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                                          Engagement Report: Measure Engagement Scale

                                          Sogolytics’s Engagement Report simplifies engagement studies by measuring engagement levels, identifying and prioritizing focus areas for improvement, and delivering results that are presentation-ready and easy to understand.

                                          This report is designed to be used with an engagement project, a sample of which can be found in our Template bank. A typical engagement project includes the following elements:

                                          Overall engagement questions: This dimension includes multiple questions designed to measure engagement level, and responses are usually mandatory. Answers options are generally presented as a 5-point agreement scale. Results from this section will be used to show overall engagement scores.
                                          Engagement drivers: These dimensions measure factors that may impact engagement, including topics like communication, leadership, and environment. Answers options are generally presented as a 5-point agreement scale. Results from this section will be correlated with overall engagement.
                                          Demographics: These questions may include background items used in segmenting results, such as location or role.

                                          When your project’s out and results are in, here’s how to run this report:

                                          1. Select your project and click on Report.
                                          2. From the Report menu bar, click Special Reports and choose Engagement Report.
                                          3. First, define your participant group (e.g., employees) and the total number of expected responses.
                                          4. Click on Continue.
                                          5. Choose all the engagement questions in the project. At the bottom of the page, you will see the default engagement score ranges. To classify engagement levels differently, modify the ranges.

                                            • Engagement questions are those which measure each participant’s overall level of engagement.
                                            • Only rating question types like Matrix Grid, Rating Drop Down, Rating Radio Button, Rating Scale, Rating Scale Grid, Rating Drop Down Grid, Rating Radio Grid and Symbol Rating will be displayed here.
                                          6. Next, select your Driver questions.

                                            Driver questions ask about different aspects of your participants’ experience that may affect their engagement.

                                          7. To include engagement levels for additional questions, enable ‘Do you want to Specify Additional Questions?’. For example, you might like your final report to include a slide that shows both answers and engagement levels by tenure.
                                          8. Select questions and Continue.
                                          9. To break down engagement levels for a specific group, enable ‘Do you want to review engagement results broken down by specific groups?’. For example, you might want your report to include a slide that shows the engagement level breakdown for each department.
                                          10. Choose the group question from the dropdown and Continue.
                                          11. To include a complete report (both engagement level and focus areas) for specific segments of your participation enable ‘Do you want to generate group-specific reports?’.
                                          12. Enter the title for these segments (e.g., Location) and choose your segment question.
                                          13. As needed, click Add More to create multiple segment sets. When you’re done, Continue.
                                          14. To apply a filter to your report in order to view only a certain portion of responses, enable ‘Do you want to apply a filter on this report?’. Select an existing filter or create a new filter based on your preferred conditions.
                                          15. To create the final report, click Generate, then choose PowerPoint or Excel format to download your report.

                                          Report Details

                                          Your downloaded report will include the following elements:

                                          • A cover slide (PPT only).
                                          • Contextual slides explaining the project, results, and design (PPT only).
                                          • A stacked bar graph showing the response rate based on the maximum total provided.
                                          • Engagement section, including:
                                            • Engagement Scale Items: This horizontal bar graph displays every engagement question by weighted score (1-5), presented from highest to lowest score.
                                            • Level of Engagement: This stacked bar graph shows the breakdown of overall engagement among all participants. Engagement scores are classified as less engaged (<3.5), engaged (3.5 to 4.5) or highly engaged (>4.5).
                                          • Focus Areas section, including:
                                            • Contextual slide explaining the calculations that follow (PPT only).
                                            • Tables that display driver items for attention. Items are correlated to the engagement levels to classify focus areas as listed below:
                                              • Red (Primary Focus Area): These items have low ratings but a strong correlation to engagement. Improving scores here will likely increase engagement.
                                              • Yellow (Secondary Focus Area): These items are rated high and have a strong correlation to engagement. Celebrating these items will promote positive engagement.
                                              • Blue: These items are rated low but have a weak relationship to engagement. Improving scores will help to promote a positive work environment but will not have a major impact on engagement.
                                              • Green: These items are rated high but have a weak relationship to engagement. Continuing success in these areas is good but will not have a major impact on engagement.
                                          • Additional questions section, including:
                                            • A stacked bar graph displays the frequency by answer option.
                                            • A horizontal bar graph displays the breakdown by answer option selected as related to the respondent’s overall level of engagement.
                                          • Segments section, including:
                                            • A horizontal bar graph displays the breakdown of engagement levels for each segment.
                                            • For each segment, a stacked bar graph shows overall engagement level breakdown and a table highlights the segment’s drivers organized by color/priority focus area.
                                          • Analysis of composition: This section shows engagement level for every answer option of the selected question.