Tools to Support you Boundary Spanning Leadership Practice

Warming Up • Let’s get warmed up by practicing with one of the zoom features we’ll be using during our webinar today – the chat feature. • Use the chat feature to answer the question: ─ Name something that captured your attention on your way out of your home this morning. © 2018 Center for Creative Leadership. All rights reserved.

What we will cover in the next hour. . . • Review of the Boundary Spanning Leadership Model • Demonstrate the BSL Digital Toolkit • Provide some options for applying BSL Practices • You will receive a copy of this slide deck © 2018 Center for Creative Leadership. All rights reserved.

How have you applied what you learned about either Direction, Alignment, and Commitment or Boundary Spanning Leadership in your work as a community health strategist? © 2018 Center for Creative Leadership. All rights reserved.

If you have not applied anything yet, what has gotten in the way? ©

Leadership is a social process that enables people to work together as a cohesive

Leadership © 2018 Center for Creative Leadership. All rights reserved.

Boundary Spanning Leadership A definition: Boundary Spanning Leadership is the capability to create direction, alignment, and commitment across boundaries in service of a higher vision or goal. * *Yip, J. , Ernst, C. , & Campbell, M. (2009). Boundary Spanning Leadership: Mission critical perspectives from the executive suite. A Center for Creative Leadership Organizational Leadership White Paper. © 2018 Center for Creative Leadership. All rights reserved.

Boundary Spanning Leadership © 2018 Center for Creative Leadership. All rights reserved.

The Five Boundaries Vertical Horizontal across levels & authority across functions & expertise Geographic Stakeholder across markets & distance across external groups & interests Demographic across diverse groups & differences © 2018 Center for Creative Leadership. All rights reserved.

Three Universal Strategies Managing Boundaries Forging Common Ground Discovering New Frontiers Taps into the power of differentiation — autonomy, prioritization, role clarity, and accountabilities Taps into the power of integration — joint action, common goals, unity of purpose Taps into the power of innovation — the location where diverse expertise and experience intersects © 2018 Center for Creative Leadership. All rights reserved.

Twin Forces: Three Strategies Differentiate Managing Boundaries Discovering New Frontiers Forging Common Ground Integrate

Six Boundary Spanning Practices: Tactics Create DAC Across Boundaries Managing Boundaries Forging Common Ground Discovering New Frontiers BUFFERING CONNECTING WEAVING Creates Safety Builds Trust Advances Interdependence REFLECTING MOBILIZING TRANSFORMING Fosters Respect Fosters Community Enables Reinvention © 2018 Center for Creative Leadership. All rights reserved.

Collective Impact and BSL Five Conditions of Collective Impact Success Leadership Outcomes BSL Strategies A Common Agenda Direction and Commitment Buffering, Reflecting, Connecting, and Mobilizing Shared Measurement Alignment Buffering, Connecting and Weaving Mutually Reinforcing Activities Direction and Alignment Buffering, Reflecting, Connecting, Mobilizing Continuous Communication Direction, Alignment and Commitment Reflecting and Connecting A Backbone Organization Weaving and Transforming Direction, Alignment and Commitment © 2018 Center for Creative Leadership. All rights reserved.

Boundary Spanning Leadership Digital Toolkit • Digital toolkit has been used by many leaders over the last five years • Platform has now been upgraded • You are the first group using the new platform • There are bound to be bugs • We need your help by answering a survey later this Spring • You will receive an email from CCL in the next 24 hours with the link and initial sign in information © 2018 Center for Creative Leadership. All rights reserved.

Applying the Toolkit to your Work • Assessing • Planning and Practicing • Implementing

Start planning by diagnosing where your group is re: Boundary Spanning Leadership process • Has each agency/organization represented already done a good job of Buffering? • How has Reflecting happened among members— does each member have a solid understanding of the values, agenda, non-negotiables of the other members’ agencies? • What about Connecting? Does trust exist between all groups involved? © 2018 Center for Creative Leadership. All rights reserved.

Diagnostic Tools to use: BSL Assessment Tool (in workbook from the workshop); or • On Digital Toolkit on the introduction page Decide who from your group should complete the assessment: • Leadership Team only? • Full Membership? Complete Assessment individually and tabulate/share results and discuss where the work needs to start. 18 © 2018 Center for Creative Leadership. All rights reserved.

One-hour meeting options • If you are starting at Buffering: • Give people pre-work to do before meeting (Boundary Defining Conversations tool ) related to the shared work the group intends to do… • Then at the meeting (times will likely need adjusting): Time Activity 2 -3 mins Opening Comments from Meeting Organizer—share agenda for meeting 20 -30 mins REFLECTING: Have each coalition member spend 1 -2 minutes each sharing highlights from their boundary defining conversations (have someone record this info) NOTE: can get creative with how it is • 10 -15 mins shared in the meeting – e. g. each org rep could bring a one-page slide that highlights their highest priorities/ values/non-negotiables related to the shared work of the coalition. Those can be hung around the room and the group can do a “gallery walk around the room” to hear about each org. CONNECTING: Use any of the tools in digital toolkit, but a simple variation on the Memento Tool could be the Visual Explorer tool—have everyone select an image that illustrates how they view effective collaboration; or that connects to their personal passion for the shared work you are doing. Then have people share their images and explanations in small groups or with whole group if time. 10 -20 mins MOBILIZING: Depending on how much time you have left: 2 mins Reminder of next meeting time and tee up what will happen next If only 10 minutes—have the group complete the DAC assessment tool individually and then draw the DAC three circle/venn diagram on a flip chart of white board and have people note which area they gave lowest and highest score. This will be jumping off point to next meeting. OR If you have 20 minutes left—you could begin using Slogans tool to have each group member do the individual work and submit it to the meeting organizer for it to all be shared in some visual way for discussion at next meeting. 19 © 2018 Center for Creative Leadership. All rights reserved.

90 -minute meeting options • If you are starting at Buffering: • Time Activity 3 mins Opening Comments from Meeting Organizer—share agenda for meeting 45 mins BUFFERING: Use Team Blueprint tool (team chartering tool) to create roles and responsibilities and expectations for how coalition team members will engage in the shared work. These discussions can • 20 mins include short summaries of what each organization brings to the group as a means to determining what roles each org will play. You can do this in small groups if it is a large group and then have each group present their blueprint draft to rest of coalition. Then members can use dot-voting tool on favorite elements of each option to create one shared option. REFLECTING: Use After-Action Review tool to have the group process the Team Blueprint discussion. It will help establish this reflective practice in the coalition and allow you to continue learning from the process and how you can improve. Do this in small groups. 20 mins CONNECTING: Use Walk and Talk: Members are given thought provoking questions to get to know each other better. As a result of building a stronger foundation, trust increases among the team members and they will be able to work together better. 2 mins Reminder of next meeting time and tee up what will happen next 20 © 2018 Center for Creative Leadership. All rights reserved.

One-hour meeting options • If you are starting at Mobilizing: Time Activity 2 -3 mins Opening Comments from Meeting Organizer—share agenda for meeting 45 -50 mins MOBILIZING: Use the Movie Making Tool to have group (in small groups if necessary) create visions for future/ideal outcomes of group’s work. This can be the basis for the group’s shared direction. You could also use the DAC assessment tool first and dot voting to share individual assessment results. Then engage in movie making for creating shared direction or use World Café to allow people to discuss ideal direction/outcomes of the group’s work. 5 -7 mins Use Stop Reflect Write tool to allow members to reflect on movie-making and/or world café process re: shared sense of direction. 21 © 2018 Center for Creative Leadership. All rights reserved.

90 -minute meeting options • If you are starting at Mobilizing: Time Activity 3 mins Opening Comments from Meeting Organizer—share agenda for meeting 45 -50 mins MOBILIZING: Use the Movie Making Tool to have coalition (in small groups if necessary) create visions for future/ideal outcomes of coalition’s work. This can be the basis for the coalition’s shared direction. You could also use the DAC assessment tool first and dot voting to share individual assessment results. Then engage in movie making for creating shared direction or use World Café to allow people to discuss and determine ideal direction/outcomes of the coalition’s work. 30 -40 mins WEAVING: In small groups, use the Weaving Activity tool (which we did in class) to have each agency share assets they have to contribute to shared direction. Have each small group report out and have someone catalog/record all organizational assets and ideas generated for future discussion on work plans. 2 mins Reminder of next meeting time and tee up what will happen next 22 © 2018 Center for Creative Leadership. All rights reserved.