This document provides examples and guidance for creating customized summary reports based on survey data. It discusses calculating percentage positive scores to consolidate survey question responses. Example report contents include an executive summary, survey participation rates, strengths/weaknesses summary, and summarized survey data. Themes from open-ended questions may also be reported. Sample report pages show results for all, Dept A and Dept B to highlight comparisons. Insight comments can draw attention to specific results or trends.

1. Customised Summary Reports – Design & Content
The following information has been produced to provide additional information to
clients about the production of customised reports following the capture of survey
data.
Clients commonly request to see examples of previous reports produced which is not
possible as customised reports are all different and are created for each individual
client.
These slides have been produced to help clients understand the considerations
associated with producing Summary Results reports and to provide examples of the
look and feel of report content.
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2. Customised Summary Reports – Consolidating Data
When producing Summary Results reports it is helpful to consolidate data into a format
that is manageable and one that provides the report reader with good visual
representation 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 disagree
The Percentage Positive Score is calculated as the % of total responses that select
either 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 Disagree
The Percentage Positive Score introduces an individual (single) score for each question
which places more emphasis on reporting/highlighting positive outcomes rather than
an ‘average score’.
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3. Example contents for a Summary Results Report
Content of reports will vary dependant on client demand however there are some
common/typical types of data and narrative included in Summary Results Reports.
We recommend that a Summary Report has approx 10-15 pages/slides. This allows
scope 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
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4. Design and Content Examples
The next 4 slides provide examples of how data from individual or groups of survey
questions 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. These
categories 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 etc
Geographical : NSW/VIC/SA or ANZ/Asia/India etc
Demographic: gender or length of service or role type
Insight Comments are optional and are provided to draw the attention of the reader
to 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.
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5. 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
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6. 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.
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7. 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
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8. 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.