Customised Summary Reports – Design & ContentThe following information has been produced to provide additional information toclients about the production of customised reports following the capture of surveydata.Clients commonly request to see examples of previous reports produced which is notpossible as customised reports are all different and are created for each individualclient.These slides have been produced to help clients understand the considerationsassociated with producing Summary Results reports and to provide examples of thelook and feel of report content. 1
Customised Summary Reports – Consolidating DataWhen producing Summary Results reports it is helpful to consolidate data into a formatthat is manageable and one that provides the report reader with good visualrepresentation of performance. To do this we use the ‘Percentage Positive’ Score.Survey questions commonly require the participant to select one answer from a pre-defined list of 5 options – strongly agree through to strongly disagreeThe Percentage Positive Score is calculated as the % of total responses that selecteither Strongly Agree or Agree to each relevant survey question. Strongly Agree % of total responses that selected either Strongly Agree Agree or Agree = Percentage Positive Score Neither Agree nor Disagree Disagree Strongly DisagreeThe Percentage Positive Score introduces an individual (single) score for each questionwhich places more emphasis on reporting/highlighting positive outcomes rather thanan ‘average score’. 2
Example contents for a Summary Results ReportContent of reports will vary dependant on client demand however there are somecommon/typical types of data and narrative included in Summary Results Reports.We recommend that a Summary Report has approx 10-15 pages/slides. This allowsscope to cover credible content and prevents the reader being buried in detail.Below we have an example ‘Contents Page’ for a Summary Report: Background & Reporting Explanations Executive Summary Survey Participation Rates Strengths & Weaknesses Summary Summary Survey Data (6-10 slides/pages) Themes from ‘Free Text Questions’ Action Plan 3
Design and Content ExamplesThe next 4 slides provide examples of how data from individual or groups of surveyquestions can be presented. All result and demographic used is ‘dummy data’.In the examples provided we have shows results for - All, Dept A and Dept B. Thesecategories can be changed to show a range of comparable data. For example:Periods of Time: Q1/Q2/Q3 or 2008/2009/2010 or Jan/Feb/Mar etcGeographical : NSW/VIC/SA or ANZ/Asia/India etcDemographic: gender or length of service or role typeInsight Comments are optional and are provided to draw the attention of the readerto specific results, trends of themes.Page 8 provides an example of how feedback captured through ‘Open’ or ‘Free Text’questions can be analysed and grouped into commonly referenced themes. 4
Main reason for leaving Insights The capability of managers is influencing retention off employees Departing employees in Dept B are more focussed on securing financial return for their efforts Recruitment related rhetoric/messaging may not be accurately reflecting the reality of day to day activities 5
Leadership and Pay & Benefits Insights Insights Staff expect/need more coaching from their manager Employees in Dept B found their salary more market competitive A high number of respondents did not receive regular feedback on The majority of leavers could not see a clear link between reward and performance performance*Note: Results are presented as the % Positive Score calculated as the % of total participants that selected ‘Strongly Agree’ or ‘Agree’ to each survey question. 6
Overall satisfaction in working with XXX Insights Dept A have a very low satisfaction rate; engagement scores may therefore predict attrition in this group 46% of departing employees in Dept B have been satisfied in working at XXX 7
Key Themes from Free Text Questions What did you enjoy most about your role? Relationship with manager 12% Role variety and responsibilities 15% Relationship with customers, colleagues & team 69% 0% 20% 40% 60% 80% 100% % of total responses What aspects of your role did you least enjoy? Workload/staffing levels 11% Inefficient processes/systems 12% Relationship with manager 15% Focus on sales, targets and performance 42% 0% 20% 40% 60% 80% 100% % of total responses What could have been done differently to prevent you from leaving? Improve/increase career development opportunities 11% Improve/Increase training and support 26% Change/improve manager 20% Nothing 34% 0% 20% 40% 60% 80% 100% % of total responses Insights Employees enjoy the relationship building aspect of their work and least enjoy the focus on performance and targets Note: Responses to the free text questions listed above have been reviewed and where possible grouped into commonly referenced themes. The graphs above highlight key themes from each question.