Tips for avoiding
common pitfalls when conducting an employee survey or a customer survey:
Employee and
customer surveys enable businesses to gather important information, perceptions
and insight from employees, customers and other groups (e.g. suppliers,
shareholders, members, etc.) and then make better, more informed decisions.
Surveys are the most effective way to quickly gather anonymous or identified
feedback and suggestions from large numbers of people.
Some of the many
types of employee and customer surveys that businesses conduct include employee
satisfaction surveys, employee engagement surveys, employee opinion surveys,
360 leadership surveys, employee benefits surveys, IT customer satisfaction
surveys, customer opinion surveys, customer satisfaction surveys and risk
surveys.
Organizations
sometimes fail to achieve the results they should be realizing from surveys due
to several reasons. These reasons include poor design, asking the wrong
questions, failure to conduct the survey effectively, difficulty getting people
to respond, inadequate analysis of findings, failure to communicate and take
action on the results and other reasons. The purpose of this article is to provide
tips for getting more value from a wide range of business surveys.
34 Tips that will help your organization
achieve significant value and a strong payback from employee surveys and
customer surveys:
Tips 1-6 focus on
specific types of employee surveys and customer surveys. Tips 7-34 will help
you conduct any type of survey more effectively.
1. Employee satisfaction surveys, employee
engagement surveys and employee opinion surveys - These employee surveys should be conducted annually
to get the greatest benefit in terms of identifying new opportunities, problems
and measuring progress since the most recent survey and monitoring trends.
Employees have extensive information how satisfied they are and how engaged
they are in their job. They also have considerable knowledge and insight about
customer satisfaction and needs. Employee satisfaction surveys, employee
opinion surveys and employee engagement surveys should include questions that
get at key issues that drive employee and company performance. Don't be afraid
to ask questions that you expect will gather negative responses, including
satisfaction with compensation. When questions are worded effectively, they
provide important information you need to know and act on. If you are not
willing to ask the important questions, why are you conducting an employee
survey?
2. Employee benefits surveys - Your organization may be providing benefits that
are not in sync with what many of your employees need. Employee benefit surveys
will tell you if employees are satisfied with benefits and what you need to
change. Results from an employee benefits survey help your benefits decision
makers to make better, informed decisions that can achieve greater value for
benefits dollars spent by both your organization and your employees.
3. 360 leadership surveys - Many people believe that the most important driver
of organizational success is its leaders. A 360 leadership survey provides
feedback to individual leaders at any level of an organization about how they
are perceived by their peers, direct reports and from leaders above them in the
organization. When conducted for many of an organization's leaders at the same
time, 360 surveys also provide comprehensive consolidated information about the
organization's leadership strengths and weaknesses, and where leadership needs
to be strengthened. Companies should consider conducting a 360 leadership
survey every year or two. Hold leaders accountable for increasing their own
leadership effectiveness and performance and that of their direct reports.
4. Customer satisfaction surveys and customer
opinion surveys - Business to
business customers and consumers have many companies that they can give their
business to. Customers know what they want and expect when buying products and
services. A customer satisfaction survey or a customer opinion survey gathers
important information, opinions and insight from customers that can be acted on
to make your company more competitive, increasing your ability to attract and
keep customers. Depending on the types of products and services you sell, you
should consider conducting a customer survey annually at a minimum and more
often if you have large numbers of customers and a relatively high level of
customer turnover. You need to find out why customers are dissatisfied, why
they are going to your competitors and what you need to do to attract and keep
more customers.
5. IT customer satisfaction surveys and IT
User Surveys - Most in-house and
outsourced IT service functions underperforms from the perspective of IT
customer satisfaction. Poor or inconsistent performance on the part of IT help
desks, desk-side support, application support, network support and data centers
impacts IT customer satisfaction and IT customer performance. Organizations
should conduct an IT customer satisfaction survey at least annually. They can
also consider conducting ongoing IT incident follow-up surveys, asking a sample
of IT customers to complete a brief survey after an IT incident has been
resolved. IT surveys often identify hidden and recurring problems that will
save considerable money when they are properly identified and resolved.
6. Risk surveys - Most organizations that have a risk management
process in place focus on a limited number of known, high profile types of risks.
Risk surveys typically include an extensive list of risks that organizations
face. An effectively designed risk survey is customized to include all types of
risks that the organization is facing. Managers from across the company
participate in a risk survey, identifying and assessing the importance and
likelihood of each type of risk, and providing suggestions for reducing risks
and managing them more effectively. Organizations should conduct a risk survey
annually and be prepared to take action based on the survey findings.
7. Conduct online or Internet surveys where
possible - Surveys conducted
using the Internet are the quickest and most cost-effective way to conduct
surveys. More often than not, employees, customers and other recipients of
business surveys have access to e-mail and the Internet at work and at home.
For employees that normally do not have access to computers and the Internet,
companies can easily provide access to designated computers.
8. Have a clear purpose for the survey - The design and questions should stay focused on its
purpose. By clearly wording the questions and structuring the answers, surveys
can be used in many ways and for a variety of reasons.
9. Give the survey an appropriate title - The survey title provides an opportunity to summarize
a survey's objective and encourage respondents to participate. A good title
will encourage respondents that their time investment will be worthwhile.
10. When you are designing your survey,
consider how you will analyze the results - The more complicated the questions and survey
structures are, the harder it will be to display the data in useful formats and
to analyze the data.
11. Give respondents an idea of how much time
the survey will take - It is
good practice to indicate approximately how long the survey is likely to take
so respondents can choose the best time to complete it. Respondents may drop
out if the survey appears long with no end in sight.
12. Tell respondents the survey end date - Encourage completion of the survey as soon as possible
and inform respondents of the survey's end date so they are able to schedule
the necessary time.
13. Ask pertinent questions - Only ask survey questions about issues that you
really want to learn about and that you are willing to take action on if the
results indicate a need to do so.
14. Ask pertinent demographic questions - Only ask demographic questions that will provide
useful information that you can take action on. Employee surveys should
identify department, location if your company has more than one location, and
possibly other information such as gender, age range, race, years of service
with your organization, etc. Likewise, customer surveys should include
questions that identify demographic information about business customers or
consumers being surveyed.
15. Make the responses anonymous - Unless you really need to know who responded and
the specific responses provided by each employee or customer, ensure that all
individual responses will be anonymous, with no ability to link responses to
individual responders. Communicate that the responses are anonymous and that
all individual responses will be aggregated. This encourages people to respond,
and to respond honestly.
16. Organize survey with questions in logical
categories - Group questions
into clear categories as this will make it easier for the participants and it
will also be easier to analyze and make sense of the responses.
17. Keep rating scales consistent - To the extent possible; minimize the number of
rating scales used. This makes it easier for responders.
18. Plan for an appropriate survey response
period - People are often busy,
or they may be away and not available to respond to surveys when they first
receive them. Three to four week response periods are recommended. Follow-up
reminders should be sent out weekly during the survey response period.
19. Promote the survey to increase
participation - Pre-survey
announcements and follow-up communications during the survey response period
help to increase participation.
20. Provide an opportunity to include
comments and suggestions for all or most questions - Comments provide insight and information that
explains why employees and customers are satisfied or dissatisfied. Comments
often also include useful suggestions for making better, more informed business
decisions. Themes and trends are often identified while analyzing the comments.
21. Keep the length of the survey as short as
possible - Every question asked
should be asked for a reason. Limit asking questions that will provide you with
'nice to know' information and instead concentrate on the 'need to know'
questions.
22. Use plain language, avoid acronyms,
maintain consistency and don't ask questions that may result in ambiguous
answers - Word questions
clearly. If questions can be interpreted in more than one way, the responses
will be suspect and there is a risk that analysis of the survey data will be
misleading and unreliable.
23. Avoid including long questions - Use concise sentences wherever possible. Long
questions can cause a respondent to lose focus and possibly abandon the survey.
24. Proofread the survey carefully - Review it thoroughly more than once and if possible,
have other people review it. Make sure the survey is grammatically correct and
makes sense.
25. Avoid questions that provide 'nice to
have' information - Do not
include questions that will not provide useful information and insight for
taking action if needed and for making better decisions. If you do, you are
wasting the time of respondents and your own time reading and analyzing
responses.
26. Create and implement action plans - Use survey results as a basis for making changes
that will enable your company to perform and compete more effectively. Create
action plans and get managers and employees involved in making appropriate
changes.
27. Communicate survey findings - Share results with your managers and employees and
communicate next steps. Share pertinent survey results based on managers' and
employees' positions, and their individual need to know and act on results.
28. Keep employees informed about progress
making changes - Communicate
ongoing progress with action plans, linking actions and progress back to survey
results.
29. Consider using a survey company to
conduct cost-effective surveys -
Survey companies have experience and expertise well beyond that available in
most organizations, and they provide credibility. As mentioned previously, most
employees and customers prefer to have their survey responses handled on an
anonymous basis, and using a survey company rather than rather than using
self-service survey services provides people with greater confidence that their
responses will be handled on an anonymous basis.
30. Make sure to get comprehensive reports - Survey companies typically have reporting
capabilities that are much more powerful and flexible than the survey reports
available from using self-service software and self-service web surveys. This
can save days of costly and error prone hands-on time preparing graphs, data
tables and comments reports sorted by demographics.
31. Commit to taking action on survey
findings - Do not conduct
surveys if you are not prepared to take action based on survey results. When
you ask people to complete a survey you are creating an expectation in their
minds that you care about their opinions and that you will take appropriate
action based on their answers. Failure to take action sends a signal to
employees and customers that you cared enough to ask their opinions, but not
enough to really listen to them and make changes based on their feedback.
32. Make sure benchmarked survey data provide
valid comparative data - Some
survey companies can provide comparative benchmarking data from their other
customers. Be cautious about using external normative comparisons for
benchmarking your survey results. There is a very high probability that
comparison of your survey results with survey benchmarking data from other
companies will result in invalid comparisons due to many possible reasons
including different industry, different products and services, different
customers and employees, different customer/employee demographics, different
business strategies and plans, surveys done at different points in time,
reflecting different economic conditions, and survey questions worded
differently and/or in different order.
33. Conduct follow-up surveys - Conducting annual, semi-annual or quarterly surveys
is an effective way to monitor progress on actions taken as a result of
previous surveys and to identify pertinent changes since the last survey.
34. Include survey measurements as part of
your company's ongoing metrics -
Survey results can be an important part of a balanced scorecard or other
companywide measurement process, providing critical employee and customer data.
Surveys measure how well your organization is learning, performing and
executing.