[Make a copy] Transition Approach Workbook
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Hi! This workbook is for you! Make a copy and then feel free to make it your own.
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How our most successful customers use the workbook:
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1. First, add your previous survey to the Previous Survey tab
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2. Review our engagement template to familiarize yourself with the items
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3. Match similar themes of items, and move the template item over to Column C of the Previous Survey tab
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4. Decide if you'd like to focus on maintaining historical trend or receiving an industry benchmark,
follow the instructions below starting with that label.
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If focusing on maintaining historical trend:
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1. Add your previous survey items to the Workbook tab
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2. Remove any questions that you found weren't helpful last go round or are not up for discussion anymore.
Flag these for removal by using strikeout and write why in the rationale column (this helps when you
have other stakeholders)
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3. Next, add items from the template if there is a theme that appears to be missing from your previous survey
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If focusing on receiving an industry benchmark:
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1. Add the engagement template to the Workbook tab
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2. Identify any template items that don't fit with your culture, you're not ready to hear the answer to, or are not
open for discussion. Flag these for removal by using strikeout and write why in the rationale column
(this helps when you have other stakeholders)
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3. Next, add items from your previous survey if a theme appears to be missing for our template and you'd like
to continue measuring it (things you've taken action on since the last survey are good to keep so you can see
if improvements have been made)
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Not quite done yet...
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If an item came from your previous survey, put a Y in Column D of the Workbook tab, if it came from our
template, put a Y in Column E. This will help you keep track of changes!
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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 enagegement surevy 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.
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