Employee Story Strategy Template 👈
Employee Story Strategy Template 👈

Employee Story Strategy Template 👈

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Use this guide and checklist to assess your readiness and and build a plan your new employee story initiative.

1. Make sure the timing is right.

If you want to add employee stories to your recruitment marketing and candidate experience toolkit make sure you are set up for success. Ideally, answer yes to all of these questions.

Leadership has set a tone where the voice of employees matters.
Leadership has committed to do more to enhance the employee experience.
If culture is not where it needs to be, we are committed to improving it.
Our employer brand and reputation is a priority this year.
We have clear values and want to do more to reinforce them.
We have someone who will own our employee stories effort.

2. Clarify key roles and work as a team.

We highlight 5 main objectives for your program. Knowing who is thinking about each and taking action is important. It could be one person or a team. In cases where you have more than one person involved make sure everyone is clear on ownership of key roles.
Task: Document roles and confirm with stakeholders the roles each party plays.

5 Key Roles

  1. Planning - prioritizing content needs and timing for campaigns.
  2. Collection - responsible for engaging and coaching employees as storytellers.
  3. Internal Sharing - ensures stories are leveraged across departments.
  4. External Sharing - ensures approved stories are promoted for recruiting, sales, etc.
  5. Leadership Support - ensures that leaders encourage involvement from employees.

Role Ownership

3. Create internal champions by linking to goals.

Review plans, documents, and resources to find clear links where employee stories can help other departments and teams. This can boost internal support for your program. Below is a list of some of the most likely company documents that will give you clues.
Task: Inventory existing plans, surveys, KPIs, OKRs, and Scorecards from different teams and departments. Find opportunities to align employee generated stories with company priorities.

Strategic Alignment

4. Have a plan to deliver value ASAP.

One of the biggest barriers to sustained leadership support for employee story programs is not delivering immediate measurable value. Show how the stories you collect will be used internally and externally to enhance existing processes and functions.
Task: Document the things you will do with stories to make an immediate impact.

Value and ROI Checklist

Our PrioritiesDescription
1. Employee recognition
We will promote them internally focus on employee impact.
2. Share with candidates
We will share them with candidates to personalize the experience.
3. Incorporate into interviews
We will give them to interviewers to emphasize and validate our EVP.
4. Share during onboarding
We will welcome new hires with behaviors that are key to quick impact.
5. Increase social media posts
We will increase flow of content to stay relevant without big investment.
6. Add to internal newsletter
We will add to communications to increase visibility and transparency.
7. Talent network newsletter
We will share with talent network to keep them engaged and interested.
8. Link employee referral program
We will encourage sharing to increase exposure to employee networks.
9. Management presentations
We will weave into key presentations to emphasize lessons-learned.
10. Enhance employee awards
We will use stories to turn nominations in culture building stories.
11. Business Development
We will share them with clients to introduce new experts and resources.

5. Create a calendar for key campaigns.

After aligning with company goals plan-out specific campaigns and when you will run them, and for how long. Some may be promoted to all employees, others to specific audiences. For example, if you expect a hiring surge for creative accountants January start collecting stories from creative accountants in September ahead of tax season!
Task: Build out your calendar and share it with key stakeholders who will benefit most. When ready, consider publicizing your calendar for employees to see. Helps build excitement.

12 Awesome Recurring Campaign Ideas

  1. Celebrate Success - monthly campaign to collect stories aligned to values.
  2. New Hire Heroes - campaign to collect stories about new hires and their impact.
  3. Day in the Life - campaign highlighting an employees' day (by staff level).
  4. First Month Wrap - Invite new hires to share highlights from their 1st week or month.
  5. Anniversaries - campaign to collect employees' proudest moment for every year.
  6. Intern Impact - seasonal campaign to capture stories about intern work experiences.
  7. Campus Recruiting - capture stories alumni who attended schools you recruit from.
  8. Career Transition - collect stories to spotlight successful transitions from another industry.
  9. Candidate Journey - campaign to capture stories about the candidate journey.
  10. Mentor Moments - campaign to spotlight mentor and mentee relationships.
  11. Corporate History - invite long-timers to recall pivotal moments and why they matter.
  12. Training Time - invite employees to share a success related to prior technical training.
  13. Day, Week, Month Celebrations - Administrative Professionals Month, etc. See All.

Campaign Calendar

MonthCompany-wide CampaignAudience-specific Campaigns
January
"Veterans grow here"
February
March
April
May
June
July
"Share you intern impact story"
August
September
October
November
"I'm thankful for …"
December

6. Other critical success factors

In addition to planning you need the right tools and processes in place. Below are some of the key tactical considerations to help ensure success and value from your efforts. Another outstanding resource to aid your planning is shared by Rally Recruitment Marketing HERE.

We have a centralized way to collect and leverage stories so they are easily accessible.
We know that leaders set the tone and have a plan to get stories from key leaders.
We know the metrics we want to achieve and how we will measure determine success.
We have identified channels to send consistent reminders, i.e. email, text, newsletters.
We have a small group of ambassadors who will publish first stories and encourage others.
If employees are sharing stories to help recruiting, we will approve them fast.