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Sample quarterly pulse report

Quarterly Pulse Review

A full example of the quarterly 8-question pulse output: headline Engagement Index, dimension snapshot, trend signals, and a companion 90-day corrective-action plan.

Engagement Index
72/100
Culture band
Healthy
Responses
148
Quarterly pulse results
Sample data

Engagement sits at 72/100 (Healthy) with a participation rate of 84% across 148 of 176 employees. The organization is carried by strong purpose alignment (82) and team-level trust (78), but three structural risks are pulling the score down: (1) workload sustainability has fallen 11 points QoQ to 54, with cafe-floor and customer-support staff well below the threshold; (2) recognition is wildly uneven — an 18-point gap between the roastery (74) and cafe floor (56); and (3) 41% of respondents say feedback given in 1:1s rarely results in visible action. eNPS has slipped from +28 to +19, driven almost entirely by the cafe and support cohorts. Without intervention in the next 30–60 days, the model projects a 6–9 point EI drop by Q3 and elevated regrettable attrition risk on the cafe floor.

1. Methodology & Coverage - 148 responses out of 176 invited (84% participation, +6 pts vs Q1). - Departments represented: Cafe Floor (62), Roastery & Production (34), Customer Support (22), Wholesale & Sales (16), People & Finance (9), Leadership (5). - Confidence: High for Cafe, Roastery, Support. Indicative only for People & Finance and Leadership due to small n — read those as directional. - Free-text comments analyzed: 312 across 9 open questions. Sentiment split: 46% positive, 31% neutral, 23% negative.

2. Engagement Index — Dimension Breakdown | Dimension | Score | vs Q1 | Band | | --- | --- | --- | --- | | Purpose & Mission | 82 | +1 | Thriving | | Team Trust | 78 | +2 | Thriving | | Manager Effectiveness | 71 | -3 | Healthy | | Growth & Development | 66 | -2 | Healthy | | Recognition | 63 | -5 | At risk | | Communication & Voice | 61 | -4 | At risk | | Workload Sustainability | 54 | -11 | At risk | | Pay & Benefits Fairness | 58 | -1 | At risk |

3. Strengths to Protect - **Purpose alignment is a genuine moat.** 86% can describe Acme's mission in their own words; 79% say their daily work connects to it. This is the single biggest reason people stay. - **Peer trust is high across every department.** Even in cohorts where overall EI is weak (Cafe, Support), team-trust scores stay above 72. Whatever managers are doing on team chemistry is working — don't disrupt it. - **Onboarding rated strongly** by employees in their first 6 months (EI 79). New-hire NPS is +44.

4. Watch-outs & Root Causes ### 4a. Workload sustainability (54, ▼11) - 38% of respondents reported >5 hours unplanned overtime per week in the last month. - Concentrated in Cafe Floor (47%) and Customer Support (41%). - Comments cluster around three causes: (i) unfilled shifts after two Q1 departures, (ii) the new mobile-order channel adding ~22% volume with no staffing adjustment, (iii) inconsistent break enforcement on closing shifts.

4b. Recognition variance (63, ▼5; 18-pt department spread) - Roastery managers run a structured weekly shout-out; cafe and support do not. - 29% of cafe staff said they had received no recognition of any kind in the last 90 days. - High performers in Support are the most likely to feel invisible (recognition score 49 in that cohort).

4c. Feedback follow-through (Communication 61, ▼4) - 41% disagree that "feedback I share in 1:1s leads to visible change." - 7 comments use the exact phrase "black hole." Another 14 describe the same pattern. - Strongest in Cafe and Support; Leadership cohort itself rates this at 78, suggesting a perception gap leadership may not see.

4d. Pay & benefits fairness (58) - Not a crisis, but the lowest-tenure quartile (<12 months) scores it at 49. - Comments focus on (i) tip-pool transparency on the cafe floor, (ii) parity between full-time and 30-hour contracts on health benefits.

5. eNPS Deep Dive - Overall eNPS: +19 (Promoters 41%, Passives 37%, Detractors 22%). - Roastery: +38. Cafe: +4. Support: -9. Wholesale: +25. - Detractor comments are dominated by two themes: workload (62% of detractor comments) and "feeling unheard" (44%, with overlap). - Promoter comments cite mission, teammates, and coffee quality, in that order.

6. Department Scorecards ### Cafe Floor (n=62) — EI 61, eNPS +4 - Lowest scores: Workload (48), Recognition (56), Communication (57). - Highest scores: Team Trust (74), Purpose (78). - Top 3 comment themes: short-staffing on weekends, tip-pool clarity, lack of recognition from district managers. - Risk: 11 cafe staff scored <40 on workload AND were detractors on eNPS — this is the at-risk attrition pool.

Roastery & Production (n=34) — EI 81, eNPS +38 - Strongest cohort in the organization. Workload sustainable (72), recognition healthy (74), growth perceived (74). - Watch-out: growth scores dipped 4 pts as the team has stabilized — high performers are asking "what's next?" Three explicit comments about wanting a senior-roaster track.

Customer Support (n=22) — EI 58, eNPS -9 - Lowest department score. Workload (49), Recognition (49), Manager Effectiveness (61). - The new ticketing system rollout in April is cited in 9 comments as poorly trained-for. - Two comments raise a specific manager-behavior concern — recommend a confidential check-in.

Wholesale & Sales (n=16) — EI 74, eNPS +25 - Healthy overall. Sole watch-out is tooling: 6 comments about CRM friction and duplicate data entry.

People & Finance (n=9) — EI 76 (indicative) - Small n; treat as directional. Comments are positive but mention being stretched thin during the Q1 audit.

Leadership (n=5) — EI 80 (indicative) - Self-reported; expected to be higher than line staff. The perception gap on "feedback follow-through" (Leadership 78 vs org 61) is the most important signal here.

7. Tenure & Demographic Cuts - <12 months tenure (n=29): EI 74. Onboarding strong, pay-fairness weakest. - 1–3 years (n=64): EI 70. Workload weakest here. - 3+ years (n=55): EI 73. Growth & development weakest — the "what's next" question is real. - No statistically meaningful variance by gender or location after controlling for department.

8. Comment Theme Map (top themes by frequency) 1. Short-staffing / overtime — 71 mentions 2. Recognition inconsistency — 44 mentions 3. Feedback not acted on — 38 mentions 4. Mission & coffee pride — 34 mentions (positive) 5. Manager quality (mostly positive at team level) — 29 mentions 6. Tip-pool transparency — 17 mentions 7. Ticketing-system training — 12 mentions 8. Career path clarity — 11 mentions