Purpose
A pulse survey provides a quick and regular picture of how employees experience the corporate culture. The aim of this work instruction is to run the survey in a consistent and anonymous way and to derive concrete measures from the results.
Prerequisites
| Type | Requirement |
|---|
| Access | Admin account in the survey tool |
| Information | Current distribution list of all employees |
| Approval | Survey questions and schedule approved by the CEO |
| Tools | Survey tool, email, intranet |
Safety and Warnings
- Ensure anonymity: do not report results for groups of fewer than 5 people
- Do not try to identify individual respondents
Work instruction
| Responsible |
Step |
Procedure |
Needed tools |
|---|
| Head of HR |
Define scope and questions |
Select 8–12 questions on values, leadership, cooperation, and engagement; reuse core questions to keep results comparable over time |
Survey tool |
| CEO |
Approve survey |
Review and approve questions, schedule, and communication plan |
Email |
| Head of HR |
Announce survey |
Inform employees about purpose, duration, anonymity, and deadline |
Email, Intranet |
| Head of HR |
Run survey |
Send the survey link, keep the survey open for 10 working days, and send one reminder after 5 days |
Survey tool |
| Head of HR |
Evaluate results |
Calculate participation rate and scores per topic; compare with the previous survey; report only groups of 5 or more people |
Survey tool, Spreadsheet |
| CEO, Head of HR |
Present results |
Present results and trends to management and to all employees |
Presentation |
| Managers |
Derive and track measures |
Agree on 2–3 concrete measures per team, assign owners and due dates, and review progress at the next survey |
Task list |
Expected Result
All employees have been invited and have had the opportunity to respond. Results are available as aggregated scores, have been shared with employees, and measures with owners and due dates are documented. The participation rate is at least 60%.
Troubleshooting
| Problem | Possible cause | Solution |
|---|
| Low participation rate | Unclear purpose or survey fatigue | Explain the purpose again, involve managers, and extend the deadline by 3 working days |
| Results are not accepted by teams | No visible follow-up from earlier surveys | Present earlier measures and their status together with the new results |
