The Engagement Report
The Engagement report can be used to give you both high-level and detailed insights into how your people are engaging with your strategy and the Cascade platform. The report utilizes a range of metrics to represent strategic engagement, including looking at user logins, whether they are taking the time to look at the strategic plan, and how often they perform critical activities in Cascade such as updating their goals.
The Engagement report in Cascade gives you two different health indicators – one for your entire organization and also one for any selected filter you apply, such as ‘your direct reports’, ‘a particular business unit’, etc.
The health indicators are as follows:
Needs Attention: The engagement of your people with the strategy appears low, based on these indicators. You should consider taking action to persuade people to engage with the bigger plan for the organization.
Getting There: People are generally taking the time to engage with the strategy, but there are areas that need your attention to improve how people are interacting with the bigger picture.
Looking Good: The level of engagement in the organization is high.
The status is calculated by looking at:
- How often your people are logging in
- If they have viewed your strategic plan
- Are they creating and then updating their goals
- Are they having one to one meetings with their managers to review their progress
The usage graph indicates when issues, goals, tasks and updates are performed across your organization. This graph can be useful in highlighting your people’s usage habits.
The ‘Goals’, ‘Updates’ and ‘Tasks’ lines are all growing at a similar pace. The fact that they are growing indicates that people are engaging more and more with Cascade. The fact that they are growing along similar lines indicates that people are using all the key features of Cascade to not just create their goals, but to manage and report on them too. Having a low ‘Issues’ line can either indicate only a small amount of issues being raised or alternately that its feature is not being fully utilized.
The example below is somewhat different. New goals are being added to Cascade (with a peak on new goals being created in late May), but people don’t seem to be using Cascade’s features to manage and update those goals. This could indicate a lack of engagement with the execution aspect of the this organization’s strategic plan.
After looking at your high level information you can zero-in on teams, business units and even individuals. All information in the Engagement report can be searched, sorted and filtered. When you select a filter the engagement report will provide you with a health status for that specific data set. The health status can be compared to your entire organization or on a group by group basis. Many organizations will find that particular business units or teams have a much stronger engagement with your strategy than others. This is something that you can then address in those teams using our suggestions below.
NOTE: The specific data for the entire organization is only available to individuals with the Strategy or Performance privileges. All other users will only be able to see data for their direct reports and individuals with goals aligned to their goals.
How to improve engagement
1) Use reminders
Reminders are a great way to encourage people to engage with your plan. We have prepared a few reminders in your Cascade system already but you can add as many more as you like. Reminders will trigger emails at certain times to have people login to the system and update their goals, read about changes to the strategy, etc. You can setup reminders by going to Admin – System – Reminders. Here are a few examples:
2) Launch regular surveys
Asking for your people’s feedback is a great way to drive engagement and connect them to the strategy. Launching surveys regularly helps give an incentive to login, update goals and share opinions. Once again we’ve prepared some surveys for you to launch in the system already, but feel free to create your own too:
3) Incorporate Cascade into existing activities
If you currently already run weekly team meetings or have 1:1 meetings – Cascade can be used to facilitate them. Team or personal snapshots can be used as an agenda for meetings and are perfect for gaining a sense of how your people are handing their deliverables within the strategy. Using Cascade’s snapshots can also save people time when preparing for team meetings and they already contain much of the same information that is typically shared at these sessions. Managers can encourage their people to login and update Cascade just before the meeting, then use Cascade as the ‘source of truth’ for the meeting itself.
4) Setup some ‘shared’ dashboards
5) Career and Development planning
6) Implement Single Sign on
7) Performance Appraisals
8) Formal pay reviews / bonuses
How does Cascade calculate ‘Engagement’?
We use a proprietary formula to benchmark engagement, which takes into account a mixture of elements such as:
- When a user last logged in
- How often they view the strategic plan
- How much time they spend viewing the plan
- How often they update their goals
- How many 1:1 meetings are recorded
- How many goals they have
- How aligned their goals are to the strategy
The formula returns an engagement score which is displayed on the engagement report.
Can everyone see the data on the Engagement report?
Only users with the ‘strategy’ privilege will be able to see the full Engagement report. Other users will only be able to see the high level engagement data, but will not be able to see user-by-user engagement detail. If the user has staff directly reporting to them, they will be able to see the user-by-user data for their staff.