TIPSANDBESTPRACTICES

Employee

engagement

template

survey

?2020QualtricsLLC

2

Tableof

Contents

3

Introduction

5

Surveyguidelines

8

Traditionalemployeeengagementsurvey

15

AboutQualtrics

Introduction

4

ATRADITIONALENGAGEMENTSURVEYTEMPLATE

Introduction

We’vepulledtogetheraquestionsetthatwethinkcoversthebasicsofatypicaltraditionalengagementsurvey.Youcanusethisquestionsetas-is,orforaddingorremovingquestionsfromyourexistingsurvey.

CommonSurveyDefinitions

+Thiscompanyreferstotheoverallglobalorganization.

+Mymanagerreferstothepersonyoureportto;mostlikelythepersonwhoconductsyourperformancereviews.

+Myteamreferstothegroupofpeopleyouworkwithdirectly,and

shareamanagerwith.

+Seniorleadershipreferstotheexecutiveteamintheorganization

(i.e.,ourCEOandhis5directreports).

SECTION1

Surveyguidelines

6

THEFOLLOWINGAREGUIDELINESFORATRADITIONALAPPROACH

+Askarobustengagementmeasure(asexplainedabove)

+Clusteryourothertopicareasintothemes(e.g.,performancemanagement,

orseniorleadership)

Survey

guidelines

?Foreachthemeyouwillwanttoincludeatleast3questionstogiveyouabroadspreadofresponsesinthattheme.

?Thequestionsshouldattempttomeasuredifferentaspectsofthattheme(e.g.,thecompany,themanager,theteam,theindividual),sothatyougetanewpieceofinformationfromeach.

+Whereverpossible,organizeyourresponsestobeonafive-pointscale.Themajority

ofthetime,youshouldbeabletowordaquestiontobeansweredona“Strongly

Agree-StronglyDisagree”scale,ora“VeryGood-VeryPoor”scale.Thiswillallowyoutodirectlycomparedifferentquestionscores—anessentialrequirementonanyemployeesurvey.ThequestionsinthissetshouldmostlybeansweredonanAgree-Disagree

five-pointscale

7

You’llseethesurveytemplateis42questions,whichshouldtakemostemployeesaround10-15minutestocomplete.Thereisno‘ideallength’foranemployeesurvey—itisdependentontheindividualneedsofyourorganization.Thekeyistofindabalancebetweenaskingenoughquestionstoberobust,andnotaskingsomanyquestionsthatyoursurveybecomestoolong,withdatatoocomplicatedtodigestinreports.Asageneralrule,we’dadviselimitingyoursurveyto65-70questions.Agoodwaytopotentially“cull”

questionsinthesurveyistotakeacriticaleyetoitandaskthefollowing:+Arewereallypreparedtoactonthisquestion?

+Isthisquestionrepeatingwhatisaskedinanotherquestiononthesurvey?

+Doesthisquestionactuallytellussomethinguseful,asopposedtojust

somethinginteresting?

+Isthisquestionrelevanttoallpartsofthebusiness?

SECTION2

Traditionalemployee

engagementsurvey

9

Traditional

employee

engagement

survey

EMPLOYEESURVEYSCALES

AgreementScale

+StronglyAgree

+Agree

+NeitherAgreenorDisagree

+Disagree

+StronglyDisagree

Ratingscale

+VeryGood

+Good

+Average

+Poor

+VeryPoor

10

SURVEYQUESTIONS

Engagementquestions

+IfeelproudtotellpeoplewhereIwork

+Thiscompanymotivatesmetogoaboveandbeyondinmyrole

+Iwouldrecommendthiscompanytofamilyorfriendsasagreatplacetowork+Iseemyselfworkingatthiscompanyintwoyearstime

Autonomy/Empowerment

+Decisionsaremadeattheappropriatelevelinthiscompany

+Mymanagerlistenstooractsonmyideas

+Iamencouragedtocomeupwithnewwaysofdoingthingsinmyrole+Iamgiventheopportunitytobeinvolvedindecisionsthataffectme

11

Careerprogression

+Therearegoodopportunitiesforcareerprogressionatthiscompany

+Mymanagergivesmetheopportunitytotrynewthingsinmyrolewhichalign

withmycareergoals

+Ihaveanunderstandingofmycareerpathatthiscompany

+Ifindmyday-to-dayworkchallengingandinteresting

Collaboration

+Diversetypesofpeople(i.e.peoplewithdifferentbackgrounds,ages,oropinions)areabletoworkwelltogetheratthiscompany

+Itiseasytocollaboratewithotherfunctionsorteamswithinthiscompany+Theworkloadisevenlydistributedacrossmyteam

Communication

+Thereisopenandhonesttwo-waycommunicationinthiscompany

+Ireceiveregularcommunicationfrommymanageraboutwhatis

happeningatthiscompany

+IfeelIamabletocommunicatefreelyuptheline,evenwhenIam

communicatingbadnews

12

Companyleadership

+Ihaveconfidenceinthiscompany’sseniorleadershipteam

+Ihearenoughcommunicationfromtheseniorleadershipteamaboutwhatishappeningatthecompany

+Theseniorleadershipteamhascommunicatedavisionforthefuturethatmotivatesme

Payandbenefits

+IampaidfairlyfortheworkIdo

+Ifeelmypayisfaircomparedtopeopleinsimilarrolesinotherorganizations+Mypayislinkedtomyperformance

Qualityofproduct/service

+Howwouldyouratethequalityoftheproductorservicethiscompanyprovides

toitscustomers?(askedonaVeryGood-VeryPoorscale)

+Whenthereisaproblemwithaproduct/serviceonmyteam,weworkhard

untilitisresolved

+Peoplearerecognizedwhentheygoaboveandbeyondforcustomersonmyteam

13

Recognition

+Atthisorganization,werecognizeandpromotepeoplebasedonperformance+Myteamtakestimetocelebrateoursuccesses

+IreceivepositivefeedbackfrommymanagerwhenIdoagoodjob

Resources

+Thiscompanyisgoodatdirectingresources(human,financialorother)totherightplaceswhennecessary

+Thereareenoughpeopletodotheworkonmyteam

+Ihavethetools/equipment/technologyIneedtodomyjob

Strategyalignment

+Ihaveagoodunderstandingofthiscompany’sstrategyandgoals+Iagreewiththestrategyandgoalsofthiscompany

+Iunderstandhowmyrolecontributestothecompany’sstrategyandgoals

14

Supportivemanagement

+Mymanager’sactionsareconsistentwiththeirwords—theypracticewhattheypreach+Poorperformanceonmyteamisaddressed

+Mymanagerhelpsmeunderstandmystrengthsandareasfordevelopment

Traininganddevelopment

+Wearegoodattrainingupnewstartersinthiscompany

+Weareabletotakeadvantageoffurtherdevelopmentopportunitiesonmyteam

(learningnewskillsortraining)

+IhavethetrainingIneedtobesuccessfulinmyrole

SECTION3

AboutQualtrics

16

AboutQualtrics

Qualtricsisarapidlygrowingsoftware-as-a-servicecompanyandtheprovideroftheworld’sleadinginsightplatform.

Morethan8,500enterprisesworldwide,includinghalfoftheFortune100and99ofthetop100businessschools,relyonQualtricstechnology.Oursolutionsmakeitfastandeasytocapturecustomer,employee,andmarketinsightsinoneplace.Theseinsightshelpourclientsmakeinformed,data-drivenbusinessdecisions.Globalenterprises,academicinstitutions,andgovernmentagenciesuseQualtricstocollect,analyze,andactonvoiceofthecustomer,customersatisfaction,employeeengagement,360-degreereviews,brand,market,productconcept,andemployeefeedback.

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