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APIPA 20101 MANAGING GENERATIONS IN THE WORKPLACE Jeanne H. Yamamura CPA, MIM, PHD.

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Presentation on theme: "APIPA 20101 MANAGING GENERATIONS IN THE WORKPLACE Jeanne H. Yamamura CPA, MIM, PHD."— Presentation transcript:

1 APIPA 20101 MANAGING GENERATIONS IN THE WORKPLACE Jeanne H. Yamamura CPA, MIM, PHD

2 APIPA 20102 DISCLAIMER This is not you. You are unique and special. This is everybody else!

3 APIPA 20103 NAME THIS TUNE Wise men say only fools rush in but I can't help falling in love with you Shall I stay would it be a sin If I can't help falling in love with you

4 APIPA 20104 NAME THIS TUNE I know I may be young But Ive got feelings too And I need to do what I feel like doing So let me go and just listen All you people look at me like Im a little girl Well, did you ever think it would be OK for me to step into this world …

5 APIPA 20105 NAME THIS TUNE One soft infested summer Me and Terry became friends Trying in vain to breathe The fire we born in Catching rides to the outskirts Tying faith between our teeth Sleeping in that old abandoned beach house Getting wasted in the heat And hiding on the backstreets Hiding on the backstreets

6 APIPA 20106 NAME THIS TUNE That old black magic has me in its spell That old black magic that you weave so well Those icy fingers up and down my spine The same old witchcraft when your eyes meet mine

7 APIPA 20107 THE GENERATIONS The Veterans / Traditionalists – Before 1946 –48 million (65 to ??) – most retired The Baby Boomers – 1946-1964 –78 million (46 to 64) Generation Xers – 1965-1976 –49 million (34 to 45) Millennials – After 1976 (to 1994) –74 million (to 33) – many not yet in workplace

8 APIPA 20108 GENERATIONS Generation = Identifiable group that shares birth years, age location, and critical life events at key development stages. –Common tastes, attitudes, and experiences Defining events = events that capture attention and emotions and affect generational psyche –Assassination of John F. Kennedy –Challenger explosion –9/11 Work values more influenced by generational experiences than age and maturation.

9 APIPA 20109 WHY A PROBLEM NOW? In past, generations in workplace were separated –Older employees, mostly white and male= head office –Middle-aged employees = middle management or high-skilled, seniority protected positions –Youngest employees = factory floor, trainee positions Generational mixing rare and occurred with formality and protocol –Senior management made decisions without question or input from below –Doubts or concerns held by lower level staff voiced only to each other and usually off premises

10 APIPA 201010 WHY A PROBLEM NOW? Physical separation has disappeared –Organizations are more horizontal Increasing number of middle management positions eliminated –Workplaces may be smaller and more compact Older employees still in workplace –Senior employees might be older than senior employees were in past –May be supervised by someone much younger –The generational mix has changed

11 APIPA 201011 WHY A PROBLEM NOW? Increased competition for more limited number of upward opportunities among different generations The generations have different –Values –Views –Ways of walking, talking, and thinking Potential for increased conflict due to misunderstanding

12 APIPA 201012 THE VETERANS / TRADITIONALISTS Hold 75% of all U.S. financial assets Lee Iacocca, Mary Kay Ash, Warren Buffett Glenn Miller, Frank Sinatra, Ella Fitzgerald

13 APIPA 201013 VETERANS – DEFINING EVENTS 1927 – Lindbergh completes first transatlantic flight 1929 – stock market crash 1930s – Great Depression 1932 – FDR elected 1933 – Dust Bowl 1937 – Hitler invades Austria 1941 – Pearl Harbor – U.S. enters WWII 1944 – D Day in Normandy 1945 – Victory in Europe and Japan

14 APIPA 201014 VETERANS – PERSONAL AND LIFESTYLE CHARACTERISTICS Core Values: Respect for Authority, Conformity, Discipline Family: Traditional, Nuclear Education: A Dream

15 APIPA 201015 VETERANS – PERSONAL AND LIFESTYLE CHARACTERISTICS Communications Media: Rotary Phones, One-on- One, Write a Memo Dealing with Money: Put it away, Pay cash

16 APIPA 201016 BABY BOOMERS Largest generation Bill and Hillary Clinton, David Letterman, Oprah Winfrey, Rush Limbaugh, Mick Jagger Rock & Roll, Elvis, Grateful Dead, Beach Boys, Jimi Hendrix

17 APIPA 201017 BABY BOOMERS – DEFINING EVENTS 1954 McCarthy HCUAA hearings begin 1957 Civil Rights Act passed 1962 John Glenn circles earth 1963 Martin Luther King leads march on Washington, DC 1963 Kennedy assassinated 1965 Troops to Vietnam 1969 King and Robert Kennedy assassinated 1969 Woodstock 1970 Kent State shootings

18 APIPA 201018 BABY BOOMERS – PERSONAL AND LIFESTYLE CHARACTERISTICS Core Values: Optimism, Involvement, Health and wellness, Personal growth Family: Disintegrating Education: A birthright

19 APIPA 201019 BABY BOOMERS – PERSONAL AND LIFESTYLE CHARACTERISTICS Communications Media: Touch- tone Phones, Call me anytime Dealing with Money: Buy now, pay later

20 APIPA 201020 GENERATION X Grew up in the shadow of the Boomers Brad Pitt, Jewel, Michael Jordan, Michael Dell Elton John, Bruce Springsteen, Tina Turner, Michael Jackson

21 APIPA 201021 GENERATION X – DEFINING EVENTS 1976 Tandy and Apple market PCs 1979 U.S. corporations begin massive layoffs 1980 John Lennon killed 1986 Challenger disaster 1989 Fall of Berlin Wall 1991 Operation Desert Storm 1992 Rodney King beating, LA riots

22 APIPA 201022 GEN X – PERSONAL AND LIFESTYLE CHARACTERISTICS Core Values: Skepticism, Fun, Informality, Self- reliant Family: Latch-key kids Education: A way to get there

23 APIPA 201023 GEN X – PERSONAL AND LIFESTYLE CHARACTERISTICS Communications Media: Cell phones, Call me only at work Dealing with Money: Cautious, Conservative, Save, save, save

24 APIPA 201024 MILLENNIALS / GEN Y Coddled offspring of Boomers Macauley Culkin, Chelsea Clinton, LeAnn Rimes Britney Spears, Jewel, Eminem, Boyz II Men

25 APIPA 201025 MILLENNIALS – DEFINING EVENTS Oklahoma City bombing Schoolyard shootings Clinton/Lewinsky Columbine High massacre 9/11

26 APIPA 201026 MILLENNIALS – PERSONAL AND LIFESTYLE CHARACTERISTICS Core Values: Realism, Confidence, Extreme fun, Sociability, Civic duty Family: Merged families Education: An incredible expense

27 APIPA 201027 MILLENNIALS – PERSONAL AND LIFESTYLE CHARACTERISTICS Communications Media: Internet, Picture phones, Email Dealing with Money: Earn to spend

28 APIPA 201028 A LITTLE EXERCISE 1. How many of you have kids 26 or under? 2.How many of you ever told them they were special and could change the world, fix the world's problems? 3.How many of you told them they can do anything if they put their minds to it? 4.How many of you gave them and encouraged them to use any of the following: computer, PDA, cell phone? 5.How many of you pushed your child to achieve the best and, if they didnt, gave them or encouraged the giving of an award anyway

29 APIPA 201029 YOU CREATED Special, Confident, Tech savvy, Achievement oriented Individuals You raised them, now lead them!

30 APIPA 201030 GENERATIONS IN THE WORKPLACE

31 APIPA 201031 A FUN QUIZ!! Answer each of the following questions by selecting ONE answer. Keep track of your answers (A, B, C, or D)

32 APIPA 201032 QUIZ – QUESTION #1 Attitude toward work assignment: A.If they say jump, I say how high. B.If they say jump, I think about doing it a better way, then I jump. C.If they say jump, I want to know whats in it for me. D.If they say jump, I say Why?

33 APIPA 201033 QUIZ – QUESTION #2 Role of working women: A.Women should stay home and raise the children. B.Women have come a long way. Some women are even capable of holding high level positions within an organization. C.Women should have the same opportunities as men in the workplace. D.Is there a difference between men and women?

34 APIPA 201034 QUIZ – QUESTION #3 Perception of work life: A.Ill work at the same company from cradle to grave. B.Ill work at a company well into my 60s, and then maybe do something else. C.Ill work at a job until something better comes along – more money is always better but opportunity for quick advancement is best. I dont want to jump through endless hoops to get promoted. D.Work? I thought we were supposed to have fun and experience all we could. If it feels like work, I dont want any part of it!

35 APIPA 201035 QUIZ – QUESTION #4 Attitudes toward working hours: A.Working long hours every day shows your commitment to the organization. Your family will always be there, but the company may fail if I dont work hard. B.Its hard to balance work and family, but work should come before family if a choice needs to be made. C.Ill work from 8-5, unless something very important comes up. Flexibility on the job is really important to me. D.Standard working hours? If theres nothing interesting to do at work I should be able to go home. Getting in early is also a problem.

36 APIPA 201036 SCORING Give yourself 4 points for each A, 3 points for each B, 2 points for each C, and 1 point for each D. If you scored near 20, you think like the Veterans; 15-19 points like Baby Boomers; 10-14 points as Gen X; and 5-9 points like Millennials.

37 APIPA 201037 VETERANS IN THE WORKPLACE Work ethic and values: Hard work, respect authority, sacrifice, duty before fun, adhere to rules, loyalty Work is: an obligation Interactive style: individual Communications: formal, memo

38 APIPA 201038 VETERANS – HOW THEY PERFORM Dependable, loyal, detail-oriented, thorough, hard working Driven by rules and order Strive to uphold culture and traditions Able to leave work at work Need more time for orientation Find technology intimidating

39 APIPA 201039 VETERANS – WHAT MOTIVATES THEM Use the personal touch. Remember that traditional perks were status symbols. Motivating messages: –Your experience is respected here –Its valuable to the rest of us to hear what has – and hasnt – worked in the past. –Your perseverance is valued and will be rewarded.

40 APIPA 201040 VETERANS – HOW THEY LEARN Traditional classroom environment Lectures and presentations by experts Logical and unemotional language Organized, well-researched information, supported by facts, figures, details, and examples Easy to read font and format OJT when respectful, nonthreatening, and risk free

41 APIPA 201041 VETERANS – HOW THEY LEAD Command and control Take charge Delegate Make decisions personally

42 APIPA 201042 BABY BOOMERS IN THE WORKPLACE Work ethic and values: Workaholics, work efficiently, crusading causes, personal fulfillment, desire quality, question authority Work is: an exciting adventure Interactive style: team player, loves to have meetings Communications: in person

43 APIPA 201043 BABY BOOMERS – HOW THEY PERFORM Service oriented, driven, willing to go the extra mile, good at relationship, want to please, good team players Have a strong need to prove themselves to others Not naturally budget minded Overly sensitive to feedback Can become political animals if turf threatened Work long hours

44 APIPA 201044 BABY BOOMERS – WHAT MOTIVATES THEM Try the personal approach. Give lots of public recognition. Give them a chance to prove themselves and their worth. Reward their work ethic and long hours. Motivating messages: –Youre important to our success. –You are valued here. –Your contribution is unique and important. –You are needed.

45 APIPA 201045 BABY BOOMERS – HOW THEY LEARN Respond well to variety of formats (books, videos, self-help guides, audiotapes) Preference for team-building exercises In classroom, more casual atmosphere and more participative, interactive format Training materials scannable with plenty of information, well-organized Dislike role-playing

46 APIPA 201046 BABY BOOMERS – HOW THEY LEAD Prefer collegial, consensual style Passionate and concerned about participation and spirit at work Want to create a fair and level playing field Difficulty in practicing participative management style

47 APIPA 201047 GEN X IN THE WORKPLACE Work ethic and values: Eliminate the task, self- reliance, want structure and direction, skeptical Work is: a difficult challenge, a contract Interactive style: entrepreneur Communications: direct, immediate

48 APIPA 201048 GENERATION X – HOW THEY PERFORM Strive for balance, freedom, and flexibility Strong dislike for corporate politics, fancy titles, or rigid structures Expect to have fun at work Prefer independence and minimal supervision Good at multitasking Technoliterate, adaptable, and creative May lack people skills

49 APIPA 201049 GENERATION X – WHAT MOTIVATES THEM Give them lots of projects, allowing them to prioritize them Give lots of constructive feedback Give them time to pursue other interests and have fun at work Give them the best technology you can afford Motivating messages: –Do it your way. –Weve got the newest hardware and software. –Forget the rules. –Were not very corporate.

50 APIPA 201050 GENERATION X – HOW THEY LEARN Very comfortable learning from a computer (CD-ROM, interactive video, distance learning, internet courses) Standard classroom training with role playing Prefer most interactive and participative of materials Training materials – brief and scannable

51 APIPA 201051 GENERATION X – HOW THEY LEAD Lead because they are good at it, not because of status or perks Tend to be fair, competent, straightforward leaders Want to create campus culture with informal, creative environment Can be brutally honest Not interested in political stuff

52 APIPA 201052 MILLENNIALS IN THE WORKPLACE Work ethic and values: Whats next, multitasking, tenacity, entrepreneurial, tolerant, goal oriented Work is: a means to an end, fulfillment Interactive style: participative Communications: email/text, voice mail (in person when important)

53 APIPA 201053 MILLENNIALS – HOW THEY PERFORM Optimistic and resilient Hard work and goal setting Belief in collective action Respectful of authority but unafraid to approach boss Technologically savvy Exceptional at multitasking Need for supervision and structure Difficulty handling problem customers Drawn to organizations with career ladders and standardized pay/benefits

54 APIPA 201054 MILLENNIALS – HOW TO MOTIVATE THEM Use coaches or mentors instead of traditional supervisors OJT with supervised autonomy Motivating messages: –Youll be working with other bright, creative people. –You and your coworkers can help turn this company around. –You can be a hero here.

55 APIPA 201055 MILLENNIALS – HOW THEY LEARN Highly interactive learning Team exercises Need coaches / mentors rather than traditional supervisors OJT w/supervised autonomy Role playing for younger members

56 APIPA 201056 MILLENIALS – HOW THEY LEAD Build relationships Know strengths and weaknesses of team members Help members to succeed Share ownership Lead by example

57 APIPA 201057 RESOURCE MATERIAL Generations At Work: Managing the Clash of Veterans, Boomers, Xers, and Nexters in Your Workplace by Zemke, Raines, & Filipczak Managing Generation X and Work This Way by Tulgan Employing Generation Why? by Chester Mixing and Managing Four Generations of Employees by Hammill

58 APIPA 201058 QUESTIONS?


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