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Introduction to the Smart Organization Scan

Effectory’s science-backed solution for continuous engagement and performance insights.

What is the Smart Organization Scan? 

The Smart Organization Scan (SOS) is Effectory’s tried and tested approach for organizations of all sizes and across industries. It is our premier solution for organizational development, helping companies to successfully achieve their organizational goals.  

With the Smart Organization Scan our customers get real time, actionable insights into opportunities for employee engagement and the performance environment. Our advanced platform technology and AI make it easy to prioritize the biggest opportunities and take targeted action where it matters most.  

Built on 30 years of experience and our science-backed model on engagement and performance (the Strategic Fitness Model), SOS helps organizations move beyond annual snapshots to a continuous listening rhythm that drives real impact. 

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Why it matters

  • People drive your results. Boosting your productivity, innovation or retention starts with the employee experience. 
  • Engagement alone won’t cut it, you need to know if your environment enables performance. Our approach combines engagement and performance to deliver insights that drive action and ROI. 
  • Silent signals like burnout or attrition risk often go unnoticed until it’s too late. 
  • Annual surveys are outdated, organizational realities shift faster than yearly cycles can track. 

 

Key benefits

  1. Science-backed
    • Scientifically developed from the ground up, based on the largest empirical study ever conducted in employee engagement research. 
    • Measures both willingness to work (engagement) and ability to perform (performance environment). 
  2. Continuous and lightweight
    • Start with a baseline Smart Organization Survey (32 questions). 
    • Follow up with quarterly 9-question Smart Organization Pulses to track progress across all or selected groups, for example, those with lower scores - to listen often and act where needed 
    • Focus where it matters most: enables early intervention, catch silent signals before they escalate.  
  3. Scalable
    • One-click launch and pulse scheduler (in development). 
    • AI-powered dashboards, manager summaries, and stakeholder-ready reports. 
    • External benchmarks and demographic breakdowns
    • Automatically qualifies for World-class Workplace label

 

What’s included 

Smart Organization Survey 

Gain insight into how people feel and what helps them perform at their best (in just 32 questions). 

It includes: 

  • A full view of employee engagement and the performance environment
  • All key people indicators, eNPS, retention risk, wellbeing, and more. 
  • Open-ended questions to capture real ideas and emotions behind the numbers. 
  • A World-Class Workplace benchmark to see how you compare to top employers. 
  • Optional customization for Professional and Expert packages. 

 

Smart Organization Pulse 

Use follow-up questions from the previous survey to assess whether results were shared and acted upon. 

It includes:

  • 9 core questions covering engagement, follow-up, eNPS, and retention
  • Designed for quarterly or semi-annual check-ins with all or selected groups. 
  • Helps you track trends, see whether actions are working, and keep engagement on the agenda year-round. 
  • Optional Customization for Professional and Expert Customers. 

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How it works 

  1. Start with the SOS baseline survey to establish a comprehensive starting point. 
  2. Schedule quarterly pulses to maintain momentum and track changes. 
  3. Use the group effectiveness matrix to visualize engagement vs. performance across teams. 
  4. Drill down by team, demographic, or benchmark to identify high-impact areas. 
  5. Optional consulting support for executive presentations and strategic action planning. 

 

Ready to get started with the Smart Organization Scan? Reach out to your Customer Success Manager or as a new customer you can book a consultation. We'll help you explore the best set-up for your organization!