Language selection

Government of Canada / Gouvernement du Canada

Search

Using Pulse Surveys to Engage Your Team: Worksheet for Creating a Pulse Survey (TRN4-J30)

Description

This job aid consists of a fillable, step-by-step worksheet to help a work team develop its own team pulse surveys (10 of 10).

Published: August 17, 2023
Type: Job aid

Download as PDF (1,491 KB)

PDF

Using Pulse Surveys to Engage Your Team: Worksheet for Creating a Pulse Survey

Team pulse surveys are short, easy-to-complete sets of questions sent electronically on a regular basis to do a "pulse check" of employees in areas such as engagement, satisfaction, relationships, and the work environment. They are useful for getting feedback from your team members, monitoring team effectiveness, and identifying opportunities for improvement.

This tenth job aid in the series serves as a fillable worksheet that you can use to develop your own team pulse survey. It is based on the best practices model featured in Job Aid 3 – Model for Team Pulse Surveys. Checklists inspired by other job aids in this series are included. Get inspired by the example provided in Job Aid 9 – Case Study of a Team Pulse Survey.

Download

Using Pulse Surveys to Engage Your Team: Worksheet for Creating a Pulse Survey

Download as PDF (1,491 KB)

Web version

Using Pulse Surveys to Engage Your Team: Worksheet for Creating a Pulse Survey (web version)

Team pulse surveys are short, easy-to-complete sets of questions sent electronically on a regular basis to do a "pulse check" of employees in areas such as engagement, satisfaction, relationships, and the work environment. They are useful for getting feedback from your team members, monitoring team effectiveness, and identifying opportunities for improvement.

This tenth job aid in the series serves as a fillable worksheet that you can use to develop your own team pulse survey. It is based on the best practices model featured in Job aid 3 – Model for Team Pulse Surveys. Checklists inspired by other job aids in this series are included. Get inspired by the example provided in Job aid 9 – Case Study of a Team Pulse Survey.

For more information:

Step 1. Establish foundation

Step 1. Establish foundation

For more information

Pulse survey goals

Pulse survey recipients (select)

Pulse survey frequency

Technology

Was this software:

For more information:

Survey administration

Step 2. Design and validate

Step 2. Design and validate

For more information

Question development

  1. Order:

  2. Order:

  3. Order:

  4. Order:

  5. Order:

Pulse survey question review

For more information

Checklist

Review each question to ensure the following factors have been adequately addressed:

Pulse survey pretesting (and gathering feedback)

Checklist
Step 3: Inform and launch

Step 3: Inform and launch

Develop a promotion plan

For more information
Checklist

Introductory messaging

For more information
Checklist

Introductory messaging includes:

Launch the team pulse survey

Step 4: Report on responses

Step 4: Report on responses

For more information

Interpret results

Sorting and comparing results

Positive results (strengths)

Compared to:

Repeat for each additional key positive result.

For more information
Negative results (potential opportunities for the team)

Compared to:

Considerations for follow-up:

Repeat for each additional key negative result.

Revisiting pulse survey questions

For more information
Checklist

Participation rate review

Prepare report on results

For more information
Checklist

Sharing report on results

Share pulse survey results!

Step 5: Discuss results

Step 5: Discuss results

For more information

Hold discussion on pulse survey results

Checklist
Step 6: Take action

Step 6: Take action

For more information

Follow-up planning (when results warrant)

Checklist

Follow-up planning pathway

  1. Identify opportunities for improvement
  2. Prioritize identified opportunities
  3. Compile list of suggested follow-up activities
  4. Prioritize suggested follow-up activities
  5. Consider implementation needs

Repeat for each opportunity and then number by priority.

Follow-up planning pathway (continued)

6. Create and implement follow-up plan

Objectives = opportunities + activities + implementation needs + due dates

Follow-up planning pathway (continued)

6. Create and implement follow-up plan

For more information

Checklist

7. Measure and communicate progress

Checklist

This series of job aids explains how to design and administer pulse surveys to support team engagement, positivity, and productivity in the workplace. Each job aid offers background information and covers the key steps in the process of developing team pulse surveys.

The Canada School of Public Service wants to hear about your experience in launching a team pulse survey. How did our series of job aids help your team? Submit your feedback to transferable@csps-efpc.gc.ca.

Return to the Team Pulse Surveys Series
Date modified: