Engagement Plan & Framework


Engaging your workforce

Your engagement plan should outline how you'll engage with your key stakeholders. The ways you engage will depend on what you're trying to achieve, both for your organization and the stakeholders concerned. The plan should be monitored and reviewed on a regular basis (weekly if possible) by the Digital Workplace Manager and/or team. It's strongly recommended that you engage your Marketing team as key stakeholders, as they're the experts in this type of engagement activity. 

Consider creating an engagement calendar to keep activities organized and on a regular cadence. This can be very helpful for your key stakeholders as a reminder to post content and updates that will increase visibility across the organization. 

Your engagement team

Keeping your employees engaged is a full-time job, especially for large and distributed organizations. Many large organizations have an engagement specialist within the Digital Workplace Team. Their role is focused solely on employee adoption and engagement, including: 

  • Managing the engagement plan
  • Monitoring and measuring engagement
  • Identifying key opportunities and risks
  • Working with key stakeholder teams and champions to drive engagement
  • Coordinating, managing, and launching programs and campaigns
  • Assisting with content strategies
  • Setting up and managing a gamification program by rewarding members for participating

Learn more about assembling an engagement team


Categorizing campaigns

Think about setting up your engagement campaigns into three categories to ensure you have a common language with your engagement team and an understanding of what's required: 

CustomerCare_ListNumbers-01.pngMajor campaigns (e.g. Launch Campaign): Major campaigns have many moving parts, require significant planning and often run for an extended period of time or in parallel to significant events or milestones (such as Launch Day). Major campaigns are also often augmented by a combination of minor and micro campaigns.

Minor campaigns (e.g. Drip Campaign): Minor campaigns often include smaller portions of content delivered over a shorter period of time and can include micro campaigns, such as a survey. 

CustomerCare_ListNumbers-03.pngMicro campaigns (e.g. Poll): Micro campaigns are more tactical and are often one-off initiatives with a very specific purpose, such as gathering feedback about the most recent town hall event. Micro campaigns are usually used to support larger major and minor campaigns.

Using the right tools

Support your campaigns by using the right engagement tools. These tools require different types of interactions and can appeal to different audience groups. You may find that some tools work best with specific audience groups, while others work well for all audience groups. 

Some common engagement tools include: 

  • Surveys
  • Polls 
  • Postcards
  • Posters 
  • Newsletters 
  • Events 
  • Games and activities (e.g. Scavenger Hunt) 
  • Digital Campaigns (e.g. drip campaigns via Eloqua) 
  • Blogs
  • Forums
  • Video Webinars/Tutorials 

Be sure to augment every campaign with the right set of engagement tools. For example, your Launch Campaign may be augmented by a series of newsletter articles, a digital drip campaign delivered via email, and multiple blog posts. 

Gathering feedback and measuring outcomes 

A vital part of engagement is gathering feedback from your employees on a regular basis. Feedback related to your engagement campaigns will help you determine what works for what audiences and how you can adjust to increase engagement through future campaigns. 

We recommend using a collection of feedback mechanisms to ask what audiences think of the engagement campaigns you use. We find that the best approach for major campaigns is to gather feedback and encourage participation using a drip campaign that runs for three months. 

Why gather feedback and measure? 

This allows your engagement team to focus their efforts on a particular theme, measuring success and determining changes that will improve engagement moving forward. 

Playbook Tip: Launch, assess, and repeat

It's important to continuously gather feedback related to engagement campaigns to figure out what works best for your audience groups and to reach higher engagement levels with each new campaign. 

  • Step 1: Define your goals
    Set key goals for your campaign that align with your overall digital workplace strategy.
  • Step 2: Set desired outcomes
    Based on your key goals, determine the outcomes you'd like to see that support these goals.
  • Step 3: Measure engagement
    After you've launched your campaign, gather feedback and data to measure engagement.
  • Step 4: Score your success
    Based on your measured engagement, assess how you did? What worked? What didn't? How close were you to reaching your outcomes? How will you adjust and make improvements to your next campaign in order to get closer to achieving your outcomes?

Viewed 449 times