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Title: ISACS Academy for Division Heads


1
ISACS Academy for Division Heads
  • February 5-6, 2009
  • Donna Orem, orem_at_nais.org

2
Agenda
  • Part I The Demographic Landscape
  • Part II The Education Landscape
  • Part III Social Forces
  • Part IV The Changing Workforce
  • Part V Education and Creativity

3
Part I
  • The Demographic Landscape

4
Changing Demographics Key Trends
  • The make-up of the school age population will
    change significantly.
  • Our population will become more and more racially
    diverse.
  • Our population is rapidly aging.
  • Different states will have sharply different
    projected futures.

5
Slower Increase in Enrollment
6
School-age Enrollment Trends by State
  • Increases are projected for 23 states, with
  • increases of more than 15 projected for 2
    states
  • increases between 5 and 15 projected for 11
    states and
  • increases of less than 5 projected for 10
    states.
  • Decreases are projected for 27 states and the
    District of Columbia, with
  • decreases of 5 or more projected for 11 states
    and
  • decreases between 4.99 and 0.1 projected for 16
    states and the District of Columbia.
  • Excerpted from the Projection of Education
    Statistics to 2013, National Center for Education
    Statistics

7
Other Demographic Trends
  • Urban faith-based schooling options have declined
    by nearly 20 percent in 20 years, according to a
    recent report by the White House Domestic Policy
    Council.
  • Nationwide, the number of students enrolled in
    urban religious schools declined by 18 percent to
    about 1.8 million between 1989 and 2006,
    according to data from the National Center for
    Education Statistics, an arm of the Department of
    Education.
  • Of religious institutions, only Islamic and
    Jewish urban schools saw an increase in
    enrollment and total number of schools. More than
    115,000 students are enrolled in urban Jewish
    schools, and more than 13,000 students in Islamic
    schools.

8
Race/Ethnicity Demographic Trends
  • About 65 of Americas population growth in the
    next two decades will be minority, particularly
    from Hispanic and Asian immigrants.
  • Within the 0-24 age-range, the share of Hispanics
    is expected to nearly double in the coming decade
  • from 12 in 1990 to 21 in 2015.
  • This diversity will be unevenly distributed
  • The 65 increase will be absorbed by 230
    counties, with California, Texas, and Florida
    getting about 3/5ths of the increase.
  • Harold Hodgkinson, Center for Demographic Policy

9
Educational Attainment Trends More than
twice as many minority children are projected to
be raised by college-educated parents in 2015
than in 1990.
10
Demographic TrendsCurrent demographics of the US
and independent schools
Sources USA Quick Facts from the US Census
Bureau and NAIS Statistics
11
Demographic Trends in the Midwest School-age Pop
12
Demographic Trends in Chicago-area School-age Pop
Modest decline In school-age pop
13
Demographic Trends in Chicago-area School-age
Pop High Income
Family Income 350K
14
Family Structure Trends
15
Income Trends The Barbell Effect
  • The rich get richer and the poor get poorer.
  • In 2003, the top 20 of households received 49.8
    of the nations aggregate income while the bottom
    20 received only 3.4.
  • Dynamics of Economic Well-Being Movements in
    the U.S. Income Distribution, 1996-1999, U.S.
    Census Bureau

16
December 14, 2007 INCOME INEQUALITY HITS RECORD
LEVELS, NEW CBO DATA SHOWIncomes Rose 180,000
for Top 1 Percent in 2005 But Just 400 for
Middle-Income Households
Excerpted from Center on Budget and Policy
Priorities
17
Shifting Aid Applicant Pool
18
Independent Schools and Affordability
  • How much does a family have to earn to pay your
    tuition?
  • How many families earn that much?
  • How much more does it have to earn to keep pace
    with your tuition change?
  • Does income change that much?
  • How are tuitions changing relative to incomes?

19
Five Trends in Financial Aid Management
  • Pricing out of the market a growing concern
  • Is the pool of full-paying, interested prospects
    drying up?
  • Growing aid budgets but stagnant reach
  • Recipients relatively flat but investment
    growing
  • Shifting consideration of who gets funded
  • Emotional middle class greater priority than
    low-income and statistical middle class one
    20,000 grant vs. five 4,000 grants?
  • Be sure to study economic distribution of whole
    school community
  • Seeking to decrease sticker shock of
    high-income families
  • Merit aid, tuition discount strategies
  • SSS results recalculated or recalibrated
  • Shifting from aid for access to aid for
    affordability
  • As strategy shifts to aid more high-earning
    families, are low-earning families left behind?

20
The Economic Impact
  • The institutions most likely to be affected by
    the economy are schools that
  • Are rural
  • Have a high discount rate (unclear value)
  • Have small endowment (less than three times the
    annual budget)
  • Have chronic debt
  • Have a few unallocated dollars (little liquidity
    or ability to invest in a new initiative)
  • Lack differentiation from competitors
  • Are profoundly tuition-driven
  • Have current students that are disproportionately
    on loan-based aid
  • Have academic programs that are too similar to
    those of major competitors and have a price point
    that is higher than major competitors
  • Excerpted from Wise Moves in Tough Times, Dr.
    Robert Sevier, Stamats

21
Near Term Steps in an Economic Downturn
  • Identify the key metrics that really reveal how
    you are performing in key areas.
  • Reprioritize initiatives. Focus on those
    initiatives that will have the most immediate
    impact on recruiting and fundraising.
  • Budget for a smaller class. It is much better to
    budget for a smaller class now than to cut
    budgets later.
  • If you need to cut or trim a budget, dont be
    fairbe strategic. Use the recouped dollars to
    invest in other programs with greater market
    interest.
  • Work hard to address families concerns and
    issues. Position yourself as a resource and a
    partner.
  • Make sure your campus visit program shines.
    Students seldom attend a school that they dont
    visit or where they had a poor visit experience.
  • Excerpted from Wise Moves in Tough Times, Dr.
    Robert Sevier, Stamats

22
Near Term Steps in an Economic Downturn (cont.)
  • Conduct a tuition pricing elasticity study. These
    studies can pinpoint how planned increases in
    tuition will impact market share.
  • Focus on recruiting and marketing activities that
    you know work. Do not invest in new initiatives
    that will drag resources away from proven
    strategies.
  • Hire and deeply train the best recruiting,
    marketing, and fundraising staff you can. There
    is nothing more helpful than talent.
  • Identify your top four or five competitors and
    gather competitive intelligence.
  • Excerpted from Wise Moves in Tough Times, Dr.
    Robert Sevier, Stamats

23
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24
School Cost Trends The Cost vs. Affordability
High Wire
  • The demand for individualized services has driven
    up tuitions
  • Schools have seen an increase in instructional
    support salaries from 389/student in 1996 to
    893/student in 2006/07.
  • Technology has also become a huge cost driver
  • In 1996, tech expenses per student were 116 and
    in 2006/07, 261.

25
Actions Schools Should Take
  • Subscribe to trend publications
  • The Trend Letter www.trendletter.com
  • Herman Trend Alert http//www.hermangroup.com/tre
    nd_alert_signup.html
  • Stay current on changing demographic data sets.
  • Chart and analyze your schools enrollment
    history. From where do your students come?

26
Actions Schools Should Take
  • Create demographic charts identifying how area
    economic, racial, and age demographics are
    changing.
  • Survey your parents. What are their perceptions
    of the school?
  • Find your niche. What is unique about your
    school? Are all of your communications on message
    and consistent?
  • Research new marketswhat would you have to
    change to attract these markets.

27
NAIS Services to assist you
  • NAIS Demographic Centerhttp//www.nais.org/go/dem
    ographics
  • NAIS SurveyBuilder
  • NAIS Website Resources www.nais.org

28
The NAIS Demographic Center
In November 2006, NAIS partnered with Easy
Analytic Software, Inc. (EASI) to create the NAIS
Demographic Center
29
DEMOGRAPHIC CENTERBasic Reports
  • They include variables such as school population,
    families with children by income, race/ethnicity,
    and educational attainment
  • Types of reports
  • Summary Reports
  • Detailed Reports
  • Multiple Area Reports

30
DEMOGRAPHIC CENTERAdditional Reports for
Advanced Use
  • They include variables such as population,
    households, families, housing, income,
    employment, education, sales, cost of living,
    and/or consumer expenditures.
  • Five types of reports
  • Quick Reports
  • Ring Studies
  • Quick Maps
  • Rank Analysis
  • Profile Analysis

31
What Data Sources are Used?
  • Census Bureau national, local, American
    Community Survey, Current Population Survey,
    special files, etc.
  • United States Post Service current ZIP Codes
    roster ZIP4 Mailable households.
  • ZIP and County Business Patterns
  • FBI
  • National Oceanic and Atmospheric Administration -
    National Climatic Data Center. 
  • United States Department of the Interior -
    Geological Survey - Office of Earthquakes,
    Volcanoes, and Engineering. 
  • Bureau of Labor Statistics - Department of Labor.

32
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33
Study the Changes in School-age Population
34
Study the Changes in School-age Pop by Income
35
Part II
  • The Education Landscape

36
The Brutal Facts
  • In general, family interest in private schooling
    remains favorable, but a weakened ability to
    afford private school tuition may drive down
    demand across the board
  • all private schools remain somewhat vulnerable
    since a sustained economic downturn could also
    dampen private giving and investment income.
    Private K-12 Schools Cope With Stock Market
    Declines and Weakened Economy, Moodys Investors
    Services

37
The Effects of Increased Choice
  • Forecasters predict that the school choice
    movement will continue to grow and gain
    popularity.
  • the percentage of children enrolled in public,
    assigned schools decreased from 80 in 1993 to
    76 in 1999.
  • This was offset by an increase from 11 to 14
    percent in public, chosen school enrollment.
  • Thus, increasingly parents are able to find the
    choice they want within the public school system.
  • Excerpted from Trends in the Use of School Choice

38
The Impact of Home Schooling
  • Home schooling may also have a significant impact
    on independent school enrollments.
  • In 1999, there were 850,000 children
    home-schooled in 2003, 1.1 million and this
    market continues to grow exponentially.
  • In a study conducted by the National Center for
    Education Statistics, it was noted that home
    schoolers more resemble private school families
    than public school families.
  • Source National Center for Education Statistics

39
Why Choose Home Schooling
  • According to the U.S. DOE's Homeschooling in the
    United States 2003
  • 85 percent of homeschooling parents cited the
    social environments of other forms of schooling
    (including safety, drugs, bullying and negative
    peer-pressure)
  • 72 percent cited to provide religious or moral
    instruction
  • 68 percent cited dissatisfaction with academic
    instruction at other schools
  • Other reasons include more flexibility in
    educational practices for children with learning
    disabilities or illnesses, or for children of
    missionaries, military families, or otherwise
    traveling parents.

40
From the February 11, 2007 New York Times
  • The result was the opening of the Western
    Connecticut Home-Schoolers Cooperative,
  • For 40 a child for 12 weeks, the cooperative
    offers 24 classes, taught by parents, ranging
    from Latin, critical thinking, anatomy and SAT
    math, to yoga and exotic animal studies.
  • It is like a small school, only without the
    buses, the backpacks, the chaotic cafeteria or
    standardized tests.

41
Consider
  • Since 1990, Stanfords education program for
    gifted students has been one of those options.
    The university has offered online courses since
    1990, and summer on-campus enrichment programs
    since 2000. Their online high school, which will
    offer a cohesive curriculum, is a natural
    outgrowth of those programs.
  • Full-time students will pay 12,000 a year to
    take classes through the online school, which
    offers courses in such subjects as multivariable
    differential calculus and quantum mechanics.

42
From The Daily News .com
  • As the turn of the millennium approached,
    companies started aiming their sites at the
    younger audience of digital natives. Virtual
    classes for the K-12 set now represent one of the
    fastest growing and most unregulated sectors
    of education.

43
The Competitive Edge? Perceive Above Average
Source HERI First College Year Survey
44
The Competitive Edge? Perceive Above Average
Source HERI First College Year Survey
45
Actions Schools Should Take Get the Data
  • Know what the school choice options are in your
    area.
  • Conduct admission polls to find out where
    applicants go if they dont accept your
    invitation of admission find out why they made
    the choice they did.
  • Survey your alumni (particularly college-age) to
    get hard data on outcomes.
  • Survey your parents to assess their level of
    satisfaction most schools get the majority of
    their inquiries from word of mouth. You want
    positive buzz in your community.

46
NAIS Services to assist you
  • NAIS SurveyBuilder
  • NAIS Website Resources www.nais.org

47
NAIS SurveyBuilder
  • Current Tools Available
  • Parent Satisfaction
  • College-age Alumni Outcomes
  • Board Self-assessment
  • Head of School Evaluation

48
Welcome Screen
49
Create Survey
50
Add Your Own Questions
51
Alumni Survey
52
Store and Add Mailing Lists
53
Online Help Files
54
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56
Part III
  • Social Forces

57
The Changing Consumer Seeking Transparency
  • In reaction to the corporate misdeeds of Enron,
    WorldCom, and others, ethical financial
    accountability will become standard business
    practice.
  • The Sarbanes-Oxley Act of 2002 will soon be
    followed by legislation governing nonprofit
    business practices.
  • In addition to government, the public, parents,
    board members, and other constituency groups will
    demand that schools provide more transparent
    financial reporting and more data.

58
The Changing Consumer Gen Xers
  • Some characteristics of Gen Xers
  • Are children of divorce. 40 have grown up in
    single parent families. As a result, they want a
    rich family life. While financial success is
    important, personal lives take precedence.
  • Have spent more time watching television than
    going to school.
  • Have an unrelenting desire to use and learn more
    about leading edge technology.
  • Are enrolling in college in ever-increasing
    numbers, but graduation rates remain unchanged.
  • Are procrastinators, postponing commitments in
    order to continue to evaluate options.
  • Are a racially diverse group.
  • Will pick up and leave a job that does not
    satisfy them.

59
And Not too Far Around the CornerThe Millennials
  • Greater respect and celebration of diversity.
  • A greater desire for a balanced life.
  • Politically tends to be non-aligned and make
    choices based on evidence and argument rather
    than party affiliation.
  • A clear and sustainable optimism for their future
    combined with high expectations for themselves.
  • A greater commitment to civic involvement.
  • A generation that is evolving a new ethic around
    respect for intelligence, talent, inclusivity and
    the individual. They are, notably a very direct
    generation.
  • Their learning styles are more diverse.
  • As for social values they appear to be developing
    a model of interaction that is both adaptive and
    flexible while preferring team and collaboration
    modes in their work. Working alone or silently
    is not an overall strength.

60
The Changing Consumer Women as Buyers
  • According to market guru Tom Peters
  • Start with women. They buy everything. Consider
    these stats from the US,UK, Canada, Australia,
    and New Zealand. Womens share of purchases
  • Home furnishings ...94
  • Vacations ... 92
  • Houses ... 91
  • D.I.Y. (major home projects) ...80
  • Consumer electronics ...51 (66 home computers)
  • Cars ... 68
  • All consumer purchases ...83
  • Bank account ... 89
  • Household investment decisions ...67
  • Small business loans/biz starts ... 70
  • Health care ...80
  • Excerpted from Everything You Need to Know About
    Strategy A Bakers Dozen Eternal Verities by
    Tom Peters

61
The Changing Consumer What Attracts Parents to
Independent Schools
Source 2003 NAIS Parent Survey
62
What Education Consultants are Seeing Now
  • In the past six months, 40 of responding
    education consultants saw a decline in interest
    in independent education
  • 80 say families are greatly concerned about
    being able to finance an independent education
  • 80 say that families are considering other
    educational options in addition to independent
    schools
  • 56 say that grandparents are financing or
    helping to finance their grandchildrens
    education
  • NAIS School Search Trends Survey 2009

63
What Education Consultants are Seeing (cont.)
  • 50 say that families are considering independent
    school for high school only
  • Nearly 50 say that high income families, who in
    the past would not consider financial aid, are
    now requesting it
  • NAIS School Search Trends Survey 2009

64
What Independent Schools Need to do Now
  • Reduce cost (I know, easier said than done),
    even a little. Tighten up on control of drugs and
    alcohol. Be sure to provide the individual
    attention and support that you advertise.
  • Address the needs of bright, quirky, socially
    challenged kids. Decrease the academic
    competition and college stress. Most parents I
    work with are looking for a safe, nurturing
    environment that encourages a love of learning
    through Process not Product.
  • NAIS School Search Trends Survey 2009

65
Changing Opinions Public Opinion Poll 2006
  • Whats important to the public?
  • Providing a safe environment
  • Employing high quality teachers
  • Maintaining discipline
  • Keeping students motivated/enthusiastic about
    learning
  • Climate that says its okay to excel
  • Preparing students academically for college
  • Encouraging parents participation

66
Changing Opinions Public Opinion Poll 2006
  • In what areas does the public think that
    independent schools excel?
  • Safe environment
  • Preparing students for college
  • Climate that says its okay to study and excel
  • Maintaining discipline
  • Encouraging parents participation
  • Small class sizes
  • Using computers/tech to enhance learning
  • High-quality teachers
  • Individualized attention
  • Offering opportunities to be leaders
  • Keeping students motivated about learning

67
Changing Opinions Public Opinion Poll 2006
  • In what areas does the public think that
    independent schools dont meet expectations?
  • Preventing drug and alcohol use
  • Music and arts programs/curriculum
  • Having students involved in community service
  • Involving students in athletics and sports
  • Attending to the needs of students with learning
    disabilities
  • Having students drawn from a range of cultures/
    races and income groups

68
Changing Consumers Gen X Parents
  • Gen X parents with young children are most
    concerned about
  • Development and opportunity emphasis on finding
    a school that offers a variety of activities and
    classes. They want schools to engage their
    children, and expose them to many things.
  • Safety concerns need to see that schools will
    keep their children safe from accidents, bullies,
    or other dangers
  • Too much selectivity, academic rigor, and
    standardized testing concerned that putting too
    much pressure on their children will teach them
    to dislike school
  • NAIS Special Population Research, April 2006

69
Changing Consumers Parents of Older Children
  • Parents with older children are most concerned
    about
  • Rigorous academics look for middle and high
    schools that provide the necessary skills to
    prepare their children to be accepted into
    college and have a career such as gifted
    programs and AP classes
  • Safety concerns concerned about safety, but the
    issues are different and include social dangers
    such as drugs, gangs, and sex
  • NAIS Special Population Research, April 2006

70
Changing Consumers African-American Parents
  • African-American parents are most concerned
    about
  • Providing opportunity use the term opportunity
    and say they want schools to open doors for their
    children and help them succeed in life
  • Economic and racial diversity have practical
    concerns that their children will be isolated in
    majority Caucasian schools
  • Before and after school care single parent and
    dual income families in all the groups say that
    before and after school care is important, but
    the sentiment is most concentrated in the
    African-American groups
  • Standardized testing are wary of standardized
    testing they feel the tests are not always
    accurate representations of their childrens
    abilities
  • Religious affiliations say they would prefer
    some religious influence in their childrens
    education
  • NAIS Special Population Research, April 2006

71
Changing Consumers Hispanic Parents
  • Hispanic parents are most concerned about
  • Rigorous academics see a challenging curriculum
    as a key to better prepare their children for
    later life
  • Emphasis on moral values and community service
    say that it is important for schools to support
    and supplement the moral values taught at home
  • Economic and racial diversity would like their
    children to be in diverse schools, but not if it
    means lowering standards
  • Standardized testing are also put off by an
    emphasis on standardized testing
  • NAIS Special Population Research, April 2006

72
Changing Consumers Asian Parents
  • Asian parents are most concerned about
  • Reputation of the school think that a good
    reputation represents a composite of all the
    other factors they value such as rigorous
    academics, attentive teachers, etc
  • Allowing ones child to be her/himself want a
    school that helps their children develop in their
    own fashion however, they do not want a school
    that allows lax discipline or the children to
    run wild
  • NAIS Special Population Research, April 2006

73
Changing Consumers On What They All Agree
  • There are two principles that the parents in our
    research indicate they most want to find in
    schools for their children
  • nurturing critical thinking, intellectual, and
    personal growth and
  • attending to the childs own particular needs
  • NAIS Special Population Research, April 2006

74
Changing Consumers Why Some Wont Choose
Independent Schools
  • Economic and racial diversity say that
    independent schools are too often homogenous
    institutions
  • Real world experience say that the lack of
    diversity in independent schools is a problem
    because it does not give their children real
    world experience
  • Elitism say that independent schools, both
    institutionally and their student body, are
    insulated, elitist and condescending
  • NAIS Special Population Research, April 2006

75
Changing Donors What They Seek
To raise money from the 21st Century donor
effectively the successful 21st Century Charity
will need to 1. Become as distinct,
competitive, and appealing as the best commercial
brands. 2. Demonstrate and communicate
value-for-money and impact, so that donors can
see how their contribution makes a difference. 3.
Engage donors by motivation and giving
products, as much as on the basis of demography
and wealth. Donors like and respond to
opportunities to give where the price, the
rewards, the package and the relationship are all
clearly set out. 4. Offer a wider choice of
giving products which match donors motivation.
Excerpted from The 21st Century Donor, Joe
Saxton, Michele Madden, Chris Greenwood Brian
Garvey, September 2007
76
Changing Donors What They Seek
5. Blur the boundaries between giving and living
create more active and rewarding lifestyle
events, from fun runs to peak challenges. 6. Make
donors stakeholders, with a real say in how they
give and how their money gets spent. 7. Stress
what a donor can expect out of the giving
experience this might be about the emotional
return of giving, the recognition process or the
involvement. Excerpted from The 21st Century
Donor, Joe Saxton, Michele Madden, Chris
Greenwood Brian Garvey, September 2007
77
Changing Donors What They Seek
8. Appeal intensely to specific, defined target
audiences. A lukewarm appeal to the general
public is worth far less than a burning passion
amongst a key demographic or attitudinal
group. 9. Woo more big givers, corporate and
individual, via the offer of recognition and the
opportunity to change both their own lives and
the lives of beneficiaries. 10. Integrate the
experience of giving time, money or activism so
as to retain loyal supporters able to give
different things at different life stages.
Excerpted from The 21st Century Donor, Joe
Saxton, Michele Madden, Chris Greenwood Brian
Garvey, September 2007
78
Changing Donors Patterns of Giving
  • Researchers at Indiana University Center on
    Philanthropy analyzed data from 10,000
    individuals, 80 of whom had given to charity.
    They represented five generations great (born
    before 1929), silent (born 1929-1945), boomer
    (born 1946-1963), generation X (born 1964-1981),
    and millennial (born since 1981).
  • The scholars found that the amount people give
    rise along with their income, levels of
    education, and frequency of attending religious
    services. The age of donors didnt matter at all.

79
Actions Schools Should Take Now
  • Change your marketing approach to accommodate
    different cultural and social nuances of a
    changing population. Market now for tomorrow.
  • Be much better and consistent about reporting on
    your product. Refine your value proposition.
  • Conduct research to track your alumni. This
    research will help you market your school,
    measure the effectiveness of your programs, and
    provide data to respond to requests for academic
    accountability.
  • Go digging in your database Segment your donors
    by generation and giving patterns investigate
    what may be affecting donor loyalty at your
    school.

80
NAIS Services to assist you
  • NAIS Public Opinion Poll
  • NAIS Parents Guide
  • StatsOnline
  • NAIS Website Resources www.nais.org

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84
Part IV
  • The Changing Workforce

85
Trends Driving the Workforce
  • From SHRM Workplace Forecast
  • Aging of workforce will Baby Boomers retire or
    pursue second careers after retirement?
  • Growth in the number of workers with eldercare
    responsibilities
  • Growth in the number of employees with childcare
    responsibilities
  • Generational issues
  • Work/life balance especially important to Gen X
    and Y

86
Trends Driving the Workforce
  • Labor/Skills shortage
  • By 2012, 21 million new jobs expected but only 17
    million new workforce entrants (Bureau of Labor
    Statistics)
  • Employee demand for flexible work schedules
  • Switch from career employees to contract workers
  • Employee turnover is up, with all indications
    pointing to increasing movement

87
The Economys Effect on the Workforce
  • Top 10 New Trends
  • 1. Certain skill sets will continue to be in
    short supply.
  • 2. Some employers will make serious mistakes
    (most notably by laying off talent), threatening
    their survival.
  • 3.  Fear and apprehension are reducing
    productivity.
  • 4.  Increasing insurance costs will motivate
    employers to invest more in wellness.
  • 5.  Strong retention in the face of increasing
    anxiety may lull employers into thinking they
    dont have retention issues.

88
The Economys Effect on the Workforce (cont.)
  • Top 10 (cont.)
  • 6.  More attention to succession planning is
    critical.
  • 7.  Wise companies will use this time well to
    build bench strength that is invest in training
    for their staff, particularly leaders.
  • 8.  More "Home Sourcing to maintain control and
    reduce expenses.
  • 9.  Employers will find low-cost ways to add
    value and make staff feel appreciated.
  • 10. Older workers will be particularly valued
    this year we will see a return of retirees.

89
Who are our Workers?
  • Generation
  • Baby Boomers
  • Gen X
  • Gen Y/Millennial

My Career Self Worth One part of me Opportunity
to add value and contribute
90
Comparisons Across Generations
91
Working w/the Millennial
  • According to JobFox CEO Rob McGovern, there are 4
    "major motivators" for Millennials at work
  • Balancethe Millennials do not embrace the value
    of the Boomer-created nine-to-five work week.
    They work best when they can set their own hours.
  • Leading edgeMillennials understand that
    technology is changing rapidly. If companies do
    not provide new learning experiences they will
    see this generation seeking job opportunities
    elsewhere.
  • SeniorityThey do not want to be treated "as
    junior anything". Millennials want to begin
    contributing right away. Companies must do a
    better job of helping younger workers see how
    their work is vital.
  • StabilityGen Y workers can be loyal team players
    as long as they can balance work and life goals,
    gain new learning opportunities, and feel like
    they are supporting company goals.

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What Flexible Arrangements are Important to the
Workforce?
  • Job sharing
  • Onsite daycare
  • Teleworking
  • Part-time schedules
  • Summer hours
  • Flex schedules
  • Compressed work week

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Trends Driving Teaching Profession
  • Within this decade, U.S. schools will hire over
    two million new teachers to serve a growing
    number of students and replace a large cohort of
    retiring teachers. Evidence of high attrition
    rates among new teachers suggests that retaining
    a high quality teaching force will be a
    challenge.
  • The Next Generation of Teachers Project, Harvard
    University

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Trends Driving Teaching Profession No Longer a
Life-long Calling
  • Many new teachers approach teaching tentatively
    or conditionally
  • Few plan to make teaching a lifelong career.
  • For those who envision short-term careers,
    well-designed alternative routes to teaching and
    support at the school site might ensure that they
    enter and remain in teaching.
  • The Next Generation of Teachers Project, Harvard
    University

95
Trends Driving Teaching Profession Generational
Differences
  • Teachers in the new generation look for
  • frequent feedback on their performance
  • opportunities to work with, instead of next to,
    other people
  • opportunities to strengthen their skills (note
    they expect to be rewarded when they improve and
    are less likely than their predecessors to resist
    such policies as differentiated pay)
  • The Next Generation of Teachers Project, Harvard
    University

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Trends Driving Teaching Profession Compensation
  • While some report that they could afford to teach
    and live comfortably, the majority describe tight
    financial circumstances. They suggest that pay
    would significantly affect whether they would
    stay in teaching.
  • The costs of housing, particularly in urban
    areas, is becoming a major disincentive to
    entering or staying in the profession.
  • Barely Breaking Even Incentives, Rewards, and
    the High Costs of Choosing to Teach by E. Liu, S.
    M. Kardos, D. Kauffman, H. G. Peske, S. M.
    Johnson,

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Actions Schools Should Take
  • Study recruitment and retention statistics for
    your school. Identify patterns both positive and
    negative. Develop strategies for addressing
    issues.
  • Offer faculty and staff a flexible workplace.
    Teleworking, part-time schedules, and job-sharing
    can help you recruit and retain faculty and
    staff.
  • Keep current with benefit trends particularly
    understand what different generations seek in a
    benefit package. Study benefit trends in both the
    for-profit and nonprofit sectors in your
    community. You will be competing against both for
    staff in the future.

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NAIS Services to assist you
  • Faculty Recruitment and Retention
    Researchavailable to member schools via NAIS
    website
  • NAIS Career Centerhttp//www.nais.org/career/inde
    x.cfm?Itemnumber145863
  • NAIS Website Resources www.nais.org

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And.. A few parting words
  • Excellence can be attained if you care more than
    others think is wise,Risk more than others think
    is safe,Dream more than others think is
    practical, andExpect more than others think is
    possible.
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