Survey Process

1.   Register. Registration should be completed by the person who will serve as the Survey Administrator for your survey. The Survey Administrator will be your organization's representative to monitor the survey process and will act as a liaison with BCWI regarding questions from your employees. We recommend that you obtain the commitment and involvement of your senior leadership before registering.

2.   Personalize. After registering and paying for the survey, you will receive an email instructing you to configure your survey. To do so, log into your organization’s administrative page with your email and the password you set up during registration. Your administrative page can be accessed from the "Login" link on our homepage.  Once logged in, click on the link "Survey Configuration" and complete two tasks:

-List your organization’s departments (up to 30). You may list any department or division within your organization that would be easily recognizable by your employees and that would provide you the most value in evaluating your employees' responses. Generally, listing departments or divisions consistent with your organizational structure is of the most value. This list is especially valuable for organizations with above 50 full time employees. Each division must have at least 5 respondents for the results to be reported in the department breakdowns therefore we ask that your department breakdowns have at least 7 staff. This is to protect the anonymity of your employees' responses.

-List up to five customized questions for your organization (optional). Customized question results will be included in your reports but will not be compared to any benchmark.

encourage employees

3.   Communicate Instructions to Employees. Before the start date of the survey, it is best to discuss the project with your executive team and inform your employees about the upcoming survey. We suggest beginning with a public announcement from your CEO or President. In addition, you will receive an email shortly before the start date providing instructions to begin the survey and a letter to send to all employees. The letter will include a link to the web site for the survey and an access code unique to your organization.

4.   Complete your Organization Profile. The organization profile can be accessed from your administrative page and should be completed concurrently with the employee survey. The form is designed so that you do not have to complete the entire profile in one session, but you can save it and continue later if needed. The Organization Profile gathers information on policies, procedures, benefits, mission, vision and financial results at your organization. Although most of the profile can be completed by a senior HR person, information from other parts of the organization may be required. This profile should take 30 to 45 minutes to fill out, plus time to research answers to the questions.

5. Monitor participation and progress of the survey by logging in to your Administrative  page where you will find daily updates on the number of surveys completed. If you configured your survey with departments or divisions, you will also be able to monitor the progress of each division.  In addition, weekly updates will be sent to the heads of each department to help them gauge the level of participation in their department.

6.   Encourage all employees to complete the survey. In addition to your public announcement to kick-off your survey, it is a good idea to provide some incentive for completing the survey.  Showing the surveys completed by department may spur people on to complete the survey as well. We recommend that you do not require completion by everyone. Such action may turn this into a negative task and affect your results.

7.   Review Reports. After survey completion you will be notified when the reports are ready to download.  Then when you log-in to your Administration page you can click on the "Reporting Center" link to download reports.

8.   Debrief with a BCWI Expert.  Contact us to set up an appointment for one of our consultants to go over your survey with your leadership team.  This free one hour phone consultation also includes action planning suggestions.

9.   Share Results with Employees. As soon as you have seen the results make the Overall Summary and list of Top 10, Bottom 10 pages available to all employees.

10.   Implement an Action Plan. Share the plans with your employees. It is best to include employees as much as possible in developing plans for improvment. Again, if you need assistance on how best to involve employees, please contact us.

11.  Utilize BCWI Coaching. Schedule a coaching session with a BCWI consultant to make sure you are on the right track with your action plans. We suggest these phone coaching sessions occur from 4-6 months after your debriefing. This is a new service we are offering to help your organization take full advantage of the feedback you receive from the survey - we want to see you succeed!