Introduction

HR professionals are more often being included in leadership  discussions for organizations. Sharing information and recommendations  about employee engagement and development is part of your role as a  trusted stakeholder. This assignment gives you the opportunity to  practice creating a thoughtfully designed PowerPoint presentation that  you could use to present data and recommendations to the leadership team  at CapraTek.

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  midlevels in all fields across the organization. Also, the level of  satisfaction of the overall Boomer workforce is 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 does  not 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 our work areas in the company spaces are organized,  which may have some connection to generational preferences, but we are  not sure. There is a great deal more information that we don’t know  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,  the likely budget and time frame, 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 weekly introductions and discussions from the first six  weeks of the course to make observations of the different generations at  CapraTek.
  • What issues do you see from the employees’ perspective?
  • What issues do you see from the managers’ perspective?
• Define the goals and the purpose of collecting engagement data from employees. 
  • What is the purpose of collecting engagement data from employees?
  • 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. 
  • 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: 
  • One title slide, APA formatted.
  • One or  two introduction slides explaining the employee engagement context at  CapraTek, taken from the scenario above and the first six weeks of  weekly introductions and discussions.
  • One or two slides identifying the main engagement issues for the different generations.
  • One or two slides defining the goals for the engagement study and how the data will be used to address the issues.
  • One or two slides analyzing the common process for creating or selecting and engagement research tool.
  • One or two slides with an approximate needed budget, time, and resources needed to implement an engagement research strategy.
  • One conclusion slide with an overview of the implementation plan for the engagement research at CapraTek.