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ESSAY Edelman Change & Employee Engagement




Why Engagement Surveys
neither engage nor inform
   in a meaningful way




T  he Holy Grail for global
business executives today is
                                    studies indicate less than 1/3 of
                                    employees globally are actively
employee engagement. And            engaged in their jobs.
well it should be. Recent studies
indicate that close to 85% of       Engagement is about individual
engaged employees (some             behavior. People who have both
studies as high as 88%) believe     an emotional and intellectual
they can positively impact          bond to the organization. Disen-
quality of their organization’s     gaged employees not only
products and services. The sad      exhibit less than satisfactory
truth though is that those same     behavior as it relates to perfor-
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way



                        mance, they actually produce            management, and the second
                        less revenue for the business.          approach is more often than not
                                                                used as the impetus to establish
                        It is for these reasons that            meaningless “morale commit-
                        leaders and communicators               tees” or “culture task forces.”
                        alike are spending signifi-
                        cant resources to uncover the           An Outcome Not a Goal
                        elements of engagement.                 The reason for such misdirec-




‘‘
                                                                tion is that often organizations
                        This is apropos to any discus-          define “engagement” as a goal
                        sion on engagement surveys              or even a strategy when in fact,
 The reason for such    because, in too many organiza-          it’s an outcome.
 misdirection is that   tions, they’re a colossal waste
 often organizations    of time, either knowingly or            Real engagement happens as
                        unknowingly designed to tempo-          a result of a number of inter-
 define “engage-
                        rarily deflect attention from more      related actions including but

              ‘‘
 ment” as a goal
 or even a strategy
 when in fact, it’s
                        meaningful dialogue.


                        How so? Rather than do what
                                                                not limited to: management
                                                                behaviors; open and transparent
                                                                culture; participatory decision-
                        they’re supposed to do – serve as       making; clear and consistent
 an outcome.
                        a means for employees to advise         communications; team-oriented
                        leadership on the effectiveness         project management; rewards
                        of its management or operating          and recognition efforts; and
                        model – they instead get used           compensation policies.
                        by HR and communications
                        departments to gauge morale             Once engagement is defined
                        and awareness.                          as an outcome, organizations
                                                                can stop chasing their tail, so
                        The workforce, sensing this,            to speak, and move their focus
                        generally responds in one of            from symptoms to the cause.
                        two ways: by telling manage-
                        ment what it wants to hear, or          Check out the employee engage-
                        by truthfully professing any            ment survey practices of some of
                        ignorance or confusion about            the leading management consult-
                        the company’s strategic direc-          ing and research firms, and you’ll
                        tion. The first approach accom-         see that these surveys usually
                        plishes nothing positive beyond         aren’t really conceived to engage
                        a back-slapping opportunity for         at all; they’re conceived to gener-
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way



                      ate statistically laden checklists      don’t sugarcoat our results (for
                      and metrics to provide manage-          senior management). Our execu-
                      ments with insight into the short-      tives talk about the results often
                      comings of their workforce. They        and build engagement into our
                      presume senior management               enterprise targets.” The manager
                      “knows all” and put the onus for        adds that the company doesn’t
                      improvement and performance on          worry about measuring scores
                      the general workforce.                  but rather, “participation in the




‘‘
                                                              survey and progress made…
                      This isn’t a clarion call for the       across the enterprise … If we
                      abolition of engagement surveys.        incented the score, associates
 . . . before even    Quite the contrary: approached          might fill it out more positively
 embarking on an      properly – as a referendum on           than they really believe.”
 engagement survey,   leadership – and they can be


            ‘‘
 commit to doing
 so for the right
 reason. . .
                      highly valuable. The key, of
                      course, is to approach them the
                      right way.
                                                              Actions Not Words
                                                              An industrial company senior
                                                              manager notes that conducted
                                                              properly, engagement surveys
                      Some enlightened organizations          “can help you set your strategic
                      do that already. Consider the           approach by giving you a sense
                      following input gleaned from a          of what people are really doing
                      variety of top-tier companies.          not just saying.” Another senior
                      We’ve left the identity of these        communicator from a manufac-
                      senior managers anonymous to            turing company concurs, observ-
                      encourage their openness about          ing that engagement surveys
                      internal subject matter.                can offer “a true sense of how
                                                              committed people are” and
                      Transparency                            how effectively management is
                      “We’re proud of what we do: we          leading – particularly related to
                      view our engagement surveys             the toughest issues facing the
                      as a core strategic, competitive        organization.
                      edge,” says a senior communi-
                      cator at a large manufacturing          This manager notes that
                      company. “We believe the more           engagement surveys can also
                      highly engaged our associates           uncover cases of senior manage-
                      are, the more productive they           ment being tone deaf. After a
                      are. We implement a new survey          downsizing, for example, many
                      every one or two years. We              employees used the survey to
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way



                                  voice displeasure that former           through “morale committees”
                                  colleagues’ offices were left           that put the impetus for change
                                  untouched – down to empty               on employees, but through new
                                  coffee cups still sitting on the        approaches to engaging
                                  desks. “It was bizarre,” he notes,      employees’ minds and hearts.
                                  and employees weren’t happy
                                  about it. The survey offered a          “It’s not about hearts and
                                  safe haven for employees to raise       flowers,” says a senior commu-




‘‘
                                  the subject – not a communica-          nications officer at an industrial
                                  tions issue, per se, but one that       company. “It’s about shoring up
                                  absolutely impacted engagement.         gaps. Employees need to know
 It’s not about hearts                                                    that the feedback they provide
 and flowers ...
 It’s about shoring
 up gaps.
                         ‘‘       Respond vs. React
                                  A senior communicator at a
                                  healthcare company remarks
                                                                          results in real action.”


                                                                          A New Approach
                                  that his large organization             Before identifying what to do
– senior communications officer
                                  approaches near 100% participa-         to improve engagement at your
                                  tion in its engagement surveys          organization, here are three
                                  because it “explains why they’re        things to avoid when developing
                                  important” so employees will            research:
                                  take the time to complete them.
                                  In a very telling comment, he           1: Ill-designed - Check your
                                  says that, “you’ve got to be               questions and determine if
                                  prepared not to be surprised               the answers actually provide
                                  or shocked: You’re not in the              any insight into how people
                                  trenches every day.” Further,              behave. Many engagement
                                  “You’ve got to be prepared to              surveys only address what
                                  do something” with the infor-              people say about involvement
                                  mation these surveys generate.             or communications or knowl-
                                                                             edge sharing or collaboration.
                                  Bingo! That’s the crucial point:           For example, engagement
                                  before even embarking on an                surveys typically ask “what is
                                  engagement survey, commit to               the best way to receive infor-
                                  doing so for the right reason: to          mation about the company’s
                                  gather useful, previously unknown          strategy or direction”, and
                                  and under-considered informa-              more often than not, the
                                  tion that senior management                typical response from employ-
                                  will absorb and respond to! Not            ees is ‘though my manager/
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way



  supervisor.” However, in                organization?” The responses
  today’s matrix-structured               to this question often cite
  organizations, interaction with         “more information on our
  managers is often limited or            vision, strategy, priorities,
  muted due to reporting lines            etc.” However, employees
  and organizational design.              may or may not even be
  Without a major overhaul in             going to the portal with any
  such things, this is not helpful.       regularity as to know what’s
  Rather, have the survey ask             already there.
  about the interactions with
                                        Six ways for your Engagement
  managers/supervisors taking           Surveys to Mean Something:
  place today and how they              • Above all, instead of just
  might be improved. This will            tracking and reporting on
  provide insight on thing that           engagement across a spectrum
  can be changed.                         of areas such as “management
                                          interaction” or “adherence to
2: Action Dis-Oriented - Again,           values” compile an overall
   the survey or research must be         statement reflecting the situa-
   conducted to enact a new set           tion pointing to the organiza-
   of actions within the organi-          tion’s management model.
   zation led by management to            Doing so mitigates the knee
   improve the overall relation-          jerk reaction to apply actions
   ship between the company and           against each of the areas vs.
   its workforce. Reassess your           developing an overall strategy.
   research instrument to see if
   it’s action oriented.                • Recognize the real audience.
                                          It’s not employees! The
3: Myopic - So much engage-               real audience is leadership!
   ment research places the               Engagement is an outcome
   respondents - employees - in           of the company’s current
   a proverbial box in terms of           management model. At a
   their ability to answer holis-         minimum, the model needs
   tically. For example, this             to be recalibrated to deliver a
   question tends to pop up a lot         more engaged workforce. If
   on surveys, “what types of             you believe employees are the
   content would you like on our          audience, then all the effort is
   portal that would lead to your         communicating results of the
   increased involvement in the           survey back to them instead of
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way



  fixing the areas they identified.     The Real Value
                                        Establishing and maintaining
• Make Engagement a senior              engagement internally is all
  leadership priority! Once             about integration and alignment.
  the results are in, have senior       IN the end, research is meant
  leaders brief the organization on     to identify the areas in which
  the findings and the solutions.       engagement is being thwarted or
                                        advanced by the organization’s
• Be consistent: implement              management model or how it
  these surveys at least once a         operates the enterprise. .
  year. Once every other year
  is OK as long as you have             The results of any research
  mechanisms in place to gather         must be dissected and shared
  feedback in the intervening           among all key functions so that
  years. One communicator               a proper solution can be devised
  interviewed above says his            and enacted. Having individual
  organization implements “mini         groups or teams run around
  surveys” in the years between         implementing tactics without
  more extensive surveying.             any cohesion is a waste of time
                                        and resources leaving employees
• Be objective: for many compa-         confused and cynical and the
  nies, it makes sense to engage        business itself less than optimal.
  a third party to provide an
  additional perspective analyzing
  engagement surveys, to avoid
  bias and make employees more
  confident that their anonymity
  will be preserved.


• Finally… be level-headed:
  Almost as bad as ignoring
  feedback is responding too
  aggressively, too quickly.
  Take the time to truly assess
  the feedback and what it says
  about leadership’s effectiveness.
Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way




Edelman Change and Employee Engagement
is the global organizational (internal) change
communications consulting group of Edelman, the largest
independent public relations firm in the world and the
third largest overall. The mission of Edelman Change
and Employee Engagement is to advise and assist
organizations on strengthening the ability to implement
corporate strategy and initiatives through management
and employee engagement and effective communications
in order to build brands and achieve business goals.


The group provides distinctive expertise in organizational
effectiveness, culture transformation, strategy
implementation and accessibility, CEO transition and
positioning, internal branding, post-merger integration,
labor-management relations, internal communications
programming and research/measurement.


For more information, please visit:
www.change.edelman.com

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Essay engagement research edelman change

  • 1. ESSAY Edelman Change & Employee Engagement Why Engagement Surveys neither engage nor inform in a meaningful way T he Holy Grail for global business executives today is studies indicate less than 1/3 of employees globally are actively employee engagement. And engaged in their jobs. well it should be. Recent studies indicate that close to 85% of Engagement is about individual engaged employees (some behavior. People who have both studies as high as 88%) believe an emotional and intellectual they can positively impact bond to the organization. Disen- quality of their organization’s gaged employees not only products and services. The sad exhibit less than satisfactory truth though is that those same behavior as it relates to perfor-
  • 2. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way mance, they actually produce management, and the second less revenue for the business. approach is more often than not used as the impetus to establish It is for these reasons that meaningless “morale commit- leaders and communicators tees” or “culture task forces.” alike are spending signifi- cant resources to uncover the An Outcome Not a Goal elements of engagement. The reason for such misdirec- ‘‘ tion is that often organizations This is apropos to any discus- define “engagement” as a goal sion on engagement surveys or even a strategy when in fact, The reason for such because, in too many organiza- it’s an outcome. misdirection is that tions, they’re a colossal waste often organizations of time, either knowingly or Real engagement happens as unknowingly designed to tempo- a result of a number of inter- define “engage- rarily deflect attention from more related actions including but ‘‘ ment” as a goal or even a strategy when in fact, it’s meaningful dialogue. How so? Rather than do what not limited to: management behaviors; open and transparent culture; participatory decision- they’re supposed to do – serve as making; clear and consistent an outcome. a means for employees to advise communications; team-oriented leadership on the effectiveness project management; rewards of its management or operating and recognition efforts; and model – they instead get used compensation policies. by HR and communications departments to gauge morale Once engagement is defined and awareness. as an outcome, organizations can stop chasing their tail, so The workforce, sensing this, to speak, and move their focus generally responds in one of from symptoms to the cause. two ways: by telling manage- ment what it wants to hear, or Check out the employee engage- by truthfully professing any ment survey practices of some of ignorance or confusion about the leading management consult- the company’s strategic direc- ing and research firms, and you’ll tion. The first approach accom- see that these surveys usually plishes nothing positive beyond aren’t really conceived to engage a back-slapping opportunity for at all; they’re conceived to gener-
  • 3. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way ate statistically laden checklists don’t sugarcoat our results (for and metrics to provide manage- senior management). Our execu- ments with insight into the short- tives talk about the results often comings of their workforce. They and build engagement into our presume senior management enterprise targets.” The manager “knows all” and put the onus for adds that the company doesn’t improvement and performance on worry about measuring scores the general workforce. but rather, “participation in the ‘‘ survey and progress made… This isn’t a clarion call for the across the enterprise … If we abolition of engagement surveys. incented the score, associates . . . before even Quite the contrary: approached might fill it out more positively embarking on an properly – as a referendum on than they really believe.” engagement survey, leadership – and they can be ‘‘ commit to doing so for the right reason. . . highly valuable. The key, of course, is to approach them the right way. Actions Not Words An industrial company senior manager notes that conducted properly, engagement surveys Some enlightened organizations “can help you set your strategic do that already. Consider the approach by giving you a sense following input gleaned from a of what people are really doing variety of top-tier companies. not just saying.” Another senior We’ve left the identity of these communicator from a manufac- senior managers anonymous to turing company concurs, observ- encourage their openness about ing that engagement surveys internal subject matter. can offer “a true sense of how committed people are” and Transparency how effectively management is “We’re proud of what we do: we leading – particularly related to view our engagement surveys the toughest issues facing the as a core strategic, competitive organization. edge,” says a senior communi- cator at a large manufacturing This manager notes that company. “We believe the more engagement surveys can also highly engaged our associates uncover cases of senior manage- are, the more productive they ment being tone deaf. After a are. We implement a new survey downsizing, for example, many every one or two years. We employees used the survey to
  • 4. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way voice displeasure that former through “morale committees” colleagues’ offices were left that put the impetus for change untouched – down to empty on employees, but through new coffee cups still sitting on the approaches to engaging desks. “It was bizarre,” he notes, employees’ minds and hearts. and employees weren’t happy about it. The survey offered a “It’s not about hearts and safe haven for employees to raise flowers,” says a senior commu- ‘‘ the subject – not a communica- nications officer at an industrial tions issue, per se, but one that company. “It’s about shoring up absolutely impacted engagement. gaps. Employees need to know It’s not about hearts that the feedback they provide and flowers ... It’s about shoring up gaps. ‘‘ Respond vs. React A senior communicator at a healthcare company remarks results in real action.” A New Approach that his large organization Before identifying what to do – senior communications officer approaches near 100% participa- to improve engagement at your tion in its engagement surveys organization, here are three because it “explains why they’re things to avoid when developing important” so employees will research: take the time to complete them. In a very telling comment, he 1: Ill-designed - Check your says that, “you’ve got to be questions and determine if prepared not to be surprised the answers actually provide or shocked: You’re not in the any insight into how people trenches every day.” Further, behave. Many engagement “You’ve got to be prepared to surveys only address what do something” with the infor- people say about involvement mation these surveys generate. or communications or knowl- edge sharing or collaboration. Bingo! That’s the crucial point: For example, engagement before even embarking on an surveys typically ask “what is engagement survey, commit to the best way to receive infor- doing so for the right reason: to mation about the company’s gather useful, previously unknown strategy or direction”, and and under-considered informa- more often than not, the tion that senior management typical response from employ- will absorb and respond to! Not ees is ‘though my manager/
  • 5. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way supervisor.” However, in organization?” The responses today’s matrix-structured to this question often cite organizations, interaction with “more information on our managers is often limited or vision, strategy, priorities, muted due to reporting lines etc.” However, employees and organizational design. may or may not even be Without a major overhaul in going to the portal with any such things, this is not helpful. regularity as to know what’s Rather, have the survey ask already there. about the interactions with Six ways for your Engagement managers/supervisors taking Surveys to Mean Something: place today and how they • Above all, instead of just might be improved. This will tracking and reporting on provide insight on thing that engagement across a spectrum can be changed. of areas such as “management interaction” or “adherence to 2: Action Dis-Oriented - Again, values” compile an overall the survey or research must be statement reflecting the situa- conducted to enact a new set tion pointing to the organiza- of actions within the organi- tion’s management model. zation led by management to Doing so mitigates the knee improve the overall relation- jerk reaction to apply actions ship between the company and against each of the areas vs. its workforce. Reassess your developing an overall strategy. research instrument to see if it’s action oriented. • Recognize the real audience. It’s not employees! The 3: Myopic - So much engage- real audience is leadership! ment research places the Engagement is an outcome respondents - employees - in of the company’s current a proverbial box in terms of management model. At a their ability to answer holis- minimum, the model needs tically. For example, this to be recalibrated to deliver a question tends to pop up a lot more engaged workforce. If on surveys, “what types of you believe employees are the content would you like on our audience, then all the effort is portal that would lead to your communicating results of the increased involvement in the survey back to them instead of
  • 6. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way fixing the areas they identified. The Real Value Establishing and maintaining • Make Engagement a senior engagement internally is all leadership priority! Once about integration and alignment. the results are in, have senior IN the end, research is meant leaders brief the organization on to identify the areas in which the findings and the solutions. engagement is being thwarted or advanced by the organization’s • Be consistent: implement management model or how it these surveys at least once a operates the enterprise. . year. Once every other year is OK as long as you have The results of any research mechanisms in place to gather must be dissected and shared feedback in the intervening among all key functions so that years. One communicator a proper solution can be devised interviewed above says his and enacted. Having individual organization implements “mini groups or teams run around surveys” in the years between implementing tactics without more extensive surveying. any cohesion is a waste of time and resources leaving employees • Be objective: for many compa- confused and cynical and the nies, it makes sense to engage business itself less than optimal. a third party to provide an additional perspective analyzing engagement surveys, to avoid bias and make employees more confident that their anonymity will be preserved. • Finally… be level-headed: Almost as bad as ignoring feedback is responding too aggressively, too quickly. Take the time to truly assess the feedback and what it says about leadership’s effectiveness.
  • 7. Why Engagemnet Surveys neither “engage” nor “inform” in a Meaningful Way Edelman Change and Employee Engagement is the global organizational (internal) change communications consulting group of Edelman, the largest independent public relations firm in the world and the third largest overall. The mission of Edelman Change and Employee Engagement is to advise and assist organizations on strengthening the ability to implement corporate strategy and initiatives through management and employee engagement and effective communications in order to build brands and achieve business goals. The group provides distinctive expertise in organizational effectiveness, culture transformation, strategy implementation and accessibility, CEO transition and positioning, internal branding, post-merger integration, labor-management relations, internal communications programming and research/measurement. For more information, please visit: www.change.edelman.com