The essentials
- An annual engagement survey takes one broad reading of how people experience work across the whole organisation.
- Thirty questions, six themes, five questions each.
- Use a five-point agreement scale: strongly disagree, disagree, neither agree nor disagree, agree, strongly agree.
What this survey is for
An annual engagement survey takes one broad reading of how people experience work across the whole organisation. It suits a yearly planning cycle, because the results arrive in time to shape budgets, manager training and the next set of priorities. It is the wrong instrument for tracking a single change week by week; use the quarterly pulse set for that.
Decide before you write a single question what you are willing to change. Role clarity, manager support, workload, recognition and development are all actionable. Asking about matters nobody can influence invites cynicism, and the employee engagement guide sets out the listening cycle this survey sits inside.
The core question set
Thirty questions, six themes, five questions each. Keep every theme if you want a comparable baseline next year. Cut whole themes rather than single questions, so the remaining averages stay meaningful.
Role clarity and purpose
- I understand what is expected of me in my role.
- I know how my work contributes to the organisation's priorities.
- My objectives are realistic for the time and resources I have.
- When priorities change, the reason is explained to me.
- I know what good work looks like in my role.
Manager support
- My manager gives me useful feedback on my work.
- My manager is available when I need a decision.
- My manager understands what my job involves day to day.
- My one-to-ones happen often enough to be useful.
- My manager follows through on what we agree.
Workload and resources
- My workload is manageable over a normal month.
- I have the equipment and information I need to do my job well.
- I can take my breaks and leave as planned.
- Deadlines are set with an understanding of the work involved.
- I can raise a capacity problem before it becomes urgent.
Recognition and fairness
- Good work is noticed in my team.
- Recognition here reflects actual contribution.
- I understand how pay decisions are made.
- People doing similar work are treated consistently.
- My appraisal reflected the work I actually did.
Development
- I have discussed my development in the past six months.
- I can see a route to the next step I want.
- I get time to learn, not only to deliver.
- My training reflects the skills my role needs next.
- Internal moves are advertised openly.
Trust and voice
- I can say what I think without worrying about the consequences.
- I believe action will follow this survey.
- Decisions that affect my work are explained.
- I would recommend this as a place to work.
- I trust the information leadership gives us.
Add one open question: "What single change would most improve your working week?" Keep it optional.
Response scale and scoring
Use a five-point agreement scale: strongly disagree, disagree, neither agree nor disagree, agree, strongly agree. Offer "not applicable" where a question may not apply, for example appraisals for someone who joined last month.
Report the percentage who agree or strongly agree, not an average of the points, because an average hides a split population. Publish the response rate beside every figure. A theme that improves while responses fall has not necessarily improved. Compare like with like: the same question wording, the same population definition, the same point in the operating year.
Adjust it for your sector
Each sector runs performance on its own rhythm, so the same question can land differently. Add the lines below to the core set and reword where the vocabulary does not match the work.
Professional services
Add "I can see how my chargeable work connects to client outcomes" and "Business development expectations are clear alongside my delivery work". Ask about utilisation targets by name, because they drive the experience of workload in professional services firms. Run the survey away from year-end billing.
Construction and property
Split reporting between site and office populations, because the answers usually differ. Add "Site conditions let me do my job safely" and "I know who makes the decision when drawings change". Keep the survey short enough to complete on a phone during a break, and give site teams a paper alternative.
Technology
Add "On-call expectations are reasonable" and "I understand how my work connects to the product roadmap". Ask about interruption, not just hours: "I have enough uninterrupted time for focused work". Expect strong opinions on tooling, so leave room for a specific open answer.
Banking
Add "I can raise a risk or conduct concern and expect it to be taken seriously" and "Mandatory training is scheduled with enough time to complete it properly". Keep the confidential route for conduct matters separate and say so in the introduction, because a survey channel is not a whistleblowing channel.
Healthcare
Add "Staffing levels let me give the standard of care I want to give" and "I can hand over safely at the end of a shift". Run it across a full shift pattern, including nights, and give rostered staff protected time to respond rather than expecting it after a shift.
Energy
Add "Safety concerns are acted on without blame" and "Shift rotations are planned far enough ahead for me to plan my life". For rotational offshore or remote-site teams, keep the window open for a full rotation cycle so nobody misses it.
Media and agencies
Add "Pitch work is resourced, not absorbed on top of delivery" and "Creative feedback I receive is specific enough to act on". Expect project-based peaks, so report by account or studio team rather than only by line manager in agencies and creative studios.
Public sector
Add "I understand how my service's objectives connect to this year's plan" and "Changes from policy decisions are explained to me in time". Use grade bands rather than seniority labels in the demographics, and publish the results in the same place as other staff survey reporting.
Education
Add "My workload across teaching, marking and duties is manageable in term time" and "I get useful feedback on my teaching practice". Avoid the final fortnight of term entirely. Report by phase or department, since experience varies more by team than by school.
Universities
Add "Expectations across teaching, research and administration are balanced fairly" and "Probation and promotion criteria are clear to me". Separate academic, professional services and research-only staff in the reporting, because one average across all three explains nothing.
Hospitality
Add "My rota is published far enough ahead" and "I can swap a shift when I need to". Keep it to ten minutes and make it mobile-first for teams without a desk. Ask seasonal and permanent staff the same questions, and report them separately.
Retail
Add "Store staffing matches the trading pattern I work" and "I can escalate a customer problem without fear". Avoid the peak trading period. Report by store and by role, because the stockroom and the shop floor often give different answers.
Manufacturing
Add "Line changes are explained before they happen" and "I have the right protective equipment, in the right size, when I need it". Use shift-pattern demographics, run it during handover windows and keep the reading age low if the site has many second-language speakers.
Anonymity, consent and small teams
Say exactly who will see raw responses, how long they are kept and when they are deleted. Set a minimum reporting threshold, commonly five or more responses, and suppress any breakdown below it. Do not promise anonymity you cannot protect: free-text comments and small demographic cuts can identify people, and administrators may be able to see more than you have told staff.
Explain the lawful basis for processing and keep the privacy information available at the point of response. The ICO's guidance on employment practices is the reference for UK employers. Provide an accessible alternative for anyone who cannot use the survey tool, and never route a grievance or safeguarding concern through a survey.
From results to action
Give managers their team results with a short briefing on what they may and may not share, then ask them to discuss one theme with the team and agree one change. Hold the rest centrally rather than handing every manager thirty numbers.
Publish three things within a month: what you heard, what will change, and what will not change yet with the reason. Then move the follow-through into the ordinary rhythm of work: a goal where the change needs a plan, a standing item in one-to-ones where it needs conversation, and an appraisal note where it affects how someone's year is judged. New Dynamics is where that follow-up work lives once the survey closes; it is not a survey tool.
Frequently asked questions
How long should an annual engagement survey be?
Thirty questions takes most people eight to ten minutes, which is the practical ceiling for a workforce without desks. Length matters less than relevance: people abandon surveys that ask about things they cannot influence. If you need to cut, remove a whole theme and say which one you have dropped, so next year's comparison stays honest.
Should we benchmark against other organisations?
Only if the comparison population genuinely resembles yours in sector, size and shift pattern. A benchmark can start a useful conversation and can also excuse inaction, because any score looks acceptable next to a low enough average. Your own previous result on identical wording is the more useful comparison.
Can we use engagement results in someone's appraisal?
No. Team results describe conditions, not an individual's performance, and using them that way teaches managers to coach the score rather than fix the problem. Discuss what a manager did with their results, which is a legitimate part of their own objectives, rather than the score itself.
About New Dynamics
New Dynamics is a Bristol-based performance management business. We publish these question sets free because the conversations that follow a survey are the part most organisations find hardest. If you want goals, feedback, recognition and appraisals to carry the follow-through, book a demo and bring the survey themes you are working on.
Turn the guidance into your next conversation.
Choose one action from this resource, agree who owns it and set a date to review what changed. To explore how your process could work in New Dynamics, bring your current workflow to a demonstration.
