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ERG Effectiveness and Leadership Support Survey

An anonymous ERG survey that measures belonging, leadership support, allyship, and career impact. Use it to see which ERG activities are actually improving inclusion and where leadership support is falling short.

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Overview

This anonymous ERG Effectiveness and Leadership Support Survey template helps you evaluate whether an employee resource group is delivering on its purpose. It focuses on the outcomes that matter most in practice: belonging and inclusion, alignment to ERG goals, visible leadership support, access to sponsors and decision-makers, allyship, community building, and career advancement impact.

Use it when you need more than attendance counts or event feedback. The template is designed to show which ERG activities are driving real value and where the group may need a different mix of programming, sponsor engagement, or communication. The open-ended follow-ups attached to low ratings help you understand the reason behind the score, which is critical when you are deciding what to start, stop, or continue.

Do not use this as a generic company engagement survey or as a replacement for a full annual engagement instrument. It is also not ideal if the ERG is brand new and has not yet run enough activities for members to judge effectiveness. In those cases, a lighter pulse may be better. Keep the survey anonymous by default, place optional demographics last, and use the results to guide concrete changes rather than collecting feedback for its own sake.

Standards & compliance context

  • Keep anonymity as the default unless you have a documented reason to collect identifiable responses and a clear privacy notice.
  • If you collect optional demographic data, place it last and explain why it is being asked to reduce collection-bias concerns.
  • Avoid questions that could pressure respondents to identify themselves or their manager, especially in small ERGs where indirect identification is possible.
  • If the survey is used across regions, confirm that local employee privacy and works council requirements allow the planned collection and reporting approach.
  • Do not use the survey to make individual employment decisions; it is intended for program evaluation and improvement, not performance management.

General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.

What's inside this template

ERG Participation and Overall Impact

This section shows whether the ERG is creating belonging and delivering value that members can feel in their day-to-day employee experience.

  • How effective is this ERG at creating a sense of belonging and inclusion? (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • How valuable is this ERG to your employee experience? (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • How well does this ERG align its activities to its stated goals? (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • What is the primary reason for your lowest rating in this section?

    Shown when any rating is 3 or below. Please describe what is limiting the ERG’s effectiveness.

Leadership Support and Connection

This section matters because ERG impact often depends on whether leaders are visible, responsive, and willing to act on feedback.

  • Senior leaders visibly support this ERG's mission and activities. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • This ERG has meaningful access to decision-makers and sponsors. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • ERG feedback is acted on by leadership in a timely way. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • What leadership support would most improve this ERG's impact?

    Shown when any rating is 3 or below. Include specific actions, behaviors, or resources.

Allyship, Community, and Career Advancement

This section helps you see whether the ERG is doing more than hosting events by building relationships, allyship, and career pathways.

  • This ERG helps employees build meaningful cross-functional relationships. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • This ERG creates opportunities for allyship and inclusive behaviors. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • This ERG supports career development, mentoring, or sponsorship. (required)

    Strongly disagree / Disagree / Neither agree nor disagree / Agree / Strongly agree

  • Which ERG activity has had the biggest positive impact on inclusion or career growth?

    Please describe the activity and why it was effective.

Open Feedback and Optional Demographics

This section captures the start, stop, and continue ideas plus optional context, while keeping demographics last to protect trust.

  • What should this ERG start, stop, or continue doing?
  • Anything else you'd like to share about this ERG's effectiveness or leadership support?
  • Which best describes your relationship to this ERG?

    Optional. Use only if needed for analysis; place at the end to protect anonymity and reduce collection bias.

How to use this template

  1. 1. Define the ERG’s purpose and the specific outcomes you want to test, then keep the survey questions aligned to those goals rather than adding broad engagement items.
  2. 2. Assign the survey to the ERG audience you want to hear from, such as members, allies, participants, or sponsors, and keep anonymity enabled by default.
  3. 3. Send the survey on a cadence that matches the ERG’s activity level, then use clear Likert anchors and open-ended follow-ups for low ratings to capture the why.
  4. 4. Review the results by section to identify which activities support belonging, leadership access, allyship, and career growth, and separate signal from one-off comments.
  5. 5. Turn the findings into a short action plan with owners for start, stop, and continue items, then share back what changed so respondents see their feedback used.

Best practices

  • Keep the survey short enough that members can answer it without fatigue, especially if you plan to run it more than once a year.
  • Use 5-point Likert scales with semantic anchors and avoid raw numeric-only ratings that make interpretation harder.
  • Attach an open-ended follow-up to ratings of 3 or below so you can learn why the ERG is underperforming in a specific area.
  • Place optional demographic or relationship questions at the end so you do not signal that anonymity is fragile.
  • Separate leadership support questions from activity questions so you can tell whether the issue is programming quality or sponsor engagement.
  • Review open-text comments for themes such as psychological safety, access to decision-makers, and career development before you draft action items.
  • Close the loop with respondents by sharing the top changes you will make, because ERG trust depends on visible follow-through.

What this template typically catches

Issues teams running this template most often surface in practice:

Members feel the ERG creates community but does not influence career advancement or sponsorship.
The ERG has strong event attendance but weak alignment between activities and stated goals.
Senior leaders support the ERG in name but do not visibly participate or act on feedback.
Employees value peer connection but do not see enough allyship behaviors outside ERG events.
The ERG is active, but members cannot tell whether feedback changes anything, which lowers trust over time.
Different audiences rate the same ERG differently, with members seeing more value than occasional participants or allies.
Low ratings often trace back to limited access to decision-makers rather than the quality of the events themselves.

Common use cases

Women in Tech ERG program review
Use this template to check whether mentoring circles, speaker events, and sponsor touchpoints are actually improving belonging and career visibility for women in technical roles. The results help the ERG decide whether to invest more in sponsorship, manager education, or community programming.
LGBTQ+ ERG leadership support check-in
Use this survey after a quarter of advocacy or education events to see whether senior leaders are visibly supporting the mission and acting on feedback. It is useful when the group needs evidence for sponsor conversations or a clearer plan for allyship.
Black employee network annual assessment
Use the template to evaluate whether the network is creating meaningful cross-functional relationships and whether members see career development value. The open-ended responses can surface whether the group needs more mentoring, more executive access, or a different event mix.
Veterans ERG inclusion pulse
Use this survey to understand whether the ERG is helping veterans and allies build community while also improving psychological safety and manager understanding. It works well when the group wants to compare event attendance with actual inclusion outcomes.

Frequently asked questions

Who should use this ERG survey template?

Use it if you run one or more employee resource groups and want feedback on whether they are creating belonging, visibility, and career value. It is especially useful for ERG leaders, HR, DEI teams, and executive sponsors who need input they can turn into action. Because the survey is anonymous by default, it also works when employees may hesitate to give candid feedback directly to ERG leaders.

How often should we send this survey?

Most organizations should run it quarterly or semiannually, depending on how active the ERG is and how much change it can absorb. Quarterly works well for fast-moving ERGs with regular programming and leadership touchpoints, while semiannual or annual timing is better if the group has fewer formal initiatives. Avoid sending it too often if the ERG is small, because response fatigue can reduce response rate and blunt the signal.

What does this template actually measure?

It measures the parts of ERG performance that usually matter most: belonging and inclusion, alignment to stated goals, leadership support, access to sponsors and decision-makers, allyship, community building, and career advancement impact. The survey also includes open-ended follow-ups for low ratings so you can understand why a score is low, not just that it is low. That makes it more useful than an ad-hoc feedback form that collects opinions without revealing what to do next.

Should managers or ERG leaders run the survey?

Typically the survey should be owned by HR, DEI, or an ERG program manager, with ERG leaders helping interpret the results. That separation helps preserve the anonymity guarantee and reduces the risk that members feel they are answering directly to the people being evaluated. Senior sponsors should see the results, but they should not control the wording or the collection process if you want honest feedback.

How do we customize it for our ERG?

Keep the core sections intact, then tailor the activity questions and open-ended prompts to the ERG’s mission, such as community building, mentoring, advocacy, or career development. You can also adjust the relationship question to match your audience, for example member, ally, leader, sponsor, or non-member participant. If you add demographic questions, place them last and keep them optional to avoid undermining trust.

What question types work best in this survey?

Use 5-point Likert questions with clear semantic anchors such as Strongly disagree to Strongly agree, plus open-ended follow-ups for ratings of 3 or below. That format is easier to answer than raw numeric scales and gives you the why behind detractor responses. Include one final Anything else? question so respondents can raise issues you did not anticipate.

How is this different from a general employee engagement survey?

A general engagement survey tells you how people feel about work overall, while this template isolates the ERG’s specific contribution to inclusion, leadership connection, and career growth. That distinction matters because ERGs often succeed or fail on different drivers than the broader employee experience. If you want to decide which ERG activities to keep, stop, or expand, this focused survey gives cleaner input than a company-wide pulse.

Can we connect this survey to other systems or workflows?

Yes. Most teams export results into HR analytics, DEI dashboards, or survey reporting tools so they can compare ERG feedback over time and across groups. You can also route open-text themes into action plans, sponsor check-ins, or leadership reviews. The key is to keep the survey itself simple and anonymous, then handle follow-up outside the response collection flow.

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