The Leader's Guide to Understanding Your Workforce

Turnover, burnout, low morale, and training that doesn't stick are usually handled as four separate problems. They often share conditions underneath, and finding out which ones apply in your organization is what makes the next change worth making.

The short version

When people leave, burn out, lose heart, or shrug off training, many organizations respond with four separate fixes. Those problems often grow out of some of the same conditions, such as workload, supervision, how fairly people are treated, and whether they can see a future in the job. This guide makes the case for treating them as one question about what's happening to your people, finding out the answer with your employees before choosing a response, and then acting on it.

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D.

Co-founder and workforce development consultant, Grantibly

· 14 min read

Key takeaways about understanding your workforce

What this guide covers

Turnover, burnout, low morale, and training that doesn't stick often grow out of the same working conditions

Turnover, burnout, low morale, and training that doesn't stick often grow out of some of the same working conditions: how people are supervised, how much work they carry, how fairly they're treated, and whether they can see a way to grow where they are.

Many organizations respond to each one separately, with a retention plan for the people who are leaving, a wellness program for the people who are exhausted, an event or an award for morale, and another workshop when performance slips. Each response makes sense on its own terms. Taken together, they can add up to four efforts aimed at four symptoms while the conditions underneath them stay where they were.

Outside research points to the overlap. When the Pew Research Center asked U.S. workers who quit a job in 2021 why they left, majorities named low pay (63 percent), no opportunities for advancement (63 percent), and feeling disrespected at work (57 percent), and 39 percent cited working too many hours.

A Gallup study of nearly 7,500 full-time employees identified five main causes of burnout: unfair treatment at work, an unmanageable workload, unclear roles, a lack of communication and support from managers, and unreasonable time pressure.

The World Health Organization describes burnout as the result of chronic workplace stress that hasn't been successfully managed, and it reserves the term for experiences at work. How people are treated and how much work they carry appear on both lists, and conditions like supervision and room to grow are the kind that can feed more than one of these problems at once.

Turnover

People leave, and your records show when and from where. Behind it can sit supervision, scheduling, advancement, pay, or how people are treated.

Burnout

People are exhausted, more distant from their work, or less effective at it. Behind it can sit workload, time pressure, unclear roles, or unfair treatment.

Low morale

Something has shifted and nobody can say what. Behind it can sit unclear expectations, inconsistent supervision, or work that goes unrecognized.

Training that doesn't stick

People attend, and the work looks the same afterward. Behind it can sit a problem that lives in workload, staffing, or supervision rather than in skills.

None of this means the four always share a cause. Sometimes people leave because the pay is below market, and sometimes a team does lack a skill it needs. The claim here is narrower, and more useful for a leader deciding what to do: before treating these as four unrelated problems, find out whether they're connected in your organization, and how. That's what understanding your workforce means in practice.

Separate programs for each workforce symptom can leave the shared working conditions in place

Separate programs for each workforce symptom can disappoint because each one addresses the part of the problem it was designed for, while conditions that produce several symptoms at once stay in place. The programs themselves are often good. What goes wrong is the match between the program and the problem it has been asked to solve.

Underneath all four mismatches is a question about responsibility. We are interested in both individual and organizational responsibility.

People can develop healthier ways of working and more resilience, and that matters, but it isn't enough on its own. Organizations, leaders, and supervisors also have a responsibility to create the conditions that support people, and supervisors and leaders need support themselves if they're going to support their employees over time.

A program that only asks employees to cope better places the whole of that responsibility on the people with the least control over their working conditions.

We do not approach workforce challenges as an HR problem alone. We approach them as a people, data, and systems problem.

Angelika Gulbis, Ph.D., Grantibly

Turnover, burnout, and low morale are outcomes, and the useful question is what is producing them

Turnover, burnout, and low morale are outcomes of how people are experiencing their work, so the useful question about each is what's producing it, and for whom. A turnover rate tells an organization what happened. It rarely explains why. An employer can know how many people left last year without knowing whether they left because of pay, scheduling, supervision, workload, advancement, workplace culture, communication, unclear expectations, transportation, childcare, or something else entirely.

An overall number can also hide important differences. Employees in one department, shift, facility, role, demographic group, or stage of employment may be having a very different experience from everyone else, and an average smooths that difference away.

A rate that looks acceptable for the whole organization can sit on top of one shift where new hires rarely make it through their first months, or one group of employees who leave sooner than anyone else. When younger and newer immigrant employees leave first, the pattern can look exactly like that.

Knowing what turnover is costing you helps make the case for looking into it. The cost tells you how much is at stake, though, and says nothing about what to change, which is why the turnover pages in this library start with why good employees keep leaving when the pay is competitive.

Better questions to ask about your workforce

Instead of asking how high your turnover is, ask where turnover is occurring, for whom, and why.

Instead of asking whether employees are satisfied, ask what aspects of the employee experience are helping people succeed, and what's getting in their way.

Instead of asking how to recruit more workers, ask whether conditions in your organization are causing you to keep replacing people you have already recruited and trained.

Instead of asking what program to implement, ask what evidence you have about what's driving the problem here.

Those questions apply as much to burnout and morale as to turnover. Each one moves a leader from a number to the conditions behind it, which is where an organization can act.

Understanding your workforce starts with what you need to decide and what you already know

Understanding your workforce starts with the decision or problem in front of you and with what your organization already knows about it, before anyone writes a survey question or chooses a program. Organizations don't need more data simply for the sake of having more data. They need the right information for the decision they're facing, and deciding what that is comes first.

Most organizations already hold more than they use. Turnover, absences, overtime, schedules, internal moves, and exit conversations, sorted by department, shift, role, and length of employment, often point somewhere before anyone is asked a new question. Those records were built to run the organization, though, which is why plenty of HR data can still leave basic questions unanswered: they show who left and when far better than they show why.

The same short list holds whether the decision is a reorganization, a change to schedules or pay, a new training program, or a recommendation a leader has been asked to approve. When the decision is due soon, a few questions before a big workforce decision can still be answered from what you have.

Employees and supervisors can explain much of what workforce records only count

Employees and supervisors can explain much of what workforce records only count, because the people closest to the work see the day-to-day realities that a turnover rate or an absence total leaves out. Surveys, interviews, focus groups, administrative data, and organizational measures become much more useful when they're used together.

What each group can tell you

What people say depends on whether they feel able to say it. Employees answer candidly when the questions are relevant to their work, when they trust that their answers can't be traced back to them, and when they have seen feedback lead somewhere before. Asking good questions, and creating conditions where people can answer honestly and completely, is a skill, and it's the heart of finding out what your employees need.

When the experiences in question involve supervisors, leadership, or workplace culture, employees may be more candid with someone outside the organization, which is one of the situations where bringing in outside help is worth considering.

The relationship between employees and their supervisors deserves particular attention. It influences people's sense of belonging, their motivation, their sense that they have some say in their work, their wellbeing, and their willingness to stay. Supervisors in turn need preparation and support, especially those promoted into management for being good at their own work, who are then expected to lead people without having been taught how.

Look for strengths as carefully as problems. Understanding what makes employees stay can be just as important as understanding why they leave, because an organization that knows what it's doing well can protect it and build on it. An assessment that only catalogs complaints leaves out what's worth protecting.

Asking employees about their work creates an obligation to act on what they say

Asking employees about their work creates an obligation to respond: to act where you can, to explain what can't change and why, and to work with employees to reduce the pressure that remains even when a constraint stays. Organizations shouldn't ask for feedback simply because engagement surveys are considered a best practice. When employees give feedback again and again and nothing happens, the process itself can undermine trust and hurt morale.

Good workforce assessment includes more than collecting information. The steps below hold whether the question is turnover, burnout, morale, or training, which is part of why these problems are worth treating as one question. For turnover in particular, Why People Leave, and Why People Stay walks through each step in detail.

Employees can take part in the fix. The people who described a problem can often help design a realistic response to it, and they're the ones who will notice first whether it's working. If a survey has already gone nowhere in your organization, it's still possible to tell employees you heard them, months later, and to ask again once you can show what changed.

Employee wellbeing deserves attention for its own sake, and improving it asks something of leaders

Employee wellbeing deserves attention for its own sake, as well as for what it does for retention and performance, and improving it asks something of leaders as well as of employees.

Wellbeing, persistence, and retention depend on values and practices that are genuinely embraced throughout an organization, especially by leadership. It isn't enough to say that employees matter or to offer wellness initiatives. Those values have to show in how people are treated, how decisions are made, how leaders lead, and how the organization operates.

That requires a sincere commitment to understanding what's happening and to addressing the underlying issues, even when what you learn is uncomfortable. Leaders have to be willing to listen, question their own assumptions, examine how their decisions and practices affect others, acknowledge when something isn't working, and take responsibility for improving it. Sometimes that means investing money, changing policies, redistributing workloads, developing leadership skills, or changing their own behavior.

When people say they have no work-life balance, for example, much of what's producing it, from workload to after-hours expectations, is set by the organization, which means an employer can change more of it than it may seem at first.

Leaders and organizations also operate under real constraints, and not every problem has an easy solution. The goal isn't to blame leadership or to expect perfection. It's to build a culture of honesty, trust, shared responsibility, learning, and continuous improvement, where people throughout the organization are committed to helping one another succeed.

The business case, stated honestly

Turnover can mean repeated recruiting, onboarding, and training costs, lost productivity, vacancies, overtime, disruption to teams, lost institutional knowledge, and more pressure on the employees who remain. So the question isn't only what an assessment or an initiative will cost. It's also what it costs to keep operating without understanding the problem.

At the same time, no one can responsibly promise in advance how much a wellbeing or retention effort will return. Good information helps you determine where an investment is likely to make a meaningful difference. The same reasoning applies to the question of whether wellbeing is a business problem or an HR perk.

Checking whether a workforce change helped tells you what to keep, adjust, or stop

Checking whether a workforce change helped tells you whether to keep it, adjust it, or try something different, and it starts with being specific about what the change was meant to improve. A more useful question than whether employees liked the changes is whether the changes improved the outcomes you were trying to improve. Those are different questions, and an organization can answer yes to the first and no to the second.

Once the intended outcome is named, three questions do most of the work.

Questions to ask about any workforce change

  1. Did the outcome the change was meant to improve get better?
  2. For which employees, and in which departments, shifts, or roles?
  3. What else was happening in the organization at the same time?

For example, a new schedule introduced in the same season as a pay increase and a new supervisor makes it hard to credit any one of them, and an honest reading says so.

If nobody wrote down what the change was supposed to accomplish before it was made, you can still learn a great deal by going back to the problem it was meant to address and the records from that time, and by asking the employees it affected what's different for them now. That's how to know whether the change you made helped, even after the fact.

Training is a common case. Whether employees enjoyed a program is worth knowing, and it can't tell you whether the program changed how people work or whether the problem it was meant to address improved. Knowing whether your training is worth what you spend on it means weighing that change against the full cost, including the time people spent away from their jobs.

Whatever you find, tell employees. A change that helped some employees and not others, or helped less than hoped, is still information leaders can use, and sharing it shows employees that their feedback led somewhere. When the audience is your own leadership team, showing leadership the work is worth continuing is a separate task from finding out.

The Grantibly perspective

At Grantibly, our workforce development expertise has grown mainly through the education and training side of the workforce.

We have evaluated federally and privately funded programs designed to prepare people for high-demand careers, including programs in advanced manufacturing, cybersecurity, technical education, apprenticeships, and other career pathways.

That work has given us a close view of the whole education-to-workforce pipeline: how people are recruited into career pathways, what helps them persist, where they encounter barriers, and how employers and educators work together. We are now bringing that perspective further into the employer side, particularly around employee experience, organizational culture, wellbeing, and retention.

We are sociologists, evaluators, educators, and consultants, so we look at workforce challenges at several levels at once. We look at the individual: what employees are experiencing. We look at the organization: the policies, practices, relationships, and systems that shape those experiences. We look at groups and patterns: who's having a different experience, and where. And we look at the evidence: what an organization knows, what it's assuming, and what information would help its leaders decide what to change.

Our role isn't to walk into an organization assuming we already know why employees are leaving or what leaders should do about it. Our role is to help organizations find out. We want to bring a relational, social-psychological, and organizational perspective together with research and evaluation, so that leaders understand what's happening in their workplaces, why employees are having the experiences they are, and what changes might improve wellbeing, relationships, retention, and how the organization works.

Understanding your workforce means treating its problems as connected questions about your people

Understanding your workforce means treating turnover, burnout, low morale, and training that doesn't stick as connected questions about how people are experiencing their work, and finding out what's producing them before choosing a response. Start from the decision you need to make and what you already know. Look across departments, shifts, roles, and groups, because the average hides the differences that matter.

Ask employees and supervisors in a way that lets them answer honestly, and look for what's working as carefully as for what isn't. Then respond.

Decide what will change and who's responsible for it, explain what can't change and why, and work with employees on the pressure that remains. Check whether the change improved what it was meant to improve, and tell people what you found. Working this way can mean fewer efforts, each aimed at a condition you understand, and employees who have seen their feedback lead somewhere.

Findings should lead to priorities, conversations, decisions, and action.

More questions about understanding your workforce

Where should a leader start when turnover, burnout, and low morale show up at the same time?

When turnover, burnout, and low morale show up at the same time, a leader should start with the records the organization already keeps, such as exits, absences, and overtime, sorted by department, shift, and role. Then ask employees and supervisors what's helping them do their work and what's getting in the way. Together those often show whether the three problems share conditions, and where to look first.

Do we need an employee survey to understand our workforce?

You don't always need an employee survey to understand your workforce. A survey is one method among several, alongside interviews, focus groups, and the records you already keep, and the right choice depends on what you're trying to understand. Decide the question first. A survey designed before anyone agrees on the problem can answer a question nobody needed answered.

What does a workforce assessment involve?

A workforce assessment involves whatever the problem calls for: analyzing existing workforce data, an employee experience survey, focus groups, interviews with employees or supervisors, comparisons across departments or employee groups, a review of organizational practices, or several of these combined. It looks for strengths as well as problems, and it should end in priorities and changes, not in a report that sits on a shelf.

What should leaders do when employees ask for changes the organization can't make?

When employees ask for changes the organization can't make, leaders should say so plainly and explain why, rather than letting the request disappear. Then work with employees on what can be done to reduce the pressure behind the request. Silence after feedback can undermine trust, so the explanation matters as much as the answer.

Is understanding your workforce only for businesses, or for schools and nonprofits too?

Understanding your workforce matters for any organization that employs people, including colleges, school districts, hospitals, and nonprofits as well as businesses. The questions are the same: where people are struggling or leaving, for whom, and why. Some details change by sector, such as shift coverage, academic calendars, or grant-funded staffing, and those details belong in the answer.

How do we tell whether our workforce problems share a cause or are unrelated?

You can tell whether your workforce problems share a cause by looking at where they show up together. If turnover, absences, and complaints cluster in the same department, shift, or under the same supervisor, the conditions there deserve a close look. If they appear in different places, they may have different causes. Employees and supervisors in those places can often help explain the difference.

Related guides

Related reading in the Insight Library

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D. is a co-founder of Grantibly and a workforce development consultant who develops the workforce through evaluation, training, facilitation, and strategic planning. A sociologist and faculty member at Madison Area Technical College, her areas include wellbeing, emotional intelligence, leadership development, relationship dynamics and organizational culture. Her work helps organizations understand how programs create change through the relationships and systems they build, and use that understanding to do MORE good.

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