Phase 1: Prepare for the Employee Survey
1-3 weeks
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- Create implementation plan to determine roles and schedules during and after the employee survey
- HR and top management agree on schedule for initial survey and details of employee communication
- Create employee demographic spreadsheet, confirm it has been loaded into system (or define demographic questions)
- Send initial communication to employees on the engagement survey process and benefits
Note: Some or all of the steps for this phase have probably already been completed by now.
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Phase 2: Conduct the Employee Survey
2-3 weeks
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- HR initiates survey, monitors participation, answers questions from employees
- HR sends reminder emails as needed
- If the response rate is low, it may be necessary to extend the survey end date
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Phase 3: Review Survey Results and Debrief
1 month
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- HR (and/or consultant) and the senior leader evaluate data and plan interventions with top managers; equal focus is placed on "centers of excellence" and "centers of opportunity"
- Senior leader and HR agree on implementation priorities, roles, and schedule
- HR (and/or consultant) debriefs top managers to explore engagement survey results within their areas
- HR (and/or consultant) works with top managers to cascade debriefings to middle managers and employee groups
- If some employees are not debriefed in targeted groups, they are provided with high-level results and management's plan to address any problems
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Phase 4: Act
Ongoing
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- Action plan is defined, communicated, and implemented
- Ensure all employees understand the action plan, how it benefits them, and the senior leaders' commitment to the plan
- HR (and/or consultant) coaches leaders and their teams to enhance alignment, trust, straight-talk and healthy conflict; key leaders learn the fundamentals of engaging leadership
- Keep communicating as the plan is put into action and milestones are reached
- After enough time has elapsed, repeat the engagement survey to measure progress and understand how engagement and engagement-related issues have shifted since the initial survey
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