In the home page in My Effectory you will find the Resources tab: a central place for enablement materials. It’s designed to make your work easier and more effective, whether you’re setting up surveys, communicating with participants, or planning follow-up.
What is the Resources tab?
The Resources tab is a dedicated section in My Effectory that brings our knowledge together in one place. It gives you straightforward access to toolkits, examples, and guides so you can confidently manage every step of the survey process.
What resources are included?
The Resources tab currently contains:
- Questionnaire toolkit: Learn how to design clear and relevant surveys. Includes guidance on question selection, customization, and examples.
- Communication toolkit: Plan and run your survey communication with ready-to-use templates, timelines, and best practices.
- Follow-up toolkit: Turn results into action. This toolkit shows you different approaches to follow-up that fit your goals and capacity.
- Example report: Preview the standard PPT results report to see what your survey outcomes will look like. Great for setting expectations and planning next steps.
More resources will be added over time, so keep an eye on this tab for new additions.
Why it's useful
Having all these enablement materials at your fingertips helps you:
- Save valuable time by finding essential materials in one central location
- Feel more confident in designing, running, and following up on surveys
- Work more independently and get more value out of My Effectory
Who sees the Resources tab?
The Resources tab is available to all coordinators who log in to My Effectory. You’ll find it directly on the homepage, right next to the onboarding task list.
Need more support?
If you need help using these resources or want to talk things through, our helpdesk is always here to support you. You can also reach out to your Customer Success Manager or People Strategy Consultant for tailored advice. We’re happy to help!