Before You Launch Your Survey

In order to get the most out of your engagement survey and make the process as smooth as possible, there are few things that should be done before launching a survey.

In order to get the most out of a company engagement survey, it's important all of the employee data is up to date. 

The default user attributes that are used in survey analytics are: 

You can easily update your employee's info in bulk via CSV upload from the People page on the Admin Panel.

Note: Selecting to include "All employees" as participants of a survey will include all Active, Invited, and Created state users. This means that you can launch a survey, and any users who are either Invited or Created will be prompted to fill out the survey when they activate their Lattice account. Invited users will receive a launch notification, but Created users will not receive the launch notification.

In addition to the default attributes that Lattice offers, you can also create custom user attributes inside Lattice to capture information that Lattice does not already store. For example, if you know that you'll want to analyze your survey data by office or level, you can create some custom user attributes for that information. 

Oftentimes, looking at how the analytics module works will help with the inspiration of what custom attributes could be added to Lattice. 

One of the most important parts of the engagement survey process is deciding which questions you're going to ask. 

We recommend that you start this process and loop in stakeholders early. Lattice Surveys offers a question bank developed in partnership with the University of California, Berkeley Social Sciences Department. These questions would work well in any organization looking to run a general engagement survey. 

If you wish, you can also add your own custom questions to the survey. Keep in mind that the questions that you write should fit the Likert scale response format (or be open-ended). For rating questions, it's also important to write the questions so that responding with "strongly agree" is a positive response to match our analytics format. 

Make sure that you have a communications plan for why you are running the survey and the plan of action for the survey results. There are many ways to communicate this, but the method that everyone will see is in your launch email. 

Draft an email communication that addresses: