Active XL Results Training 2010 Engagement Survey 1.
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Active XL Results Training
2010 Engagement Survey
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Objectives
• Learn how to download reports• Understand how to use Active XL file• Be able to review engagement results• Begin preparing for 2010 engagement results
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Agenda
• Overview• Active XL Results Reports• Group Discussion
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Overview
2010 Engagement Survey
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BJC HealthCare Engagement IndexCREDIBILITY• I believe strongly in the goals and objectives of this
organization. • I fully support the values for which this organization
stands.
CONTRIBUTION - EXTRA EFFORT• This organization energizes me to go the extra
mile. • I work beyond what is required to help this
organization succeed.
CONNECTION• I would recommend this organization as a good
place to work. • I am proud to be associated with this organization.
CONTRIBUTION - STAY• It would take a lot to make me look for another
employer. • At the present time, are you seriously considering
leaving this organization?
CREDIBILITY CONNECTION
CONTRIBUTION
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Survey Process Overview
Receive and Understand
Clarify and Prioritize
Create Action Plans
Monitor and Share Progress
Communicate with Our Employees
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Survey Logistics
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Survey contains 60 items measuring 12 categories
Development & Opportunity Adequate training, development opportunities, recruiting & retaining talent
Diversity Support for diversity
Employee Engagement Connection, contribution, credibility
Immediate Manager Clear, effective communication and performance feedback
Integrity and Patient Safety High ethical standards, safety ensured
Leadership Encouraging style, effective communication, clear vision
Operating Efficiency Tools and resources, timely decisions, effective work practices
Service Excellence Responsive to patient needs, high regard by patients
Teamwork / Working Relationships
Cooperation, competence, and respect
Total Rewards Pay, benefits, managing performance
Work / Life Balance Flexible schedule, sufficient staff
PERS Proactive Employee Relations
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Engagement Survey Definitions• Engagement: Engagement refers to employees’ belief in and support for the
organization’s goals and values, pride in working for the organization, willingness to work beyond expectations to help the organization success, and intent to stay for long tenure.
• Category: Items with common themes are grouped into categories. There are 12 categories in the 2010 survey.
• Item: Any question or statement in the opinion section of the survey. There are 60 items in the 2010 survey.
• Engagement Score: Percentage of favorable responses on the engagement category ranging from 0 to 100.
• Active XL Report: Microsoft Excel file that contains the engagement results for your area(s).
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Engagement Survey Definitions• Favorable Response: Employee opinion rating that is positive or complimentary. For
most items, this includes those who chose the “Agree” and the “Tend to Agree” responses.
• ? Response: Employee opinion rating that indicates a lack of knowledge on a particular topic or issue, ambivalence, or irrelevancy to the employee. These responses can be meaningful themselves and should not be ignored when reviewing results.
• Unfavorable Response: Employee opinion rating that is not positive or complimentary. For most items, this includes those who chose the “Disagree” and the “Tend to Disagree” responses.
• Statistical Significance: Measure of confidence in the difference between two scores that are being compared. Statistically significant differences represent real differences that are not likely due to chance.
• Response Rate: The number of employees that completed a survey compared to the total number of employees in the particular area.
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Engagement Survey Definitions• Key Drivers of Engagement: Categories and items that have the strongest impact on
employee engagement. • Top box : The highest positive response choice offered for a question. • Benchmark: 2010 survey result compared to another population. The number of
benchmarks will vary depending on your particular area.• Towers Watson High Performance Norm: Weighted average of employee survey results
from a cross-section of organizations with high engagement and strong financial performance.
• Towers Watson Healthcare Norm: Weighted average of employee survey results from healthcare companies in the U.S.
• Towers Watson National Norm: Weighted average of employee survey results from a cross-section of industry sectors in the U.S.
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Active XL Results Report
2010 Engagement Survey *
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* Note that the screen shots contain 2009 survey data. The final 2010 active excel files may differ
slightly from these screen shots.
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Downloading Reports
• Users will receive an email from Towers Watson with the URL link and password information.
• HR will be responsible for distributing reports to the necessary leaders.
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User Name
Password
New User section is not relevant for BJCAll Users
will sign in as existing users
Enter Email and Password
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Downloading Reports
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Select “2010 Your Opinion Our Future”
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Downloading Reports
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Click save to download the report
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Opening Active XL
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Click “Options” to Display Security Alerts
Click “Enable this Content” to Enable Macros
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Opening Active XL
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Click “Continue” to Open the File
Note: The file will flash through the various screens when opening.
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Opening Active XL
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First click “Exit” to View Data
Second click “Continue” to view options
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Beginning to View Results
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Beginning to View Results
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Main menu bar available in 2003 Excel only
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Introduction and User Guide
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Click “Introduction and User Guide” for directions and information about the active excel file
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Introduction and User Guide
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Summary Category Scores
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Click “Summary Category Scores”
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Summary Category Scores
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Click “Primary Group Scores Only”
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Summary Category Scores
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Click “Difference from Benchmark”
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Benchmark Grid
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Click “Benchmark Grid”
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Benchmark Grid
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First, choose your Benchmark Comparisons
Next click “Update Display”
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Benchmark Grid
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Click here to include values in your chart
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Top or Bottom Items
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Click “Top or Bottom Items”
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Top or Bottom Items
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Choose” 5” and “Top”
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Top or Bottom Items
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Click “5” and “Bottom”
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Top or Bottom Items
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Click “Difference From Benchmark”
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Items By Category
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Click “Items By Category”
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Items By Category
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Click to select a category
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Items By Category
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Click “Compare to Benchmarks”
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Items By Category
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Benchmark Data provided here
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Items By Category
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Click “Breakdown By”
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Items By Category
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Double click the item to view detailed responses
A screen will appear with the full set of responses for the item
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Items By Category
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Click “Favorable Bar”
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Benchmark Summary for Items
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Click “Benchmark Summary for Items”
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Benchmark Summary for Items
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Click “Select Benchmarks”
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Benchmark Summary for Items
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Click “Select Benchmarks”
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Benchmark Summary for Items
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Click “Go To Breakdown By”
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Single Item Slide Maker
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Click “Single Item Slide Maker”
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Single Item Slide-Maker
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Category Breakdown Matrix
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Click “Category Breakdown Matrix”
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Category Breakdown Matrix
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Category Breakdown Matrix
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Item Breakdown Matrix
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Click “Item Breakdown Matrix”
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Item Breakdown Matrix
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Item Breakdown Matrix
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Key Drivers of Engagement
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Click “Key Drivers of Engagement”
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Key Drivers of Engagement
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Summary Report
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Click “Summary Report”
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Summary Report
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Group Discussion
• Now that we have reviewed the functionality… • How do you plan to utilize the active excel file
in 2010?• Which views would you analyze first?• Which areas would you emphasize?
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Pop Quiz!• When will results be available?• How do I access my results?• What is a benchmark?• Which benchmarks are most relevant?• What does the favorable score represent?• How can I view my highest item scores?
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Pop Quiz!• How can I view categories in comparison to
benchmarks?• How do I view the items that had the greatest
improvement from the previous year?• Why do the scores not always add up to 100?• Why do my category scores change when I
compare to a benchmark?
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Begin Preparing for 2010 Results
• Use your 2009 active excel files to practice• Become familiar with the file and your 2009
results
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Review/ Summary
• Active excel results files available by November 5th
• HR will distribute results to necessary leaders• HSOs communicate results• Action Planning Tool available December 9th
• Engage leaders and employees with engagement!
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Group Feedback
• We want your feedback!
• Please fill out the feedback sheet and provide suggestions for improvement