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. This toolkit is especially useful before you start planning a new survey, as it helps you make strong choices early on and avoid rework later.
- Communication toolkit: Plan and run your survey communication with ready-to-use templates, timelines, and best practices. Use it when you’re preparing a communication plan for your employee listening strategy, ideally before you plan your survey. It also works as a handy reference during the survey period to keep your communication clear and consistent.
- Follow-up toolkit: Turn results into action. This toolkit shows you different approaches to follow-up that fit your goals and capacity. While it guides you through the period after results are released, we strongly recommend reading it before planning a survey. The kind of follow-up you want (and are able) to do should inform the questions you ask and the type of survey you run.
- 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.
Looking for the Manager toolkit or the Impact toolkit?
The Manager toolkit offers practical guidance for managers to lead meaningful discussions and turn insights into action. The Impact toolkit explains the essential pillars that strengthen your employee feedback strategy. Find them in their own dedicated articles!
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!