Employee Engagement & Satisfaction Survey

Exclusively for Credit Unions

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Measuring employee satisfaction and engagement are critical to understanding your employees' perceptions of the workplace. Employee satisfaction and engagement significantly impact your credit union's:

  • Employee Turnover, Employee Absenteeism, Employee Productivity, and Employee Safety
  • Member Satisfaction & Loyalty
  • Product Penetration & Sales
  • Employee Productivity
  • Credit Union Performance & Bottom Line

Our employee engagement & satisfaction survey covers the most important components of employee satisfaction and engagement, giving you a complete assessment of your employees’ perceptions of their workplace.


Our Employee Engagement & Satisfaction Survey stands apart from our competition in many ways:

  • Extensive credit union normative database, including breakouts by comparable:
    • Asset size
    • Employee size
    • U.S. region
  • Full service in constructing the survey in the ideal manner for each client
  • Full survey administration
  • Secure online survey, encrypted using the latest SSL technology
  • Password – protected survey to preserve client confidentiality
  • Compact construction with multi-page format
  • Responsive survey format optimized for desktop, tablet, and mobile devices
  • Analysis breakouts available across 3 variables:
    • Supervisory status
    • Tenure
    • Department/Branches

Given the impact that engagement and satisfaction have on credit unions, this survey project is not only a critical initiative, but is also affordable for our clients.


Survey Packages:

Perspectives LLC offers 3 comprehensive survey packages to fit virtually any credit union’s needs and budget for its employee engagement & satisfaction survey project. The following table details the features of each.

Employee Engagement & Satisfaction Package Includes: Core Package Premium Package Executive Package
Demographic information about the respondents, including
overall survey participation and any additional analyses.
Employee engagement & satisfaction survey, featuring:
  • 83 quantitative questions across 8 dimensions of workplace satisfaction, including 25 employee engagement questions
  • 6 qualitative survey questions. All employee responses are categorized and quantified (if reported more than once).
  • Up to 5 client-generated quantitative questions
Overall findings by survey dimension and item, including:
  • Average ratings for the credit union
  • Most frequently-given ratings
  • Standard deviations
  • Color graphics illustrating results for each dimension.
Engagement average for the credit union overall and across demographic groups based on 25 engagement questions listed throughout the survey.
Comparative normative data from other credit union clients overall and also by relevant asset size, employee size, and region.
Comparison of all departments/branches listed, providing:
  • Averages of each group across each quantitative survey item
  • Color graphics illustrating results for each dimension
Comparison of supervisors & non-supervisors
Comparison of 6 tenure levels
Detailed recommendations specifically catered to the client across each survey dimension to improve or maintain morale, engagement, and productivity.
Observational summary of project findings.
Report(s) posted on a secure website to be downloaded and distributed at the client’s discretion.
Web-based conference with client to present a formal overview of the project findings and implications of the results (optional).

Additional Products:

In addition to our survey packages, People Perspectives LLC has additional products and services for our clients who want more extensive information in conjunction with their survey project. Our most commonly – requested products/services are listed below.

Employee Engagement & Satisfaction Survey Additional Product/Analysis Options:
Employee Feedback Report
  • Management - sensitive report that provides employees with the credit union's overall results across the quantitative items compared to the normative data
  • Comparisons are color-graphed in each survey dimension
  • Excellent tool for providing feedback to the survey participants
Department Report
  • Compares each department’s average ratings with the credit union’s averages across quantitative survey items
  • Comparisons are color-graphed in each survey dimension
  • Excellent feedback tool for department managers
Two-Party Comparison
  • May include comparisons of full-time and part-time, gender, retail and non-retail, union and non-union, experience level, etc.
  • Formatted as an additional section in the final report
  • Provides average rating comparisons for both parties across quantitative survey items
  • Provides color graphics illustrating the averages by dimension
Multi-Party Comparison (3 + variables)
  • May include comparisons of race/ethnicity identification, departments/branches, age categories, educational level, corporate divisions, etc.
  • Includes formatting listed above in Two-Party Comparison
On-Site Presentation
  • In-person support provided by People Perspectives LLC’s President, Kerry Liberman, to clients at any stage of the project
  • Beneficial in reviewing project results with employees, managers, senior management, and/or Board of Directors

For more information on our Employee Engagement & Satisfaction Survey or to schedule a demo, please call us at 206.451.4218 or email us at  info@peopleperspectives.com.

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