Transformation (Survey)

Run a survey using the Joyous Transformation (Conversation Set) that aligns with the ADKAR change management model.

Run a survey that will help leaders understand how team members are coping or feeling about a change. It's important to understand that the ADKAR conversation set is not about measuring change, but rather a tool to facilitate change.

We recommend keeping surveys below 10 minutes to complete. Long surveys can cause fatigue and result in poor data quality.

Survey structure

Questions are grouped by category to ensure that the survey is easy to follow for participants.
We recommend asking 3 - 10 rated scale questions followed by 1 open text question for each category, as survey's are naturally measurement focused over conversational.
The open text questions for each category relates directly to the rated scale question asked immediately before it to ensure a logical flow for the participants.

Including messages, instructions and encouragement throughout the survey helps with understanding and engagement.

📝Note: This survey can be also be run as a weekly conversation set instead.

Below are two transformation survey examples.

Pre/during change

Part 1 (Awareness)

Type	Survey
Preamble	Kia ora! (Hello) Please use this survey to tell us your experience of [the change]. It should only take 5 minutes to complete. Your response will help facilitate the change and ensure your voice is heard. First up, we would like to understand your awareness of [the change]. How strongly do you agree or disagree with the following statements?
Rated scale questions	1. It is clear why [X] is changing/changed. 2. It is clear how [the change] impacts me. 3. It is clear what the risks are if we do not [change].
Open text questions	What is the biggest risk you see?
Message	Ka pai! (Well done!)

Part 2 (Desire)

Type	Survey
Preamble	Next up, we'd like to understand your desire to be involved with the change. How strongly do you agree or disagree with the following statements?
Rated scale questions	1. I feel motivated to be a part of [the change]. 2. I feel comfortable with [the change]. 3. It is clear how [the change] will benefit [org].
Open text questions	What do you think is our biggest opportunity?
Message	Ka rawe! (Excellent!)

Part 3 (Knowledge)

Type	Survey
Preamble	Nearly there! Finally please reflect on how clear you are on [the change]. How strongly do you agree or disagree with the following statements?
Rated scale questions	1. It is clear what is expected of me. 2. I feel well-prepared to carry out [the change]. 3. It is clear which processes are changing.
Open text questions	Are there any processes that are unclear?
Message	You are all done! Thank you!

Post change

Part 1 (Ability)

Type	Survey
Preamble	Kia ora! (Hello) Please use this survey to share your thoughts on [the change] . It should only take 5 minutes to complete. Your response will help us understand what went well and how we can improve. First up, reflect on your experience with [the change]. How strongly do you agree or disagree with the following statements?
Rated scale questions	1. I have received coaching from [experts]. 2. I feel comfortable experimenting with [my new skills]. 3. It is clear how to raise potential problems with [the change]. 4. I have been given time to practice [the change].
Open text questions	Are there any skills or behaviours you would like to practice more?
Message	Ka pai! (Well done!)

Part 2 (Reinforcement)

Type	Survey
Preamble	Lastly, please reflect on your experience of reinforcement during [the change]. How strongly do you agree or disagree with the following statements?
Rated scale questions	1. I get acknowledged for my progress in adapting to [the change]. 2. I receive regular feedback about how I am adapting to [the change]. 3. I feel satisfied with how I am adjusting to [the change].
Open text questions	What would help you to maintain [the change]?
Message	You are all done! Thank you!