Engagement at The Health Trust Presented by Quantum Workplace 2014 Executive Report - The Health Trust

Agenda Executive Report - The Health Trust Overview of Results External and Internal Benchmarks Demographic Summary Areas of Engagement Item by Item Items Benchmarked by Category

Overview of Results: How many employees responded and what is our score? Executive Report - The Health Trust

Quick Look at Results 80 employees responded to the survey Overall engagement score: (on a 100-point scale) Executive Report - The Health Trust Most favorably rated category: Trust in Senior Leaders Alignment with Goals Job Satisfaction Least favorably rated category: (excluding benefits) Feeling Valued Retention Risk Individual Contribution

Employee Profiles Executive Report - The Health Trust

Employee Profiles Executive Report - The Health Trust Engaged: Avg. Score: 5-6 Highly favorable | Advocates Intend to stay | High discretionary effort Contributing: Avg. Score: Moderately favorable | Held back Opportunity for increased performance Disengaged: Avg. Score: Indifferent | Lack motivation At-risk for retention Hostile: Avg. Score: Negative | Lack commitment Impact productivity of others Legend

External and Internal Benchmarks: How do we compare? Executive Report - The Health Trust

Employee Profiles: Benchmarked Executive Report - The Health Trust Disengaged: Avg. Score: Indifferent | Lack motivation At-risk for retention Hostile: Avg. Score: Negative | Lack commitment Impact productivity of others Legend Engaged: Avg. Score: 5-6 Highly favorable | Advocates Intend to stay | High discretionary effort Contributing: Avg. Score: Moderately favorable | Held back Opportunity for increased performance

Engagement Score: Benchmarked Executive Report - The Health Trust Overall engagement score: (on a 100-point scale) Next Survey’s Goal: Close gap to perfect score by 10% | Target score = 85.85

Demographic Summary: How do we compare? Executive Report - The Health Trust

Engagement Score: Age Executive Report - The Health Trust Engagement Score Overall: (+8.27) 25 and under90.90 Engagement Score Overall: (+6.62) Engagement Score Overall: (+2.24) Most EngagedLeast Engaged None Selected74.80 Engagement Score Overall: (-9.48) Engagement Score Overall: (+0.03) Engagement Score Overall: (+0.35)

Engagement Score: Age Executive Report - The Health Trust None Selected74.80 Engagement Score Overall: (-9.48) 25 and under90.90 Engagement Score Overall: (+6.62) Engagement Score Overall: (+0.03) Engagement Score Overall: (+8.27) Engagement Score Overall: (+0.35) Engagement Score Overall: (+2.24)

Engagement Score: Employee Status Executive Report - The Health Trust Part-Time88.33 Engagement Score Overall: (+4.05) Full-Time86.09 Engagement Score Overall: (+1.82) None Selected70.35 Engagement Score Overall: (-13.93) Most EngagedLeast Engaged None Selected70.35 Engagement Score Overall: (-13.93) Full-Time86.09 Engagement Score Overall: (+1.82) Part-Time88.33 Engagement Score Overall: (+4.05)

Engagement Score: Employee Status Executive Report - The Health Trust Part-Time88.33 Engagement Score Overall: (+4.05) Full-Time86.09 Engagement Score Overall: (+1.82) None Selected70.35 Engagement Score Overall: (-13.93)

Engagement Score: Function/Department Executive Report - The Health Trust Operations / Logistics Engagement Score Overall: (+5.62) Finance89.54 Engagement Score Overall: (+5.27) Customer Service88.57 Engagement Score Overall: (+4.30) Most EngagedLeast Engaged None Selected75.23 Engagement Score Overall: (-9.05) Other83.13 Engagement Score Overall: (-1.15) Customer Service88.57 Engagement Score Overall: (+4.30)

Engagement Score: Function/Department Executive Report - The Health Trust Operations / Logistics Engagement Score Overall: (+5.62) Finance89.54 Engagement Score Overall: (+5.27) Customer Service88.57 Engagement Score Overall: (+4.30) Other83.13 Engagement Score Overall: (-1.15) None Selected75.23 Engagement Score Overall: (-9.05)

Engagement Score: Gender Executive Report - The Health Trust Female87.91 Engagement Score Overall: (+3.63) Male82.43 Engagement Score Overall: (-1.85) None Selected73.64 Engagement Score Overall: (-10.64) Most EngagedLeast Engaged None Selected73.64 Engagement Score Overall: (-10.64) Male82.43 Engagement Score Overall: (-1.85) Female87.91 Engagement Score Overall: (+3.63)

Engagement Score: Gender Executive Report - The Health Trust Female87.91 Engagement Score Overall: (+3.63) Male82.43 Engagement Score Overall: (-1.85) None Selected73.64 Engagement Score Overall: (-10.64)

Engagement Score: Highest Level of Education Executive Report - The Health Trust Associate's degree90.18 Engagement Score Overall: (+5.90) Master’s degree88.03 Engagement Score Overall: (+3.76) Bachelor's degree85.69 Engagement Score Overall: (+1.41) Most EngagedLeast Engaged None Selected76.85 Engagement Score Overall: (-7.42) Bachelor's degree85.69 Engagement Score Overall: (+1.41) Master’s degree88.03 Engagement Score Overall: (+3.76)

Engagement Score: Highest Level of Education Executive Report - The Health Trust None Selected76.85 Engagement Score Overall: (-7.42) Associate's degree90.18 Engagement Score Overall: (+5.90) Bachelor's degree85.69 Engagement Score Overall: (+1.41) Master’s degree88.03 Engagement Score Overall: (+3.76)

Engagement Score: Position Level Executive Report - The Health Trust Professional / Technical Engagement Score Overall: (+4.91) Hourly86.69 Engagement Score Overall: (+2.42) Manager level86.16 Engagement Score Overall: (+1.89) Most EngagedLeast Engaged None Selected75.23 Engagement Score Overall: (-9.05) Other Salaried83.72 Engagement Score Overall: (-0.56) Executive level84.75 Engagement Score Overall: (+0.47)

Engagement Score: Position Level Executive Report - The Health Trust None Selected75.23 Engagement Score Overall: (-9.05) Executive level84.75 Engagement Score Overall: (+0.47) Manager level86.16 Engagement Score Overall: (+1.89) Professional / Technical Engagement Score Overall: (+4.91) Other Salaried83.72 Engagement Score Overall: (-0.56) Hourly86.69 Engagement Score Overall: (+2.42)

Engagement Score: Race/Ethnicity Executive Report - The Health Trust Asian91.26 Engagement Score Overall: (+6.98) Hispanic/Latino86.06 Engagement Score Overall: (+1.79) White85.53 Engagement Score Overall: (+1.25) Most EngagedLeast Engaged None Selected77.25 Engagement Score Overall: (-7.03) Two or more races78.29 Engagement Score Overall: (-5.99) White85.53 Engagement Score Overall: (+1.25)

Engagement Score: Race/Ethnicity Executive Report - The Health Trust Asian91.26 Engagement Score Overall: (+6.98) Hispanic/Latino86.06 Engagement Score Overall: (+1.79) White85.53 Engagement Score Overall: (+1.25) Two or more races78.29 Engagement Score Overall: (-5.99) None Selected77.25 Engagement Score Overall: (-7.03)

Engagement Score: Tenure Executive Report - The Health Trust Less than 1 year91.68 Engagement Score Overall: (+7.40) years90.77 Engagement Score Overall: (+6.49) 15 years or more86.67 Engagement Score Overall: (+2.39) Most EngagedLeast Engaged None Selected75.23 Engagement Score Overall: (-9.05) years76.40 Engagement Score Overall: (-7.88) years80.17 Engagement Score Overall: (-4.11)

Engagement Score: Tenure Executive Report - The Health Trust None Selected75.23 Engagement Score Overall: (-9.05) Less than 1 year91.68 Engagement Score Overall: (+7.40) years80.17 Engagement Score Overall: (-4.11) years86.09 Engagement Score Overall: (+1.81) years90.77 Engagement Score Overall: (+6.49) years76.40 Engagement Score Overall: (-7.88)

Areas of Engagement: Where do we excel and where do we need to improve? Executive Report - The Health Trust

Areas of Engagement: Where We Excel Executive Report - The Health Trust Top 5 Categories Trust in Senior Leaders85.53% Favorable Alignment with Goals83.75% Favorable Job Satisfaction83.70% Favorable Trust with Coworkers82.45% Favorable Teamwork82.39% Favorable 1 st 2 nd 3 rd 4 th 5 th

Areas of Engagement: Where to Improve Executive Report - The Health Trust Top 5 Unfavorable Categories Benefits10.19% Unfavorable Retention Risk9.40% Unfavorable Manager Effectiveness6.77% Unfavorable Feeling Valued5.96% Unfavorable Individual Contribution5.62% Unfavorable 1 st 2 nd 3 rd 4 th 5 th

Areas of Engagement: Most Uncertainty Executive Report - The Health Trust Top 5 Neutral Categories Benefits31.21% Neutral Feeling Valued21.63% Neutral Individual Contribution19.38% Neutral Retention Risk18.18% Neutral Manager Effectiveness18.05% Neutral 1 st 2 nd 3 rd 4 th 5 th

Item by Item: What were our best and worst rated survey items? Executive Report - The Health Trust

Item by Item Most Favorable Executive Report - The Health Trust 78.2% Average Favorable Rating: Top 10 Items The people I work with most closely are committed to producing top quality work. 92.5% Favorable I feel loyal to my immediate team or work group. 92.4% Favorable I believe this organization will be successful in the future. 91.2% Favorable I am always thinking about ways to do my job better. 90.0% Favorable I believe the leaders of this organization are honest and trustworthy. 88.8% Favorable I understand how my job helps the organization achieve success. 88.8% Favorable The leaders of this organization demonstrate integrity. 88.6% Favorable I enjoy doing my work. 87.5% Favorable I know I can depend on the other members of my team. 85.0% Favorable The leaders of this organization are committed to making it a great place to work. 84.8% Favorable

Item by Item Most Uncertain Executive Report - The Health Trust 16.7% Average Uncertain Rating: Top 10 Items We have benefits not typically available at other organizations. 37.2% Uncertain If I contribute to the organization's success, I know I will be recognized. 31.2% Uncertain Considering the value I bring to the organization, I feel I am paid fairly. 30.0% Uncertain The organization makes investments to make me more successful. 26.2% Uncertain I feel close to the other members of my work group. 26.2% Uncertain My benefits meet my (and my family's) needs well. 25.3% Uncertain My immediate supervisor regularly gives me constructive feedback on my job performance. 25.0% Uncertain I see professional growth and career development opportunities for myself in this organization. 25.0% Uncertain There is open and honest communication between employees and managers. 24.1% Uncertain Goals and accountabilities are clear to everyone on my team. 22.8% Uncertain

Item by Item Most Unfavorable Executive Report - The Health Trust 5.1% Average Unfavorable Rating: Top 10 Items We have benefits not typically available at other organizations. 15.4% Unfavorable I see professional growth and career development opportunities for myself in this organization. 13.8% Unfavorable Considering the value I bring to the organization, I feel I am paid fairly. 12.5% Unfavorable It would take a lot to get me to leave this organization. 11.2% Unfavorable I would like to be working at this organization one year from today. 10.0% Unfavorable There is open and honest communication between employees and managers. 8.9% Unfavorable If I contribute to the organization's success, I know I will be recognized. 8.8% Unfavorable My team effectively collaborates leveraging individual strengths. 7.6% Unfavorable My immediate supervisor regularly gives me constructive feedback on my job performance. 7.5% Unfavorable I know how I fit into the organization's future plans. 7.5% Unfavorable

Items Benchmarked by Category: How did our scores on individual survey items compare to our main benchmarks? Executive Report - The Health Trust

Items Benchmarked by Category: Executive Report - The Health Trust Alignment with Goals Item I believe this organization will be successful in the future. I understand how my job helps the organization achieve success. I understand the company's plans for future success. I know how I fit into the organization's future plans. LEGEND: FavorableNeutralUnfavorable 91%(+0%)99%(-8%)85%(+6%)87%(+4%) 94%(-5%)99%(-10%)91%(-2%)87%(+2%) 84%(+0%)96%(-12%)77%(+7%)76%(+8%) 75%(-4%)94%(-23%)63%(+8%)63%(+8%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Benefits Item My benefits meet my (and my family's) needs well. We have benefits not typically available at other organizations. LEGEND: FavorableNeutralUnfavorable 77%(-7%)94%(-24%)69%(+1%)67%(+3%) 52%(-5%)77%(-30%)58%(-11%)47%(+0%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Feeling Valued Item The leaders of this organization are committed to making it a great place to work. The leaders of the organization value people as their most important resource. The organization makes investments to make me more successful. Considering the value I bring to the organization, I feel I am paid fairly. LEGEND: FavorableNeutralUnfavorable 85%(+0%)99%(-14%)75%(+10%)80%(+5%) 81%(-2%)97%(-18%)70%(+9%)69%(+10%) 73%(-4%)90%(-21%)68%(+1%)62%(+7%) 68%(-10%)87%(-29%)54%(+4%)52%(+6%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Individual Contribution Item I am always thinking about ways to do my job better. If I contribute to the organization's success, I know I will be recognized. LEGEND: FavorableNeutralUnfavorable 95%(-5%)99%(-9%)93%(-3%)95%(-5%) 78%(-18%)94%(-34%)65%(-5%)55%(+5%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Job Satisfaction Item I enjoy doing my work. This job is in alignment with my career goals. My job allows me to utilize my strengths. I find my job interesting and challenging. LEGEND: FavorableNeutralUnfavorable 89%(-1%)99%(-11%)88%(+0%)80%(+8%) 82%(+2%)97%(-13%)74%(+10%)76%(+8%) 84%(-2%)96%(-14%)78%(+4%)75%(+7%) 86%(-5%)98%(-17%)81%(+0%)76%(+5%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Manager Effectiveness Item I trust and respect my immediate supervisor. I like working for my immediate supervisor. My immediate supervisor cares about my development. My immediate supervisor regularly gives me constructive feedback on my job performance. There is open and honest communication between employees and managers. LEGEND: FavorableNeutralUnfavorable 89%(-5%)99%(-15%)83%(+1%)81%(+3%) 87%(-6%)99%(-18%)81%(+0%)75%(+6%) 85%(-9%)96%(-20%)79%(-3%)64%(+12%) 74%(-6%)87%(-19%)73%(-5%)61%(+7%) 79%(-12%)98%(-31%)65%(+2%)61%(+6%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Retention Risk Item I recommend this organization as a great place to work. I would like to be working at this organization one year from today. It would take a lot to get me to leave this organization. I see professional growth and career development opportunities for myself in this organization. LEGEND: FavorableNeutralUnfavorable 87%(-3%)99%(-15%)79%(+5%)77%(+7%) 87%(-8%)96%(-17%)83%(-4%)74%(+5%) 77%(-11%)98%(-32%)69%(-3%)57%(+9%) 76%(-15%)97%(-36%)62%(-1%)46%(+15%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Teamwork Item The people I work with most closely are committed to producing top quality work. My immediate coworkers consistently go the extra mile to achieve great results. My team effectively collaborates leveraging individual strengths. Goals and accountabilities are clear to everyone on my team. LEGEND: FavorableNeutralUnfavorable 92%(+0%)98%(-6%)82%(+10%)86%(+6%) 88%(-4%)98%(-14%)77%(+7%)75%(+9%) 82%(-1%)96%(-15%)73%(+8%)70%(+11%) 78%(-6%)97%(-25%)71%(+1%)69%(+3%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Trust in Senior Leaders Item I believe the leaders of this organization are honest and trustworthy. The leaders of this organization demonstrate integrity. I trust the senior leadership team to lead the company to future success. I trust the leaders of this organization to set the right course. LEGEND: FavorableNeutralUnfavorable 87%(+2%)99%(-10%)77%(+12%)84%(+5%) 88%(+1%)99%(-10%)78%(+11%)85%(+4%) 85%(-3%)98%(-16%)75%(+7%)76%(+6%) 83%(-1%)97%(-15%)74%(+8%)79%(+3%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

Items Benchmarked by Category: Executive Report - The Health Trust Trust with Coworkers Item I feel loyal to my immediate team or work group. I know I can depend on the other members of my team. I have a close and trusting relationship with one or more coworkers. I feel close to the other members of my work group. LEGEND: FavorableNeutralUnfavorable 94%(-2%)99%(-7%)91%(+1%)88%(+4%) 89%(-4%)100%(-15%)81%(+4%)84%(+1%) 91%(-7%)99%(-15%)86%(-2%)79%(+5%) 84%(-15%)98%(-29%)76%(-7%)66%(+3%) % Favorable (% Above Benchmark) (% Below Benchmark) vs All Companies of Same Size w/in Region: vs Top 3 Companies of Same Size w/in Region: vs Not-for-profit:vs Previous Year: % Favorable % Difference % Favorable % Difference % Favorable % Difference % Favorable % Difference

2014 Executive Report - The Health Trust 46 WANT A MORE IN-DEPTH ANALYSIS AND PRESENTATION? Talk to your Engagement Manager about an Executive Summary presentation. Overview of engagement anchors and drivers Identification of your organization’s most critical drivers of engagement Analysis of your opportunities and threats Discussion of critical data points and trends Recommendations on where to focus action planning 40 to 50-page report on your results One-on-one time with a Quantum Workplace research analyst Formal presentation to your organization’s leadership team For more information, contact Quantum Workplace:

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