Society of St Vincent de Paul Getting Ahead

Warm-up & Audience Roll call Polls Read Bridges Out of Poverty & Bridges to

SVd. P Getting Ahead Facilitator Training Prerequisites • Attend Society’s workshop including Systemic Change

Prep before Webinar Before Session 1 Read pp 1 -63 and Before Session 2

Agenda Overview Session 1 How GA fits into the Society’s Systemic Change strategy and

“Getting Ahead” & SVd. P’s Mentoring Program “Getting Ahead” is the cornerstone of the

Mentoring Program Roles Candidate / Investigator / Graduate Not simply the object of the

Mentoring Program - Process 3 Stages: Acceptance Getting Ahead – “Develop Future Story” Implementation

Stage 1: Acceptance Candidate: Learns of mentoring program and makes contact Meets with 2

Stage 2: Getting Ahead Candidates become Investigators in GA: Develop ‘mental models’ regarding their

Stage 2: Getting Ahead Candidates: Learn from each other Form a peer support network

Stage 3: Implementation Investigators: Work to achieve their “future story” through building their personal

Mentors A team of 2 Vincentians Coaches, Friends, Cheerleaders, Connectors Not counselors or experts

Getting Ahead: What is It, What can it do… Adopt a Family of Marin

Investigating the Facilitator Notes 15 Copyright 2012 by De. Vol & Associates, LLC. All

Getting Ahead Philosophy Learning Experience Process Pages 2 - 19 16 Copyright 2012 by

Philosophy Poverty & chronically unstable environments trap people in the “tyranny of the moment”

Philosophy (cont’d) Poverty is caused by more than individual choices It’s important to learn

Philosophy (cont’d) GA’s information and group discussions help people build resources and develop their

The History Pages 4 and 5 Facilitator Notes Copyright 2012 by De. Vol &

The Kitchen Table Learning Experience What happens in Getting Ahead? A group of 6–

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What

Dr. James Comer No significant learning occurs without a relationship of mutual respect. Copyright

Getting Ahead is not a typical education process “Education…. the means by which men

Sequences and Reinforcement of Key Concepts Found in Getting Ahead v Income and wealth

Process: Recruiting Can be for anyone living in poverty – across the stability continuum

Keys to Success: Process Constructs Co-investigation by investigators & facilitators Safe environment & group

Keys to Success: Process Constructs (cont’d) Group process Concrete to abstract to concrete Use

Setting Expectations of a Getting Ahead investigator: Attend all sessions. Make up any missed

Facilitator & Investigator Roles Getting Ahead is different because: Investigators are recognized as a

Getting Organized for GA See checklist in Facilitators Toolbox on web Facility space for

Sample Budget Group of 8 over 16 Sessions Line Item Expense Description $25 Stipend

Articles in From Vision to Action “Getting Ahead from the Ground Up: Using the

Support for GA Graduates Critical to prepare before first GA class Community partners Resource-building

Facilitator Tips & Support Recognize the patterns in the Investigator workbook Prepare before each

Facilitator As Someone from the Dominant Culture Distrust of Authority & Agencies Co-investigators past

Facilitator Role Separate the problem / issue from the person Raise difficult issues Encourage

GETTING AHEAD COMMUNITY of PRACTICE SITES: Bartlesville, OK Inkster, MI Presov, Slovakia Baton Rouge,

Investigator & Facilitator Remarks 39 Copyright 2012 by De. Vol & Associates, LLC. All

Facilitators – Key Points (video) Mary – The material is a starting point Barb

Investigator Comments (video) James – Importance of group experience Vonda – I’m my best

Marinette Investigators Empowerment! Just do it! Most helpful! MM’s put things in perspective, opened

Bucks County, Pennsylvania Getting Ahead Participants Since July 2007: 95 participants enrolled. 64 participants

Marinette Results 3 got jobs and 1 is on last class for GED 1

Investigator Workbook Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www.

Review Table of Contents of the Workbook Introduction, page 1 Module 1 – My

Review Table of Contents of the Workbook Module 6 – Eleven Resources, page 117

Appendix Getting Started (on Your Future Story) Tips for Getting Ahead Investigators Who Pays

Future Story Portfolio Label comes with the GA workbook. A place for worksheets, reflections,

Module by Module Review Introduction Session & Module 1 50

Module “ 0”: INTRODUCTION (the first time you meet) Smile! Greet and Welcome as

Module “ 0”: INTRODUCTION (cont’d) Review materials and each session’s process Draw Ruby Payne’s

Introduction: Personal Facilitator Tips Know the work Be genuine Share your story Be a

Module 1: My Life Now Page 8 Page 59 Copyright 2012 by De. Vol

My Life Now – Purpose Establish that investigators have information valuable to others –

My Life Now Exercises Mental model of Poverty Mental model of my home Affordable

“Poverty” & Life Now Mental Models “Poverty” – naming it is OK – it

“Poverty” & Life Now Mental Models Poverty Mental Model allows group to identify issues

Mental Model for Poverty Concrete information inside the circle; analytical categories outside Tyranny of

You don’t have to hit a homerun Copyright 2012 by De. Vol & Associates,

Housing and Wages Page 11 Copyright 2012 by De. Vol & Associates, LLC. All

My Life Now 63 Copyright 2012 by De. Vol & Associates, LLC. All rights

Time Management: Where Does the Time Go? Estimated Time vs. Actual Time Activity Grooming

Taking Control thru Planning (video) James – What I am most proud of 62

Spiritual Reflection & Discussion Two reflection & discussion handouts for each module Format: Scripture

Second Online Session Assignment Review pages 63 -124 of the Facilitator Notes and the

Session 2 Today’s Agenda: Continuation of Module by module review 70

Raise your icon’s hand if you have questions from the first session or about

Module 2: Theory of Change Page 26 Page 65 Copyright 2012 by De. Vol

Theory of Change – Purpose Thinking in the abstract gives investigators control over making

Theory of Change Exercises Agency approaches to change Stability scale Stages of Change GA

Stability Scale Workbook, Module 2 Stability Scale Indicators Extremely Unstable Fairly Stable Time horizon

Stages of Change Pre-contemplation Contemplation Ambivalence Identity Preparation Pages 35– 37 Transition We are

Theory of Change from Getting Ahead What the Abstract Consists of: • Detachment •

Bucks County, Pennsylvania Getting Ahead Participants “Being in poverty is like being in a

Clarian Health Partners Indianapolis, Indiana Copyright 2012 by De. Vol & Associates, LLC. All

Power of a Dream Lucia – No one can hold me down any more

Module 3: Rich/Poor Gap and Research on the Causes of Poverty Page 39 -

Rich/Poor Gap & Poverty Research – Purpose Discover that poverty is not caused solely

Rich/Poor Gap & Poverty Causes: Exercises Causes of poverty Identify predators Mental models of

Why do we have poverty? The Research Continuum Political/Economic Structures Human Exploitation Absence of

Investigations into the Causes of Poverty Outdoor or large room activities Mental Models of

EXPLOITATION Exploitation vs. Culture Stripped of culture Suppressed/adapted behaviors Survival of the fittest Separateness/individual

Mental Model of Middle Class Pages 58 - 61 Page 85 Copyright 2012 by

My Economic Story Please turn to page 63 in Investigator’s Workbook Copyright 2012 by

Community Sustainability Grid A Comprehensive Planning Tool for Bridges Steering Committees Individual Behavior Human

Module 4: Hidden Rules of Economic Class Page 67 Copyright 2012 by De. Vol

Hidden Rules of Economic Class – Purpose Learn the rules of all classes ….

DRIVING FORCES POVERTY Survival, relationships, entertainment MIDDLE CLASS Work, achievement, material security WEALTH Financial,

Hidden Rules Exercises Hidden Rules: review & examples Mental model of my family structure

Key Points In order to achieve anything, an individual may have to give up

Matriarchal Family Structure Pages 77 - 78 Page 95 Copyright 2012 by De. Vol

Pages 84– 87 Exploring How to Plan Page 96 Time-Management Matrix Important Not Important

Module 5: The Importance of Language Page 90 Copyright 2012 by De. Vol &

Importance of Language – Purpose Learn how to use language appropriate to the situation…

Language Exercises Registers of language & Discourse patterns Voices & Story structure Self-assessment of

Nine Language Concepts 1. 2. 3. 4. 5. 6. 7. 8. 9. Registers of

Self-Assessment of Negotiating Skills Concept Understand Concept Ability to Use Concept Hidden rules 1

Investigator Comments This class helped me with every single thing I needed for college.

Module 6: Eleven Resources Pages 118 Page 103 -106 Copyright 2012 by De. Vol

Resources – Purpose Define poverty as the degree to which we have 11 resources…not

Resources - Exercises Defining poverty & resources Mental model of personal Social Capital Giving

Mental Model of Personal Social Capital Family Friends House Work Agency Religious Clubs Schools

Module 7: Self-Assessment of Resources Page 107 Page 138 Copyright 2012 by De. Vol

Self-Assessment – Purpose Each investigator establishes which personal resources are strong, which need strengthening

Self Assessment of Resources Exercises Self-Assessment of Resources can be done as homework prior

Module 8: Community Assessment Page 165 Copyright 2012 by De. Vol & Associates, LLC.

Community Assessment – Purpose Investigate community strengths & weaknesses Discover community assets that help

Community Assessment - Exercises Identify community assets One-on-one relationships mental model Pages 166 -

Features of Community Assessment v 10 questions in each of the nine indicators v.

Marinette Community Resources Mental Model 121

One-to-One Relationships Parks ols cho S Ban ks Bu si ss Po l ice

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Critical analysis What it means

Module 9: Building Resources Page 186 Copyright 2012 by De. Vol & Associates, LLC.

Building Resources – Purpose Learn how to build resources Natural progression from earlier modules

Building Resources - Exercises Getting Ahead vs Getting By resources Resource development worksheet Pages

Gettin’ by Getting Ahead Reprinted with permission. Copyright J. Pfarr Consulting. 127 Copyright 2012

Tic-Tac-Toe Diagram Page 191 Copyright 2012 by De. Vol & Associates, LLC. All rights

Module 10: Personal and Community Plans Page 121 Page 198 Copyright 2012 by De.

Personal & Community Plans - Purpose Everything has led to this point – creating

Personal & Community Plan - Exercises Creating SMART goals & action steps Where to

Mentoring Program Stage 3: Implementation Investigators: Work to achieve their “future story” through building

Support of Change Mental Model Page 206 Copyright 2012 by De. Vol & Associates,

Quakertown, Pennsylvania My Life Now My Future Story 135

Graduation Party Appendix A Toledo, Ohio 139 Copyright 2012 by De. Vol & Associates,

140 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork.

The Power of a Bridges / Getting Ahead community Stillwater OK (video) Copyright 2012

Aha Resources www. gettingaheadnetwork. com pdevol@ahaprocess. com Copyright 2012 by De. Vol & Associates,

SVd. P Resources St Vincent de Paul Systemic Change web portal http: //www. svdpusa.

Questions? Suggestions to make this better?

OUR VISION END POVERTY THROUGH SYSTEMIC CHANGE …. One Person One Neighborhood One Community

Slides: 146

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Society of St Vincent de Paul “Getting Ahead” Facilitator Training © 2013, National Council of the United States Society of St. Vincent de Paul, Inc. This copyright covers all materials in this presentation except where otherwise noted. 1

Warm-up & Audience Roll call Polls Read Bridges Out of Poverty & Bridges to Sustainable Communities? Read Getting Ahead Facilitator Notes & Module 1 of Investigator workbook? Use of “Chat” & or Raise Hand to pose questions, add comments 2

SVd. P Getting Ahead Facilitator Training Prerequisites • Attend Society’s workshop including Systemic Change Overview and Bridges Individual Lens DVD Read: Bridges Out of Poverty Bridges to Sustainable Communities Obtain copies of Getting Ahead Facilitator Notes & Investigator workbook from Aha Process 3

Prep before Webinar Before Session 1 Read pp 1 -63 and Before Session 2 125 -154 of GA Read pp 57 -124 of GA Facilitator Notes Read Module 1 of GA Review rest of Modules Investigator workbook in GA Investigator & skim the rest workbook – get feel for Note questions and flow & exercises send them to Send questions to jmharper 1964@gmail. com & tppelger@comcast. net 4 jmharper 1964@gmail. com & tppelger@comcast. net

Agenda Overview Session 1 How GA fits into the Society’s Systemic Change strategy and mentoring program Background & Philosophy How to organize and run a GA initiative Support for GA graduates Support for Facilitators and Co-facilitators Evaluations and Results Modules 0 & 1 Session 2 Module-by-Module (2 -10) review of the GA workbook 5

“Getting Ahead” & SVd. P’s Mentoring Program “Getting Ahead” is the cornerstone of the SVd. P mentoring program “Getting Ahead” helps create the motivation and the personal power to build a plan for change & improvement The personal plans built in GA become the focal point for the ongoing support provided by SVd. P mentoring teams

Mentoring Program Roles Candidate / Investigator / Graduate Not simply the object of the Mentoring Program but its primary driver. The program goal is for the person to transform their lives to be more stable, self-directed, and self-sustaining. Co-Facilitators Guide the Getting Ahead process by working with a group (6 to 10) of Investigators. A class-time resource for Investigators. Mentors Coach the Candidate through the entire process. Are there to relate, affirm, and facilitate community connections. Will never do what the person is capable of doing for 7 themselves.

Mentoring Program - Process 3 Stages: Acceptance Getting Ahead – “Develop Future Story” Implementation View through Participant Lens Hope in Action…ending poverty through systemic change

Stage 1: Acceptance Candidate: Learns of mentoring program and makes contact Meets with 2 mentors to discuss program features, benefits, expectations, and address questions Addresses fundamental issue: Are they willing to undertake a process that will challenge them to change? Candidate makes decision to continue or not. Hope in Action…ending poverty through systemic change

Stage 2: Getting Ahead Candidates become Investigators in GA: Develop ‘mental models’ regarding their current situation Learn about poverty, hidden rules, & change Assess their own & community resources Develop their “future story” Develop a plan to build resources and achieve their “future story” © aha! Process, Inc.

Stage 2: Getting Ahead Candidates: Learn from each other Form a peer support network Facilitators guide the process Mentors provide encouragement Demonstrates the power of working together in a community © aha! Process, Inc.

Stage 3: Implementation Investigators: Work to achieve their “future story” through building their personal resources Look to mentors for: Support & encouragement An ear to listen and a voice to help guide Connection to others to help build personal resources (“bridging capital”) Investigators set the pace. They’re responsible for own progress © aha! Process, Inc.

Mentors A team of 2 Vincentians Coaches, Friends, Cheerleaders, Connectors Not counselors or experts Facilitate community connections that enable graduates to build personal “resources” & implement their plan 10 http: //famvin. org/en/2014/01/13/poverty-end/? utm_source=FAMVIN&utm_medium=em Hope in Action. . . Ending poverty through systemic change

Philosophy Poverty & chronically unstable environments trap people in the “tyranny of the moment” People in poverty are problem solvers Abstract thinking enables investigators to detach from their problems, objectively analyze solutions, and proactively plan to make changes. Pages 2 - 5 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Philosophy (cont’d) Poverty is caused by more than individual choices It’s important to learn how poverty impacts individuals…understanding hidden rules, resources, and language issues is critical Self-assessment of personal and community resources helps people make plans for change Pages 2 – 5 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Philosophy (cont’d) GA’s information and group discussions help people build resources and develop their future story Partnerships with middle class & wealth will build critical social capital Developing strategies to address poverty comprehensively at the institutional and community levels Pages 2 - 5 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

The Kitchen Table Learning Experience What happens in Getting Ahead? A group of 6– 12 meet for a kitchen-table learning experience. Use the “triangle” as a learning structure. 16 -20 sessions, done once or twice a week. Each session takes about three hours. Investigators are “paid” for their work. 21 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Pages 6 – 8 126 -128

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 22 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Getting Ahead is not a typical education process “Education…. the means by which men and women deal critically and creatively with reality and discover how to participate in the transformation of their world. ” Richard Shaull, Foreword to Pedagogy of the Oppressed 24 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Sequences and Reinforcement of Key Concepts Found in Getting Ahead v Income and wealth disparity and the hidden rules v Theory of change and future story v Relationships during transition v Motivation v Relationship within the GA group and community Pages 129 -137 v Time management and goal setting 25 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Process: Recruiting Can be for anyone living in poverty – across the stability continuum But, not everyone is ready at this time Diversity of backgrounds can make discussion richer No coercion Pages 6 - 8 Use your mentoring teams for pre-GA contacts to explain the program, its expectations, and how it connects to our mentoring program after Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Keys to Success: Process Constructs Co-investigation by investigators & facilitators Safe environment & group rules Half of learning from content…half from discussion GA’s sequence – illustrated in the Process Triangle - continually reinforces learning & change philosophy Two storylines throughout – collective poverty experience (community) and personal Separate the problem from the person Pages 10 -19 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Keys to Success: Process Constructs (cont’d) Group process Concrete to abstract to concrete Use of Mental Models Motivation Paying investigators Facilitator role Trust the process! Pages 10 -19 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Setting Expectations of a Getting Ahead investigator: Attend all sessions. Make up any missed work. Create and live by group rules. Be accountable to the group for being on time and completing work he/she agreed to do. Page 128 29 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Facilitator & Investigator Roles Getting Ahead is different because: Investigators are recognized as a problem solvers. Investigators’ ideas and information are needed. No one decides anything for the investigators or tells them what to do. No one will do for the investigators what they can do for themselves. No one will “teach”; Investigators do the learning. 30 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 44

Getting Organized for GA See checklist in Facilitators Toolbox on web Facility space for class, meal, child care, transport access Support resources for meals, child care Supplies Funding Collaboration partners, including resourcebuilding programs 31 Pages 20 -25 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Sample Budget Group of 8 over 16 Sessions Line Item Expense Description $25 Stipend / participant / session $3, 200 6 -10 is the ideal group size. Stipend paid by gift card (store, gas, bus pass etc. ) Getting Ahead workbooks $156 + S&H 8 participant workbooks and 1 facilitator manual Facilitator Training SVd. P Webinar $38 + S&H Investigator & Facilitator manuals; Mar & May 2014, others to be scheduled Bridges Facilitator DVD $165 + S&H Optional - Module-by-module ideas Facilitators 0 - $900 $0 if volunteers. If using GA graduates, pay at least same as investigator stipends. Workshop & participant supplies < $500 Flip-chart paper, colored markers; folders, paper, pencils for investigators. Child care, transportation, food 0 - $1000 Ideally, food & baby-sitting would be inkind; provided by parishioners, area churches. 32 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Articles in From Vision to Action “Getting Ahead from the Ground Up: Using the Getting Ahead Process as a Foundation for Building a Bridges Community” (pp 93 -106) by Jim Ott, Carroll Clark, and Ermina Soler 33 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Support for GA Graduates Critical to prepare before first GA class Community partners Resource-building programs GA graduate support groups Mentors trained & organized SVd. P mentors Training & support resources at http: //www. svdpusa. org/systemicchange/Conference. Materials. aspx Pages 33 -43 34 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Facilitator Tips & Support Recognize the patterns in the Investigator workbook Prepare before each session Apply adult learning principles Suggested Schedule pp 47 - 48 Tips for running the group pp 48 -54 35 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Pages 44 -56

Facilitator As Someone from the Dominant Culture Distrust of Authority & Agencies Co-investigators past / present experience Potential resentment, bitterness, distrust Those with greater resources & broader perspective can have something of value to add…but Be mindful not to preach Avoid the “fix-it” mentality Pages 17 - 19 Be genuine…”false generosity” is apparent Fate of the Middle Class Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Facilitator Role Separate the problem / issue from the person Raise difficult issues Encourage accountability Avoid labeling Honor space Become more of an expert Pages 18 - 19 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

GETTING AHEAD COMMUNITY of PRACTICE SITES: Bartlesville, OK Inkster, MI Presov, Slovakia Baton Rouge, LA Lewiston, ID Riverside, CA Billings, MT Lisbon, OH Salem, OH Boulder, CO Marinette WI Marshall, MO Salina, KS Bucks County, PA Menominee Nation, WI Schenectady, NY Burlington, VT Minneapolis, MN South Bend, IN Columbus, OH Newark, OH Springfield, OH Evansville, IN Newton, KS Sterling, CO Farmington, NM Newton, NJ Syracuse, NY Gettysburg, PA Owen Sound, Ontario Toledo, OH Indianapolis, IN Pensacola, FL Youngstown, OH Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com 38

Facilitators – Key Points (video) Mary – The material is a starting point Barb – Let Investigators guide curriculum Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Marinette Investigators Empowerment! Just do it! Most helpful! MM’s put things in perspective, opened my eyes to reality and what needs to be done Put resources together so that we can START the action! All helpful in one way or another Easy to Understand -- All was very useful! Interactions, discussions and class participation were the most helpful to me. Learned step by step planning and how to use our resources – looked at all options! 42

Bucks County, Pennsylvania Getting Ahead Participants Since July 2007: 95 participants enrolled. 64 participants completed. 29 participants are currently enrolled or graduated from ES Program. 25 participants are furthering their education. 31 have increased their earned income from $11, 265 – $24, 358. Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Marinette Results 3 got jobs and 1 is on last class for GED 1 finished college and got a job as a LPN Husband & wife began college – rec’d custody of her child due to positive growth in her life secured child care & is finishing her 2 year degree couple wkg w/Greenpath to be debt free in 3 yrs couple had a child & secured assistance for child 44

Review Table of Contents of the Workbook Introduction, page 1 Module 1 – My Life Now, page 7 Module 2 – Theory of Change, page 25 Module 3 – The Rich/Poor Gap, page 39 Module 4 – Hidden Rules, page 67 Module 5 – Language, page 89 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Review Table of Contents of the Workbook Module 6 – Eleven Resources, page 117 Module 7 – Self-Assessment, page 137 Module 8 – Community Assessment, page 165 Module 9 – Building Resources, page 185 Module 10 – Personal and Community Plans, page 197 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Appendix Getting Started (on Your Future Story) Tips for Getting Ahead Investigators Who Pays the Most Taxes? The Community Sustainability Grid What Does It Mean to be a Getting Ahead Graduate Resource Development Worksheet Personal Plan Forms Films, Literature, and Poetry lists Ten Core Bridges Constructs Websites Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 211

Future Story Portfolio Label comes with the GA workbook. A place for worksheets, reflections, mental models, and plans. Something to “keep close by. ” Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Module by Module Review Introduction Session & Module 1 50

Module “ 0”: INTRODUCTION (the first time you meet) Smile! Greet and Welcome as they come in…. Tote bag: GA book, calculator, notebook & pen…“goodies” Group introductions Why Am I Here? What do I want to get out of this? Pages 1 - 6 Self introductions…or meet a friend after discussion, introduce them and what you learned about them Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Module “ 0”: INTRODUCTION (cont’d) Review materials and each session’s process Draw Ruby Payne’s pyramid and explain They are investigators Group Ground Rules Use their words Pages 1 - 6 Safe & respectful environment… confidentiality Community Problems – List (capture on flip chart) Things we will work on as we try to get ahead in our lives Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Introduction: Personal Facilitator Tips Know the work Be genuine Share your story Be a good listener They are comfortable when you are Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

My Life Now – Purpose Establish that investigators have information valuable to others – e. g. what poverty is like Establish what their life is like now - - so they can decide during the rest of the modules if they want to change Empower investigators to see the strength in their own story Introduce concepts on time management & planning Pages 8 - 24 Pages 59 - 63 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

My Life Now Exercises Mental model of Poverty Mental model of my home Affordable Housing & Expense to Income comparison Debt to income ratio Mental model of My Life Now Where time goes Pages 8 - 24 Pages 61 - 63 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

“Poverty” & Life Now Mental Models “Poverty” – naming it is OK – it IS a problem in our communities Bridges defines poverty as the extent to which a person, institution, or community does without “resources” Recognize that many investigators will not associate themselves with being poor or in poverty Pages 19 & 20 Pages 61 - 63 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

“Poverty” & Life Now Mental Models Poverty Mental Model allows group to identify issues outside of themselves Don’t judge…just record My Life Now Mental Model Honest, objective look…non-judgmental Don’t have to share these with the group Pages 19 & 20 Pages 61 - 63 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Mental Model for Poverty Concrete information inside the circle; analytical categories outside Tyranny of the Moment, Long view Concrete Abstract Powerless Powerful Math doesn’t work, Financial security Unstable Predictable Page 19 Reactive problem solving, Proactive problem solving Page 61 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Marinette Mental Model of Poverty

Time Management: Where Does the Time Go? Estimated Time vs. Actual Time Activity Grooming Eating Classroom Studying Working On the Internet Watching TV Estimated time spent in a week Actual time spent in a week Time management and goal setting activities are in Modules 1, 4, and 5. Page 21 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 62

Spiritual Reflection & Discussion Two reflection & discussion handouts for each module Format: Scripture quote related to topics discussed Reflection questions Group sharing questions Closing prayer Select (or create your own) one for each week’s material…use them to close your session

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 67 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Second Online Session Assignment Review pages 63 -124 of the Facilitator Notes and the corresponding chapters in the Investigator workbook (Modules 2 -10) Get a feel for the flow and exercises in the Investigator workbook for Modules 2 -10 Identify questions and concerns you have. Send them to: jmharper 1964@gmail. com & tppelger@comcast. net Contribute to the discussion during the second online session. Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

END of Webinar Session 1 69

Session 2 Today’s Agenda: Continuation of Module by module review 70

Raise your icon’s hand if you have questions from the first session or about today’s material and we will unmute your phone

Theory of Change – Purpose Thinking in the abstract gives investigators control over making changes, even in “tyranny of the moment” Looking at their life from the outside in Moving from “I can’t because…” to “I can because…” Pages 26 - 38 Describe how change takes place…so investigators can take charge of their own change process Continues the sequence on planning Pages 66 - 72 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Theory of Change Exercises Agency approaches to change Stability scale Stages of Change GA Theory of Change mental model Pages 27 - 38 Pages 67 - 71 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Stability Scale Workbook, Module 2 Stability Scale Indicators Extremely Unstable Fairly Stable Time horizon Housing Bills Emotional Income Employment Wages Stress Physical Legal Plus 5 more Pages 30– 32 Pages 67 - 71 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Stages of Change Pre-contemplation Contemplation Ambivalence Identity Preparation Pages 35– 37 Transition We are motivated to something Action Maintenance and relapse Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 66

Theory of Change from Getting Ahead What the Abstract Consists of: • Detachment • Objectivity • Analysis • Thinking • New ideas • New information • Education • Plans • Support “Concrete” Pages 33 – 34 Pages 70 - 71 77 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Bucks County, Pennsylvania Getting Ahead Participants “Being in poverty is like being in a crab barrel —you try to claw your way out, but all the others are bringing you down. ” “What is obvious is not necessarily easy. ” Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 81 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Rich/Poor Gap & Poverty Research – Purpose Discover that poverty is not caused solely by individual behaviors… Connect concrete experiences to abstract information Establish MMs for Middle Class & Wealth Pages 40 - 66 Deepen understanding of economic class by writing “My Economic Class Story” Pages 73 - 87 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Rich/Poor Gap & Poverty Causes: Exercises Causes of poverty Identify predators Mental models of middle class & wealth Personal chart of my economic class story Community sustainability grid Pages 39 - 66 Pages 75 - 87 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Why do we have poverty? The Research Continuum Political/Economic Structures Human Exploitation Absence of Human and Social Capital within the Community Behaviors of the individual Page 42 Page 75 85 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Investigations into the Causes of Poverty Outdoor or large room activities Mental Models of Middle Class and Wealth My Economic Class Story Pages 45 -46 & 58 - 66 Page 87 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

EXPLOITATION Exploitation vs. Culture Stripped of culture Suppressed/adapted behaviors Survival of the fittest Separateness/individual differences Lazy Self hatred/hate others Ethnophaulisms Wisdom comes from education CULTURE Cultural competence Very disciplined people Tribal/community focused Collective responsibility Hard workers Cooperation Self appreciation Positive self concept All have wisdom from virtue of experience 87 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Marinette Middle Class Mental Model

Community Sustainability Grid A Comprehensive Planning Tool for Bridges Steering Committees Individual Behavior Human and Social Capital in the Community Exploitation y t r Individual Action Organizational Action Community Action Policy s e s r d d A s s e u a l. C l A Political/ Economic Structures e v o P f o Page 87 Pages 63 – 64 & Pages 220 -224 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 92 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Hidden Rules of Economic Class – Purpose Learn the rules of all classes …. Learn the rules in order to develop relationships of mutual respect Empower investigators to take a seat at the decisionmaking tables … Continue the sequence on planning Pages 68 - 70 Pages 90 – 96 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

DRIVING FORCES POVERTY Survival, relationships, entertainment MIDDLE CLASS Work, achievement, material security WEALTH Financial, political, and social connections 95 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Hidden Rules Exercises Hidden Rules: review & examples Mental model of my family structure Time management matrix Pages 71 -74 Pages 90, 92, 95 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Key Points In order to achieve anything, an individual may have to give up relationships, at least for a period of time. 6 Page 70 & 206 Page 91 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Pages 84– 87 Exploring How to Plan Page 96 Time-Management Matrix Important Not Important Urgent Not Urgent Quadrant II Emergencies and Crises Takes Planning: You, Relationship, School, Work, Maintenance of Material Things Quadrant IV Quadrant III Other People’s Problems Time Wasters Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 100 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Importance of Language – Purpose Learn how to use language appropriate to the situation… Prepare to help children succeed in school Prepare to participate at the planning and decision-making table Page 90 Page 97 -98, 140 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Language Exercises Registers of language & Discourse patterns Voices & Story structure Self-assessment of negotiating skills How to Plan Pages 91 - 116 Page 99 - 100 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Nine Language Concepts 1. 2. 3. 4. 5. 6. 7. 8. 9. Registers of Language Discourse Patterns Code-Switching Voices: Parent, Child, Adult Story Structure Language Experience Mediation: the What, the Way, the How Language to Resolve Differences Language of Negotiation Pages 90 -112 Pages 101 - 102 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Self-Assessment of Negotiating Skills Concept Understand Concept Ability to Use Concept Hidden rules 1 2 3 4 5 Identifying intentions 1 2 3 4 5 Managing emotions 1 2 3 4 5 Skillful listening and questioning 1 2 3 4 5 Gathering important Information 1 2 3 4 5 Verbal and nonverbal communication 1 2 3 4 5 Page 112 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 101

Investigator Comments This class helped me with every single thing I needed for college. Everybody needs to learn what's in this book. It helped me focus on the key points of the situation and how to apply my lifestyle to my income. I am more open-minded and more relaxed with people that aren't just like me. –Remona Gordon, College Student These things I have learned in this course are not everyday lessons. They are not common sense. The average person has no idea about the world we live in. Now I am teaching my children so they don’t experience what I went through. Once you know, and you can never see the world the same way again. –Tanavia Hodges, College Student 106 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 107 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Resources – Purpose Define poverty as the degree to which we have 11 resources…not just money. Need balance for high quality life Links directly to things that can be done to get out of poverty - - build resources Discover the domino effect of resources – how one can impact another - - for better or for worse Page 118 - 127 Page 104 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Resources - Exercises Defining poverty & resources Mental model of personal Social Capital Giving up relationships for achievement Case studies to assess personal resources Pages 128 - 136 Page 105 - 106 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Mental Model of Personal Social Capital Family Friends House Work Agency Religious Clubs Schools Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 123

Self-Assessment – Purpose Each investigator establishes which personal resources are strong, which need strengthening Identifies the resources they need to build and which resources they can lean on Page 138 Pages 108 - 109 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Self Assessment of Resources Exercises Self-Assessment of Resources can be done as homework prior to the session – then use session as all discussion Mental model of personal resources Pages 138 - 163 Page 109 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

M e S P hy p p u S a l e R 5 4 3 2 1 Module Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com i H n e d d n s n tio io S at r pi t or ot iv Em al t n al c si l a itu M a n Fi io t o l a n le u R gr ity nc l ia s s p hi te Page 162 m te s y In Resources

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 116 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Community Assessment – Purpose Investigate community strengths & weaknesses Discover community assets that help build resources Reinforce the value of doing investigations Share the results with the community Page 166 Pages 112 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Community Assessment - Exercises Identify community assets One-on-one relationships mental model Pages 166 - 184 Pages 115 - 116 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Features of Community Assessment v 10 questions in each of the nine indicators v. Questions based on sustainability concepts v. Asset-based community development investigations v. One-to-One Relationships mental model v. Emphasis on developing bridging social capital Pages 166 – 184 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Marinette Community Resources Mental Model 121

One-to-One Relationships Parks ols cho S Ban ks Bu si ss Po l ice ne Cris Cen is ters Local People it Cred n Unio GA Investigator Action Positive Return F s N ient TAecip ls R i nc u o C Med ia Com er Cent s Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Page 180

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Critical analysis What it means to me Theory of change How to build resources POWER Page 2 RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 123 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Building Resources – Purpose Learn how to build resources Natural progression from earlier modules – the bridge to the final module: personal & community plans Pages 186 - 187 Pages 117 - 119 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Building Resources - Exercises Getting Ahead vs Getting By resources Resource development worksheet Pages 186 - 195 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Gettin’ by Getting Ahead Reprinted with permission. Copyright J. Pfarr Consulting. 127 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com Formal Register Motivation and Persistence Integrity and Trust Relationships/ Role Models Knowledge of Hidden Rules Physical Spiritual Mental Emotional Financial Support Systems RESOURCES Page 188

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 129 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Personal & Community Plans - Purpose Everything has led to this point – creating the motivation and know-how to create a personal plan for the future Launch pad into the Society’s mentoring program… and each investigator’s journey to their future story The bridge to connecting GA graduates into community planning groups Page 198 Pages 121 - 124 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Personal & Community Plan - Exercises Creating SMART goals & action steps Where to get help Weekly & monthly plans; daily to-do Back-up plans for closing “back doors” Identify support team Mental model for My Future Story Pages 198 - 209 Mental model for community prosperity Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

Mentoring Program Stage 3: Implementation Investigators: Work to achieve their “future story” through building their personal resources Look to mentors for: Support & encouragement An ear to listen and a voice to help guide Connection to others to help build personal resources (“bridging capital”) Investigators set the pace. They’re responsible for own progress © aha! Process, Inc.

Quakertown, Pennsylvania My Life Now My Future Story 135

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Future Story Exercise 137

ACTION Process Triangle RESPONSIBILITY Plans Action steps Future stories Page 2 Critical analysis What it means to me Theory of change How to build resources POWER RUBY PAYNE’S FRAMEWORK UNDERSTANDING POVERTY What it’s like now Using the hidden rules of class to build resources UNDERSTANDING WHERE I AM Monitoring our changes Self-assessment Causes of poverty Community assessment CO-INVESTIGATION Introduction 138 Copyright 2012 by De. Vol & Associates, LLC. All rights reserved. www. gettingaheadnetwork. com

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SVd. P Resources St Vincent de Paul Systemic Change web portal http: //www. svdpusa. org/systemicchange/Home. aspx

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OUR VISION END POVERTY THROUGH SYSTEMIC CHANGE …. One Person One Neighborhood One Community at a time 146 Hope in Action. . . Ending poverty through systemic change

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