee engagement feedback platform so you can breakdown the data and deliver it in managerial or departmental dashboards.

7. Action the employee feedback
Before you start your engagement survey, you must understand the strategy and how you will action the data. The most important part of collecting employee feedback is to take action on the feedback in an appropriate timeframe to show employees that you have listened and value their feedback.

Once the employee engagement survey has been executed, you then need to consider combining your annual employee engagement survey with ‘pulse surveys’. Pulse surveys allow organisations to dive deeper into a particular department or issue to identify if improvements are taking place.


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