Presentation To Leadership

 

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?
Analyze the common process in the field for selecting appropriate engagement survey questions and/or selecting the right survey tool.
Estimate the approximate budget, time, and resources needed to implement an engagement research strategy for CapraTek.
360 employees at CapraTek, three divisions, two work sites.
Describe the overview of the implementation plan for engagement research at CapraTek.
An effective PowerPoint presentation for this purpose typically includes:

 

Sample Solution

CapraTek: Rekindling Employee Engagement – Presentation Deck

Slide 1: Title Slide

  • Title: Bridging the Generations: An Employee Engagement Study for CapraTek
  • Subtitle: Unlocking Potential, Enhancing Retention, Driving Success
  • Presenter: [Your Name], HR Professional

Slide 2: Introduction

  • Briefly introduce yourself and your role.
  • Highlight the importance of employee engagement in boosting performance, retention, and overall organizational success.
  • Acknowledge the lack of formal engagement data at CapraTek.

Slide 3: Generational Landscape at CapraTek

  • Present a breakdown of the workforce by generation (Baby Boomers, Gen X, Millennials, Gen Z).
  • Briefly characterize each generation’s work styles, preferences, and expectations.
  • Use observations and course learnings to illustrate specific issues facing each generation at CapraTek (e.g., millennial retention concerns, boomer advancement apathy).

Slide 4: Current Engagement Concerns

  • Highlight employee observations:
    • Millennial retention issues across departments.
    • Boomer lack of participation in advancement opportunities.
    • Unclear understanding of Gen X employee engagement.
    • Uncertainty about Gen Z’s needs and preferences.
    • Potential connection between workspace configuration and engagement.
  • Present leadership’s perspective:
    • Absence of perceived engagement issues.
    • Hiring quality concerns impacting retention.

Slide 5: Goals of the Engagement Study

  • Identify key focus areas:
    • Understanding generational expectations and motivations.
    • Assessing satisfaction with career development, leadership, and workplace environment.
    • Pinpointing factors contributing to retention challenges and advancement apathy.
    • Determining preferred communication and engagement channels across generations.
  • Emphasize the data-driven approach to inform effective solutions.

Slide 6: Data Collection and Utilization

  • Explain the purpose of collecting engagement data.
  • Outline how the data will be used to:
    • Develop targeted initiatives to address specific generational needs.
    • Improve communication and leadership styles across generations.
    • Optimize the physical workspace to foster productivity and well-being.
    • Track progress and measure the impact of implemented initiatives.

Slide 7: Selecting the Right Engagement Survey Tool

  • Discuss the importance of tailoring the survey to different generations.
  • Explain the common process for:
    • Identifying core engagement themes based on research and observations.
    • Selecting survey questions that are valid, reliable, and generationally appropriate.
    • Considering different survey formats (online, paper, mobile) to cater to preferences.
  • Introduce potential survey tools and providers, highlighting their strengths and suitability for CapraTek’s diverse workforce.

Slide 8: Budget and Timeline Estimation

  • Provide an estimated budget for:
    • Survey tool cost or development fees (if a custom survey is chosen).
    • Data analysis and report generation.
    • Communication and awareness campaigns.
    • Potential implementation of identified solutions.
  • Present a realistic timeline for:
    • Selecting and finalizing the survey tool.
    • Data collection and analysis.
    • Report feedback and action plan development.
    • Implementation of solutions and ongoing monitoring.

Slide 9: Implementation Plan Overview

  • Outline the key phases of the engagement research project:
    • Pre-survey communication and preparation.
    • Survey deployment and data collection.
    • Data analysis and report generation.
    • Presentation of findings and recommendations to leadership.
    • Action plan development and implementation.
    • Ongoing monitoring and evaluation of progress.
  • Emphasize the importance of transparency and communication throughout the process.

Slide 10: Next Steps and Q&A

  • Summarize the key takeaways and proposed approach.
  • Invite questions and comments from the leadership team.
  • Express your commitment to conducting a comprehensive and actionable engagement study.

Slide 11 (Optional): Conclusion

  • Reiterate the importance of employee engagement for CapraTek’s success.
  • Underscore the value of this research project in creating a more engaged, productive, and inclusive workplace for all generations.
  • Express your confidence in achieving positive outcomes through data-driven insights and collaborative action.

Presentation Notes:

  • Elaborate on each bullet point with relevant examples and insights from your observations and course learnings.
  • Use visuals like charts, graphs, or even pictures to enhance engagement and understanding.
  • Be prepared to address potential concerns from the leadership team and showcase your expertise in employee engagement research.
  • Remember, this is a persuasive presentation. Frame the engagement study as an investment in CapraTek’s future, emphasizing the potential return on investment in terms of improved employee satisfaction, retention, and performance.

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