Team Practices Group/Light engagement survey

Starting in the first fiscal quarter of 2015 (July-September), The Team Practices Group has been conducting quarterly CSAT (Customer Satisfaction) surveys to teams in which TPGers are embedded. Moving forward, we want to survey individuals and groups who benefit from "light engagements" with TPG. These light engagements might be short (e.g. a half-day workshop) or ongoing but at a low level (e.g. consulting for an hour each week).

Developing the survey
In July 2016, we chose a couple ongoing engagements, and a few one-off or time-boxed engagements that were completed within the past couple months.

In August, we administered a survey to stakeholders of those engagements, as the first round of a pilot.

In early September, we analyzed the results, produced a sample report, and refined the survey. Then we selected a new set of recently-completed (or ongoing) engagements, and administered the updated survey to them as our first pilot. Here are the results: Team Practices Group/Light engagement survey reports.

In September, we made changes to the survey and process, and ran a second pilot. Here are the results of that pilot: Team Practices Group/Light engagement survey pilot 2 results.

In October, we documented the process for running surveys. This is saved as a google doc so it can be stored in the same place as the form template itself.

Ongoing survey process
Individual members of TPG are encouraged to run a survey for each of their light engagements. For one-off engagements, the survey should be sent within a week or so of the end of the engagement. For ongoing engagements, it is up to the TPGer to decide when and how often to run a survey. The TPGer is responsible for analyzing surveys they send out, and then deciding whether/where to document the results.