New Creation United Methodist Church Member Retreat Facilitated

New Creation United Methodist Church Member Retreat Facilitated by: Al Sullivan, MSOD, SPHR Inspirus Consulting, Inc.

Agenda Welcome / Goals / Agenda Review Check in / Ground Rules Helpful Tools / Models / Framework Data Feedback / Discussion Lunch Break Dialogue and Brainstorming Check Out Worship / Communion Inspirus Consulting, Inc. 2

About Inspirus Consulting, Inc. Background Approach �Twenty Two Yrs Experience �MS Organization Development (American University / NTL Program) �Certified Human Resources Professional (SPHR) �Prior Army Officer �Institute of Intercultural Communications (internship) �Work at Multiple Levels of System (individual, team & organization) �Collaborative Design Process �Blend Diversity, Organization Development & Human Capital Management �Process Consulting �Action Research Inspirus Consulting, Inc 3

Inspirus Industries & Clients Industries Clients / Experience �Healthcare �High Tech Manufacturing �Pharmaceutical �Academic / Education �Military �Durable Goods Manufacturing �Non Profit / Community �UNC (MAPH & ELPH) �BCBSNC �Glaxo. Smith. Kline �Eisai, Inc. �Self-Help Credit Union �Dell Computer �NIKE �Holy Family Church �Rex Healthcare �W. E. B. Du. Bois CDC Inspirus Consulting, Inc. 4

Objectives for Today Dialogue & Feedback Deepen Relationships Next Step Recommendations Inspirus Consulting, Inc. 5

Lets go Swimming Inspirus Consulting, Inc. 6

Brief Check In Question (15 sec) �Why did you position yourself in the place where you stood? �What are your hopes for today? Inspirus Consulting, Inc. 7

Group Norms for Today? Inspirus Consulting, Inc. 8

Norm Recommendations Test Assumptions & Inferences Use Specific Examples & Agree on What Important Words Mean Combine Advocacy & Inquiry Jointly Design Next Steps & Ways to Test Disagreements Discuss Undiscussable Issues Inspirus Consulting, Inc. 9

Break Time Inspirus Consulting, Inc. 10

Models / Best Practices Inspirus Consulting, Inc. 11

Change 3 Things Inspirus Consulting, Inc. 12

Sustaining Change Inspirus Consulting, Inc. 13

Theory of Intervention / Change Valid Data Free / Informed Choice Chris Argyris Internal Commitment Inspirus Consulting, Inc. 14

Change Model 1. Create Urgency 6. Create Short Term Wins 7. Build on Momentum 2. Create Guiding Coalition 5. Remove Obstacles & Empower Team 8. Anchor Change into Culture 3. Develop Vision / Strategy 4. Communicate Vision Inspirus Consulting, Inc. John P. Kotter 15

How do you define Diversity, Inclusion, and Culture? Inspirus Consulting, Inc. 16

Diversity / Inclusion / Culture • Diversity: The unique characteristics or differences that we all possess (who we are). • Inclusion: Welcoming and embracing our differences, encouraging involvement and providing equal access to opportunities and information (what we do). • Culture: A collective programming of the mind which distinguishes members of one category of people from another (Geert Hofstede, 1997). (what we learn) Inspirus Consulting, Inc. 17

FOUR LAYERS OF DIVERSITY Functional Level/ Classification Geographic Location Management Status Recreational Habits Appearance Age Parental Status Gender Race Work Content/ Field Personal Habits Seniority PERSONALITY Union Affiliation Marital Status Sexual Orientation Ethnicity Physical Ability Internal Dimensions and External Dimensions are adapted from Marilyn Loden and Judy Rosener, Workforce America! (Business One Irwin, 1991) From Diverse Teams at Work, Gardenswartz & Rowe (2 nd Edition, SHRM, 2003) Work Experience Religion Educational Background Work Location Inspirus. Cosulting. com Division/Department Unit/Group Income

My House… �Draw a “Top Down” diagram of the house where you grew up (take approx 3 min) �Connect with a partner to discuss your drawing (3 min each) �Discuss in the large group

The Automatic Mind (volunteer) I cdnuolt blveiee that I cluod aulaclty uesdnatnrd what I was rdgnieg. The phaonmneal pweor of the hmuan mnid Aoccdrinig to a rscheearch stduy at Cmabrigde Uinervtisy, it deosn’t mttaer inwaht oredr the ltteers in a word are, the olny iprmoatnt tihng is that the frist and lsat ltteer be in the rghit pclae. The rset can be a taotl mses and you can still raed it wouthit a porbelm. This is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the word as a wlohe. Amzanig huh? Yaeh and I awlyas thought spleling was ipmorantt!

Climbing the Ladder of Inference Adopt Beliefs Draw Conclusions Make Assumptions Add Meaning Select Data Observati on Take Action

Journaling Opportunity �Take time to reflect on the previous activity (ladder of inference and / or the automatic mind material) �Think and write about how you plan to use these concepts in the future (5 min)

Lunch Break Inspirus Consulting, Inc. 23

Data Feedback / Discussion Inspirus Consulting, Inc. 24

Data Feedback Considerations Feedback Purpose Data Reactions Anxiety Defense Energy Direction Fear Hope Inspirus Consulting, Inc. Action 25

Data Collection Methodology Interviews Comment Cards Church Service 6 Individual Interviews 116 Total Comments Inspirus Consulting, Inc. 26

Interview Questions Total years in the church? What drew you to the church initially? What keeps you in the church today? Describe your feelings about the merger? Describe your feelings about the current transition? Are there primary concerns that keep the church from operating at its highest and best? Please explain. 7. What are potential solutions to the listed concerns? 8. What outcomes do you personally hope for at the upcoming retreat? 1. 2. 3. 4. 5. 6. Inspirus Consulting, Inc. 27

Feedback Themes Topic Total Comments / Topic % of Total Diversity / Inclusion / Unity 29 25% Worship 20 17. 2% Church Vision 18 15. 5% Dialogue / Feedback 17 14. 7% Deeper Relationships 13 11. 2% Leadership 9 7. 8% Merger 6 5. 2% Member Engagement 4 3. 4% Total: 116 100% Inspirus Consulting, Inc. 28

Diversity / Inclusion / Unity �D/I is what attracted me to the church �More African Americans are in leadership roles �Asbury Temple members are more vocal � 2 Churches worshiping in the same building �Desire for a Spanish speaking worship �Need to discuss differences without apology �Differences getting in the way of progress Inspirus Consulting, Inc. 29

Worship �Need more flexibility in choir leadership �Different worship styles (formal / informal) �Lots of discontent with worship service �Not comfortable in worship (internal vs. external worship) �Hesitant to fully worship �Gathering / Praise worship confusion Inspirus Consulting, Inc. 30

Church Vision �Incomplete �Want to make a difference �No discussion of what’s important to us �What do we want the church to be �Who are we in mission with �Must set tangible goals for next year Inspirus Consulting, Inc. 31

Personal Reflections for Data? 1. What was most encouraging about the data? 2. What was most concerning about the data? 3. If you had to select one area needing immediate attention, what would it be? 4. What specifically would you do to solve the issue? Document responses individually using the index cards or handouts. Inspirus Consulting, Inc. 32

Cycle of Experience Sensation Withdrawal Awareness Resolution / Closure Energy Mobilization Contact Action

Feedback Model Giver must understand receivers goals Giver must emphasize description & appreciation Giver should be concrete / specific Giver / receiver must have constructive motives Provide negative feedback if relevant Giver must own his / her observations, feelings, & judgments Timed when both are ready Inspirus Consulting, Inc. 34

Frame of Reference How do you classify a Platypus? A. Mammal B. Reptile C. Bird D. Platypus Inspirus Consulting, Inc. 35

Group Dialogue Process �A process of internal listening to oneself to explore the origins of assumptions and frames of reference �Requires one to suspend judgment and emotions during disagreements �Allows us to confront our own feelings �Promotes collective thinking / feeling for the benefit of the group Inspirus Consulting, Inc. 36

Group Dialogue Concepts Suspension Discussion Dialogue Opposition Metalogue Debate Inspirus Consulting, Inc. 37

Dialogue Activity �Pair up with another person (you haven’t worked with before) �Discuss a past meaningful / effective conversation you had with another person �Analyze & discuss key characteristics of the discussion (setting, length, topic, etc) �Discuss common characteristics of the 2 conversations (what made them effective) Inspirus Consulting, Inc. 38

Dialogue Activity �Move to circle of chairs �Check in (free style) �Allow brief silence period �Conduct a new discussion (current needs of the church) �Consider assumptions / frames of reference -No eye contact -No questions -Equal air time -Speak to the camp fire �Check out Inspirus Consulting, Inc. 39

Break Time Inspirus Consulting, Inc. 40

Small Team Discussion Document Key Themes Process 1. Discuss index card ideas – 15 min 2. Document Best Ideas – 10 min 3. Present to large group Inspirus Consulting, Inc. 41

Priority Setting Present Ideas Galley Walk Dot Vote Inspirus Consulting, Inc. 42

Small Teams on Big Themes Inspirus Consulting, Inc. 43

Group Presentations Inspirus Consulting, Inc. 44

Check Out Inspirus Consulting, Inc. 45

Complete Evaluation Handouts Inspirus Consulting, Inc. 46

Worship / Communion Time Inspirus Consulting, Inc. 47