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Run: Engagement Program Annual Calendar Planning Survey

Plan your employee listening calendar in one place, including census, pulse, lifecycle, recognition, and action-planning milestones. Use it to avoid overlap,...

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Listening Strategy and Objectives

What is the primary objective of this year's engagement listening calendar? (required)

Describe the business outcome the calendar should support, such as improving engagement drivers, manager effectiveness, retention, or psychological safety.

Which employee populations are in scope for this calendar? (required)

Select all that apply: all employees, managers, frontline employees, salaried employees, hourly employees, new hires, or specific departments.

Yes No N/A

What response rate target should the program aim to maintain? (required)

Choose the target response rate band for the annual program.

How confident are you that the planned cadence will avoid survey fatigue? (required)

Rate on a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

Annual Survey Cadence

When should the annual census survey be launched? (required)

Enter the planned month or date window for the organization-wide engagement census.

How many pulse surveys should be scheduled this year? (required)

Select the planned number of pulse survey cycles.

How frequently should pulse surveys run? (required)

Choose weekly, monthly, or quarterly based on listening needs and fatigue risk.

Which lifecycle surveys are planned this year?

Select all that apply: onboarding, 30/60/90-day, manager change, promotion, internal mobility, stay survey, exit survey.

Yes No N/A

Are any planned survey dates likely to overlap with major business events? (required)

Choose yes or no.

Recognition and Action Planning Milestones

When should recognition moments be scheduled during the year?

Enter the timing of planned recognition events tied to survey results or engagement milestones.

When should action planning reviews occur after each major listening event? (required)

Specify the review window for leaders to interpret results and commit to actions.

How well are survey results expected to translate into visible actions? (required)

Rate on a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

What is the primary reason for any planned gaps between listening events and action planning?

Use this to explain dependencies, budget timing, leadership availability, or other constraints.

Open Feedback and Optional Demographics

What listening events or milestones are missing from this calendar?

Share any additional survey, recognition, or action-planning events that should be included.

Anything else?

Add any other notes, concerns, or recommendations for the annual listening calendar.

Which function or department is completing this planning template?

Optional demographic field kept at the end to reduce collection-bias risk.

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