Goals for an engagement study at CapraTek

Prepare 10-12 slides and slide notes that could be presented to the leadership team to explain the goals for an engagement study at CapraTek, the implementation details, and proposed plan to roll it out for all the generations in the workplace. Be sure to read the background for the CapraTek scenario in the interactive learning module for this assessment.
Today's workplaces include employees from four different generations, and each generation has a different set of expectations of how they want to grow, work, and advance in the organization. While many aspects of individual personality have some impact on this, the bigger impacts tend to come from generational variations.
Millennials and generation Z have different expectations of how the organization and their leaders should engage and support them. The old adage of "It's your career and you have to run it" is both dated and inaccurate in the modern age. Most of today's organizations are led by a majority of generation X'ers with some boomers in the leadership or senior roles. In this assessment you are asked to prepare a presentation that looks at employee engagement issues from a generational perspective and what the related resource expenditures would be.
Scenario
The leadership team at CapraTek has agreed that a "pulse" survey would provide much needed information about the specific feelings and concerns from this organization. Ultimately, they will use your presentation of the plan outline to help them decide how to spend the money, time, and resources to conduct an engagement study. CapraTek is an organization that has 360 employees in three research and development divisions across two locations.
CapraTek has had some difficulty in retaining millennial employees at entry and mid-levels in all fields across the organization. The level of satisfaction of the overall boomer workforce is also not as positive as it could be. The HR team has observed that they are not applying for advancement opportunities. This is an area of concern. The HR team doesn't have any specific data on generation X employees. No survey has been done. They are just starting to think about generation Z employees, as the youngest group is just graduating from college. There also seems to be issues with how work areas in the company's spaces are organized, which may have some connection to generational preferences. There is a great deal more unknown information than known information because the company does not have an active survey program.
The current perspective among the executive leadership of the organization is that there are no employee engagement issues or concerns. There have been some comments that HR is not sourcing the best possible candidates for hiring and that is having an impact on retention rates.
Your Challenge
As an HR professional at CapraTek, you have been tasked with preparing 10–12 slides that could be presented to the leadership team about employee engagement issues, the goals for the engagement study, and the likely budget and timeframe, as well as how you will select the best strategy to conduct the engagement study for the different generations in your workplace.
Instructions
Create an effective 10–12 slide presentation deck with detailed presentation notes elaborating on each bullet point that could be presented to a leadership meeting. Your presentation should describe the engagement issues to address at CapraTek, how the engagement research tool will be selected, and the time/budget/plan to implement the engagement research strategy. Include the following in your slide presentation and presentation notes:
• Analyze the current employee engagement situation at CapraTek from observations of the different generations.
• Re-read the previous related material in the course to make observations of the different generations at CapraTek.
o What issues do you see from the employees' perspective?
o What issues do you see from the managers' perspective?
• Define the goals and the purpose of collecting engagement data from employees.
o What is the purpose of collecting engagement data from employees?
o How will the data collected be used to address the engagement issues identified above?
• Analyze the common process in the field for selecting appropriate engagement survey questions and/or selecting the right survey tool.
• Estimate the approximate budget, time, and resources needed to implement an engagement research strategy for CapraTek.
o 360 employees at CapraTek, three divisions, two work sites.
• Describe the overview of the implementation plan for engagement research at CapraTek.
• An effective PowerPoint presentation for this purpose typically includes:
o One title slide, APA formatted.
o 1–2 introduction slides explaining the employee engagement context at CapraTek, taken from the scenario above and the preceding course material.
o 1–2 slides identifying the main engagement issues for the different generations.
o 1–2 slides defining the goals for the engagement study and how the data will be used to address the issues.
o 1–2 slides analyzing the common process for creating or selecting an engagement research tool.
o 1–2 slides with approximate budget, time, and resources needed to implement an engagement research strategy.
o One conclusion slide with an overview of the implementation plan for the engagement research at CapraTek.
o One slide with APA-formatted references.
o Presentation notes under each slide to describe the main points of emphasis.
Submission Requirements
The deliverable for this assessment applies professional skills in Human Resources Management (HRM) to workplace situations you will likely encounter in your day-to-day work in HRM. As part of your learning, we focus on the development of effective professional communication skills for the workplace. Your assessment will be based on the following:
• Length of presentation: Your presentation should include 10–12 well designed slides, with presentation notes, in addition to the resources slide.
• Organization: Make sure that your assessment writing is well-organized, using headings and subheadings to organize content for the audience.
• Number of resources: A minimum of six resources, possibly including one course reading.
• Evidence: Support your thoughts, ideas, and statements with data and in-text citations. Use current APA format for in-text citations and create a reference list at the end of your presentation.
• APA formatting: Resources and in-text citations are formatted according to current APA style and formatting.
• Written communication:
o Convey purpose, in an appropriate tone and style, incorporating supporting evidence and adhering to organizational, professional, and scholarly writing standards.
o Write for a specific audience, using the vernacular of the profession.
o Use spell-check and other tools to ensure correct spelling and grammar.
Scoring Guide Criteria
• Competency 1: Apply models of employee motivation, growth, and engagement in the workplace to create the employee experience.
o Analyze the current employee engagement situation at CapraTek for the different generations.
• Competency 2: Analyze the ways in which culture, employee, and leader behavior impact strategic retention.
o Define the goals and the purpose of collecting engagement data from employees and managers.
• Competency 3: Assess the influence of technology on engagement and retention outcomes.
o Analyze the common process in the field for creating appropriate engagement survey questions and selecting the right survey tool.
• Competency 4: Design practices that impact the employee life cycle and generate positive employee and organizational outcomes.
o Estimate the needed budget, time, and resources to implement an engagement research strategy for CapraTek including an overview of the implementation plan.
• Competency 5: Communicate clearly, accurately, and professionally in the Human Resource Management field.
o Convey purpose, in an appropriate tone and style, incorporating supporting evidence and adhering to organizational, professional, and scholarly writing standards.

Full Answer Section

 
  • Challenge: Each generation has different expectations of how they want to grow, work, and advance in the organization.
  • Opportunity: By understanding and addressing these generational differences, CapraTek can improve employee engagement and create a more productive and successful workplace.
Slide 3: Goals of the study
  • Goal 1: To assess the current level of employee engagement at CapraTek.
  • Goal 2: To identify the factors that are contributing to (or detracting from) employee engagement.
  • Goal 3: To develop recommendations for improving employee engagement across all generations.
Slide 4: Methods
  • Survey: The study will use a survey to collect data from employees about their engagement levels.
  • Focus groups: The study will also conduct focus groups with employees from different generations to get their input on the factors that are important to them.
  • Analysis: The data from the survey and focus groups will be analyzed to identify the key drivers of employee engagement.
Slide 5: Timeline
  • Data collection: The survey will be administered in January 2023.
  • Focus groups: The focus groups will be conducted in February 2023.
  • Data analysis: The data will be analyzed in March 2023.
  • Report delivery: The report will be delivered to the leadership team in April 2023.
Slide 6: Implementation plan
  • Recommendations: The report will include recommendations for improving employee engagement across all generations.
  • Communication: The recommendations will be communicated to employees through a variety of channels, including town hall meetings, email, and intranet articles.
  • Implementation: The recommendations will be implemented over a period of time, with regular check-ins to assess progress.
Slide 7: Benefits of employee engagement
  • Increased productivity: Engaged employees are more productive and more likely to stay with the organization.
  • Improved customer service: Engaged employees are more likely to provide excellent customer service.
  • Reduced turnover: Engaged employees are less likely to leave the organization.
  • Increased innovation: Engaged employees are more likely to come up with new ideas and solutions.
Slide 8: Conclusion
  • Employee engagement is important for all organizations, but it is especially important for organizations with a multigenerational workforce.
  • This study will provide CapraTek with the data and insights it needs to improve employee engagement across all generations.
  • The benefits of improved employee engagement are clear: increased productivity, improved customer service, reduced turnover, and increased innovation.
Slide 9: Call to action
  • I urge you to approve this study so that we can begin to improve employee engagement at CapraTek.
  • Thank you for your time and consideration.
Slide 10: Thank you
  • Thank you for your attention.
  • I would be happy to answer any questions you have.
Slide notes:
  • Be sure to highlight the specific benefits of employee engagement that are most relevant to CapraTek.
  • Tailor the language of the presentation to the specific audience.
  • Use clear and concise language.
  • Use visuals to support your points.
  • Practice the presentation beforehand.
Additional considerations:
  • The study should be designed to be as inclusive as possible, so that all generations feel comfortable participating.
  • The data from the study should be analyzed in a way that is sensitive to generational differences.
  • The recommendations for improving employee engagement should be tailored to the specific needs of each generation.
 

Sample Answer

  Slide 1: Title slide
  • Title: Employee Engagement Study at CapraTek
  • Subtitle: A proposal to assess and improve employee engagement across all generations
Slide 2: Background
  • Introduction: Today's workplaces are increasingly multigenerational, with employees from four different generations working side-by-side.