B08_-_Revised_SOW_DW_Adaptive_Leadership__Workshop_1_21_22.docx

Statement of Work Federal/State Fish and Wildlife Adaptive Leadership Workshop

Description of Requested Services:

The requested service is a three-day Adaptive Leadership Workshop and Leadership Retreat with an optional fourth day field trip, sponsored by the U.S. Fish and Wildlife Service’s (FWS) National Conservation Training Center (NCTC), that supports collaboration efforts between the FWS and State fish and wildlife agencies. The focus of the workshop is on building personal relationships and understanding, forging coalitions and leading change. The workshop is envisioned to provide a space for senior leaders to gather and network both formally and informally, and to learn and practice the adaptive leadership framework. Workshop participants will be able to work on current national conservation topics while sharing information, gaining perspective, building knowledge, and maximizing resources through collaboration and partnerships. Senior leaders will leverage lessons learned from conservation history and interact with innovative subject matter experts and practitioners to enhance collaboration across agencies and mutually envision addressing conservation challenges through the adaptive leadership framework.

In Fiscal Year 2022, the selected contractor will co-design instruction with FWS staff; develop all course materials in accordance with the design plan (appendix A); deliver a three-day (optional fourth day) Adaptive Leadership Workshop and Leadership Retreat pilot; evaluate the training at a Kirkpatrick Level 1 and 2 (See Glossary); and revise content, instructional methods, and course materials, as required.

Input to course development from State fish and wildlife agencies will be obtained through an established Association of Fish and Wildlife Agencies (AFWA) training subgroup, including one AFWA representative and two State agency representatives of their choosing.

This contract is for the pilot offering of the workshop tentatively scheduled for May 24-27, 2022.

The delivery method(s) of the workshop will be determined by the most effective means for the content. Delivery dates will take into account current conditions related to COVID-19 or subsequent outbreaks that could become epidemics or pandemics. Delivery is to take place primarily in a classroom setting at the FWS NCTC in Shepherdstown, WV, and may include online synchronous and/or online asynchronous components. The NCTC Director is the lead for this training and will make all final decisions concerning the content, development, design, and delivery of this training.

Period of Performance will be finalized at the Time of Award.

Background:

Collaboration between Federal and State leaders is essential for successful and proactive management of natural resources, critical habitat, and a range of important species. Input from FWS, State leaders, and the Association of Fish and Wildlife Agencies emphasize the need to build and strengthen relationships at the senior levels (FWS Memorandum February 6, 2020).

Good relationships require shared experiences and time together learning about one another professionally and personally to build trust, understanding, and meaningful and reliable communication; understanding one another’s political, legislative, and budgetary processes as well as priorities and realities; and recurring opportunities to sustain relationships amidst frequent leadership turn over. Intentionally fostering such relationship building across State and Federal realms will improve collaboration on our conservation priorities (FWS Memorandum February 6, 2020).

Methodology:

The contractor will develop and deliver an Adaptive Leadership Workshop that will provide participants with a space to network, partner, and learn through the application of an adaptive leadership framework, using a relevant topic that serves as the “thread” that ties the workshop days together. Participants will work in teams on a pre-determined topic to develop a working product that can be used after the workshop to continue collaboration, create change, and promote actions. The workshop duration will be three days in length with an optional fourth day field trip (TBD) and will use instructional methodologies including lecture, small group activities and discussion, informal interactions, and large group discussion which will be led by high performance facilitators with experience in working with the target audience. The adaptive leadership framework will provide the foundational structure for the workshop.

The workshop will be held at the NCTC campus in Shepherdstown, WV. The recommended workshop size is 60 participants. The contractor will provide one primary adaptive leadership facilitator for large plenary sessions and a minimum of two adaptive leadership co-facilitators. NCTC will provide two education specialists/course leaders, special topic expert speakers (selected in consultation with the Contractor), and one graphic recorders.

Based on the design plan developed by NCTC Division of Training (Division) (See Appendix), the contractor will develop all instructional and training materials including a formatted participant guide and a formatted instructor’s guide with detailed lesson plans for the training. Facilitators will receive printed lesson plans, a facilitator agenda, presentations, and breakout session guidance. Both participant and facilitator class materials will be available electronically via a shared-drive and a back-up copy will be available through a thumb drive. All instructional and training materials will be grammatically correct, meet the Americans with Disabilities Act (ADA) design standards, and be delivered to the FWS in an electronic format (Section 508 compliant) as specified by the Division. The FWS will review all materials and provide feedback throughout the development process that will be incorporated into instructional/training materials for the workshop.

The Division will administer Kirkpatrick Level 1and 2 training evaluation (see glossary) upon completion of the workshop. Within eight weeks following the workshop, the contractor will perform a collective analysis of all Kirkpatrick evaluations and present the raw data, findings, and specific recommendations for improvements (content and methodology) to the Division, to better meet learning and performance objectives. This summary evaluation will be delivered to the Division as a written report.

The contractor will participate in post-training meetings. The purpose of these meetings will be to review the findings of the pilot workshop and to make changes to workshop design and the instructional and training materials. Based on the evaluations, observations and feedback received during the pilot offering, the contractor will modify and deliver the revised instructional and training materials to the Division for approval.

Procedures and Deliverables:

The contractor will:

· Participate in two 4-hour meetings (via video conference) to discuss process, timeline (shown below), and contract deliverables.

· Develop instruction and produce an agenda for the workshop with input from the Division and AFWA training subgroup.

· Develop instructional and training materials for the workshop with input from the Division and AFWA training subgroup.

· Participate in bi-weekly meetings to discuss and come to agreement on workshop design, instructional methods, training materials, and delivery dates.

· Revise instructional methods and instructional and training materials based on review and feedback from the Division and AFWA training subgroup.

· Deliver instructional and training materials (in electronic format; Section 508 compliant) to the Division.

· Attend in-person (at delivery locations), one (or more as needed) pre-course meeting(s) to finalize the training logistics and presentation.

· Provide instructors and deliver the pilot workshop on-site to intact groups of State and FWS employees May 24-27, 2022.

· After the pilot workshop, make changes to instructional design and/or instructional/training materials, as needed and based on consistent participant evaluations, instructor, and course leader feedback.

· Perform a collective analysis of all Kirkpatrick Level 2 course evaluations. Present the raw data, findings, and specific recommendations for improvements in a written report.

· Attend one (or more as needed) post-training meetings(s) at NCTC (or video conference) to debrief and address changes that need to be made based on the participant evaluations, instructor, and course leader feedback.

· Revise the workshop materials, as needed, based on evaluations, instructor, and course leader feedback.

Responsibilities for Pilot Offering:

The Government will provide:

· Division instructional designer/course leader (2).

· Subject Matter Speakers (selected in consultation with the Contractor)

· Collaboration on workshop design.

· Feedback on the workshop materials.

· Feedback on workshop delivery/instruction.

· Organization and logistics of training (e.g., participant registration), training site and the pre-course meetings.

· Facilitation for conference calls and meetings.

· Copies and dissemination of all training materials, unless otherwise specified by the contractor.

· Microsoft Teams technology and staff to host any meeting and/or online training components, if needed by the contractor.

· Registration of workshop participants.

· Pre- and post-course information to course participants.

· Kirkpatrick Level 1 and Level 2 training evaluation data (i.e., completed evaluations).

The Contractor will provide the following:

· Subject matter expertise in Adaptive Leadership and Case-in-Point methodology (qualifications listed below).

· Instructional designer.

· Instructor(s) with experience delivering “Adaptive Leadership and Case-in-Point” training.

· Participation in all planning meetings.

· Instructor(s) at delivery location the day prior to the workshop.

· Instruction of the training, in-person (classroom setting) based on the most effective delivery for the content and given COVID-19 and other potential outbreak restrictions.

· Instructional and training materials that include all presentations and print-ready participant guide and instructor’s guide (in electronic format; Section 508 compliant). All must be editable and in Microsoft software (i.e., Word, PowerPoint, Excel, etc.).

· Asynchronous, online components (if required), compatible with Department of Interior’s learning management system.

· Instruction for the training; method based on the most effective delivery for the content.

· Updated instructional/training materials based on feedback of the pilot offering.

· Level 2 training evaluation data, analyses and report.

Timeline:

Timeline is approximate and will be finalized at the Time of Award.

Timeline is subject to shift based on space available at NCTC and will take into account current conditions related to COVID-19 or subsequent outbreaks that could become epidemics or pandemics.

protocols)

No

(dependent on COVID-19 protocols) Yes

Contractor: Revise training methods and materials based on evaluations and feedback from pilot workshop and post-course meeting.

Primary Qualifications:

To be considered for award of this contract, the Contractor must possess the following qualifications:

· A minimum of 5 years documented knowledge AND experience delivering adaptive leadership training using Case-in-Point methodology in face-to-face (classroom setting, with demonstrated ability to manage conflict and sensitive situations.

· A minimum of 5 years documented experience developing training methods and materials using an industry standard instructional system design process.

· A minimum of 5 years’ documented experience teaching adult learners in large group settings.

· Knowledge and awareness of National Conservation issues prevalent at both the state and federal level is preferred

· Experience analyzing Kirkpatrick Level 1 and 2 training evaluation instruments, evaluation data, and writing an evaluation report.

Proposal Format and Instruction:

In responding to this Statement of Work, offeror must prepare and submit the following:

1. Price Quote – A firm-fixed price for the entire pilot workshop exclusive of travel (travel costs will be estimated and paid separately; see below), itemized as follows:

· Instructional design and development, including participation in all events outlined in the timeline and as needed.

· Instructional and training materials, including requested revisions during development.

· Delivery of the training, including number and cost of instructor(s) and any post-workshop analysis, – Quote to include instructor contact hours and minimum/maximum number of participants. Also give cost per person, should number of participants exceed the maximum (60 people for pilot workshop).

· Kirkpatrick Level 1 and level 2 evaluation and data analyses

· Final revisions to instructional methods and updates to instructional/training materials, including participation described in timeline.

Separate Travel Estimate – A realistic estimate for travel during the pilot workshop. NCTC is located in Shepherdstown, WV.

Note: The Contractor will be reimbursed for actual expenses only to the extent permitted by Federal Acquisition Regulation (FAR) 31.205-46. Receipts for travel expenses claimed must accompany the contractor’s invoice. Additionally, the contractor’s lodging and meals may not exceed the Federal Government’s per diem rate for any travel. https://www.gsa.gov/travel/plan-book/per-diem-rates.

2. Business Management Information – (a) Provide your DUNS number. To register for a DUNS number, go to www.DNB.com and click on the “Get a D&B D-U-N-S Number”; (b) Complete “Central Contractor Registration (CCR)”. Go to www.sam.gov and click on “Create A User Account” found under the “Getting Started” section on the bottom half of the “Home Page”.

Submission of Offers:

Offeror’s complete quote shall include a firm-fixed price for workshop preparation and instruction, as well as a realistic estimate of travel expenses.

Evaluation and Award:

Award shall be made to that offer or whose proposal, conforming to this solicitation, is determined to be most advantageous to the Government, cost or price and other factors considered. Other factors include:

1. Instructor qualifications identified in this solicitation;

· A minimum of 5 years documented knowledge AND experience delivering adaptive leadership training using Case-in-Point methodology in face-to-face (classroom setting, with demonstrated ability to manage conflict and sensitive situations.

· A minimum of 5 years documented experience developing training methods and materials using an industry standard instructional system design process.

· A minimum of 5 years’ documented experience teaching adult learners in large group settings.

· Knowledge and awareness of National Conservation issues prevalent at both the state and federal level is preferred

· Experience analyzing Kirkpatrick Level 1 and 2 training evaluation instruments, evaluation data, and writing an evaluation report.

2. The offeror’s responsibility for award, as defined in FAR 9.104-1, including any special responsibility criteria identified in this solicitation; and

Travel Expenses:

Travel costs will be reimbursed only to the extent permitted by FAR 31.205-46. Receipts for travel expenses claimed must accompany the contractor’s invoice. Additionally, the contractor’s lodging and meals may not exceed the Federal Government’s per diem rate for any travel. https://www.gsa.gov/travel/plan-book/per-diem-rates

All Materials Property of the U.S. Government:

All materials developed under this contract are the property of the U.S. Government. Under no circumstances shall a contractor place a copyright on any of the materials that the contractor develops, provides, and receives payment under this contract.

FWS Contacts:

David Wiltshire, david_wiltshire@fws.gov, NCTC

Appendix 1

DRAFT Workshop Design Plan:

Plan is subject to change based on NCTC requirements. Contractor will work with Division Course Leaders for final approval. May include an optional Day 4 field trip.

The target population for the Adaptive Leadership Workshop is executive leaders within the FWS and State fish and wildlife agencies. Workshop participants are by nomination only and are comprised of individuals with the job title and authority as listed below:

· State Level: Director and/or Deputy Director

· Federal: Directorate (Director, Deputy Director(s), Regional Directors, Assistant Directors, and/or Deputies)

This workshop is directed toward those that are interested in creating a collaborative environment for discussion by applying the adaptive leadership framework to address conservation challenges of national concern. Most participants attending this workshop will have been in their current position for more than six months and have experience in dealing with conservation issues as a senior manager as defined by their position. It is expected that there will be at least three categories of participants; Long-term Leaders (position >5 years), Mid-term Leaders (position 2-5 years), and New Leaders (Position <2 years).

Once a nominated participant list has been created (process to be determined and should be done 4 months ahead), all participants must register for the workshop through DOI Talent, the U.S. Department of Interior’s Online Learning Portal, and registration will be managed by the NCTC.

Most participants will be self-motivated to attend and will have a desire to work collaboratively on selected conservation topics with other leaders. It is very important that participants understand that the workshop is a safe space for discussion.

OBJECTIVES

· Build an understanding and awareness of respective authorities, limitations, and pressures through networking, learning, and discussions.

· Recognize and consider opinions and viewpoints of others while building trust that will foster coordination and collaboration.

· Collaborate on a national topic of conservation interest through the application of an adaptive leadership framework to create a working product that can be used to continue collaboration, create change, and promote actions.

· Further expand individual and organizational leadership capacity necessary for mobilizing people to make progress on difficult conservation challenges in a continuously changing environment.

· Establish the framework for further post-workshop dialogue and close collaboration.

OVERVIEW

Adaptive Leadership Workshop will provide participants with a space to network, partner, and learn through the application of an adaptive leadership framework, using a relevant topic that serves as the “thread” that ties the workshop days together. Participants will work in teams on a pre-determined topic to develop a working product that can be used after the workshop to continue collaboration, create change, and promote actions. The workshop duration will be three days in length and will use instructional methodologies including lecture, small group activities and discussion, and large group discussion which will be led by high performance facilitators with experience in working with the target audience. The adaptive leadership framework would provide the foundational structure for the workshop, while the discussion topics and relevant tools would change for each offering

The Adaptive Leadership Workshop will be held at the NCTC campus in Shepherdstown, WV. The recommended pilot workshop size is 60 people with a minimum of three adaptive leadership, Case-in-Point facilitators, two Education Specialists and one graphic recorder.

Once the NCTC course leader receives the nominated list of participants, the course leader will work with the participants to send appropriate pre-work material to prepare for the workshop. Participants will be randomly divided into two large groups (of 35 people or less depending on total numbers) and assigned to two breakout rooms. Once assigned to a room, participants will be further divided randomly (but with intention and focus on diversity of geography and organization) into groups of 5-6 individuals, which will be the groups the participants remain in for the workshop entirety. For an ancillary activity, participants could also be grouped by leadership experience, as described in the target audience section. This differentiation could be used to setup a reflection partner during the workshop and/or a mentoring program.

Participant’s materials will include a workshop folder containing an agenda, participant biographies, breakout session handouts, and a workbook (for printed presentations and space for reflection). Facilitators will receive printed lesson plans, a facilitator agenda, presentations, and breakout session guidance. Both participant and facilitator class materials will be available electronically via a shared-drive and a back-up copy will be available through a thumb drive. A laptop/computer will be provided for presentations.

DAILY DESCRIPTION

PRE-WORK

Once participants have been nominated and verified, a survey of potential national topics will be sent out to help select the adaptive challenge topic for use during activities. This selection will govern the activities done for the three days.

One month before the workshop, participants will be required to write a one- to two-paragraph biography explaining who they are (both professionally and personally). Submitted photo should be one that shows who they are as a person (or doing something that they love). They will also be required to think about the provided prompt questions before coming to the workshop as they will be used to support the “Walk a Mile in My Shoes” module.

SUMMARY

Daily summaries of the workshop are provided below in the order of occurrence. Summaries include time allotment, session name, and a general overview. For a more detailed description of each session (including objectives and detailed session agenda), refer to Appendix 2.

DAY 1 - TUESDAY

This first day of the workshop will provide an opportunity for participants to network in both small and large groups with an emphasis on creating a safe space for discussion, broadening perspectives and increasing awareness and collaboration. The morning will be divided into a 1-hour welcome and introduction session followed by a 1.5-hour small group break-out session which focuses on sharing and creating a safe space for dialog. A four-hour afternoon session will be the first in the series of three adaptive leadership sessions centered on exploring the current reality of the selected adaptive challenge. The day will finish with an optional networking event at the fire pit.

Morning Sessions (AM)

Questions for Consultants (State and USFWS Partners) Inspirational Speaker: Recommendations and what would you like the speaker to focus on?

Afternoon Session (PM)

Participants will then work in teams to define their current reality of the adaptive challenge, which was previously identified as part of the survey that was sent out to participants before the workshop. The adaptive leadership facilitator will then lead a short discussion session after the teams have completed their current reality to begin to highlight some of the dynamics present in the room such as leadership vs. authority, collective purpose, and technical vs. adaptive. This may also be a good time to use case-in-point.

The groups will reconvene in plenary to compare and contrast their current realities of the adaptive challenge and identify commonalities and differences. The adaptive leadership facilitator should use case-in-point to highlight some of the room dynamics. A graphic recorder will be recording events during the large group session to document participants combined thoughts. This session is meant to be a fluid discussion and the adaptive leadership facilitator should lead the session in the best format possible to obtain desired results.

Evening Session (PM)

Informal Networking Event (Optional) Participants will have three hours to informally network with others while provided with a cooler of ice for beverages and s’more making materials.

DAY 2 - WEDNESDAY

The second day of workshop will provide an opportunity for participants to network in both small and large group sessions with an emphasis on creating a safe space for discussion, broadening perspectives and increasing awareness, and collaboration. The morning activity will be a visioning and gap exercise framed around adaptive leadership and the afternoon will focus on an outdoor networking activity, such as kayaking on the Potomac or participating in a shooting range event.

Morning Sessions (AM)

Participants will then work in teams to define their desired outcome and prepare their gap analysis of the adaptive challenge. Conversations during this time should be focused on what leadership looks like in the gap, adaptive vs. technical elements in the gap, slowing down to collect more data, and generating more interpretations. The adaptive leadership facilitator will assist group conversations on leadership in the gap and will lead a summary discussion in the end of the small group session, if necessary, to highlight the results and discuss any “discomfort” associated with the learning event.

The groups will reconvene in plenary to evaluate and interpret the collective gap analysis of all groups. The adaptive leadership facilitator is encouraged to use case-in-point and focus on adaptive leadership concepts such as diagnosing the situation and balcony/dance floor. A graphic recorder will be recording events during the large group session to document participants combined thoughts. This session is meant to be a fluid discussion and the adaptive leadership facilitator should lead the session in the best format possible to obtain desired results.

Note: We need to decide if we would like a collective aspirational vision of the larger group or individual group visions to run this activity. The agenda will be adjusted based on the decision.

Afternoon Session (PM)

Paddling or Sporting Clays This is the afternoon session of the 2nd day and will involve an outdoor activity depending on environmental conditions and the time of year the workshop is held. The preferred activity would be a guided paddle tour down the Potomac River. A second option would be to hold an event at a shooting range using clay pigeons.

DAY 3 - THURSDAY

The third day of workshop will provide an opportunity for participants to network in both small and large group sessions with an emphasis on networking, collaboration, and learning adaptive leadership and decision making concepts. The morning activity will be an exercise focusing on leading change through an adaptive challenge and the afternoon session will be a time for reflection, establishing a framework for future collaboration and action, and inspirational topics.

Morning Sessions (AM)

Afternoon Session (PM)

Survive and Thrive Topics

· Stay connected to purpose

· Seek allies

· Build confidantes

· Care for Yourself

· Spend time in reflection

· Manage your hungers

· Separate Self from Role

The session will conclude with an inspirational speaker and parting words from a guest speaker (yet to be determined). Topics should include opportunities for future collaboration and the importance of follow-up dialogue and action.

DAY 4 – FRIDAY (optional field trip - TBD) The optional fourth day of the workshop will provide an opportunity for participants to explore an element of conservation history by visiting a regional site in the Washington DC Capital region.

Timeline: Timeline is subject to shift based on space available at NCTC and will take into account the date the contract is awarded, current conditions related to COVID-19 or subsequent outbreaks that could become epidemics or pandemics.

· Facilitators and speaker selection completed and secured

· Send out survey for selection of national topic

· Select national topic (adaptive challenge) for workshop and make any revisions required to accommodate topic with SMEs

· DOI Talent registration finalized

· Print course materials

· Other miscellaneous items

protocols)

No

(dependent on COVID-19 protocols) Yes

Contractor: Revise training methods and materials based on evaluations and feedback from pilot workshop and post-course meeting.

Appendix 2

Draft workshop Agenda: Agenda is subject to change based on NCTC requirements. Contractor will work with Division Course Leaders for final approval. May include an optional day 4 field trip.

DAY 1: TUESDAY

Plenary: Welcome

Plenary Room Setup Auditorium Seats a maximum umber Individuals: 250 (150 physically distanced) Five tiered rows of ten people, one row in stadium chairs no – table surface One podium and table on stage for speakers', facilitators, and VIP’s.

Personnel To Schedule/Source Individual

NCTC Director

USFWS Director

AFWA Director

Inspirational Speaker (TBD)

Adaptive Leadership Instructor x 3

Course Leader x 2

Training Tech

Goal: To prepare and provide participants with inspiration to contribute fully in the workshop.

Session Overview

This is the first session of day 1 and is designed to welcome the participants to the workshop and provide inspiration through welcome messages from NCTC director, USFWS director, AFWA Director and a selected inspirational speaker. Logistics and a road map of the week ahead will be discussed to provide basic guidance to participants.

Agenda Breakdown

USFWS Director

AFWA Director

Plenary: Informal Networking/Break – Move to Breakout Groups

10:20-10:30 (Move to Breakouts)

Personnel

Individual

Course Leader x 2

Training Tech

Goal: To create an informal space for networking among participants.

Session Design

Participants will have 30 minutes to network with others while obtaining break-service items. Participants will be encouraged to talk to individuals that they do not know. A reminder will be given to participants at 10:20 am to move to their assigned breakout rooms/groups.

Agenda Breakdown

Walk A Mile In My Shoes

Breakout Rooms Setup World Café Setup – resemble café (plants, inviting space, marker plants in the center of the table, table names) Maximum Number Individuals per Room: 30 Intentional Randomized grouping of 5 people (see explanation in description) 6 Rounds with 5 chairs and covering that will include table cloth and drawing paper One table at the front of the room for the facilitator

Personnel

Individual

Adaptive Leadership Instructor X 3

Course Leaders x 2

Training Tech

Goal: To create a safe space for dialogue, broaden perspectives and increase awareness, collaboration, and networking.

Overview

This session will be designed in a World Café style format. The room should be setup as per the standards identified in World Café and a facilitator (or host) will need to be identified to lead this breakout group session. Participants will work in teams to answer prompt questions to create a safe space for shared understanding, appreciation, and awareness.

Terminal Objective

Given pre-work and prompt questions, the Leadership Workshop participant will discuss topics that will highlight their perspective and create an environment of shared understanding, appreciation, and awareness with minimal assistance from the host and within the allotted time as identified by the agenda.

Enabling Objectives

Given pre-work and prompt questions, the Leadership Workshop participant will be able to:

· Discuss and graphically/textually record experiences related to a given prompt question with a small group of individuals within 20 minutes and with assistance from a table host (group facilitator).

· Synthesis key patterns and insights of shared experiences, discoveries, and knowledge with a large group of individuals within 20 minutes and with the assistance from a Café host (class facilitator).

Agenda Breakdown

Potential Prompt Questions

· What is the most important thing that you have learned in your current position?

· Most influential Challenge/growth experience?

· Most rewarding Opportunity?

· Thinking of a powerful learning experience, what were some of the characteristics that made learning and growth possible?

· Thinking of a time when you had to be courageous, what compelled you to act?

· What would a big risk look like for you? What holds you back from trying something new/taking a risk?

· What leadership styles or actions are uncomfortable for you?

· When are you most energized?

· What (places, people, practices) revitalized you?

· Why is conservation/leadership/etc. important to you?

· What is one thing you want this group to know about you?

· What is one thing you don’t want this group to know about you?

· What rules would we have to abandon to make this workshop more effective? (This question may be more appropriate somewhere else, but I think is powerful so wanted to include it here)

Pre-Work

· Write a one paragraph biography explaining who you are (both professionally and personally). Submitted photo should be one that shows who you are as a person (or doing something you love).

· Think about provided prompt questions.

Kirkpatrick Level 2 Evaluation Strategy of Objectives

Current Reality

Breakout Room Setup Retain setup from previous session Maximum Number Individuals per Room: 30 Participant groups the same as “Walk a Mile in my Shoes” Session 6 Rounds with 5 chairs and covering that will include table cloth One table at the front of the room for the facilitator Instructor tables in the back of the room (seating for 3)

Plenary Room Setup Gallery Maximum Number Individuals: 60 people 10 Rounds: 6 people One table at the front of the room for speaker and chairs along the wall for observers, facilitators, and speakers.

Personnel

Individual

Adaptive Leadership Instructor X 3

Course Leader x 2

Training Tech

Graphic recorder (creative services)

Goal: Networking, collaboration, and learning through adaptive leadership.

Overview

This session is the first in a series of three, centered on adaptive leadership. It will start off with a primer and discussion on the basic adaptive leadership principles such as risk, fear, discomfort, purpose, etc. The adaptive leadership facilitator should use the information gathered from the Walk a Mile in My Shoes activity to facilitate the basic principles.

Participants will then work in teams to define their current reality of an adaptive challenge that was identified in the previous activity. The adaptive leadership facilitator will then lead a short discussion session after the teams have completed their current reality to begin to highlight some of the dynamics present in the room such as leadership vs. authority, collective purpose, and technical vs. adaptive. This may also be a good time to use case-in-point.

The groups will reconvene in plenary to compare and contrast their current realities of the adaptive challenge and identify commonalities and differences. The adaptive leadership facilitator should use case-in-point to highlight some of the room dynamics. A graphic recorder will be recording events during the large group session to document participants combined thoughts. This session is meant to be a fluid discussion and the adaptive leadership facilitator should lead the session in the best format possible to obtain desired results.

Terminal Objective

Given a lecture, handouts, and formatted poster, the Leadership Workshop participant will summarize the current reality of a pre-determined adaptive challenge while considering the current reality of others with assistance from the adaptive leadership facilitator and within the allotted time as identified by the agenda.

Enabling Objectives

Given a lecture, handouts, and formatted poster, the Leadership Workshop participant will be able to:

· Describe the currently reality of a pre-determined adaptive challenge with a small group of individuals with assistance from the adaptive leadership facilitator and within the allotted time as identified by the agenda. Consideration should be given to:

· Defining features of the situation (Policy, Economic, Sociological, other)

· What are the elements/catalyst of the current situation (what shapes this issue)?

· What are the challenges and what needs to change?

· What are the best features of the current situation and what can be built on to make things better?

· Who are the stakeholders involved and/or who cares about the situation?

· In plenary, summarize the collective current situation of all groups by comparing and contrasting the current realities of others with assistance from an adaptive leadership facilitator and within the allotted time as identified by the agenda.

Agenda Breakdown

DAY 2: WEDNESDAY

Plenary: Insights from Day 1

Plenary Room Setup Gallery Maximum Number Individuals: 60 people 10 Rounds: 8-10 people One table at the front of the room for speaker and chairs along the wall for observers, facilitators, and speakers.

Personnel

Individual

Adaptive Leadership Instructor X 3

Course Leader x 2

Training Tech

Goal: To engage participants in previous work completed and remind them of where we are going during today’s process.

Session Overview

This is the first session of day 2 and is intended to reengage the participants in material that was completed on the first day and give them direction as to what they will be finishing the second day.

Agenda Breakdown

Visioning and Gap Analysis

Breakout Room Setup Retain setup from previous session Maximum Number Individuals per Room: 30 Participant groups the same as “Walk a Mile in My Shoes” 6 Rounds with 5 chairs and covering that will include table cloth One table at the front of the room for the facilitator Instructor tables in the back of the room (seating for 3)

Plenary Room Setup Gallery Maximum Number Individuals: 60 people 10 Rounds: 6 people One table at the front of the room for speaker and chairs along the wall for observers, facilitators, and speakers.

Personnel

Individual

Adaptive Leadership Instructor X 3

Course Leader x 2

Training Tech

Goal: Networking, collaboration, and learning through adaptive leadership.

Overview

This session is the second in a series of three, centered on adaptive leadership. This session starts off with an adaptive leadership primer on the development of the aspirational vision, identifying the gap between the aspirational vision and their current reality, and a focus on skills to diagnose the situation such as technical vs. adaptive elements, collecting data, etc.

Participants will then work in teams to define their desired outcome and prepare their gap analysis of the adaptive challenge. Conversations during this time should be focused on what leadership looks like in the gap, adaptive vs. technical elements in the gap, slowing down to collect more data, and generating more interpretations.