The 3 criteria that drive pulse survey success
At Zoios we have helped thousands of teams run pulse surveys successfully, and there are a few criteria, or components, that the best ones get right.
Criterion 1: Decide on a consistent survey and a chosen schedule
Have you ever tried just working out when you feel like it, or just doing 1:1s with employees when the timing happens to be good? What happens in reality is that it gets done less frequently than we believe and know is meaningful for the organization.
You should decide on a schedule of pulse surveys from the start, regardless of whether that is monthly, bi-monthly, quarterly, or some custom selection of five months during the year (for example Jan, Mar, May, Sep and Nov).
You should also run a consistent set of questions in your survey. This allows for tracking trends and training managers in the factors and elements your pulse measures. We recommend measuring engagement, satisfaction, strain and eNPS, which is our 11-question scientific pulse.
Criterion 2: Make data accessible in real-time dashboards
Survey results are the most relevant just after they were collected. Employee sentiment can change quickly on a team level. Pulse surveys should be used by every manager with a decent-sized team, so make sure they have instant and real-time access to the data of their teams.
Once they have access to their data we can begin to train them in the framework we use, and they can take ownership of the results. Way too often we hear that managers were given PDF reports up to 8 weeks after the survey was initially sent to employees, and by then the pulse survey is almost useless.
Criterion 3: Close the feedback loop with conversations and action
Help managers present the results for their team and use them for team actions. This is the only way to ensure the feedback loop is complete and that the pulse survey is perceived as valuable by employees, enticing them to continuously answer the pulse.
This requires tremendous work on playbooks, suggested actions, question templates and other artifacts that you get out of the box with a solution like Zoios. Every manager receives individualized recommendations, questions to ask during employee check-ins, and team conversations to facilitate.