Leadership Academy Participant Guide – C5 RES II – January 24-26, 2023

Leadership Academy

Guide

ASCENSION LEADERSHIP ACADEMY Participant Guide

Community 5 | Residential II

January 24 - 26, 2023

The following guide represents a summary of key ideas. Additional concepts may be presented. Presentations may be made available after the program via download as they become available.

Please send requests and inquiries to:

AscensionLeadershipAcademy@ascension.org.

Ascension Leadership Academy Community 5 Residential, Session II Participant Guide ©2023 Ascension Leadership Academy.

All rights reserved. No part of this book may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval systems.

DAY ONE

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Sacred Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Week in Prospect 5

Opening Remarks and Dialogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

VOC Immersion Report Outs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Pilot Project Prioritization and Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Consumer-Centric Solutions Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Pilot Project Next Steps for Residential 3 39

Solidarity Immersion Experience – Introduction and Preparation . . . . . . . . . 45

DAY TWO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Sacred Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Solidarity Immersion Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

DAY THREE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Sacred Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

The Virtue of Solidarity and Immersion Insights . . . . . . . . . . . . . . . . . . . . 69

Virtues in Action Leadership Reflection Process . . . . . . . . . . . . . . . . . . . . 83

Health and Vitality: Energy Management to be Your Best Self – Sleep and Recovery . . . . . . . . . 93

Closing Remarks and Dialogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Reflective Close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Introduction to the materials

PARTICIPANT GUIDE

This guide contains core content for the session, distilled from the presentations you will see throughout the program. You can use the exercises and notes logged within for reference as you progress through the program.

DAY ONE

SACRED SPACE

Todd Adams and Ellen Gifford

NOTES

ACTION ITEMS

WEEK IN PROSPECT

Brittany Simpson

NOTES

ACTION ITEMS

NOTES

ACTION ITEMS

OPENING REMARKS AND DIALOGUE

Joe Impicciche, Tom VanOsdol

NOTES

ACTION ITEMS

NOTES

ACTION ITEMS

VOC IMMERSION REPORT OUTS

Soren Kaplan, PhD

NOTES

ACTION ITEMS

Objectives

• Gain insight into Voice of the Consumer experiences

• Identify the key Jobs To Be Done across SDoH topics

• Define pilot project opportunities based on immersion learning

Outcomes

• Understanding of pilot project options

• Project prioritization scores submitted on-line by all community members

NOTES

ACTION ITEMS

PILOT PROJECT PRIORITIZATION AND ROADMAP

Soren Kaplan, PhD and Aaron Ferber

NOTES

ACTION ITEMS

NOTES

ACTION ITEMS

CONSUMER-CENTRIC SOLUTIONS METHODOLOGY

Soren Kaplan, PhD and Aaron Ferber

NOTES

ACTION ITEMS

Objectives

• Learn ideation techniques to support your project

• Draft your proposed value proposition

• Learn journey mapping techniques to use in your project

Outcomes

• Draft value propositions

• Draft journey maps

1 . Start with “How might we . . . ”

2 . Focus on needs, not solutions

3 . Not too narrow, but not too broad

Too narrow: How might we use guests’ smart phones to order food at the poolside café?

Too broad: How might we make the poolside café better?

Just right: How might we make ordering easier at the poolside café?

“How might we…”

What is a journey map?

“A journey map is a visualization of the process that a person goes through in order to accomplish a goal.

In its most basic form, journey mapping starts by compiling a series of user actions into a timeline. Next, the timeline is fleshed out with user thoughts and emotions in order to create a narrative. This narrative is condensed and polished, ultimately leading to a visualization.”

Credit: Journey Mapping 101 by Nielsen Norman

(Super simple map)

Only Ascension employees may access the online Google Drive map . Annual wellness journey map

Value Proposition Template

who

, (target user)

For

(user needs) is a

that

(benefits)

(what)

. (offer name)

, (product category) is

Unlike other

(points of differentiation)

. (offer name)

NOTES

ACTION ITEMS

PILOT PROJECT NEXT STEPS FOR RESIDENTIAL 3

Soren Kaplan, PhD and Aaron Ferber

NOTES

ACTION ITEMS

Next Steps for Residential 3

• Update Project Templates and Value Propositions as needed

• Create Journey Maps

• Schedule review call with Soren & Aaron for April 20 or 21

NOTES

ACTION ITEMS

SOLIDARITY IMMERSION EXPERIENCE: INTRODUCTION AND PREPARATION

Brittany Simpson NOTES

ACTION ITEMS

Objectives

• Provide real-life experiential learning across barriers that divide us and put ourselves in the presence of those who are hidden from view and often ignored .

• Build bridges and provide real stories that bring more profound meaning and emphasize the importance of connecting with those whose life journey is different from our own.

• Exercise social empathy through connecting with persons experiencing poverty and vulnerability about the dynamics and processes of those who are impoverished, oppressed, discriminated against, and marginalized.

• Experience and hear the stories and issues directly from those with lived experience .

Outcomes

• Connect directly and empathize with those persons experiencing poverty and vulnerability.

• Experience the impact of immersions, including increased awareness of the realities of marginalized people .

• Identify and enable conditions for which to apply immersion learnings both professionally and personally.

• Reflect on and capture personal and group learning from the collective experience and articulate the impact in small groups .

Getting Prepared

In preparation, please review your immersion briefing book and consider the following:

• Ask open-ended questions and listen intently

• Meetings are on a goodwill basis

• Consider the benefits for the hosting organization

• Capture what resonates most with you from each experience

• Maintain an open heart. Avoid judging, presuming, diagnosing, and categorizing people you meet. Do not focus on what “WE” might perceive as the “problem” or “solution.”

• Be on the lookout for signs of hope and justice .

Ask yourself: What am I here to learn, to receive?

Final Reminders

Reminder 01

Wear relaxed, casual attire .

Reminder 02

Exercise compassion, respect, and reverence.

Reminder 03

Reflection and dialogue will drive and enhance your learning .

Reminder 04

Make a warm impression. You are a representative of Ascension. Prepare yourself to have an open heart and mind; show vulnerability and humility. Offer something in return .

NOTES

ACTION ITEMS

DAY TWO

SACRED SPACE

Mark Hayes and Tara Vail

NOTES

ACTION ITEMS

NOTES

ACTION ITEMS

SOLIDARITY IMMERSION EXPERIENCE

Academy Members

NOTES ACTION ITEMS

Briefing Book

NOTES

ACTION ITEMS

DAY THREE

SACRED SPACE

Scott Herndon and Ryan Schuler

NOTES

ACTION ITEMS

THE VIRTUE OF SOLIDARITY AND IMMERSION INSIGHTS

Sarah Reddin, D. HCML

NOTES

ACTION ITEMS

Objectives

• Facilitate individual and communal growth in virtue rooted in Ascension’s Values and Identity as a Catholic Ministry.

• Integrate senior executive competencies and capabilities into experiential and reflective learning activities that are aligned with Ascension’s strategic plan and the ABIDE framework.

• Engage opportunities to innovate and develop the skills required to deliver an unparalleled consumer and patient experience .

Outcomes

• Demonstrate a growth mindset through ongoing reflection on their practice of virtuous servant leadership.

• Promote a culture of inclusion that enables compassionate, personalized care for all, especially those most in need .

• Articulate the union of Ascension’s Mission and Strategic Plan as the essential perspective of all that we do .

Integration Map

Cultivating a Solidarity Praxis

• What is your working definition of solidarity?

• What are the ingredients needed for that definition to be meaningfully expressed - things in you, in the environment in which you lead?

Action Reflection Learning

Rob Goffee and Gareth Jones Harvard Business Review

“Solidarity is a measure of a community’s ability to pursue shared objectives quickly and effectively, regardless of personal ties . ”

“We are one human family whatever our national, racial, ethnic, economic, and ideological differences . We are our brothers’ and sisters’ keepers, wherever they may be . Loving our neighbor has global dimensions in a shrinking world . At the core of the virtue of solidarity is the pursuit of justice and peace . Pope Paul VI taught that ‘if you want peace, work for justice .’ The Gospel calls us to be peacemakers . Our love for all our sisters and brothers demands that we promote peace in a world surrounded by violence and conflict . ”

United States Conference of Catholic Bishops Solidarity

“Solidarity is not a feeling of vague compassion or shallow distress at the misfortunes of so many people, both near and far .

On the contrary, it is a firm and persevering determination to commit oneself to the common good; that is to say to the good of all and of each individual, because we are all really responsible for all . The exercise of solidarity within each society is valid when its members recognize one another as persons .

Solidarity helps us to see the ‘other’- whether a person, people or nation - not as some kind of instrument, with a work capacity and physical strength to be exploited at low cost and then discarded when no longer useful, but as our ‘neighbor,’ a ‘helper’ (cf . Gen 2:18-20), to be made a sharer, on a par with ourselves, in the banquet of life to which all are equally invited by God . ”

Saint Pope John Paul II Sollicitudo rei socialis or “On Social Concern” 1987 encyclical

Cultivating a Solidarity Praxis

• Faith: rooted in transcendent mystery

• Hope: seeing the “real” and resolutely responding with what is good

• Love: embodying God’s own compassion

What is Distinct About Ascension’s Expression of Solidarity?

• Solidarity: Embrace of our common humanity and connection; recognizing that we are one

• ERD #3: each individual “must be treated as a unique person of incomparable worth”

• imago Dei: every human being is created in the image and likeness of God

Continuing Your Praxis of Solidarity

• What has been affirmed?

• What has been challenged?

• Where will solidarity be visible in your leadership?

• What ought to be different for Ascension through this community’s shared commitment to solidarity?

NOTES

ACTION ITEMS

VIRTUES IN ACTION LEADERSHIP REFLECTION PROCESS

Sarah Reddin, D. HCML

NOTES

ACTION ITEMS

Objectives

• To develop the practices and competencies for awareness of self and others to shape the action-reflection process in and through leadership, integrating the Virtue of Prudence

Outcomes

• Explore key moments of experience as doorways to the deeper story of who you are as a leader

• Inquire to reveal layers of meaning, motivation, gifts and blind spots to leadership

• Recognize patterns that enable and hinder leadership

• Discover Virtues that are active or needed

Virtues: A Summary

VIA Experience

• Reflection

• Share Key Leadership Moments

• Select Member’s Moment for Reflective Sharing

• Reading #2

• Clarifying Questions - integrating the Virtue of Faith

• Exploratory Questions - integrating the Virtue of Faith

• Heart of the Matter - integrating the Virtue of Hope

• Member Insights - integrating the Virtue of Love

• Gratitude, Prayer, and Return Instructions — integrating the Virtue of Prudence

Ground Rules

• Engage with the Value of Reverence: respect for the dignity and diversity of life

• These are sacred stories of human beings not problems to be solved

• Double confidentiality - stories are not shared outside of VIA, or invited to be discussed more outside of VIA

• Silence and space are good - not to be feared

• Suspend judgment

• Practice self-reflection by drawing on what is going on inside you and developing self-awareness

• Group makes space for equal participation by all

• Trust the group and the process

VIA Groups

• VIA Group #1: Andy Davis Todd, Tom, Ellen, Mark, Tracie

• VIA Group #2: Lisa Davis Mo, Michael, Ryan, Aaron, Tara

• VIA Group #3: Stephanie Duggan Jason, E, Gagan, Bob, Christann

• VIA Group #4: Tom VanOsdol Scott, Audra, Rachel, Jon, Stephan

NOTES

ACTION ITEMS

HEALTH AND VITALITY: ENERGY

MANAGEMENT

TO BE YOUR BEST SELF – SLEEP AND RECOVERY

Stacey Sullivan

NOTES ACTION ITEMS

Objectives

• Connect the dots from the 360 Energy Profile to understand and identify current gaps in energy management practice .

• Understand how a deeper connection to purpose can be a powerful motivator of behavior change.

• Identify sleep requirements and quantity and quality of sleep patterns .

• Learn about sleep strategies that can improve quality and quantity of sleep .

Outcomes

• Analyze and interpret their 360 Energy Profile Results and derive gaps from the report in the four dimensions where course correction is needed to help serve their best self.

• Identify the role sleep plays in the recovery process; use the sleep tips to manage energy and sleep better; and describe the connection between sleep and best self .

• Correlate Purpose Statement with best self vision, differentiate values from beliefs, identify their core values, and draft their Purpose Statement .

• Develop a 90-day training mission focused on better sleep .

How committed are you to your purpose?

How focused are you?

What is the quality of your emotional energy?

How much physical energy do you have?

Spiritual Energy

The force of energy that creates clarity about who and what matters most, aligns behaviors with values, and facilitates a deeper connection to purpose.

Aligning Energy Investments

Complete the activity below.

IMPORTANCE

From 1-10 rate how important this is to you

ENERGY

From 1-10 rate how much energy you give to this area

DIFFERENCE BETWEEN COLUMN 1 & 2

JOB/ CAREER HEALTH & WELL-BEING HOBBIES

FAMILY & FRIENDS

FULL ENGAGEMENT ®

The acquired ability to intentionally invest your full and best energy, right here, right now.

Do you have opportunity to re-align your energy with what is most important in your life?

Purpose

Use your Purpose as a tool to help you identify opportunities to better manage your energy and build energy capacity.

Who or what has received your best energy over the last 3 months?

What is the impact of how you have prioritized your energy over the last 3 months?

How will you use your Purpose to help you re-align your energy investments?

Spiritual Energy Tips

Each day, reflect on whether your behavior was aligned with your core values. 1

Within 30 minutes of waking, set your intention for who and what will get your best energy for the day. 2

Give back to others by engaging in local community service events. 3

Create visual reminders of what is most important to you.

Connect with your purpose by regularly reflecting on who and what is most important to you.

Physical Energy

The quantity of energy that is influenced by movement, sleep, exercise, and nutrition. It is the foundation for Full Engagement®.

Sleep Better

Sleep provides an essential period of recovery and is vital to our well-being. It is a key part of physical, mental, and emotional health.

Are you consistently getting the recommended 7–9 hours of sleep per night?

Yes / No

Describe the impact of a poor night's sleep on your performance and well-being.

Sleep Strategies

- Create consistent sleep/wake routine to reinforce your body’s internal clock.

- Get at least 30 minutes of daylight each day to promote daily sleep/wake patterns.

- Activities that help you lower your body temperature, and your metabolism can help you feel sleepy.

- Start winding down 1-2 hours before bed.

- Create a sleep retreat in your bedroom by keeping it dark, quiet, comfortable, and free from distractions.

- Use deep breathing and/or meditation to create a physiological relaxation response.

- Keep naps to < 20 minutes and avoid taking a nap after 3pm.

- Avoid large meals 2-3 hours prior to bedtime.

- Avoid caffeine in the afternoon.

- Avoid nicotine.

- Avoid alcohol before bedtime – it can deprive you of deep sleep.

- Try a body scan exercise to help you create restful thoughts.

- Use the 20-minute rule – don’t lie awake for more than 20 minutes.

- If you worry or have a lot on your mind, keep a notepad by your bedside and write down your thoughts so you can address them when you wake.

- If you must keep you phone in your bedroom, set Do Not Disturb to quiet your notifications.

Your Old Story

What is the old story you have about sleep?

I want to be more engaged with…

But…

Your New Story

What is the new story you need to help you achieve your 90-day training mission?

The truth is…

If I continue on this path and don’t change the short-term consequences will be…

If I continue on this path and don’t change the long-term consequences will be...

This mission is important to me because…

From now on I will…

Rituals

Consciously acquired routines that serve your 90-day training mission.

1. VALUES

The bigger "Why"

- Connect to your Best Self, Purpose, and New Story

4. ACTION

Set Up for Success - Supportive environment - Repeat, repeat, repeat - Measure (reward & adjust) - Celebrate & share

Values Positive Rituals Energy

2. TIME Cue/Trigger

Action Time

- Link to existing habits - Fixed time, duration, place - “After..., I will...”

3. ENERGY

Specific Behavior/Action

- Not what you want to stop or avoid - Keep it small - Focus, no more than 1-3 rituals

I plan to do this behavior...

For the next 90 days, the behavior I will perform is… time(s) a day / a week / as needed

I will track my behavior by…

I will check in with my accountability partner… time(s) a day / a week / as needed

I will celebrate small wins by…

When I face a setback or obstacle I will…

I plan to do this behavior...

For the next 90 days, the behavior I will perform is… time(s) a day / a week / as needed

I will track my behavior by…

I will check in with my accountability partner… time(s) a day / a week / as needed

I will celebrate small wins by…

When I face a setback or obstacle I will…

RESIDENTIAL 2 ACTION ITEMS

Your New Story

What is the new story you need to help you achieve your 90-day training mission?

The truth is…

If I continue on this path and don’t change the short-term consequences will be…

If I continue on this path and don’t change the long-term consequences will be...

This mission is important to me because…

From now on I will…

COMPLETE THE MISSION

NOTES

ACTION ITEMS

NOTES

ACTION ITEMS

REFLECTIVE CLOSE

Gagan Singh

NOTES

ACTION ITEMS

Reflection and Conversation

• What have you learned about yourself as a leader this week:

– Through our reflection on, experiences of and learning about Solidarity?

– Through our immersion experience?

– Through learning how to manage energy rest and recovery?

– Through the Virtues In Action process?

• What practice will help you integrate and live what you have learned in your professional and personal life between now and RES III?

NOTES

ACTION ITEMS

4600 Edmundson Road St. Louis, Missouri 63134 314.733.8000

Academy Blessing

As one community, Let us gather ourselves, Body, Mind, Heart and Soul, In the presence of God’s Spirit, Who dwells in and among us all.

We offer the work, joy, Refreshment and learning of this day

For the sake of those who are served By the good being done through us.