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Designing and Using Organizational Surveys: A Seven-Step Process

Год выпуска: 2001
Автор: Allan H Church

Synopses & Reviews

Publisher Comments

Designing and Using Organizational Surveys provides organizational practitioners with a clear and practical working guide to designing and implementing successful organizational surveys. Drawing on their extensive consulting experience, authors Allan H. Church and Janine Waclawski present a concise seven-step model that covers the entire survey process from its conception to evaluation and-perhaps more importantly-to making the results meaningful and achievable for the future of the organization. Their highly pragmatic approach pays special attention to the political and human sensitivities inherent in the process and clearly shows how to overcome the many potential barriers to conducting a successful survey.

"In my view, this book is simply the best, A to Z resource for organizational survey and assessment practitioners available. . . . A fresh and lucid perspective that inextricably links theory and practice. Comprehensive and practical, the seven-step process approach provides a closed-loop blueprint for designing and implementing organizational surveys that work!"
Salvatore V. Falletta, manager, global HR research, Intel Corporation

"The many tools that Church and Waclawski offer alone make this book a treasure chest. . . . A considerable array of figures, examples, and samples that are helpful to the experienced and inexperienced practitioner (and consultant), including sample scripts and content for communications and focus groups."
David W. Bracken, partner, Mercer Delta Counseling, LLC

"A great primer on organizational surveys. Church and Waclawski integrate into their approach to surveying both the science of the field and the art of practice in dynamic organizations. . . . Will provide valuable discussions among even the most seasoned professionals as well as insight for those just starting out in the field."
Karen B. Paul, manager, HR Measurement Systems

Review

"In my view, this book is simply the best, A to Z resource for organizational survey and assessment practitioners available. . . . A fresh and lucid perspective that inextricably links theory and practice. Comprehensive and practical, the seven-step process approach provides a closed-loop blueprint for designing and implementing organizational surveys that work!" (Salvatore V. Falletta, manager, global HR research, Intel Corporation)

"The many tools that Church and Waclawski offer alone make this book a treasure chest. . . . A considerable array of figures, examples, and samples that are helpful to the experienced and inexperienced practitioner (and consultant), including sample scripts and content for communications and focus groups."(David W. Bracken, partner, Mercer Delta Counseling, LLC)

"A great primer on organizational surveys. Church and Waclawski integrate into their approach to surveying both the science of the field and the art of practice in dynamic organizations. . . . Will provide valuable discussions among even the most seasoned professionals as well as insight for those just starting out in the field."(Karen B. Paul, manager, HR Measurement Systems)

Synopsis

The survey process is a highly complex and situationally dependent one, in need of careful management. If poorly designed and administered, surveys can create disappointment and even disaster. Little has been written so far for those responsible for designing and implementing surveys in organizations. These authors have drawn on their extensive consulting experience to develop a concise, pragmatic, seven-step model covering the entire process, from initiation, to final evaluation, to making the results meaningful to the future of the organization. They pay special attention to the political and human sensitivities concerned and show how to overcome the many potential barriers to a successful outcome.

Synopsis

While many books have been written about survey research methods, few have been designed to provide the organizational practitioner with a clear, concise, and pragmatic working guide on how to go about actually doing a survey-until now. Designing and Using Organizational Surveys offers a hands-on, seven-step process to guide professionals in human resource development, organization development, industrial-organizational psychology, training and development, and other related fields on how to conduct a successful organizational survey. Using a careful, reader-friendly approach illustrated with real-life examples from large-scale survey efforts, Allan H. Church and Janine Waclawski cover all of the critical decisions that must be made in order to conduct an effective survey. The authors review the major issues to be confronted at each stage of the process, examine the options, and suggest the appropriate action to take. They show how to put together a quality survey questionnaire, administer the survey, process and interpret the results, report the findings to the organization, and translate the newly acquired information into meaningful action. And they include practical checklists at the end of each chapter, information about technology application, approaches to action planning, and sensitive coverage of the inevitable political and human issues that arise throughout the process.

Description

Includes bibliographical references (p. 279-286) and index.

About the Author

ALLAN H. CHURCH is director of organization and management development at PepsiCo in Purchase, New York. He is also an adjunct professor at Columbia University and a distinguished visiting scholar in the College of Business, Technology, and Professional Programs at Benedictine University. Church is the author of numerous articles in professional journals and coeditor (with David Bracken and Carol Timmreck) of The Handbook of Multisource Feedback (Jossey-Bass, 2001).

JANINE WACLAWSKI is a principal consultant in the Management Consulting Services line of business at PricewaterhouseCoopers, LLP. She is an adjunct professor at Columbia University and has been an instructor in Hunter College at the City University of New York. Waclawski is a past recipient of the American Society for Training and Development's Donald Bullock Memorial Dissertation Award for her research on large-scale organizational change and performance.


Table of Contents

Tables, Figures, and Exhibits xiii

Foreword xvii
Allen I. Kraut

Acknowledgments xxi

The Authors xxv

Introduction 1

What Is a Survey? 4

A Brief History of Surveys 8

Contemporary Use of Surveys 10

Surveys in Contemporary Organizational Life 12

The Seven Steps to Effective Organizational Surveys 17

1. Step One: Pooling Resources 27

Setting Clear Strategic Objectives 31

Obtaining Commitment 38

Overcoming Resistance and Apathy 42

Maintaining Confidentiality 43

Deciding What Information to Collect 45

Balancing Priorities 46

Checklist for Step One 49

2. Step Two: Developing a World-Class Survey 51

Using a Survey Design Team 53

Gathering Preliminary Information 55

Identifying Key Issues 56

Discussing Your Findings 58

Drafting the Initial Survey Document 60

Piloting the Survey 84

Checklist for Step Two 87

3. Step Three: Communicating Objectives 89

The CPR Model of Organizational Communication 91

First Contact with Employees 96

Communicating the Survey 100

Sample Survey Introduction 106

Guidelines for Communicating to Employees 107

Recognizing Informal Systems 109

Checklist for Step Three 111

4. Step Four: Administering the Survey 113

Timing of Administration 114

Working with the Project Plan 116

Sample Versus Census 120

Methods of Administration and Data Collection 122

Paper Versus Electronic Methods: A Comparison 137

Response Rates 143

Learning While Doing 146

Checklist for Step Four 147

5. Step Five: Interpreting Results 149

The Role of Statistics 150

The Importance of Timing 154

Data Entry 159

Data Preparation 162

Item-Level Analysis 172

Conceptual-Level Analysis 178

Comparative Analysis 186

Content Analysis of Write-In Comments 193

Checklist for Step Five 199

6. Step Six: Delivering the Findings 201

Understanding the Roll-Out Process 203

Preparing the Survey Report 207

Balancing Expectations and Reality 225

Checklist for Step Six 227

7. Step Seven: Learning into Action 229

Using Surveys to Create Lasting Change 232

Barriers to the Transfer of Ownership 233

A Commitment to Action 239

Four Approaches to Survey Action Planning 241

Five Critical Factors That Determine the Success of Survey Action Planning 258

The Action Planning Process 259

Linking Survey Results to Other Measures of Performance 267

Building Systems for Evaluating Success 271

The Evolving Role of the Survey Practitioner 272

Checklist for Step Seven 276

References 279

Index 287



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