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Best Practices: Using Lattice's Engagement Survey

Lattice's Engagement allows admins to collect and act on employee feedback to create change in your organization. This article contains th...

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Written by Adam Kroboth

Lattice's Engagement allows admins to collect and act on employee feedback to create change in your organization.

This article contains the following topics:

Before the Engagement Survey

Proper planning is critical to the success of your survey. Defining clear objectives at the beginning of your planning process will lead to specific outcomes of your survey. For example, you may have an objective of understanding how employees feel about the feedback they receive. Setting this objective at the beginning of the survey ensures you consider it when authoring the questions and defining ownership of results and action plans.

Once you have determined your objective, ask yourself a few questions that will help determine how to configure the engagement survey before you launch:

  • When will you launch your survey?

  • How long will the survey run?

  • Is the Lattice employee data up to date before launch?

  • What questions will you ask?

  • How do you want to communicate why you are running the survey and a plan of action for results?

During the Engagement Survey launch

During the official kickoff of the survey, communication should be sent stressing the importance of the survey and encouraging participation. Unclear communication can confuse the timeline, expectations, or escalation paths for survey takers.

During the launch phase, you can expect to start fielding questions from survey takers and administering survey progress. Lattice allows you to remind survey participants to complete their survey throughout the launch.

After the Engagement Survey

Analyze Results

Results will start to come in after launch. It is important to look for trends in the data to begin turning scores and comments into actionable insights for the organization.

Survey analysis typically happens in three separate parts:

  • Company-level

  • Department-level

  • Team-level

Once results have been analyzed, admins should aggregate findings into presentable formats and meet with departments to share results.

Learn more in Survey Analytics.

Action-planning

The action planning steps finalize action plans for the company, departments, and teams and define the methods of measuring the success of these actions.

Some elements of an effective action plan include:

  • An action that directly or indirectly addresses the issue

  • A measurable action

  • An action with a defined timeline

Learn more about action plans:

Share results

Once you have analyzed your survey, it is important to share the results with the company, including any created action plans.

Surveys results can be shared with full results or based on a filter.

Learn more about sharing survey results in:

Follow up with Pulse surveys

As soon as the action planning phase is complete, it's time to start thinking about future surveys. Pulse surveys allow organizations to measure the success and impact of action plans by giving additional opportunities for feedback to be captured. Pulse surveys allow for continuous improvement on the themes you are actioning on from the Engagement survey.

Learn more in Pulse vs. Engagement.

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