WorkPrint is a new, landmark approach to career transition where the concept of retirement is no longer a one-time, workplace event that focuses on paycheck replacement. The new retirement leverages work-life balance and wellness initiatives by treating is as a multi-phase journey that:

  • Educates and upskills employees for a more personal and positive transition.
  • Positions employers as thought leaders in the longevity economy.

This new narrative around retirement allows these innovative companies to get rid of old and outdated policies and perks that foster an ageist view of career transition, reduce workplace satisfaction and productivity, and negatively impact talent management.

Until now, there hasn’t been an effective way for employers to address these needs in a cost-effective and meaningful way that aligns with existing corporate culture, mission, and values. This new framework:

  • Enhances intergenerational cooperation and connection
  • Opens up new lines of communication with older workers
  • Retains wisdom workers through strategic initiatives around phased retirement and volunteer mentorship

The program uses aspects of retirement coaching, succession management, and legacy planning to satisfy key psychological factors for employees in transition including a desire to belong, to be recognized and remembered, to make a difference, and to celebrate life.

Through more modern rituals including cohort learning, on demand life-long learning, and virtual meet-ups, retirement becomes a process that honors, embraces, and enhances the transition for both the employee and employer.

| Approach

Four integrated dimensions provide the framework for the program. Pattern disrupting exercises and guided reflection on both personal and career life lays a strong foundation to move participants from success to significance in both their retirement and legacy.

The same metrics that are used to measure employee satisfaction and productivity by employers are used as a basis for a making a retirement decision by employees. Simultaneous declines in these areas can increase interest in a retirement decision.

Purpose

Meaning, engagement and company alignment

Pay

Feeling valued, skilled, and recognized

People

Support, teamwork, connectedness

Professionalism

Competency, professional development, training

Perks

Health care, autonomy, flexibility

Prestige

Identity, affiliation, recognition

| Research

Our research aims to identify the highest needs and best practices for facilitating better transitions and bringing these factors into the retirement planning conversations earlier in order to help people avoid the common traps and pitfalls people fall into.

Making The Case For Better Support
  • 86% of retirees felt that a HR Professional should have helped employees plan for the non-financial aspects of retirement.
  • 61% of pre-retirees feel that a HR Professional should be helping them plan.

Making The Case For New Services
Requests By Retirees
Finding or refining my purpose 54%
Improving my social network 43%
Finding the right volunteer opportunity 42%
Options for phased retirement 30%
Requests By Pre-retirees
Finding or refining my purpose 51%
Finding the right volunteer opportunity 42%
Improving my social network 39%
Exercise routine / classes 39%

Making The Case For Retaining Wisdom Workers
  • 55% of retirees surveyed report loss of purpose or direction as their biggest non financial fear.
  • 45% of retirees expressing a fear or concern for staying relevant, up-to-date, or savvy.
  • 46% of retirees say it is difficult to find volunteer opportunities that interest or engage them.

Making The Case For Ongoing Support & Resources
  • 55% of retirees surveyed report loss of purpose or direction as their biggest non financial fear.
  • 45% of retirees expressing a fear or concern for staying relevant, up-to-date, or savvy.
  • 46% of retirees say it is difficult to find volunteer opportunities that interest or engage them.

| Process

Learning objectives, guided exercises, and support material based on:

  • Behavioral Economics
  • Motivational Interviewing
  • Money Scripts
  • Erikson's mid-life stages
  • Positive Psychology
  • Fixed Vs Growth mindset
  • V.U.C.A
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Retirement Guided Exercises

  • Retirement Perceptions
  • No Regrets Retirement
  • Curious List / Friend List
  • Retirement Well-being

Legacy Guided Exercises

  • Rich Life
  • Given, Giving, Give
  • Legacy Notebook
  • Success To Significance

For more information, please contact
Robert Laura at 248-890-0834 or rl@robertlaura.com