Flexibility: Management’s Perspective

1. Flexibility: Management’s 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-Women’s Bureau and Metropolitan Washington Work/Life Coalition

2. Flexibility: Opening Perspective • Flexibility in the workplace, how it’s 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: size—large 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: size—small business, business drivers for flex • How flex is implemented • How is the concept instilled • How eligibility is determined • How managers measure performance

7. Q&A 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?pageid=4944 • Raising Profits and Potential: Return on Investments for Work-Life Effectiveness, Diversity and Workplace Equity--http://www.bpwusa.org/i4a/pages/index.cfm?pageid=5298 • Families and Work Institute: When Work Works Flexibility Toolkit – http://familiesandwork.org/3w/toolkit/webpage-toolkit.html • Tips for Companies: http://familiesandwork.org/3w/tips/downloads/companies.pdf • Tips for Supervisors: http://familiesandwork.org/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 OptionsPowerPoint 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/Tool%20Kit%20PowerPoint%20Presentation%206-12-07.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. Technical Difficulties? If we experience technical difficulties in the call or webinar portion, do not worry. Simply log back in to the phone and/or webinar site and the even will continue where it left off. • Log into the webinar site at http://www.mmstartvisuals.com/. Input your information into the “Join” option. The participant ID is 1012343. Ensure you put your name in the appropriate space. We’ll use that to chat and ask questions. • Log into the audio portion by calling 1-800-240-3895; Guest Code: 1072519# • Use *6 to mute and unmute your line.