How can I analyse the organisational results of an engagement survey?

You can find the results of your engagement surveys clicking on 'Organisation' in the top menu and then on 'Engagement' on the left. Here, you will find a dashboard where you can view the results for each survey. This article explains how to read the dashboard and analyse the results.

Note: the survey and the initial results are always displayed one day after the survey has started. Ongoing surveys are synchronised overnight. The first synchronisation will take place the night after the survey begins, after which the active survey will be displayed, including any responses already submitted that day. This happens every night whilst the survey is active. If an employee completes the survey today, the results will appear the following day. This helps the system to load the dashboard more quickly and also ensures anonymity.

If an employee is a member of more than one team, their scores and answers will be displayed in all those teams. However, they will only be counted once towards the total scores. 

 

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Interpreting scores

The scores in the dashboard range from 0 to 100 and can be interpreted as report card grades. For example, a score of 76 corresponds to a 7.6, and a 63 corresponds to a 6.3. Scores below 65 turn red. This does not mean they are insufficient, but it helps you quickly identify areas where the most improvement can be made.

The eNPS score is calculated differently, it ranges from -100 to +100. A negative eNPS is shown red and a positive eNPS is shown green. In this article, you can read how the eNPS is calculated exactly.

At the top of the dashboard, you can see the scores at a glance, based on all teams (or the teams you have selected in the teams filter)

  • Engagement: Displays the average score of all theme-questions.
  • eNPS: Shows the total eNPS score.
  • Participation: Indicates the number of employees who completed the survey.

Below this overview, you will find the scores per theme that were assessed. Clicking on one or more themes filters the results accordingly.

 

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Filters and exports

At the top of the dashboard, you can filter results based on teams. When you select a team, the results update to show data for the selected team(s).
Note: You can only select one team at a time. If you select a main team, all sub-teams will also be selected automatically. 

You can also view results from previous surveys. At the top of the dashboard, you can select which survey results you want to view. If you want to compare several studies, you can always do so by clicking on a cell in the heatmap. In the side panel, you can select different studies. 

You can also export the results to an Excel file (button top right), which will include any filters you have applied. In the export, you will see all answers per question, which can be valuable for:

  • Reviewing all written comments per question – especially useful when dealing with a large number of responses, as it provides a clear overview.
  • Calculating the average score for the eNPS – this adds extra context to your analysis.

 

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Analysing results

You can analyse the results in depth using the various overviews. You can set the overview on the heatmap, per theme, per question, and per answer. Below is explained how to analyse the results per overview. 

Results are always displayed anonymously. In this article you can read more about how Dialog ensures anonymity.

When you click on a cell, theme or question in any of the views, a side panel opens on the right-hand side with two tabs:

  • 'Scores': here you see the score and the underlying (sub)themes and questions. In addition, you see the trend line, which shows how the theme or question scored in previous surveys.
  • 'Answers': here you see the written comments for the theme or question. You can reply to an answer anonymously using the 'Reply' button.

Heatmap & Segments

The heatmap allows you to display results based on various segments that your organisation has chosen. Possible segment options include:

  • Teams: Results per team, based on the organisational structure.
  • Functions: Results per job role, based on employee roles in the platform.
  • Gender: Results per gender (male/female/other) as recorded in Dialog (possibly synced with your HR system).
  • Age: Results by age category, based on employees’ birthdates.
  • Employment duration: Results based on employment duration, calculated from employees' start dates.

Trend line by 'Survey' or 'Time period'

In the 'Heatmap', 'Per theme' and 'Per question' views, you have the option to display a trend line. This appears in a side panel on the right-hand side, containing two tabs: 'Scores' and 'Answers'.

The side panel opens as follows:

  • Heatmap: click on one of the cells
  • Per theme: click on a main theme, sub-theme or question
  • Per question: click on the question

On the 'Answers' tab you can view the written comments related to a theme. This is extremely valuable, as it provides context on why employees have given a certain score. You can also respond to comments using the 'Reply' button below an answer (read here more about engaging in anonymous conversations via Dialog).

On the 'Scores' tab you can view the trend line for this specific team per theme. This lets you see how the theme has scored across previous surveys, visualised in a line chart.

At the top right, you choose how the trend is displayed: 'Survey' or 'Time period'.

  • With 'Survey', the X-axis shows each selected survey. You can display several surveys at once. 
  • With 'Time period', the X-axis shows a time period: per month, quarter, half-year or year. In this view you display one survey at a time, or all surveys combined.

    Note: always click the 'Apply' button after selecting either a survey or a time period in combination with a survey.

The score is shown on the Y-axis. The coloured data points show the scores, hover your mouse over a point to see the exact value.
If the theme was not included in a particular survey or period, or the response rate was too low, this is shown as a white dot.

The anonymity rules also apply to the per-period view: only periods with enough participants are shown, and a smaller period can be hidden to protect anonymity. At the bottom, a timeline shows when the surveys were conducted within the organisation.

Per theme

When you set the overview to per theme, you see the results per theme. You can expand the themes to view the scores per sub-theme, and even per question. This overview gives you a quick insight into which (sub-)themes score highest, and which sub-themes offer the most room for improvement.

Here too: when you click on a theme or question, the side panel opens with two tabs: 'Scores' and 'Answers'.

Here as well, you can switch at the top right between 'Survey' and 'Time period' (month, quarter, half-year or year), as described above.

Trends per theme
Click on a theme; the side panel opens and you see a trend line based on this theme (for a specific team or the entire organisation).

This lets you see how the theme has scored across previous surveys, visualised in a line chart (the trend line).

At the top right of the side panel, you can select the surveys you want to display.

The Y-axis shows the score, and the X-axis shows the various selected surveys. The coloured data points represent the scores per survey, hover your mouse over a point to see the exact value.

When the theme was not included in a particular survey, this is shown as a white dot.

Per question

When you click on a question, the side panel opens with two tabs: 'Scores' and 'Answers'. Under the 'Answers' tab you'll find the written comments related to that question. This provides additional context on how the score came about. On this tab you can also generate an AI analysis of the open answers; read this article to learn how the AI analysis works. On the 'Scores' tab in the side panel you analyse the trend line; you can read how this works below.

When you set the overview to per question, you see the scores for all questions asked. This view is extremely valuable for seeing exactly how each individual question was scored. By clicking on the 'Score' heading, you can sort the questions from high to low and from low to high. This way you can immediately see which questions scored highest and which scored lowest. This is extremely valuable when you start working on your analysis and want to create a top list of the topics to tackle first.

Trends per question
At the top of the side panel, you see a trend line showing how a specific question scored across multiple surveys. If this question was included in several surveys, those results are combined in the line chart. At the top right of the side panel, you can select the surveys you want to display.

The Y-axis shows the score, and the X-axis shows the various selected surveys. The coloured data points represent the scores per survey, hover your mouse over a point to see the exact value.

When a question was not included in a particular survey, this is shown as a white dot.

At the top right, you can choose which surveys you want to display in the chart. At the bottom, you'll see a timeline showing when the surveys were conducted within the organisation.

Per answer

Lastly, you can also set the overview to show all answers. You then see all written comments to the questions. You can also arrange the overview so that you see all answers, including those without a written comment. You can reply to answers anonymously using the 'Reply' button, for example, to all questions that received a low score.

 

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