Zingerman's: Creating a Vision of Greatness by trinitytoledo

creating a vision of grEaTneSs

Facilitated by Katie Frank and Maggie Bayless for Trinity Episcopal Church June 15, 2019

workshop outcomes By the end of the workshop, you will be able to: 1. Hear from Lisa about her personal vision for Trinity Episcopal Church, with an opportunity to ask questions of clarification. 2. Brainstorm images of what success looks like for Trinity in the year 2030. 3. Hear from a variety of voices to inspire and inform the visioning process. 4. Develop a plan to build on today's work, leading to a completed vision by January 2020. 5. Have fun while strengthening your network of peers.

itIneraRy

8AM Welcome, Overview, Introductions Brief Zingerman's History View from Lisa & Open Forum (Q&A) History of Visioning/Vision Example Small Group Vision Brainstorms Identify Vision Themes/"Headlines" Action Plan for Next Steps noon Adjourn

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Training Compact Trainer agrees to: a) Document clear performance expectations. b) Provide training resources. c) Recognize performance. d) Reward performance.

Trainees agree to: Take responsibility for the effectiveness of their training at Zingerman’s.

introductions • Your name and role/connection to Trinity • How long at Trinity? • 3-5 words that express what you value most about this congregation

misSIon staTemEnt We share the Zingerman's Experience Selling food that makes you happy Giving service that makes you smile In passionate pursuit of our mission Showing love and care in all our actions To enrich as many lives as we possibly can.

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notes on lisa's Vision

open forum in smalL groups: 1. Choose a facilitator (to keep track of time and to make sure everyone has a chance to speak), a note-taker (to write down your questions) and a spokesperson (to ask your questions). 2. Discuss the following: • What did you hear? • What is your reaction? 3. Write down the group's questions of clarification and prioritize them. (More space on next page.)

4. Be prepared to ask your group’s top priority question(s).

notes

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how

defines visIoN

Elements of an Effective Vision:

1) 2) 3) 4)

Inspiring Strategically sound Documented Communicated

What Vision is NOT:

Mission Statement Strategic Plan Something a consultant does for you Only for top of the organization

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resource

benEfits of VisIONing 1. Positive impact on others. 2. Attracts and keeps good people.

3. Allows us to create reality rather than just reacting to problems. 4. Statement of optimism in the future. 5. Forces us to act on and model the reality that there is no safe path. 6. Forces us to hold ourselves accountable. 7. Tells us what we aren't going to do. 8. Tells everyone what's in it for them. 9. Creates positive movement within the organization. 10. Helps people live better lives.

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creating a vision of grEatNeSs Purpose: To generate images of success for Trinity in the year 2030.

Agenda:

Working in small groups 1. Brainstorm a list of all the images/signs of success (picture yourself in 2030, what do you read/see/ hear/feel/smell?)

2. Fill up at least 3 flip chart pages, using the format shown. 3. Please write clearly as other people will need to read and understand what you've written.

Limit:

_____ minutes to complete

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reSoUrCE!

dRAFT VIsion CheCklisT Your vision draft should answer the question "What do I want to create?" • It is about your preferred future, not about opportunities. • Focuses on end result (the "what") not the process (the "how") that will get you there • Is something you want, NOT something you don't want • Isn't constrained by what you think appears to be possible or realistic • You can edit and change it (this is only a draft!) • Is stated in the positive, is descriptive, meaningful and specific • Is set in the future, yet stated in the present • Comes from constructive emotions of curiosity, passion, wonder, aspiration

next steps 1. First draft of vision Writing session - June 29 or July 20 2. Input/Feedback -

What do you find most compelling/exciting? Is anything unclear/needs fleshing out? Is anything important missing? Are there any show-stoppers?

3. Next draft

4. Repeat Steps 2 and 3 until "done" Lisa and vestry - approve final version 5. Roll-out 2030 Vision at January Annual Meeting

6. Create action plan to begin moving towards the vision

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reSoUrCE!

martin seligman & the science of wel l being

Excerpt from "A Lapsed Anarchist's Approach to Managing Ourselves By Ari Weinzweig Martin Seligman is the man behind the move towards positive psychology. In his book "Flourish" he advances the idea that a good life is one in which people are achieving well being. He makes a very good case for why using the Gross National Product for our universal standard of national success is misdirected and suggests instead that we ought to focus on well being. Dr. Seligman details five elements that make up well-being: positive emotion (feeling good), engagement (as in interest and active interaction with the world), good relationships, meaning and achievement. He uses the acronym PERMA to pull them together. Since that reminds me of "permaculture" which is pretty well known term in the world of sustainable agriculture. It's defined as "an ecological design system for sustainability in all aspects of human endeavor." Sounds good. I'll argue that Dr. Seligman's PERMA and well being does the same for human beings. This sidebar sits at the end of the essay because if you want to see how your vision has done in increasing the odds of you living a rewarding life, of attaining well being, you can use PERMA as a checklist. If your vision draft has touched on each of the five elements you're in good shape. If you've missed one (which is not uncommon) the first few times through, you still have time to add to the draft and get it included.

P – Positive Emotion – this is about feeling good and having good feelings E – Engagement – connection with colleagues, with ourselves, with he community, with the world. R – Relationships – the more rewarding and resilient the relationships we have the more likely that our life will be rewarding. M – Meaning – what makes the life you've outlined in the vision meaningful to you. Helping others, learning, connection, caring, giving back . . . A – Achievement – making something significant happen in our lives and/or for those around us, developing a new product, raising a child, becoming a masterful massage therapist, etc. Obviously, you're not obligated to write about any of the five. But I believe that visions that touch on all five are likely to be well rounded and really fulfilling. 13

what is

ZingTrain was founded in 1994 to share Zingerman's unique and uniquely successful approach to business. Our training covers a variety of topics including customer service, marketing, leadership, training, visioning, open book management, and more!

Our Clients • Restaurants, Hospitality, and Entertainment • Governments, Cities and Public Associations • Real Estate and Property Management • IT Services • Retailers and Food Co-ops

We offer: • Public 2-day seminars and 4-hour workshops • Private training at our location or yours • Implementation support and Vision Facilitation • Books and Training DVDs

• Law Firms • Libraries, Universities, Schools • Non-Profits • Financial Services • Manufacturers/Makers/ Producers

• Keynotes ZingTrain shares the tools, techniques and philosophies that are honed by constant use and improvement in Zingerman’s businesses, each and every day. Amongst the praise we frequently hear from our clients is that our approach and systems are applicable to businesses of varying industries, organizational structures and size -- and that they love how committed we are to their success!

• Dental and Health Care • Trade Associations, including the National Cooperative Grocers Association (NCGA)

Go to zingtrain.com to see a list of specific clients and read real-life client stories!

“The ZingTrain work was just the absolute perfect message at the perfect time. Every single person in the group was impacted by it. It’s changing the way our entire team is working.” - Rick Bayless, Frontera Grill

sTay iN tOuCh!

notes