Organizational climate survey its Purposes and How to do Step by step

What is organizational climate survey

In this article we will elaborate you the information about Organizational climate survey its Purposes and How to do Step by step.

The organizational climate survey is an instrument to identify how the internal environment of a company is. Through this tool, it is possible to understand the main positive aspects perceived by employees and the negative perceptions they encounter in their daily lives.

In this context, it is worth mentioning that a company that knows and listens to the employee has accurate information to achieve the appropriate organizational climate.

Purposes of Organizational climate survey

Also, there are several reasons why the survey should be implemented. Next, check out why.

1-Increased productivity

An employee’s satisfaction is directly related to their performance at work. According to a study carried out by the University of California “a happy worker is, on average, 31% more productive, three times more creative and sells 37% more compared to others”, that is, a satisfied professional contributes directly to the financial results of a company.

2-Decrease in turnover

Although, currently, people are less attached to the length of stay in a single company, when a professional likes the atmosphere in which he works, he hardly ever considers leaving that place. This is because, before accepting a new proposal, the employee considers not only the salary, but all the issues of the environment in which he/she is inserted .

Therefore, an organization that listens to the employee and cares about the organizational climate is able to keep its employees happy and reduce the turnover rate in its team.

3-Attracting talent

Another fundamental point related to the fact of having this self-knowledge is that based on this learning, it is possible to create strategies to maintain a favorable environment. Thus, your company becomes inviting to new people, making the recruitment and selection process more passive and less difficult.

Step by step on how to do Organizational climate survey

Knowing these benefits that a climate survey can bring, now understand how to carry out this assessment with your team.


First, it is necessary to think about what is — or what are — the objective of your research. So, you might want, for example, to identify a specific problem in a particular sector of your company or investigate what are the reasons why a failure happens throughout the company.

Therefore, not only the definition of objectives must be organized, but also the structure of the research itself. A good tip is to separate the questions that will make up your questionnaire by blocks, so that they are better arranged inside and, thus, facilitate the employees’ answers.

As you plan, consider the following questions:

  • date the survey will be applied;
  • date the research will be analyzed;
  • research duration time;
  • responsible for the application of the research;
  • responsible for analyzing the results;
  • date and form of dissemination of results.

After weighing these points, it’s time to create the quiz. Inside it, you have the option to point out situations regarding your work environment and give the following answer options: “yes”, “no” or “maybe”.

Also, create several response options, such as: “it always happens”, “it happens often”, “it happens infrequently” or “it doesn’t happen”. There are several ways to prepare the questionnaire and you should be aware of the format that best suits your needs.

Some examples of questions that are essential for an organizational climate survey are approaches such as:

  • Do I consider the workload high?
  • Am I satisfied with the flexible schedule ?
  • Is the distribution of tasks suitable in my work sector?
  • Do wages and benefits meet my expectations?
  • Can I have satisfactory internal communication ?
  • Do I see my direct leader as a positive reference?
  • Do I feel comfortable and safe in my physical workspace?

2-Prior notice of research

Before applying the survey, it is important to communicate to employees that this action will take place. In addition, they need to be aware that the purpose of the survey is to understand the company’s organizational climate. Therefore, maintaining transparency, in this case, is essential.

Thus, it is worth sending an email or even making a face-to-face communication, to clarify how and when the questionnaire will be applied, which platform will be used, the importance of everyone’s participation and other questions that may arise.


In a climate survey, the ideal is that all employees participate, both leaders and led. One tip, to make people more comfortable, is to keep the questionnaire responses anonymous . That way, everyone will have more freedom to be completely honest in filling out.

Another method of engaging people to participate is to publicize that participation is voluntary or provide some type of benefit to participants. This can get the attention of employees.

Still, it is worth remembering that it is important to do tests before carrying out the survey, if it is done digitally. Since the better and more intuitive your questionnaire is, the more uncomplicated your answers will be and, consequently, it will facilitate your further analysis.

4-analysis of results

Finally, after planning and execution is complete, it’s time to analyze the data collected in your survey. Start by organizing the responses . Sorting them into categories can help when exploring the results.

Thus, if you have organized your questionnaire accordingly, your work will be much more agile.

A good option to assist in reading this data is to create a word cloud with the expressions that most appear in open answers, for example. In this sense, there are tools, such as EdWordle and Tagcrowd , that can help in this task.

The organizational climate test aims to identify the main positive points so that they can be valued and improved, in addition to the negative points that need to be aligned, but it is essential that actions are designed to improve the corporate climate.

Therefore, after this analysis, measures must be taken. Therefore, it is appropriate to schedule a meeting to discuss what actions can be taken.

5-Disclosure of results

As well as publicizing the research “event” in advance, it is recommended that the results be presented to people. Thus, the research action is complete and the purpose will be better understood.

One final tip: do this survey regularly! Over time, your company changes, grows, employees are renewed, so maintain a periodicity of application so that the evolution of your company is constant.

Now that you’ve learned the step-by-step way of doing climate research, just get your hands dirty. This tool will help you keep your company’s environment better.

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