ILPO55 Questionnaire over 55


ILPO55 project is a three-year European project, funded with the support of the European Commission that aims at creating an Intergenerational Learning Partnership (ILPO55) that will support the employability and reduce the skills mismatch of over 55 employees from the Financial Services Sector and new/existing employees.

The following questionnaire aims at analyzing the possibilities of intergenerational knowledge and experience cooperation in the Financial Services Sector between three cohorts of ages (under 35, between 35 and 55, and over 55).
In the current changing professional, economic and social environment, age management strategies can contribute to recognizing skills and transferring of work-based competencies from the employees who are ‘over 55’ to the younger generations, exchanging of competencies and increasing efficiency and motivation.

We kindly ask you to provide us with your views as to know how older and younger generations can share skills, knowledge and experience with staff or colleagues and how your organisation approaches intergernerational sharing of knowledge and best practice.

For further specific information on the ILPO55 project, please check our website at: http://www.ilpo55.eu/ 
From part A to E are closed questions and part F is a combination of open and closed questions. The questionnaire takes a total time of 15-20 minutes. The rating of the closed questions is from 1 to 5, when 1 is low requirement of the skill/statement and 5 is high requirement of the skill/statement.

All data gathered will be treated confidentially.

The questionnaire consists of the following parts:

Part A) MANAGEMENT SKILLS
Part B) TECHNICAL SKILLS
Part C) SOCIAL SKILLS
Part D) PERSONAL SKILLS
Part E) INFORMATION AND COMMUNICATION TECHNOLOGIES SKILLS
Part F) INTERGENERATIONAL ACTIVITIES



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GENERAL INFORMATION
Please provide the following information:
a) Position/job title:
b) Gender:
c) Country where your institution is based:
d) What type/sector of organisation you work in:
e) Education background:
f) Experience in the company:
PART A –MANAGEMENT SKILLS
What are the skills that you can learn from <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Strategic planning and formulation
Strategy implementation
Delegation of tasks to teams and individuals
Performance management in terms of planning, conducting, follow up and assessment
Environmental scanning and analysis for decision-making
Managing internal and external relationships with key stakeholders
Change management
Risk identification and management
People Management
Cultural diversity Management
Financial management
Conflict management
Time management
Others
Clear selection
What are the skills that you can give guidance on <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Strategic planning and formulation
Strategy implementation
Delegation of tasks to teams and individuals
Performance management in terms of planning, conducting, follow up and assessment
Environmental scanning and analysis for decision-making
Managing internal and external relationships with key stakeholders
Change management
Risk identification and management
People Management
Cultural diversity Management
Financial management
Conflict management
Time management
Clear selection
PART B – TECHNICAL SKILLS
What are the skills that you can learn from <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Technical banking skills
Other financial services skills (excluding banking)
Strategy formulation and implementation
Market and competitor analysis
Project development
Planning
Assessing financial products/services
Budgeting
Reporting
Quality
Conducting meetings
Key performance indicators/criteria for definition and analysis
Key performance indicators/criteria for monitoring
Customer oriented
Clear selection
What are the skills that you can give guidance on <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Technical banking skills
Other financial services skills (excluding banking)
Strategy formulation and implementation
Market and competitor analysis
Project development
Planning
Assessing financial products/services
Budgeting
Reporting
Quality
Conducting meetings
Key performance indicators/criteria for definition and analysis
Key performance indicators/criteria for monitoring
Customer oriented
Clear selection
PART C – SOCIAL SKILLS
What are the skills that you can learn from <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Dialogue and persuasion capacity
Capacity of building sensemaking
Organizational awareness
Relationship building and Networking
Impact and influence
Assertiveness and use of positional power
Leading, developing and managing people
Team leadership
Social commitment
Market orientation
Awareness of Environmental Issues
Participation in Cooperation Programmes
Clear selection
What are the skills that you can give guidance on <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Dialogue and persuasion capacity
Capacity of building sensemaking
Organizational awareness
Relationship building and Networking
Impact and influence
Assertiveness and use of positional power
Leading, developing and managing people
Team leadership
Social commitment
Market orientation
Awareness of Environmental Issues
Participation in Cooperation Programmes
Clear selection
PART D – BEHAVIOURAL SKILLS
What are the skills that you can learn from <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Self-control and confidence
Consistency
Flexibility
Organizational commitment
Analytical thinking
Conceptual thinking
Initiative
Interpersonal understanding
Understanding of the organization
Achievement orientation
Team working and collaboration
Concern for order, quality and accuracy
The capacity to search for information
Time management
Emotional Intelligence
Stress Management
Clear selection
What are the skills that you can give guidance on <35 professionasl in your sector?
1 - Low
2
3
4
5 - High
Self-control and confidence
Consistency
Flexibility
Organizational commitment
Analytical thinking
Conceptual thinking
Initiative
Interpersonal understanding
Understanding of the organization
Achievement orientation
Team working and collaboration
Concern for order, quality and accuracy
The capacity to search for information
Time management
Emotional Intelligence
Stress Management
Clear selection
PART E – INFORMATION AND COMMUNICATION SKILLS
What are the skills that you can learn from <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Office tools
Presentations with new PPT social tools
eLearning
Advanced excel tools
Social media tools
Videostreaming
Verbal communication
Non Verbal communication
Written communication
Smart tools
Communication tools: Skype, others
Clear selection
What are the skills that you can give guidance on <35 professionals in your sector?
1 - Low
2
3
4
5 - High
Office tools
Presentations with new PPT social tools
eLearning
Advanced excel tools
Social media tools
Videostreaming
Verbal communication
Non Verbal communication
Written communication
Smart tools
Communication tools: Skype, others
Clear selection
PART F – INTERGENERATIONAL ACTIVITIES
Have you ever participated in intergenerational activities in your company? Specify what type activities where organised
Clear selection
Explain briefly
Is there any welcome plan in your company that includes mentoring and/or training?
How relevant and useful would you find the following types activities to ensure intergenerational knowledge transfer and cooperation
1 - Low
2
3
4
5 - High
F2f Training courses
Online Training courses
Mentoring
Coaching
Social Activities
External intergeneration activities (cooperation)
Job shadowing
Clear selection
What impact/benefit/motivation can you obtain/did you obtain in sharing knowledge and experience with and elder/younger generation?
1 - Low
2
3
4
5 - High
Being useful
Prestige
Career development
Sharing experiences
Clear selection
Please, provide any comments that you wish to add, which have not been addressed within the survey.
Thank you for your collaboration!
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