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Monthly Health Check Survey Template
Don’t wait for yearly engagement surveys. Use this monthly health check to uncover issues across people, process, and product — before they become cracks in your team.
Why Monthly Health Checks Build Trust
Most companies only run engagement surveys once a year. Shannon believes that’s too slow:
“You can’t understand your team if you only check in once a year.”
Her health check covers the 3 P’s:
- People → happiness, staffing, culture, management
- Process → collaboration, discovery, delivery, data
- Product → impact, strategy alignment, outcomes
The rules are simple:
- Anonymous for honesty
- Anything below 3/5 needs a follow-up comment
- Results are shared transparently
The result: faster detection of blind spots, higher trust, and a clear mirror for leadership.
How to Make the Most of the Monthly Health Check Survey
This quick, recurring survey helps you spot stress signals, cultural gaps, and process bottlenecks - before they grow into resignations or missed goals. Shannon Vettes’ Monthly Health Check keeps your leadership grounded in what really matters: whether your people have what they need to do their best work.
It’s built for teams moving fast through growth, pivots, or change. Run it monthly to surface hidden blockers, align priorities, and build a culture where feedback is seen as progress, not risk.
Exclusive advice from Shannon for leaders:
1. Run it monthly
Keep a regular pulse and don’t wait for issues to explode.
2. Act on low scores
Anything below 3/5 deserves follow-up in 1:1 or team forums.
3. Share results openly
Transparency builds trust and accountability.
Next up in Shannon's templates:
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