Leadership Academy Participant Guide – C5 RES III – May 9-11, 2023

ASCENSION LEADERSHIP ACADEMY Participant Guide

Community 5 | Residential III

May 9 - 11, 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 III

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.

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

Stephan Masoncup and Estrellita Redmon

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

OPENING REMARKS AND DIALOGUE

Joe Impicciche

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

THE VIRTUE OF HUMILITY

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

Defining Humility

Recognizing, accepting and embracing the truth of our nature

Honest self-appraisal

And willing service to others

Neither self-debasing nor self-aggrandizing

Photo credit: Inga Gezalian

Leaders as Learners

From our evolving definitions of humility:

• Consider leaders who you have experienced in your life (work and non-work related)

In your journal:

• What adjectives would you use to describe them?

• To describe what they invoked in others?

• To describe how they made you feel?

does humility look like?

What

Denies ignorance

Assigns blame

Deceitful/defensive

Biting, demeaning humor

Overestimates gifts

Rigid and closed

Demands to be served

Unfeeling

Self-promoting

Oblivious

Domineering

HUMBLE LEADER

Admits ignorance, curious

Owns mistakes

Is honest/transparent

Uses self-effacing humor

Has balanced awareness of gifts and flaws

Is vulnerable and open

Serves

Is empathic

Is self-forgetting, selfless

Is grateful

Is collaborative

Hides ignorance

Always the victim

TMI/Gossip

Humorless

Focused on one’s flaws

Rigid and fearful

Gets served through passive aggressive means

Self-absorbed

Without a secure self: inds self through others

Resentful

“Yes-man”

Spirituality of Humility

Leaders are magnanimous in their dreams, visions and sense of mission; in their capacity for hope, confidence and daring; in their enthusiasm for the effort required to bring their work to a successful conclusion; in their propensity for using means proportionate to their goals; in their capacity to challenge themselves and those around them…Magnanimity and humility go hand in hand in leadership.

Magnanimity generates noble ambitions; humility channels these ambitions into serving others.

Alexandre Havard founder of the Virtuous Leadership Institute

Magnanimity: the striving of the spirit for great things

Theology of Humility

The result of humility and fear (/awe) of the Lord is riches, honor and life .

Proverbs 22:4

Humility means seeing ourselves as God sees us: knowing every good we have comes from Him as pure gift .

Saint Augustine of Hippo, North African theologian 354 - 430 AD

Humility: necessary for innovation

What does humility make possible?

Individually?

• Approachable/accessible

• Flexible/adaptable

• Influential

Organizationally?

• Collaboration

• Innovation

• Inclusion/belonging

• Outcomes

Practices of self-awareness

Humility requires recognizing the truth of our nature

• Internal self-awareness

– How we clearly see our own values, passions, aspirations, fit with our environment, reactions and impact on others

• External self-awareness

– Understanding how other people view our values, passions, aspirations, fit, reactions and impact on them …over time

“Authenticity means erasing the gap between what you firmly believe inside and what you reveal to the outside world . ”

Adam Grant American author and professor

Practices that nurture humility

• The both/and

• Gratitude

• Appreciation

• Forgiveness - both seeking and giving

• Active listening

• Healthy boundaries

• Demonstrate vulnerability

• Empathy

• Compassion

• Beginner’s mind

• Embracing failure

• Relentlessly rely on grace

Group Practice:

1 . Discuss practices

a . Familiar? New?

2 . What would you add?

3 . What impact do practices of humility have in your leadership?

How do we grow in virtue?

NOTES ACTION ITEMS

RESILIENCY: TOOLS FOR CULTIVATING CAPACITY IN THE HEALTHCARE ARENA

Rev. Krista Gregory, MDiv, BCC

NOTES

ACTION ITEMS

Objectives

• Identify stressors unique to the role of the senior healthcare leader and stressors that may be different for those whom we lead, including directors, providers, and young leaders

• Provide an overview of the training and tips for how to engage with the material in each session and in daily experience in between Residentials

– Define how this course differs from a traditional self-care or mindfulness course

• Explore how we know when we have reached our capacity

• Practice a resiliency tool that can be used in the midst of the stress and used with our teams we serve

Outcomes

• Recognize common signs of stress in ourselves and our associates

• Understand how and when to use a short resiliency tool while experiencing stressful moments

• Utilize a short resiliency tool with our teams, supporting them in recognizing when they have reached their capacity

Know Your Plimsoll Line

DRAW A BOAT

If you had a Plimsoll Line, how would you know if you were overloaded? List how your behavior, thoughts, emotions and physical sensations shift when you are over capacity or carrying too much cargo.

BEHAVIOR EMOTIONS

THOUGHTS PHYSICAL SENSATIONS

Guidelines for how to approach the sessions

What you will learn:

• Evidence-based tools you can use on the job, at the bedside or in the boardroom to maintain and build your capacity.

How to approach the course:

• Be curious. Play with the tools. Take care of yourself.

• There is no right or wrong way to access resilience. Engage with the material in the way that serves you best.

• Many of us are used to ignoring ourselves in order to get through our fast-paced day. Beginning to be aware of what we’re feeling may be more painful at first. Know that this is normal and may be viewed as a side-effect.

• If you begin to feel overloaded at any point, please feel free to stop practicing a tool and/or distract yourself (e.g. make a grocery list, doodle, etc.)

• I will be available at any point to discuss your concerns and answer your questions during the sessions or in between residentials.

Guidelines for how to approach the sessions

Group agreements:

• We are here to learn from one another (This includes me, too!)

• Confidentiality: “What’s learned here leaves here, what’s said here stays here.”

• Take care of yourself and your well-being. You are also encouraged to be brave about venturing into new emotional and mental territory.

• In group discussion, listen but don’t fix. We are good at “fixing” in healthcare. Here, each of us is good enough as we are.

The Zone of Resilience

Adapted from Ndefo 2021; Siegal, 2012; Trelevean, 2018

Where are you right now?

HOW DO YOU KNOW? (LIST THE SIGNS IN YOURSELF)

MIND

BEHAVIOR BODY

Moving Back into the Zone of Resilience

In the Zone of Resilience, we feel clear headed and in control, which allows us to solve problems, communicate clearly, and meet challenges skillfully. At the physiological level, our nervous system is calm and balanced, and we experience an optimal level of energy to complete tasks, pursue goals, and develop relationships with others.

When we experience traumatic events or high stress encounters, as we do in healthcare, our bodies create cortisol and adrenaline to help our bodies move quickly and minds to get even more focused. Our threat defense system is preparing us to fight or flee, which moves us toward the hyper zone.

Above the Zone of Resilience is the hyper zone, where we may experience racing thoughts and a faster heartbeat. When we are in the hyper zone for an extended period of time, we can crash into the hypo zone. In hypo, we might feel lethargic, numb, or depressed. Our body attempts to shut down in order to restore.

Whatever zone you are in, know that your response is perfectly normal. In certain situations, it may be appropriate for you to be in the hyper or hypo zone.

Adapted from Ndefo 2021; Siegal, 2012; Trelevean, 2018

Moving Back into the Zone of Resilience

If you feel dysregulated and want to move back into the Zone of Resilience, actions that remind us we are safe and connected can help. Here are a few ideas from Nagoski & Nagoski (2019):

• Physical activity (to flush the adrenaline out of your body)

• Deep, abdominal breathing (to signal to your body you are safe)

• Positive social interaction (another signal you are not threatened)

• Laughter (e.g. deep, belly laughter)

• Physical affection (e.g. supportive gesture, hugs, holding hands)

• Creative expression (e.g. writing, dancing, painting, etc.)

Adapted from Ndefo 2021; Siegal, 2012; Trelevean, 2018

References

American Psychological Association (2015). The road to resilience. Washington DC: American Psychological Association. http://www .apa .org/ helpcenter/road-resilience .aspx

Braun, S. E., Kinser, P.A., & Rybarczyk, B. (2019). Can mindfulness in health care professionals improve patient care? An integrative review and proposed model. Translational Behavioral Medicine, 9 , 187-201.

Kemper, K. J., Schwartz, A., Wilson, P. M., Mahan, J. D., Schubert, C. J., Staples, B. B., . .. Batra, M. (2020). Burnout in pediatric residents: Three years of national survey data. Pediatrics, 145, 1-13.

https://doi .org/10 .1542/peds .2019-1030

Nagoski, E., & Amelia Nagoski, D. M.A. (2020). Burnout: The secret to unlocking the stress cycle. Ballantine Books.

Ndefo, N. (2021, February). Resilience during difficult times. Online presentation.

https://lumostransforms .com/

Olson, K., & Kemper, K. J. (2014). Factors associated with well-being and confidence in providing compassionate care. Journal of Evidence-Based Complementary & Alternative Medicine, 19, 292-296.

Siegel, D. J. (2012). The developing mind: How relationships and the brain interact to shape who we are ( 2 nd ed.). Guilford Press.

Swisher, L. (2018). Sinking feeling? Know your plimsoll line. Feminem. Retrieved 8/13/2020:

https://feminem .org/2018/05/08/sinking-feeling-know-your-plimsoll-line/

Treleaven, D. A. (2018). Trauma-sensitive mindfulness: Practices for safe and transformative healing. WW Norton & Company.

Valley, M.A., & Stallones, L. (2017). Effect of mindfulness-based stress reduction training on health care worker safety: A randomized waitlist controlled trial.Journal of Occupational and Environmental Medicine, 59, 935-941.

https://doi .org/10 .1097/JOM .0000000000001090

NOTES ACTION ITEMS

SILICON VALLEY CULTURE AND SOLUTIONS

Soren Kaplan, PhD

NOTES

ACTION ITEMS

Objectives

• Gain insight into Silicon Valley innovation culture

• Prepare for immersion visits

Outcomes

• Context set for innovation immersion visits with implications for pilot projects

Objective:

Create the tallest structure on your table using only the materials provided to you. The entire marshmallow MUST be on top (the highest point of the structure)

Time: 18 Minutes

20 Spaghetti Sticks

1 Yard Masking Tape

1 Yard String

1 Marshmallow

Design Thinking Process

Silicon Valley Culture

1 . 10 x Thinking – Seek 10 x value and moonshots

2 . Problem-Focused – Fall in love with problems, not solutions

3 . Start Small – Build MVPs with two pizza teams

4 . Test & Learn – Fail faster to succeed sooner

5 . Scale – Expand exponentially

Decision Support

Team Lead: Ellen Gifford

Members:

Food Security

Homelessness & Mental Health

Pilot Project Teams

Team Lead: Mo Chadwick

Members:

• Todd Adams

• Ellen Gifford

• Mark Hayes

• Tracie Loftis

• Jon Sohn

Team Lead: Estrellita Redmon

Bring Care to Community of Needs

Team Lead: Tom Aloia

Members:

• Mo Chadwick

• Michael Griffin

• Ryan Schuler

• Aaron Shoemaker

• Tara Vail

• Jason Alexander

• Estrellita Redmon

• Gagan Singh

• Bob Smith

Members:

• Tom Aloia

• Scott Herndon

• Stephan Masoncup

• Audra Pratt

• Rachel Raymond

NOTES ACTION ITEMS

SILICON VALLEY IMMERSION EXPERIENCE:

INTRODUCTION

AND PREPARATION

Gregory McMaster NOTES

ACTION ITEMS

Objectives

• Participate in an informal exchange with leaders from analogous industries to gather insights and share ideas.

• Use external perspectives to influence action and make meaningful change at work and in life

Outcomes

• Gain a better understanding of how a culture of customer centricity can be used to better understand unmet social needs and how innovation and technology can accelerate social change

Review

What is an Immersion?

Why reflection is important.

What an Immersion looks like.

The Trifecta that Unlocks the Power of Immersion

Immersion is the disciplined and intentional practice of seeking external insight and inspiration to shift, shape, and elevate your leadership .

External Perspective

•

Informal

•

Share Ideas

•

Gather Insights

Mindset

Place yourself in a learning mindset

• Open and intellectually curious

• In an active state of discovery and exploration

• Divergent and non-judgmental

Leaders who have a Learning Mindset learn significantly more, faster, and as a result perform at a higher level and create greater value for their company and for themselves.

Reflection

is an embedded practice in Immersion Learning because it is a critical component for lasting impact .

The Journey

Preparation

• Embrace the Immersion mindset

• Explore who you are meeting and why

• Prepare yourself and your team to manage the meeting and achieve best outcomes

Immersion

• Maintain your Immersion mindset to unlock insights

• Be present, remove distractions

• Be curious and open to new experiences

Reflection

• Unpack your observations and insights

• Share insights with the full group

Prepare

1. Align on your outcomes: What are you hoping to learn during this dialogue?

2. Align on key questions that will unlock desired insights.

a. Starter questions are in your materials.

3. Be ready to participate fully. The Immersions are designed as informal interactive exchanges – you control the outcome.

4. Agree on roles:

a. Introduction

b. Timekeeper

c. Scribe

d. Closer

Let’s Go!

You will now have the remainder of the preparation time in your team to prepare for tomorrow’s immersion

In the Prep session…

• Assign your roles

• Align around your starter questions

NOTES ACTION ITEMS

DAY TWO

SACRED SPACE

Jason Alexander and Rachel Raymond

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

SILICON VALLEY IMMERSION EXPERIENCE

NOTES

ACTION ITEMS

The Silicon Valley Immersion Briefing Book can be referenced using the below links:

Leadership Academy Program Portal

Leadership Academy Program Portal

https: //sites.google.com/d/1 AKRjDrFAupe7 bUWF1kxmoGoN-SvsRQrf/p/ 1kZ8-D7 tUafK 0 vk 6 Ke 9 tuYK 0 b1mXSUlub/edit?pli=1

Google ISSUU

Google

https: //docs.google.com/presentation/d/

1Fpehma1 gfP-gTZCfvyCSm1w/edit?usp=sharing

ISSUU

https: // issuu.com/ascension-leadershipacademy/docs/ ascension_silicon_valley_immersion_experience_brie

1 5 WnD 6 zf 6 gof 3 skKC 4Ww

NOTES ACTION ITEMS

DAY THREE

SACRED SPACE

Mo Chadwick and Jon Sohn

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

SILICON VALLEY IMMERSION EXPERIENCE: REFLECTION AND DEBRIEF

Gregory McMaster NOTES

ACTION ITEMS

Objectives

• Provide an opportunity for you to share in the insights and observations from the various immersion experiences

Outcomes

• Understand how humility and customer focus can intersect to achieve Ascensions mission, and have a positive impact in the community

We will use one minute cards during the immersion day to capture reflections in the moment

90 minute facilitated session takes place after all immersion experiences are complete

Three stages of reflection to support you in your leadership journey as well as your pilot project

Stage 1 (40 Minutes)

Please be seated with the immersion team you were with during yesterday’s visits.

• Take the first 10 minutes for personal reflection. Quickly capture your key insights from the four experiences using the following questions as guidance.

– What insights on values and customer focus did you observe? What makes that leader’s humility possible, and how does this make them more effective?

– How will these insights support my work on the pilot projects?

– What can I do/use to move forward in service of Ascension’s vision, mission, and values?

• For the next 15 minutes, share your top insights with the group in a “Round Robin” format.

• During the final 15 minutes, we would like you to converge your thinking and highlight the “TOP 3” insights that you, as a team, wish to share with the broader group.

Stage 2 (30 minutes)

We will now ask you to rejoin your pilot project teams. This will allow you to hear insights from the other teams and identify shared insights related to humility and your work on the pilot projects.

• Each immersion team representative reports out their TOP 3 insights for 3 minutes (15 minutes)

• Take the final 15 minutes for group discussion to identify your top 2 insights or common themes the team wishes to share with the broader group.

• Identify a team spokesperson to report to the entire group.

Stage 3 (20 minutes)

You will now briefly report the top 2 insights to the broader group. Each team has 3 minutes to share those insights for 12 minutes.

• Many of these insights will be identified by multiple groups as the report-outs occur. The later groups may wish only to add additional or unique perspectives.

The final 8 minutes will be a call to action to continue the thinking and insights stimulated by the immersions.

• We will ask each participant to identify one insight, as a result of the immersion, that they wish to experiment with or to implement in their own leadership journey or daily work as an Ascension leader.

NOTES ACTION ITEMS

MINIMAL VIABLE PRODUCTS (MVPS) AND PROTOTYPES

Soren Kaplan, PhD

NOTES

ACTION ITEMS

Objectives

• Understand Prototypes and Minimal Viable Products (MVPs)

• Define the MVP for your pilot project

Outcomes

• List of assumptions to test

• MVP defined for pilot project

Minimal Viable Products (MVPs)

• Not a fully functional product or service (minimal prototype)

• Focused on testing assumptions (learning)

• Success = scrap idea or fix it (iteration)

“The minimum viable product is that version of a new product which allows a team to collect the maximum amount of validated learning about customers with the least effort . ”

Eric Reis

The Lean Startup

Minimal Viable Product = Single Seattle location

Test & Learn = Open initially to only Amazon employees

A/B Test = Tried drive through option

Data collection = All purchases must be made through App; tracks everything

Ideas = Updated technology, store format, etc. based on learning

Pilot Team Breakouts

Complete the Template

1. Identify your top 3 assumptions to test

2. Define the MVP solution that you will use to test your assumptions

3. Be prepared to report out

Time: Until Noon

Pilot Project Name:

Assumptions

What are the top 3-4 assumptions you need to validate? (e.g., consumer, delivery, financial, provider, etc.)

1 .

2 .

3 .

Minimal Viable Product

What is the “solution” that you will create to test your assumptions? (describe the MVP solution to the problem)

NOTES ACTION ITEMS

MVP GAME PLANS

Soren Kaplan, PhD and Aaron Ferber

NOTES

ACTION ITEMS

Objectives

• Share your MVP for group input

• Scope your MVP game plan

Outcomes

• Updated MVP based on group input

• Game plan for project implementation

Due Date

By when?

Owner

Who leads this action?

Who’s Involved?

MVP Game Plan Template Action

Who participates (e.g., team members, Ascension stakeholders, consumers, or partners, etc.)?

What’s the MVP action (e.g., create prototype, engage consumers or stakeholders, etc.)?

Next Steps

Recommended

Deliverables for Checkpoint NowMay 2

Recommended Actions

Finalize MVP, Game Plan for testing MVP, and begin implementation. Options tools/templates to consider:

• Assumptions prioritization

• Prototyping Tools (Aaron)

Review progress with Soren/Aaron

Clear definition of MVP and Game Plan through end of September. Use whatever format your teams chooses for managing your plan and process. May

progress with Soren/Aaron

MVP Review

Share any relevant materials June

Review progress with Soren/Aaron

Sept

1

.

.

Oct

NOTES ACTION ITEMS

CLOSING REMARKS AND DIALOGUE

Joe Impicciche

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

VIRTUE IN ACTION LEADERSHIP REFLECTION PROCESS: A KEY LEADERSHIP MOMENT

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 Instructionsintegrating 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

• VIA Group #4: Tom VanOsdol

Scott, Stephan, Audra, Rachel, Jon

Residential IV - VIA Reflection

Virtue of Courage: Fortitude, resilience, bold action— risk for the sake of the good

Temperance: Discipline and self-restraint for the sake of personal integration and the common good

Reflection writing prompts (choose one):

Courage: A moment of risk where I was challenged to respond for the sake of what was right

Temperance: A moment that required me to practice self-regulation in order to advance the common good

NOTES ACTION ITEMS

REFLECTIVE CLOSE

Ryan

Schuler

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 Humility?

• Through our immersion experience?

• Through our learning on tools for cultivating capacity in the healthcare arena?

• Through the Virtues In Action process?

NOTES ACTION ITEMS

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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.