Run a manager effectiveness engagement survey

Manager effectiveness engagement surveys allow you to formally evaluate Manager Effectiveness within your organization by gathering anonymous feedback from employees about their direct manager based on how they live out 15Five's Manager Effectiveness Competencies. You can hold a stand-alone manager effectiveness engagement survey or include the survey in a larger engagement campaign. Data from these assessments, which can be held as stand-alone engagement surveys or included as part of larger engagement campaigns, can be included in your organization's Manager Effectiveness Indicator (MEI) configuration. This article walks through how to create a manager effectiveness engagement survey. 

In this article, you will learn...

• How to create a manager effectiveness engagement survey
• Reporting options
• Survey statements

Create a manager effectiveness engagement survey

1. Click Surveys in 15Five's main, left-hand navigation, then select Engagement,
   
2. Click "Create campaign' in the Campaigns section.
   
3. By default, our recommended Total Engagement survey grouping is added to your campaign, which includes our Manager Effectiveness survey. If you are looking to run only a manager effectiveness survey, or want to add these eight statements to your campaign, click on Add Survey.
   
4. Select Manager Effectiveness Survey from the list of surveys on the right-hand side of the screen.
   
5. After ensuring that the manager effectiveness survey is included in your campaign you will complete the rest of the information to complete campaign creation.
6. Next, you will name your campaign.
   
7. In the "Who do you want to participate" section, you will be determining who (all employees or specific groups) should receive the survey, as well as if anyone should be excluded. By default, new employees will be automatically included in the campaign up until the start date. Click on view participants on the right to see who will be receiving the survey based on the input settings.
   
   
   
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   Note

   You have the option to exclude employees by hire date or name and/or create a "targeted" campaign for only members of specific groups. Learn more.

8. Next, you will select a feedback filter. To protect the confidentiality of survey participants, open-ended question answers collected from any survey in a campaign can be filtered by one group type. Use this section to select the group type you would like to view comments by.
   
9. In the last section, you will update key information, including whether or not it will repeat, notification type, and the campaign's schedule.
   
   Start and End Date

   Use the date/time fields to customize when the campaign will be sent to participants and when responses will be cut-off.
   

   Decide Whether or Not You Want The Campaign to Repeat

   You can select whether or not you'd like the campaign to repeat. By default, surveys are set to repeat every 90 days, but within the campaign creator, you can choose not to repeat the survey, or change how often you want it to repeat.
   
   

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   Note

   When you set up a recurring campaign in Engage (like a campaign that repeats every 90 days), the system automatically creates the next campaign as soon as the current one eds. If you want to stop these recurring campaigns, here's what you need to do:
   
   1. Wait for the current campaign to finish.
   2. Once the system creates the next campaign, go in and delete that newly created campaign.
   3. Deleting this newly created campaign will stop the recurring campaign from being created moving forward, meaning that 15Five won't automatically create any more campaigns (based on this particular campaign) after that.
   
   This method keeps the settings and data from your original campaign intact while stopping future automatic campaigns.

   Customize Notification Type

   Next, select how you want notifications to be sent to participants. Options are email, SMS, or email and SMS.
   

   Customize Notification Schedule

   Here, you can customize the dates and times the notifications will go out to participants. When you set the start date for your campaign, we will automatically add dates and times for the five notifications, which employees will get at the scheduled time. This is the default and recommended cadence, and organizations using this cadence average an 82% response rate. Only non-respondents will receive reminders.
   
   If you notice that participation rates are falling behind, or you just want another reminder to hit the inbox of someone who has yet to respond, click on "Add notification" and add your desired notification to the schedule. You can also use the "Send test notification" to ensure deliverability of the survey.
10. The final step for creating the survey is to click "Confirm campaign" at the top of the page!
    
11. You will be met with a prompt to ensure that you are ready to confirm the campaign, meaning that the campaign will launch at the scheduled date and time. If ready, click "Confirm campaign."
    

Reporting options

Upon survey completion, you can view a breakdown of statement responses or use the MEI Heatmap in the "Factors" tab of the 15Five's Manager Effectiveness Dashboard to see how manager sentiment is trending across your organization. Manager effectiveness survey results can also be pulled into your organization's Manager Effectiveness Indicator configuration to measure manager effectiveness in your organization.

Survey Statements

The manager effectiveness survey contains the following 8 statements that are correlated to manager effectiveness competencies. Participants are asked to reflect on the following statements on a five-point scale from strongly disagree to strongly agree. These statements cannot be altered, as they're used for benchmarking.