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Phase III – Data Collection, Analysis, Transparency, and Action

Well designed survey questions and scales will help you quickly and effectively determine which categories or functions of the workplace fall short in meeting the expectations of the workforce.  You will need to establish a baseline either by using the first survey conducted at a point in time, or by setting a goal of X% satisfaction.  For example, you could determine that any category that falls below 75% agreement requires attention, or you could take the bottom three categories and prioritize them as requiring action.  When performing subsequent year surveys, you could prioritize by any category that has decreased by more than X% year over year.  Regardless of the approach, you will need to think about your measurements and key indicators in a consistent and fair manner.

It is often effective to carve out any categories you already have initiatives in place for and highlight in your communication how this is already being addressed, and what success or failure has been experienced based on the results of the survey.

Transparency is key, and quite simply your employees will know when you are misrepresenting things to them because of their internal communication with one another.  Therefore, it is important to present actual summarized results from the survey and identify where there is room for improvement.  This will enable leadership to develop specific action plans to address areas of concern.  No organization must address every issue or concern, and sometimes the issues are enterprise wide such as communication, which improvement in this one area will have wide spread positive impact in other areas.  I will share that failing to take any action that is observable or communicated to the workforce will cause the effort of engagement to fail.

I recommend developing and communicating a clear strategy and timeline on how the business is going to address whatever categories were identified as needing significant improvement or change intervention.  It is also important to communicate what you are not going to work on and why, so there is no confusion, guessing, or assumptions made.  This is critical, as you need to demonstrate effective prioritization of the challenges to support the ongoing success of the business.  This means aligning the initiatives to improve the overall capabilities of the business in the delivery of their products or services to generate revenue.

When all these Strategic Phases are done effectively, engagement and trust improve and real solutions that impact the success of the business are identified and implemented.