Tools & Strategies for Business Excellence

Sample Employee Survey

Location 1 (Name)
Location 2 (Name)
Location 3 (Name)

1. How well does the Agency communicate its goals and strategies?

Excellent
Good
Fair
Poor

2. Are employees recognized as individuals?

3. Are you asked to give input in areas that affect your job?

Yes
No
Sometimes
Unsure

4. How does management communicate the information you need to do your job?
(check any that apply)

4a. How could communication be improved?

5. Please rate your manager on the following:

	Poorly		Very Well
	1	2	3	4	5
a. Discusses your department's performance with you
b. Discusses your job performance with you
c. Gives you credit for you accomplishments
d. Helps you set goals so you can receive promotions or pay increases

6. Do you think that your level of pay is fair, given your experience, skills and performance?

Yes
No
Unsure

7. Do you have the necessary tools to do your job? (check all that apply)

A written job description detailing the specific responsibilities that are included in your job?
An Agency manual detailing general agency policies and procedures?
Written standardized procedures for handling new business, renewals, invoicing, etc.?
Technology that supports the business processes?
Pleasant, functional work area?

8. Please rate how well the Agency does in the following categories:

	Poorly		Very Well
	1	2	3	4	5
a. The service staff consistently follows established procedures?
b. Producers consistently follow follow established procedures?
c. Agency effectively uses available automation to support the Sales processes?

9. Please rate how well the Agency supports training and development in the following areas:

	Poorly		Very Well
	1	2	3	4	5
a. Training and orientation for new employees
b. Continuing Education for license compliance
c. Ongoing, planned training to build expertise in the current job
d. Training for personal and career growth

10. On a scale of 1 to 10, how busy are you on a day-to-day basis performing your job?
11. Is the workload equitably distributed in the agency?

Yes
No
Unsure

11a. If the workload is not equitably distributed, where do problems occur?

My department
Another department in the agency
Several departments and/or the agency in general
Other. Please specify.

12. Rate the level of teamwork in the Agency.

Excellent
Good
Fair
Poor

13. Describe the general morale of the employees at this time.

High
About Normal
Low
Awful

14. How motivated are you to help the Agency succeed?

Very motivated
Somewhat motivated
Somewhat unmotivated
Not at all motivated

15. Within the past year have you thought seriously about leaving the agency?

Yes
No
Unsure

15a. Why did you think about leaving?

15b. Why have you chosen to stay?

16. Do you still want to be working at this company five years from now?

Yes
No
Not sure

17. Would you recommend the agency to friends and relatives as a good place to work?

Yes
No
Unsure

17a. If not, why?

18. What are the three best things about working here?

19. What could be changed to make working at the agency even better?

20. Please provide any additional information you would like to share about working at THIS Agency. (The text box will accommodate longer answers.)

Prepared by: Transformation Advisors, Inc.