Presentation To Leadership
Prepare 10-12 slides and slide notes that could be presented to the leadership team to explain the goals for an engagement study at CapraTek, the implementation details, and proposed plan to roll it out for all the generations in the workplace. Be sure to read the background for the CapraTek scenario in the interactive learning module for this assessment.
Introduction
Today's workplaces include employees from four different generations, and each generation has a different set of expectations of how they want to grow, work, and advance in the organization. While many aspects of individual personality have some impact on this, the bigger impacts tend to come from generational variations.
Millennials and generation Z have different expectations of how the organization and their leaders should engage and support them. The old adage of "It's your career and you have to run it" is both dated and inaccurate in the modern age. Most of today's organizations are led by a majority of generation X'ers with some boomers in the leadership or senior roles. In this assessment you are asked to prepare a presentation that looks at employee engagement issues from a generational perspective and what the related resource expenditures would be.
Scenario
The leadership team at CapraTek has agreed that a "pulse" survey would provide much needed information about the specific feelings and concerns from this organization. Ultimately, they will use your presentation of the plan outline to help them decide how to spend the money, time, and resources to conduct an engagement study. CapraTek is an organization that has 360 employees in three research and development divisions across two locations.
CapraTek has had some difficulty in retaining millennial employees at entry and mid-levels in all fields across the organization. The level of satisfaction of the overall boomer workforce is also not as positive as it could be. The HR team has observed that they are not applying for advancement opportunities. This is an area of concern. The HR team doesn't have any specific data on generation X employees. No survey has been done. They are just starting to think about generation Z employees, as the youngest group is just graduating from college. There also seems to be issues with how work areas in the company's spaces are organized, which may have some connection to generational preferences. There is a great deal more unknown information than known information because the company does not have an active survey program.
The current perspective among the executive leadership of the organization is that there are no employee engagement issues or concerns. There have been some comments that HR is not sourcing the best possible candidates for hiring and that is having an impact on retention rates.
Your Challenge
As an HR professional at CapraTek, you have been tasked with preparing 10–12 slides that could be presented to the leadership team about employee engagement issues, the goals for the engagement study, and the likely budget and timeframe, as well as how you will select the best strategy to conduct the engagement study for the different generations in your workplace.
Instructions
Create an effective 10–12 slide presentation deck with detailed presentation notes elaborating on each bullet point that could be presented to a leadership meeting. Your presentation should describe the engagement issues to address at CapraTek, how the engagement research tool will be selected, and the time/budget/plan to implement the engagement research strategy. Include the following in your slide presentation and presentation notes:
Analyze the current employee engagement situation at CapraTek from observations of the different generations.
Re-read the previous related material in the course to make observations of the different generations at CapraTek.
What issues do you see from the employees' perspective?
What issues do you see from the managers' perspective?
Define the goals and the purpose of collecting engagement data from employees.
What is the purpose of collecting engagement data from employees?
How will the data collected be used to address the engagement issues identified above?
Sample Solution
Engaging CapraTek: A Multi-Generational Approach to Employee Engagement
Slide 1: Title Slide
- Title:Â Engaging CapraTek: A Multi-Generational Approach to Employee Engagement
- Subtitle:Â Unlocking Potential by Understanding Needs
- Company Logo:Â CapraTek
Slide 2: Introduction
- Generational Shifts: Today's workplace is diverse, with four distinct generations: Baby Boomers, Gen X, Millennials, and Gen Z. Each has unique expectations for work and growth.
- CapraTek's Challenge: Employee retention, low boomer engagement, and limited data on Gen X and Z raise concerns about overall engagement.
Full Answer Section
Slide 3: Current Engagement Landscape
- Baby Boomers:Â Concerns about lack of advancement opportunities and relevance in the changing workplace.
- Gen X: Feeling overlooked and undervalued, with limited clarity on career progression.
- Millennials: High turnover due to unmet expectations for growth, purpose, and flexible work arrangements.
- Gen Z:Â Entering the workforce with different communication styles and tech-savvy preferences.
Slide 4: Employee Perspectives
- Boomers: Desire recognition for experience, mentoring opportunities, and flexible work options.
- Gen X: Want work-life balance, skill development, and a clear path for advancement.
- Millennials: Crave meaningful work, feedback, and opportunities to shape the company's future.
- Gen Z: Seek purpose-driven work, open communication, and technology-enabled workflows.
Slide 5: Manager Perspectives
- Intergenerational communication challenges:Â Difficulty engaging and motivating diverse teams.
- Limited understanding of generational needs:Â Struggling to provide meaningful feedback and growth opportunities.
- Unclear on engagement strategies:Â Need data-driven insights to tailor approaches to different generations.
Slide 6: Goals of the Engagement Study
- Measure employee engagement across all generations.
- Identify key drivers and detractors of engagement for each generation.
- Understand specific needs and expectations of each generation.
- Develop targeted engagement strategies to drive retention and performance.
Slide 7: Research Tool Selection
- Multi-method approach: Combine surveys, focus groups, and pulse checks to capture diverse perspectives.
- Generation-specific surveys:Â Tailor question sets to resonate with each generation's communication styles and preferences.
- Confidentiality and anonymity:Â Ensure all employees feel comfortable providing honest feedback.
- Technology-enabled solutions:Â Consider online surveys and mobile platforms for increased accessibility and engagement.
Slide 8: Implementation Plan and Timeline
- Phase 1: Pilot Study (Q1):Â Test surveys and engagement methods with a smaller group.
- Phase 2: Full-Scale Study (Q2):Â Gather data from all employees across all locations and generations.
- Phase 3: Data Analysis and Action Planning (Q3): Analyze results, identify trends, and develop targeted engagement strategies.
- Phase 4: Implementation and Evaluation (Q4):Â Implement strategies and track progress toward engagement goals.
Slide 9: Budget and Resources
- Estimated budget: $XX,XXX including survey software, external consultant fees, and internal staff time.
- Resource allocation: Dedicated HR team members, communication support, and involvement from managers across generations.
Slide 10: Benefits and ROI
- Improved employee engagement: Increased retention, productivity, and morale.
- Reduced turnover:Â Cost savings from decreased hiring and training needs.
- Enhanced employer brand:Â Attract and retain top talent across generations.
- Data-driven decision making:Â Tailor engagement strategies for maximum impact.
Slide 11: Next Steps
- Secure leadership team approval for the proposed engagement study.
- Finalize research tools and implementation plan.
- Communicate the study to all employees and ensure participation.
- Analyze data and develop targeted engagement strategies.
Slide 12: Q&A
- Open up the floor for questions and discussion from the leadership team.
Presentation Notes:
- Speak clearly and concisely, emphasizing key points and data.
- Use visuals effectively to enhance understanding and engagement.
- Address the leadership team's concerns and priorities directly.
- Be prepared to answer questions about methodology, cost, and expected outcomes.
- Emphasize the potential benefits of the engagement study for CapraTek's future success.
This presentation framework provides a comprehensive outline for addressing CapraTek's engagement challenges. Remember to customize the content with specific data from the case study and tailor your delivery to resonate with the leadership team. By demonstrating a deep understanding of generational differences and the potential of a multi