Knowledge Transfer and the Changing Workforce Simon Herriott, Managing Director, DuPont Sustainable Solutions November 2, 2011 The Issue “Population aging is unprecedented, a process without parallel in the history of humanity…” • United Nations, World Population Ageing Report, 2007 By 2020: • Most developed countries will have more than 35% population over 50 • In Asia Pacific alone, 50+ population will grow almost 5 times faster than the total population growth and will represent almost 1 billion people across the region • Retirement ages are rising (~ 65) meaning more older workers Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Several studies on the Effects of Aging in relation to safety of the older worker….. Sources: Liberty Mutual Research Institute Quarterly Review 2007 Dr Monika von Bonsdorff, et al, Finland, Journal of Occupational and Environmental Medicine, Volume 52, Issue 12, December 2010. Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 3 Workforce is not just aging, but changing…… Born Boomers 194664 Gen X 196579 Gen Y 198089 Age 47-65 32-46 22-31 % of global workforce Typical Level Stereotypes 27 Loyal Tech-challenged Wealthy 40 Attached to Family Cynical Individualistic 33 Entitlement Irrational/Obsessive Tech-savvy Source: Managing Generation Y in the Workforce: Corporate Executive Board: Asia HR Executive Board 2011 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 4 Age 60+ Population in 2000 Under 5% 5% to 12.4% 12.5% to 20% Above 20% Source: U.S. Census Bureau 2000 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 5 Age 60+ Population in 2025 Under 5% 5% to 12.4% 12.5% to 20% Above 20% Source: U.S. Census Bureau 2000 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 6 Growth in the Working-Age Population - or should we say Decline? 200% 1970-2010 2010-2050 150% 100% 62% 50% 18% 0% -50% Mexico Brazil India South Africa China South Australia Canada Korea US Netherlands Spain France Russia UK Japan Germany Italy Source: Deloitte Research, It’s 2008: Do You Know Where Your Talent Is? Why Acquisition and Retention Strategies Don’t Work 7 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Growth of US Workforce - 2000 to 2020 80% 70% 73% 60% 50% 54% 40% 30% 20% 10% 7% 0% 8% 7% 3% -10% -10% -20% under 14 15-24 1 Fewer younger workers entering 25-34 2 35-44 45-54 55-64 65+ 3 Declining number of mid-career workers Rapid growth in the over 55 workforce Source: US Census Bureau Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 8 US Fatal Occupational Injuries: Age Fatalities Per 100,000 Workers 14 12 11.5 10 8 6 4 2 4.1 2.4 2.3 2.3 18-19 20-24 25-34 2.8 3.4 0 35-44 Age of Worker 45-54 55-64 65+ Source: NSC, Injury Facts Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 9 Challenges to U.S. Workforce Aging workforce, Changing attitudes/motivations Knowledge Transfer Limited availability of key skills • Shrinking skilled worker pool • Cannot count on sending countries for skilled workers • International competition for talent Changing face of work – global, virtual, independent Retaining and growing intellectual and experience assets Continuing to develop diversity • Race • Gender • Generations • Culture 10 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. So what? 11 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Work processes/ Technologies System Support Resources People Reward/ Motivation Tasks/Functions Understanding and managing the people element is critical for sustainable performance excellence . While technologies and systems become more complex, people, as the ultimate decision makers, play an even more significant role. 12 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. …it needs an approach that puts people at the center Growth/ Learning Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support Competency Capability Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 13 Changing Workforce: Challenges and Opportunities • Adds complexity to people issues e.g., training, engagement, reward, communication. • It is a systemic change. • Business risks? Performance risks? Operational risks? Are those tasks/processes designed 20 years ago feasible for today’s workforce? • Increased operating complexity demands seamless teamwork and collaboration • Managing it well leads to strategic advantage (beyond managing the demographic issue) 14 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. An Integrated Approach • • • • • • • • Knowledge Transfer Individual development plans Offer blended feedback mechanisms Use blended learning approaches – for all ages Growth/ Learning • • • • • • Integrate S&H promotion/screening Offer incentives for wellbeing programs Provide healthy work setting/schedule Match functions and capabilities Target risks Work re-design • Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude • • Offer work extension Re-careering options Re-training Flexible work organizations Re-careering incentives Offer blended performance incentive options Track performance Engagement/ Social Support • • • • Cultivate communities Use team approach Understand generational attributes Embrace differences no right or wrong Competency Capability • • • • Identify critical functions/Skills Recruit and manage talents Target competency Leverage contingency planning and succession planning Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 15 An Integrated Approach Growth/ Learning Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support Competency Capability • • • • Identify critical functions/Skills Recruit and manage talents Target competency Leverage contingency planning and succession planning Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 16 Competencies and Capabilities become the foundation of people development Complete organizational “strengths” and “needs” analyses. Assess organizational capabilities and develop workforce planning strategies. Organizational Assessment Recruitment Establish criteria for candidate selection. Provide the skills necessary for success in the position. Integrate Job/Position requirements into testing and assessment tools. Jobs & Positions Identify appropriate learning opportunities and strategies to support employee development. Learning and Development Talent Establish criteria for Management promotion and personnel movement. Manage projects and global assignments Performance Partnership based on required skill sets. Measure performance criteria and skills by employee and across employees. Assess performance results consistently. Identify Critical Skills Difficult Critical Skills Skill Replacement Easy Low 1 Critical Functions Skill Replacement Factors • • • • • Supply Training requirements Complex/experience-intense Skill maturity period Multiple interfaces 2 High Attrition Concern High/Immediate Low/not immediately foreseeable Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 18 Organizational Competency Building and Retention Identify Critical Skills Retention Work-extension Re-careering Work re-organization Performance support system Talent Recruiting Target Talent Internal Talent External Talent Outsourcing potential Knowledge Transfer Mentoring/coaching Critical event interview/review Job shadowing Storytelling 19 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Center of Competency for SHE Global CoC – others include Engineering, Capital, Operations Central custody of Standards Development center for regional/local SHE resources Support SHE Governance and Assurance for Board Strategic Direction for SHE Subject Matter Expertise Updating and keeping the standards current Influencing from centre Assess and fill SHE Resource needs of the sites and center Development of SHE competencies in sites and center Tracking metrics and 2nd & 3rd party audits External face for SHE related matters Critical Resource as workforce changes Deep specialist subject matter expertise An Integrated Approach • • • • Knowledge Transfer Individual development plans Offer blended feedback mechanisms Use blended learning approaches – for all ages Growth/ Learning People • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 21 What is Knowledge Management? • KM = leveraging of collective wisdom to increase responsiveness and innovation • A dynamic knowledge management system for a viable strategy for the changing workforce Primary repository for knowledge is in peoples’ heads Here it coexists with intelligence and experience – comes “out” as knowledge when decisions need to be made Is contextual – ie. Determined by the circumstances under which the individual learned the knowledge Is dynamic – ie changes with new experiences and stimuli • Pivotal issue is the creation of a culture to support trust and collaboration Bulletpoint article (May 1998) – biggest source of disappointment with KM practices is cultural change • “the greatest difficulty lies not in persuading people to accept new ideas, but in persuading them to abandon old ones” (JM Keynes) • It is NOT a storage capacity for accumulated information Need to treat electronic & paper repositories as intermediate storage for info in transit “between” peoples’ heads Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Knowledge Management – understanding the nature of knowledge Explicit = articulated in formal language Tacit = personal knowledge embedded in individual experience (includes beliefs, perspectives, instinct, values) Most organizational knowledge is tacit and destined to remain so Conveying knowledge is about building a bridge between a knowledge seeker and provider Knowledge Type Management Challenge Best Transfer Mode Timing of Transfer Explicit Quantity & Accessibility Electronic (efficiency) Synchronous or Asynchronous Tacit Interpretation & Articulation Face to Face (depth, context) Synchronous Knowledge Management Applications • A model to demonstrate how knowledge is shared across the organization (Nonaka): • 4 applications of knowledge management: Intermediation – the brokerage of bringing those who seek knowledge to those that provide (may be real-time or transferred thru storage) Externalization – the classification of knowledge in its external repository. The establishment of rules, methods for capture, storage and retrieval: Internalization – the connection of knowledge to inquiry and the personal internalization of the knowledge through lens of personal experience Cognition – process of making decisions based on individual’s knowledge ie. Its application. Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. DUPONT CONFIDENTIAL Technology & Knowledge Management Explicit Knowledge Tacit Knowledge Intermediation Personal Profiling Systems, Groupware applications (on-line meeting places), Communities of Practice Externalization Document Management, taxonomies, visualization Mentoring Internalization Search and Retrieval Agents, Portals Apprenticeship Cognition Workflow, decision-support, decision trees, case mgt portals Intuition Knowledge Management Knowledge Transfer Strategy Types of Knowledge/Skills Mentoring/Coaching Complex and sophisticated content. Interactive progressive learning. Critical skills Critical Incident Review Specific and situational knowledge and experiences. Contextual complex knowledge. Critical skills. Job Shadowing Hands-on practices. Complex content. Critical skills. Storytelling Less structured. Effective for transmitting wisdom, emotional and relational knowledge and asset. Communities of Practices Common problems, topics and issues. Process Documentation Standardized repeatable process. Limited and special variations. Job Rotation Skill broadening and enrichment. Complementary skill-set. Expert System Problem specific. Trouble shooting, e.g. help desk. Electronic Knowledge Management Systems Knowledge that can be captured by texts or images. Job Aids Standardized, simple, and limited variation content, e.g., checklist. Tapping Retiree Base Experience-based. Client –relation. Best practices, e.g., online or video-conference Reference: William Rothwell, IPMA-HR News, Feb., 2004 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 26 Organizations typically go about Learning & Development in one of two ways Learning and Development Process Align learning needs with business objectives. Build curriculum Enabling learning management incl. tracking and measurement PLANNING Building, buying and reusing learning content ADMINISTRATION Developing culture of learning incl competency metrics and linkage to KPIs CONDUCIVE ENVIRONMENT – M’MENT SYSTEMS DESIGN & DEVELOPMENT DELIVERY Planning and delivering learning thro’ appropriate delivery mechanism Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Levels of Learning Champion/ Specialist Skills Knowledge Proficiency Delivery Methodology Make decisions, Use judgment, Apply Experience, Simulation, On-the-job Application, Rich content Coaching / quality critique Applies the knowledge in day-to-day operations Engaging involvement Practice activities provide feedback Is aware of the basics Knows his roles and Responsibilities Engaging involvement Retention / “refresher” activities An Integrated Approach • • • • Growth/ Learning Offer work extension Re-careering options Re-training Flexible work organizations Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support Competency Capability Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 30 Variation of Preference for Work-Life Balance by Age 31 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Workplace Health Promotion Source: Source: Goetzel and Reuters, Value in Health Care, Institute of Medicine (2010) 1. 2. 3. 4. 5. Anderson, E. Wellness Councils of America, 2002. Aldana SG. Financial impact of health promotion programs: a comprehensive review of the literature. Am J Health Promotion, 2001; 15(5):296-320. Berry, Mirabito & Baun, What’s the Hard Return on Employee Wellness Programs? Harvard Business Review (Dec 2010). Naydeck, BL, et al. 2008. The impact of the Highmark employee wellness programs on 4-year healthcare costs. JOEM:50:146-156. Aldana, SG, et al. 2004. Financial impact of a comprehensive multisite workplace health promotion program. Preventive Medicine; 40;131-137 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 32 An Integrated Approach Growth/ Learning Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support • • • • Cultivate communities Use team approach Understand generational attributes Embrace differences no right or wrong Competency Capability Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 33 The Power of Networks….from Talking Shop to Learning Shop • Generation Y get it • They exist anyway – harness them “Communities” already exist – the “grapevine”, informal networks – built on trust Need to recognize, support and administer the connections (managed badly they undermine formal structures) • Clear objectives , less clear outcomes • Strict ROI measurement is kryptonite for networks Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Networks: A Case Study – DuPont Corporate Electrical Safety Team (CEST) Objectives Deliverables Critical to Success Key Themes/Characteristics Zero Injuries from Electrical Hazards Best Practice sharing External perspectives Zero Incidents involving electrical energy Analysis of KPIs Discovery • Continuous Improvement & Change Management Flexible • Defined workstreams, structure/ SMEs as members Membership • Knowledge Intensity Performance & Institutional Dashboard – esp. Memory leading indicators • Engagement Institutionalizing Memory 35 An Integrated Approach Growth/ Learning Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude • • • Engagement/ Social Support Competency Capability Re-careering incentives Offer blended performance incentive options Track performance Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 36 Effort is not determined by generation 37 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Source: Managing Generation Y in the Workforce: Corporate Executive Board: Asia HR Executive Board 2011 Highest Rated Job Preferences vary little by generation Source: Managing Generation Y in the Workforce: Corporate Executive Board: Asia HR Executive Board 2011 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 38 Two types of motivation Intrinsic (Internal) • Motivated by personal inner drive: personal growth, personal values, beliefs, attitudes • Attend a course for the commitment to learning (a carrot) Extrinsic (External) • Motivated by external factors: prestige, money, success, promotion • Attend a course for the benefit brought about by a qualification or compliance (a stick) An Integrated Approach Growth/ Learning • • • • • • Integrate S&H promotion/screening Offer incentives for wellbeing programs Provide healthy work setting/schedule Match functions and capabilities Target risks Work re-design Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support Competency Capability Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 40 What is aging? Aging is a multidimensional process of physical, mental, psychological, and social change. 41 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Implications of Aging Workforce Physical Capacity Mental Capacity • Maximum strength peaks at age 20-30 • Reduced flexibility, balance, increased reaction time • Older adults work closer to their maximum capacity • Slow recovery • Tests showed that learn and recall slower • sensitive to socioeconomics, • not translating well to work performance • Other factors that influence performance of older workers • work engagement • working relationship • Interest in learning new things But then, Advantages of Older Worker • Attitude and Ethic • Experience and Judgment • Flexibility 42 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. Generational Attributes and Workplace Adaptations Traditionalists Boomers Generation X Generation Y/Millennial 1928 – 1945 1946 – 1964 1965 -1981 1982-2000 Leadership Command and Control Get out of the way Coach Partner Learning Style Classroom Facilitated Independent Collaborative/networked Decision Making Seeks approval Team informed Team included Team decided Feedback No news is good news Once a year Weekly Immediate/on-demand Views of Authority Automatic Respect Love/hate Not intimidated Impatient Technology Use Uncomfortable Avoid if I can Unsure Unable to work without it Unfathomable if not provided Job Change Unwise Sets me back Necessary Part of my career routine Particular trait Conservative Loyal Strong work ethic Independent Conscious of globalization Embrace diversity Training Additional requirement Not too much Required to keep me Continuous and expected 43 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. …it needs an approach that puts people at the center Growth/ Learning Work/Life balance Productivity People Physical/ Functional Capability • Generational attributes • Value and expectations • Ethics, Culture, Background • Sub-Cultures Motivation Attitude Engagement/ Social Support Competency Capability Source: DuPont Sustainable Solutions Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates. 44 45 Copyright © 2011 DuPont. All rights reserved. The DuPont Oval Logo, DuPont™, and The miracles of science™ are registered trademarks or trademarks of DuPont or its affiliates.