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Aligned to annual survey requirements under Section 1128 of the National Defense Authorization Act for Fiscal Year 2004, it covers governance and eligibility decisions, platform and IT specifications, survey item development, privacy and confidentiality controls, and operational launch planning. It further addresses response-rate monitoring, reminder and help-desk processes, post-survey weighting, reporting, action planning, and required OPM and OMB data submission.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/employee-survey-playbook-a-guide-for-federal-agencies-to-design-administer-and-report-employee-feedback-july-2026/243497/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/employee-survey-playbook-a-guide-for-federal-agencies-to-design-administer-and-report-employee-feedback-july-2026/243497.png","ImageObject",442,249,{"name":88,"@type":89},"supergirl","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What lifecycle stages does the playbook cover for an employee survey?","Question",{"text":108,"@type":109},"It covers the full survey lifecycle: governance and eligibility decisions, platform selection, survey design, administration and response monitoring, post-survey reporting, and U.S. Office of Personnel Management (OPM) data submission.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the playbook distinguish different survey administration approaches?",{"text":113,"@type":109},"It addresses approaches such as sample survey versus census survey and anonymous versus unique-link administration, guiding agencies on choices based on their planning stage.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the post-survey and reporting obligations described?",{"text":117,"@type":109},"It includes weighting, reporting, action planning, and data submission requirements, including submission to OPM and OMB and publicly posting results.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},243497,1791726767,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},962088121634,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Employee Survey Playbook: A Guide for Federal Agencies to Design, Administer, and Report Employee Feedback  \nJULY 2026  \nEmployee Survey Playbook:  \nA Guide for Federal Agencies to Design, Administer, and Report Employee Feedback  \nSection 1128 of the National Defense Authorization Act for Fiscal Year 2004 (Pub. L. 108- 136, 5 U.S.C. 7101 note) requires executive agencies to survey their workforce annually on topics including performance management, leadership and organizational alignment, workplace culture and employee experience. This Playbook is designed to help agencies meet those requirements from initial planning through data submission regardless of agency size, survey maturity, or available resources.  \nThe Playbook addresses the full survey lifecycle: eligibility and governance decisions, platform selection, survey design, administration, response monitoring, post-survey reporting, and U.S. Office of Personnel Management (OPM) data submission. Agencies may use sections independently or as a whole, depending on where they are in the planning process.  \nThroughout, the Playbook highlights cost-efficient approaches, opportunities to use existing internal resources, and practical recommendations drawn from survey research and federal practice.  \nTable of Contents  \nSuggested Survey Timeline ............................................................................................3  \n1. Pre-Survey Administration: Planning and Design.......................................................4  \n1.1 Establish Governance...........................................................................................4  \n1.2 Determine Eligibility Criteria..................................................................................5  \n1.3 Survey Platform and IT Speciﬁcations ....................................................................5  \n1.4 Determine Survey Administration Approach ...........................................................6  \nSample Survey vs. Census Survey ...........................................................................6  \nAnonymous vs. Unique-Link Administration .............................................................7  \n1.5 Develop Survey Items ...........................................................................................8  \nRequired Items (5 CFR 250) .....................................................................................9  \nDeﬁnitions .............................................................................................................9  \nAgency-Speciﬁc Items .......................................................................................... 10  \nDemographic Items .............................................................................................. 11  \n1.6 Privacy Requirements: System of Records Notice (SORN) and Privacy Act Statement.............................................................................................................................. 12  \nSystem of Records Notice (SORN) ......................................................................... 12  \nPrivacy Act Statement .......................................................................................... 12  \nData Management, Conﬁdentiality, and Disclosure Avoidance ................................ 12  \nRecommended Coordination ................................................................................ 13  \n1.7 Identify Organizational Levels and Reporting Structure ......................................... 13  \nOptions for Capturing Organizational Data ............................................................. 13  \n1.8 Establish a Help Desk Process ............................................................................ 14  \n1.9 Establish Survey Administration Launch Schedule ............................................... 14  \n1.10 Survey Communication and Promotion .............................................................. 15  \n2. Survey Ad","cbCaieYTEKBGYv9D","https://ap.wps.com/l/cbCaieYTEKBGYv9D","pdf",479536,25,"English","# Suggested Survey Timeline\n# Pre-Survey Administration: Planning and Design\n## Establish Governance\n## Determine Eligibility Criteria\n## Survey Platform and IT Specifications\n## Determine Survey Administration Approach\n## Develop Survey Items\n## Privacy Requirements: System of Records Notice (SORN) and Privacy Act Statement\n## Identify Organizational Levels and Reporting Structure\n## Establish a Help Desk Process\n## Establish Survey Administration Launch Schedule\n## Survey Communication and Promotion\n# Survey Administration\n## Response Rate Monitoring\n## Reminder Administration\n## Help Desk Operations During Fielding\n# Post-Survey Administration\n## Weighting\n## Reporting\n## Action Planning\n## Data Submission Requirements\n# OPM Assistance\n# Appendix A: Response Scale Examples","[{\"question\":\"What lifecycle stages does the playbook cover for an employee survey?\",\"answer\":\"It covers the full survey lifecycle: governance and eligibility decisions, platform selection, survey design, administration and response monitoring, post-survey reporting, and U.S. Office of Personnel Management (OPM) data submission.\"},{\"question\":\"How does the playbook distinguish different survey administration approaches?\",\"answer\":\"It addresses approaches such as sample survey versus census survey and anonymous versus unique-link administration, guiding agencies on choices based on their planning stage.\"},{\"question\":\"What are the post-survey and reporting obligations described?\",\"answer\":\"It includes weighting, reporting, action planning, and data submission requirements, including submission to OPM and OMB and publicly posting results.\"}]","Employee Survey Playbook - A Guide for Federal Agencies to Design, Administer, and Report Employee Feedback - July 2026 | PDF",1789204656,9]