OVS Setup & Customization

This article lists what you might want to collect from your client to setup the Organizational Vital Signs and make the most out of the tool.

Organization:
URL to download the organization’s logo: (optional)
Special instructions for test takers:
Demographics: (question and possible answers, recommend 6 or less answers per question):
Additional questions: (open text or rating scale)
TIMELINE ↓
Survey online by:
Heads up announcement date: (by whom?)
Survey announcement date: (by whom?):
Survey Reminder/Extension: (by whom?)
Survey close on:
Report needed by:
Debrief session(s) on:
Who should receive the report:

Example Demographic Items:

Which department are you in? (Sales/Marketing, Ops/Plant, Admin/Support, SLT)

Where are you based?

What job classification do you hold?

What type of employee are you?

What’s your product / service focus area?

How do you identify racially? (Black, Latinx/Hispanic, Asian, Indigenous, White, Biracial or Multiracial, Not listed or prefer not to answer)

What gender identifier do you use? (Female; Male; Nonbinary, Fluid or Trans; Not listed or prefer not to answer)

Example Custom Items:

o If you could tell the CEO one idea to improve the company, here’s your chance – what do you want to tell ___(name)? (open)

o Which of our core values are we most successfully bringing to life in the organization? (list: loyalty, integrity, people, growth, value)

o Which of our core values are we least successfully bringing to life in the organization: (list: loyalty, integrity, people, growth, value)

o In regards to the previous question, what’s one way we could improve this? (open)

o The national sales office effectively supports field reps (rating)

o The sales reps effectively dialogue with office staff (rating)

o The national office supports you to be successful (rating)

o We are one organization with one shared mission (rating)

o My direct supervisor lives up to the organization’s values (rating)

o My direct supervisor consistently enforces policy (rating)

o When we say ____ (slogan) here, we really mean it (rating)

o As an organization, we are serious about our commitment to green business (rating)

o Please give an example of why you gave the rating above (open)

o I am appropriately included in decisions

o I understand our current strategy/direction.

o I agree with our current strategy/direction.