Mayo Clinic Department of Development by Francesca Dickson Ripple

Department of Development

Summit September 26-27, 2007 Radisson Plaza Hotel, Rochester, Minn.

Exploring new terrain ... together!

Department of Development Summit Exploring new terrain … together!

THE LAW OF MOUNT EVEREST As the Challenge Escalates, the Need for Teamwork Elevates

n 1935, twenty-one-year-old Tenzing Norgay made his first trip to Mount Everest. He worked as a porter for a British team of mountaineers. A Sherpa born in the high altitudes of Nepal, Tenzing had been drawn to the mountain from the time that Westerners began visiting the area with the idea of climbing to the mountain’s peak. The first group had come in 1920. Fifteen years later, climbers were still trying to figure out how to conquer the mountain.

In 1953, Tenzing embarked on his seventh expedition to Everest with a British group led by Colonel John Hunt. By then, he was respected not only as a porter who could carry heavy loads at high altitudes, but also as a mountaineer and full-fledged expedition member, an honor unusual at that time for a Sherpa. Tenzing was also engaged to be the British group’s sirdar for the trip, the Sherpa leader who would hire, organize and lead the porters for the journey. That was no small task. To hope to get just two people from base camp up to the summit, the team brought 10 high-altitude climbers, including a New Zealander named Edmund Hillary. Altogether, the men would require two and one-half tons of equipment and food. Those supplies couldn’t be trucked or air-lifted to the base of the mountain. They had to be delivered to Kathmandu and carried on the backs of men and women 180 miles up and down Himalayan ridges and over rivers crossed by narrow rope-and-plank bridges to the base camp. Tenzing would have to hire between two and three hundred people just to get the supplies in the vicinity of the mountain. Supplies needed by the party above the base camps would have to be carried up the mountain by another 40 porters, each a Sherpa with extensive mountain experience. The best third of that team would continue working higher up the mountain, carrying up the 750 pounds of necessary equipment in 30-pound loads. Only Tenzing and three other porters would have the strength and skill to go to the high camps near the summit.

For each level that the climbers reached, a higher degree of teamwork was required. One set of men would exhaust themselves just to get equipment up the mountain for the next group. Of the teamwork involved, Tenzing remarked: You do not climb a mountain like Everest by trying to race ahead on your own, or by competing with your comrades.You do it slowly and carefully, by unselfish teamwork. Certainly I wanted to reach the top myself; it was the thing I had dreamed of all my life. But if the lot fell to someone else, I would take it like a man, and not a cry-baby. For that is the mountain way.

Department of Development Summit Exploring new terrain … together!

The team of climbers, using the “mountain way,” ultimately made it possible for two pairs to make an attempt to reach the summit. The first consisted of Tom Bourdillon and Charles Evans. When they tried and failed, the other team got its chance. That team consisted of Tenzing and Edmund Hillary. Tenzing wrote of the first team: They were worn-out, sick with exhaustion, and, of course, terribly disappointed that they had not reached the summit themselves. But still … they did everything they could to advise and help us. And I thought, yes, that is how it is on a mountain. That is how a mountain makes men great. For where would Hillary and I have been without the others? Without the climbers who had made the route and the Sherpas who had carried the loads? Without Bourdillon and Evans, Hunt and Da Namgyal, who had cleared the way ahead? Without Lowe and Gregory, Ang Hyima, Ang Tempra and Penba, who were there only to help us? It was only because of the work and sacrifice of all of them that we were now to have our chance at the top. They made the most of their chance. On May 29, 1953, Tenzing Norgay and Edmund Hillary accomplished what no other human being ever had: They stood on the summit of Mount Everest, the world’s highest peak! Could Tenzing and Hillary have made it alone? The answer is no. Could they have made it without a great team? Again, the answer is no. Why? Because as the challenge escalates, the need for teamwork elevates. That’s the Law of Mount Everest. Adapted from The 17 Indisputable Laws of Teamwork, by John C. Maxwell

Summit Planning Committee Members

Thank you to everyone who voluntered to be on the 2007 Summit Planning Committees. This was truly a group effort by many dedicated people. Lynn Bockenhauer Francesca Dickson Heidi Dieter Gina Good Jaci Gosse Teri Hauser Amy Keller Susan Kennedy Suzanne Leaf-Brock

Lynn Loosbrock Nancy Lott Barb Myhre Kristie Naines Bebe Oliver Sarah Panetta Dianna Parks Alisa Rossow Julie Schimelpfenig Kara Schott Keri Smith-Norman Suzanne Winckler

Department of Development Summit Exploring new terrain … together!

Wednesday, September 26, 2007 Breakfast 7:30-8:15 a.m. Radisson Galleria Ballrooms I-IV

Summit Breakfast Buffet We Have Mountains to Climb Welcome Presenters: Jaci Gosse Lynn Loosbrock Sarah Panetta s uhm-it] — the highest point of a peak Summit [s

8:15-9:00 a.m. Radisson Galleria Ballrooms I-IV

Moving Together Teamwork 24/7 at Mayo Panel discussion moderated by Jim Lyddy, Ph.D. moov-ing tuh-g geth-er] — method Moving Together [m of climbing in which climbers climb at the same time with running belays (ropes, anchors, braking devices) between them.

Department of Development Summit Exploring new terrain … together!

Breakout Sessions All workshops will be repeated during 10:05 a.m. session 9:10-9:55 a.m. and Simulclimbing 10:05-10:50 a.m. Teaming up to do your job better Radisson si m-uhl-klim-ing] — a technique Galleria Ballrooms I-IV Simulclimbing [s where climbers move simultaneously upward with the leader placing protection, which others use and the final person removes as they advance.

Adventures in Proposals ... Parental Guidance Advised Your dedicated proposal writers have come together to bring you 45 minutes of dynamic, interactive discussion.You will leave this session with creative approaches to communicate funding opportunities; ways to pick up cues that enhance the creative process; and an overall fun, fresh outlook on “proposals.” Think Oscar winning. Think star power. Partnering with Communications and Graphics Writers write. Designers design. But they do a whole lot more than that, too. Come find out how communications consultants and graphic artists can serve as your partners in strategic thinking, planning, problem-solving, creativity, brainstorming and success measurement. S’more About the Cores ... Appropriate for all Audiences Want to be a happy camper? Come and share stories around the campfire and learn how your involvement in the Cores can help us to improve communications and develop stronger teams. Listen to tales that will warm your benefactor’s heart and keep you on the edge of your lawn chair! BYOBS (Bring your own benefactor stories). Thanking Our Benefactors Mahalo. Gracias. Merci. Shukran. Miigwech. How do we create the ultimate gift-giving experience for benefactors? We never stop saying thank you. Learn how you can strengthen Mayo’s relationship with benefactors by expressing appreciation.You will learn about the whole spectrum of tools and techniques available — acknowledgments, events, gifts, reports — the list goes on and on.You also will have the opportunity to interact with your colleagues and share best practices.

Department of Development Summit Exploring new terrain … together!

11:00-11:45 a.m. Radisson Galleria Ballrooms I-IV

Alpine Start Health Policy 101 Presenter: George Bartley, M.D., CEO, Mayo Clinic Jacksonville al-pahyn stahrt] — the push-off Alpine Start [a time (generally around 2:00 a.m. or earlier) for a summit run in order to return to camp by nightfall, as well as to avoid the dangers of melting ice and snow as the day’s heat progresses, which make the climb dangerous.

Lunch 12:00-1:15 p.m. Radisson Galleria Ballrooms I-IV

Rest Step Lunch Buffet Battling the “No” People Presenter: Father Nick Mezacappa Rector, Calvary Episcopal Church r est step] — energy-saving technique Rest Step [r where the uphill leg is rested between each step forward, sometimes by locking the knee of rear leg.

Department of Development Summit Exploring new terrain … together!

Speak up! Brainstorming sessions to express your ideas 1:30-3:30 p.m. Radisson Galleria Ballrooms I-IV

Flash How would you create the future of philanthropy at Mayo Clinic? Do you feel like the demands of each day never leave time to share good ideas with your colleagues? Well, now’s your time to speak up! Bring us your great ideas! How can we work together to raise funds for Mayo’s mission in a rapidly changing world? What lessons have you learned in Mayo’s first-ever campaign that can help prepare us for future campaigns? On Thursday, we will vote to select our best ideas from this session and form work groups to put these ideas into action. • Talk the talk, walk the walk: Ideas for building a better, closer, tighter team • Raising the bar: How would you structure a $40 billion campaign? • The world is flat: How to align fund-raising strategies as demographics change in the United States and globally • Cyber philanthropy: How can development communications adapt in a world of blogs and YouTubes? • Mayo Clinic Department of Development: Are we the best in the nation? Why? Why not? • Intended consequences: Ideas for fund-raising in the uncharted landscape of health care reform Flash [flash] — to successfully lead a climb you’ve never previously attempted with no falls, but with knowledge of its features and difficulties.

Department of Development Summit Exploring new terrain … together!

3:30-5:00 p.m.

Mixed Climbing Team Time Time to collaborate with colleagues in your area of expertise. Mixed Climbing [miksd klim-ing] — ascending a route involving a combination of snow, rock and ice.

Dinner 5:00 p.m. Söntés Restaurant 4 Third Avenue S.W.

Pinkpoint Time Out Time for dinner and conversation. p ing k point] — to complete a climb Pinkpoint [p without falling or resting on the rope.

Department of Development Summit Exploring new terrain … together!

Thursday, September 27, 2007 Breakfast 7:15-8:00 a.m. Siebens 4-02

Gorp Continental Breakfast Come to prepare for “Why Mayo?”trekking. Sherpas will leave promptly at 8:00 a.m. Gorp [gaurp] — good ol’ raisins and peanuts trail mix to keep high energy level on long climbs.

Breakout Sessions 8:15-10:30 a.m.

Getting Dialed ”Why Mayo?” Treks Follow your Sherpa and see for yourself why benefactors want to contribute to The Campaign for Mayo Clinic. Physicians and scientists from all across Mayo will demonstrate why Mayo stands out in the world of academic medicine.You can carry their stories back to our benefactors. Getting Dialed [get-ting da hy-uhld] — to have total understanding of a route, a move, a rock or a situation.

Trek 1 Gonda Lobby 302 and Gonda 19

There’s Only One: Mayo Clinic Cancer Center Come to learn about some of our most exciting funding opportunities to support our enterprise-wide cancer center. Trek 1 will include a tour of the Cancer Education Center. Then we will climb to Gonda 19 to tour one of the cancer center’s newest research spaces. Presenters: Matthew Ames, Ph.D. Robert Smallridge, M.D. Rafael Fonseca, M.D. Jill Dowdy Phillip Plonka

Department of Development Summit Exploring new terrain … together!

Trek 2 SPORES: Gonda 19-105

Mayo Clinic Cancer Center SPORES: What’s the fuss? Very few institutions in the country have one SPORE grant, and only a handful have more than three. Mayo Clinic has six SPORE grants. Come to learn why. Presenter: Robert Diasio, M.D. Director, Mayo Clinic Cancer Center

AGTC: Stabile 11-69

Advanced Genomics Technology Center: Individualized Medicine in Action The Advanced Genomics Technology Center (AGTC) brings together seven different genomics-oriented shared resources and two laboratory-based training programs. Come see these state-of-the-art facilities. Presenters: Jean-Pierre Kocher, Ph.D. Karla Kopp

Trek 3 Lung: Stabile 8 Heart: Guggenheim 9

Faster, Better, Safer: Case Studies in Translational Research and Drug Development within Mayo’s Heart-Lung Research Center Within the new Heart-Lung Research Center, Andrew Limper, M.D., and Zvezdana Vuk-Pavlovic, Ph.D. are engaged in conquering lung fibrosis and interstitial lung disease. Their colleagues in heart research, John Burnett, M.D., and Ondrej Lisy, M.D., Ph.D., recently discovered a chemical in the venomous green mamba that shows promise as a treatment for congestive heart failure. Working with Ronald Marler, D.V.M., Ph.D., and Mayo Clinic Health Solutions, they’re bringing new treatments to patients. Come learn how these researchers are translating discoveries to patients and how the new Heart-Lung Research Center can help them in their efforts. Presenters: Ronald Marler, D.V.M., Ph.D. Andrew Limper, M.D. Zvezdana Vuk-Pavlovic, Ph.D.

Department of Development Summit Exploring new terrain … together!

Trek 4 Opus Building

Center for Advanced Imaging: A Picture’s Worth a Thousand Words Be among the first to tour the Opus Building, Mayo Clinic Rochester’s brand-new research facility. Check out the state-of-the-art imaging equipment and hear about the latest advances in imaging. Presenter: Stephen Riederer, Ph.D. The Amazing Zebrafish: Little Fish, Big Objectives Tour the zebrafish lab, where Chao Xu, Ph.D. and his colleagues study the developmental origins of health and disease, with the help of 8,000 zebrafish. These researchers are particularly interested in the mechanism of heart failure and congenital heart disease. Presenter: Chao Xu, Ph.D., and colleagues

Trek 5 Saint Marys Hospital

Translating Research into Healthier Lifestyles Tour the Clinical Research Unit at Saint Marys Hospital and find out how Mayo brings research out of the lab and into the real world.

Trek 6 Begins at Hall of Benefactors, Siebens Subway

Mayo Clinic: A Heritage of Giving Mayo Clinic, as we know it, would not have been possible without a gift from Dr. Will and Dr. Charlie and their wives, Hattie and Edith, to establish the Mayo Foundation. This trek begins in the Hall of Benefactors and will wind its way through several special recognition areas ending at Heritage Hall with the fascinating history of philanthropy and innovation at Mayo Clinic. We will then move by shuttle to the Foundation House for a handson exploration of the house, featuring special stories and folklore about the former residents, Dr. and Mrs. Will Mayo. Participants will receive a sheet of fun facts to help them tell stories to benefactors about the heritage of the house. Presenters: Shelley Henry Jaci Gosse Matt Dacy

Department of Development Summit Exploring new terrain â&#x20AC;Ś together!

Trek 7 Pediatric Center: Mayo 16 Writing Workshop: Gonda 16

Nurturing the Whole Person, With a Little Help From Philanthropy The Mayo Clinic T. Denny Sanford Pediatric Center opened in July 2007 and is a shining example of Mayoâ&#x20AC;&#x2122;s commitment to treating the whole person. With its creative and soothing Midwest rivers and prairie themes, the facility feels like a natural wonderland. From the tree lights to the fish floors, children have much to explore in their own medical education area and pediatric specialty areas. Following a tour of the center, participants on this trek will enjoy a workshop by author Yuko Taniguchi from the Arts in the Bedside program. Ms. Taniguchi leads writing workshops in the Humanities in Medicine Creative Renewal Series The Arts in the Bedside program was recently expanded by a generous gift from Mr. and Mrs. Richard C. McBrien. Presenters: Keri Smith-Norman Yuko Taniguchi

Trek 8 Dan Abraham Healthy Living Center Subway Room 200

Wellness Break: Restoring Body, Mind and Spirit at Home and Work Staff from the Dan Abraham Healthy Living Center will lead a program emphasizing strategies to maintain wellness and fitness. Then, we will break into smaller groups to explore your choice of Pleasurable and Purposeful Meals and Snacks, Beginning Cycling or Easy Yoga. Please dress appropriately for the fitness classes if you choose to participate. Time will be provided at the end to freshen up and change clothes for the rest of the day. The new facility was made possible by a gift from Mr. Dan Abraham to benefit the health and well-being of Mayo Clinic staff.

Trek 9 SPARC: Mayo 17 SIM Center: Stabile 1, Front Desk

Pushing the Envelope: Innovation in Action at Mayo Clinic This trek will visit two places that are pushing the envelope in patient care. The SPARC Innovation Program is like nothing else at Mayo Clinic. Learn how SPARC (See, Plan, Act, Refine, Communicate) uses design principles to inspire novel thinking about health care delivery that transforms the patient care experience. The Mayo Clinic Multidisciplinary Simulation Center helps to prepare medical professionals for the challenges of medical practice. Explore the 10,000-square-foot facility that includes simulation labs with high-fidelity mannequins and sophisticated, computerized task trainers that allow physicians and allied heatlh staff to practice procedures.

Department of Development Summit Exploring new terrain … together!

11:00-11:45 a.m. Radisson Galleria Ballrooms I-IV

Carin Speak Up! Results and Action Plan to Guide Us Ahead After hearing about the potential impact of current and future trends that affect fund-raising success, and brainstorming tactics to respond to these trends, we’re ready to identify and prioritize next steps. Now’s your chance to VOTE. Come prepared to make some decisions! Presenter: John Noseworthy, M.D. kar-in] — a distinctive pile of stones, Carin[k wood, or both, placed to designate the route.

Lunch 11:45 a.m.-12:45 p.m. Radisson Galleria Ballrooms I-IV

Required Turn-Around Time Lunch Work-Life Balance and the Book of Past, Present and Future Presenter: Gregory Poland, M.D. Mary Lowell Leary Professor of Medicine Director, Mayo Clinic Vaccine Research Group and the Program in Translational Immunovirology and Biodefense k wa hyuhrd turn uhRequired Turn Around Time[ri-k round tahym] — the time of day at which climbers must turn back in order to descend safely.

1:00 p.m.-1:30 Radisson Galleria Ballrooms I-IV

Wired Onward Together! Closing Remarks: Jim Lyddy, Ph.D. John Noseworthy, M.D. Wired[wahyuhrd] — to have a route totally figured out.

Department of Development Summit Exploring new terrain â&#x20AC;Ś together!

Speaker Profiles

George B. Bartley, M.D., a practicing oculoplastic and orbital surgeon, received a B.A. degree at Miami University, Oxford, Ohio, in 1978 and anM.D. degree at Ohio State University College of Medicine in 1981. After an internship in Columbus, he completed residency training in ophthalmology at Mayo Clinic and subspecialty training in oculoplastic and orbital surgery at Wright State University in Dayton, Ohio. In 1986, Dr. Bartley joined the Department of Ophthalmology at Mayo Clinic Rochester. He was appointed department chair in 1992 and served until 2001, when he was elected to Mayo Clinic Rochester Board of Governors. In 2002, he was appointed to his current position as chief executive officer of Mayo Clinic Jacksonville. An avid writer, Dr. Bartley is author or co-author of more than 200 publications. In addition to his scientific writings on topics such as Gravesâ&#x20AC;&#x2122; disease and reconstructive surgery, he also has written on topics ranging from baseball to gardening, to the blindness of the poet John Milton, to the ideas of the philosopher Francis Bacon. Dr. Bartley is the Louis and Evelyn Krueger Professor of Ophthalmology at Mayo Clinic College of Medicine, a director emeritus of the American Board of Ophthalmology, past president of the Cogan Ophthalmic History Society, and a member of the Florida Council of 100.

Department of Development Summit Exploring new terrain … together!

Father Nick Mezacappa, M. Div., has been ordained to the Episcopal priesthood for the past 25 years. He has served as the rector of Calvary Episcopal Church, across the street from the Mayo Building, for the past 20 years. Before coming to Minnesota, he served churches in Iowa, Michigan and New York. A graduate of Heidelberg College in Tiffin, Ohio, he was trained as a teacher and athletics coach and worked in the field for seven years. It was after his teaching career that he attended Colgate/Rochester/Bexley Hall/Crozer Divinity School in Rochester, N.Y., where he received a Master’s in Divinity degree. Subsequently, he was ordained to the priesthood.

Gregory A. Poland, M.D., is the Mary Lowell Leary Professor of Medicine, director of the Mayo Vaccine Research Group and the Program in Translational Immunovirology and Biodefense. He is the associate chair for research in the Department of Internal Medicine. Dr. Poland has a long-standing interest in work-life balance and personal factors that allow individuals to flourish in the workplace. Through Real Courage, LLC, an organization he founded, he has written two books: “Do it Right, Do it Now: Fifty Tips to Success in Traditional Organizations,” and “The Three Questions.” Dr. Poland also developed a program on physician well-being in the Department of Medicine.