Given to HR professionals at the University of San Diego June 3, 2011 to those who are less interested in the differences and more on what to do about them it.

1. Creating and Maintaining an Intergenerational Workplace Sherri Petro 2011

2. 2 The Objectives Define the generational mix. Discuss the consequences for HR of four generations in the workplace. Share practices to maximize communication and productivity.

3. 3 The Generation Mix In 2011 Traditionalists Born 1925-45 66-86 years Baby Boomers Born 1946-64 47-65 years Generation X Born 1965-80 31-46 years Generation Y Born 1981-? Under 31

4. 4 National “Working”Landscape 2009

5. 5 Panel Question #1 What Is The Biggest Misperception About Your Generation?

6. 6 Panel Question #2 What Generational Challenges Are You Seeing From Staff?

7. 7 Results from Sherri’s Generational Workshops Work priorities Delegation Loyalty Teamwork Meeting management Change Level of respect Entitlement Work ethic Time sensitivities Different communication vehicles Different communication styles Subscription to technology

8. Motivation & Work Styles Review 8

9. 9 Traditionalists Work Style Respect for authority Loyal Command and control Why customize? Can be technology-challenged Believe in the value of work more than finding personal meaning Separation of work and home Acknowledged for what they know as well as what they do

10. 10 Baby Boomers Work Style All about respect Self-improvement Strong work ethic defined by time Will do what it takes It’s a process! Desire flexibility Optimistic and idealistic Struggle with work/life balance Into symbols of recognition as rewards

11. 11 Generation X Work Style Informal Like to solve their own problems Multi-taskers Fiercely independent Direct communicators versus reading in between the lines Quick study Job movement Want to be valued immediately for their skills Results-oriented Work solo & on teams Need for external recognition as reward

12. 12 Generation Y Work Style Digital natives Menu-driven thinking Work on their own terms Think globally Have positive expectations Want customization Desire interactivity Express to express -- not impress Multi-taskers Desire mutual respect Ready for collaboration Are looking for a cause Want to make a difference Celebrate diversity Acknowledgement for being here Looking for an experience

13. 13 Panel Question #3 What HR Challenges Do You See Rising To The Surface?

14. 14 Results from Sherri’s Generational Research Programs Wellness Training Leadership development Mentoring Succession planning Performance appraisals Expectations About Benefits Perks Rewards Diversity Flexible schedules Work-life balance Compliance

15. 15 Panel Question #4 What Are We Doing Differently Today Than in the Past To Overcome These Challenges?

16. Leveraging Technology Recruiting Social media Constant contact (not the software!) Tracking Applicant Compliance Performance Retention/information access Blogs Shared drives Wikis Training delivery 16

17. More Solutions Customization Individual training plans Performance plans Results Performance profiles Outcome orientation not just activity-based job descriptions Charters for teams Thoughtful succession planning Options Wellness Benefits Flexible schedule Remote Engagement By asking mystery questions Enlarging 17

18. 18 Panel Question #5 How Do We Encourage Staff To Value The Differences We See In Each Generation?

19. 19 Valuing Differences Concentrate on similarities…a desire to Learn Be acknowledged Be rewarded Be trusted, valued and respected Succeed Ask, “What (or whose) perspective is missing?” Keep illuminating the value of each

20. Generational Group Discussion 1.What Motivates Your Generation? 2. What Are You Most Proud of About Your Generation? 3. What Do You Wish The Other Generations Appreciated About Yours?

21. Don’t Forget…. Work With Me! Increasing Cross Generational Communication Wednesday, July 6th 9 to noon Nonprofit Management Solutions 21

22. 22 Thank You! Your Facilitator: Sherri Petro, VPI Strategies, and a Nonprofit Management Solutions Sr. Consultant sherri@vpistrategies.com www.vpistrategies.com 858-583-3097