Best Practices

Each point is concise, practical, and aligned with survey design and reporting principles.

Surveys

• Run a Baseline survey annually to set benchmarks.
• Use Pulse surveys between baselines to monitor progress on key initiatives.
• Combine specialized surveys with baselines or pulses to explore emerging topics.

Question Types

• Use eNPS to track basic sentiment.
• Pair Written Response questions with Likert questions to capture sentiment and context together.
• Limit ranked or multiple-choice questions to keep surveys efficient and avoid survey fatigue.

Templates and AI Survey Builder

• Start with Be Heard templates for consistency and proven structure.
• Adapt templates to reflect company language and culture before distribution.
• Save custom versions as company templates for recurring use.
• Use the AI Survey Builder for quick drafts, then review and refine for tone and clarity.
• Phrase custom Likert questions so the wording clearly reflects the sentiment you want to track, ensuring results can be trended accurately.

Dimensions and Attributes

• Standardize naming for dimensions (e.g., department, tenure) to prevent duplicates.
• Review and update attributes regularly to reflect organizational changes.
• Apply filters in reporting to uncover differences across groups.