Chapter 1Know What You’re Getting Into

Start by considering the five main tasks that make up an effective employee survey process:

1. Define the goals of the survey. Determine whom you want to learn from, why you want that learning, and what precise information you seek. Why survey at all? Chapter 2 is your guide to survey definition.

2. Set reasonable expectations. Prepare the landscape with both management and employees before the survey to ensure that everyone is on the same page regarding the goals of the survey and how the resulting information will be used. Chapter 3 gives more detail about this step.

3. Design the survey. This step is like outlining a document before writing. Make a list of the main parts of the survey and their order, ...

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