Flexibility: Managements Perspective

1
Flexibility Managements Perspective

• Managers of flexible employees face special
  challenges How do you choose who gets to be
  flexible? How will it impact other employees? How
  do you measure productivity?

Co-sponsored by BPW Foundation, U.S. Department
of Labor-Womens Bureau and Metropolitan
Washington Work/Life Coalition
2
Flexibility Opening Perspective

• Flexibility in the workplace, how its evolved
  from being a program to being the best way to
  do business.
• Changes in working world are driving the need
  traffic and congestion, dramatic boomer
  retirement, shrinking labor pool, etc.
• Business drivers include recruiting and
  retention, productivity, morale, enhanced
  performance, reduced overhead, continuity of
  operations, etc.
• All industries and sectors are examining the best
  ways to implement and measure flex programs.

3
Guest Speakers

• Moderator
• Karen Kerrigan is President CEO, SBE Council
  and Founder, WE Inc.
• Speakers
• Dayna Fellows is the founder and president of
  WorkLife Performance, Incorporated, an
  organization that offers consulting and training
  in work/life benefits, programs, and policies.
• Christine Fossaceca Vice President, Global
  Dependant Care and Flexibility Manager, J.P.
  Morgan Chase.
• Anna Brosche is Shareholder and Chief Operating
  Officer, Ennis, Pellum Associates, CPAs

4
Introduction

• What do managers say are their challenges and
  concerns?
• What are the steps every manager should follow in
  setting up a successful arrangement, e.g.
• Leverage the policy
• Be clear and consistent on eligibility
• Communicate expectations and requirements
• Figure out performance management
• Emphasize meaningful team communication

5
J.P. Morgan Chase

• J.P. Morgan Chase overview sizelarge business,
  business drivers for flex
• How flex is implemented
• How eligibility is determined
• How managers measure performance

6
Ennis, Pellum Associates, CPAs

• From the perspective of a firm owner and a user
  of flexible options
• Ennis, Pellum Associates, CPAs overview
  sizesmall business, business drivers for flex
• How flex is implemented
• How is the concept instilled
• How eligibility is determined
• How managers measure performance

7
QA
Moderator Karen Kerrigan is President CEO,
SBE Council and Founder, WE Inc.
Speakers Dayna Fellows is the founder and
president of WorkLife Performance, Incorporated,
an organization that offers consulting and
training in work/life benefits, programs, and
policies. Christine Fossaceca Vice President,
Global Dependant Care and Flexibility Manager,
J.P. Morgan Chase. Anna Brosche is Shareholder
and Chief Operating Officer, Ennis, Pellum
Associates, CPAs
8
Wrap-Up

• Michael Williams, U.S. Department of Labor

9
Resources

• Resources and Policy Changes Need to Create
  Successful Workplaces -- http//www.bpwusa.org/i4a
  /pages/index.cfm?pageid4944
• Raising Profits and Potential Return on
  Investments for Work-Life Effectiveness,
  Diversity and Workplace Equity--http//www.bpwusa.
  org/i4a/pages/index.cfm?pageid5298
• Families and Work Institute When Work Works
  Flexibility Toolkit http//familiesandwork.o
  rg/3w/toolkit/webpage-toolkit.html
• Tips for Companies http//familiesandwork.org/3
  w/tips/downloads/companies.pdf
• Tips for Supervisors http//familiesandwork.or
  g/3w/tips/downloads/supervisors.pdf
• Tips for Employees http//familiesandwork.org/
  3w/tips/downloads/supervisors.pdf

10
Resources

• Flex Options Project Website Includes a range
  of tools and information for business owners,
  managers and their workforce interesting in
  implementing and enhancing workplace flexibility
  programs. Materials include transcripts of
  national teleconferences featuring leading
  flexibility experts and business leaders a
  useful and information Flex Options Guidebook a
  resource center with links to helpful sites and
  toolkits and best practices for implementing
  flexibility. http//www.we-inc.org/flex.html
• Flex Options PowerPoint Presentation and Talking
  Points Provides an overview of the Flex-Options
  program and flexible work arrangements. The
  slides were developed for use as an informative
  handout, or a projected presentation. Each page
  includes substantial information that may be
  edited to meet the needs of your audience, match
  your presentation style, or accommodate your time
  parameters. Talking points are included in this
  document to guide your presentation.
  
  http//www.we-inc.org/media/Tool20Kit20PowerPoin
  t20Presentation206-12-07.ppt
• Flex Options Resource Center The resource center
  links to sites dedicated to helping business
  owners and their workforce more effectively
  implement and manage flexibility and work-life
  effectiveness issues. http//www.we-inc.org/2071-
  120.html
• The Flex Options Guidebook A comprehensive and
  useful guidebook covering the A to Z for
  starting, managing and improving flexible work
  arrangements. Includes model practices, flex
  templates, tools to get started and more!
  http//www.we-inc.org/flexguide.pdf

11
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