Communicating your H&W Survey Results – Part III
By Shari Steinbach, MS RDN, RDBA Contributing Editor
In previous articles we discussed how to conduct surveys related to health and wellness programming and ways to analyze the data. The final step is reporting your survey results. While it’s easy to get caught up in statistics and percentages, it will be important to deliver your key findings in a short and succinct manner. Follow these steps to ensure your priority messages are communicated clearly:
- Start with a structured report. Break your survey results down into usable sections of information. For example: a title page and brief description; table of contents; executive summary with key findings; background (why you conducted the survey and your plan for using the results); survey method; survey results with important statistics and recommended actions to be taken. Include an appendix with any supporting material.
- Present insights not data. When creating a report presentation, keep in mind that your audience will be less interested in statistics and more interested in what the statistics mean. For example, perhaps only 50 percent of your participants utilize your online menu planning program, but after looking at the data, 100 percent of the users are families. The group not utilizing the service are those customers over the age of 65. Families are clearly in need of this service - that’s the insight that stemmed from the survey results.
- Prioritize and visualize. Your report will include a lot of statistics and insights, but it’s important to prioritize them during a presentation. Rank your list of findings and then find a way to visualize them to keep your audience engaged. If you are delivering the report digitally, share each key insight and provide visual supporting data in the form of graphs, short videos, product images, infographics, memes, photos.
- Be brief. When reporting your survey findings, be bright and brief. Your presentation is meant to highlight results but always keep the focus on the most important insights and takeaways for your department and company. Your audience can always refer to your more in-depth report if needed.
- Provide actionable intel. While your presentation provides an overview of actions inspired by the survey results, your report should include specific actions for your team and possibly other departments. Is there additional training needed by in-store staff? Is customer education necessary from marketing? Are website updates necessary from the IT department? Add these recommended actions to your results section.
Conducting a health and wellness survey can provide important information to help you make programming decisions and set strategies. Make sure your results and findings are presented in a professional manner to the right internal stakeholders. Show leadership you have clearly thought about the actionable steps needed to improve the customer experience and drive revenue and you are ready to set execution plans into place.