You can't fix what you don't measure. This toolkit gives you a research-backed diagnostic survey, a ready-to-use analysis spreadsheet, and a leadership presentation — everything you need to understand what's driving staff satisfaction and what's quietly eroding it before it shows up in turnover.

The survey measures staff experience across four themes using a five-point scale: Belonging & Value, Leadership & Support, Collaboration & Culture, and Workload & Resources. With three questions per theme, you can see exactly which aspect of a low-scoring area to address — not just that something is wrong, but what.

The administration guide helps you read results in order — Workload & Resources and Leadership & Support tend to have faster paths to action than Belonging or Collaboration, which require longer cultural investment. It covers the research foundation, how to interpret your scores, and what to do with results that are hard to share. The analysis spreadsheet calculates results automatically and generates a Leadership Summary one-pager ready to share with your principal, superintendent, or district leadership — pulling school name, date, and respondent count directly from your data entry tab.

Grounded in RAND's State of the American Teacher Survey, the North Carolina Teacher Working Conditions Survey, and research on belonging, leadership, collaboration, and workload as drivers of teacher retention.

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What's in this toolkit:

  • Administration guide with quick start, research foundation, score interpretation, and FAQ (PDF)
  • Survey instrument — print-ready, formatted for paper or digital administration
  • Analysis spreadsheet with auto-calculated scores, color-coded results, and Leadership Summary tab
  • Results presentation — branded version and plain template (2 PPTX files)

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Compatibility: The analysis spreadsheet is built in Excel (.xlsx) and fully tested in Microsoft Excel and Google Sheets. Compatibility with other spreadsheet applications is not guaranteed. The results presentations are PowerPoint files (.pptx) fully tested in Microsoft PowerPoint and Google Slides. Compatibility with other presentation applications is not guaranteed.

Please note: This toolkit is intended to help organizations collect feedback and strengthen programs. Any surveys included are perception-based and not psychometrically validated. Results depend on your organization’s implementation and do not guarantee funding or specific outcomes.

Instant download. Single-site license. All sales final.