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Understanding and Engaging the Next Generation of Donors, Volunteers and
Employees2015 NONPROF I T SUMMIT
NOV EMB E R 9 , 2 0 1 5
C OU R T N E Y D E R OND E , C P A
T D& T C P A S A ND A D V I S O R S , P . C .
Speaker
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Courtney L. De Ronde, CPAAudit PrincipalDirect: [email protected]
TD&T CPAs and Advisors, P.C.1108 Washington StreetPella, Iowa 50219www.tdtpc.com
ObjectivesIdentify the generations in the current workforce
Understand formative events, characteristics, and behaviors of each generation
Learn how to appreciate and leverage differences in multigenerational donors, volunteers and employees
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Introduction to the Generations
Approximately a 20‐year span
Generations share historical or societal experiences that shape their attitudes, behaviors and world view.
Looks at their generation as the “standard” of comparison
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Introduction to the Generations
Traditionally, American business has had two generations working at a time.
For the first time in history, we have four generations in the workforce.
Can you name them?
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
SOURCE: MICHAEL C. FINA – CELEBRATE SUCCESSPREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
TraditionalistsBorn 1925‐1945 (age 70‐90)
Formative Events• The Great Depression• Pearl Harbor• WWII
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Baby BoomersBorn 1946‐1964 (age 51‐ 69)
Formative Events• Vietnam War• Civil Rights Movement• Woodstock• Assassinations of JFK, MLK, RFK• First generation to grow up with TV
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generation XBorn 1965‐1981 (age 34‐50)
Formative Events• Downsizing• Dual Income Families• Increased Divorce Rates• Mainstream Personal Computers• MTV
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Millennials (Gen Y)Born 1982‐2000 (age 15‐33)
Formative Events• Terrorism (Oklahoma City, 9/11)• Gulf Wars• School Shootings• Economic downturn• Trophy for participation
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Progression
The next generation’s work ethic is not some out‐of‐nowhere, cosmic, egotistical self‐expression. It’s a natural next step in a generation‐after‐generation progression of economic life in developed societies.*
*AICPA‐PCPS Understanding Generation Gaps
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Strauss & Howe ‐Historical Evidence of Repeat
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generation GI Gen1900‐1924
Silent1925‐1945
Boomer1946‐1964
Gen X1965‐1980
Millennials1981‐2000
Archetype Hero Artist Prophet Nomad Hero
Born into Born after the spiritual awakening
Born during a great war or historical crisis
Born after a great war
Born during a spiritual awakening
Born after the spiritual awakening
Era Type Unravel Crisis High Awakening Unravel
Childhood Protected Suffocated Indulged Abandoned Protected
Early Adult Heroic Sensitive Narcissistic Alienated Heroic
Midlife Powerful Indecisive Moralistic Pragmatic Powerful
Generational Quiz (from AICPA‐PCPS)
1. This generation favors information, communication, and a democratic work atmosphere.
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
2. While Millennials prefers “hands off” management; Generation X needs face time with managers.
True
False
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
3. Members of this generation were thrown off their career ladders in the mid‐80s, and have experienced far more turbulence in the American workplace than their parents ever imagined.
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
4. Which generation learned not to have faith in American institutions, including the institution of marriage, lifetime employment, the government, public safety, and religion?
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
5. Which generation would be most likely to be influenced heavily by Watergate, Martin Luther King, and the mainframe computer?
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
6. The first generation of latchkey kids, this generation has been self‐sufficient from an early age.
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
7. Of the four generations, the Millennials are the most “socially conscious.”
True
False
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
8. This generation has a strong sense of “Americanism” and a respect for authority.
A. Silent Generation/Traditionalists
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
9. Generation X prefers consensus to hierarchy, was the first “DINK” generation, and was the first generation to be described as “workaholics.”
True
False
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Generational Quiz (from AICPA‐PCPS)
10. Which generation was the first to be described as “lazy, disloyal slackers” in the American media?
A. Silent Generation
B. Baby Boomers
C. Generation X
D. Millennials
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
SOURCE: MICHAEL C. FINA – CELEBRATE SUCCESSPREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
A Leader’s ChallengesDifferent preferences
Different motivators
Different rewards
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
PreferencesTraditionalists Baby
BoomersGeneration X Generation Y
CommunicationStyle/Preference
No news is good news
Doesn’t appreciate feedbackBuilds consensus
Direct/Immediate
Will ask for feedback
Frequent
Constant praise
Communication Media
Rotary phoneOne‐on‐oneFace‐to‐facePaper lettersand memos
Touch‐tone phoneFace‐to‐face meetingsCall me anytime
Cell phonesValues privacy during personal timeEmail me
InternetSmart phonesText me
Work Ethic Companyloyalty
Team loyalty Personal talent/skills
Relationships/Cause Focused
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
SOURCE: MICHAEL C. FINA – CELEBRATE SUCCESSPREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
SOURCE: MICHAEL C. FINA – CELEBRATE SUCCESSPREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Why the conflict?
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Why the Conflict?Each Assumes “One Right Way” (theirs!)
Unconscious Bias
Misconceptions and stereotypes
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Managing Diversity•Recognize everyone has their own personal lens
• Be aware of your own personal bias• Understand that others have their own perspectives; consider them to be valid and valuable
•Discuss perspectives of others and our own• Collaborate• Be open minded• There’s more than one right way• Find common ground
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Managing DiversityAccommodate differences – learn all you can about them, work to meet their specific needs and serve them according to their unique preferences
Give the big picture – provide goals and expectations, then turn them loose.
Select carefully – then treat everyone as if they have great things to offer.
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Managing DiversityCreate diverse teams
Have a mentoring relationship
Increase your Emotional Intelligence (EI)
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Emotional IntelligenceEI – The ability to use your emotions in a positive and constructive way in relationships with others.
We have to understand each other
Put yourself in someone else’s shoes
Be aware, be accepting, be understanding
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Engaging Millennial DonorsPhilanthropy is more than writing a check
Top 3 ways Millennials want to be engaged and learn more about your organization are through your*:
1. Website
2. Social media
3. E‐newsletters
* Derrick Feldmann, Achieve
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Volunteer OpportunitiesLeadership opportunities for young people can connect them to your organization for the long‐term
Match their skills/interests to your organization’s needs (not just stuffing envelopes!)
Ask young volunteers to share their experiences; give them a voice – you can expand your reach through their personal network
Have fundraising staff spend more time with young volunteers; treat them like donors
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Final ThoughtsUnderstand the differences
Recognize your unconscious bias
Consider the perspectives of others
Play to generational preferences
Build relationships
Learn from each other!
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Questions/Comments?
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015
Courtney L. De Ronde, CPAAudit PrincipalDirect: [email protected]
TD&T CPAs and Advisors, P.C.1108 Washington StreetPella, Iowa 50219www.tdtpc.com
Generational Quiz Answer Key(from AICPA‐PCPS)
1 D: Millennials (b. 1982‐2001) are accustomed to working in an age of Google, where information is easily accessible, and of having their opinions considered before decisions are made.
2 False: Gen X’ers actually prefer hands‐off management while Millennials want to have a strong relationship with their manager, including plenty of communication and feedback. This may be because Gen Xers were latchkey kids, and had to rely on themselves for answers, while Millennials were raised in family environments that put them at the center of attention.
3 B: Baby Boomers were the first generation to suffer from the corporate downsizings and layoffs that deeply impacted the U.S. in the 1980s.
4 C: While Gen Xers were growing up, all of these American institutions were showing signs of age, and crumbling. This reinforced to Gen Xers that they shouldn’t trust institutions.
5 B: Baby Boomers came of age during a time of drastic upheavals in America’s consciousness of civil rights, computing and expectations for government servants, even the president.
6 C: Gen Xers were the first generation to grow up in households where both parents worked, making them the first generation to wear necklaces to school with keys to their houses on them. These “latch‐key” kids learned to rely on themselves.
7 True: Many Millennials have to complete community service projects before they can graduate from high school, and are choosing service careers, e.g. public service, non‐profits, etc.
8 A: The Silent Generation fought in WWII and Korea. They came of age in a time when “America” was as much an idea as a country, and many laid their lives down (voluntarily) for this ideal. They went on to start and run many companies and institutions with the same command‐and‐control management style they learned in the military.
9 False: Baby Boomers hold these credits. (“DINK” = Dual Income, No Kids)
10 C: Because Gen Xers had multiple jobs in their first few years after college, the American media often portrayed them in this way.
PREPARED BY TD&T CPAS AND ADVISORS, P.C. COPYRIGHT 2015