NCEO Survey Resources

The ESOP Effectiveness Survey

The ESOP Effectiveness Survey is a quick snapshot of key ownership attitudes at your company. The survey includes 24 items and covers the following topics:

• Ownership Identity (how much people feel like owners, the importance of ownership, pride in ownership),
• ESOP Understanding (general comfort with ESOP concepts, value of own account, basic ESOP mechanics, link between company performance and ESOP value),
• Perceived Fairness (overall, supervisor fairness, manager accountability),
• Attitudes About Participation (participation skills, company encouragement for participation, supervisor openness to participation, overall employee influence),
• Information Sharing (access to information, employees' motivation to understand company finances, opportunities to learn),
• Satisfaction, and
• Ownership Behaviors (challenging underperformance, willingness to work extra, active engagement, turnover intent).

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