Pulse Workbook
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Hi! This workbook is for you! Feel free to make it your own.
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How our most successful customers use the workbook:
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1. Add your previous survey to the Workbook tab
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2. Identify which items you have focused on by marking in Column D
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3. Add the actions you took to improve that focus into Column E
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4. Now you're ready to start drafting!
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In the Final tab, you should create a survey that includes:
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Your outcome index (typically Engagement items)
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Your focus areas. We recommend the exact items so you can do an apples to apples to comparison.
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Add custom items referencing the actions you've taken. For example, if you've implemented team Trello
boards to increase visibility, you might add the item "The team trello boards have improved my visibility of
what others are working on." Sometimes you can use the formula "The [action] has improved my [factor]"
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• Add Action items, to see if there are hotspots where the survey has not been discussed or action has not taken place.
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If applicable, add any other key drivers that you’re keeping an eye on or considering focusing on next, if the
results have shown an improvement in your original focus area.
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Not quite done yet...
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If you have questions about which items will be benchmarked, reach out to support.
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Now you're ready to head on over to the Culture Amp platform to create your survey.
Use the engagement survey template to save time.
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Once you're all set in the platform, reach out to support@cultureamp.com for a pre-launch review
(to confirm your survey is configured properly in the platform) 3 days before launch, this gives us time to
resolve any issues that might come up. This is also a good time to request your benchmarks to be loaded.
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