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<h1>TITLE</h1>
<p>Dates: TO </p>
<p>Number of completed surveys: </p>
<hr>
<h2>A Health Check for your Employee Owned Business</h2>
<p>Employee ownership (EO) has the potential to deliver outstanding benefits to individual owners and drive exceptional company performance.</p>
<p>However, research shows, for that to happen, a business must have excellent EO management practices in place.</p>
<p>To help identify EO best practice, we developed the EO Framework. It is built on insights gathered directly from leaders, senior decision-makers and employee owners on how they have successfully implemented impactful EO.</p>
<p>Developed by Great EO's founding partners in collaboration with the Employee Ownership Association, the EO Framework sets out four simple areas of EO management best practice:</p>
<ul>
<li><strong>EO Roles:</strong> Clearly defined EO roles through which leaders, trustees and employee owners all understand the part they play in making EO successful.</li>
<li><strong>EO Approach:</strong> Strong EO core practices that empower employees to contribute to success.</li>
<li><strong>EO Actions:</strong> Specific areas of EO management practice that can harness the full potential of employee ownership to strengthen strategy, innovation, and brand difference.</li>
<li><strong>EO Results:</strong> Structured and consistent ways of measuring EO practice to track and enhance owner benefits and business outcomes.</li>
</ul>
<p>To bring the EO Framework to life, we have created a simple health check - the eoQ™ test - to help you assess the strength of your current EO practice and signpost areas for possible improvement. It should take up to 20-30 minutes to complete the questionnaire.</p>
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<h2>1. EO Roles</h2>
<p>It is vital that individual leaders, trustees, employee representatives and all employee owners understand their roles to ensure a successful EO business.</p>
<p><strong>To what extent does everyone fulfil their responsibilities in your business?</strong></p>
<svg style="display: inline-block" xmlns="http://www.w3.org/2000/svg" id="svg_roles" width="500" height="500"></svg>
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<hr>
<h3>Q14 Great Employee Owners</h3>
<p>1. Our employee owners understand how to think and act like an owner.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg1_1" width="800" height="200"></svg>
<p>2. Our employee owners are committed to making the business stronger.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg1_2" width="800" height="200"></svg>
<p>3. Our employee owners understand how their actions impact the current years business results.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg1_3" width="800" height="200"></svg>
<p>4. Our employee owners understand how their actions help to execute our longer-term strategy.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg1_4" width="800" height="200"></svg>
<p>5. Our employee owners understand how their actions strengthen our organisational culture.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg1_5" width="800" height="200"></svg>
<p>Q15 Please add any additional comments:</p>
<hr>
<h3>Q16 Great EO Leaders</h3>
<p>1. Our executive leaders (those responsible for leading the business) are committed to realising the full business potential of our employee ownership.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg2_1" width="800" height="200"></svg>
<p>2. Our executive leaders regularly engage our people to contribute as owners to our vision and strategy.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg2_2" width="800" height="200"></svg>
<p>3. Our executive leaders ensure our people feel connected to our purpose, values, owner mindset and behaviours.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg2_3" width="800" height="200"></svg>
<p>4. Our executive leaders are role models for our desired owner behaviours and culture.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg2_4" width="800" height="200"></svg>
<p>Q17 Please add any additional comments:</p>
<hr>
<h3>Q18 Great EO Governance</h3>
<p>1. All our governance bodies (boards, councils and voice groups) are clear on their role in ensuring long-term success for the business and its employee owners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_1" width="800" height="200"></svg>
<p>2. All our governance bodies work collaboratively and effectively to promote an ownership culture.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_2" width="800" height="200"></svg>
<p>3. All our governance bodies involve independent members who bring relevant experience, perspectives, and insights.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_3" width="800" height="200"></svg>
<p>4. All our governance bodies effectively use the diverse skills, experiences and opinions of their members.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_4" width="800" height="200"></svg>
<p>5. All our governance bodies fairly distribute ownership benefits in a manner that supports an ownership culture.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_5" width="800" height="200"></svg>
<p>6. All our governance bodies make decisions in the long-term best interests of the organisation and its stakeholders.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg3_6" width="800" height="200"></svg>
<p>Q19 Please add any additional comments:</p>
<hr>
<h2>2. EO Approach</h2>
<p>EO core practices build a strong ownership culture which drives engagement levels and encourages owner behaviours, including how to promote and protect the business over the long-term.</p>
<p><strong>To what extent are you effectively engaging your people as owners and building an ownership mindset?</strong></p>
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<h3>Great EO Culture</h3>
<p>1. Our behaviours as owners are improving the performance of the business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg4_1" width="800" height="200"></svg>
<p>2. Our people processes (recruitment, development, appraisal and reward) encourage and reward our desired owner behaviours.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg4_2" width="800" height="200"></svg>
<p>3. Our culture creates a safe environment for feedback, learning, growth, health, well-being, inclusion and diversity.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg4_3" width="800" height="200"></svg>
<p>4. Our culture and support for people develops and retains the right talent.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg4_4" width="800" height="200"></svg>
<p>Q22 Please add any additional comments:</p>
<hr>
<h3>Q23 Great EO Engagement</h3>
<p>1. All of our managers (those responsible for managing people and processes) help ensure our people understand how and where decisions are made in the business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg5_1" width="800" height="200"></svg>
<p>2. All of our managers help ensure our planning process, goal setting, and feedback channels enable people to influence decision-making as owners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg5_2" width="800" height="200"></svg>
<p>3. All of our managers help ensure our people clearly understand the connection between their owner behaviours and strategy, business performance and reward.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg5_3" width="800" height="200"></svg>
<p>4. All of our managers help ensure our people are encouraged and empowered as owners to take responsibility for their own performance and contribution.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg5_4" width="800" height="200"></svg>
<p>Q24 Please add any additional comments:</p>
<hr>
<h3>Q25 Great EO Stewardship</h3>
<p>1. During tough times, we balance the current and future needs of our employee owners with those of the organisation.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg6_1" width="800" height="200"></svg>
<p>2. Our employee owners identify and manage risks to protect our organisation and reputation.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg6_2" width="800" height="200"></svg>
<p>3. We learn from tough times to become stronger in the future.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg6_3" width="800" height="200"></svg>
<p>4. Our culture encourages leaders, managers and specialists to develop candidates for their own succession.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg6_4" width="800" height="200"></svg>
<p>Q26 Please add any additional comments:</p>
<hr>
<h2>3. EO Actions</h2>
<p>An EO business can use its ownership model to provide commercial advantages as it faces into the world.</p>
<p><strong>To what extent are you harnessing the contributions of employees as owners to strengthen the quality and effectiveness of your strategy, innovation and commercial sustainability?</strong></p>
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<h3>Q28 Great EO Strategy</h3>
<p>1. Our vision sets out the compelling benefits of our ownership model.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg7_1" width="800" height="200"></svg>
<p>2. Our strategy builds on our unique strengths including our ownership model.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg7_2" width="800" height="200"></svg>
<p>3. Our strategy outlines key activities and milestones that ensure our employee owners know how to contribute to a successful business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg7_3" width="800" height="200"></svg>
<p>4. Our strategic approach to key markets ensures success by drawing on the experience and insights of our employee owners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg7_4" width="800" height="200"></svg>
<p>Q29 Please add any additional comments:</p>
<hr>
<h3>Q30 Great EO Innovation</h3>
<p>1. Our employee owners understand how our business works and delivers results.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg8_1" width="800" height="200"></svg>
<p>2. Our employee owners are committed to driving continuous improvement and growth.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg8_2" width="800" height="200"></svg>
<p>3. Our employee owners consistently contribute ideas that improve our business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg8_3" width="800" height="200"></svg>
<p>4. We provide clear channels and processes to capture, consider and provide feedback on new ideas and suggestions.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg8_4" width="800" height="200"></svg>
<p>5. We successfully prioritise and manage these ideas to deliver improvements to our business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg8_5" width="800" height="200"></svg>
<p>Q31 Please add any additional comments:</p>
<hr>
<h3>Great EO Advantage</h3>
<p>1. We leverage our EO status to differentiate our customer brand to win against our competitors in the market.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg9_1" width="800" height="200"></svg>
<p>2. We leverage our EO status to differentiate our employer brand to strengthen our people proposition and attract talent.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg9_2" width="800" height="200"></svg>
<p>3. We leverage our EO status to differentiate our company brand to develop and retain high-quality relationships with suppliers and delivery partners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg9_3" width="800" height="200"></svg>
<p>Q33 Please add any additional comments:</p>
<hr>
<h2>4. EO Results</h2>
<p>Well-run EO businesses ensure decision-making is informed by relevant data and insights from inside the business and by benchmarking themselves against others. This helps set strategic focus, direct operational effort, ensure continuous improvement and drive better business performance.</p>
<p><strong>Do you have the right EO data and insights to make this happen?</strong></p>
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<h3>Q35 Great EO Measurement</h3>
<p>1. We are collecting data within the business that helps us understand how we benefit from our EO model.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg10_1" width="800" height="200"></svg>
<p>2. We measure and compare our EO performance with other similar EO businesses.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg10_2" width="800" height="200"></svg>
<p>3. We measure and compare our performance with other businesses in our sector (regardless of their ownership model).</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg10_3" width="800" height="200"></svg>
<p>4. We pay attention to our impacts on more than just our employee owners (e.g. our customers, community or planet).</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg10_4" width="800" height="200"></svg>
<p>Q36 Please add any additional comments:</p>
<hr>
<h3>Q37 Great EO Evaluation</h3>
<p>1. Our leaders and governance bodies use relevant EO data and insights to increase engagement levels among our people.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg11_1" width="800" height="200"></svg>
<p>2. Our leaders and governance bodies use relevant EO data and insights to strengthen our ownership culture.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg11_2" width="800" height="200"></svg>
<p>3. Our leaders and governance bodies use relevant EO data and insights to grow our business.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg11_3" width="800" height="200"></svg>
<p>4. Our leaders and governance bodies use relevant EO data and insights to meet the aspirations of our current employee owners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg11_4" width="800" height="200"></svg>
<p>Q38 Please add any additional comments:</p>
<hr>
<h3>Q39 Great EO Impact</h3>
<p>1. EO data and insights helps us demonstrate that our EO model encourages collaboration and team-working.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_1" width="800" height="200"></svg>
<p>2. EO data and insights help us demonstrate that our EO model promotes engagement and job satisfaction.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_2" width="800" height="200"></svg>
<p>3. EO data and insights help us demonstrate that our EO model improves health and well-being for employee owners.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_3" width="800" height="200"></svg>
<p>4. EO data and insights help us demonstrate that our EO model supports colleagues skills and capability.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_4" width="800" height="200"></svg>
<p>5. EO data and insights help us demonstrate that our EO model encourages strong ideas from colleagues.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_5" width="800" height="200"></svg>
<p>6. EO data and insights help us demonstrate that our EO model helps us recruit and retain talent.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_6" width="800" height="200"></svg>
<p>7. EO data and insights help us demonstrate that our EO model boosts personal commitment and productivity.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_7" width="800" height="200"></svg>
<p>8. EO data and insights help us demonstrate that our EO model increases profitability.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_8" width="800" height="200"></svg>
<p>9. EO data and insights help us demonstrate that our EO model encourages more contribution to the local community.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_9" width="800" height="200"></svg>
<p>10. EO data and insights help us demonstrate that our EO model encourages a focus on protecting the planet.</p>
<svg xmlns="http://www.w3.org/2000/svg" id="svg12_10" width="800" height="200"></svg>
<p>Q40 Please add any additional comments:</p>
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