A quick overview of the logic and functionality of the Executive Summary.
The Executive Summary is the top down view of your organization.
- In setting up the executive summary, labels are important in organizing the way that you view your organization. You can organize these based off of categories like Location, Department, Functional Team, essentially anything that you want. Just think about the relevant distinctions between different parts of your organization.
- Once labels have been properly set up, you can filter your Executive Summary view by these labels.
When you have filtered the labels within your organization to your liking, a few important views will be generated based off of your selection.
- The relative scores for culture and engagement will be generated next to one another for your selection. To zoom in on different areas, click and drag within the graphs themselves.
- The current Culture Strength averages and the Current Engagement strength Averages will be generated as well.
- All of the above scores are very high level and should be thought of as indicators of risk within the organization overall, or different subgroups within the organization.
- Scrolling down we begin to see more detail across individual groups based off of the values present within groups as well as the motivators present within groups.
- This will give you insight into different areas of alignment and misalignment across broader swaths of the organization.
- Keep in mind, that for this, often times variation is good. It can show the presence of subcultures, or different motivator makeups based off of different portions of the organization. Much of the time this may make sense.
Scrolling to the bottom of the executive summary, you will see relevant raw data exports. These will export data into spreadsheets that can be looked at more closely.