Give them Something to Talk About: Building an Effective Survey Communication Plan

At illumyx, we’re experts at designing effective, high-quality surveys that help businesses understand the challenges and opportunities in their organizations. However, a survey is only as good as its deployment and communication plan. We work closely with leaders, managers, and supervisors to build plans and strategies that drive engagement and participation rates. In this blog, I walk through the steps to building a successful communication plan and provide an example, so you can think about what this might look like for your organization.

Step 1: Consider your employee population

Most companies have two types of workers – Salary and hourly.

Salary employees tend to work at desks and have their own individual workstations, while hourly employees often do physical work like field technicians, construction workers, or floor staff. We find that salaried employees are generally easier to engage in surveys because they sit at a computer all day. It’s easier to send these employees reminders and for them to be available to take a survey. Hourly employees can sometimes be harder to engage because they might not have their own desk or workstation, and therefore need to take separate time out of their day to go to a designated workstation or remember to bring up the survey on a tablet or smartphone.

These two distinct groups need different communication strategies. Start by using the formal communication tools that are already in place like an intranet or all-staff meetings. Next, consider other opportunities to engage staff based on their schedules and workflow.

Step 2: Harness the power of informal communication

From the initial stages of survey planning, illumyx engages a cross functional team of employees to help craft and deploy the survey. This not only results in a better survey, but also helps with the deployment process. Employees who help create the survey are engaged and invested in the process from the very beginning and can help share that sentiment with others.

Employees tend to respond better to new information that comes from their trusted coworkers, as opposed to a standardized message from the top. Employees from the survey team can talk to their peers about the survey and why it matters and drive the informal conversations in a positive direction. Instead of employees feeling like they “have to take another damn survey,” it shifts the perspective to “this survey matters” or “my friend told me to.”

Step 3: Stay disciplined in your communication strategy

The illustration below is an example of how your survey communication plan might look.

  1. Start by informing your leaders – Your leaders, supervisors, and managers will play a key role in the success of your survey. Make sure you have their buy-in from the beginning and rely on them to have face-to-face interactions with their teams throughout the process. illumyx can provide FAQs or talking points for leaders so they feel equipped to have one-on-one conversations and answer questions.
  2. Send out an all-company email – About a week before the survey goes out, send an email to everyone letting them know a survey is coming, why you’re doing it, and how employees can participate. Keep in mind that not all employees have emails or workstations.
  3. Tell your staff about the survey face-to-face – Consider how you might leverage existing staff meetings or town halls to talk about the survey before it starts.
  4. Survey opens – Wahoo! The day is finally here. Remind people that the survey has started any way you can and ask your leaders to help.
  5. Personal Face-to-Face discussions – Hopefully, everyone has heard about the survey by now, but maybe they aren’t convinced to do it or need a reminder. This is where managers and the survey team come into play. As we mentioned in Step 2, your survey team can be your best advocates for getting their peers to participate. And managers know their teams’ schedules best, so they can ensure that every employee has learned about and has a chance to take the survey.
  6. One more week – Send out another all-staff communication and/or print notice letting employees know that they have one week left to take the survey. Sometimes it’s helpful to use participation rates and goals in your communications at this step. Are participation rates high? “Wahoo! Let’s get everybody to do it!” Are participation rates low? “Let’s go team! We can each do our part to achieve our goal.”
  7. Focus face-to-face conversations in areas that need attention – At this point in the survey, you’ll have some data on participation rates across the organization. There may be areas that you’re noticing need a little more attention. Deploy focused conversations in these areas, whether that be through managers, the survey team, or scheduling time for leaders to engage those employees.
  8. Last day to take the survey – You’re almost there! Get the word out any way you can that today’s the last chance to let their voices be heard. Double down on the importance of the survey, and mention participation rates again if it feels right.
  9. Send out a thank you – Whew! You’ve checked the survey off your list and finally have results coming in. It’s easy to skip this step as you delve into the data and what it means for the organization, but don’t do it! Saying thank you is an important part of making employees feel valued and preparing them for what’s next. Follow up on your participation goal and let employees know that you’re disciplined in your communication and committed to improving your organization. It’s better to say thank you early on, let staff know that you’re digesting the information, and will circle back with results and next steps. If you have questions about the results dissemination step, read our recent blog.

An effective communication plan results in a successful survey. Sometimes companies realize mid-survey that their communication plan was lacking and need to quickly adjust to get the results they want before the survey ends. I recommend you don’t do that, and illumyx can help!

Picture of Dan Ritter

Dan Ritter

Dan is a data geek with a passion for computational social science and its applications in the workplace. Dan has never been a fan of the left-brain vs right-brain dichotomy–he is a dedicated "all-brainer." He believes in the power of data to help us better understand human behavior at scale, and also that a healthy dose of humanity is required to accurately interpret data and apply insights with wisdom and tact. In his free time, Dan enjoys wilderness camping with his family, reading, and tinkering with anything that can be taken apart. A lifelong learner, he holds a BA in Education, is currently pursuing his Master of Science in Data Science, and enjoys adding to his collection of certificates for fun.
Picture of Dan Ritter

Dan Ritter

Dan is a data geek with a passion for computational social science and its applications in the workplace. Dan has never been a fan of the left-brain vs right-brain dichotomy–he is a dedicated "all-brainer." He believes in the power of data to help us better understand human behavior at scale, and also that a healthy dose of humanity is required to accurately interpret data and apply insights with wisdom and tact. In his free time, Dan enjoys wilderness camping with his family, reading, and tinkering with anything that can be taken apart. A lifelong learner, he holds a BA in Education, is currently pursuing his Master of Science in Data Science, and enjoys adding to his collection of certificates for fun.
Max Kresch

Max finds creative problem solving deeplyfulfilling is highly disciplined in his approach to research. He brings an advanced mathematics background to illumyx with significant experience in machine learning techniques, computer programming, and complex statistical analysis.

 

Max has experience working on complex Department of Defense projects and he recently transitioned his career into social science research. An erstwhile lecturer on data science at the University of Wisconsin, Max is gifted at communicating complex topics in easy-to-understand ways. Max assists the team in survey analysis and reporting and provides oversight on research design and analysis.


A father of two with a passion for music. In his free time, you’ll find him at a local park with his kids, cruising on his rollerblades, or jamming on his guitar with one of several bands he plays in. 

Max Kresch, PhD

Senior Data Scientist

Andrew Fleck

Andrew (Drew) Fleck, PhD, is a results-oriented organizational leader, certified executive coach, behavioral scientist, consultant, and entrepreneur. Drew is driven to add value to peoples’ lives by helping them become more self-sufficient. No matter what role he plays, he focuses on helping clients build strategic foresight into their organizations. He is a natural collaborator who looks for opportunities to partner and build-up others’ skill, knowledge, and confidence.

 

Drew is highly pragmatic and objective with a unique ability to think clearly under pressure. We can thank the US Air Force for that trait.  His studies and practical experience make him an expert in leadership, learning, organization design, organization development, innovation, and entrepreneurship. Over his career, he performed a number of strategic roles that aligned him with his love for travel and learning about different people and cultures.  He has a reputation for transforming organizational systems from a reactionary transactional approach to a proactive strategic approach.

 

Drew started his career in High Tech, but has since worked across a variety of industry and government sectors. Drew holds Master’s and Doctoral degrees in Human and Organizational Systems from Fielding Graduate University and a Master’s in Management and Organizational Behavior from Silver Lake College.

Andrew Fleck, Ph.D.

Chief Behavioral Scientist

Kristy Krautkramer

Kristy is a highly organized, strategic thinker and planner. She helps bring focus and levity to the nerd kingdom at illumyx. Committed and caring are two words that describe her best and she has endless energy to support projects and causes she believes in. Her background in music, teaching, and finance brings greater efficiency and harmony to illumyx’ processes and team interactions.

 

Kristy leads operations for the illumyx team, specializing in administrative functions that include finance, HR, and employee onboarding. Her love for order and accuracy frequently find her leading qualitative analysis projects for illumyx.  A former educator, Kristy has a Master’s degree in Education from St.Norbert College.  


Kristy is the mother of four boys. She often unwinds by hosting large gatherings for family and friends, having a good laugh, enjoying a glass of wine (or a swig of tequila), and diving into niche romance novels.

Kristy Krautkramer, M.A.​

Business Specialist & Qualitative Research Analyst

Dan Ritter

Dan is a data geek with a passion for computational social science and its applications in the workplace. Dan has never been a fan of the left-brain vs right-brain dichotomy–he is a dedicated all-brainer. He believes in the power of data to help us better understand human behavior at scale, and also that a healthy dose of humanity is required to accurately interpret data and apply insights with wisdom and tact.

 

Two of his favorite quotes sum up his approach to work:

 

“Without data, you’re just another person with an opinion,” W. Edwards Demming

 

“...people will forget what you said, people will forget what you did, but people will never forget how you made them feel,” Maya Angelou.


In his free time, Dan enjoys wilderness camping with his family, reading, and tinkering with anything that can be taken apart. A lifelong learner, he holds a BA in Education, is currently pursuing his MS in Data Science, and has amassed a growing collection of certificates from fine institutions around the country.

Dan Ritter

Director of People Analytics

Steve Utech

Steve’s life mission is to unlock the mysteries of complex human interactions to make people’s work and personal relationships more meaningful, productive, and satisfying. All things niche and complex are food for his ADHD brain. He’s a geek at heart with irreverent humor, but also has a deep love of people. An experienced leader in the areas of culture optimization, organizational effectiveness, and team development, Steve is the visionary and founder of illumyx.

 

His background in both the hard sciences and the art of family dynamics allows him to take a behavioral and systematic approach to organizational change and transformation. He has worked with Fortune 1000 organizations and executives in a variety of sectors to help them optimize their culture and achieve results. Steve holds a Master of Social Work from the University of Denver in Colorado and a Bachelor’s degree from the University of Minnesota.

 

An adventurer at heart, Steve spends his free time exploring nature with his 4 kids and anyone up for testing their limits. He enjoys rock climbing, backpacking, and finding brief moments of rhythm out on the dance floor.

 

Above all, he enjoys seeing people grow and develop by giving them the freedom to explore and try new things. As someone once put it, “Steve makes it safe to be dangerous”.

Steve Utech, MSW

Founder, CEO, and Director of Consulting​

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