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Employee engagement surveys. In or out? Relevant or not? Is there something better?

The organizational clamor for benchmark data about how "engaged" their employees are - how willing they are to stay, how productive they are likely to be, and how connected they really feel - has been in full force for well over a decade now. Are they still important? Are they relevant? What's changed about them and what needs to change about them? Should organizations consistently invest in these human capital measurement ventures? Is there something better out there?

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Barry Schaeffer
Principal Consultant, Content Life Cycle Consulting
Posted on Jan. 6, 2012

It seems to me that there are some things not easily quantified... and measures of engagement are among them. In any case, asking employees is they are engaged is not likely to produce much usable information: they either tell you what they think you want to hear, or they answer truthfully but are incapable of measuring their own level of engagement.

Perhaps asking each supervisor how engaged his or her employees appear to be makes more sense. By doing this up and down the organization, each answer will be informed by how each rater's supervisor views him or her, providing a rough measure of how seriously to take their inputs.

Finally, the very act of attempting to rate engagement on a group statistical basis adds to the disengagement between employee and employer by minimizing the individual importance of each employee. Indeed, it has the faint odor of the "progressive" view that individuals are important only to the extent that they function as a part of the group. A better approach might be to aggressively inculcate each supervisor in the organization with the understanding that every employee is an individual and should be dealt with accordingly (that is, after all, the job of the supervisor.)

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Laura Schroeder
Global Talent Specialist, Workday
Posted on Jan. 8, 2012

The impact of engagement on company performance is well documented and if done well, engagement surveys provide useful guidance for designing effective talent, rewards and leadership strategies.

The gap between engagement surveys and relevance usually lies in one or both of the following areas: 1) The survey focuses on satisfaction rather than engagement and/or ignores one or more drivers of engagement; and 2) The company doesn't follow up on the information by making policy adjustments and measuring improvement.

When you sift through the various research, the top drivers of engagement are:

Managers – Good managers can keep people engaged at bad companies, but people leave bad managers at otherwise great companies. Or worse, they don’t leave, they just withhold their best work.

Rewards – We can debate to what extent money motivates but rewards do impact engagement, at least to the extent that getting rewards wrong may result in feelings of resentment, information hording and other negative behaviors.

Opportunities - The feeling that you’re getting somewhere rather than stuck in place is a fundamental driver of engagement.

Communication – Good communication means more than presenting the company strategy at the quarterly meeting. Employees who feel informed and involved are more likely to trust their employer, take pride in their jobs and have a big picture focus when it comes to their work.

An engagement survey that doesn't focus on all four engagement drivers, i.e., employee attitudes about their managers, their rewards, their feeling of belonging, opportunity and involvement may miss out on critical information. And even a perfect engagement survey won't add much value if the company doesn't use the information to design more effective engagement strategies.

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Bob Gately
Bob Gately Replied on Jan. 8, 2012

Laura, excellent comments. I'm not a big fan of telling managers they need to reward good behavior since engaged employees need much more than rewards. The first thing an employee needs is job competence and the second thing they need is a good or better fit for their job. When we ignore job fit we run the risk of hiring the wrong people, managing them incorrectly, and then replacing them sooner or later. Most hiring managers don't know how to measure job fit so they presume that the best candidate makes the best employee; which is true about 20% of the time.

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Lisa Sterling
Lisa Sterling Replied on Jan. 9, 2012

Laura, I couldn't agree more. Two of the fundamental flaws of engagement surveys are the organizations lack of ability to do something with the data and measuring satisfaction versus engagement. The latter is the easier of the two to address. There are many organizations out there who can assist with the design of the survey instrument to ensure extreme wording is being used, it's unique to the organization and that the results will be actionable. The tricky part lies with the leadership of the organization. Can they and more importantly, do they want to do anything with the data presented? You can't teach an old dog new tricks nor can you train a manager to truly care about what his/her employee's think of him or the organization. You have to have a team of individuals who want to better themselves, the organization and who are willing to have an engagement metric become part of their scorecard. When this level of commitment comes into play then yes, engagement surveys are still in and they are relevant.

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Coincidentally, I recently completed development of a set of surveys that focused on engagement for a client I am working with. It is true that surveys are only one measure of engagement, but you can learn a lot if you ask the right questions. Asking flat out if someone is engaged with something (in this case writing/editing source code comments) does not always result in the best information, especially if the people being surveyed know there is a "right" "expected" or "desired" answer. Even if the survey is anonymous, the existence of a desired answer may influence the response. ("I know I am supposed to spend time creating useful comments...I'm not going to say just how much I don't like it/do it")

On the other hand, it can be very informative to ask a range of questions that are related - questions about behaviors that result from someone being engaged. You don't set off the same expectation triggers. The trick is to spend sufficient time to determine what the most relevant outcomes are - someone who is engaged with X, is likely to do Y, or think Z . You also have to determine how many of these questions to ask (breadth and depth) in order to triangulate on what you are interested in.

Developing these sorts of surveys is very engaging.

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Bob Gately
Bob Gately Replied on Jan. 9, 2012

Hello Lisa, "Asking flat out if someone is engaged with something...does not always result in the best information, especially if the people being surveyed know there is a "right" "expected" or "desired" answer", is an excellent observation; employees aer not stupid they know what is rewarded and what is punished.

Employee surveys, if anonymous, may well lead management in the wrong direction since employees may not know if they are engaged. Yes, they may enjoy their job but unless they are successful they are not engaged employees. If they are a problem employees who enjoy their jobs, they are not engaged employees. If they have been on the job for less than 2 years, it maybe too soon to say if they are engaged employees.

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Lisa Kaczmarczyk
Lisa Kaczmarczyk Replied on Jan. 9, 2012

Hi Bob,
You make some valid points. A key point in addressing some of your concerns has to do with what the definition of "success" is and what the definition of "engaged" is. The answers to those questions have to come, imo, from the people involved in the situation. Management probably has an idea what they intend - or perhaps they only have a general idea and can benefit from fleshing it out. The employees in question likewise will have their own definitions - explicit or implicit. The two may or may not line up - that is something you need to find out.

Then there is what the psychological literature has to say about what it means to be engaged in something.

My thoughts are that it all comes back to the necessity of developing a "good" survey, (after having determined a survey fits the needs of the situation). All of this takes time and effort and an understanding of how to develop reliable survey instruments.

As an aside, why is 2 years a benchmark? How many companies are willing to wait two years to see if people are engaged? Conversely, I would suggest that there is an important window of opportunity when someone first comes on board to engage them and that if you miss it, it can get a lot harder. I wouldn't want to sit around for 2 years. Can you elaborate on what you meant? thanks.

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Bob Gately
Bob Gately Replied on Jan. 9, 2012

Job success is defined by the employer. Engagement inferred by the employer by observing and talking with the employee.

The two year benchmark is a guesstimate. For some employees and positions the time frame maybe longer or shorter.

Unengaged employees don't stay as long as engaged employees; voluntary and involuntary turnover cuts short the unengaged employee's tenure.

Hiring managers can and should know if an applicant will be engaged if hired. Of course, the hard part is to make sure all that other employees are doing their jobs well so that the new hire is not driven out by incompetence.

Job fit or job talent is the key to hiring engaged employees.

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Dan Belanger
President, Beltech Group
Posted on Jan. 8, 2012

A business has 5 primary assets with the first and foremost being People both Customers and Employees. Question this? Try doing without them for one day.

Surveys and questionnaires are only one of the methods to determine what position you are in. Nothing beats face-to-face communication. Ask open ended questions and ensure that those who you interview know that they may speak freely. Most people have the fear of losing their job if they tell it like it is. High turnover is the result of executive's lack of communication and care, coupled with the lack of knowledge in how to fully understand.

Look in the mirror and ask the person you see if he or she is part of the problem.

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Robert Glaser
UX Designer
Posted on Jan. 8, 2012

I believe there are two major parts to this.

1. Even if the survey is well written and has a high percentage of returns, if the results and inferences taken from them are go without real enforced follow-through, then the survey becomes ineffective and often starts to skew results from subsequent surveys. (The "we get this every year and no one pays attention to our answers or addresses our problems." or "The results are ignored for the more severe problems and only low hanging fruit is addressed." type responses. Both are common responses. Not to mention leaving the decision of addressing problems in the hands of the one who caused them.)

2. If the survey is well researched prior to it's implementation, then engagement can be quantified if it is broken down to a series of questions that are relevant to the company, the company's product, and most importantly, the employee's specific jobs. The common problem here is that the questions are often so generic that they seem irrelevant to the individual employee. There is this idea that 'office worker' is stuck in an antiquated idea of the mid 20th century clerical worker. It doesn't take into account that the questions may not mere seem irrelevant but also may seem silly if the person taking the survey is an engineer, a creative artist, a factory floor worker, or some other special position that encompasses many workers in a specific company but are not an industry wide "defined group".

Additionally, responses are often compiled without regard to the differences in the perception or literal meaning of the question. As an example: "Do you have the right tools you need to do your job well?" This means very different things when your talking to a graphic designer, a lab technician, an HR Generalist, and accountant. These types of discrepancies are often obvious to the individual, but become useless when combined and averaged with a department, not to mention an entire company or enterprise.

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Bob Gately
Owner, Gately Consulting
Posted on Jan. 8, 2012

Employee engagement is the reward employers receive for having all their employees doing their jobs well, all of the time, especially the CEOs and their direct reports. In other words, stop asking employees if they are engaged and start getting the CEOs and their direct reports to do their jobs well. Perhaps employers do engagement surveys because that is easier to do than to get the CEOs and their direct reports to do their jobs well?

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Nancy Wichmann
Drupal Web Developer, MacCormick Software
Posted on Jan. 8, 2012

Mr. Schaeffer is pretty much right. Such surveys are pretty much worthless. Want your employees engaged? Get out and talk with them (not to them). And be aware it will take a while (years) before they feel they can be honest with you. And I don't mean just one level down. CEOs can learn from janitors.

Bring back that old Suggestion box for those who need to be anonymous. Old ideas aren't necessarily bad ideas.

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Tonya Haynes
Chief Efficiency Officer, Phoenix Business Development Group
Posted on Jan. 8, 2012

I believe employee surveys are very relevant and definitely should be "in." I say this with the caveat that the survey is designed to capture real and relevant information. And that there real be real analysis toward fixing the problems that are identified...And that there is some kind of link to the leaders pay, bonus etc...ensuring favorable outcomes occur.

Far too often, I have seen exit interviews, Q12 employee engagement surveys and client engagement and satisfaction surveys gather awesome data...yet no one aggregates, analyzes or addresses the information in any way.

This is why most clients or employees even bother completing surveys when asked...or even care about Job Evaluations...they believe what I know. No one is going to do anything about it anyway!

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Jamie Billingham
Community Engagement Consultant, just://in.site consulting
Posted on Jan. 8, 2012

Have just finished reading The Secret Life of Pronouns http://secretlifeofpronouns.com/book.php my perspective on this has shifted a bit. Perhaps we are looking at the wrong things?

Now I'm thinking that we need to look at the language used in the responses to surveys, questionnaires, even email correspondence and day to day chatter.

One way to interpret overall engagement within a group is to look for the standard "I, we, they" language. Lots of folks using "I" words is ok, suggests taking ownership. Better if you can get to a point where most are using "we, us, our" suggesting a bonded team of people with shared values, vision and goals or in Tribal Leadership speak, a stage 3 Tribe. If the bulk of the correspondence and talk includes "they, them" well, you're in trouble.

To make staff feedback even more useful perhaps using the language analysis tools available at http://www.liwc.net/ could help provide a real view of how engaged a staff group is.

My other quick thoughts on this is that employee engagement has to be embedded in the culture. Asking staff for feedback ought to be part of the daily practice, not a scheduled event.

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Engagement comes with great leadership. Great leaders don't need surveys to tell them if their employees are engaged; they are the conduit of engagement.

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It concerns me when I hear that it is pointless or useless to ask people about their level of engagement. Surveys may or may not be the appropriate vehicle - it is context dependent. But if you don't go directly to the source (the people you are concerned about) but instead use some external measure then you risk falling into the "we know better than them" trap. No one knows better how they feel or what they believe than the people in question. Not their boss, not anyone else.

They survey I referred to in my prior response to this question was requested by some people who are really and truly interested in understanding why their people are behaving the way they are in a given environment. The external variables are complex (as always) and they want to learn all they can about what is going on before they move forward with some changes under consideration. This is not a bad situation, but they want to not waste time and money on the wrong changes as they strive to make things even better.

There is more to it than surveys - but the surveys will give them one set of information they will get no other way. I don't believe you can make a blanket statement about surveys of engagement being useless or not useless. You have to go to the people you care about if you want to understand them and in some situations a survey is a good choice of how to do that.

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Susan Rafferty
assistant director - human resources, University of Miinnesota
Posted on Jan. 9, 2012

In. Relevant. Better when the survey measures the right things and is the impetus for further discussion, inquiry (if needed - e.g. through focus groups) and action. Any survey is a snapshot of perceptions at a given time so, of course, engagement surveys are not the all and end all. These surveys, however, are powerful tools to inform leaders and teams about what is going well and what important areas need improvement in order to support the best workplace experiences.

Some commenters seem to be criticizing surveys as not being drivers of engagement. Engagement surveys are only tools for measuring satisfaction and engagement. I agree that surveys aren't worthwhile where that organization's leaders and teams do not utilize the survey information well and communicate about those actions effectively.

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Tom Williams
Chief Happiness Officer, happiily
Posted on Jan. 9, 2012

Reading through this thread, it becomes evident that we need a new word for what a lot of people are talking about here in this context. In the context of employee surveys, I think what we're really looking to measure is *employee sentiment.* That is to say the aggregate mood and "pulse" of the employee at that particular moment in time.

Practically speaking, "measuring engagement" (as done by HR professionals) is most often actually trying to measure the efficacy or ROI of specific initiatives meant to improve overall morale and connection to each worker whereas assessing mood, loyalty, affinity and identification is more accurately categorized as sentiment. Can we agree on this?

Whatever their actual usefulness (which - as has been said many different ways through this thread is a function of survey design, analysis and action and post assessment communication), most employees question the value (relative to their required time investment) of the survey.

The primary reason expressed is because given the gap between employee input and final communication, the employee cannot often feel a relevance to how the survey inputs measurably improve or change their own day-to-day work experience (i.e. sentiment).

Beyond all the obvious problems with "point in time" assessments, and what many organizations now often do to briefly increase sentiment shortly before the survey, the biggest problem with the standard "top down" survey is that it can identify "whole" (i.e. felt company-wide) but not identify issues that impact performance at a team-level (i.e. with a small set of employees and their manager).

So, in my opinion, the right system to measure employee sentiment should meet what I call, "The Five T's"

Timely: It has to be able to scan as frequently as daily, and at least weekly to identify key issues that might impact performance;

Trusted: It should sit *outside* the organization and be anonymous for employees. The manager should be able to trust that the data is sufficiently informed to not just represent the "vocal minority;"

Time sensitive: The time required for each session should be a couple of minutes of time per each employee;

Transparent: The results need to be instantly communicated and the employee should see how their answers compare to their colleagues;

Tactical: It should identify specific issues that are impacting (or threaten to impact) performance that a manager can address within their team;

We've designed a lightweight SaaS web application that does all of this called happiily (http://www.happiily.com) and before you say "a person's happiness can't be measured!" let's refer back to "employee sentiment." Outside of HR (and even inside of HR) very few employees naturally express themselves in terms of their engagement. They do however talk in human emotions about their work.

I hope beyond promoting our own tool, I've contributed to this great thread.

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Karin W
Karin W Replied on Jan. 11, 2012

Tom: your response comes the closest to what my experience and observation are on this topic. In addition if we consider the employee experience as it correlates with the customer experience it becomes apparent that the two way communication inherent in surveys may be a decent benchmarking tool to determine certain workplace needs but they do not provide the more valuable opportunities to be found in social networking within an organization. It makes more sense to have have current data that can flag a problem or indicate a potentential problem than to ask for lagging indicators every 2-3 years and only fixing problems after the exist for extended periods of time. A question commonly found on surveys is whether the respondents have all the tools they need to do their jobs? If they don't in 2012 do you want to wait until 2014 to find this out? And what on earth are the direct managers doing that they don't know the answer to that question? I think such surveys can be useful but they are limited in how much they aid in improving the employee experience.

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Alan Howard
President, Applied Computer Research, Inc
Posted on Jan. 16, 2012

Hi Charlie,

PHOOEY on surveys. Not that I don't like surveys, I use them in my work. I just think rudimentary survey approaches are not an optimal way to measure employee perceptions and attitudes. They are a dime a dozen, and too many management consultants and market research companies are happy to do an employee engagement/satisfaction survey for you. The results are often delivered in an aggregate form, losing valuable details about subgroups in the overall community.

Have you ever seen Undercover Boss? Another reality show with many flaws, but it does clearly illustrate how the lines of communication in any organization filter messages on the way up the ladder. Very successful CEOs are in the dark about fundamental issues involving their most important asset, their employees. The revelations in each episode appear for two reasons: The willing openness of an employee in a specific role, and the anonymity of the boss.

To get Undercover Boss results through an employee study requires a combination of characteristics: Honest and believable anonymity on the part of study participants, a detailed way to analyze subgroups within the overall community, and a way to understand the gap between satisfaction and the importance of the subjects covered. This is basically a discovery process that supports perception analysis and subsequently perception management. This type of work is available, but not from my company.

Employee engagement can mean a lot of things, but the bottom line is that we need to learn what may be holding employees back from being productive, enjoying their work, excelling in their profession, and possessing the commitment to work toward the vision of their superiors and the organization (this is assuming there is vision). Cookie cutter employee/customer sat instruments and approaches may reveal interesting information, but generally lack the insight to create actionable change information at a detailed level.

There are so many insightful and thoughtful posts in this thread…good question Charlie.

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Barry Schaeffer
Principal Consultant, Content Life Cycle Consulting
Posted on Jan. 9, 2012
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It comes to mind that the question of "employee" engagement may actually be driven by questions in many minds about just how engaged younger people are in their lives and the society around them. With the rise of "virtual" interaction through social media and the web, young people may be coming to adulthood with less and less real connection to the world around them, opting instead for living in a virual world of their own making and to which they can remain largely anonymous.

I was at a government conference in DC last year where at least half the audience of nearly 500 spent entire sessions fixated on their PDAs, never even looking up at the presenters, and the main stage had three huge panels: one for the presentation and two for tweets from attendees about the presentation. I came away with an eerie feeling that something is seriously wrong with the way we are participating in our culture. This is, I know, controversial, but the signs are visible... including the decreasing degree to which employees appear to be engaged in their jobs.

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Bob Gately
Owner, Gately Consulting
Posted on Jan. 25, 2012
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Yes, there is something better.

Employees need to be competent and well-suited to their organization and they need an adequate or better talent for their jobs. Employers do a very good job of determining job applicants' competence and employers do a good job of evaluating if applicants are well-suited to their organization. Engaged employees are; competent, well-suited to their organization, and have an adequate or better talent for their job. Most employers however do not do a very good job of evaluating job related talent.

1. How do you define talent?
2. How do you measure talent?
3. How do you know a candidate’s talent?
4. How do you know what talent is required by each job?
5. How do you match a candidate’s talent to the talent demanded by the job?

Everyone wants to hire for talent but if we can't answer the five questions above with specificity, we cannot hire for talent. Yes, we will hire talented employees, about 20% of the time, which helps explain why so many new hires fail to become successful employees, i.e., engaged. Even engaged employees need to be effectively managed. If effective management were a function of knowledge, then than their would be few business majors and MBAs who are not effective managers. MBAs (Managers By Acclamation) may or may not be effective managers even if knowledgable and well educated in management.

The something better is to hire for;
* competence
* culture
* talent
and then manage each employee effectively, which is hard for most managers to do since they were not hired for talent.

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