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generational diversity
…towards 2020

Alison Monroe, President NEEOPA
www.neeopa.org
Managing Director, SageCo Pty Ltd
www.sageco.com.au
what will we cover?

    workforce ageing (5 mins)
          ...an overview of key risks, challenges, opportunities for action
    MyJourney @ RTA NSW (5 mins)
          …case study

    ‘The Year is 2020’ (35 mins)
          …interactive session
NSW EEO Practitioners’ Association



     www.neeopa.org
     8 forums per year
          networking
          collaboration
          share best practise
          research
          access to case studies

     Bi annual ADES Survey
what is driving workforce ageing?

       increased longevity


       decreased fertility


       baby boomers’ retiring
sample - workforce benchmarking
  Age Band (ABS)             <24         25-34         35-44         45-54          55+


  Utilities Company          14%          18%           17%            31%          20%

  Utilities Sector            8%          20%           29%            33%          10%

  Total Workforce            19%          22%           24%            22%          13%

  Population                 18%          18%           18%            17%          29%


  Snapshot of the data story:

  •   positive representation (14%) of new labour market entrants compared to Sector
  •   fairly well balanced in the ‘prime age group’ 25-34
  •   45+ age group (51%) significantly higher than industry (43%) and total workforce (35%)
  •   staff aged 55+ represent a combined total of over 5 000 years of organisational knowledge!


© SageCo 2011
ageing workforce challenges
include how to…

     engage & retain mature workers
     support late career planning / transition to retirement
     capture critical knowledge
     create a flexible, multigenerational workforce
     attract mature age workers with skills and experience




                           …what are your priorities?
what have they
  told us?
we want                                     older workers
   late career                                  marginalised by
  opportunities            happy to work
                                               younger managers
                            longer, but
                             differently


      want to fully
    participate and                           support wanted
     stay engaged                           for future planning
                           care giving is
                             an issue



                                                 retain our
want to feel
                      want equal access        knowledge and
more valued
                       to training and            expertise
                         promotion
Roads and Traffic Authority

 MyJourney
  the story so far
Jeanette Wenborn
HR Partner


May 2011
The RTA workforce


•   180 offices
•   20,000 km roads
•   5,000 bridges
•   3630 traffic signal sites

• 7,000+ staff
• 2,500 staff aged 50+
What did we do?

2007 - 2009
• 27 x RTA experts
• 30 x knowledge transition activities

2010
• 20 x MyJourney seminars
• 650 participants aged 55+

The journey continues in 2011...
MyJourney impact


     I have developed a flexible work
 proposal and/or spoken to my manager/HR
          about flexible work options

                     13%

                           14%             Yes
                                           I plan to
                                           No
      73%
MyJourney impact


       I have undertaken a health check
       27%



                                           Yes
                                           I plan to
                                     52%   No

 21%
MyJourney impact


     I have taken steps to intentionally
      share my knowledge with others
   29%

                                    45%    Yes
                                           I plan to
                                           No


         26%
MyJourney project


Critical project success factors…

• Executive advocacy – Chief Executive
• Strong internal project driver / owner
• Integration with HR Strategy
   •   Workforce sustainability
   •   Succession planning
   •   Flexible work
   •   Knowledge retention
   •   Cultural change and engagement
hypothetical

The year is 2020

The Australian Government has hit target of accrediting 1000 organisations
as ‘mature age friendly’ employers and service providers

To achieve this accreditation, your organisation has shown best practice in
this area

What needs to happen between now and 2020 to make this happen?

Prepare a bullet point presentation to your CEO and Executive leadership
team (who are sitting at the next table and to whom you will present your
plans shortly...)
7 minutes

1. Quickly appoint a scribe / spokesperson

2. You have 7 minutes to brainstorm and capture key ideas
   to present to the executive team (refer to handouts)
3 minutes

1. Spokesperson stand up please

2. Move to the next table and take a seat

3. You have 3 minutes to present to the executive team

4. The executive team listen in silence and make notes

5. When the spokesperson has finished, turn your chair to face
   away from the group and await next step
3 minutes

1. CEO and Executive team discuss and debate the presentation
       • what would work?
       • what would not?
       • why?
       • what was missing?

2. Spokesperson listens in silence and jots down notes
5 minutes

1. Spokesperson returns to their original work team and debriefs

2. Refine the plan based on feedback

3. Determine the 3 ‘most important’ things that will be done and be
   ready to present
what do you now know?




what could be your next step?

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Alison Monroe

  • 1. generational diversity …towards 2020 Alison Monroe, President NEEOPA www.neeopa.org Managing Director, SageCo Pty Ltd www.sageco.com.au
  • 2. what will we cover?  workforce ageing (5 mins) ...an overview of key risks, challenges, opportunities for action  MyJourney @ RTA NSW (5 mins) …case study  ‘The Year is 2020’ (35 mins) …interactive session
  • 3. NSW EEO Practitioners’ Association  www.neeopa.org  8 forums per year  networking  collaboration  share best practise  research  access to case studies  Bi annual ADES Survey
  • 4. what is driving workforce ageing?  increased longevity  decreased fertility  baby boomers’ retiring
  • 5. sample - workforce benchmarking Age Band (ABS) <24 25-34 35-44 45-54 55+ Utilities Company 14% 18% 17% 31% 20% Utilities Sector 8% 20% 29% 33% 10% Total Workforce 19% 22% 24% 22% 13% Population 18% 18% 18% 17% 29% Snapshot of the data story: • positive representation (14%) of new labour market entrants compared to Sector • fairly well balanced in the ‘prime age group’ 25-34 • 45+ age group (51%) significantly higher than industry (43%) and total workforce (35%) • staff aged 55+ represent a combined total of over 5 000 years of organisational knowledge! © SageCo 2011
  • 6. ageing workforce challenges include how to…  engage & retain mature workers  support late career planning / transition to retirement  capture critical knowledge  create a flexible, multigenerational workforce  attract mature age workers with skills and experience …what are your priorities?
  • 7. what have they told us?
  • 8. we want older workers late career marginalised by opportunities happy to work younger managers longer, but differently want to fully participate and support wanted stay engaged for future planning care giving is an issue retain our want to feel want equal access knowledge and more valued to training and expertise promotion
  • 9. Roads and Traffic Authority MyJourney the story so far Jeanette Wenborn HR Partner May 2011
  • 10. The RTA workforce • 180 offices • 20,000 km roads • 5,000 bridges • 3630 traffic signal sites • 7,000+ staff • 2,500 staff aged 50+
  • 11. What did we do? 2007 - 2009 • 27 x RTA experts • 30 x knowledge transition activities 2010 • 20 x MyJourney seminars • 650 participants aged 55+ The journey continues in 2011...
  • 12. MyJourney impact I have developed a flexible work proposal and/or spoken to my manager/HR about flexible work options 13% 14% Yes I plan to No 73%
  • 13. MyJourney impact I have undertaken a health check 27% Yes I plan to 52% No 21%
  • 14. MyJourney impact I have taken steps to intentionally share my knowledge with others 29% 45% Yes I plan to No 26%
  • 15. MyJourney project Critical project success factors… • Executive advocacy – Chief Executive • Strong internal project driver / owner • Integration with HR Strategy • Workforce sustainability • Succession planning • Flexible work • Knowledge retention • Cultural change and engagement
  • 16. hypothetical The year is 2020 The Australian Government has hit target of accrediting 1000 organisations as ‘mature age friendly’ employers and service providers To achieve this accreditation, your organisation has shown best practice in this area What needs to happen between now and 2020 to make this happen? Prepare a bullet point presentation to your CEO and Executive leadership team (who are sitting at the next table and to whom you will present your plans shortly...)
  • 17. 7 minutes 1. Quickly appoint a scribe / spokesperson 2. You have 7 minutes to brainstorm and capture key ideas to present to the executive team (refer to handouts)
  • 18. 3 minutes 1. Spokesperson stand up please 2. Move to the next table and take a seat 3. You have 3 minutes to present to the executive team 4. The executive team listen in silence and make notes 5. When the spokesperson has finished, turn your chair to face away from the group and await next step
  • 19. 3 minutes 1. CEO and Executive team discuss and debate the presentation • what would work? • what would not? • why? • what was missing? 2. Spokesperson listens in silence and jots down notes
  • 20. 5 minutes 1. Spokesperson returns to their original work team and debriefs 2. Refine the plan based on feedback 3. Determine the 3 ‘most important’ things that will be done and be ready to present
  • 21. what do you now know? what could be your next step?