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

“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 §

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

Stage 2: Getting Ahead § Candidates: § Learn from each other § Form a

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

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

Facilitator Tips & Support § Recognize the patterns in the Investigator workbook § Prepare

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. §

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

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

Slides: 69

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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