Every government agency is increasingly worried about one big problem: capturing Baby Boomer knowledge before it walks out the door. At the same time, government training leaders know that new hires have grown up with different learning tools, techniques and technology. How do you bridge what seems like an ever-growing gap in order to transfer critical knowledge and experience from one generation to the next?

1. Genera&on
Switch:
How
to
Transfer
Boomer
Brilliance
to
Tech-­‐Savvy
New
Hires
December
13,
2012
Brought
to
you
by:

2. Housekeeping
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3. Today’s
Speakers
Andrew
Krzmarzick
Community
Manager
GovLoop
Jeffrey
Vargas
Chief
Learning
Officer
Commodity
Futures
Trading
Commission
Lauren
Concklin
Marke8ng
Analyst
General
Services
Administra8on

4. GENERATIONAL SWITCH:
HOW TO TRANSFER BOOMER
BRILLIANCE TO TECH-SAVVY NEW
HIRES!
Company Jeffrey Vargas
Chief Learning Officer,
LOGO Futures Trading Commission
U.S. Commodity

5. GENERATIONAL SWITCH:
*Disclaimer: The following presentation and the content thereof is based on
the opinions and research of Jeffrey Vargas, and do not represent the opinions
of the Federal Government or the U.S. CFTC.
Company Jeffrey Vargas
Chief Learning Officer,
LOGO Futures Trading Commission
U.S. Commodity

6. WHAT’S ON TAP FOR TODAY?
1. Overview of the Four Generations in the Workplace
2. How to Address Knowledge Transfer through
Generational Lens
3. Identify the Role of Technology in Workplace

7. CAVEATS
*Please Note: There will be generalizations made during
the presentation.
Generalizations by definition are not true of everyone, but
provide a useful framework for discussion.

8. WHAT DOES YOUR WORLD LOOK LIKE?

9. PROGRESS DIAGRAM
Traditionalists Baby Boomers Generation X Generation Y
Hello!
Knowledge I will be your
is my boss in a few
currency years, are you
ready?

10. TRADITIONALIST
§ Born before 1944
Knowledge
§ Between 40-50 million
is my
Currency!
§ Less than 10% of the workforce
§ Believers in Organizational Hierarchy
§ Logical and Sequential
§ Believers in Process
§ WYSIWYG’s

11. BABY BOOMERS
§ Born 1946- 1964
§ 78 Million Strong
§ Largest Cohort of Government
Employees
§ Kings & Queens of Political Savvy
§ Lead by “Group Consensus”
§ Challenge Authority
§ Defined by Work, Defined by Past
Accomplishments
§ Competitive
§ Perks are Important

12. GENERATION X
§ Born 1965-1979
§ 50 million
§ Independent Workers
(not tied to Group Think)
§ Distrustful of Organizations
§ Intent on Balancing Work & Life
§ Technologically Savvy
§ Interested in Results over Process
§ Communication Skills Lacking
§ Organizational Truth Tellers
(self appointed)

13. GENERATION Y
§ Born 1979 – 2000
§ 80 Million
- IB Graduate
- Undergrad in 3 yrs.
- Pursuing Masters § Driven, Entrepreneurial &
- Business Owner
- World Traveler
- Great Daughter
Impatient
§ Most Educated Generation
§ Most Technologically Savvy
Generation
§ Most Programmed Generation
§ Lacks Leadership Experience
§ Trouble Dealing with Adversity

14. KNOWLEDGE TRANSFER
CONSIDER LOOKING AT KNOWLEDGE
TRANSFER THROUGH A GENERATIONAL LENS
Challenges?
Opportunities?

15. HOW YOU CAN PROMOTE KNOWLEDGE
TRANSFER FROM BOOMER TO OTHERS
§ Create a culture that celebrates and rewards
the sharing of knowledge
§ Speak to a boomers legacy - not how they
are to help you meet your needs
§ Give boomers credit for “creating” the
knowledge transfer program, let them “own
it” at some level.

16. ROLE OF TECHNOLOGY
§ Game Changer – gives voice to
generation y; meets the educational
desires of all generations.
§ Real-Time Accessibility – Offers
Information that is quick to find, easy to
access, accurate, relevant, enjoyable, and
has great utility.

17. INSIGHTS
Percentage Who Slept with Phones Nearby
Traditionalists
20%
Boomers
50%
Gen X
68%
Millennials
83%
Source: Generational Differences Presentation, Anna Abbey & Sharon Ridings, Environmental Protection Agency,
March 2011 Pew Study, 2010

18. Replicate Skills of Workers
§ Create a knowledge transfer “onboarding”
and “off-boarding” initiative
§ Built a business case for the program using some
of the principles of risk management
§ Invite Generation X to lead it; invite Generation Y
to support it
§ Create/utilize a knowledge transfer system
§ Pilot program, market results – internally/
externally

19. C A S E
Studies

20. Platforms

21. BOLD SUGGESTIONS
§ Meet with your CLO, discuss your
thoughts and ideas regarding knowledge
transfer
§ Be proactive and “test” MOOC (Massive
Open Online Courses); educational
offering through: Itunes University, Khan
Academy, EdX and Cousera
§ Offer to serve in a reserve mentoring role

22. WEBINAR PARTICIPANTS
What Should You:
§ Start Doing
§ Stop Doing
§ Continue to Do

23. Final Thought
Be willing to take the lead, and help create
the change you want to see.
Effective knowledge transfer has to happen
out of want, not just need (your need).
Seek to partner with a boomer and unleash
your true potential – knowledge transfer
always happens in a context of real trust.

24. Online
Learning
is
the
Future
GENERAL
SERVICE
ADMINISTRATION
(GSA)
MODERNIZATION
OF
TRAINING

25. GSA
is
changing
the
way
you
take
training

26. Travel
required

27. Government-­‐wide
Goals
— Expand
Travel
Management
knowledge
— Educate
on
required
travel
regulations,
policies
and
procedures
— Improve
the
use
of
government
mandatory
travel
programs
by
explaining
the
use,
benefits,
selection
processes
and
related
responsibilities
Desired
Outcomes:
— Reduce
travel
mistakes
— Enable
agencies
to
realize
efficiencies
and
savings

28. Old
Processes
New
Processes
Training
registra&on
process
is
manual
and
Training
registra&on
process
is
electronic
paper-­‐based
Student(s)
complete
a
paper
registra8on
Student(s)
complete
online
form
and
submit
form
and
either
fax
or
scan
and
email
the
using
the
state
of
the
art
LMS
system.
form
to
Travel
Training
staff.
Travel
Training
staff
manually
enter
registra8on
data
into
a
legacy
Path
lore
Students
will
enter
any
addi8onal
registra8on
learning
management
system,
an
excel
data
into
the
LMS
solu8on.
Course
counts
and
spreadsheet
mailing
list,
and
update
the
mailing
informa8on
will
be
stored
in
the
LMS.
number
of
students
per
course
in
another
spreadsheet.
Students
will
have
the
op8on
to
make
an
Travel
Training
staff
manually
processes
electronic
check
or
credit
card
payment.
The
registra8on
payment
and
tracks
the
LMS
solu8on
will
work
with
an
e-­‐commerce
payments
in
another
excel
spreadsheet.
solu8on.

29. Old
Processes
New
Processes
Limited
Web-­‐based
Training
Capabili&es
Maximally
Prac&cable
Web-­‐based
Training
Capabili&es
Web-­‐based
training
is
currently
hosted
in
a
separate
learning
management
system:
Training
will
be
hosted,
tracked
and
accessed
OPM’s
LMS.
through
the
LMS
solu8on.
The
LMS
solu8on
will
support
the
training
Travel
training
must
go
through
a
vendor
registra8on
and
record
course
comple8on
to
make
simple
content
updates,
informa8on
(Web-­‐based
courses
will
have
troubleshoot
issues,
and
must
manually
automa8c
comple8on
data
compiled
while
register
students
in
the
OPM
LMS.
instructors
must
enter
comple8on
data
for
students).

30. Old
Processes
New
Processes
Limited
Repor&ng
Capabili&es
Improved
Repor&ng
Func&onality
and
Capabili&es
The
current
legacy
Path
lore
repor8ng
capabili8es
do
not
allow
for
any
meaningful
The
LMS
solu8on
provides
standard
and
custom
repor8ng.
repor8ng
capabili8es.
Data
must
be
manually
extracted
monthly
and
New
repor8ng
func8onality
will
eliminate
manually
cross-­‐referenced
with
our
regional
finance
extracted
reports
and
allow
for
quicker
repor8ng
to
database
to
pull
all
informa8on
together.
regional
finance
database.
New
repor8ng
func8onality
will
eliminate
manually
Financial
tracking
is
manual
and
financial
reports
financial
reports
and
allow
for
streamlined
must
be
manually
reconciled.
reconcilia8on.
Repor8ng
func8onality
will
permit
reports
to
be
Data
repor8ng,
that
connects
which
agencies
are
customized
to
allow
for
reports
by
federal
agency
taking
which
courses
and
contribu8ng
x
dollars
(including
their
enrollment,
courses
taken
and
of
revenue,
is
manual.
contribu8ng
dollars
or
course
fees).
Data
repor8ng
tracking
par8cipant
numbers
for
Automated
data
repor8ng
tracking
by
par8cipant
each
course,
loca8on,
and
quarter
are
manual
numbers
for
each
course,
loca8on,
and
8me
period
and
must
be
compiled
each
quarter/annually.
(quarterly/annually).
Revenue
data
is
manually
tracked.
Revenue
data
more
efficient
with
increased
repor8ng
func8onali8es.

31. Modernization

33. — Kick
off
course:
Travel
Basics:
How
to
obtain
travel
authorization,
how
to
book
my
travel,
and
how
to
complete
a
travel
authorization.
Uses
techniques
borrowed
from
the
video
game
industry
to
engage
learners.
— 2nd
Course
(February/March):
How
to
attend
a
conference:
The
course
is
designed
to
educate
travelers
on
Federal
Travel
Regulations
and
ethical
guidance
as
it
pertains
to
attending
a
conference
on
TDY.

34. Why
choose
GSA
for
Training?
— Over
28
year
of
subject-­‐matter
experience
— One-­‐stop
shop
for
up-­‐to-­‐date
travel
courses
— Transitions
away
from
tools
like
Presenter
and
Captivate
and
moving
towards
Flash
–
interactive
technology
— Introducing
new
materials
and
teaching
techniques
to
move
away
from
outdated
learning
tools

35. GSA’s
new
Training
is
set
to
launch
January
of
2013!