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Managing a Multi-Generational Workforce
800-236-2246 • schencksc.com
Presented by:
Debra Pagel, Director of Human Resources Consulting
debra.pagel@schencksc.com
715-261-4701
800-236-2246
Schenck SC is a full-service CPA and consulting firm. Any accounting, business or tax advice contained in this handout,
including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or as a substitute for
a formal opinion, nor is it sufficient to avoid tax-related penalties unless expressly indicated.We are not responsible for errors,
misinterpretations, or omissions related to this information. Because the information presented is general in nature, and is
subject to change, we urge you to contact us for personal advice before you act.
schencksc.com
Debra Pagel
Experience
Debra provides strategic human resources advice to clients
on issues ranging from recruitment and compensation to
organizational development, process improvement and
leadership development. Debra has more than 25 years
of experience working with organizations to evaluate and
improve their human resources practices.
Debra is highly skilled at analyzing situations and getting to
the real issue to help clients find and implement effective
solutions.
Prior to joining Schenck, Debra led the not-for-profit
and government consulting practice at a regional public
accounting firm.
Education
University of Wisconsin–Stevens Point, BBA, Management
and Management Information Systems
Certificate in Organizational Development
Certified Master Trainer
Professional memberships
Society for Human Resources Management (SHRM)
Central Wisconsin SHRM
Community involvement
Women In Action, Founding Member
Junior Achievement, Champions of Business Committee
United Way, Summit League
© Schenck sc 2013 6.13
Areas of specialization
Human resources compliance
Organizational structure alignment
Compensation systems
Performance management systems
Training & development
debra.pagel@schencksc.com
800-236-2246
Director of Human Resources Consulting
schencksc.com
Human Resources Consulting Services
Strategic consulting services
•	 Behavioral assessment
•	 Career assessments
•	 Conflict management
•	 Culture alignment
•	 Culture/associate surveys
•	 Executive coaching
•	 Leadership development
•	 Organizational structure
•	 Succession management and transition planning
•	 Talent management
•	 Team building
•	Seminars
•	 Training and development
HR fundamentals
•	 Assessment of HR functions (HR audit)
•	 Recruitment and selection services
•	 Job descriptions
•	 Compensation systems and wage analyses
•	 Policy and procedure development
•	 Employee benefits support
•	 Employee handbook creation or review
•	 Performance management systems
•	 Employee relations
•	 Day-to-day compliance
•	 HR best practice coaching
Outsourced services
•	 Part-time, full-time or temporary human resources manager
•	 Outsourcing is tailor-made to your organization.We dedicate
onsite and/or offsite assistance in all HR fundamental areas
when you do not have an HR person on board.We can also
provide supplemental HR staff when your own human resources
staff is stretched due to growth or special projects.
Thomas Schultz, PHR
Senior Human Resources Consultant
920-996-1197
thomas.schultz@schencksc.com
Amy Biersteker, MSE
Strategic Business Advisor
920-996-1350
amy.biersteker@schencksc.com
An organization’s most valuable asset is its employees.
Creating an environment in which your employees, with
their diverse backgrounds, attitudes and perspectives, can
each lend their talents to the pursuit of your mission and
vision requires you to think of“human resources”in the
broadest sense possible.
Schenck’s Human Resources Consulting services help you do
just that by considering how your organization’s structure
affects your people’s performance. Our approach to human
resources consulting is tailored to you—we start with your
needs and build solutions that are suitable to your unique
situation.
We provide HR generalist services that deal with day-to-day
compliance issues as well as organizational development
services that tackle your most challenging structural, cultural
and long-term goal issues.
To ensure you get sound, practical advice, our human
resources consultants are seasoned professionals with
years of hands on experience. We keep abreast of the
ever-changing employment landscape to provide you
with practical information and alternatives to address your
human resource compliance concerns.
Human Resources (HR) Consulting Services
Organizations without an HR professional on staff will
benefit from our consultants’experience on a wide range of
topics and situations. Those that do have an HR professional
rely on our expertise in specific areas and our objective
opinions. Our services include the transfer of knowledge
from our professionals so you are better prepared to handle
situations in-house.
You will receive the HR expertise you need, the credibility
your employees want and the service you deserve from our
human resources consulting professionals.
We welcome the opportunity to discuss the“people”
needs of your business. Contact us today to learn how
we can help.
Debra Pagel
Director of Human Resources Consulting
715-261-4701
debra.pagel@schencksc.com
800-236-2246 • schencksc.com
Appleton • Fond du Lac • Green Bay • Manitowoc
Milwaukee • Oshkosh • Sheboygan • Wausau
© 2015 Schenck sc 5.15
Sandra Chancio
Human Resources Consultant
920-455-4148
sandra.chancio@schencksc.com
1
Managing a Multi‐Generational Workforce
Presented by: 
Debra Pagel, Director of Human Resources Consulting
June 2015
2 ● schencksc.com
Overview
• This workshop will help you understand the various 
generations present at work and understand what 
motivates each of them and how to work together
• While having various cultures in one workplace can 
present communication problems and conflicts, the 
benefits of such a variety in the workplace outweigh it
• Learning how to deal with the generation gap at work 
will help you become a better manager or co‐worker
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Workshop Objectives
• History behind generation gaps
• What are traditionalists
• What are baby boomers
• What are Generation X‐ers
• What are Generation Y‐ers
• Differences between each type of generation
• Finding common ground among the generations
• Conflict management
• Leveraging the benefits of generation gaps at work
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Three Crucial Reasons Organizations are 
Addressing Generational Issues
1. Competition for talent is escalating
2. More generations are working side‐by‐side
3. Productivity and business results linked to work 
environment
Source: AICPA / KBC Consulting
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What is a Generation?
• A generation is a group of people born during the 
same period and shares the same attitudes and 
values
– The period is the factor to dividing the generations into 
groups
• In each period are experiences that shaped the 
attitudes and values of each generation
– In addition, the interaction between generations is also a 
factor in shaping the subsequent generation
Source: AICPA / KBC Consulting
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What Generations Exist in The Workplace?
• The four generations that are typically found in an 
organization are the following:
1. Traditionalist
2. Baby Boomers
3. Generation X
4. Generation Y
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Traditionalists (1900 – 1945)
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Traditionalists
• Born before 1945
• 11.5 million still in workforce
• Values
– Dedication and hard work
– Loyal
– Honorable
– Conformity
– Respect for authority
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Traditionalists 
• Loyal, command and control style, self‐sacrifice, 
50% ex‐militaryAttributes
• Respect them, be accountable, honor chain of 
command, be courteousDo
• Use slang or be vulgar, be late, change 
appointmentsDon’t
• Community involvement, family togetherness, 
proper dress, respect for authorityLikes
• Waste, credit cards, technologyDislikes
Source: AICPA / KBC Consulting
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Baby Boomers (1946‐1964)
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Baby Boomers
• Born between 1946 – 1964
• Values
– Optimism
– Team orientation
– Personal gratification
– Health and wellness
– Personal growth
– Involvement
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Baby Boomers
• Optimistic, Collegial style, Workaholic, Social 
Reformers, The “Me Generation”Attributes
• Value their experience, Give them credit, Give 
them perks, bonuses are good too!Do
• Ignore their contributions, Disrespect them, Tell 
them‐ask them!Don’t
• Responsibility, Serious work ethic, “Can do” 
attitude, CompetitivenessLikes
• Laziness, Improper business etiquette, Turning 50Dislikes
Source: AICPA / KBC Consulting
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Traditionalist
• Traditional roles
• Loyal to marriage and 
workplace
• Patient & willing to be 
disciplined
• Played by the rules
Boomers
• Redefined roles
• Left unfulfilling 
relationships
• Immediate gratification
• Manipulated rules
Traditionalists vs. Boomers
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Generation X (1965‐1980)
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Generation X‐ers
• Born between 1965 – 1980
• Values
– Self‐reliant
– Informal
– Pragmatic
– Skeptical
– Global thinker
– Technology literate
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Generation X
• Independent, Self‐command style, Suspicious of 
authority, Skeptical, The “Latchkey Generation”Attributes
• Give feedback when asked, Groom for 
management, Allow to multi‐taskDo
• Micromanage, Talk too much, Treat them like 
slackersDon’t
• Freedom, Up‐to‐date technology, Multi‐tasking, 
Work/life balanceLikes
• Too much collaboration, Political red tape, HypeDislikes
Source: AICPA / KBC Consulting
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Boomers
• Fight authority
• Love media
• Workaholics
• Political
Generation X‐ers
• Find way around
• Avoid media
• Want a life
• Politics waste of time
Boomers vs. Generation X‐ers
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Millennials / Generation Y (1981‐2000)
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Millennials / Generation Y
• Born between 1981 – 2000
• Values
– Optimistic
– Confident
– Independent
– Social
– Moral
– Civic minded
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Millennials / Generation Y
• Hopeful, Participative style, Determined, The 
Internet generationAttributes
• Provide orientation training, Give feedback, Allow to 
multi‐task, Assign mentors, Provide career pathingDo
• Ignore their security, Treat them like children, 
Forget to explain “why”Don’t
• The latest technology, To ask questions, Their 
parents and grandparents, Public activismLikes
• Negativity, Anything slow, boredomDislikes
Source: AICPA / KBC Consulting
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4 Generations
• Unique work ethics
• Different perspectives
• Distinct ways of managing and being managed
• Differing views of issues
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Each Generation Brings Unique Values and 
Characteristics to the Workplace
Generation Characteristics Stereotyped as
Traditionalists • Hardworking and dedicated
• Respectful of rules and authority
• Conservative and traditional
• Old‐fashioned
• Behind the times
• Rigid / autocratic
• Change / risk averse
Baby Boomers • Youthful self‐identity
• Optimistic
• Team player
• Competitive
• Self‐centered
• Unrealistic
• Political
• Power‐driven
• Workaholic
Generation X • Balanced (work/life quality)
• Self‐reliant
• Pragmatic
• Too independent
• Selfish
• Impatient
• Cynical
Generation Y • Fast‐paced / multitasking
• Fun‐seeking
• Technology‐savvy
• Short attention span
• Spoiled and disrespectful
• Technology ‐ dependent
Source: AICPA / KBC Consulting
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What are Some of the Organizational 
Challenges Your Organization is Facing?
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Comparing Differences
• Now that you have a better understanding of each 
generation found in the workplace, let us take a 
moment to compare the differences between the 
generation gaps on the following topics: 
– Background
– Attitude
– Working style
– Life experience
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Background
• Effects of technology: 
– The use and understanding of technology is a main 
difference among the generations
– The Traditionalist had very little exposure and need for 
computers and other devices that we take for granted today
– Even some Baby Boomers may struggle with technology
• They tend to use it only as needed, and usually only at 
work
– On the other hand, Generation X and Y grew up with 
technology and they use it more as a part of daily life
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Background
• Effects of media: 
– Media has boomed over the last 20 years
– Television, computers, Internet, and smart phones have 
increased the amount and availability of entertainment 
programming
– Many Generation X and Y's were raised with media as a large 
part of their diet
14
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Attitude
• Attitude towards authority: 
– As the generations progressed, their attitude towards 
authority is one that will challenge them
– The older generation was taught to revere authority due to 
the military presence in the culture during wartime
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Attitude
• Attitude towards individuality: 
– The younger generations were brought up during a time 
where most parents worked outside the home leaving them 
in day cares
– This environment taught the younger generation to be 
independent and self‐sufficient
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Attitude
• Loyalty to their employers: 
– The older generation is more likely to stay with one 
employer their entire life, if that is possible
– This tendency was brought on by living through difficult 
times
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Working Style
• Flexible hours: 
– The younger generation values flexibility in the workday to 
attend to personal things
– They value their family life over their work life and seek to 
find employers that will provide working arrangements that 
will allow them to work and manage their family life
16
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Working Style
• Challenge the status quo: 
– The younger generation sees it as a benefit to challenge 
other thinking and is quick to present their point of view
– The older generation is more submissive and sees 
challenging the status quo as disrespecting the authority 
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Working Style
• Motivation: 
– The older generation values a stable work environment 
where conformity is valued
– The younger generation is motivated by achievement and 
they will create an environment of competition, which may 
be threatening to the older generation
17
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Life Experience
• Hard times: 
– The older generations experienced harder times and lived 
without for long periods
• This taught them the value of having the basics like food 
and clothes
– Baby Boomers know what it is to fight for civil rights and 
protest against the government
Life Experience
34 ● schencksc.com
Life Experience
• Entertainment: 
– The older generation experienced entertainment as 
traditional events like the movies and non‐technical 
activities
– The younger generation grew up with video games, 4D rides 
at amusement parks and other activities that are designed to 
stir the senses
Life Experience
18
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Life Experience
• Technology:
– The younger generation experienced technology as a way of 
life
– Generation X had technology grow into their lives and 
Generation Y never did without it
– The older generation was slow to adapt and use technology 
as a social tool
Life Experience
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Five Generations in the Workplace
Source: AICPA / KBC Consulting
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Finding Common Ground
• In order to be successful bridging the gap across the 
generations, you must find common ground that 
enables you to close the gap and effectively reach 
your opposing generation
• Areas of focus:
– Feedback
– Communication
– Work/Life Balance
– Delegation
– Loyalty
– Rewards and Recognition
38 ● schencksc.com
Customize Your Feedback
Traditionalists –
Don’t need any
Generation X –
When asked
Boomers –
1X year
Generation Y –
All the time
Feedback
Source: AICPA / KBC Consulting
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Vary Your Approach to Communication
Traditionalists
Face to face
Formal written
Boomers
Relationships and 
business results 
connected
Like meetings
Phone or in‐person
Gen X
Direct and 
straightforward
Want clear direction
Voicemail, email
Gen Y
Want positive 
communication
Tell me why?
How will this help 
me?
Blog, text, email, IM
Source: AICPA / KBC Consulting
40 ● schencksc.com
Work / Life Balance
Work / Life 
Balance
Traditionalists
Work and 
family separate
Baby 
Boomers 
Live to work
Generation X
Value Work / 
Life Balance
Generation Y 
Work to Live
Source: AICPA / KBC Consulting
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Delegate Through a Generational Lens
•Top down approach
•Disagreement discouraged
Traditionalists
•Like to be involved in decisions
•Want to collaborate
•Don’t like conflict
Boomers
•Independent
•Skeptical
•Risk takers
Gen X
•Prefer complete transparency – they want the “why”
•Like teamwork but need supervision
•Want to give input without regard to hierarchy
Gen Y
Source: AICPA / KBC Consulting
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Loyalty
• Traditionalists: Loyal to company
• Boomers: Importance and 
meaning of work
• Gen X: Individual career goals
• Gen Y: To themselves
Loyalty 
is not a 
given
Source: AICPA / KBC Consulting
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Adjust Your Recognition and Rewards 
Programs
Traditionalists
Praise personally 
and reward with 
compensation
Baby Boomers
Public praise and 
career advances
Generation X
A balance of fair 
compensation 
and ample time 
off
Generation Y
Frequent 
individual and 
public praise; 
career growth
Source: AICPA / KBC Consulting
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Conflict Management
• Understanding how to manage conflict across the 
generations will help to reduce the confrontation and 
perhaps avoid them in the future
• Some things to consider :
– Younger bosses managing older workers
– Avoid turnover with a retention plan
– Breaking down the stereotypes
– Embrace the hot zone
– Treat each other as a peer
– Create a succession plan
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Younger Bosses Managing Older Workers
• Use the ACE technique in avoiding conflict with your older 
employees. 
– Acknowledge your older employee’s experience and the value they 
bring to the team
– Caring for your older employee comes in many ways
• Become interested with their personal life or hobbies
– Exchange ideas and ask for input from your older employees on 
issues and demonstrate that you value their opinions and solutions
• Implement good ideas and give them recognition
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Avoid Turnovers With A Retention Plan
• Determine what values this person has based on their 
generational trait
– Think of things that could be a motivating factor like 
schedule flexibility, incentives and recognition
• Prepare several focused questions that may lead to 
underlying issues
– Be frank with your employees and tell them that you want to 
keep them and will set up a follow up meeting to discuss 
possible solutions
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Avoid Turnovers With A Retention Plan
• Ask questions about their personal goals and career 
milestones and see how you can help them achieve them
• Be ready to become an advocate for your employee 
– This means that you may need to do some research or speak 
with key people in human resources to help find more solutions
• Work with your human resource contact to develop a 
retention plan
– They can give you solutions that are aligned with your company’s 
policies
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Breaking Down The Stereotypes
• Stereotypes are formed when there is lack of information 
from the other side
– Stereotypes are difficult to break because the thought process is 
difficult to detect
• Many activities can challenge your team
– When your team is challenged, their best traits will come through
– You may encounter resistance at first, but your job is to coach 
them through it
• Once you are done with your activity, hold a debrief 
meeting to spotlight the team and their achievement
– Share commonalities that span the entire team
– Finally, relate those commonalities to work related activities like 
project work, etc. 
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Embrace the Hot Zone
• When dealing with generation gap issues, there is a hot 
zone that you must recognize and address
– The hot zone is an area you know there is conflict
• It could be between two employees or groups within 
your team
– First, you must acknowledge the hot zone exists (ignoring it 
could result to more widespread hot zones)
– Next, you should engage the hot zone as soon as possible and 
provide feedback to all the parties involved
– Set expectations with your employees on how to handle future 
conflicts
– Hold one‐on‐one coaching with each employee involved in the 
hot zone and have him or her come up with ideas on how to 
make things better avoiding hot zone issues
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Treat Each Other As A Peer
• The CARE model is a good way to start this process and they 
should be coached at the individual level
• CARE stands for the following behaviors:
– Collaborate – Your team should be exposed to an environment where ideas 
are exchanged and at times challenged. Set ground rules in your meetings 
on how to handle disagreements. Encourage other points of view. Make 
sure all participants are involved. Be fair in your assessments and use 
objective means to determine the best ideas.
– Acknowledge – Teach your team to acknowledge each other’s value. In 
addition, teach them how to deliver the feedback. Do not assume they 
know how to do this. Remember that feedback is behavior‐based. 
– Respect – Teach your team how to show respect to each other by using 
proper greetings and posture towards each other. Set the expectation that 
derogatory remarks about age are not tolerated by anyone.
– Equal – Teach your team that all members of the team are equal 
in value and contribution they bring. Age is not a factor. 
26
51 ● schencksc.com
Create A Succession Plan
• Determine a clear career goal
– Make sure it is a real goal
– Make sure it is attainable
– Make sure it is time driven
• Consult with your HR department to determine what their 
requirements are
• Consult with the head of the department if the career path takes 
them to another area
• Determine any educational requirements and provide guidance
• Set up a mentor program with someone currently doing what they 
want to achieve
• Track their progress
• Meet with them periodically to specifically discuss their progress on 
their succession plan
52 ● schencksc.com
Solutions
• It starts with awareness
– This is a diversity issue and an engagement issue
• Develop a corporate culture of tolerance and 
understanding
• An organization that values different work styles will 
have a more productive workforce
• Capitalize on the strengths of each generation
Source: AICPA / KBC Consulting
27
53 ● schencksc.com
More Possible Solutions
• Form a cross‐generational advisory board
• Stop managing your people based on time
• Share more information
• Evaluate the ROI of working at your firm
• Don’t talk in terms of lifetime employment to your 
youngest people
Source: AICPA / KBC Consulting
54 ● schencksc.com
The Power of 4
Leverage the power of the four generations 
present in your workplace
28
55 ● schencksc.com
Benefits of Generation Gaps
• You gain a good perspective of the external culture
• You can generate more ideas based on varying experiences
• The older generation can help the younger generation 
refine their social skills
• The younger generation can help the older learn how to 
leverage technology
• Create a mentoring environment
Keep in mind that whenever you have access to different 
views, ideas and way of doing things, you have a source of 
knowledge that is profound and leveraged for the 
organization’s benefit
56 ● schencksc.com
How to Learn From Each Other
• Frequent – Make sure your team meets frequently in a 
team‐meeting environment
– It can be once a month, once a week, etc.
– Having your team together in a group will help them engage each 
other, communicate, and dialogue – this is essential to any learning 
environment
• Informal – Make your meeting less formal
– This way everyone puts down his or her guard
– Use an icebreaker activity or energizer
– Making your meeting informal will allow your employees to share 
and learn
• Team building – Make your meetings about team building 
– Topics like updates, reports, etc., are best delivered by other 
means like email in a presentation
29
57 ● schencksc.com
Embracing The Unfamiliar
• Look for unfamiliar things in the workplace
– Be on the lookout for new ideas, attitudes, trends, etc. in the workplace 
you can investigate and learn more on the topic
• Engage it immediately
– When you identify an unfamiliar concept or idea, embrace it immediately
– Ask questions about it and take notes
• Acquire more knowledge on the topic
– Research the topic and learn more about it
– Look for reasons why this is valuable and why one should adopt it
• Disseminate the knowledge to the rest of the team
– Once you gather the information, share it with your team in your meetings
– Gain input on perspectives and tell them how this information helps you
58 ● schencksc.com
Your Future Workforce
2006 2016
Generations Ages
% of Labor 
Force
Ages
% of Labor 
Forces
Traditionalists 61 ‐ 78 15.6% 71 ‐ 88 7.6%
Baby Boomers 42 ‐ 60 32.4% 52 ‐ 70 27.2%
Gen X‐ers 28 ‐ 42 22.8% 38 ‐ 52 33.2%
Millennials 7 ‐ 27 29.2% 17 ‐ 37 32%
Source: Generational Statistics 
30
59 ● schencksc.com
Generational Focus
• Our focus needs to be on the future, which by 2020 
will be the Millennials
60 ● schencksc.com
For Millennials
• Adopt a mindset of flexibility
• Show them you respect what they contribute
• Challenge them
• Coach and mentor whenever possible
• Give them the “why”
• Fill their jobs with as much variety as possible
• Make time for them
• Teach them by letting them “do” something
Source: AICPA / KBC Consulting
31
61 ● schencksc.com
Understand What Attracts Millennials
A “good 
company” 
who…
Takes care of 
their 
employees
Takes care of 
their 
community
Takes care of 
their 
environment
A company that cares is as important to them as pay
Source: AICPA / KBC Consulting
62 ● schencksc.com
Plans to Retain Millennials
Speed is key
Incorporate the parents
Include the WIIFM every step of the way
Let your leaders know you value the younger 
generations
Create professional development opportunities 
for them
Map out career plan from beginning
Source: AICPA / KBC Consulting
32
63 ● schencksc.com
Solutions for Future Millennial Leadership
Leverage the supply 
of experienced 
workers
Fill in the 
readiness gaps of 
Millennials
Develop high potential 
Millennials now – in a 
few years, they will be 
the majority…
Source: AICPA / KBC Consulting
64 ● schencksc.com
ROI for YOU
• If organizations increased investment in workplace 
practices which relate to engagement by just 10%, they 
would increase profits by $2,400 per employee 
Source: ACCENTURE
• 75% of leaders have no engagement plan or strategy even 
though 90% say engagement impacts on business success
Source: ACCOR
• Engaged organizations grew profits as much as three times 
faster than their competitors
Source: Corporate Leadership Council
Source: AICPA / KBC Consulting
33
65 ● schencksc.com
Final Thought
• Of 75 possible drivers of engagement, the one that 
was rated the most important was the extent to 
which employees believed that their senior 
management had a sincere interest in their well‐being 
Source: Towers Watson
Source: AICPA / KBC Consulting
Any questions?
Thank you!
Debra Pagel
debra.pagel@schencksc.com
800‐236‐2246

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Managing a Multi-Generational Workforce

  • 1. Managing a Multi-Generational Workforce 800-236-2246 • schencksc.com Presented by: Debra Pagel, Director of Human Resources Consulting debra.pagel@schencksc.com 715-261-4701 800-236-2246 Schenck SC is a full-service CPA and consulting firm. Any accounting, business or tax advice contained in this handout, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or as a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties unless expressly indicated.We are not responsible for errors, misinterpretations, or omissions related to this information. Because the information presented is general in nature, and is subject to change, we urge you to contact us for personal advice before you act.
  • 2.
  • 3. schencksc.com Debra Pagel Experience Debra provides strategic human resources advice to clients on issues ranging from recruitment and compensation to organizational development, process improvement and leadership development. Debra has more than 25 years of experience working with organizations to evaluate and improve their human resources practices. Debra is highly skilled at analyzing situations and getting to the real issue to help clients find and implement effective solutions. Prior to joining Schenck, Debra led the not-for-profit and government consulting practice at a regional public accounting firm. Education University of Wisconsin–Stevens Point, BBA, Management and Management Information Systems Certificate in Organizational Development Certified Master Trainer Professional memberships Society for Human Resources Management (SHRM) Central Wisconsin SHRM Community involvement Women In Action, Founding Member Junior Achievement, Champions of Business Committee United Way, Summit League © Schenck sc 2013 6.13 Areas of specialization Human resources compliance Organizational structure alignment Compensation systems Performance management systems Training & development debra.pagel@schencksc.com 800-236-2246 Director of Human Resources Consulting
  • 4.
  • 5. schencksc.com Human Resources Consulting Services Strategic consulting services • Behavioral assessment • Career assessments • Conflict management • Culture alignment • Culture/associate surveys • Executive coaching • Leadership development • Organizational structure • Succession management and transition planning • Talent management • Team building • Seminars • Training and development HR fundamentals • Assessment of HR functions (HR audit) • Recruitment and selection services • Job descriptions • Compensation systems and wage analyses • Policy and procedure development • Employee benefits support • Employee handbook creation or review • Performance management systems • Employee relations • Day-to-day compliance • HR best practice coaching Outsourced services • Part-time, full-time or temporary human resources manager • Outsourcing is tailor-made to your organization.We dedicate onsite and/or offsite assistance in all HR fundamental areas when you do not have an HR person on board.We can also provide supplemental HR staff when your own human resources staff is stretched due to growth or special projects.
  • 6. Thomas Schultz, PHR Senior Human Resources Consultant 920-996-1197 thomas.schultz@schencksc.com Amy Biersteker, MSE Strategic Business Advisor 920-996-1350 amy.biersteker@schencksc.com An organization’s most valuable asset is its employees. Creating an environment in which your employees, with their diverse backgrounds, attitudes and perspectives, can each lend their talents to the pursuit of your mission and vision requires you to think of“human resources”in the broadest sense possible. Schenck’s Human Resources Consulting services help you do just that by considering how your organization’s structure affects your people’s performance. Our approach to human resources consulting is tailored to you—we start with your needs and build solutions that are suitable to your unique situation. We provide HR generalist services that deal with day-to-day compliance issues as well as organizational development services that tackle your most challenging structural, cultural and long-term goal issues. To ensure you get sound, practical advice, our human resources consultants are seasoned professionals with years of hands on experience. We keep abreast of the ever-changing employment landscape to provide you with practical information and alternatives to address your human resource compliance concerns. Human Resources (HR) Consulting Services Organizations without an HR professional on staff will benefit from our consultants’experience on a wide range of topics and situations. Those that do have an HR professional rely on our expertise in specific areas and our objective opinions. Our services include the transfer of knowledge from our professionals so you are better prepared to handle situations in-house. You will receive the HR expertise you need, the credibility your employees want and the service you deserve from our human resources consulting professionals. We welcome the opportunity to discuss the“people” needs of your business. Contact us today to learn how we can help. Debra Pagel Director of Human Resources Consulting 715-261-4701 debra.pagel@schencksc.com 800-236-2246 • schencksc.com Appleton • Fond du Lac • Green Bay • Manitowoc Milwaukee • Oshkosh • Sheboygan • Wausau © 2015 Schenck sc 5.15 Sandra Chancio Human Resources Consultant 920-455-4148 sandra.chancio@schencksc.com
  • 7. 1 Managing a Multi‐Generational Workforce Presented by:  Debra Pagel, Director of Human Resources Consulting June 2015 2 ● schencksc.com Overview • This workshop will help you understand the various  generations present at work and understand what  motivates each of them and how to work together • While having various cultures in one workplace can  present communication problems and conflicts, the  benefits of such a variety in the workplace outweigh it • Learning how to deal with the generation gap at work  will help you become a better manager or co‐worker
  • 8. 2 3 ● schencksc.com Workshop Objectives • History behind generation gaps • What are traditionalists • What are baby boomers • What are Generation X‐ers • What are Generation Y‐ers • Differences between each type of generation • Finding common ground among the generations • Conflict management • Leveraging the benefits of generation gaps at work 4 ● schencksc.com Three Crucial Reasons Organizations are  Addressing Generational Issues 1. Competition for talent is escalating 2. More generations are working side‐by‐side 3. Productivity and business results linked to work  environment Source: AICPA / KBC Consulting
  • 9. 3 5 ● schencksc.com What is a Generation? • A generation is a group of people born during the  same period and shares the same attitudes and  values – The period is the factor to dividing the generations into  groups • In each period are experiences that shaped the  attitudes and values of each generation – In addition, the interaction between generations is also a  factor in shaping the subsequent generation Source: AICPA / KBC Consulting 6 ● schencksc.com What Generations Exist in The Workplace? • The four generations that are typically found in an  organization are the following: 1. Traditionalist 2. Baby Boomers 3. Generation X 4. Generation Y
  • 10. 4 7 ● schencksc.com Traditionalists (1900 – 1945) 8 ● schencksc.com Traditionalists • Born before 1945 • 11.5 million still in workforce • Values – Dedication and hard work – Loyal – Honorable – Conformity – Respect for authority
  • 11. 5 9 ● schencksc.com Traditionalists  • Loyal, command and control style, self‐sacrifice,  50% ex‐militaryAttributes • Respect them, be accountable, honor chain of  command, be courteousDo • Use slang or be vulgar, be late, change  appointmentsDon’t • Community involvement, family togetherness,  proper dress, respect for authorityLikes • Waste, credit cards, technologyDislikes Source: AICPA / KBC Consulting 10 ● schencksc.com Baby Boomers (1946‐1964)
  • 12. 6 11 ● schencksc.com Baby Boomers • Born between 1946 – 1964 • Values – Optimism – Team orientation – Personal gratification – Health and wellness – Personal growth – Involvement 12 ● schencksc.com Baby Boomers • Optimistic, Collegial style, Workaholic, Social  Reformers, The “Me Generation”Attributes • Value their experience, Give them credit, Give  them perks, bonuses are good too!Do • Ignore their contributions, Disrespect them, Tell  them‐ask them!Don’t • Responsibility, Serious work ethic, “Can do”  attitude, CompetitivenessLikes • Laziness, Improper business etiquette, Turning 50Dislikes Source: AICPA / KBC Consulting
  • 13. 7 13 ● schencksc.com Traditionalist • Traditional roles • Loyal to marriage and  workplace • Patient & willing to be  disciplined • Played by the rules Boomers • Redefined roles • Left unfulfilling  relationships • Immediate gratification • Manipulated rules Traditionalists vs. Boomers 14 ● schencksc.com Generation X (1965‐1980)
  • 14. 8 15 ● schencksc.com Generation X‐ers • Born between 1965 – 1980 • Values – Self‐reliant – Informal – Pragmatic – Skeptical – Global thinker – Technology literate 16 ● schencksc.com Generation X • Independent, Self‐command style, Suspicious of  authority, Skeptical, The “Latchkey Generation”Attributes • Give feedback when asked, Groom for  management, Allow to multi‐taskDo • Micromanage, Talk too much, Treat them like  slackersDon’t • Freedom, Up‐to‐date technology, Multi‐tasking,  Work/life balanceLikes • Too much collaboration, Political red tape, HypeDislikes Source: AICPA / KBC Consulting
  • 15. 9 17 ● schencksc.com Boomers • Fight authority • Love media • Workaholics • Political Generation X‐ers • Find way around • Avoid media • Want a life • Politics waste of time Boomers vs. Generation X‐ers 18 ● schencksc.com Millennials / Generation Y (1981‐2000)
  • 16. 10 19 ● schencksc.com Millennials / Generation Y • Born between 1981 – 2000 • Values – Optimistic – Confident – Independent – Social – Moral – Civic minded 20 ● schencksc.com Millennials / Generation Y • Hopeful, Participative style, Determined, The  Internet generationAttributes • Provide orientation training, Give feedback, Allow to  multi‐task, Assign mentors, Provide career pathingDo • Ignore their security, Treat them like children,  Forget to explain “why”Don’t • The latest technology, To ask questions, Their  parents and grandparents, Public activismLikes • Negativity, Anything slow, boredomDislikes Source: AICPA / KBC Consulting
  • 17. 11 21 ● schencksc.com 4 Generations • Unique work ethics • Different perspectives • Distinct ways of managing and being managed • Differing views of issues 22 ● schencksc.com Each Generation Brings Unique Values and  Characteristics to the Workplace Generation Characteristics Stereotyped as Traditionalists • Hardworking and dedicated • Respectful of rules and authority • Conservative and traditional • Old‐fashioned • Behind the times • Rigid / autocratic • Change / risk averse Baby Boomers • Youthful self‐identity • Optimistic • Team player • Competitive • Self‐centered • Unrealistic • Political • Power‐driven • Workaholic Generation X • Balanced (work/life quality) • Self‐reliant • Pragmatic • Too independent • Selfish • Impatient • Cynical Generation Y • Fast‐paced / multitasking • Fun‐seeking • Technology‐savvy • Short attention span • Spoiled and disrespectful • Technology ‐ dependent Source: AICPA / KBC Consulting
  • 18. 12 23 ● schencksc.com What are Some of the Organizational  Challenges Your Organization is Facing? 24 ● schencksc.com Comparing Differences • Now that you have a better understanding of each  generation found in the workplace, let us take a  moment to compare the differences between the  generation gaps on the following topics:  – Background – Attitude – Working style – Life experience
  • 19. 13 25 ● schencksc.com Background • Effects of technology:  – The use and understanding of technology is a main  difference among the generations – The Traditionalist had very little exposure and need for  computers and other devices that we take for granted today – Even some Baby Boomers may struggle with technology • They tend to use it only as needed, and usually only at  work – On the other hand, Generation X and Y grew up with  technology and they use it more as a part of daily life 26 ● schencksc.com Background • Effects of media:  – Media has boomed over the last 20 years – Television, computers, Internet, and smart phones have  increased the amount and availability of entertainment  programming – Many Generation X and Y's were raised with media as a large  part of their diet
  • 20. 14 27 ● schencksc.com Attitude • Attitude towards authority:  – As the generations progressed, their attitude towards  authority is one that will challenge them – The older generation was taught to revere authority due to  the military presence in the culture during wartime 28 ● schencksc.com Attitude • Attitude towards individuality:  – The younger generations were brought up during a time  where most parents worked outside the home leaving them  in day cares – This environment taught the younger generation to be  independent and self‐sufficient
  • 21. 15 29 ● schencksc.com Attitude • Loyalty to their employers:  – The older generation is more likely to stay with one  employer their entire life, if that is possible – This tendency was brought on by living through difficult  times 30 ● schencksc.com Working Style • Flexible hours:  – The younger generation values flexibility in the workday to  attend to personal things – They value their family life over their work life and seek to  find employers that will provide working arrangements that  will allow them to work and manage their family life
  • 22. 16 31 ● schencksc.com Working Style • Challenge the status quo:  – The younger generation sees it as a benefit to challenge  other thinking and is quick to present their point of view – The older generation is more submissive and sees  challenging the status quo as disrespecting the authority  32 ● schencksc.com Working Style • Motivation:  – The older generation values a stable work environment  where conformity is valued – The younger generation is motivated by achievement and  they will create an environment of competition, which may  be threatening to the older generation
  • 23. 17 33 ● schencksc.com Life Experience • Hard times:  – The older generations experienced harder times and lived  without for long periods • This taught them the value of having the basics like food  and clothes – Baby Boomers know what it is to fight for civil rights and  protest against the government Life Experience 34 ● schencksc.com Life Experience • Entertainment:  – The older generation experienced entertainment as  traditional events like the movies and non‐technical  activities – The younger generation grew up with video games, 4D rides  at amusement parks and other activities that are designed to  stir the senses Life Experience
  • 24. 18 35 ● schencksc.com Life Experience • Technology: – The younger generation experienced technology as a way of  life – Generation X had technology grow into their lives and  Generation Y never did without it – The older generation was slow to adapt and use technology  as a social tool Life Experience 36 ● schencksc.com Five Generations in the Workplace Source: AICPA / KBC Consulting
  • 25. 19 37 ● schencksc.com Finding Common Ground • In order to be successful bridging the gap across the  generations, you must find common ground that  enables you to close the gap and effectively reach  your opposing generation • Areas of focus: – Feedback – Communication – Work/Life Balance – Delegation – Loyalty – Rewards and Recognition 38 ● schencksc.com Customize Your Feedback Traditionalists – Don’t need any Generation X – When asked Boomers – 1X year Generation Y – All the time Feedback Source: AICPA / KBC Consulting
  • 27. 21 41 ● schencksc.com Delegate Through a Generational Lens •Top down approach •Disagreement discouraged Traditionalists •Like to be involved in decisions •Want to collaborate •Don’t like conflict Boomers •Independent •Skeptical •Risk takers Gen X •Prefer complete transparency – they want the “why” •Like teamwork but need supervision •Want to give input without regard to hierarchy Gen Y Source: AICPA / KBC Consulting 42 ● schencksc.com Loyalty • Traditionalists: Loyal to company • Boomers: Importance and  meaning of work • Gen X: Individual career goals • Gen Y: To themselves Loyalty  is not a  given Source: AICPA / KBC Consulting
  • 28. 22 43 ● schencksc.com Adjust Your Recognition and Rewards  Programs Traditionalists Praise personally  and reward with  compensation Baby Boomers Public praise and  career advances Generation X A balance of fair  compensation  and ample time  off Generation Y Frequent  individual and  public praise;  career growth Source: AICPA / KBC Consulting 44 ● schencksc.com Conflict Management • Understanding how to manage conflict across the  generations will help to reduce the confrontation and  perhaps avoid them in the future • Some things to consider : – Younger bosses managing older workers – Avoid turnover with a retention plan – Breaking down the stereotypes – Embrace the hot zone – Treat each other as a peer – Create a succession plan
  • 29. 23 45 ● schencksc.com Younger Bosses Managing Older Workers • Use the ACE technique in avoiding conflict with your older  employees.  – Acknowledge your older employee’s experience and the value they  bring to the team – Caring for your older employee comes in many ways • Become interested with their personal life or hobbies – Exchange ideas and ask for input from your older employees on  issues and demonstrate that you value their opinions and solutions • Implement good ideas and give them recognition 46 ● schencksc.com Avoid Turnovers With A Retention Plan • Determine what values this person has based on their  generational trait – Think of things that could be a motivating factor like  schedule flexibility, incentives and recognition • Prepare several focused questions that may lead to  underlying issues – Be frank with your employees and tell them that you want to  keep them and will set up a follow up meeting to discuss  possible solutions
  • 30. 24 47 ● schencksc.com Avoid Turnovers With A Retention Plan • Ask questions about their personal goals and career  milestones and see how you can help them achieve them • Be ready to become an advocate for your employee  – This means that you may need to do some research or speak  with key people in human resources to help find more solutions • Work with your human resource contact to develop a  retention plan – They can give you solutions that are aligned with your company’s  policies 48 ● schencksc.com Breaking Down The Stereotypes • Stereotypes are formed when there is lack of information  from the other side – Stereotypes are difficult to break because the thought process is  difficult to detect • Many activities can challenge your team – When your team is challenged, their best traits will come through – You may encounter resistance at first, but your job is to coach  them through it • Once you are done with your activity, hold a debrief  meeting to spotlight the team and their achievement – Share commonalities that span the entire team – Finally, relate those commonalities to work related activities like  project work, etc. 
  • 31. 25 49 ● schencksc.com Embrace the Hot Zone • When dealing with generation gap issues, there is a hot  zone that you must recognize and address – The hot zone is an area you know there is conflict • It could be between two employees or groups within  your team – First, you must acknowledge the hot zone exists (ignoring it  could result to more widespread hot zones) – Next, you should engage the hot zone as soon as possible and  provide feedback to all the parties involved – Set expectations with your employees on how to handle future  conflicts – Hold one‐on‐one coaching with each employee involved in the  hot zone and have him or her come up with ideas on how to  make things better avoiding hot zone issues 50 ● schencksc.com Treat Each Other As A Peer • The CARE model is a good way to start this process and they  should be coached at the individual level • CARE stands for the following behaviors: – Collaborate – Your team should be exposed to an environment where ideas  are exchanged and at times challenged. Set ground rules in your meetings  on how to handle disagreements. Encourage other points of view. Make  sure all participants are involved. Be fair in your assessments and use  objective means to determine the best ideas. – Acknowledge – Teach your team to acknowledge each other’s value. In  addition, teach them how to deliver the feedback. Do not assume they  know how to do this. Remember that feedback is behavior‐based.  – Respect – Teach your team how to show respect to each other by using  proper greetings and posture towards each other. Set the expectation that  derogatory remarks about age are not tolerated by anyone. – Equal – Teach your team that all members of the team are equal  in value and contribution they bring. Age is not a factor. 
  • 32. 26 51 ● schencksc.com Create A Succession Plan • Determine a clear career goal – Make sure it is a real goal – Make sure it is attainable – Make sure it is time driven • Consult with your HR department to determine what their  requirements are • Consult with the head of the department if the career path takes  them to another area • Determine any educational requirements and provide guidance • Set up a mentor program with someone currently doing what they  want to achieve • Track their progress • Meet with them periodically to specifically discuss their progress on  their succession plan 52 ● schencksc.com Solutions • It starts with awareness – This is a diversity issue and an engagement issue • Develop a corporate culture of tolerance and  understanding • An organization that values different work styles will  have a more productive workforce • Capitalize on the strengths of each generation Source: AICPA / KBC Consulting
  • 33. 27 53 ● schencksc.com More Possible Solutions • Form a cross‐generational advisory board • Stop managing your people based on time • Share more information • Evaluate the ROI of working at your firm • Don’t talk in terms of lifetime employment to your  youngest people Source: AICPA / KBC Consulting 54 ● schencksc.com The Power of 4 Leverage the power of the four generations  present in your workplace
  • 34. 28 55 ● schencksc.com Benefits of Generation Gaps • You gain a good perspective of the external culture • You can generate more ideas based on varying experiences • The older generation can help the younger generation  refine their social skills • The younger generation can help the older learn how to  leverage technology • Create a mentoring environment Keep in mind that whenever you have access to different  views, ideas and way of doing things, you have a source of  knowledge that is profound and leveraged for the  organization’s benefit 56 ● schencksc.com How to Learn From Each Other • Frequent – Make sure your team meets frequently in a  team‐meeting environment – It can be once a month, once a week, etc. – Having your team together in a group will help them engage each  other, communicate, and dialogue – this is essential to any learning  environment • Informal – Make your meeting less formal – This way everyone puts down his or her guard – Use an icebreaker activity or energizer – Making your meeting informal will allow your employees to share  and learn • Team building – Make your meetings about team building  – Topics like updates, reports, etc., are best delivered by other  means like email in a presentation
  • 35. 29 57 ● schencksc.com Embracing The Unfamiliar • Look for unfamiliar things in the workplace – Be on the lookout for new ideas, attitudes, trends, etc. in the workplace  you can investigate and learn more on the topic • Engage it immediately – When you identify an unfamiliar concept or idea, embrace it immediately – Ask questions about it and take notes • Acquire more knowledge on the topic – Research the topic and learn more about it – Look for reasons why this is valuable and why one should adopt it • Disseminate the knowledge to the rest of the team – Once you gather the information, share it with your team in your meetings – Gain input on perspectives and tell them how this information helps you 58 ● schencksc.com Your Future Workforce 2006 2016 Generations Ages % of Labor  Force Ages % of Labor  Forces Traditionalists 61 ‐ 78 15.6% 71 ‐ 88 7.6% Baby Boomers 42 ‐ 60 32.4% 52 ‐ 70 27.2% Gen X‐ers 28 ‐ 42 22.8% 38 ‐ 52 33.2% Millennials 7 ‐ 27 29.2% 17 ‐ 37 32% Source: Generational Statistics 
  • 36. 30 59 ● schencksc.com Generational Focus • Our focus needs to be on the future, which by 2020  will be the Millennials 60 ● schencksc.com For Millennials • Adopt a mindset of flexibility • Show them you respect what they contribute • Challenge them • Coach and mentor whenever possible • Give them the “why” • Fill their jobs with as much variety as possible • Make time for them • Teach them by letting them “do” something Source: AICPA / KBC Consulting
  • 37. 31 61 ● schencksc.com Understand What Attracts Millennials A “good  company”  who… Takes care of  their  employees Takes care of  their  community Takes care of  their  environment A company that cares is as important to them as pay Source: AICPA / KBC Consulting 62 ● schencksc.com Plans to Retain Millennials Speed is key Incorporate the parents Include the WIIFM every step of the way Let your leaders know you value the younger  generations Create professional development opportunities  for them Map out career plan from beginning Source: AICPA / KBC Consulting
  • 38. 32 63 ● schencksc.com Solutions for Future Millennial Leadership Leverage the supply  of experienced  workers Fill in the  readiness gaps of  Millennials Develop high potential  Millennials now – in a  few years, they will be  the majority… Source: AICPA / KBC Consulting 64 ● schencksc.com ROI for YOU • If organizations increased investment in workplace  practices which relate to engagement by just 10%, they  would increase profits by $2,400 per employee  Source: ACCENTURE • 75% of leaders have no engagement plan or strategy even  though 90% say engagement impacts on business success Source: ACCOR • Engaged organizations grew profits as much as three times  faster than their competitors Source: Corporate Leadership Council Source: AICPA / KBC Consulting
  • 39. 33 65 ● schencksc.com Final Thought • Of 75 possible drivers of engagement, the one that  was rated the most important was the extent to  which employees believed that their senior  management had a sincere interest in their well‐being  Source: Towers Watson Source: AICPA / KBC Consulting Any questions? Thank you! Debra Pagel debra.pagel@schencksc.com 800‐236‐2246