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Work With Me!
Leveraging Generational Knowledge to Accomplish Your Mission
                      Sherri Petro
                Use Twitter Hashtag #npweb


                 Special Thanks To Our Sponsors
Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it.




                           A Proud Sponsor of NonprofitWebinars.com
Today’s Speaker




                           Sherri Petro
                         President and CSO,
                            VPI Strategies




              Hosting: Sam Frank, Synthesis Partnership
    Assisting with chat questions: April Hunt, Nonprofit Webinars
A better way of seeing things




Work With Me! Leveraging Generational
Knowledge to Accomplish Your Mission

         With Sherri Petro
                                           March 2011
The Objectives

♦ Define the generational mix
♦ Discuss and why we think the way we do and the
  consequences of four generations in the workplace
♦ Share best practices to decrease generational
  misunderstandings
♦ Share verbiage we can use to insure the people
  around us hear and understand our message



                    5
The Generation Mix In 2011

♦ Traditionalists       ♦ Generation X
  – Born 1925-45          – Born 1965-80
  – 66-86 years           – 31-46 years

♦ Baby Boomers          ♦ Generation Y
  – Born 1946-64          – Born 1981-?
  – 47-65 years           – Under 31


                    6
National Working Landscape 2006

            6.5%
   22.5%


                         Traditionalists

                         Baby Boomers

                   41%   Generation X

                         Generation Y


   30%




             7
Boards According to BoardSource’s
Nonprofit Governance Index 2010
                         Gen Y                           Age
                        Under 30
                          0%
                            30-39
                  65+        7%             Gen X (sort of)
Traditionalists   23%
                                    40-49
                                     20%




                    50-64
                     50%


                  Baby Boomers

                        8
Clarifying Question




             9
Affects in the Workplace

♦ Work ethic           ♦ Work priorities
♦ Time sensitivities   ♦ Company loyalty
♦ Retention            ♦ Meeting
♦ Subscription to        management
  technology           ♦ Change
♦ Entitlement          ♦ Level of respect



                  10
Generational “Fun” for Managers
♦   Delegation
♦   Communication vehicle preferences
♦   Conflict resolution styles
♦   Career development discussions
♦   Handling performance appraisals
♦   Rewards and recognition
♦   Learning styles

                  11
The Shadow




The ED/Board generational challenge

            12
Generational Group Exercise




            13
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?


                 14
Work With Me
And The
Research Says




  16
Traditionalist Motivations
♦ Think “S”
  – Safety
  – Security
  – Stability
  – Structure



                17
Traditionalist Work Style
♦ Command and control
♦ Can be tough for them to use
  their own judgment
♦ Why customize?
♦ 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



                      18
Baby Boomer Motivations
♦Think “P”
 –Prestige
 –Power
 –Perks
 –Process

             19
Baby Boomer Work Style
♦   All about respect
♦   Self-improvement
♦   Strong work ethic
♦   Desire flexibility
♦   Optimistic and idealistic
♦   Struggle with work/life balance
♦   Into symbols of recognition as rewards

                   20
Gen X Motivations

♦ Think “F”
  – Flexibility
  – Freedom
  – Family
  – Fun, their way

              21
Generation X Work Style
♦ Job movement           ♦ Informal
♦ Money-motivated        ♦ Results-oriented
♦ Like to solve their    ♦ Quick study
  own problems           ♦ Sound byte
♦ Multi-taskers            processing
♦ Fiercely independent   ♦ Work solo and yet on
♦ Direct communicators     teams
  versus reading in      ♦ Need for external
  between the lines        recognition as reward


                  22
Gen Y Motivations

♦ Think “C”
  – Cause
  – Community
  – Creativity
  – Connection


              23
Generation Y Work Style
♦ Digital natives         ♦ Multi-taskers
♦ Work on their own       ♦ Desire mutual respect
  terms                   ♦ Ready for
                            collaboration
♦ Think globally
                          ♦ Want to make a
♦ Have positive             difference
  expectations
                          ♦ Celebrate diversity
♦ Want customization      ♦ Acknowledgement for
♦ Desire interactivity      being here
♦ Express to express --   ♦ Looking for an
  not impress               experience
                  24
Start with Similarities*
♦ We receive great reward
   – For the work we do
   – From the people we work with
   – And the belief that we are contributing to
     society and our current jobs
♦ We receive great satisfaction from our
  accomplishments at work

• CCL Emerging Leaders Research by Ross DePinto, 2003


                     25
Generational Similarities
♦ We have
  – A desire to learn
  – A desire to be acknowledged
  – A desire to be rewarded
♦ We want
  – To be trusted, valued and respected
  – To succeed



                  26
Solutions: Mind Set
♦ Expand your mental model. Value and leverage
  those that think and act differently than you and
  have diverse experiences.
♦ Recognize there may be conflicts due to
  differences in generational motivation
   –   Traditionalists - legacy
   –   BB – process
   –   Gen X – results
   –   Gen Y – experience


                         27
Solutions: Actions

♦ Make a commitment to age diversity
♦ Concentrate on similarities as a start
♦ Employ a student and teacher mindset
♦ Match generational motivation to your messaging,
  use the language each generation resonates with
♦ Create multi-generational teams
♦ Enlarge ideas instead of taking sides
♦ Do NOT diminish an opinion based on age

                   28
Solutions: Actions
♦ Conduct a temperature check survey on being valued,
  trusted and respected
♦ Have informal & scheduled times to brainstorm,
  update and coach
♦ Create healthy conflict resolution guidelines
♦ Honor energy, intuition and instincts
♦ Agree that getting to the objective is the most
  important and not necessarily HOW – unless unethical


                     29
Hmmm…




        30
Boards According to BoardSource’s
Nonprofit Governance Index 2010
                         Gen Y                            Age
                        Under 30
                          0%
                             30-39
                  65+         7%             Gen X (sort of)
Traditionalists   23%
                                     40-49
                                      20%




                    50-64
                     50%


                  Baby Boomers

                        31
Why You Might Want Multiple
  Generations on Your Board
♦ Energy - They can assist you in becoming the “anti-
  bored board”
♦ New perspective and ideas - Questioning the value of
  the old way of doing things
♦ You create the opportunity for more voices to be heard
  and develop a lively dialogue
♦ They can teach you how to value and be more efficient
  with technology like BoardEffect®
♦ Your board may be the only one they are on!

                      32
What We Can Expect From
Younger Board Members
♦ More movement in and out of boards by
  younger board members
♦ More questions that we need to take
  seriously
♦ More efficient meetings
♦ More evidence of good work
♦ More requests for hands-on work


                33
Thank You!


     Sherri Petro
    VPI Strategies
sherri@vpistrategies.com
 www.vpistrategies.com
      858-583-3097



        34
Find the listings for our current season of webinars
                     and register at

            NonprofitWebinars.com

                     Chris Dumas
              Chris@NonprofitWebinars.com
                     707-812-1234



             Special Thanks To Our Sponsors

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Work With Me

  • 1. Work With Me! Leveraging Generational Knowledge to Accomplish Your Mission Sherri Petro Use Twitter Hashtag #npweb Special Thanks To Our Sponsors
  • 2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of NonprofitWebinars.com
  • 3. Today’s Speaker Sherri Petro President and CSO, VPI Strategies Hosting: Sam Frank, Synthesis Partnership Assisting with chat questions: April Hunt, Nonprofit Webinars
  • 4. A better way of seeing things Work With Me! Leveraging Generational Knowledge to Accomplish Your Mission With Sherri Petro March 2011
  • 5. The Objectives ♦ Define the generational mix ♦ Discuss and why we think the way we do and the consequences of four generations in the workplace ♦ Share best practices to decrease generational misunderstandings ♦ Share verbiage we can use to insure the people around us hear and understand our message 5
  • 6. The Generation Mix In 2011 ♦ Traditionalists ♦ Generation X – Born 1925-45 – Born 1965-80 – 66-86 years – 31-46 years ♦ Baby Boomers ♦ Generation Y – Born 1946-64 – Born 1981-? – 47-65 years – Under 31 6
  • 7. National Working Landscape 2006 6.5% 22.5% Traditionalists Baby Boomers 41% Generation X Generation Y 30% 7
  • 8. Boards According to BoardSource’s Nonprofit Governance Index 2010 Gen Y Age Under 30 0% 30-39 65+ 7% Gen X (sort of) Traditionalists 23% 40-49 20% 50-64 50% Baby Boomers 8
  • 10. Affects in the Workplace ♦ Work ethic ♦ Work priorities ♦ Time sensitivities ♦ Company loyalty ♦ Retention ♦ Meeting ♦ Subscription to management technology ♦ Change ♦ Entitlement ♦ Level of respect 10
  • 11. Generational “Fun” for Managers ♦ Delegation ♦ Communication vehicle preferences ♦ Conflict resolution styles ♦ Career development discussions ♦ Handling performance appraisals ♦ Rewards and recognition ♦ Learning styles 11
  • 12. The Shadow The ED/Board generational challenge 12
  • 14. 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? 14
  • 17. Traditionalist Motivations ♦ Think “S” – Safety – Security – Stability – Structure 17
  • 18. Traditionalist Work Style ♦ Command and control ♦ Can be tough for them to use their own judgment ♦ Why customize? ♦ 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 18
  • 19. Baby Boomer Motivations ♦Think “P” –Prestige –Power –Perks –Process 19
  • 20. Baby Boomer Work Style ♦ All about respect ♦ Self-improvement ♦ Strong work ethic ♦ Desire flexibility ♦ Optimistic and idealistic ♦ Struggle with work/life balance ♦ Into symbols of recognition as rewards 20
  • 21. Gen X Motivations ♦ Think “F” – Flexibility – Freedom – Family – Fun, their way 21
  • 22. Generation X Work Style ♦ Job movement ♦ Informal ♦ Money-motivated ♦ Results-oriented ♦ Like to solve their ♦ Quick study own problems ♦ Sound byte ♦ Multi-taskers processing ♦ Fiercely independent ♦ Work solo and yet on ♦ Direct communicators teams versus reading in ♦ Need for external between the lines recognition as reward 22
  • 23. Gen Y Motivations ♦ Think “C” – Cause – Community – Creativity – Connection 23
  • 24. Generation Y Work Style ♦ Digital natives ♦ Multi-taskers ♦ Work on their own ♦ Desire mutual respect terms ♦ Ready for collaboration ♦ Think globally ♦ Want to make a ♦ Have positive difference expectations ♦ Celebrate diversity ♦ Want customization ♦ Acknowledgement for ♦ Desire interactivity being here ♦ Express to express -- ♦ Looking for an not impress experience 24
  • 25. Start with Similarities* ♦ We receive great reward – For the work we do – From the people we work with – And the belief that we are contributing to society and our current jobs ♦ We receive great satisfaction from our accomplishments at work • CCL Emerging Leaders Research by Ross DePinto, 2003 25
  • 26. Generational Similarities ♦ We have – A desire to learn – A desire to be acknowledged – A desire to be rewarded ♦ We want – To be trusted, valued and respected – To succeed 26
  • 27. Solutions: Mind Set ♦ Expand your mental model. Value and leverage those that think and act differently than you and have diverse experiences. ♦ Recognize there may be conflicts due to differences in generational motivation – Traditionalists - legacy – BB – process – Gen X – results – Gen Y – experience 27
  • 28. Solutions: Actions ♦ Make a commitment to age diversity ♦ Concentrate on similarities as a start ♦ Employ a student and teacher mindset ♦ Match generational motivation to your messaging, use the language each generation resonates with ♦ Create multi-generational teams ♦ Enlarge ideas instead of taking sides ♦ Do NOT diminish an opinion based on age 28
  • 29. Solutions: Actions ♦ Conduct a temperature check survey on being valued, trusted and respected ♦ Have informal & scheduled times to brainstorm, update and coach ♦ Create healthy conflict resolution guidelines ♦ Honor energy, intuition and instincts ♦ Agree that getting to the objective is the most important and not necessarily HOW – unless unethical 29
  • 30. Hmmm… 30
  • 31. Boards According to BoardSource’s Nonprofit Governance Index 2010 Gen Y Age Under 30 0% 30-39 65+ 7% Gen X (sort of) Traditionalists 23% 40-49 20% 50-64 50% Baby Boomers 31
  • 32. Why You Might Want Multiple Generations on Your Board ♦ Energy - They can assist you in becoming the “anti- bored board” ♦ New perspective and ideas - Questioning the value of the old way of doing things ♦ You create the opportunity for more voices to be heard and develop a lively dialogue ♦ They can teach you how to value and be more efficient with technology like BoardEffect® ♦ Your board may be the only one they are on! 32
  • 33. What We Can Expect From Younger Board Members ♦ More movement in and out of boards by younger board members ♦ More questions that we need to take seriously ♦ More efficient meetings ♦ More evidence of good work ♦ More requests for hands-on work 33
  • 34. Thank You! Sherri Petro VPI Strategies sherri@vpistrategies.com www.vpistrategies.com 858-583-3097 34
  • 35. Find the listings for our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors