Your company’s financials have never looked better, but there’s word of multiple employees submitting their notice. What’s going on? The last all-employee survey (from, er, 2020) didn’t hint at any issues or point to employees planning to leave. And yet, morale has dipped. If only there was a way to ask employees how they’re feeling about their work…
Enter the employee engagement survey – a comprehensive tool for assessing point-in-time employee sentiment, collecting data, and implementing actionable insights.
Of course, it doesn’t take a dip in morale or a change in leadership to want a pulse on your organization. More and more organizations check in with their employees at regular intervals to ask questions about what they’re thinking – upping the once-annual frequency to bi-annual, quarterly, or even monthly employee engagement surveys.
Haven’t designed an employee engagement survey before? Here’s what you need to know to create one for your company.
What is employee engagement?
Put simply, engagement is how someone thinks, feels, and acts to help their organization achieve its goals. An employee engagement survey, then, measures the engagement of your people so that you can analyze the data and take action to improve employee engagement levels.
Employee engagement: the stats bit
According to Gallup’s State of the Global Workplace just 20% of the global workforce felt engaged in 2020. That’s down from 22% in 2019 (blame the COVID-19 pandemic) but a considerable improvement on 12% in 2009.
But improvement or not, these stats mean that a whopping 80% of the world’s employees are not engaged at work. And because employee disengagement impacts business performance, retention, and workplace culture, it’s essential that organizations address the issue if they are to remain productive and competitive.
Companies with a highly engaged workforce are: 21% more productive, 22% more profitable and score 10% higher customer ratings, with fewer negative business outcomes such as absenteeism, accidents, and quality defects:
Why are employee engagement surveys essential?
There are four main reasons why you need to conduct employee engagement surveys for your organization:
- To measure how engaged your employees are: how happy, interested, and enthusiastic they are, and which factors make them feel this way (or not).
- To give employees a voice: so that they can comment on issues, company culture, give suggestions, make observations, and feel heard.
- To increase engagement: You may have high employee satisfaction scores, but you can always make improvements. Employee feedback tells you where those experience gaps, however small, are.
- To encourage business growth: Feedback from employee engagement surveys can pinpoint areas of the business where you can make improvements.
Conducting employee engagement surveys step by step
1. Start with survey design
Designing an effective employee engagement survey requires careful thought to return the best possible results and data. To start, keep your survey structure simple and intuitive. Employees will need to understand how to answer the questions and your managers will need to understand how to read the report. Your goal is for as many employees as possible to understand and act on the results of your engagement survey.
Here’s what else you’ll need to think about before you get started:
- Decide whose input you need to include and whose input you don’t need (manage expectations by explaining why you are not consulting them).
- Set clear deadlines and turnaround times right from the start
- Ask participants to let you know upfront if they cannot meet the timeframe, so you can assign someone else
- Establish one person for the final sign-off, and make it clear to everyone in the sign-off process that when they say it’s final, it’s final
- Distinguish ‘nice to have’ questions from ‘must have’ questions
- Avoid designing your employee engagement survey by the committee
2. Devise questions to ask your employees
Your employee engagement survey should not only help you solve a problem at your organization, but also point to what you’re doing right in the eyes of engaged employees. To accomplish this, you need to be sure that your questions are going to deliver useful insights into their employee experience.
If you’re starting to worry about formulating the right employee engagement survey questions, don’t. Designing your own employee engagement survey means that you don’t have to ask a question in a certain way to fit into a particular model – every question can be designed to be 100% relevant to your organization, which can help make your survey shorter and easier to digest.
Your questions should cover three key areas:
These questions go at the front of your survey, and measure: intent to stay, work involvement, discretionary effort, pride in the company, and willingness to recommend the organization.
These ask about the conditions that might cause (or detract from) employee engagement with questions about autonomy and empowerment, career progression, collaboration, communication, leadership, recognition, resources, strategy, management support, and training and development.
Depending on what’s happening in your company or market at the time, you might also want to ask about additional topics. In our employee engagement survey template you’ll find some additional ones you can include. Try to avoid throwing them all in, and only ask them if they’re relevant to prevent your engagement survey from becoming too unwieldy.
3. Identify the themes you want to measure
Your next step is to identify the themes you want to measure, and then create employee engagement survey questions that support those themes. As a rule of thumb, aim to ask 30-50 employee experience-related questions. Remember to include a way to record demographics, too.
|Autonomy / Empowerment||Are people empowered in their roles and able to innovate on the job?|
|Career Progression||Are there opportunities for people to grow and develop in the company?|
|Collaboration||Are they able to easily work with other teams or colleagues without barriers or conflict?|
|Communication||Are they getting enough info from the company about what’s happening and do they feel they’re being listened to?|
|Company Leadership||Do employees believe in and trust their senior leaders?|
|Recognition||Do people feel that they’re recognized and appreciated?|
|Resources||Are they enabled to do their job through the equipment they’re given?|
|Strategy Alignment||Do they buy into where the company is going and how they’re a part of it?|
|Supportive Management||Are managers supporting their teams to be successful?|
|Training and Development||Do they feel they have the training they need to do their job?|
|Customer Focus||Are they in a customer centric organization and are they empowered to do what's needed?|
|Diversity & Inclusion||Do they feel the organization is inclusive and fair to all employees?|
|Pay & Benefits||Do people feel they're fairly rewarded for what they put in?|
|Quality of Product or Services||Do people believe in what they (and/or the organization) provide to their customers?|
|Safety||Do people feel their safety is critical to the organization?|
|Social Responsibility||Do they feel the company is a good corporate citizen with a worthwhile cause?|
|Work-life Balance||Do they feel the company allows them to achieve the balance they need between work and personal life?|
Tip: In line with the industry standard, we recommend that employee engagement surveys use a 5-point Likert scale for all items:
- Agreement Scale: Strongly Agree to Strongly Disagree
- Rating Scale: Very Good to Very Poor
Examples of great employee engagement survey questions
These effective sample employee engagement survey questions will help you to distinguish the current employee satisfaction level. You’ll notice the questions cover several of the key engagement themes mentioned above.
Q1 How satisfied or dissatisfied are you with your ability to do interesting work in your role?
Q2 How satisfied or dissatisfied are you with your ability to apply your skills in this role?
Q3 How satisfied or dissatisfied are you with your current workload?
Q4 How satisfied or dissatisfied are you with your opportunities for career progression?
Q5 How satisfied or dissatisfied are you with the physical environment at your workplace?
Q6 How satisfied or dissatisfied are you with your relationship with your manager?
Q7 Overall, how satisfied or dissatisfied are you with your current employer?
Examples of poor employee engagement survey questions
The point of employee engagement survey questions is to achieve accurate responses and a high employee feedback response rate. By including questions that are obscure, too difficult to answer, too demanding, or too personal, you risk your survey being abandoned or discredited. Some terrible questions about employee experience we have seen include:
Q1 Does traveling for work affect your relationship with your partner (if you have one)? Far too personal and intrusive!
Q2 Does your manager appear to favor some employees over others? Who? Employees will be too afraid to answer this and unwilling to snitch on colleagues
Q3 What has been your experience of working with the company over the last year? Where to begin with this? Do you want an essay? Far too long and demanding.
Q4 On a scale of 1 to 10 how fairly do you think your manager treats the team? (1 being extremely unfairly, 10 being very fairly) Fairness is a subjective concept, particularly when you are being asked to answer for other people as well here, and impossible to pin on a scale of 1 to 10. There’s no definite answer, therefore a pointless question.
Q5 What KPIs do you think we achieved B2B in the YTD? Just what does this mean? (Translation: what key performance indicators do you think we achieved business to business in the year to date?) Avoid jargon and acronyms in your surveys, although even without the acronyms this is a pretty poor question.
Your employee engagement survey checklist
Every organization will have its own needs when it comes to assessing employee engagement. To expedite the process, we’ve created a survey template and outlined the steps to take to get your employee engagement survey up and running.
|Get started||Try our free employee engagement survey template.|
|Determine who will review and approve content||While several people and teams should review content, avoid having more than one leader approve content. This will help you eliminate lengthy sign-off processes once you have a final question set.|
|Set clear deadlines and turnaround times||For everyone involved.|
|Involve key leaders when prioritizing issues||Solicit opinions and ideas from stakeholders to better understand organizational needs. What do the heads of your business really need from their people in order to be successful?|
|Review and customize the engagement categories||Remove any you don’t think are relevant to your organization, and add any new ones you would like to include.|
|Review the questions||Within each of the categories you have left.|
|Distinguish ‘nice to have’ questions from ‘must have’ questions||And adjust the questions to fit your needs. Maintain at least three questions in each category.|
|Include necessary definitions on your survey||For example, many companies include a definition of “Your Manager”, “Your Team”, “Senior Leadership” and “This Organization” to ensure people use the same frame of reference when responding. These can be shown at the beginning of a survey or, depending on your survey vendor, as individuals hover over questions.|
|Send your questionnaire for review and approval||Typically you should expect around two to three rounds of iteration which can take at least two weeks.|
Get started with our free employee engagement survey template.
4. Running your survey
To ensure you collect the greatest amount of responses, properly survey employees by inviting everyone in your company to respond, and keep a close eye on response rates. You might need to keep the survey open for two to three weeks to give people the best opportunity to give their feedback.
5. Measuring employee engagement
So, what factors impact engagement? We measure employee engagement as a composite score of five factors:
- Intent to stay – the likelihood that employees feel they will stay with the company in the next two years
- Work involvement – the psychological and emotional contribution people apply to their work
- Discretionary effort – the level of effort above the minimum required that people are willing to put into their work
- Pride in the company – the extent to which people feel proud to work there
- Willingness to recommend the organization – how likely people are to recommend their organization to friends and family
Each of these items provides a score which, when combined, gives an overall metric of employee engagement.
6. Telling the story with the data
Nobody feels excited and motivated by a mass of numbers and statistics on a screen. But combine your data with a strong, captivating visual story, and you can engage your audience, sparking enthusiasm and action. When you attach a story to your data, you can make an emotional impact on whoever sees it:
When you make visual storytelling that delivers a real emotional punch to the outcome of your data, there are three things that you need to do to set it up:
- Start with the right questions: What does the data tell us? Who needs to see this data? How can we communicate that to the right audience? How can we use that to make a difference?
- Know your audience: How much do they know? How sophisticated are they? How familiar are they with the subject? All of this will help guide you in beginning to design your visual story.
- Simplify, simplify, simplify: people want information delivered as quickly and simply as possible. Don’t try to do too much all at once. Edit your data and your information down to just give the crucial information needed to make your point. Then create your next visual to make your next point. Think of it as putting your story together one chapter at a time, instead of trying to do it all once.
Better storytelling will help your data insights make greater impact. Download our ebook, and we’ll share best practices that will help you merge data and story in the most effective ways.
Why use us for your employee engagement surveys?
We’re a world-class employee engagement platform, used by 99 of the top 100 business schools, and more than 13,000 brands. Chances are these brands are your competition, and you’re at a disadvantage if you’re not harvesting the data analytic power of the QualtricsXM Platform too.
You’ll be able to empower every manager in your business to survey, improve and measure employee engagement with real-time insights. These insights show exactly where leaders can direct their efforts to increase employee performance. Our employee engagement solutions enable you to:
- Improve employee satisfaction and engagement across your whole business
- Act rapidly on real-time data to address problems
- See how your actions impact employee workplace productivity and
- Supply managers with comprehensive data and action planning
- Reduce unwanted and costly attrition and improve employee retention
- Compare your own employee engagement results with global, industry, and
Fortune 500 benchmarks
This article was written by the EmployeeXM team
Our EX Scientists are a global team of Employee Experience consultants who deliver advisory services for our clients to help them design and deliver world class EX strategies & programs. They provide empirically driven, best practice solutions.