How to Conduct an Organizational Climate Survey

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Why do: companies must be aware of creating environments that are conducive to improvements in both internal (all employees and internal sectors) and external (chain of suppliers, customers, and partners) relationships. That is, assessing the degree of satisfaction with the context surrounding them - and this is what is called the Organizational Climate.

Being aware of the organizational climate means being in constant search for internal improvements that influence the entire process and organizational results. It is like finding a balance between the expectations of the entrepreneurs and the expectations of the employees. Therefore, the application of a Climate Survey besides clearly demonstrating the organizational problems, also points out its strengths, since it visualizes the real state perceived and lived by all there inserted. And what is more important, grounded scientifically and statistically.

climate research

How to do Organizational Climate Research?

To conduct an Organizational Climate Survey it is necessary to follow some steps to apply this research. Below we explain step by step using our Organizational Climate Research Worksheet as an example:

1. Preparation: In this first step, it is important to make it clear that the objective of the Survey is to obtain more accurate information about the problems to be focused on, such as employee satisfaction level or to understand the sets of conditions that the company guarantees for the employee.

2. Methodology and Research Plan: Once the objective of the research is understood, it is time to formulate the questions - or hypotheses, sequence of actions to be followed, working method, sampling, means of interpretation, etc. It is important to record all the information to be collected, as in the example below. This image was made using our Spreadsheet which already comes with ready questions.

organizational climate survey3. Execution of the survey: data collect. At this time, it is important to have the support of a tool that collaborates with the methodology. It can be a physical questionnaire, but ideally it should be a spreadsheet, as your work would be less in tabulation.

Then just copy and paste those results into the Matrix Worksheet so you can have the complete analyzes automatically generated.

organizational climate survey - data collection

However you can also pass the search manually and then consolidate into your own control tool. The important thing to note in this step is that you can choose to ask each employee or pass the survey with them even responding. Neither approach is wrong.

climate research

4. Interpretation: It is at this stage that the research becomes useful, when it comes to analyzing the data. The numbers will help you to understand exactly everything that is happening in terms of Organizational Climate in your company.

organizational climate survey - interpretation of results

Having the data in easy-to-view format, to be compared with other results and previous research is an interesting alternative, so we advise the use of a Worksheet.

organizational climate survey - data tabulation5. Final report: All research of this type must generate a report with the main graphic visualizations of this Research and the main results and insights that can be drawn from this generated data. Using the tabulated data in a spreadsheet, it is easy to generate these views. Our Organizational Climate Research Worksheet generates an automatic report, but you can do yours using this logic of demonstrating data graphically.

organizational climate survey - final report

Of course, only climate research does not work miracles. In addition to requiring qualified and experienced people to analyze the factors to be surveyed and to interpret the results, one must be aware of other influential aspects of the climate. As the recruitment and selection process, for example, it should be highly focused on identifying people appropriate to its structure, mission, vision and organizational culture, helping to maintain the desired climate.

climate research

Want to make this important survey more organized? At LUZ, we offer a model of organizational climate-ready worksheet which can help keep up with the motivation of employees! 

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