Transform Feedback Into Action: Engage Stakeholders by “Rolling Out” Results
Dr. Melissa Matarazzo, Studer Education Leader Coach
Healthy organizations consistently monitor critical data like the engagement of staff and satisfaction of internal and external stakeholders. Often this is accomplished with the use of surveys administered to stakeholders of the organization. The key to these surveys is not the data itself. The key is how well leaders share the data with their staff and stakeholders and how well leaders communicate the action that will be taken based on feedback from the survey data. This transparent communication process is what we call “rolling out” results.
The better we communicate the results, the greater the opportunity we have to create a team approach to problem-solving.
– Maximize Performance | Quint Studer, MSE and Janet Pilcher, Ph.D.
This toolkit is divided into three sections, providing guidance about how to prepare for a rollout, what to do during a rollout meeting, and how to ensure action and communication occur after the rollout meeting.
When the survey is complete and the data have been collected and analyzed, you can begin the rollout process. The steps of the process are:
Prepare for the Rollout
Step 1: Train leaders on the rollout process
Step 2: Executive leader communicates the rollout process and timeline
Host Rollout Meetings
Step 3: Leaders roll out results to all stakeholders
Step 4: Stakeholders evaluate rollout meeting
Take Action and Communicate
Step 5: Leaders develop and communicate action plans
Step 6: Leaders celebrate wins and communicate progress
This toolkit focuses on the rollout process after a survey is completed, which is critical to achieving improvement in stakeholders’ experiences. Embarking on the rollout process requires leaders to act with courage, humility and genuine curiosity. Developing leaders to demonstrate these characteristics will foster the most powerful opportunities for improvement. With the right mindset as you approach the rollout, you can strengthen organizational culture through the process and as a result of the next actions selected. This makes the rollout process a “double strength” tactic with high potential for your organization’s continuous transformation.
Prepare for the Rollout
Inconsistent and optional training = inconsistent and optional results
– Quint Studer
A successful rollout depends on your planning and preparation. Once the survey is complete and the data are collected, train all leaders on how to explain the results of the survey and facilitate the development of an action plan based on the priority areas identified in the rollout meeting(s). Tool A is a sample agenda for leadership training, and this toolkit provides excellent content for the training session. For example, key words a principal might use about parent satisfaction survey results might include:
As an organization’s executive leader, you should be involved as this process begins to show your support of the survey process as well as its importance to the organization. Before next level leaders (supervisors, managers, team leaders) roll out their results, the executive leader begins by rolling out the overall results to the senior team and all leaders.
The executive leader will communicate the steps that will be taken by each leader in the rollout process. This demonstrates executive sponsorship as a visible part of the process and sets all other leaders up for success. Leaders also use video, podcast, email or other methods to preview information concerning the rollout process for each organizational location and stakeholder group.
Tool B provides a template for a written communication of this information.
Key items to include in this step include:
- Purpose of the survey
- Organizational participation and overall results
- Timeline for rollout process
- What stakeholders can expect in the rollout process
Host Rollout Meetings
Once the executive leader has introduced the rollout process, next level leaders should schedule meetings with their stakeholder groups to roll out the data. Ideally, all stakeholders are invited to attend the rollout meetings, and more than one meeting could be scheduled to include as many individuals as possible. If the rollout is being done during a regularly scheduled meeting, multiple meetings may not be needed. Tool C offers a sample memo to a staff group about participating in the rollout of employee engagement survey results.
Make decisions about the type of meeting, the number of meetings and how you want stakeholders to provide feedback. You can meet with large groups or small groups can work separately in a large group and then you facilitate a report-out. Prepare to use 3×5 cards or sticky notes to have individuals who do not want to speak out provide feedback and input. Think about what will work best with your stakeholders and the organization of the session that will allow people to provide the best input to ensure continuous improvement.
Before starting the meeting, take some time to prepare mentally for the rollout meetings. The discussions at these meetings are not personal; rather the information from these meetings should inform your practice and point you in the direction of continuous improvement. Prepare yourself by thinking proactively:
Communicate “why” you are holding the meeting. Sample statements include:
As a leader, it’s particularly difficult to roll out unfavorable results. Sample key words used by a leader with negative results on an employee engagement survey might be:
Remember the key is not just to present the results, but to allow stakeholder involvement in the discussion of the results. This is your opportunity to facilitate the conversation and allow the group to identify priorities and strategies for reaching the priorities. Please keep the following in mind:
- Avoid debating the data
- Listen, probe, listen
- Ask open ended questions
- Allow silence
- Encourage everyone to participate
- Do not agree to anything until you are sure you can do it
In the process of having more candid, mutually respectful conversations, your team will become more cohesive and able to work together more powerfully.
– Paul Axtell
Tool D provides the steps for rollout meetings and a space for you to script your approach. At a high level, the steps are:
- Invite team members to the Survey Results Roll-Out Meeting.
- Introduce and set up the meeting.
- Present overall organizational results, including 3 highest and 3 lowest scored items for the organization.
- Present the results from your unit reports.
- Engage your team in a conversation about the results, including the 3 highest and 3 lowest items or the results that show the biggest increase or decrease since the survey was last administered.
- Select an area to work on, ask for possible solutions, and then prioritize the one or two solutions to focus on.
Close the meeting by thanking your team, summarizing the meeting, evaluating the meeting, and identifying next steps.
By asking employees to evaluate the rollout meeting, you will accomplish three objectives:
- Hardwire the rollout process by holding leaders accountable.
- Provide stakeholders an opportunity to share additional feedback about the process from which the leader can learn.
- Monitor the success of the leader in the rollout process so the leader’s supervisor can provide additional coaching as needed.
At the end of your session, distribute an evaluation form (Tool E) to each participant to measure the effectiveness of the session. You may choose to leave the meeting setting and ask that the evaluations be placed in a sealed envelope and sent to your office.
Take Action and Communicate
Once agreement about the top opportunities for improvement has been reached and strategies to improve these areas identified at the rollout meeting, you will determine the highest priority action items (select 1 or 2 only) and place the items and actions in a written action plan to be implemented over the next 30-90 days.
Set a goal of improving one of the priority items and select 1-2 strategies identified in the rollout meetings to make improvement. Helpful approaches to short-cycle action planning and adjustment are included in our Return to Learn: Organizational Excellence and Improvement toolkit, and Tool F provides a simple template for the action plan. A sample action plan in response to a student engagement survey could be:
Post and share your action plan with stakeholders to document the value of their input and your commitment to improve. This can be accomplished by using a variety of strategies, like:
- Record a video message
- Write a newsletter article
- Report to the board
- Report on an organizational website
- Post paper copies in schools/ departments
- Communicate in existing meetings— an agenda item to explain rollout process and wins with the action plan
Check in weekly or monthly on the progress of that action plan and make adjustments to the actions as necessary. At each of these inflection points, communicate about your progress and what next steps you will take. For example, an executive leader might share the following about a support services survey action plan:
In the survey results and the rollout conversation, there will be information to celebrate. As you take action for improvement, you will also have wins to recognize. Report out at regular intervals on the success or the revision of the plan. Celebrate these successes as an organization and as individual schools/departments to sustain the team who is making new efforts and to remind stakeholders of your strong commitment to their satisfaction.
Summary and Final Tips
Again, the key to a survey is not the data itself. The key is how well you share the data with the stakeholders, how you communicate the action based on their feedback, and how you follow through with an action plan for continuous improvement. This process can be customized, but these actions create a systematic approach to drive results across your organization.
The following are some additional tips gathered from implementation of the rollout process in different organizations that you may find helpful.
- Seize the opportunity to report all future positive change as a result of the survey.
- Share survey success stories at employee forums/ board meetings/committee meetings.
- Provide a survey update in the newsletter: “You Asked For It, We Listened”. Connect the dots as often as possible to show actions that are a direct result of input.
- Keep survey return results high to sustain. Post return rate and thank stakeholders who participated.
- Require action plans from all principals, managers and directors. Without accountability there will be no change.
Resources and Additional Information
Axtell, P. (2019). Make Your Meetings a Safe Space for Honest Conversation. Harvard Business Review. https://hbr.org/2019/04/make-your-meetings-a-safe-space-for-honest-conversation.
Callaway Karr, E. (2020). Roll Out Survey Results With Employees. 9P by Studer Education. https://9principles.com/learning/results-rollout-employee-meeting/.
Studer Education (2020). Results Rollout: Why Every Organization Should Implement This Process. 9P by Studer Education. https://9principles.com/learning/implement-results-rollout/.
Studer, Q. & Pilcher, J. (2015). Maximize Performance: Creating a Culture for Educational Excellence. Firestarter Publishing.