ICAA's Guidelines for effective communication with older adults

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ICAA's Guidelines for effective communication with older adults
ICAA’s
                                     Guidelines
                                     for effective
                                     communication
                                     with older adults

1   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
ICAA’s Guidelines for effective                       is an overview of key philosophies to
    communication with older                              guide decision-making about attitudes,
    adults                                                words and images. Part I is a useful
                                                          tool because it brings together in one
    An overarching goal of International                  place the style guides, opinions and
    Council on Active Aging’s Changing                    research of multiple organizations
    the Way We Age® Campaign is to                        and shareholders, anchored in the
    shift society’s perceptions of aging. As              experiences and viewpoints of ICAA’s
    part of the campaign’s “Rebranding                    leadership, advisors and members.
    Aging” objective, ICAA’s guidelines                   Part II will provide more specific
    for effectively communicating to, and                 recommendations for messaging and
    about, the aging population is a tool                 print. Part III will concentrate on
    that can be used to promote a more                    phrasing and approaches when speaking
    realistic and complete picture of what it             in person with one or more individuals.
    means to become and be old in North
    America.                                              As the guidelines state, language is fluid
                                                          and dynamic, as are the images and
    People communicate to share their                     gestures used to communicate. As the
    thoughts and perspectives—and often                   association that has been defining and
    to inform, convince or persuade others.               leading the active-aging industry since
    Speech, imagery, body language,                       2001, ICAA will continue to provide
    writing, hand movements and art                       the resources that enable professionals,
    are popular tools for communicating                   peers, family members and friends to
    messages. Just as the population of                   effectively identify and respond to the
    people 50 years or older is highly                    needs, dreams, desires, capabilities and
    diverse, so are the groups of people who              expectations of burgeoning numbers of
    communicate with them: marketers                      older people.
    and advertisers; professionals working
    in health promotion, senior living and                Changing the Way We Age® Campaign
    social services; teachers and program                 www.changingthewayweage.com
    leaders; family members; health care
    providers—not to mention peers and
    friends.

    Recognizing the need to match
    communication with purpose, ICAA’s
    guidelines are structured for multiple
    groups of users. “Part I: Guidelines for
    accurately representing older adults”

2   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
International Council on                              Copyright International Council on
    Active Aging (ICAA)                                   Active Aging, 2011

    The International Council on Active                   The International Council on Active
    Aging® is the professional association                Aging is making these guidelines
    that leads, connects and defines the                  available free of charge to organizations
    active-aging industry. ICAA supports                  and individuals. When using and/or
    professionals who develop wellness                    referring to them in print or on the web,
    facilities, programs and services for                 please use the following citation:
    adults over 50. The association is
    focused on active aging—an approach                   ICAA’s Guidelines for effective
    to aging that helps older adults live as              communication with older adults.
    fully as possible within all dimensions               Published June 2011 by the
    of wellness (i.e., physical, social,
                                                          International Council on Active Aging.
    environmental, vocational, intellectual,
    emotional and spiritual)—and                          Available at:
    provides its members with education,                  www.changingthewayweage.com
    information, resources and tools.

    www.icaa.cc
    866-335-9777
    604-708-4464

3   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
Part I: Guidelines for accurately
    representing older adults
    1. Basic language and imagery                         Is there a single word or phrase to
    strategies                                            describe the population of people 45 or
                                                          50 years and older? The short answer is,
    Avoiding bias in language is always a                 no. There is no single word or phrase
    good practice. Negative stereotypes                   that can possibly describe the diversity
    exist of people solely because of gender,             of the 40.2 million people ages 65
    ethnicity, age, religion and other blind              and older (2010) and the 55.2 million
    categorizations. The stereotypes promote              people ages 50-64 years old (2008)
    prejudice rather than explain behaviors.              living in the US, or the millions living
                                                          in every other country.
    Ageism refers to discrimination against
    persons because of their age, and implies             Life expectancy is increasing, which
    the tendency to regard older people as                means that within the population of
    unworthy and debilitated.                             people 50 years and older, there are
                                                          arguably five generations. Gerontologists
    Avoiding ageist stereotypes in language               may refer to these generations as middle
    is in the best interests of consumers and             age (45 to 64 years), young-old (65 to
    professionals because:                                74 years), middle-old (75 to 84 years),
                                                          old-old (85 to 99 years) and oldest-
    •   Ageist stereotypes by their nature are            old (100 years or more). A generation,
        inaccurate.                                       or age cohort, is simply the group of
    •   Stereotypes offend the populations                people who share the same birth years.
        you are attempting to reach, thus                 Clearly, each generation will have
        negating your message.                            different values and perspectives because
    •   Ageist language promotes cultural                 each is composed of individuals who
        bias against older adults, which is               are guided by heredity, culture, political
        counterproductive.                                events and many other influences
    •   No one can say when a person                      besides year of birth.
        becomes “old.”
    •   Age alone does not describe a                     Multiple professional organizations have
        person, behavior or action.                       sought to examine the stereotypes of older
                                                          ages and recommend approaches that
    It’s no surprise that there are so many               avoid perpetrating ageist language and
    questions being asked about what to call              imagery. Style guides from The Associated
    people who are over 45 years old, and                 Press and American Psychological
    that there are as many opinions on the                Association and The Chicago Manual of
    topic as there are about politics. Our                Style state that stereotypes of any person
    society craves sound bites to describe                based on age, gender, ethnicity, religion
    large and complex concepts, and seeks                 or other supposed descriptor should be
    a single word or phrase to convey                     avoided. This admonition is part of the
    substantial meaning.                                  codes of ethics of journalism societies,
                                                          the American Marketing Association and
                                                          many newspapers.

4   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
In reporting on older adults, or                      Key points
    developing marketing messages,
    unconscious attributes of ageism can                  Effective messages appeal to a life
    appear despite the best of intentions.                stage. For example, appeal to an
    It is appropriate to pause and consider               anniversary, or relocation or change from
    unconscious stereotypes on the part of                prior profession to new profession, or the
    the writer, including a potential bias of             birth of a grandchild.
    omitting key groups or people because
    of a stereotype.                                      Effective messages appeal to a need
                                                          or interest. Functional ability, attitude
    The International Council on Active                   and behavior are far more critical than
    Aging has reviewed guidelines                         chronological age when describing an
    published by other organizations,                     incident or constructing messages.
    searched language guides and tapped
    the opinions and recommendations                      “Old” words have new meanings
    of leading experts in active aging.                   that must be defined. Terms that are
    The consensus of the individuals and                  so familiar they are part of the national
    organizations who work directly with                  vocabulary carry new meanings. For
    older adults of all ages and cultures, are            example, the word “retirement” formerly
    gathered here to help you choose the                  meant leaving a job one held for one’s
    wording and messages that will best                   working life and, with a guaranteed
    reach your audience.                                  pension for income, sitting in a rocking
                                                          chair. Today, “retirement” often means
    Guiding principles                                    either finding (or creating) a new job,
                                                          working full or part time as a volunteer
    •   There are no “bad” words, but there               and engaging in personal interests. The
        are words that will not be successful             concept of “retirement” has changed, and
        in attracting and representing older              so the meaning of the word has changed.
        adults.
    •   There are no “bad” images, but                    Age alone is not a reason or need, but
        there are images that stereotype                  it may be a point of entry. For example,
        and inappropriately portray the                   the ability to vote requires an age of 18,
        incredible range of individuals in                but 18 does not describe the reasons why
        the “older” age cohorts.                          a person votes. Age 55 may be required
    •   The more language and imagery                     to rent an apartment in an age-qualified
        reflects the needs or wants of people             community, but age 55 does not describe
        being targeted, the more successful               a person’s interests, economic status or
        the communication.                                motivators for renting in that particular
                                                          place. When age is relevant, use specific
    The goal is to be inclusive.                          ages. For example, the ability to draw
                                                          Social Security at ages 62 or 67 or the
                                                          ability to reside in an age-qualified
                                                          community at age 55.

5   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
The problem is the problem; age is                    older adults don’t perceive themselves
    not the problem. Simply knowing that                  as being old enough to benefit from
    a given problem is associated with older              the center. If older adults don’t think of
    populations is not a reason to assume                 themselves as old, age-based marketing
    that your target market will be attracted             won’t be effective.
    by an age-related message. For example,
    diabetes is more common in people                     There is no such thing as “anti-aging.”
    50 years and older. People do not have                It would be useless to try; we start aging
    diabetes because of their age, however.               from the moment of birth. The issue
    Most people with diabetes acquire it                  is not opposition to aging, the issue is
    because of poor quality diets, obesity                living as well as possible through all the
    and sedentary lifestyles. Lifestyle is the            ages in a life span.
    primary issue, not age.
                                                          One group does not represent an
    Demographics are not a target                         entire population. Government
    market. Age, socioeconomic status,                    agencies, research organizations,
    geography, gender, marital status—all                 foundations and similar places
    of these demographics are the ground                  collect information on their areas of
    for surveys and market research.                      interest, then report their findings and
    Demographics are a tool for sorting                   advocate their points of view. Typically,
    information, not for making decisions.                agencies and organizations focus on
    Other methods, such as psychographics,                socioeconomic conditions, health
    product/service solutions, focus groups               conditions, safety and similar topic
    and similar are needed to understand                  areas. It is extremely appropriate for
    and hone in on the needs, interests and               organizations to report on the number
    attitudes of the target market.                       of older adults at the poverty level; it is
                                                          not appropriate to extrapolate that all
    Avoid cliches. It is no longer accurate               older adults are poor and needy.
    or helpful to act as if it were cute or
    unusual for an older person to mend                   The jargon of a profession is not
    fences on a ranch, tutor kindergarteners,             a communication tool outside of
    run a marathon, lead a Fortune 500                    that profession. Medicine has a
    company, bake chicken instead of frying               unique language to describe disease
    it, or fight City Hall. These actions are             and patients; governments use terms
    common and normal.                                    to describe population groups;
                                                          researchers use language that is specific
    Perception of age is key. The boomers                 to research. The languages of these
    and their parents tend to perceive                    groups enhance communication among
    themselves as being 10 years younger                  their professional peers, but these
    than they really are. And the aging                   languages may be highly ineffective
    population is indeed more healthy                     for communicating to people of any
    and active than prior generations.                    age or to other professions. A doctor
    A challenge for seniors centers, for                  may see a geriatric patient, but the
    example, is overcoming the barrier that               grocery store clerk sees a friendly regular

6   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
customer who often buys flour and                     important consideration is that people
    fruit, and the customer sees herself as an            in their 50s and 60s may not like a word
    environmental activist who bakes award-               that people ages 85 years and older
    winning cakes while moving around the                 do prefer. It is always best to define
    kitchen using a walker.                               the target audience before finalizing
                                                          wording.
    Objective and subjective are two
    different things. Facts are accurate                  Words and phrases to avoid:
    and perception is reality. The objective
    fact is that chronic health conditions                Anti-aging
    are prevalent among people who are                    Aged
    65 years and older (percentage varies                 Codger, geezer, and similar
    depending on the disease). Yet, 75%                   Grandmotherly
    of people ages 65 and over rate their
    health as good, very good or excellent.               “he looks good for his age”
    People have chronic conditions, but that              “despite her age....”
    is one part of life, not their whole life.            “even older adults can...”
    Many people with physical limitations                 “is active even at that age...”
    (at any age) adapt and live happy and
    productive lives. Some people do not.                 Words and phrases to avoid or use
                                                          sparingly:
    Be careful with humor. Portraying
    older adults with the purpose of                      Senior (may be appropriate for
    ridicule and derogatory humor is never                   people 70 years or older in certain
    appropriate. What is humorous to one                     circumstances)
    person is offensive to another.                       Senior (considered old-fashioned and
                                                             stereotypical: is never appropriate for
    Reaction to language is individual.                      people at approximately 65 years and
    A word that one person finds neutral                     younger)
    may be considered negative or harmful                 Golden, silver
    by another person. The best practice                  Golden agers
    is to appeal to needs, interests and                  The elderly (may be used for a group,
    issues rather than age. Ask your target                  eg, concern for the elderly)
    audience what they prefer to be called,               Elderly (do not apply to an individual)
    and use that as your guide.                           Senior citizens
                                                          Retiree (do not use as a noun; more
    Words and phrases                                        accurate is “people who are retired”)
                                                          Middle age (do not use as a noun: more
    There are many opinions on appropriate                   acceptable is “people in middle age”)
    and inappropriate words. Professionals                Third age (this term is not widely
    and older adults may have different                      recognized)
    opinions on what is the best term to
    describe people of various ages. An

7   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
Preferred words and phrases:                          imply that the millions of people in
                                                          this age range are all the same, which is
    Adults ages 60 and older                              inaccurate.
    People ages 55 and older
    People with dementia                                  Care should be taken when naming
    People in middle age                                  a group of people to define a market
                                                          that the name and characteristics are
    Aging adults                                          descriptive, but not ageist. For example,
    Midlife                                               the terms used in the gerontographics
    Older adults                                          segmentation model of adults ages 55
    Older persons                                         and older include, Healthy Indulgers,
    Older people                                          Healthy Hermits and Ailing Outgoers
    Older patients                                        (developed by George Moschis at
    Older population                                      Georgia State University). These terms
    Prime time                                            describe behaviors, and they do not
    Experience, experienced                               reference the age group.
    Independent
    Mentor, coach                                         Image recommendations

    Words and phrases that are accepted                   •    Show older people across the full
    by some groups and rejected by other                       range of interests and functional
    groups:                                                    abilities. Older adults represent
                                                               many functional levels, abilities,
    Elder (respected term in some cultures,                    socioeconomic and ethnic groups.
       used for the older age groups)                          Showing all of these in imagery is
    Frail, frailty (used and defined in                        fair, as well as effective.
       research and government;                           •    Portray people engaging in a range
       inappropriate in other 			                              of behaviors, roles and activities.
       communication unless it is defined 		              •    Avoid portraying a person in a
       explicitly)                                             manner that implies ridicule,
    Mature, maturity (may be perceived as                      prejudice or a negative stereotype.
       old-fashioned and overly neutral)                  •    Show the breadth of interests
    Baby boomer (people in this age cohort                     of older adults, including using
       do not consider themselves babies)                      computers and taking classes,
                                                               socializing, traveling. Older adults
    Age cohorts                                                who use assistive devices (such as
                                                               canes, walkers and wheelchairs) are
    Using a nickname for a generation (eg,                     involved in all these activities and
    Baby Boomers or Matures) may or may                        should be included when selecting
    not be appropriate. These terms assume                     images.
    that readers/viewers have memorized                   •    Portray older adults in well-kept,
    the age groups being referenced, and                       contemporary and fashionable (as
                                                               appropriate) clothing and eyeglasses.

8   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
•   Show older adults adhering to                     •    On website, make text scalable so
        universal guidelines, such as wearing                  users can increase the size easily.
        helmets when bicycling, wearing                   •    Keep websites free of clutter.
        closed shoes in gyms, and hats in                 •    Follow best practices for clear,
        bright sunlight.                                       easy to find and follow navigation.
                                                               Dropdown menus can be
    Be cautious of a boomerang effect of                       challenging; build navigation
    exclusively showing only beautiful, fit                    without them.
    and apparently wealthy older adults.                  •    Minimize scrolling by placing most
    This is also not a realistic or fair image                 important text or imagery at the top
    of aging and the older population.                         of the page.
                                                          •    Avoid scrolling images and text,
    Presentation                                               which are hard to follow and
                                                               annoying.
    When preparing materials directed to
    older adults, clarity is a high priority.             Language and imagery evolve
    Along the aging process, vision changes               with society
    affect near vision, contrast between light
    and dark, and perception of color.                    Society is constantly changing as
                                                          new knowledge, technologies and
    •   Use a basic typeface or font, such                philosophies surface. The concept of
        as Times Roman, at 12 points or                   aging likewise is expanding and evolving
        larger. Avoid ornate and complex                  as the older population demonstrates its
        typefaces.                                        many aspects and contributions.
    •   Avoid italics and all caps.
    •   Use bold for emphasis, and                        Language and imagery evolve along
        minimize underlining.                             with culture and people. Isn’t that
    •   Use plenty of space (leading)                     what makes culture and language both
        between lines of type to increase                 exciting and challenging? New ideas
        readability.                                      and concepts come into being all the
    •   High contrast (dark text on a light               time, which means that new words and
        background) works best. Do not                    meanings emerge while other words and
        reverse out type.                                 meanings recede and disappear.
    •   Rely on more saturated, intense
        colors.                                           In today’s society, the stage is set for the
    •   Use plain backgrounds and clean,                  language and imagery that provide a
        simple images.                                    fair, accurate and positive view of aging.
    •   Choose a single image rather than
        building collages of images.
    •   People and objects in the image
        should be clear and easily
        identifiable.
    •   Set text margins to flush left and
        ragged right.

9   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
Resources used when                                   Larkin, M. (2008) “Word survey reveals
     preparing the guidelines                                      cross communication” in Shatter
                                                                   stereotypes of aging: how to
     AARP Services. (2003) Keys to Success                         help your clients create dynamic
             with the 50+ Market. The                              mature identities. The Journal
             Corporate Gerontology Group,                          on Active Aging, 7(2):18,
             The Hartford Financial Services                       March/April.
             Group, Inc.                                   Montague, J. Language as a part of
     Ambrosius, G. R. (2004) The Art of the                        our whole-person wellness
             Positive, tapping the power of                        culture. Presentation at ICAA
             an inclusive vocabulary. Positive                     Conference, 2008.
             Aging.                                        National Resource Center on Nutrition,
     American Psychological Association.                           Physical Activity & Aging.
             (2005) “Concise and bias free                         (2007) Ageism in language.
             writing.” In Concise Rules                            Florida International University.
             of APA Style. Washington,                             http://nutritionandaging.fiu.edu
             DC: American Psychological                    Rudd Center for Food Policy and
             Association.                                          Obesity at Yale University and
     Creating Results. (2009) Photo Finish:                        The Obesity Society. (2010)
             Images that Motivate Mature                           Guidelines for the Portrayal of
             Consumers. Woodbridge, VA:                            Obese Persons in the Media.
             Creating Results LLC. http://                         http://www.yaleruddcenter.org/
             www.creatingresults.com/                              what_we_do.aspx?id=10
             photofinish/                                  Timmermann, S. (2009) The Mature
     Dahmen, N. S. & Cozma, R. (Eds.)                              Market: Guidelines for Effective
             (2009) Media Takes: On Aging.                         Communication. New York:
             International Longevity Center                        MetLife Mature Market
             – USA and Aging Services of                           Institute.
             California.
     Goldstein, N. (Ed.) (2004) The
             Associated Press Stylebook and
             Briefing on Media Law. New
             York, NY: Basic Books.
     International Council on Active Aging.
             (2010) Active Aging in America:
             Industry Outlook 2010.
     Kleyman, A. (2007) Words to age by: a
             brief glossary and tips on usage.
             Journalists Exchange on Aging,
             American Society on Aging.

10   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
Resources

     Active Aging in America: Industry
     Outlook 2010
     Research and perspective on 50+
     population
     International Council on Active Aging
     www.icaa.cc

     Media Takes: On Aging
     Style guide for Journalism,
     Entertainment and Advertising
     International Longevity Center – USA
     and Aging Services of California
     2009
     www.ilcusa.org and www.aging.org

     The Art of the Positive
     The Art of the Positive, tapping the
     power of an inclusive vocabulary
     Positive Aging
     www.positiveaging.com

     Words to age by: a brief glossary and
     tips on usage
     Journalists Exchange on Aging
     www.idealist.org/
     download/30/305f573e-7c8d.../
     GlossaryofTerms.pdf

11   ICAA’s Guidelines for effective communication with older adults / International Council on Active Aging
3307 Trutch Street
     Vancouver BC V6L 2T3 Canada
        Toll-free: 866-335-9777
           Tel: 604-734-4466
          Fax: 604-708-4464
             www.icaa.cc
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