Valle del Sol Community Health
Valle del Sol Community Health Powered by ChangeEngine
Quarterly Business Review · Communications Analytics

Valle del Sol × ChangeEngine — Email Engagement QBR

Prepared for Jacqui Monteverde · Valle Del Sol (Phoenix, AZ) · Work Email only · Default window YTD 2026 (Jan 1 – Oct 9, 2026); the All time filter adds Jun–Dec 2025. Data through Oct 9, 2026.

At a glance

Headline KPIs

36,004 deliveries · 66.9% open rate · 11.5% link-only scanner-filtered click rate · CTOR 12.2%

Deliveries36,004Jan 1 – Oct 9, 2026
Open rate66.9%24,103 opens (opened-or-clicked)
Click rate · link-only, filtered11.5%raw link-only 14.3% · all-moment 6.5% filtered / 8.2% raw
CTOR12.2%clicks ÷ opens · 9.8% scanner-filtered
Engagement score24.70.3×open + 0.7×filtered click
Moments181in scope
Recipients386distinct people reached

Opens use the platform definition (a recipient who opened or clicked counts as an open — click-without-open happens with image blocking). The headline click rate is link-only and scanner-filtered: computed over moments known to contain a link (≥1 recorded click) and excluding clicks landing ≤60 seconds after delivery (security-gateway scanner signature; 20.1% of all recorded clicks land in that window). Raw variants are shown beneath each tile. Engagement Score = 0.3 × open rate + 0.7 × scanner-filtered click rate.

Channel

Per-channel engagement

This review covers one channel: Work Email.

ChannelMomentsDeliveriesOpen rateClick rate (filtered)CTOR
Work Email18136,00466.9%6.5%12.2%
Personal Email (excluded)2178———

Scope decision: 2 personal-email moments (178 deliveries, 0.4% of all engagement rows) were excluded per the request. No other channels exist in the export.

Trend

Engagement over time

10 months in view · peak volume Sep 26 (6,600 deliveries) · overall open rate 66.9%

Deliveries by month

02k3k5k7kJan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26

Open and click rates by month

Open rateClick rate (scanner-filtered)Click rate (raw)
0%20%39%59%78%Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26

Monthly rates use per-delivery denominators: a recipient of a recurring moment (e.g. Time Sheets reminders) counts once per delivery, in the month delivered. October 2026 covers 9 days. 2025 coverage starts June and is thin until November (platform ramp-up).

Comparisons

Comparison cuts

Engagement Score by department, management level, tenure band and program.

Department

Score

Management level

Score

Tenure

Score

Program

Score

Bars show Engagement Score (0.3 × open rate + 0.7 × scanner-filtered click rate). Hover a row for deliveries and rates. Department is still missing on ~19.5% of deliveries, bucketed as Unknown, not dropped — the HRIS join shows these are almost exactly the recipients who are not in the current employee roster (likely departed staff), so the Unknown bucket largely reads as "former employees". Management level has two values (Employee / Manager); where the HRIS roster disagrees with the engagement file, HRIS wins (10 people corrected). Tenure bands were validated against HRIS tenure_days (99.6% agreement). Programs under 200 deliveries are grouped into the table but read them with caution.

Moments

Top & bottom moments

181 moments in scope (173 with ≥25 deliveries ranked) · 5 carry a Scanner flag.

Top 10 by Engagement Score

MomentProgramFirst sendDeliv.OpenClick (filt.)Click (raw)CTORScore
Newsletter - September 2026Newsletter2026-09-0322199.1%81.0%86.9%87.7%86.4
Newsletter - July 2026Newsletter2026-07-0722097.3%75.0%82.3%84.6%81.7
Newsletter - March 26Newsletter2026-03-0422199.1%69.7%96.8%97.7%78.5
Company PicnicEmployee Engagement2026-09-0922182.8%57.5%57.5%69.4%65.1
Employee Appreciation DayEmployee Engagement2026-03-2522785.5%52.0%55.9%65.5%62.0
Reserved Parking UpdateOther2026-05-064975.5%40.8%44.9%59.5%51.2
D-backs RaffleOther2026-08-1821878.0%28.9%32.1%41.2%43.6
08 | Onboarding - Orientation SurveyRecurringOnboarding2026-10-0813781.8%27.0%38.7%47.3%43.4
Payroll and Holidays 2027Other2026-09-1423676.7%28.8%36.0%47.0%43.2
Culture of Safety SurveyOther2026-01-2123273.7%27.2%27.2%36.8%41.1

Bottom 10 by Engagement Score

MomentProgramFirst sendDeliv.OpenClick (filt.)Click (raw)CTORScore
Halloween Team UpdateRecurringOther2026-10-0926041.2%5.4%5.8%14.0%16.1
05 | Performance Reviews - Leader ReminderPerformance Reviews2026-01-284555.6%0.0%0.0%0.0%16.7
Time Sheets Manager ReminderRecurringTime Sheets2026-09-2854955.7%0.0%0.0%0.0%16.7
03 | Suicide Prevention Awareness Month - World Suicide Prevention DayHealth & Wellness2026-09-1022156.6%0.0%0.0%0.0%17.0
03 | Hispanic Heritage MonthDEIB2026-10-0826052.7%1.9%2.7%5.1%17.2
Black History MonthDEIB2026-02-0223557.4%0.0%0.0%0.0%17.2
06 | Onboarding - First DayRecurringOnboarding2026-10-0516357.7%0.0%0.0%0.0%17.3
Día de Muertos NoteOther2026-10-0826057.7%0.0%0.0%0.0%17.3
National Doctor's DayEmployee Engagement2026-03-3022557.8%0.0%0.0%0.0%17.3
Overdose Awareness InfoOther2026-08-1022358.3%0.0%0.0%0.0%17.5

Per-moment numbers are per-delivery and match the platform. Ranked tables require ≥25 deliveries (test sends excluded). Scanner marks the 5 moments where click bursts match a link-scanner signature — their click metrics are inflated even after filtering; read with caution. Recurring marks scheduled/automated series. CTOR = raw clicks ÷ opens.

Timing

When to send

Best-performing slot in view: Wednesday 6:00 (score 41.1).

Cell = Engagement Score ·low high· dashed = under 100 deliveries (not ranked)
5:00
6:00
7:00
8:00
9:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
19:00
20:00
Mon
29
25
22
19
29
30
25
19
30
28
Tue
24
22
27
37
22
33
27
25
21
31
20
Wed
41
22
20
38
33
20
23
25
23
27
Thu
24
19
26
34
23
23
21
24
24
19
Fri
20
21
22
23
22
22
24

Broadcast sends only: 25 automated/triggered series (work anniversaries, start-date journeys, timesheet reminders) and 2 one-recipient test sends are excluded. Hours are the scheduled local send hour. Cells mix different content and audiences — treat as directional, not causal.

Rhythm

Calendar & cadence

181 moments across 10 months — about 18.1 per month.

Moments sent per month

08162432Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26

Moments by day of week

011223243MonTueWedThuFriSatSun

Each moment is counted once, on its first send day. Recurring series therefore appear once, not per repeat delivery.

Context

Workforce context

260 active employees at the Oct 5, 2026 snapshot · 97% of the roster has received work email.

Active headcount260as of the Oct 5, 2026 snapshot
Roster rows269incl. 9 future starts
Email coverage97.4%262 of 269 on the roster reached · 7 never
Scheduled departures4all voluntary, late Oct 2026
Recipients not in roster155of 418 all-time recipients (37%) — likely departed

New hires by month (current roster)

06121723Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26

From the HRIS employee file (snapshot Oct 5, 2026; 269 rows). It is a current-roster snapshot: people who already left are absent and the termination fields are empty apart from 4 scheduled voluntary departures later in October 2026, so historical attrition by month still cannot be computed — no leave dates or types exist for past leavers. The 155 email recipients not in the current roster (37% of all-time recipients; their last delivery is typically around Mar 2026) are consistent with departures during the window, but that is an inference, not measured attrition. The same survivor bias means hire counts for earlier months understate actual hiring. Recipient-level comparisons stay on the four agreed cuts; no demographic cuts are shown.

Looking ahead

What's next

Where ChangeEngine could extend the program next quarter.

1
Surveys & polls

Across 206 moments, the survey field is used once and polls never. Email reach is strong (67% open rate) — adding pulse surveys and polls would turn one-way sends into measurable feedback, and would unblock reaction-style metrics in the next QBR.

2
Onboarding journeys

Onboarding manager check-ins already run as recurring sends. A structured journey (day-1 / week-1 / 30-60-90) would cover the 0–1 year tenure band — the newest cohort — with sequenced content instead of ad-hoc reminders.

3
Recognition & anniversaries

Workiversary sends exist and perform; expanding to peer recognition and milestone programs builds on a format recipients already engage with.