UNDERSTANDING YOUR WORKFORCE A prequel to designing generational diversity initiatives By Puja Kohli Senior – 45 - 55 years Male – Wise , Warm ,Tolerant, Balanced, Matured Middle – Old , 45 – 50 Years Male – Lively, Apolitical, Bheeshma, Dedicated , Obedient Junior – Young Age, 20-25 Years, Male, Female – Professional , Respect, Confident , Global , Happy , Punctual The picture above depicts how employees of a mid-sized technology organization profiled themselves. The generational diversity in the workforce starkly reflects the differences in attitudes, nature and approach to life across various age groups. As most organizations struggle to manage a multigenerational workforce, this case study takes us through an organizations’ attempt to first understand its workforce better from a multigenerational context, before designing initiatives. The objective of the organization was to begin with making sense of this phenomenon by answering the following three questions: 1. Does the generational segmentation really exist? 2. Are differences across the various generations prevalent? 3. What do these generations expect from some of the basic HR functions like Performance Management, Training and Engagement? Case study of a mid-sized Multinational Organization operating in India Organizational Context The organization has been in the business of technology for many decades and has grown through acquisition. Consequent to the acquisition, the organization has acquired experienced resources and grown its internal talent over time. It takes pride in the loyalty and tenure of its members. The management team consists of senior employees who have spent considerable time within the organization. Since the focus of the organization is predominantly on matured practices, long-term clients and specialized skills, the workforce mix was historically skewed towards depth of experience and generally stayed away from young, inexperienced talent. However, due to changing needs of the business and growing demands of clients for increasing off-shoring capacity, the organization was suddenly under pressure to grow organically while managing its costs. The focus has now shifted from managing experienced and tenured resources to acquiring young talent and fast tracking younger leaders to lead extended teams. The imperatives for change The sudden need for expansion and integrating this new talent into the cultural fabric, gave impetus to the organization to change in order to build a cohesive and effective work culture that could operate in a new paradigm. A study was commissioned to understand the cultural nuances within the organization that were defining exhibited behaviours and identify new behaviours that would need to be learnt to leverage this change. During the diagnostic phase of the study, it was realized that a generational filter needed to be applied to understand the various mindsets at play. The study The organization used a well-researched definition of the multiple generations in the Indian context documented by Saundarya Rajesh, the Founder of AVTAR, as reference. Considering the focus was understanding generations in the workplace, the interventionist stayed away from defining the generations but used documented literature from an Indian study rather than western publications. A quantitative and qualitative methodology was followed to capture data and reflect and analyze the nuances of these generations. A framework was developed and tools were created as follows. 1 Does the generational segmentation really exist? The workplace was profiled across the generational segments to understand the mix and the impact at three stages of individual and organizational growth – Junior, Mid and Senior. The findings revealed the prevalence of a multigenerational mix within the organizational hierarchy, where Gen Y were predominant as Juniors, EGen’s were predominant in the middle layer and Gen X and Free Gen’s occupied the top positions. The impact of generations emerged both in the vertical and horizontal layers of the organization. Are differences across the various generations prevalent? 2 Having established the existence of different generations across multiple segments in the workplace through data, the next step was to profile them at work to understand their drivers, motivators and worldviews. The following techniques were used to capture multiple perspectives across generational segments. 1 A questionnaire was administered to understand their differences in work values, attitudes, and lifestyle needs Focus Groups were conducted and workplace stories were sought to document occurrences, illustrate the cultural nuances, behaviours and actions at play SWOT analysis was attempted for each of the generational segments to create their work profiles. The SWOT was created as an aggregate of both positives and dilemmas 2 3 Qualitative and Quantitative analysis of the data yielded a good understanding of the profiles of the four generations, as shown in the figure below: Self Career Work Ethics Work Family Outlook Organization Aspirations Relationships Attitudes Lifestyle Values • What best describes your loyalties? • How do you like spending your time away from work? • What behaviors do you associate with the organization’s core values? • How do you view Technology? • What are your views on Money? • What is your attitude towards rewards & recognition • If you were to change your career, what would you chose to be? • How do you envision the organization in 2015? • What is your perspective of life in general? • What values drive your personal life? SWOT Analysis extract from the findings STRENGTHS WEAKNESSES Free gens: Well - established, Responsible, Loyal, Service orientated Gen X: Hard working, Results driven, Knowledgeable E Gen: Technologically savvy, Learn quickly, Embrace diversity Gen Y: Result oriented, Confident, Risk takers, Acknowledge gender equality, Adaptable to technology changes Free gens: Informality, Cautious to change and risk taking Gen X: Low on ability to transition to new setup, Not flexible E Gen: Do not prefer mundane jobs Gen Y: Highly aspirational and Want to move up the career ladder soon OPPORTUNITIES Free gens: Leverage as mentors in establishing large scale operating models THREATS Free gens: High resistance to change Gen X: Suited for entreprenuerial projects in nature, Lead accounts independently, Leverage in global assignments, sales opportunities as coaches E Gen: Work well in dynamic situations, If intellectually challenged with empowerment - will have vast potential Gen X: Not loyal to organization, No respect for organizational hierarchy, Like to retain knowledge , resist change E Gen: Not loyal to organization, No respect for organizational hierarchy Gen Y: Not loyal to organization, Demanding Gen Y: Challenging jobs make them productive 3 What do these generations expect from some of the basic HR functions like, Performance Management, Training and Engagement? Having established the work profiles of the multiple generations at work, the next logical step was to understand what could possibly be the impact on people management and people processes due to their differing motivations, which would subsequently lead to dilemmas and lower effectiveness at work if not proactively managed. Are their differences in their preferred style of learning? Do they engage differently or have different motivations for emotional connect? What does Performance mean to them? This study was conducted within the specific organization in context, with participation from other organizations to gain a larger perspective of generations. A deeper focus on Gen Y was built with research from a sample of those who have already entered the workforce and those who are on the threshold of entering the workforce - academia, training institutes - as potential hires. 1. A questionnaire was administered to probe learning styles, engagement drivers and views on performance 2. Social demographics were sought from Gen Y, to better understand their backgrounds, nature and psyche across parameters like family background, role of parents, attitude towards income and dressing style 3. Workplace stories were gathered on generational dilemmas Extract from the findings Elements Gen Y E Gen Gen X Free Gen LEARNING Preferred mode of learning Sources of learning Informal learning – Real time knowledge beyond class room training Online search tools, Blend of Informal and Formal learning (on the job and class room) e learning, Wikipedia, Google, expert forums, Peer/ SME Formal Learning (class room) Informal chats with leaders, Peers, manager Real time experience at work Conferences and seminars, Books, New experiences and pictures, internet – tool of reference PERFORMANCE Career, recognition, challenging work, money Motivators Freedom to Perform activities beyond the normal KRA Driven by results, innovative projects Career growth Individualistic "I" factor - answers like I am the master of my own career depicting confidence Prefer informal reviews Recognition: Appreciated through formal channels Recognition: Verbal Not driven by Rewards but large responsible assignments Money Greater joy derived from solving complex problem that others cannot Independent in career making/development decisions Spouse and family plays an important role in decision making Spouse/ Family is critical in career making Decision Prefer informal reviews Opportunity to extend beyond areas of responsibility, larger issues, special assignments. Prefer seeking guidance and mentoring for new roles/ opportunities, participative discussion with manager for career moves ENGAGEMENT Enjoy working with an encouraging boss Work relationships Relationships with community activities, friend circles at work important Dislike being micro managed Relationship with likeminded people are a priority Prefers one on one discussions with seniors/ leaders Bias free work environment preferred Work environment Fun filled and energetic work environment High need for impression management Greater loyalty demonstrated towards profession and not just job Environment Conscious Flexible and willing to stretch, however anchored to overall integrating work and life (balance) Freedom to express oneself choosing what and how to do things in life Need for constant challenge / interesting work Prefers working in small groups or alone Recommendations for leaders and practice The study has clearly established the existence of a multigenerational workplace with diverse needs of each generational segment. It highlighted the views, perspectives and dilemmas of different generations working with each other, their expectations from the organization, relationships and styles of management. Are we ready to develop newer competencies to work in and manage this workforce, adopt a new set of values, sponsor systemic changes to avoid creativity, cooperation, communication losses and challenge traditional ways of thinking? Going forward There is a strong need to relook at the people practices in view of the different drivers for diverse groups. Practices can no longer be broad brushed but have to be aligned to enhance effectiveness and productivity. Relevant competencies have to be acquired or modified to cope with this change. There is also a demonstrated need to triangulate the: Organizational view Managerial view Employee view To design the relevant interventions aligned to the three dimensions, this study is part of a continuing effort by the OD Interventionist through ‘live’ workplace explorations. At the next stage, competencies required for managing a multigenerational workforce and relevant people practices that need to be possibly adopted are being explored as an outcome. SHRM Conclusion The first step towards any successful initiative is having an in-depth understanding of the current state of affairs, which is quite an involved journey in and of itself. This case illustrates in great detail the efforts made to get this baseline understanding of the differences and preferences of various generations at the workplace. This is one of the few studies that has examined multigenerational diversity in an Indian workplace scenario, using the categorization of definitions created for India based on defining events like the freedom struggle and liberalization of the Indian economy. The implications of the findings of this study have a great bearing on future HR practices and merit being researched further across various industries and locations. Puja Kohli is an Organizational Interventionist and a core member of the NASSCOM Diversity and Inclusion council. She has released a white paper on ‘Generational Diversity’ through NASSCOM and has been involved in research centred around ‘The dilemma of generations and the organization’ for the past two years.