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.

First, set up your employee data

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 fields that are used in survey analytics are: 

  • Manager
  • Department
  • Start date (used to calculate tenure)
  • Birthdate (used to calculate age)
  • Gender (male, female, or non-binary)

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

In addition to the default fields that Lattice offers, you can also create custom user fields 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 fields for that information. 

Often times, looking at how the analytics module works will help with inspiration of what custom fields could be added to Lattice. To get a better sense of what survey analytics looks like, check out our sandbox account

Then, design your survey

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. 

Communications

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:

  • Why you're running the engagement survey
  • When responses need to be in by
  • How the data is being analyzed
  • When the results will be shared
  • What action will be taken from the results

You can find an an example of what a launch email looks like here.

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