Writing Employee or Customer Surveys

Survey samplingImage via Wikipedia

What are you trying to achieve?  And more importantly why would someone want to complete "your" survey?

Without sounding flaky, I do find that things happen in threes. Whether it is self fulfilling prophesy, synchronicity or serendipity, it isn't too far from the truth. What has been reappearing for me this past month centres around questions that I have received on creating surveys. I have had clients and colleagues approach me on the issue of creating a "follow-up" survey.  In some ways this is a continuation of an earlier post, "How Employee Opinion Surveys Relate to Employee Engagement" with some specific suggestions.

So it is fortuitous that this excellent blog post that came across my desktop. It covers the issues in a way far better than I could: "How To Write Great Surveys with Actionable Data Results"  You will find some other excellent links on the site as well.

Ben Yoskovitz's seven points as a "lay person" are bang on and aren't the typical recommendations you might receive. Please check it out. While I take a small exception with his views that length is a key factor in completion rates, he is right on one thing.  

it’s not the length that matters as much as the quality and effectiveness of the content.

I think that Ben is implying that if a questionnaire is well designed that others will complete it.  This may help the process but I would add  . . . What is in it for them?  So I will add a forth point to the list. Keep answering this question: Why would I want to complete this survey? With opinion surveys, employees are expecting / hoping to see positive changes.  I was recently involved in a survey where less than one third of the typical response rate was achieved. These particular employees did not believe that anything would come about from the survey.

A chocolate-chip cookie.Image via Wikipedia

Customer surveys are a bigger challenge.  You want a good response rate, meaningful data and a broad sample base.  Is there something that you can offer to your customers to make it interesting for them to complete? Please keep in mind that what you offer may influence the results.   Some ideas to consider if they fit for you:

  • coupon
  • discount
  • summary report
  • white paper
  • "gift" or bonus
  • donation to a cause

I know of a case where a week after the survey, the company sent out
a coupon to everyone regardless of whether they completed the survey or
not.  Now that's class and you guessed it; they already had a great
loyalty and investment from their clients..

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How Employee Opinion Surveys Relate to Employee Engagement

My first response to how employee opinion surveys relate to employee engagement is – not well.  If you knew me a little, you might find it funny that I  should say that.  The truth is that attitude surveys and satisfaction are often negatively correlated. Why?  Because the organization is in poor heath in the first place.

This is going to date me.  I designed and delivered my first employee
climate survey in the early 80's.  I was employed as an internal
organizational effectiveness consultant in a multinational High Tech
firm.  I like to think that we did a pretty good job of it.  Not the
survey itself . . . it was pretty routine and mundane.  We considered
it part of a planned intervention for organizational development. The
approach we took was as a jumping off point with employee groups to
work with them to identify areas that they would like to see changed or
improved.  We also asked if they would like to participate in working
groups to make recommendations.  It worked well enough that follow-up
survey results consistently improved and I was invited to present a
paper at the company HR symposium a few years later.

A good overview from Jack Welch on what needs to in place before doing
an employee survey can be found at the Fist Full of Talent Blog: Employee Surveys – Good Tool or Corporate Noise? Depends on the Questions and Follow Up… 

Last month, I had the pleasure (and it was a pleasure) of working
with a government division where management was (is) serious about
addressing the issues raised in the climate survey that had been done
throughout the government.  Using some of the same principles from my
"youth" I put together a process that I hoped would address their needs
and fears.  It all started with a bunch of numbers and charts that they
had in front of them.  Most people feel a little intimidated with the
math.  On top of it – numbers may not lie but statisticians?  That's
another story.

I was once again reminded of all the challenges of attitude surveys:

  • The
    questions and language
  • The
    point in ti and the timing
  • The economic, social, and political environment
  • The purpose
  • The
    topic
  • The message in the communication strategy
  • The
    observer’s state of
    being
  • The analyst's own bias
  • The
    context

Just like with any assessment, I have to constantly remind the reader that it is JUST
data – and it is "meaningless" on the surface.  It is just information
until context is applied.  That is why responding to surveys takes a
lot of time.  Before even trying to "do something" it is necessary to
determine the priority areas.  That usually means what is important to
your employees – not just management.  One of the ways that this is
best accomplished is by the appropriate use of Focus Groups.

Unfortunately, like my client in the government, employee surveys are
connected routinely every set number of years.  Worse, the results take
six months to get posted publicly for all to see. There is no strategic or generic corporate plan on how to address the results.

Marcia Xenitelis makes a great point in her blog post earlier this month "Employee engagement in tough times":

So what about employee engagement surveys? I say save your organization the tens of thousands of dollars they cost and invest your time in a well thought out change management strategy…

In her article, she goes on to outline five steps of a good change management strategy.  She starts with recommending that you begin with real business data.  She makes some other good points but they are beyond what I am writing about here.

Rigorous and transparent follow-up is the key.  This takes courage, commitment and time.  It means listening without getting defensive.  It means, as a manager, sticking your neck out and letting staff take
pot shots at you – EVEN though they may want to help make things better. To be transparent means that the organization and all the members have to be vulnerable.  However, if you are willing to embark on this endevour the rewards for everyone are great.

How is my client doing?  Well more time is needed.  Each manager shared the results with their staff and outlined what the four working groups had initially laid out as a plan of action.  They asked for employees to participate on the working groups and most importantly they established specific targets to achieve and a way to measure improvement at a set date.  I am optimistic.

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