Leadership Academy Participant Guide – C5 RES IV – October 24-26, 2023

ASCENSION LEADERSHIP ACADEMY Participant Guide

Community 5 | Residential IV

October 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 IV

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

Audra Pratt and Aaron Shoemaker

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

OPENING REMARKS AND DIALOGUE

Joe Impicciche

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

THE VIRTUES OF COURAGE AND TEMPERANCE

Tom VanOsdol and Sarah Reddin

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, patient and associate 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 foundation of and reason for all that we do

Prudence

Judging and acting with practical wisdom; choosing both good ends and good means

Justice Creating right relationships

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

Rooted in transcendent mystery and the ultimate good

Seeing clearly what is real and resolutely pursuing the good

Embodying God’s own relational life and compassion

Humility

Honest self-appraisal and willing service to others: neither self-debasing nor self-aggrandizing

Solidarity

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

Faith

Hope

Love

Revisiting Servant Leadership

Aristotle’s Virtue Ethics

Cowardice

Apathy Justice

Insensibility

Temperance

Negligence Prudence

Righteousness

Self-indulgence

Inconstancy

Humility: accepting the truth of our nature

Saint Ignatius of Loyola

Order of the Society of Jesus (Jesuits)

Self-Paced Module Available from Ascension

Self-Paced Module Available from Ascension

https: // www.ascensionmission.org/courses/prayer-practice-the-examen

1 . Give thanks

2 . Ask for light

3 . Examine the day

4 . Seek forgiveness

5 . Resolve to grow

Enneagram in Ascension

Enneagram Overview

Enneagram: Communication Styles

Type

1: The Reformer

Speaking Style

Precise, direct, detailed; “should, ought, right”

Body Language

Eyes focused, good posture, coordinated clothes

2: The Helper

Ask questions, focus on other person

Smile, relaxed posture, open body movements

3: The Achiever

Clear, efficient, logical; avoid negative topics

Confident, “put together,” acts to generate effect

4: The Individualist

Expressive, personal, creative

Intense, focused, calm

5: The Investigator

Selective work choice; focus on facts

Contained, few gestures, self-controlled

6: The Loyalist

Analytical, cautious; “what-ifs”

Concern, empathetic, reacts quickly to danger

7: The Enthusiast

Quick, spontaneous, upbeat; reframes

Smiling, bright-eyed, highly animated

8: The Challenger

Bold, authoritative, big picture

9: The Peacemaker Detail oriented, looks for both/and, agrees

Strong presence, modulates tone for impact

Easy-going, relaxed, animated expressions

Integrating Virtues by

NOTES ACTION ITEMS

PILOT RESEARCH INSIGHTS PRESENTATIONS

Soren Kaplan

NOTES

ACTION ITEMS

Objectives

• Share insights and learning from projects

• Gain input for future recommendations

Outcomes

• Understanding of current status and learning from projects, including community-wide input for moving forward

New Plan: Consumer-Centric Solutions Framework

NOTES ACTION ITEMS

BUSINESS MODEL INNOVATION

Soren Kaplan and Aaron Ferber

NOTES

ACTION ITEMS

Objectives

• Learn the definition of business model

• Gain insight into how to build a business model

Outcomes

• Understanding of business models and a template for building them

What is a Business Model?

How do we add the most value?

How do we create the most differentiation?

How do we create financial sustainability?

Business Model Canvas

Business Model Working Session

• Discuss your business model using the template as a guide

• Consider how you will:

A. Add the most value

B. Differentiate from other alternatives

C. Ensure financial sustainability

• Be prepared to quickly report-out of your insights and ideas

NOTES ACTION ITEMS

BUSINESS CASES AND GO FORWARD PLANS

Soren Kaplan and Aaron Ferber

NOTES

ACTION ITEMS

Objectives

• Share process for project recommendations

• Review best practices for sharing and pitching opportunities

Outcomes

• Understanding of next steps for developing project recommendation presentations

Presentation Template

Use this template as a guide when developing your final Go Forward recommendations presentation. Presentations should be no more than 20 minutes in length. Be creative and use any presentation format you wish, and try to be as visual as possible by using photos, graphics, charts, etc. Final presentations due to Shaneen by Friday, January 12, 2024 .

Presentation Flow Guiding Questions Consider

1 . Story What is a personal story that illustrates the overall problem and opportunity?

2 . Problem What is the big and growing problem?

3 High Level Solution What’s your proposed solution to address the problem(s)?

4 . Market Validation How do you know there’s a problem and an opportunity here?

5 . Market Size How big is the opportunity?

6 . Detailed Solution What are you providing, selling, or doing that solves the problem?

7 . Business Model How will you create a sustainable financial model?

8 . Success Factors What are the success factors for adoption and implementation?

9 Recommended Plan What is your proposed plan over the next 1-2 years to test, validate, and eventually scale the opportunity?

10 . Conclusion What else do you want our audience to know?

Tell a story from your solidarity experience, project research, or simply a personal example. Keep it short but make it emotionally compelling to set the stage.

Problems can include unmet needs, pain points, and unaddressed jobs to be done by key stakeholders and consumers.

Solutions can include products, services, processes, or consumer experiences, but whatever they are, they must clearly address the stated problem. Keep it high level.

Validation can come from both qualitative and quantitative data. Share stories about what you discovered in your research combined with data that shows this is a big deal.

Market size typically quantifies the positive impact if you’re solution is successful - e.g., the size of the prize if your product, service, process, or experience is widely adopted.

Go into more detail about your solution. What is it, who’s using it, how it works, how people experience it, and the expected results.

Describe how your solution will work financially - the investment, how revenue is generated, and how financial sustainability will be created.

Describe what needs to align to ensure success externally and internally including key stakeholders, partners, etc.

Consider whether a “minimal viable product” is needed or if the solution is ready for scaling. Create a roadmap if helpful, or use a simple implementation plan.

Close with another story, personal reflections, a mandate for change, or anything else that is relevant and compelling.

Team Working Sessions

• In your team, discuss your plan to complete your final presentation.

• Identify any questions or gaps to ask the community, Aaron, Soren, etc.

• Return ready to provide a verbal summary of your game plan and any questions to address.

NOTES ACTION ITEMS

REFLECTIVE CLOSE

E. Redmon

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

DAY TWO

SACRED SPACE

Tom Aloia and Tracie Loftis

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

EXECUTIVE PRESENTATION SKILLS WORKSHOP

Mimi Bliss and Holly Conner

NOTES

ACTION ITEMS

Objectives

• Focus on delivering a shorter, sharper message, whether you’re speaking to associates or presenting to leadership

• Learn new tools for engaging your virtual and in-person audiences, including use of concrete examples, storytelling with data, and intentional questions

• Identify tactics to polish your speaking skills, such as voice, pause, gestures and eye contact, for both virtual and in-person presentations

Outcomes

• Actionable techniques that each leader can use in both formal and informal presentations. Techniques will vary by person, depending on their individual objectives

• Awareness of how to use voice, gestures, pause and eye contact to speak persuasively

• Plan to elevate the level of audience engagement in virtual and in-person presentations

Know Your Audience

5 Steps

1 . Connect with your audience – It’s about them, not you

2 . Choose your words – short words, short sentences

3 . Don’t blurry the lead – focus on the key issue

4 . Tell stories, not process – concrete stories and examples are stickier than abstract ideas

– Four Step Outline: Context + Point + Story + Next Step

5 . Speak with confidence – Use your voice, pause, gestures and eye contact to punctuate what’s important and speak persuasively

– Tips for Virtual Presentations

– Simple Visuals - Use your slide as a guide

Watch videos with speaking tips

For in-depth and refresher videos with speaking tips, login to Mimi’s On-Demand Video Library at https://www .mimibliss .com/member-sign-up.

Use Promo Code SPEAK10 for client access at no cost.

Mimi’s On-Demand Video Library at www .mimibliss .com. Use Promo Code SPEAK10 for client access at no cost.

Structure Your Presentation Activity

Instructions

Use the Four-Step Outline to create a piece of data to Ascension associates in less than a minute. Work in pairs. Practice aloud and use phones to record and playback.

1 . Context

2 . Point

3 . Story

4 . Next Steps

Structure Your Presentation

Activity

Instructions

Use the Four-Step Outline to create a one-minute presentation around your data to present “up” to senior leadership. Work in pairs. Practice aloud and use phones to record and playback.

1 . Context

2 . Point

3 . Story

4 . Next Steps

NOTES ACTION ITEMS

REFLECTIVE CLOSE

Gagan Singh

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

DAY THREE

SACRED SPACE

Michael Griffin and Bob Smith

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

CLOSING REMARKS AND DIALOGUE

Joe Impicciche

NOTES

ACTION ITEMS

NOTES ACTION ITEMS

CAREER SPONSORSHIP TRAINING FOR

SPONSORS

Katie Thenhaus

NOTES

ACTION ITEMS

Career Sponsorship Framework

What Is Career Sponsorship?

The active use of personal influence, professional standing, connections, and networks to enhance career opportunities and help clear pathways for others.

Career Sponsors

• Advocate and Influence

• Identify opportunities

• Enable career advancement

Sponsorship Benefits

Organization

• Cultivate a Strong Leadership Pipeline

• More Inclusive Culture

• Different Experiences and Perspectives

• Exposure to Lower Levels of the Organization

• More Cohesive Leadership Team

Career Sponsor

• Improved Leadership Skills

• Increased Visibility

• Personal Growth

• Knowledge Transfer

• Improved Retention and Succession Planning

Sponsee

• Access to Guidance and Expertise

• Exposure to New Opportunities

• Increased Visibility and Credibility

• Advocacy and Support

• Professional Development

Roles and Responsibilities

Career Sponsor

• Build a deep relationship

• Share experiences

• Help navigate organization

• Offer opportunities for visibility

• Advocate for sponsee

• Identify potential obstacles

• Partner to complete Career Action Plan

Sponsee

• Receive openly the gift of sponsorship

• Actively engage in the Sponsorship process

• Intentionally act on input from Career Sponsor

• Ownership of Career Action Plan

• Engage in ongoing development

• Pay it Forward - Sponsor others

Career Action Plan

1. Introduction

2. Self Assessment

3. Goal-Setting

4. Career Gap Analysis

5. Create a Roadmap

6. Maintain the Relationship

7. Extended Sponsorship

Link to Flipbook

Link to Flipbook ISSUU

https: // issuu.com/ascension-leadershipacademy/docs/ 0._my_career_action_plan_issuu_publication?fr=xKAE9_zU1NQ

Career Action Plan

Recommended Roadmap

Stages

Target Dates

Purpose and Milestones

Introduction November 13 - December 15 Lay the foundation for a successful sponsorship relationship.

• Orientation Meeting

• Goal Setting

• Sponsor Alignment

• Kick-Off Meeting

Self-Assessment December 16 - January 7 Self-examination of current career situation

• Identification of role likes and dislikes

• Identification of strengths, weaknesses, values, and motivators

Goal-Setting January 8 - January 22 Set clear career goals.

• Goal Definition

• Sponsor Review

Career Gap Analysis February 1 - March 15 Identify career paths and analyze gaps to achieve set goals.

• Research and Exploration

• Gap Analysis

• Sponsor’s Input

Create a Roadmap March 16 - April 15 Create a detailed roadmap (action plan) for career advancement

• Roadmap Creation

• Plan Review

• Plan Finalization

Maintain the Relationship April 16 - April 30 Implement the plan and assess the effectiveness of the sponsorship relationship.

• Career Action Plan Initiation

• Reflect/Discernment

• Relationship Effectiveness Measurement

• Relationship Conclusion/Renewal

Extended Sponsorship May 1 Renew sponsorship partnership for ongoing growth

• Continuation Communication

• Plan Regular Progress Checks

Effective Engagement

NOTES ACTION ITEMS

RESILIENCY: THE ADVANTAGE OF AWARENESS FOR THE HEALTHCARE LEADER

Rev. Krista Gregory

NOTES

ACTION ITEMS

Objectives

• Explore the benefits of being aware of our emotions and physical sensations

• Recognize common responses to difficult emotions

• Practice techniques to become aware of our thoughts and emotions

Outcomes

• Understand the advantage of awareness of our physical and emotional sensations

• Use 3 resiliency tools to identify physical and emotional cues for improved decision-making and problem-solving, enhancing our control over outcomes

• Identify how our personal and professional awareness affect the people we serve

Checking In From the Last Residential

• Brief review of what we learned at last Residential:

– Know Your Plimsoll Line

– Plimsoll Line Check-in

– Zone of Resilience

• What are some of the signs you now notice since the last Residential that indicate your Plimsoll Line has been breached or you are about to be “overloaded?”

• What are some of the ways in the moment that you’ve addressed the breach?

• With awareness of the Zone of Resilience, how has your behavior changed as a leader? Personally? With your team?

Finding Your Anchor

Labeling and Feeling Emotions: Pithy Phrases to Help You Remember

“Feel it to Heal it”

(Taylor, 2009)

“Name it to Tame it”

(Siegal and Bryson, 2012)

Relevant Quotes

“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”

— attributed to Viktor Frankl, a Holocaust survivor

“When we name an emotion or experience, it doesn’t give that emotion or experience more power, it gives US more power.”

—

Brené Brown

“Not everything that is faced can be changed, but nothing can be changed until it is faced.”

— James Baldwin

“You have to go to your emotions before you can go through them.”

— Susan David

Effect of Awareness on Others

(patients, their families, associates, physicians)

• Fosters connection with them (Braun, Kinser, Rybarczyk, 2019)

• Helps prevent lawsuits

• Ensures that we can know joy. “We can’t be selectively numb.”

NOTES ACTION ITEMS

RESILIENCY: ADJUSTING PERSPECTIVE FOR RESILIENCE

Rev. Krista Gregory

NOTES

ACTION ITEMS

Objectives

• Recognize how self-criticism can narrow our perspective

• Explore how the language we use can change our perspective on ourselves and our circumstances

• Experience how a physical gesture can adjust our nervous system and our perspective

Outcomes

• Identify the self-critical voice and adjust our language

• Understand how our own self-criticism affects the people we lead

• Utilize a physical gesture to regulate our nervous system in board meetings and stressful conversations

Tool: Deep, Abdominal Breathing

The Golden Rule Remix: Part 1

Consider a time when you had a good friend in life or a colleague in the health care profession who was having a difficult time, perhaps when they are having a relationship struggle, simply failed in some way, or if they are in healthcare, perhaps they made a medical mistake or were second guessing themselves, or didn’t live up to their own expectations.

What do you typically say to your friend/colleague in situations like this?

The Golden Rule Remix: Part 2

Consider a time when you were having a difficult time, perhaps when you were having a relationship struggle, simply failed in some way, or if you were working at the bedside, perhaps you had made a medical mistake or were second guessing yourself, or didn’t live up to your own expectations.

What do you typically say to yourself in situations like this?

Relevant Quotes

“Talk to yourself like you would to someone you love.”

“I never considered myself a bully until I began to listen to the way I speak to myself…I think I owe myself an apology.”

–Anita Opper

– Brene Brown

How to Reframe Your Inner Critic

• The Role of the Inner Critic:

– The inner critic, although often seen negatively, serves a function to guide and help us in some way. It can provide constructive feedback and direction, similar to a coach.

• Distinction Between Guidance and Criticism:

– It’s crucial to understand the difference between guidance and criticism. Guidance is supportive, encouraging, and focused on improvement, while criticism can be harsh, judgmental, and counterproductive.

• Building Inner Nurturance:

– To counteract a harsh inner critic, the focus should be on building up an individual’s inner nurturer or caring committee. This involves cultivating positive experiences and internalizing them to offset the power of the inner critic. This approach is seen as more rewarding and conducive to personal growth.

Supportive Gestures (Tool)

Supportive Gestures (Tool)

Tools Your Learned So Far…

1. Know Your Plimsoll Line

2. Plimsoll Line Checklist

3. Zone of Resilience

4. Finding Your Anchor

5. S.T.O.P.

6. Name it to Tame it. Feel it to Heal it.

7. Deep, Abdominal Breathing

8. Golden Rule Remix

9. Supportive Gestures

Action Items between RES IV and RES V

• Experiment with utilizing Finding Your Anchor during your workday to ground yourself, to bring your mind back into your prefrontal cortex, to get yourself out of rumination and “stuckness.”

• Experiment with the STOP Tool to access yourself at various times during the day so that you have more choice, more control, more agency over what you say and how you say it, how you hold and release stress, and how you function as a leader.

• Start to notice your inner critic and consider replacing that voice with the voice of an encouraging coach, a good friend, a wise mentor. Notice how your inner critic leaks out onto the people you lead.

• When all else fails and you simply can’t alter the critical voice in your head or your nervous system is dysregulated, use your favorite Supportive Gesture.

NOTES ACTION ITEMS

VIRTUES IN ACTION

LEADERSHIP REFLECTION PROCESS: A KEY LEADERSHIP MOMENT

Sarah

Reddin

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

Prudence

Judging and acting with practical wisdom; choosing both good ends and good means

Justice Creating right relationships

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

Rooted in transcendent mystery and the ultimate good

Seeing clearly what is real and resolutely pursuing the good

Embodying God’s own relational life and compassion

Humility

Honest self-appraisal and willing service to others: neither self-debasing nor self-aggrandizing

Solidarity

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

Faith

Hope

Love

VIA Experience Instructions

• Meet with your reflection group in the designated breakout areas to reflect together on a key moment of a leadership experience using the following process.

Experience

• We are a community of learning and mutual growth, creating safe place in which we can explore the inner dimensions of our leadership for the sake of continued self-awareness and growth in virtue. The desired outcome of this communal reflection is practical wisdom – the virtue of prudence.

Writing Process

1 . Review

• Reflect on your recent experiences as a leader.

• Consider the Virtue which is the focus of this Residential.

• Where have you seen the Virtue present or need to be more present in your leadership?

VIA Experience

Writing Process

2 . Select

• Select one Key Leadership Moment for deeper exploration.

3 . Write

• Context or Background: a few sentences to help the listener understand the moment. Begin with “This key leadership moment explores the Virtue of…”

• The moment: a factual narrative of what occurred.

• Your Inner Experience: what was occurring within you during the moment? What did you think, feel, or sense?

• Avoid explanation, interpretation, and analysis. Reflections are often 1-2 pages or 3-5 minutes in length.

4 . Share

• Save your key leadership moment in a Google doc to your VIA group shared folder in the appropriate residential folder:

VIA Group #1 - Katie Thenhaus

VIA Group #2 - Michelle Kohler

VIA Group #3 - Sarah Reddin

VIA Group #4 - Tom VanOsdol

• At the Residential, your VIA Facilitator will guide the group through the reflective sharing process.

VIA Experience

Sharing Process

1 . Reflection: Facilitator leads.

2 . Share Key Leadership Moments: Each member reads their Key Leadership Moment out loud, one by one. Group has copies of each story to follow along. Group does not engage in commentary or conversation at this time. Simply hold the story

3 . Select Member’s Moment for Reflective Sharing: A Member can offer, or the group can ask for a particular story to be the focus. Over the course of the Residentials, all Members should have an opportunity for their story to be featured.

4 . Reading #2: Selected Member reads their story out loud for a second time.

5 . Clarifying Questions: (integrating the Virtue of Faith)

A. Group asks questions to better understand the experience.

i. Example: What time of day was it when this moment occurred?

6 . Exploratory Questions: (integrating the Virtue of Faith)

A. Group asks questions to help Member further understand their experience.

i. Example: What was the feeling you had when you heard that?

VIA Experience Sharing Process

7 . Heart of the Matter: (integrating the Virtue of Hope)

A. Group describes for Member what they hear at the heart of the story and what they sensed in themselves as listeners.

i. Example: Your story made me feel connected because it is about the need for community building within teams.

8 . Member Insights: (integrating the Virtue of Love)

A. Selected Member describes the role of Virtue in their story, their experience of sharing and discussing their story, and the insights they have developed

9 . Gratitude, Prayer, and Instructions: (integrating the Virtue of Prudence)

A. The facilitator shares prayer and gratitude for Members and their engagement in the process. Members return to the main room, reverently holding silence. Journal prompt provided until debrief begins

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

Pre-Work for Residential VVIA Reflection

Virtue of Justice: Creating right relationships

Reflection writing prompt:

A moment in which I practiced equal attention to the needs of an individual and the organization…

NOTES ACTION ITEMS

REFLECTIVE CLOSE

Rachel Raymond

NOTES

ACTION ITEMS

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.