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Michelle Pokorny
                  Solution VP – Employee Engagement
                            and Recognition




                   HR.com webcast, October 30, 2012


“I Can’t Get No… Satisfaction!”


                             Proprietary and Confidential © 2012 Maritz
Employee Insight Study of Over 1000 U.S. Employees Conducted by Maritz (October 2011)


                                                                           Proprietary and Confidential © 2012 Maritz   1
How Are   Doing?



Quick Poll…




               Proprietary and Confidential © 2012 Maritz   2
Impact of Meaningful Reward and Recognition
Of those who do feel                                                     Of those who do not
    meaningfully                Engagement Indicators                     feel meaningfully
     rewarded &                                                              rewarded &
     recognized                                                               recognized
      82%                     would strongly endorse my                                  27%
                                company to friends and
                             family as a great place to work
      82%                       feel their workplace is a                                30%
                                  great place to work.
      86%                    would stay with their current                               44%
                            company if given the chance to
                              do the same work at the
                              same pay for a different
                                      company.
      86%                           feel motivated to go                               40%
                                   beyond my formal job
                                 responsibilities to get the
                                             job done.
         Employee Insight Study of Over 1000 U.S. Employees Conducted by Maritz (October 2011)


                                                                             Proprietary and Confidential © 2012 Maritz   3
When Consistently and Meaningfully Recognized,
2012 Maritz Engagement Poll
                            Top Line Engagement Doubles
                                                        Proprietary and Confidential © 2012 Maritz   4
1 2012 SHRM
2 2011 BlessingWhite Employee Engagement Report
3 2011 Aberdeen Group, “The Engagement/Performance Equation”
                                                               Proprietary and Confidential © 2012 Maritz   5
What‟s the Impact of

        Programs?




                       Proprietary and Confidential © 2011 Maritz   6
Current Impact                              Potential Opportunity




450
The Number of Employees who
                                                1,000
                                                 The Number of Employees who
feel meaningfully rewarded and                   feel meaningfully rewarded and
recognized.                                      recognized.




    $225K Benefit                                     $ 500K Benefit
    $250K Cost                                        $ 250K Cost
    $-25K Net Impact                                  $ 250K Net Benefit
                    (Benefit – Cost)                                        (Benefit – Cost)
                                 $275K Missed Potential
                                                                Proprietary and Confidential © 2012 Maritz   7
Current Impact                               Potential Opportunity




4,500
The Number of Employees who
                                                 10,000
                                                  The Number of Employees who
feel meaningfully rewarded and                    feel meaningfully rewarded and
recognized.                                       recognized.




    $2.25M       Benefit                               $5.0M      Benefit
    $2.5M        Cost                                  $2.5M      Cost
    $-250K       Net Impact                            $2.5M      Net Benefit
                                                                            (Benefit – Cost)
                    (Benefit – Cost)

                                       $2.75M Missed
                                                                Proprietary and Confidential © 2012 Maritz   8
                                          Potential
How Do We Know
                 to People?




                              9
Deeper Insights into Human
Motivation and Forces at Play
                           Proprietary and Confidential © 2012 Maritz    10
                        Proprietary and Confidential © 2012 Maritz      10
A bridge between the latest
human science research and the new normal
      of today’s business environment.




                               Proprietary and Confidential © 2012 Maritz
                               Proprietary and Confidential © 2011 Maritz   11
People Principles
 People are
 rational and
 emotional.
 People are
 individual and
 social.
 People are driven by
 multiple
 motivators.




         Proprietary and Confidential © 2012 Maritz   12
People Are Driven By Multiple Motivators
                         acquire                                            bond

  Drive to acquire                                                                                                Drive to engage,
   stuff, status,                                                                                                cooperate, “fit in”
rewards, resources                                                                                               to the community



                                                  choice

  Drive to defend
   „what‟s ours‟:                                                                                               Drive to “create”
status, stuff, ideas,                                                                                           better self, team,
  relationships…                                                                                               organization, world


                          defend                                          create
                        Based on the work of Paul Lawrence and Nitin Nohria at Harvard Business School
                                        ©2012 The Maritz Institute. All rights reserved.

                                                                                                         Proprietary and Confidential © 2012 Maritz   13
The




      Proprietary and Confidential © 2012 Maritz   14
Forces at Play

•   Age of participation
    and collaboration




                           Proprietary and Confidential © 2012 Maritz   15
Forces at Play

•   Age of
    globalization




                    Proprietary and Confidential © 2012 Maritz   16
Forces at Play

•   Age of
    creative
    society and
    human spirit




                   Proprietary and Confidential © 2012 Maritz   17
Thrill-seeking       Community            Freedom
               Novelty     Meaning       Passion
EXPRESSION        Collaboration     Authenticity
           Experimentation     Self-expression
                Challenge  Competition Materialism
 SUCCESS           Ambition Achievement Prestige
                   Action Independence Recognition

                          Thrift Authority Acceptance
 SECURITY                  Heroism    Tradition
                               Protection            Conformity




                                            Proprietary and Confidential © 2012 Maritz   18
EXPRESSION




             Proprietary and Confidential © 2012 Maritz   19
Do you Sense This Shift and These
  Forces

Quick Poll…




                         Proprietary and Confidential © 2012 Maritz   20
Employees are People First


                        Proprietary and Confidential © 2012 Maritz   21
New Science, New Shift, New Approach




                           Proprietary and Confidential © 2012 Maritz
Programs as
                        Places of Engagement

            customer


             Express

             Success

             Security


            Purpose
  Express   & Values    Express

 Success                Success

 Security               Security



employee                channel



                                      Proprietary and Confidential © 2012 Maritz   23
                                   Proprietary and Confidential © 2012 Maritz
Deeper Participant Understanding

                     Intentions
                      What do I                 Behaviors
                     plan to do?
                                              What did I do?


    Attitudes
      How do I feel?
   How do I feel?


                                                               Impact
 Awareness                                            What was the
                                                    benefit to me and
                                                        others?
What am I aware or
knowledgeable of?                  VALUES &
                                    GOALS



                                                           Proprietary and Confidential © 2012 Maritz   24
What are
Values are beliefs tied inextricably to emotion,
not objective, cold ideas. They are…

   –   a motivational construct
   –   abstract goals
   –   standards or criteria
   –   ordered by importance              Schwartz, S. H. (2005). Basic human values: An overview.
                                                               Retrieved from
                                           http://151.97.110.134/Allegati/convegno%207-8-10-
                                                            05/Schwartzpaper.pdf




                                                         Proprietary and Confidential © 2012 Maritz   25
Employee Values Study

 •    Insight Study of Over 1000 U.S. Employees conducted by Maritz in late 2011
 •    Objective: understand employee values, attitudes, intentions, and reward
      and recognition preferences and how these impact program effectiveness and
      engagement. Study captured:

        – Employee’s personal values 1
        – Employee’s work-related goals
        – Perceived company goals and values
        – Reward and recognition preferences
        – Motivation of program/elements
        – Satisfaction with company environment
          (support, communication, alignment)
        – Engagement

1- Based on Schwartz Values Inventory and Model of Motivational Values profiles– proprietary segmentation


                                                                                                        Proprietary and Confidential © 2012 Maritz   26
timing
theme




              message




                                                                                        method




                                                                                                                                 reward
                                                                      rules
            What‟s important to me as a person

           What‟s motivating to me in a program

        What I think of the company and environment

           My past program experience with you

                        If it “gets through” my filters, my reaction to the stimulus:

                                          I notice it
                                 I form an attitude about it
                                     I intend to act on it
                                           I act on it


           It positively influences my engagement                                                                                         27
                                                   (as an employee)                 Proprietary and Confidential © 2012 Maritz
Proprietary and Confidential ©© 202 Maritz
  Proprietary and Confidential 2012 Maritz   28
Primary Value Segments for U.S. Employees




The Drivers 24%                                                     The Stabilizers 33%
Onward and Upward                                                   Stay the Course
Achievement and Power                                               Tradition, Security and Conformity




The Altruists 17%                                                   The Pioneers 26%
Make a Difference                                                   What’s Next?
Universalism & Benevolence                                          Self-Direction and Stimulation
        N=1007 responding to a Motivation Study of Over 1,000 U.S. Employees, Conducted by Maritz (October 2011)
                                                                                              Proprietary and Confidential © 2012 Maritz   29
Pioneer Preferences

                                                       Social
                                                       • I like to be connected with other “thinkers”,
                                                         “innovators” and “challengers”
                                                       • I am interested in opportunities to contribute and
                                                         connect with new people and places to meet
                                                         informally
                                                       • Sharing stories, best practices, and opportunities to
                                                         collaborate with others on ideas appeals so me

                                                        Learn/Create
I am self-directed and enjoy freedom,                   • I enjoy learning in a broad range of areas not
flexibility, taking risks, variety and choice             limited to my job
                                                        • I seek opportunities to learn as a source of
I would like an opportunity to create my own              stimulation
program. If I am given a goal, I want total flexibility • I like to create new ideas, ways of doing something
in how to achieve it                                      and enjoy art, writing and self-expression

Communications                                         Rewards
• Ask me, include me, don’t tell me. Show me you       • Give me plenty of reward choices
  value my input                                       • I find opportunities to contribute ideas on special
• I like messages that convey partnership and            projects, strategic planning and service projects
  are positive, pragmatic, authentic,                    rewarding
  individualized & energetic                           • Learning opportunities are also viewed as
                                                         rewards

                                                                                Proprietary and Confidential © 2012 Maritz   30
Stabilizer Preferences
                                                         Social
                                                         • I am interested in opportunities to contribute and
                                                           connect as a team
                                                         • Being able to congratulate/recognize others also
                                                           appeals so me
                                                         • I can’t wait for Us to succeed and then
                                                           recognize Me as a contributor to Our
                                                           success
I appreciate programs that allow me to contribute to     Learn/Create
success that are clear and balance risk and              • I seek opportunities to participate in events--
reward.                                                    creating traditions and stories
I would like team recognition to keep good               • I like the opportunity to provide input & contribute
relationships vs. competition.                             but may not lead
If I am given a goal or objective, I want the rules to
be clear                                                 Rewards
                                                         • I find experiences that can be shared with my
Communications                                             family very rewarding
• My confidence is higher when a business                • Increased learning opportunities are also viewed as
  strategy is in place and communicated                    rewards
• I want frequent communication and                      • I like special non-expected perks like baseball
   feedback                                                tickets or hockey tickets
• I like communication in all forms and would rather
  be over communicated vs. under

                                                                                  Proprietary and Confidential © 2012 Maritz   31
Altruist Preferences
                                               • I am interested in opportunities to meet face-to-
                                                 face with smaller groups
                                               • I prefer social and community
                                                 environments where collaboration and
                                                 contributions are respected
                                               • I like to be connected to curious & intellectual
                                                 individuals with common goals & passions

                                               Learn/Create
                                               • I enjoy learning in social/community
                                                 environments
I am rewarded by personal acknowledgement,     • I want to choose opportunities to learn and not
personal time and the ability to ”pay it         be assigned
forward”. I like the opportunity for unique    • I like interesting projects that are innovative and
learning and cultural experiences                meaningful
I would like an opportunity to create my own
program                                        Rewards
                                               • I appreciate the ability to choose on service and
Communications                                   recognition awards
• Be transparent, share the facts & admit      • I enjoy time off with my family as a
  mistakes                                       reward
• I like face-to-face messages that are
  sincere and authentic


                                                                       Proprietary and Confidential © 2012 Maritz   32
Social
Driver Preferences

                                                       Social
                                                       • I like to be connected with “like minded” and
                                                         action-oriented” people
                                                       • I enjoy the opportunity to share and discuss but
                                                         also be in charge
                                                       • Competitive teams appeal to me

                                                       Learn/Create
                                                       • I am success-minded and motivated by competition
                                                         and being challenged
I am success-minded and motivated by                   • I enjoy sharing knowledge/stories
competition and being challenged                       • I seek relevant knowledge to make me
                                                         smarter and more successful
I am rewarded by receiving high-profile                • I like to create and learn in smaller groups
projects, public recognition and status
                                                     Rewards
I want to choose my own goal and challenge structure • Give me my choice of reward
                                                     • I find opportunities to contribute ideas on special
Communications                                         projects, strategic planning and service projects
• I appreciate frequent feedback on how I am doing     rewarding
• Tell me how I can be more successful               • High profile projects are also viewed as
• Challenge vs. tell me                                rewards
• I like fact-based specific messages                • I would not appreciate sweepstakes


                                                                               Proprietary and Confidential © 2012 Maritz   33
 More often Manager and                             More often non-
                      C-Suite                                             management
                     Most often 25-34; less                             More often have
 Drivers              often over 55 yrs.
                     More often consider their   Stabilizers
                                                                          „predictable jobs‟

                      jobs as „part of their
                      identity‟




       No statistically relevant difference by gender, industry or income
                                                                    Less often employed
                      More often remote                             full time
                       workers                                      More often non-
                      More often full time                          management
 Pioneers             More often
                       single/never married
                                                   Altruists        More likely to agree
                                                                     my job is „just
                                                                     something I do‟




Altruists (70.9%) and Stabilizers (74.4%) are more likely to be over 45 years old


                                                           Proprietary and Confidential © 2011 Maritz
Key Study Insights

• Driver employees more often
  completely satisfied with the
  company‟s efforts to reward and
  recognize.
       • Drivers – 46% agree
       • Altruists – 32% agree
       • Stabilizers – 32% agree         The Drivers 24%
                                         Onward and Upward
       • Pioneers – 31% agree
                                         Achievement and Power

• Drivers more often agree reward and
  recognition is a major component
  of their culture

• Need for programs and experiences to
  be more appealing to the rest…

                                                        Proprietary and Confidential © 2012 Maritz   35
Key Study Insights

• Respondents most often identified    US Company Values Segment
  organizational value to be Driver.

• Organizational value impacts
  employee engagement

   – Highest engagement with
     Pioneer or Altruist companies…
     even when employee holds
     different personal value.




                                                Proprietary and Confidential © 2012 Maritz   36
Key Study Insights

• Employee value and company value were shared only 28% of
  the time.
   – When values are shared, higher engagement is indicated
     on most (15 of 23) individual engagement items.
   – More often shared by employees under age of 35
                     Of those with matching values
                                                                          MATCH      ADJACENT           OPPOSITE
                    to their companies, more are in
                         the under 35 age group
  34%



        32%



              26%




                    25%



                            23%



                                    25%




                                                      26%



                                                             26%



                                                                    20%




                                                                                           16%



                                                                                                       19%



                                                                                                                   29%
        <35                35-44                            45-54                                     55+



                                                                              Proprietary and Confidential © 2012 Maritz   37
Key Study Insights

•   All engagement measures and overall
    engagement index are higher when
    employees are meaningfully rewarded and
    recognized.

•   Employees who rank symbolic status
    rewards and charitable donations in their
    name appealing as part of a top performer
    reward and recognition program more often
    agree they are rewarded and recognized for
    their work performance in ways that are
    meaningful to them.

•   Leadership messaging on program
    importance and satisfaction with manager
    efforts around reward and recognition is
    correlated with higher engagement.


                                                 Proprietary and Confidential © 2012 Maritz   38
Engagement outcomes increase as leadership support
           for reward and recognition increases
        Mean ratings comparison: My company’s leaders express the importance of reward and recognition.
                       1 Strongly Disagree            2 Disagree           3 Neither Agree nor Disagree            4 Agree           5 Strongly Agree
                 5




                 4




                 3




                 2




                 1
5
                        E1_13 Overall, I am       E1_14 I would be very happy   E1_15 If I could, I would               E1_16 I would strongly
                     completely satisfied with my   to spend the rest of my   invest my own money in my                endorse my company to
                                 job.              career with my company.            company.                      friends and family as a great
4                                                                                                                           place to work.



3




2




1
     E1_17 I look forward to     E1_18 If I had a chance to   E1_19 I am proud to work   E1_20 My workplace is a    E1_21 I feel motivated to go E1_22 I feel good about the
    coming to work every day.     do the same work at the        for my company.           great place to work.        beyond my formal job         ways my company
                                  same pay for a different                                                           responsibilities to get the     contributes to the
                                company, I would stay here.                                                                  job done.                   community.


                                                                                                                              Proprietary and Confidential © 2012 Maritz   39
Engagement outcomes increase as managers’ personal
          efforts to reward and recognize increase
      I am completely satisfied with my manager’s personal efforts to reward and recognize his/her employees.
                    1 Strongly Disagree                2 Disagree            3 Neither Agree nor Disagree               4 Agree               5 Strongly Agree
               5




               4




               3




               2




               1
5
                      E1_13 Overall, I am       E1_14 I would be very happy   E1_15 If I could, I would     E1_16 I would strongly
                   completely satisfied with my   to spend the rest of my   invest my own money in my      endorse my company to
                               job.              career with my company.            company.            friends and family as a great
4                                                                                                               place to work.


3




2




1
     E1_17 I look forward to     E1_18 If I had a chance to   E1_19 I am proud to work   E1_20 My workplace is a   E1_21 I feel motivated to go E1_22 I feel good about the
    coming to work every day.     do the same work at the        for my company.           great place to work.       beyond my formal job         ways my company
                                  same pay for a different                                                          responsibilities to get the     contributes to the
                                company, I would stay here.                                                                 job done.                   community.

                                                                                                                               Proprietary and Confidential © 2012 Maritz   40
Importance of Direct Manager on
               Satisfaction and Meaningful R&R
   Three of ten employees most              As satisfaction with direct manager’s efforts
prefer recognition from their direct       to reward and recognizes increases, all eight
      manager or supervisor.               engagement outcomes (say, stay and strive)
                                                        increase significantly.
                                       5

   Peers                     Direct
   21%                       mgr.      4
                             30%

                                       3


                                       2


                                       1
                                             Strongly     Disagree         Neither       Agree         Strongly
      Senior                                 Disagree                    Agree nor                      Agree
       mgt.                                                               Disagree
       49%                                     I am completely satisfied with my manager’s personal efforts to
                                                         reward and recognize his/her employees.


                                                                            Proprietary and Confidential © 2012 Maritz   41
Key Design Insights and Implications
Communications
• Can have the greatest impact in reaching and motivating
   distinct employee value segments.
    – Message framing by value segment – a program or
         reward may be compelling, but WHY may vary
    – Leadership support through communication and action
    – Alignment to company/brand values and strategy
Training
• Can improve meaningfulness and effectiveness of recognition
    given.
Rewards
• Reward choice is consistently, highly valued in all employee
   segments.
• In top performer or formal/organizational programs, symbolic
   status awards and charitable donations can be
   meaningful reward options.
• Choice of interesting/challenging projects is more
   appealing to Pioneers and least appealing to Stabilizers.
Structure
• Consider offering/including both team and individual
    incentive and recognition opportunities.

                                                                 Proprietary and Confidential © 2012 Maritz   42
Impact Examples from Study Data

•   An e-card only recognition is
    motivating 30% of your people.
     – Add option to receive award
        points and bump it up to 50%!

•   A top-performer travel programs are    Using Insight to
    motivating 30% of your people.         Better Motivate
     – Add formal recognition in front      More of Your
        of others and bump it up to            People
        54%!

•   Gift card rewards are motivating 46%
    of your people.
     – Add a „choice of interesting
         projects to work on‟ option
         and bump it to 66%!

                                                   Proprietary and Confidential © 2012 Maritz   43
Communications Company Study Results
    Situation: Client wanted to learn more about effectiveness of current programs and
    how best to motivate employee representatives to up and cross-sell
               100%


               90%
                      Communications Gap as Compared with National Study Strongly
                                                                                                Agree (5)
               80%
                                                                                                Agree (4)
               70%


               60%
                                                                            >19%
               50%
                                          >6%             >15%                          13%

               40%          >5%                   12%               7%                  44%
                                        14%                         38%      8%
               30%                8%              34%
                       6%                                  6%               30%
               20%
                                  27%    26%
                       24%                                 24%

               10%


                0%

                      CLIENT   MARKET   CLIENT   MARKET   CLIENT   MARKET   CLIENT    MARKET

Insights:
•   40% of surveyed employees not recognized in ways meaningful to them.
•   Opportunity for better management support, better communications (14% worse
    than market baseline) and perceived „opportunity to earn‟.
•   Majority (76%) fell into three primary value segments: Drivers, Altruists and Pioneers.
•   Modified program structure and communications approach based on segments.

                                                                             Proprietary and Confidential © 2012 Maritz   44
Proprietary and Confidential © 2012 Maritz   46
                                             46
Recent Article



                 “Engagement is forged
                 with different tools:
                 trust, loyalty, open
                 communication, clearly-
                 articulated goals and
                 expectations, shared
                 values and well-
                 understood reward
                 systems.”




                   Proprietary and Confidential © 2012 Maritz   47
Recent Article

                 “Meaning, then, is
                 something like a
                 responsibility — not
                 merely a need. It resides
                 and resounds, like the
                 human experience, …and
                 connects us…to the
                 human world around us.
                 It is the act of investing in
                 what we profess to care
                 about; in caring about
                 what we profess to love;
                 in not merely "expressing
                 our values," but valuing
                 that which is worthwhile
                 in lasting human terms…”




                        Proprietary and Confidential © 2012 Maritz   48
Improve Design, Engagement and Mutual Benefit
           through Deeper Insight
   Individual values and drives > behaviors & choices > program design
 elements and rewards > financial measures > overall effectiveness/return




                                                      Proprietary and Confidential © 2012 Maritz   49
Thoughts?
Questions?




             Proprietary and and Confidential2012 Maritz
                Proprietary Confidential © © 2012 Maritz   50
@michpoko

       michelle.pokorny@maritz.com
      www.maritzmotivation.com/blog

        To share info on the study,
maritzmotivation.com/employee-values-study


                                 Proprietary and Confidential © 2012 Maritz   51

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Pokorny can't get no satisfaction 30-10-2012 -final

  • 1. Michelle Pokorny Solution VP – Employee Engagement and Recognition HR.com webcast, October 30, 2012 “I Can’t Get No… Satisfaction!” Proprietary and Confidential © 2012 Maritz
  • 2. Employee Insight Study of Over 1000 U.S. Employees Conducted by Maritz (October 2011) Proprietary and Confidential © 2012 Maritz 1
  • 3. How Are Doing? Quick Poll… Proprietary and Confidential © 2012 Maritz 2
  • 4. Impact of Meaningful Reward and Recognition Of those who do feel Of those who do not meaningfully Engagement Indicators feel meaningfully rewarded & rewarded & recognized recognized 82% would strongly endorse my 27% company to friends and family as a great place to work 82% feel their workplace is a 30% great place to work. 86% would stay with their current 44% company if given the chance to do the same work at the same pay for a different company. 86% feel motivated to go 40% beyond my formal job responsibilities to get the job done. Employee Insight Study of Over 1000 U.S. Employees Conducted by Maritz (October 2011) Proprietary and Confidential © 2012 Maritz 3
  • 5. When Consistently and Meaningfully Recognized, 2012 Maritz Engagement Poll Top Line Engagement Doubles Proprietary and Confidential © 2012 Maritz 4
  • 6. 1 2012 SHRM 2 2011 BlessingWhite Employee Engagement Report 3 2011 Aberdeen Group, “The Engagement/Performance Equation” Proprietary and Confidential © 2012 Maritz 5
  • 7. What‟s the Impact of Programs? Proprietary and Confidential © 2011 Maritz 6
  • 8. Current Impact Potential Opportunity 450 The Number of Employees who 1,000 The Number of Employees who feel meaningfully rewarded and feel meaningfully rewarded and recognized. recognized. $225K Benefit $ 500K Benefit $250K Cost $ 250K Cost $-25K Net Impact $ 250K Net Benefit (Benefit – Cost) (Benefit – Cost) $275K Missed Potential Proprietary and Confidential © 2012 Maritz 7
  • 9. Current Impact Potential Opportunity 4,500 The Number of Employees who 10,000 The Number of Employees who feel meaningfully rewarded and feel meaningfully rewarded and recognized. recognized. $2.25M Benefit $5.0M Benefit $2.5M Cost $2.5M Cost $-250K Net Impact $2.5M Net Benefit (Benefit – Cost) (Benefit – Cost) $2.75M Missed Proprietary and Confidential © 2012 Maritz 8 Potential
  • 10. How Do We Know to People? 9
  • 11. Deeper Insights into Human Motivation and Forces at Play Proprietary and Confidential © 2012 Maritz 10 Proprietary and Confidential © 2012 Maritz 10
  • 12. A bridge between the latest human science research and the new normal of today’s business environment. Proprietary and Confidential © 2012 Maritz Proprietary and Confidential © 2011 Maritz 11
  • 13. People Principles People are rational and emotional. People are individual and social. People are driven by multiple motivators. Proprietary and Confidential © 2012 Maritz 12
  • 14. People Are Driven By Multiple Motivators acquire bond Drive to acquire Drive to engage, stuff, status, cooperate, “fit in” rewards, resources to the community choice Drive to defend „what‟s ours‟: Drive to “create” status, stuff, ideas, better self, team, relationships… organization, world defend create Based on the work of Paul Lawrence and Nitin Nohria at Harvard Business School ©2012 The Maritz Institute. All rights reserved. Proprietary and Confidential © 2012 Maritz 13
  • 15. The Proprietary and Confidential © 2012 Maritz 14
  • 16. Forces at Play • Age of participation and collaboration Proprietary and Confidential © 2012 Maritz 15
  • 17. Forces at Play • Age of globalization Proprietary and Confidential © 2012 Maritz 16
  • 18. Forces at Play • Age of creative society and human spirit Proprietary and Confidential © 2012 Maritz 17
  • 19. Thrill-seeking Community Freedom Novelty Meaning Passion EXPRESSION Collaboration Authenticity Experimentation Self-expression Challenge Competition Materialism SUCCESS Ambition Achievement Prestige Action Independence Recognition Thrift Authority Acceptance SECURITY Heroism Tradition Protection Conformity Proprietary and Confidential © 2012 Maritz 18
  • 20. EXPRESSION Proprietary and Confidential © 2012 Maritz 19
  • 21. Do you Sense This Shift and These Forces Quick Poll… Proprietary and Confidential © 2012 Maritz 20
  • 22. Employees are People First Proprietary and Confidential © 2012 Maritz 21
  • 23. New Science, New Shift, New Approach Proprietary and Confidential © 2012 Maritz
  • 24. Programs as Places of Engagement customer Express Success Security Purpose Express & Values Express Success Success Security Security employee channel Proprietary and Confidential © 2012 Maritz 23 Proprietary and Confidential © 2012 Maritz
  • 25. Deeper Participant Understanding Intentions What do I Behaviors plan to do? What did I do? Attitudes How do I feel? How do I feel? Impact Awareness What was the benefit to me and others? What am I aware or knowledgeable of? VALUES & GOALS Proprietary and Confidential © 2012 Maritz 24
  • 26. What are Values are beliefs tied inextricably to emotion, not objective, cold ideas. They are… – a motivational construct – abstract goals – standards or criteria – ordered by importance Schwartz, S. H. (2005). Basic human values: An overview. Retrieved from http://151.97.110.134/Allegati/convegno%207-8-10- 05/Schwartzpaper.pdf Proprietary and Confidential © 2012 Maritz 25
  • 27. Employee Values Study • Insight Study of Over 1000 U.S. Employees conducted by Maritz in late 2011 • Objective: understand employee values, attitudes, intentions, and reward and recognition preferences and how these impact program effectiveness and engagement. Study captured: – Employee’s personal values 1 – Employee’s work-related goals – Perceived company goals and values – Reward and recognition preferences – Motivation of program/elements – Satisfaction with company environment (support, communication, alignment) – Engagement 1- Based on Schwartz Values Inventory and Model of Motivational Values profiles– proprietary segmentation Proprietary and Confidential © 2012 Maritz 26
  • 28. timing theme message method reward rules What‟s important to me as a person What‟s motivating to me in a program What I think of the company and environment My past program experience with you If it “gets through” my filters, my reaction to the stimulus: I notice it I form an attitude about it I intend to act on it I act on it It positively influences my engagement 27 (as an employee) Proprietary and Confidential © 2012 Maritz
  • 29. Proprietary and Confidential ©© 202 Maritz Proprietary and Confidential 2012 Maritz 28
  • 30. Primary Value Segments for U.S. Employees The Drivers 24% The Stabilizers 33% Onward and Upward Stay the Course Achievement and Power Tradition, Security and Conformity The Altruists 17% The Pioneers 26% Make a Difference What’s Next? Universalism & Benevolence Self-Direction and Stimulation N=1007 responding to a Motivation Study of Over 1,000 U.S. Employees, Conducted by Maritz (October 2011) Proprietary and Confidential © 2012 Maritz 29
  • 31. Pioneer Preferences Social • I like to be connected with other “thinkers”, “innovators” and “challengers” • I am interested in opportunities to contribute and connect with new people and places to meet informally • Sharing stories, best practices, and opportunities to collaborate with others on ideas appeals so me Learn/Create I am self-directed and enjoy freedom, • I enjoy learning in a broad range of areas not flexibility, taking risks, variety and choice limited to my job • I seek opportunities to learn as a source of I would like an opportunity to create my own stimulation program. If I am given a goal, I want total flexibility • I like to create new ideas, ways of doing something in how to achieve it and enjoy art, writing and self-expression Communications Rewards • Ask me, include me, don’t tell me. Show me you • Give me plenty of reward choices value my input • I find opportunities to contribute ideas on special • I like messages that convey partnership and projects, strategic planning and service projects are positive, pragmatic, authentic, rewarding individualized & energetic • Learning opportunities are also viewed as rewards Proprietary and Confidential © 2012 Maritz 30
  • 32. Stabilizer Preferences Social • I am interested in opportunities to contribute and connect as a team • Being able to congratulate/recognize others also appeals so me • I can’t wait for Us to succeed and then recognize Me as a contributor to Our success I appreciate programs that allow me to contribute to Learn/Create success that are clear and balance risk and • I seek opportunities to participate in events-- reward. creating traditions and stories I would like team recognition to keep good • I like the opportunity to provide input & contribute relationships vs. competition. but may not lead If I am given a goal or objective, I want the rules to be clear Rewards • I find experiences that can be shared with my Communications family very rewarding • My confidence is higher when a business • Increased learning opportunities are also viewed as strategy is in place and communicated rewards • I want frequent communication and • I like special non-expected perks like baseball feedback tickets or hockey tickets • I like communication in all forms and would rather be over communicated vs. under Proprietary and Confidential © 2012 Maritz 31
  • 33. Altruist Preferences • I am interested in opportunities to meet face-to- face with smaller groups • I prefer social and community environments where collaboration and contributions are respected • I like to be connected to curious & intellectual individuals with common goals & passions Learn/Create • I enjoy learning in social/community environments I am rewarded by personal acknowledgement, • I want to choose opportunities to learn and not personal time and the ability to ”pay it be assigned forward”. I like the opportunity for unique • I like interesting projects that are innovative and learning and cultural experiences meaningful I would like an opportunity to create my own program Rewards • I appreciate the ability to choose on service and Communications recognition awards • Be transparent, share the facts & admit • I enjoy time off with my family as a mistakes reward • I like face-to-face messages that are sincere and authentic Proprietary and Confidential © 2012 Maritz 32 Social
  • 34. Driver Preferences Social • I like to be connected with “like minded” and action-oriented” people • I enjoy the opportunity to share and discuss but also be in charge • Competitive teams appeal to me Learn/Create • I am success-minded and motivated by competition and being challenged I am success-minded and motivated by • I enjoy sharing knowledge/stories competition and being challenged • I seek relevant knowledge to make me smarter and more successful I am rewarded by receiving high-profile • I like to create and learn in smaller groups projects, public recognition and status Rewards I want to choose my own goal and challenge structure • Give me my choice of reward • I find opportunities to contribute ideas on special Communications projects, strategic planning and service projects • I appreciate frequent feedback on how I am doing rewarding • Tell me how I can be more successful • High profile projects are also viewed as • Challenge vs. tell me rewards • I like fact-based specific messages • I would not appreciate sweepstakes Proprietary and Confidential © 2012 Maritz 33
  • 35.  More often Manager and  More often non- C-Suite management  Most often 25-34; less  More often have Drivers often over 55 yrs.  More often consider their Stabilizers „predictable jobs‟ jobs as „part of their identity‟ No statistically relevant difference by gender, industry or income  Less often employed  More often remote full time workers  More often non-  More often full time management Pioneers  More often single/never married Altruists  More likely to agree my job is „just something I do‟ Altruists (70.9%) and Stabilizers (74.4%) are more likely to be over 45 years old Proprietary and Confidential © 2011 Maritz
  • 36. Key Study Insights • Driver employees more often completely satisfied with the company‟s efforts to reward and recognize. • Drivers – 46% agree • Altruists – 32% agree • Stabilizers – 32% agree The Drivers 24% Onward and Upward • Pioneers – 31% agree Achievement and Power • Drivers more often agree reward and recognition is a major component of their culture • Need for programs and experiences to be more appealing to the rest… Proprietary and Confidential © 2012 Maritz 35
  • 37. Key Study Insights • Respondents most often identified US Company Values Segment organizational value to be Driver. • Organizational value impacts employee engagement – Highest engagement with Pioneer or Altruist companies… even when employee holds different personal value. Proprietary and Confidential © 2012 Maritz 36
  • 38. Key Study Insights • Employee value and company value were shared only 28% of the time. – When values are shared, higher engagement is indicated on most (15 of 23) individual engagement items. – More often shared by employees under age of 35 Of those with matching values MATCH ADJACENT OPPOSITE to their companies, more are in the under 35 age group 34% 32% 26% 25% 23% 25% 26% 26% 20% 16% 19% 29% <35 35-44 45-54 55+ Proprietary and Confidential © 2012 Maritz 37
  • 39. Key Study Insights • All engagement measures and overall engagement index are higher when employees are meaningfully rewarded and recognized. • Employees who rank symbolic status rewards and charitable donations in their name appealing as part of a top performer reward and recognition program more often agree they are rewarded and recognized for their work performance in ways that are meaningful to them. • Leadership messaging on program importance and satisfaction with manager efforts around reward and recognition is correlated with higher engagement. Proprietary and Confidential © 2012 Maritz 38
  • 40. Engagement outcomes increase as leadership support for reward and recognition increases Mean ratings comparison: My company’s leaders express the importance of reward and recognition. 1 Strongly Disagree 2 Disagree 3 Neither Agree nor Disagree 4 Agree 5 Strongly Agree 5 4 3 2 1 5 E1_13 Overall, I am E1_14 I would be very happy E1_15 If I could, I would E1_16 I would strongly completely satisfied with my to spend the rest of my invest my own money in my endorse my company to job. career with my company. company. friends and family as a great 4 place to work. 3 2 1 E1_17 I look forward to E1_18 If I had a chance to E1_19 I am proud to work E1_20 My workplace is a E1_21 I feel motivated to go E1_22 I feel good about the coming to work every day. do the same work at the for my company. great place to work. beyond my formal job ways my company same pay for a different responsibilities to get the contributes to the company, I would stay here. job done. community. Proprietary and Confidential © 2012 Maritz 39
  • 41. Engagement outcomes increase as managers’ personal efforts to reward and recognize increase I am completely satisfied with my manager’s personal efforts to reward and recognize his/her employees. 1 Strongly Disagree 2 Disagree 3 Neither Agree nor Disagree 4 Agree 5 Strongly Agree 5 4 3 2 1 5 E1_13 Overall, I am E1_14 I would be very happy E1_15 If I could, I would E1_16 I would strongly completely satisfied with my to spend the rest of my invest my own money in my endorse my company to job. career with my company. company. friends and family as a great 4 place to work. 3 2 1 E1_17 I look forward to E1_18 If I had a chance to E1_19 I am proud to work E1_20 My workplace is a E1_21 I feel motivated to go E1_22 I feel good about the coming to work every day. do the same work at the for my company. great place to work. beyond my formal job ways my company same pay for a different responsibilities to get the contributes to the company, I would stay here. job done. community. Proprietary and Confidential © 2012 Maritz 40
  • 42. Importance of Direct Manager on Satisfaction and Meaningful R&R Three of ten employees most As satisfaction with direct manager’s efforts prefer recognition from their direct to reward and recognizes increases, all eight manager or supervisor. engagement outcomes (say, stay and strive) increase significantly. 5 Peers Direct 21% mgr. 4 30% 3 2 1 Strongly Disagree Neither Agree Strongly Senior Disagree Agree nor Agree mgt. Disagree 49% I am completely satisfied with my manager’s personal efforts to reward and recognize his/her employees. Proprietary and Confidential © 2012 Maritz 41
  • 43. Key Design Insights and Implications Communications • Can have the greatest impact in reaching and motivating distinct employee value segments. – Message framing by value segment – a program or reward may be compelling, but WHY may vary – Leadership support through communication and action – Alignment to company/brand values and strategy Training • Can improve meaningfulness and effectiveness of recognition given. Rewards • Reward choice is consistently, highly valued in all employee segments. • In top performer or formal/organizational programs, symbolic status awards and charitable donations can be meaningful reward options. • Choice of interesting/challenging projects is more appealing to Pioneers and least appealing to Stabilizers. Structure • Consider offering/including both team and individual incentive and recognition opportunities. Proprietary and Confidential © 2012 Maritz 42
  • 44. Impact Examples from Study Data • An e-card only recognition is motivating 30% of your people. – Add option to receive award points and bump it up to 50%! • A top-performer travel programs are Using Insight to motivating 30% of your people. Better Motivate – Add formal recognition in front More of Your of others and bump it up to People 54%! • Gift card rewards are motivating 46% of your people. – Add a „choice of interesting projects to work on‟ option and bump it to 66%! Proprietary and Confidential © 2012 Maritz 43
  • 45. Communications Company Study Results Situation: Client wanted to learn more about effectiveness of current programs and how best to motivate employee representatives to up and cross-sell 100% 90% Communications Gap as Compared with National Study Strongly Agree (5) 80% Agree (4) 70% 60% >19% 50% >6% >15% 13% 40% >5% 12% 7% 44% 14% 38% 8% 30% 8% 34% 6% 6% 30% 20% 27% 26% 24% 24% 10% 0% CLIENT MARKET CLIENT MARKET CLIENT MARKET CLIENT MARKET Insights: • 40% of surveyed employees not recognized in ways meaningful to them. • Opportunity for better management support, better communications (14% worse than market baseline) and perceived „opportunity to earn‟. • Majority (76%) fell into three primary value segments: Drivers, Altruists and Pioneers. • Modified program structure and communications approach based on segments. Proprietary and Confidential © 2012 Maritz 44
  • 46. Proprietary and Confidential © 2012 Maritz 46 46
  • 47. Recent Article “Engagement is forged with different tools: trust, loyalty, open communication, clearly- articulated goals and expectations, shared values and well- understood reward systems.” Proprietary and Confidential © 2012 Maritz 47
  • 48. Recent Article “Meaning, then, is something like a responsibility — not merely a need. It resides and resounds, like the human experience, …and connects us…to the human world around us. It is the act of investing in what we profess to care about; in caring about what we profess to love; in not merely "expressing our values," but valuing that which is worthwhile in lasting human terms…” Proprietary and Confidential © 2012 Maritz 48
  • 49. Improve Design, Engagement and Mutual Benefit through Deeper Insight Individual values and drives > behaviors & choices > program design elements and rewards > financial measures > overall effectiveness/return Proprietary and Confidential © 2012 Maritz 49
  • 50. Thoughts? Questions? Proprietary and and Confidential2012 Maritz Proprietary Confidential © © 2012 Maritz 50
  • 51. @michpoko michelle.pokorny@maritz.com www.maritzmotivation.com/blog To share info on the study, maritzmotivation.com/employee-values-study Proprietary and Confidential © 2012 Maritz 51

Notes de l'éditeur

  1. In late 2011, Maritz Motivation Solutions conducted a poll. When asked to respond with their agreement with this statement: “I am rewarded and recognized for my work performance in ways that are meaningful to me.” Only 45% agreed.Less than half of the participants in our reward and recognition programs feel rewarded and recognized in meaningful ways… not such a good number.
  2. Do you know how satisfied your employees are with their reward and recognition programs?Yes, we regularly survey employees for this feedbackYes, by word of mouth or other anecdotal meansYes, by proxy of participation levelsNo, couldn’t tell ya
  3. The study confirmed a strong relationship exists between employees who feel meaningfully recognized and greaterengagement indicators. Statistics include:
  4. Findings are in line with an annual Engagement Poll conducted by Maritz’ research company, that showed again in 2012 top line engagement scores more than double when an employee is consistently and meaningfully recognized. We are more emotionally committed to our work when well recognized and rewarded
  5. And when formal, structured recognition programs are in place in organizations, here are some numbers worth paying attention to: Companies can enjoy….
  6. But again, our study showed that only 45% of employees are happy with their programs. What’s the impact of that? Let’s just single out productivity, which the SHRM study found could be as much as 63% higher in organizations that effectively recognize employees.
  7. Assumptions: an organization with 1000 people, and if average 45% are meaningfully rewarded and recognized, that’s 450 employeesBenefit = Additional productivity or discretionary effort of motivated employee is 20 hrs (2.5 days) over 1 yearValue of Benefit assumes 2000 hours or 250 days of work, divided by $50,000 avg. salary = $200/day. $200 x addtl 2.5 days= $500 value x 450 employees = $225K$200 x addtl 2.5 days= $500 value x 1,000 employees = $500KTotal Program Costs = ½% (.005) of salary where avg. salary $50K/year for 1000 employees or $250/employee
  8. Assumptions: Larger the company, larger the missed potentialTotal Program Costs= ½% (.005) of salary; avg. salary $50K/year for 10,000 employees or $250/employeeBenefit = Additional productivity or discretionary effort is 20hrs (2.5 days) of over 1 yearValue of Benefit assumes 2000 hours or 250 days of work, divided by $50,000 = $200/day. $200 x addtl 2.5 days= $500 value x 4,500 employees = $2.25M$200 x addtl 2.5 days= $500 value x 10,000 employees = $5M
  9. We don’t want any part of that, right? How do we know what is and what’s going to work?
  10. Start with great new, the latest insights into human motivation and forces at play in the world today.
  11. Begs the question…Poll: Are you experiencing more interest from people in collaborating, are you feeling the impact of globalization and an interconnected world, and do you sense more value being placed on creativity and a desire to impact others/society?YesSome, but not allNot reallyNot sure
  12. Data tells us that reward and recognition program experience and practices can have a big impact on engagement and business outcomes … But we need to REFRAME, think differently to create these program experiences going forward. Centered and aligned around both organizational and individual purpose and values. Programs that Reward and Recognize, and that also incorporate Engagement and Community strategies enabling collaboration and expression.
  13. In the context of employee reward and recognition programs that means we need to know…. and engagement is really about an emotional connection, so we have to learn more about what people care about, how they feel, what they value
  14. In the context of the study results I’ve mentioned I’m going to share additional results and insights. Here’s the back drop on the survey….We ascertained personal values based on the Schwartz values inventory and some proprietary segmentation.
  15. Important to start with values because what is represented here, Red through green layers are really the “filters” employees subconsciously and consciously use before they notice, pay attention to, form an opinion about and act on a stimulus (messages, offers, rewards, etc.—your program tactics, per the gray arrows).
  16. Self direction and stimulationLearning and trying out new things– clearly highly rewarding and a driverMessaging – include me… don’t just talk to me or tell me. Energize me.
  17. security and traditionBalance risk and reward, less likely to want to lead, rather be a contributorVery family orientedMessaging: make me feel safe and secure
  18. Universalism and BenevolenceMost in touch with a sense of or drive for self transcendence, want to pay it forwardEnjoy social, cultural experiencesMessaging: sincerity, authenticity, prefer face to face
  19. Achievement andPower Veryfocused on self enhancement, statusMessaging: How am I doing, tell me something that can help me be more successful, give me the facts
  20. I think this may have to do with the fact that our programs tend to be geared toward the kinds of structures which appeals more to this group – a Driven to compete and win or earn, often more top performer or top tier based reward and recognition. But they are only ¼ of the employee population, and those types of programs only impact a small percentage of employees. So this indicates the importance and need for up to expand or broader or tailor communications, program structure, social/community elements and rewards to more effectively appeal to and engage the other employee segments. More effectively address why different employees want to participate or earn a reward.
  21. Not surprising, most respondents perceived their company was Driver valueOrg value impacts engagement… even when different than personal valuePioneer – self-direction, stimulation… what’s nextAltruist – universalism, benevolence… want to make a difference
  22. partially driven by a greater portion of younger people being Drivers (and more companies are seen as Driver).  
  23. Engagement measures are higher when feeling meaningfully rewarded &amp; recognized is higher, yes (is a relationship). While I know your wording supports your point/positioning, and not saying to change, realize that doesn’t mean (from the research) that meaningful rewards/recognition causes and increase in engagement. (It’s that “correlation” vs. “causality” issue.) Same thing on third bullet.
  24. Most people would love to be recognized by senior management, but nearly a third prefer to be recognized by their manager…. And satisfaction a manager’s efforts at recognizing is highly correlated with engagement.
  25. Cool information, what do we do with it? Some good, general insights included:
  26. Just evaluating and expanding reward options can have great impact.Note: A pharmaceutical client added peer to peer, points-based recognition and grew participation to 95%.
  27. After numerous recognition and sales incentive programs the client wanted to learn more about what drives representatives who were newly asked to up-selland cross-sell.Scored lower than reference market in “my company clearly communicates reward and recognition opportunities…”Drivers, Altruist and Pioneers represented like 76% of pax.  So, for the call center programs, we recommended balanced scorecard approach with both individual and team earnings. Overrides for mgrs.  Competition with other centers. Better comm. Sweeps only for fun, not earning opportunity.
  28. Reach more of your people with the right messages aligned with their values – and expression of your company valuesImprove engagement through the right program structure and elementsReward and recognize your people in more personally meaningful ways In doing so, you enrich their employee experience– in turn they will listen, engage and delivergreater financial results for your business