Steps to implement Pulse surveys
These simple steps get you started. The actual setup work only takes 5-20 minutes depending on the size of your organization.
❗️Remember to invite users and manage your groups before the pulse survey is launched.
This article only covers the setting up and editing of Pulse surveys. Click below to find our articles on responding to surveys and reading the results:
Set up or edit the Automated Pulse survey
Navigate to Pulse -> Automated.
If it's your first time you will see a button to “Start designing your pulse questionnaire”.
On the Schedule page you can configure the following four aspects of pulse survey:
1. Choose the frequency of pulse surveys: weekly, bi-weekly or every 4 weeks. Surveys are designed for quick answering (25 seconds on average) to encourage a routine of answering every 1-2 weeks. Our customers consistently get 70-90% response rates even to weekly surveys.
2. Choose the start and end times of each survey. The default settings are based on our learnings: people are more likely to respond towards the end of the week, and it’s recommended to close the survey before the end of the week to create a concrete deadline which cannot be postponed over the weekend.
3. Choose which questions are included in your surveys. We always suggest starting with the default questions because these have been extensively researched and we continuously validate them against statistical analysis with a 3rd party.
Review the summary which describes how the surveys will operate with the settings you selected. In our example surveys are done every week, with 6 questions per survey and a total of 41 questions covered at least once every 7 weeks.
4. Preview how the first few pulse rounds will look like. If everything looks as planned, you can click Save (or “Start pulse now”) at the bottom right of the page.
❗️ You can manually edit the next pulse survey round by clicking Select questions underneath "Edit next pulse survey".
Adjusting Pulse Settings
At Pulse -> Settings you can find all the visibility settings for pulse results and comments. We suggest to stick with the defaults to get started and then move to tweaking your visibility based on what seems good for your organization.
The Settings include:
(1) Show pulse results of all groups to:
This allows to increase visibility of pulse results and comments for all users.
Each user will always see the ALL results and results of Groups they belong to.
This visibility is limited by setting (3).
(2) Hide pulse results in groups with:
Increase / decrease visibility based on group size.
(3) Pulse comments can be made visible to:
Limit the extent of which comments can be made visible.
(4) Default option for pulse comment visibility when user adds comments:
Set the default option which will be displayed for comments.
Note that the user can choose to change the selection based on how they wish to share the comment.
This option is limited by setting (3)
Communicate internally
No matter if you are just initially testing Teamspective with a smaller team or if you are already planning a full launch to your whole organization, communication is key!
Roll-out of any new tool or process can only be successful if everyone gets a clear understanding of:
Why is this change happening?
What is the expected benefit?
What is an individual expected to do and by when?
Optional but often good practice is to also mention what other approaches/solutions/benefits were considered but not prioritised.
We have created templates to help you prepare the communication: