naba symposium - managing multiple generations, karl ahlrichs

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1 www.bizlearning.net Fresh Data & Scary Facts The Art of Engaging Multiple Generations Karl J. Ahlrichs, SPHR. Expertspeaks.com September 26, 2014 you must TAKE CONTROL of the generations in the workplace what should you know?

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Simply put, much of what you think you know about the newest generation in the workforce is out of date. In this fast-paced update, Karl Ahlrichs will share some new and quite surprising information about the latest crop of employees that are arriving in our organizations, and impart his insight on generational challenges that may be causing problems. "Real world" experiences and direct advice on measuring and leveraging your biggest off balance sheet asset: people

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Page 1: NABA Symposium - Managing Multiple Generations, Karl Ahlrichs

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www.bizlearning.net

Fresh Data & Scary FactsThe Art of Engaging Multiple Generations

Karl J. Ahlrichs, SPHR.Expertspeaks.com

September 26, 2014

you mustTAKE CONTROL

of the

generations in the workplace

what should you

know?

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You needto know:

MarketingMotivation

Communication

Objectives

• Identify characteristics and gain a better understanding of the generations, with a particular focus on Millennials

• Accept personal responsibility in engaging each other in meaningful work and communication

• Provide tactics for overcoming generational differences

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“Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that comes after it.”

George Orwell, Author

5

Great OutcomesGreat

CustomerService

Engaged Culture,Job Fit,

Total Compensation

High Performing Employees

Managing Smart

What does A CLIENTcare about?

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Important Facts about the generations

• The accounting function is at risk

• Baby boomers are not retiring. As of 2014, some will be (gasp) 68.

• On average, 10,000 Boomers will turn 65 today. Succession planning is key.

• A new generation is about to arrive.

Is this a competitive advantage?

Q: If WM is 10% better than your competition at keeping your high performers

no matter their age…

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So, What’s

New??

Generations Birth Years Age - 2014

Veterans 1925 - 1945 69 – 89

Old Boomers 1946 – 1954 60 - 68

Young Boomers 1955 - 1964 50 – 59

Generation X 1965 - 1976 38 – 49

Millennials/Y 1977- 1993 21 - 37

Gen Wireless 1992 - ? 20 -

Two surprises!

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Most Indifferent?

Boomers

Most Important?

Gen X

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Most Talked About?

Millennials

Most Scary?

Gen Wi-Fi

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On-the-Job Strengths

Trads Boomers Xers Millennial

Job Strength StableService

Oriented/Team Players

Adaptable and Techno-Literate

Multitaskers and Techno-

Savvy

Outlook Practical Optimistic Skeptical Hopeful

View of Authority

Respectful Love/HateUnimpressed

and Unintimidated

Polite

Leadership By Hierarchy By ConsensusBy

CompetenceBy Pulling Together

RelationshipsPersonal Sacrifice

Personal Gratification

Reluctant to Commit

Inclusive

On-the-Job Strengths

Trads Boomers Xers Millennial

Time on the job

Punched the clock

Visibility is key “Face Time”

As long as I get the job done, who

cares

It’s quitting time – I have a real life to live

DiversityEthnically

segregatedIntegration

beganIntegrated

No majority race

FeedbackNo news is good news

Once a year with

documentation

Interrupts and asks how they

are doing

Wants feedback at

the push of a button

Work/Life Balance

Needs help shifting

Balances everyone else

and themselves

Wants balance now

Need flexibility to balance activities

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Generational Challenges We Face in the Workplace

• Poor communication

• Decreased productivity, quality, & innovation

• Misunderstood attitudes, relationships & working environments

• Less engaged volunteers & coworkers

• Lack of motivation, initiative, and team work

On-the-Job Challenges

Traditionalists and Boomers generally do not question or challenge authority.

Xers and Millennials have

been taught to speak up.

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On-the-Job Challenges

• Xers and Millennials– Prefer electronic communication. – Do not like meetings. – Many have not developed listening skills.

• Traditionalists and Boomers – Prefer face-to-face communication. – Boomer bosses like to have at least one

meeting each week with employees.

2 Simple Truths1. All generations value belonging

to a group, high integrity leadership, and being rewarded

for getting it right

2. The best thing you can do to engage any employee at any

level is appear to listen to them

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Boomer FactsBoomers feel flexibility is “earned”

They separate time at work from family time, social activities and hobbies, etc. – “compartmentalizing”

There is an expectation of “face time” that tells others whether you’re working or not

Boomers believe in structured feedbackThey grew up working for the Silent Generation where

“no news is good news”Feedback is formal, annual reviews are normal

Gen X FactsGen Xers are committed to balance

They like the concept of flex-time but struggle with prioritizing

Like “One Minute Manager” structureLots of little meetings, casual interactions, work alone

and meet as needed, for as short as possible

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Millennial FactsGen Y expects flexibility immediately

as a cultural norm

They integrate working with play and social activities

They’d rather focus on results and efficiency while having more fun doing it

Millennial FactsHotels report 50% of business travel

are now Millennials36% are living with their parents

17% Unemployment rateIf employed, often dissatisfied with job

They often say they are unhappy in general.

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The Formula:

Happiness = Reality - Expectation

Success

Years

Boomer Expectations

RealityHappy!

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Success

Years

Millennial Expectations

RealityNotHappy!

The Echo Chamber

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Why did is Gen Wi-Fi scary?

What are high school students saying about ethics?

Let’s ask the Josephson Institute of Ethics in Los Angeles, CA

Have you cheated on an exam at least once in the past year?

0%

10%

20%

30%

40%

50%

60%

70%

80%

2012 2011 2010 2009

Yes!

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In the real world, successful people do what they have to do to win, even if others consider it cheating.

57%

57%

58%

58%

59%

59%

60%

60%

61%

61%

62%

2012 2011 2010 2009

Yes!

These will be your new hires.

Note to self: Schedule ethics classes, build

Integrity and ethics into every possibleinteraction with new hires

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Work on Feedback And Communication

33

Pop Quiz

Which generation matches each style of feedback?– I want it once a year, with lots of documentation

– Feedback whenever I want it, at the push of a button

– Sorry to interrupt, but how am I doing?

“When Generations Collide at Work Quiz” at humanresources.about.com/od/conflictresolution/a/generationquiz.htm

34

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Facebook

Video Games

Where did this come from?

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Motivating Millennials

• Give them information and lots of it

• Tell them why. “Because I said so” won’t work.

• Don’t micromanage them

• Surround them with Talented co-workers

• Give them the latest technology…and….

• Teach them social skills

• BE FLEXIBLE

tools do not give you

wisdom

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Your organization will only be

productive you are if you’re working on the

right things

What are the right things?

Know your people

Motivate by who they are

Communicate in their language

Most important: listening skills

Make integrity and ethics the baseline

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KeyLeadership

Issue:

UnderstandingMillennial

Motivators

Feedback• Boomers believe feedback should

be structured and only “when warranted” Imagine a basketball game…

• Time to re-read “The One Minute Manager”

46

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Differing Feedback• Gen Xers want feedback more

often – Their hands-off and independent approach may

leave others seeking feedback, too

• Millennials want instant feedback using multiple channels– They expect specific, timely feedback so

expectations are set and can be adhered to47

DifferingMethods

• Baby Boomers are all about face-time

– They may make decisions or proceed with action and worry about

communicating or explaining later

– They want time in person with clients and peers and will substitute phone calls but are not sure if e-mail is as

effective…48

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Differing Methods

• Gen Xers are looking to be in the know

– Likely to use e-mail as a primary communication medium and prefer working

with their door closed (independendent)

• Millennials want to hear from the top and to hear it when it happens– They want direct access to leadership and

they want you to text them the news the minute it hits!49

New skills needed:• Behavioral Psychology

• Strategic planning

• Communication

• Conflict Management

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Fact: Conflict Management is a key life skill

What do we need?• A plan to guide us

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What do we need?• Logic Model to evaluate progress

What do we need?• A crisis to add a sense of urgency

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What are the answers?• Manage for values alignment

Culture• High Performers want an

entrepreneurial culture

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Motivation to build and keep high performers

• How you treat your staff is how they treat your clients.

• High performing teams are the best answer, but are tough to build and maintain

58

Secrets That Will Make a Difference

• Align with Operations and Lean Theory

• Forward Thinking Metrics

• Performance Management Improvement

• Get ready for migration of high performers

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Active Listening• The “Silver Bullet” for the new world

What makes one generation different from another?

Shared life experiences

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Events and Experiences that Shaped Generations

• Generation X– Fall of the Berlin Wall

– Challenger disaster

– Desert Storm

– Personal computers

– Working mothers

– MTV

– Divorce

– Energy crisis

• Millennials– Child-focused world

– School shootings

– 9/11

– Boston Marathon

– Internet

– Social networking

– Continual feedback

– Enron/WorldCom

– Iraq/Afghanistan

Traditionalists

• Born 1925 to 1945• 49 million people• Grew up with many rules and pressure to conform• Increased prosperity over their lifetime; however,

they remember the Depression• “Work First!”• Children should be seen and not heard• Expected lifetime career with one employer• Prefer communication in writing• Desire to leave a lasting legacy

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Common Values

• Traditionalists– Hard work

– Dedication and sacrifice

– Respect for rules

– Duty before pleasure

– Honor

– Conformity

– Loyalty

– Frugality

Baby Boomers

• Born 1946 to 1964

• 79 million

• “Live to Work!”

• Grew up with fewer rules and a more nurturing environment

• Lived in generally prosperous times, but experienced layoffs

• Women entered workforce in record numbers

• Spend “quality time” with children

• Excelling in their career is important

• Prefer telephone or face-to-face communication

• Desire challenge and opportunity

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Common Values

• Baby Boomers– Optimism

– Team orientation

– Personal gratification

– Involvement

– Personal growth

– Workaholics

– Competitors

Generation X

• Born 1965 to 1981

• 49 million

• Grew up as latchkey or day care children

• Turbulent economic times – downturn in 80s, upswing in 90s

• “Work to Live!”

• Friends with their child, want to spend quantity time

• Expect their career to keep moving forward or they will leave

• Prefer electronic communications

• Change from job security to career security

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Common Values

• Generation X– Diversity

– Techno-literacy

– Fun and informality

– Self-reliance

– Pragmatism – realists

– Results oriented

– Individualism

– Challenge the system

Millennials

• Born 1982 to 2000

• 75 million

• Attended day care, very involved “helicopter”parents

• Prosperity has increased over their lifetime

• “Live, then Work!”

• Achievement oriented

• Prefer instant or text messaging

• Want to build parallel careers – experts in multitasking

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Common Values

• Millennials– Optimistic

– Civic duty

– Confident

– Achievement oriented

– Respect for diversity

– Informal

– Tenacious

– Social consciousness

On-the-Job Strengths

Trads Boomers Xers Millennial

Job Strength StableService

Oriented/Team Players

Adaptable and Techno-Literate

Multitaskers and Techno-

Savvy

Outlook Practical Optimistic Skeptical Hopeful

View of Authority

Respectful Love/HateUnimpressed

and Unintimidated

Polite

Leadership By Hierarchy By ConsensusBy

CompetenceBy Pulling Together

RelationshipsPersonal Sacrifice

Personal Gratification

Reluctant to Commit

Inclusive

Page 36: NABA Symposium - Managing Multiple Generations, Karl Ahlrichs

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On-the-Job Strengths

Trads Boomers Xers Millennial

Time on the job

Punched the clock

Visibility is key “Face Time”

As long as I get the job done, who

cares

It’s quitting time – I have a real life to live

DiversityEthnically

segregatedIntegration

beganIntegrated

No majority race

FeedbackNo news is good news

Once a year with

documentation

Interrupts and asks how they

are doing

Wants feedback at

the push of a button

Work/Life Balance

Needs help shifting

Balances everyone else

and themselves

Wants balance now

Need flexibility to balance activities

Generational Challenges We Face in the Workplace

• Poor communication

• Decreased productivity, quality, & innovation

• Misunderstood attitudes, relationships & working environments

• Less engaged volunteers & coworkers

• Lack of motivation, initiative, and team work

Page 37: NABA Symposium - Managing Multiple Generations, Karl Ahlrichs

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On-the-Job Challenges

Traditionalists and Boomers generally do not question or challenge authority.

Xers and Millennials have

been taught to speak up.

On-the-Job Challenges

• Xers and Millennials– Prefer electronic communication. – Do not like meetings. – Many have not developed listening skills.

• Traditionalists and Boomers – Prefer face-to-face communication. – Boomer bosses like to have at least one

meeting each week with employees.

Page 38: NABA Symposium - Managing Multiple Generations, Karl Ahlrichs

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Bridging the Generation Gaps

“We have absolutely nothing in common!”

What bugs you?

Drives you crazy?

Bridging the Generation Gaps

• For Managers– Focus on goals

– Make everyone feel included

– Break the bonds of tradition

– Show employees the future

– Encourage balance

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Bridging the Generation Gaps

Getting along with Boomers

– Show respect

– Choose face-to-face conversations

– Give people your full attention

– Learn the corporate history

Bridging the Generation Gaps

• Getting along with Xers

– Get to the point

– Use email

– Give them space

– Get over the notion of dues paying

– Lighten up

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Bridging the Generation Gaps

• Remember that all generations want:– To be treated fairly

– Work that provides personal satisfaction

– Employers who understand personal lives are important

– Work that is valued by employers and customers

– A clear sense of purpose from employers

Bridging the Generation Gaps

Remember the Golden Rule?

“Treat others as you would like to be treated.”

Change it to the Platinum Rule

“Treat others as they would like to be treated”

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Action Plan

• What changes will you make based upon what you have learned today?

–Relationships

–Work environment

–Rules

vs.Aging Organizations

Growing Organizations

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The greatest gift you can ever give another

is the example of your own life working, and working well.