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Turning Insight Into Action
Secrets for Conducting Effective Employee Surveys
and Implementing Successful Changes
A Presentation for CalCPA
May 29, 2013
By Pi Wen Looi, PhD.
Novacrea Research Consulting
2
Focus Today
  Employee Survey Process
  Best Practice for Increasing Response Rate
  The Art of Asking Questions
  Data Analysis and Insights
  Survey Results Feedback
  Follow Up Action Planning and Implementation
3
Employee Survey Cycle
Planning and
Marketing
Design
Data Collection
Data Analysis
& Insights
Survey Results
Feedback
Action Planning
& Follow Up
4
Planning and Marketing
• Get senior management buy-in
• Drive high employee survey
response rate
• Drive survey questionnaire design
• Assign a key contact for the project
• Build trust
5
Home
6
The Art of Asking Questions
The Art of Asking Questions
Do you receive clear and timely
communication regarding company matters?
❍ Yes, regularly
❍ Inconsistently
❍ Must ask
❍ Not at all
BEFORE
7
The Art of Asking Questions
To what extent do you
agree or disagree with the
following statements?
Agree
Strongly
Agree
Somewhat
Neither
Agree Nor
Disagree
Disagree
Somewhat
Disagree
Strongly
Communications about
Company ABC’s business
goals, strategies, and
business performance are
clear.
❍ ❍ ❍ ❍ ❍
Communications about
Company ABC’s business
goals, strategies, and
business performance are
timely.
❍ ❍ ❍ ❍ ❍
AFTER
8
The Art of Asking Questions
On a scale of 1-5, 1 being the least likely and 5
being the most likely, please answer the following
question:
BEFORE
9
My company offers the professional
development training programs that I need
(i.e., time management, business writing, and
presentation skills).
The Art of Asking Questions
How likely are you to
attend professional
development training
programs on:
Extremely
Likely
Very
Likely
Somewhat
Likely
Not Very
Likely
Not at
all Likely
Time management ❍ ❍ ❍ ❍ ❍
Business writing ❍ ❍ ❍ ❍ ❍
Presentation skills ❍ ❍ ❍ ❍ ❍
AFTER
10
The Art of Asking Questions
  Clear, Unbiased, Non-leading Questions
  Include Enabler Questions
  Rating Scales Consistent With Questions
  Best Practice
  Pilot Test Questions Before Survey Launch
11
12
Data Analysis And Insight
42%
58%
66%
76%
81%
83%
0% 20% 40% 60% 80% 100%
You know how to access career development
resources provided by Company ABC.
Your manager encourages career
development for all employees.
You have access to appropriate mentors who
can help you with your role.
You are able to fully use your skills and
experiences in your current position.
You are building skills and knowledge that will
help you in your future career.
You are provided the opportunity to learn
new skills on the job.
13
Data Analysis and Insight
Percent of Employees who “Agree Strongly” or “Agree Somewhat”
14
Data Analysis and Insight
Percentages shown are percent of members who “Agree Strongly” or “Agree Somewhat”
The red zones are areas in which the result is at least five percentage points lower than company total.
The green zones are areas in which the result is at least five percentage points higher than company total.
HotZoneTM Chart
Data Analysis and Insight
Company Engagement
Score: 65%
Engagement
Score
High
Potential
Turnover
Internal
Transfer
Employee
Turnover
General Accounting 70% 2% 3% 5%
Taxation 62% 10% 0% 15%
Auditing 58% 10% 30% 50%
Marketing 45% 5% 10% 2%
15
Link Employee Engagement Results with Performance Metrics
Data Analysis and Insight
  Data Analysis
  Missing Data Patterns
  Overall and Subgroup Analysis
  Benchmarking
  Linking With Performance Metrics
  Less is More
  No analysis paralysis
16
Survey Results Feedback
  When to Share?
  Managers
  Employees
  How Much to Share?
  In What Format?
  Presentation
  Report
  Internal Social Media
17
Follow-Up Action Planning and
Implementation
  Action Planning
  Prioritization
  Resource Allocation
  Accountability
  Communication – a process, not an event
  Pilot Study, Rapid Prototyping
  Let success snowball, or not!
  Kotter’s 8-Step Change Management Model
  Measure Success
18
19
Pi Wen Looi, PhD.
www.NovacreaResearch.com
Follow me @Novacrea
Phone: 510-926-2883
Email: piwen.looi@NovacreaResearch.com
Novacrea Research Consulting
20

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Turning Employee Survey Insight Into Action

  • 1. Turning Insight Into Action Secrets for Conducting Effective Employee Surveys and Implementing Successful Changes A Presentation for CalCPA May 29, 2013 By Pi Wen Looi, PhD. Novacrea Research Consulting
  • 2. 2
  • 3. Focus Today   Employee Survey Process   Best Practice for Increasing Response Rate   The Art of Asking Questions   Data Analysis and Insights   Survey Results Feedback   Follow Up Action Planning and Implementation 3
  • 4. Employee Survey Cycle Planning and Marketing Design Data Collection Data Analysis & Insights Survey Results Feedback Action Planning & Follow Up 4
  • 5. Planning and Marketing • Get senior management buy-in • Drive high employee survey response rate • Drive survey questionnaire design • Assign a key contact for the project • Build trust 5 Home
  • 6. 6 The Art of Asking Questions
  • 7. The Art of Asking Questions Do you receive clear and timely communication regarding company matters? ❍ Yes, regularly ❍ Inconsistently ❍ Must ask ❍ Not at all BEFORE 7
  • 8. The Art of Asking Questions To what extent do you agree or disagree with the following statements? Agree Strongly Agree Somewhat Neither Agree Nor Disagree Disagree Somewhat Disagree Strongly Communications about Company ABC’s business goals, strategies, and business performance are clear. ❍ ❍ ❍ ❍ ❍ Communications about Company ABC’s business goals, strategies, and business performance are timely. ❍ ❍ ❍ ❍ ❍ AFTER 8
  • 9. The Art of Asking Questions On a scale of 1-5, 1 being the least likely and 5 being the most likely, please answer the following question: BEFORE 9 My company offers the professional development training programs that I need (i.e., time management, business writing, and presentation skills).
  • 10. The Art of Asking Questions How likely are you to attend professional development training programs on: Extremely Likely Very Likely Somewhat Likely Not Very Likely Not at all Likely Time management ❍ ❍ ❍ ❍ ❍ Business writing ❍ ❍ ❍ ❍ ❍ Presentation skills ❍ ❍ ❍ ❍ ❍ AFTER 10
  • 11. The Art of Asking Questions   Clear, Unbiased, Non-leading Questions   Include Enabler Questions   Rating Scales Consistent With Questions   Best Practice   Pilot Test Questions Before Survey Launch 11
  • 13. 42% 58% 66% 76% 81% 83% 0% 20% 40% 60% 80% 100% You know how to access career development resources provided by Company ABC. Your manager encourages career development for all employees. You have access to appropriate mentors who can help you with your role. You are able to fully use your skills and experiences in your current position. You are building skills and knowledge that will help you in your future career. You are provided the opportunity to learn new skills on the job. 13 Data Analysis and Insight Percent of Employees who “Agree Strongly” or “Agree Somewhat”
  • 14. 14 Data Analysis and Insight Percentages shown are percent of members who “Agree Strongly” or “Agree Somewhat” The red zones are areas in which the result is at least five percentage points lower than company total. The green zones are areas in which the result is at least five percentage points higher than company total. HotZoneTM Chart
  • 15. Data Analysis and Insight Company Engagement Score: 65% Engagement Score High Potential Turnover Internal Transfer Employee Turnover General Accounting 70% 2% 3% 5% Taxation 62% 10% 0% 15% Auditing 58% 10% 30% 50% Marketing 45% 5% 10% 2% 15 Link Employee Engagement Results with Performance Metrics
  • 16. Data Analysis and Insight   Data Analysis   Missing Data Patterns   Overall and Subgroup Analysis   Benchmarking   Linking With Performance Metrics   Less is More   No analysis paralysis 16
  • 17. Survey Results Feedback   When to Share?   Managers   Employees   How Much to Share?   In What Format?   Presentation   Report   Internal Social Media 17
  • 18. Follow-Up Action Planning and Implementation   Action Planning   Prioritization   Resource Allocation   Accountability   Communication – a process, not an event   Pilot Study, Rapid Prototyping   Let success snowball, or not!   Kotter’s 8-Step Change Management Model   Measure Success 18
  • 19. 19
  • 20. Pi Wen Looi, PhD. www.NovacreaResearch.com Follow me @Novacrea Phone: 510-926-2883 Email: piwen.looi@NovacreaResearch.com Novacrea Research Consulting 20