Usage
Forum moderators can launch the Forum Health Survey at any time. Chapter Managers and officers can use the data gathered from the moderator-initiated Forum Health Survey to assess the health of forums in their chapter/region and provide support where needed. High-performing forums use it annually to identify specific needs, resolve conflicts, and strengthen engagement.
Platform
Connect > Officer Dashboard > Forum Health Survey or https://forums.ypo.org.
Watch the video
Steps
Forum Moderator: Accessing the forum health survey
Go to https://forums.ypo.org or Connect > Officer Dashboard > Send Forum Survey. You must be logged into YPO Connect to access it.
Click on https://forums.ypo.org
or
Connect > Officer Dashboard > Send Forum Survey:
Step 1:
Step 2:
Forum Moderator: Preparations to launch the forum health survey
Only the current forum moderator (as named in the CM Hub) can launch the survey. If no moderator is assigned, any forum member can launch it.
Chapter Forum Officers and Chapter Managers can update forum members' affiliation in the Chapter Management Hub. Chapter Forum Moderators do not have access to the Chapter Management Hub to update forum membership.
Ensure that all member names and email addresses in CM Hub are current.
Always ensure moderator details are up to date. If no moderator is assigned, the survey is visible to all forum members.
Forum data must be updated before the moderator initiates the Forum Health Survey, as a member cannot be added after launching a survey.
If a survey is launched before the forum data is updated, contact [email protected] to cancel and restart the survey with the updated list. Reach out to [email protected] if a forum member does not receive the survey link.
Forum Moderator: Launch the forum health survey
1. Click on Launch Survey (https://forums.ypo.org) or Send Forum Survey in YPO Connect.
2. Select the Forum name and click Send Survey.
3. The moderator will receive an email titled, "Congratulations! You have initiated a YPO forum health survey."
Step 1:
Step 2:
Forum Moderator Email -Survey Creation
Survey duration: The Forum Health Survey closes three weeks after launch. Once 50% of forum members complete the survey, the moderator will receive an email with the report.
Another email will be sent when the survey closes.
Forum Moderator Email -50% completion
How do participants fill out the survey?
Participants will receive an email titled, "Help Shape Our Forum’s Future! Invitation to complete the forum health survey."
Click on, Click here to complete the survey.
Forum Moderator: Resending a survey
Send a survey again to any member who reported not receiving the communication.
Forum Moderator: Find survey results for moderator
Click on Send Forum Survey in YPO Connect.
2. Select the Forum Name and click on the Survey Report name.
3. Review the report information and data fields. You can export or generate PDF.
Survey results: It is important to note that survey results will only be available for surveys completed after July 2024.
Full reports from previous surveys before July 2024 are not available; however, numerical data may be retrievable. Contact [email protected] or your Regional Forum and Learning Manager for support.
Survey confidentiality: To protect confidentiality, the forum moderator cannot see who has and who hasn’t responded. Furthermore, the report shows average scores, contributing factors, and suggestions to help guide conversations and planning.
Things to know
How to use the Forum Health Survey report: Once a forum receives the survey results, they can work with a Certified Forum Facilitator (CFF) to dig deeper into the forum’s opportunities for growth. Many forums use their FHS results to shape a SuperCharge, retreat, or a focused session.
Introducing the Forum Health Survey to a forum: YPO has created a Forum Health Survey PowerPoint that's perfect for sharing with your forum. It's especially helpful for forum officers and moderators to communicate the value of the survey, how it works, and how it strengthens forum health. Use it during a forum meeting, SuperCharge, or retreat to build momentum and encourage participation. Download it here.
Resources
Forum Health Survey Metrics for Chapters (only available for Chapter Managers and Forum Officers)
How to get help
Reach out to [email protected] for any technical issues or if you have a specific question about the Forum Health Survey.