The Client and Mindset Partner Onboarding section will provide you with guidelines, reading material, step-by-step instructions and training tutorials that will help you to get going with a successful survey campaign. Most of the onboarding content is public and available elsewhere on our Resources site and can be viewed by anyone. Some of the content, however, such as the Excel Take-on files or Price Calculators, are restricted, and can only be viewed or downloaded by registered Clients or Mindset Partners after having logged in.
Click on the items below for more information or to navigate to a section, or select an item from the menu at the top of the page or in the side panel.
1. Understanding more about Surveys
This section will provide you with (1) essential reading material and context regarding the steps necessary to plan and run a successful survey campaign, and (2) introduce you to survey models as the basis of both diagnostic and pulse surveys, and will show you how survey models can be cascaded and shared between different parts of the organization.
2. Preparing the Data for a Survey
This section will provide you with tools and step-by-step instructions on how to collect and prepare the information necessary to build and launch a survey campaign.
3. Working with the Excel Take-on File
The Excel Take-on file can be used as a template to gather and structure the information necessary to configure and run an employee survey.
4. Configuring a Survey on the Engage Platform
This section will guide you through the steps necessary to configure a survey on the Engage platform - from importing employee details and business unit hierarchies to editing the survey model and defining a survey campaign.
5. Launching and Managing a Survey Campaign
Learn how to launch, manage and close a survey campaign, including the sending of reminder emails, tracking of survey response rates in real-time, and resetting or resending survey links to select participants.
6. Interpreting and Making Sense of Survey Results
Understand how survey scores are calculated and sampling errors and trend graphs work and get some guidelines on how to interpret and make sense of your survey results.
7. Mindset Partner Portal
The Partner Portal section will provide our Consulting and Certified Partners with a host of marketing and support material and templates – in both PDF and in their original Word, Excel or PowerPoint formats. Partners are welcome to download any of the documents and to edit, pilfer, copy or plagiarize them at their own discretion, including adding their own logos, and to then use them as they see fit.
Additional Resources
|
Mindset Management |
Engaged@Way-of-Work |
Inclusion@Way-of-Work |
||
|
Read more about the |
Read more about the |
Engage EX Videos
 |
|
(3.33 minute YouTube video)
|
 |
| (7.46 minute YouTube video) Introduction to Engage ANALYTICS An overview of Engage ANALYTICS – your advanced, drill-down analytics dashboard for actionable insights |
 |
|
(5.30 minute YouTube video)
|
 |
| (5.54 minute YouTube video) Working with Virtual Structures The innovative approach to structuring and updating your employee data in preparation for an employee survey in the new way of work |
| For more information, click on a sub-menu item at the top of the page⇑ or in the right margin⇒ |