Sign in
Toolkit

How to measure and improve engagement with staff in major change

A toolkit for engaging staff well in change including a guide and flexible tools to measure engagement.

This resource is designed to support organisations that are planning to engage staff in major changes. It presents two new tools designed to be used together. These both measure staff experience of engagement during major change, and support those who are responsible for planning and leading change.

About this resource

This toolkit provides you with:

  • 10 principles for how to engage staff well in major change
  • guidance on the key considerations underpinning a good measurement approach
  • a survey of staff tool
  • a planning and reflection tool
  • equity, diversity and inclusion considerations when measuring engagement in change
  • guidance on moving from data to analysis and action.

How to use this resource

As well as providing practical guidance and signposting to existing resources, this resource presents two new tools. Designed to be used together, these both directly measure staff experience of engagement during major change, and also support those who are responsible for planning and leading change.

Who is it for?

This resource is designed to help those leading change to better understand, measure and improve the engagement of staff within their change processes.
Those who may find it useful include:

  • change leaders
  • decision makers
  • named leads
  • programme sponsors
  • change team members
  • communication leads
  • learning leads.

How it was developed

This toolkit is the result of a research project led by Q’s insight team. We worked with Thiscovery[ref]Thiscovery supports successful improvement and innovation in health and care by unlocking the insight and expertise of patients, staff and the public. 

Their approach draws on the expertise academics, former clinicians, and technical innovators, alongside an accessible online platform that leverages sophisticated research methods, engaging a growing, diverse crowd of participants. The robust, reliable insights they deliver help organisations solve real problems by shaping evidence-based solutions.

[/​ref] to connect with more than 300 participants from across the health and care sectors.

Downloads

Discover more

email hidden; JavaScript is required
Q, The NHS Alliance, 2nd Floor, 18 Smith Square, London, SW1P 3HZ
© 2026 The Health Foundation
Website: William Joseph