Living Giving Enterprises Course Desc.docx

Training Descriptions and Outlines

TEAM DEVELOPMENT TRAINING

This course will provide the tools, practices, and mindsets for a team to reach high performance or "True Community." During 5, 2-hour sessions, and 1 final 1-hour integration session, team members will learn the dynamics, roles, behaviors and attitudes of high performing teams. Sessions will draw from current team development best practices including: “Five Dysfunctions of a Team”, “Integral Facilitation”, and other models to provide breakthrough engagement as well as personal and professional development.

Course Outcomes

1. Awareness by all members of the natural process of team formation;

2. Knowledge of individual needs, strengths, and triggers as well as how to share this knowledge in a way that can be seen, heard, and acknowledged by others;

3. Development or clarification of team goals, roles, responsibilities;

4. Knowledge of how to discuss, scope, and make decisions as a team; and

5. Knowledge of how to build relationships and trust in a team.

Course Outline

· Pre-Session Assessments: Includes individual assessment of personality type for each person using the Enneagram; and a team assessment using team success competencies. These assessments will be scored at the individual and team level. The team level data will help guide the creation of team development modules.

· Module 1: Navigating Teams. This module will provide an overview of the Integral Team Development model as well as scores for the individual and team assessments.

· Module 2: Self Awareness. This module will provide practices for increasing the capacity for self-awareness including working with triggers, understanding inferences, and staying in the "higher versus lower brain."

· Module 3: Task Management. This module will challenge participants to find their purpose or 'why' for addressing a task, meeting management, and holding people accountable.

· Module 4: Group Management. This module will cover how to engage a group using world class facilitation techniques (Liberating Structures) as well as decision making, and problem-solving.

· Module 5: Group Awareness. This module will delve into the sometimes mysterious realm of group culture and values, deep listening and conflict resolution.

· Integration Session. This final session will synthesize and integrate the power of the 4 Integral Quadrants to support a group towards high performance as well as moving the team into making both individual and group commitments for action and development.

Other Services

· All documentation, slides, assessments and notes will be produced, captured and shared with the team

· Follow-up assignments and commitment setting will be part of the process to ensure accountability

· A summary of outcomes in the form of notes

· A follow up meeting with sponsor to ensure next steps, implementation, and organizational development

GROUP LEADERSHIP TRAINING

Journey to Group Power 2-Day Workshop

The essential understanding we seek to convey in this workshop: The facilitator is a catalyst for learning, collaboration, and collective results in service to individual and collective needs. The following outcomes and outline support this end and summarize the content covered in the workshop. We will also seek real challenges your groups are facing as content material for some of the workshop activities.

Course Outcomes

· Begin viewing yourself as a catalyst for learning, engagement, and collective results.

· Begin viewing each meeting or group event as a design challenge and as a prototype for the next.

· Learn to create a container for engaging and effective group work.

· Leverage your personal presence as a catalyst for healthy group collaboration and innovation.

· Learn a proven protocol for meeting design, facilitation, and follow-up.

· Learn the essential tools to produce effective meetings across all meeting types.

· Learn techniques to engage participants and achieve extraordinary results.

Course Outline Build a Collaborative Culture. Learn to set the stage for effective group work.

· Set the stage for participant engagement

· Build a Container and a Context for collaboration

· Operating Agreements

· Roles & Responsibilities.

· Feedback: Give feedback during process and ask for it when desired

· Defining and Testing Consensus

· Objectives & Process: Practice facilitation skills in the context of small group processes on key facilitation topics.

Facilitate Yourself. Hone each individual’s ability to facilitate self-awareness to manage difficult, complex situations.

· Definition and importance of self-awareness supported by brain research

· Exercise on blind-spots, triggers and how to recover

· Exercise on presence of body and mind

A Map to Navigate Group Dynamics. Understand and be able to apply a comprehensive Integral framework for facilitation & collaboration for evaluating and improving any group engagement (meeting, conference, training, etc.)

· Description of Integral Approach

· Task Management

· Group Management

· Self-awareness

· Group-Awareness

· Individual and group activities

Listening. Improve ability to listen for meaning and depth so as to improve group conversations and subsequent quality of group results.

· Intro to deep listening and attitudes of curiosity, understanding, & compassion

· Navigating conversations for clarity and deeper exploration

· A spectrum of listening levels

· The Ladder of Listening

· Listening practice

Group Intervention. Learn and practice effective intervention tools to kindly interrupt and refocus a group, to prevent or resolve dysfunctional behaviors.

· Setting Stage for Intervention

· The 4'P's of Intervention

· Permission. Lay the Groundwork for intervention

· Perception: What do I intervene on?

· Predicament: Making the decision to intervene

· Process: Using the Ladder of Intervention Process

· Intervention Circles Practice and Debrief

Meeting Facilitation. Learn and practice the Meeting CraftTM method for improving meeting outcomes, efficiency and follow-through

· Outline the A,B,C's of meeting design and execution

· Be aware of the undercurrents of meeting facilitation

· Design action-oriented agendas

· Learn how to handle preparatory data to make best use of meeting time

· Learn how to clarify and refocus on objectives

· Learn how to follow up on actions to assure projects move forward

· Individual and group activities

Process Facilitation. Learn and apply tools and group processes to engage & focus groups on innovation and effective decision making using Liberating Structures

· Impromptu Networking

· 1-2-4-All

· What? So What? Now What?

· TRIZ: Stop counterproductive behaviors

· Troika: Unfiltered peer input

· 25/10 crowdsourcing

· Wicked Questions: articulate paradoxical challenge

Facilitating Virtual Meetings. Introduce and model effective virtual and hybrid meeting best practices.

ADVANCED ORGANIZATIONAL LEADERSHIP, TRAINING

(JOURNEY TO TEAL)

This is an 8-week seminar to introduce the Teal Mindset (popularized in the book, Reinventing Organizations, by Fredrick Laloux) and begin to facilitate the integration of this mindset into their workplace. Each group will accommodate up to 25 participants who will learn methods and strategies for engaging organizations in Teal Organizational Approaches. The sessions will draw on topics and resources such as: Collective Impact, Reinventing Organizations (Laloux), Integral Theory (Wilber), Spiral Dynamics (Beck), and Living Giving Systems.

Course Outcomes

· Practice being a living example of a restorative system.

· Practice bringing lightness, fun, and restoration.

· Practice being about Transformation vs. Information.

· Be inspired and guided by questions as much as answers.

· Practice filling your cup.

Course Outline Session 1: Current Conditions and Need for Systemic Change

· Introductions and Container Building

· Restorative Practice: Attention Training

· Systems on the Brink: How did we get here?

· The Restorative Response: Mindset and Operating Principles

· What is the new Restorative paradigm?

Session 2: The Four perspectives (The Four Quadrants) Basic understanding of the four quadrants of Integral Theory and how their maintenance is required for any healthy and sustainable system.

· Restorative Practice: Body Centering

· The Integral View: A lens to help you see the fullness of every system and situation.

· Taking a Brave Stance: You Have the Right to Speak Up – YouTube

· Integral Example: Waldorf’s Integrated Way of Learning

· Read/refer in advance: The Integral Approach. A Basic Overview of Integral Theory.

Session 3: Mindsets & Perspectives Review Unpacking Perceptions with the Ladder of Inference. Developing fluency in perspective-taking and speaking into the language of others worldviews

· Restorative Practice: Lightness Improv

· How Mindsets are constructed: Understand how your reality is a story and how you can rewrite it to be more in harmony with life.

Session 4: What is the Source of Systems?

The makeup of worldviews and how cultural evolution enfolds increasing complexity.

· See how Systems arise from coded value sets that have evolved over time while we discover the healthy attributes of all systems.

· Restorative Practice: Transcending our Boxes

· Teal systems, language, and, principles, pp. 1-20

Session 5: How do Heal a Sick System? What are the specific practices that help lead to healthy systems?

· Start with YOU. The nature of healthy systems change from the inside out, from the individual to the collective. Healthy system change is emergent, organic, structured, and scaled.

· Restorative Practice: Dream up a Good Life

· Review of Teal Shifts across Sectors

· Teal Operating Instructions

Session 6: Collective Impact

· Restorative Practice: Drawing on Culture

· The Five Conditions for Collective Impact

· Case Study: Healthy Birth Outcomes Through Cross-Sector Collaboration

· Functions of the Backbone Organization . Existing series of methods, tools, and learning communities to facilitate system-level change. It’s about POWER, GROUP POWER:

Session 7: “Reinventing” Your Organizations

· The three pillars of Evolutionary organizations

· Restorative Practice: Stand On…Stand For

· Restorative (evolutionary) organizations in action

Session 8: Living Giving (Restorative) Systems

· Pathways to reorienting and re-engineering organizations to be evolutionary, Life-Giving Systems.

· Restorative Practice: Living a Restorative Life

· Assuming Radical Responsibility: You as designer and pioneer are the center of all systems

· The Indigenous Custom Behind New Zealand’s Strong Covid-19 Response

· Enacting the Restorative Mindset

FACILITATIVE LEADERSHIP TRAINING

Journey of Facilitation & Collaboration 5-Day Workshop

The Journey of Facilitation and Collaboration (JOFC) 5-day transformational immersion program is a carefully constructed environment that facilitates transformative learning at the emotional, physical, intellectual, social and spiritual levels, producing profound and lasting impact on individuals and organizations while learning an integrally informed model of facilitation and collaboration. While students learn many skills during this experience, they often leave with a transformed view of themselves as catalysts for group effectiveness as well. Offered at least twice a year, JOFC has been delivered to over 700 students over the past 12 years and has grown based primarily on word of mouth. Surveys of alumni indicate an overall satisfaction rating that exceeds 98% and over 96% say that they would recommend this course to others. An abbreviated course description is provided below. Further details about the course are available online: www.journeyofcollaboration.com.

Course Objectives

· Learn a new Integral Model of Facilitation to successfully engage complex issues and groups.

· Learn about 20 archetypes (competencies) that will help you become a flexible and powerful facilitator and collaborator.

· Practice self-mastery skills and behaviors such as objectivity, presence, intuition, adaptability, and empathy.

· Learn strategies for changing the “state” of groups.

· Learn and practice intervention techniques using depth, timing, language and more via an integral framework

· Practice problem-solving process using brainstorming, grouping, selection, and decision-making techniques.

· Practice diagnosing group process from an “all quadrant” (holistic) perspective.

· Magnify your facilitative leadership by learning how to collaborate with diverse groups and perspectives

Course Outline

Day 1: The Call of Facilitation. We will explore what brought you to this workshop, describe the integral facilitation model and competencies, and begin exploring core facilitation practices.

· Answering the Call

· What is Integral Facilitation?

· The Inner Game of Facilitation

· Preparing for Facilitation

· Facilitating Group Process

· Closing Activity

Day 2: Trials of Facilitation. What is it like to be in the complex, messy bogs and magical moments of group work? During this day, you will experience firsthand the stresses and difficulties while outfitted with powerful competencies and tools.

· Testing your metal

· Facilitating the Process: Techniques for Brainstorming, Grouping, Selection, and Decision Making

· Case Study: Apply problem-solving processes to a real-world problem.

· Closing Activity

Day 3: Dissolution. Okay, now you’ve hit rock bottom! How does an integral facilitator walk forward when things dissolve? Using fully interactive case studies, you’ll learn how to use integrity, intervention, and relationship to discover fantastic structures in group formation.

· Designing & Conducting Meetings Using an Integral Approach

· Process Design and Case Study: Developing implementation strategies for a real-world problem.

· Learn and Apply an Integral Intervention Process

· Conflict and Consensus: Practice the basics of conflict resolution

· Interactive Multi-Party Dispute Activity: The incident on Red Cedar Lake

· Closing Activity

Day 4: Discovery & Adventuring. You and your sojourners will head out into the field of the Madison campus to observe facilitated sessions using the integral framework learned thus far. This will be your opportunity to apply, invent, and discover your own path of facilitation and collaboration.

· Facilitation Field Trip

· Facilitation Application: Large group Facilitated Dialogue and Culture Building

· Closing Activity

Day 5: Integration. How can we bring the experiences and practices of this workshop into our lives? During this last day you will reflect, challenge, and commit yourself to apply what you’ve learned. The final part of the day will ask us to walk together on the path of integral facilitation through a very unique closing activity.

· Large Group Facilitation Practice & Group Emergence Activity

· Reflecting on Your Call and the Journey

· Developing an Integral Action Plan to put your learning to work

· Facilitating Flow: How to Facilitate and Recognize Optimal Group States

· World Cafe Experience: Maximizing Group Participation

· Closing Activity: Dancing in the Maze Field Trip

Post-Workshop, Learning Community Practice:

An on-going discussion and community will continue to help apply and share what we’re learning.

ORGANIZATIONAL LEADERSHIP GROUP COACHING

This coaching program is designed to further integrate and enact the mindset and practices learned in the Journey to Teal seminar, which is a pre-requisite for this program, for 12-15 participants. This group will meet weekly for twelve (12) highly interactive 60 to 90-minute coaching sessions. Coaching will focus on defining and progressing on professional development and organizational goals that support each unit’s desired cultural shifts. Individuals and the group will select projects and topics related to their organization’s culture/systems change.

Course Objectives Create and Maintain a Learning Community where you…

· Translate and embody TEAL (restorative) tools, mindsets, and attitudes.

· Apply TEAL (restorative) ideas to your specific project.

· Support each other to share, implement and cross pollinate ideas that may span several teams or work units.

· Learn to lead and navigate crucial conversations to develop trust, bring change, and make a difference.

Course Expectations of Participants

· Be Accountable

· Pursue Integrity

· Take 100% Responsibility

· Use Powerful Language

· Give & Receive Sincere Feedback

· Confidentiality

Course Content We will guide the group to create and refine their own goals and project for the program. Real-time reporting and coaching around challenges will form the bulk of the content each week. We will be providing instruction in the following general areas to support progress:

· What is means to live and work with Radical Integrity

· How to implement an Integral Goal-Setting Framework

· How to adopt habits of Extreme Self-Care

· How to perform an Ethnographic Assessment of your Organization

· How to create and Goals/Values Road Map

INDIVIDUAL LEADERSHIP COACHING

This is one-on-one professional coaching that will entail weekly, one-hour meetings for a minimum of 3 months. Coaching will support client’s efforts to formulate and progress on goals and leadership approaches to support their organizations’ shift to a Teal culture or to any other operating mode that they envision.

Basic elements of the coaching relationship address…

· Who You Are. As your coach, we’ll help you to clarify your values, purpose, and heartfelt desires. We work with people who are already doing well but want to grow much more quickly and to accomplish far more than they have previously been able to accomplish on their own.

· What You Want. Coaches are hired by people who decide to accomplish something specific in their personal or professional lives; to enhance their quality of life; or to help them to discern, develop, and share their unique gifts more effectively.

· How You Get It. Coaches help their client accomplish their goals by:

1. Sharing information. Drawing distinctions, teaching principles, offering perspective

2. Providing structure: Asking for a lot; Expecting your best; Being unconditionally constructive

3. Training: Being a model for you; Walking you through the growth steps; Giving specialized instruction

4. Co-creating: Multiple alternatives; Effective strategies and action plans

CONFERENCE SEMINARS - VARIOUS TOPICS

Do you have a conference, event, or team development meeting coming up and need a speaker for a relevant topic? We offer various formats, both didactic and interactive that we will design to fit your timeframe. Potential topics include the following and we can design new sessions based on your needs.

· Meeting management

· Conflict resolution

· Team engagement

· Change management

· Health and wellness

· Strategic planning

· Facilitative Leadership

GROUP, TEAM, OR COMMITTEE, FACILITATION

Do you have a BIG meeting coming up with complex topics and diverse sets of opinions? We provide expert facilitation services for your event employing world class engagement, creativity, and decision-making processes to ensure a successful and fun event. Your service bundle will include extensive preparation, a leader's agenda, participant agenda, summary notes, and a close out consultation to make sure you can implement and sustain action after the event.

Event Outline

· Sponsor Meeting

· Team planning meetings/preparation

· Event facilitation

· Summary notes, review of meeting results

· Close out meeting with sponsor

SCRUM FOR SCRUM MASTERS

This training was developed by the co-creator of Scrum, Dr. Jeff Sutherland. This course is dynamic and highly interactive. Class participants will start by organizing into Scrum teams. You’ll take part in a variety of games and exercises, that will allow you to experience the Scrum Master role first-hand. With the help of your instructor, you and your team will create a product backlog, prioritize it, and manage a burndown chart. You’ll leave the class knowing how Scrum can accelerate any project. This training is for all levels of Scrum experience.

Course Outline

· Welcome

· Working Agreement & Logistics

· Introduction

· Why Scrum

· Drawing Game

· Agile Rising

· The Scrum Framework

· Scrum Roles & Accountability

· Agile Management

· The Product Backlog

· Backlog Refinement

· Estimation

· The Sprint

· Sprint Planning

· Sprint Backlog

· The Daily Scrum

· Working Smarter

· Product Increment

· The Sprint Review

· The Sprint Retrospective

· A brief overview of Scrum@Scale

· Course Wrap-up

SCRUM FOR PRODUCT OWNERS

This training was developed by the co-creator of Scrum, Dr. Jeff Sutherland. Scrum for Product Owners will prepare you for the next step in your career or help you excel in your current role. Our trainer has practical knowledge from their own work in Agile transformations that they bring to the forefront of the classroom. Our course includes industry-specific case studies that highlight effective product ownership in different contexts, highly interactive exercises to make learning stick, and a team dedicated to your seamless learning experience before, during, and after the course. In this course, you will learn how to assess business value, prioritize features, projects, and portfolios, as well as return real revenue with the product backlog. Suggested Prerequisite: Scrum for Scrum Masters or Team Members, or prior knowledge of Scrum.

Course Outline

Staff Training and Professional Development

2024-UWMSN-00482-RFB

Procurement Manager: Mojgan Hall RFB Due: 12/08/2023 at 2:00 PM (CT)

Bidder: Living Giving Enterprises, LLC, 2241 Fox Ave., Madison, WI 53711.

RFB: Staff Training and Professional Development RFB Number: 2024-UWMSN-00482-RFB Procurement Manager: Mojgan Hall RFB Due: 12/08/2023 at 2:00 PM (CT)

Living Giving Enterprises, LLC, 2241 Fox Ave., Madison, WI 53711.

© Living Giving Enterprises, LLC. All Rights Reserved 2 | Page Module 1

· Welcome

· Intros & Teams

· Agile Rising

· Scrum Framework

· Scrum Roles

Module 2

· Agile Management

· The Product Backlog

· Backlog Refinement

· Estimation: Affinity

· Estimation: Planning Poker

· The Sprint

· Sprint Planning

Module 3

· Daily Scrum

· Sprint Backlog

· Product Increment

· Sprint Review

· Sprint Retrospective

· Example Event Schedule

Module 4

· Working Smarter

· Value Stream Mapping

· Root Cause Analysis

· The Game

Module 5

· Daily Scrum Revisited

· Product Vision

· Visualizing the Customer

· Business Value & ROI

· Product Backlog Refinement

Module 6

· Release Planning

· Large Scale Estimation

· Scrum@Scale

· Team Backlogs

· Course Wrap & Retro

SCALED AGILE FRAMEWORK (SAFE) TRAINING

This Course is No Longer Available

SCRUM FOR TEAM MEMBERS

This course prepares students to receive the Registered Scrum Master (RSTM) Credential and enables professionals to gain the knowledge and skills needed to get started utilizing Scrum. The course provides a foundational understanding of the Scrum Framework and how it is implemented at the team level. Professionals who earn this credential are recognized for their ability to be contributing members of a high-performing Scrum team. After completing this course, students have the option to take the test to become a credentialed RSTM through Agile Education, a subsidiary of Scrum Inc. and download their official credential signed by Jeff Sutherland, co-creator of Scrum.

Course Outline

· Welcome

· Intro & Teams

· Exercise: Meet your team

· Exercise: Build A Learning Backlog

· Agile Rising

· Exercise: 12 principles

BREAK

· Scrum Framework

· Scrum Roles and Accountabilities

· Exercise: Role Matching

· Agile Management

· The Product Backlog

BREAK

· Daily Scrum

· Backlog Refinement

· Estimation: Planning Poker

LUNCH

· Planning Poker

· Exercise: Estimate Legos

· Scrum Pattern homework (ticket out)

· Retro

· The Sprint and Sprint Planning

· Sprint Backlog

· Sprint Review

· Sprint Retrospective and Sample Event Schedule

BREAK

· Exercise: Retro

· Working Smarter

· Exercise: Scrum Pattern

BREAK

· Exercise: Game Activity

· Course Wrap-up

· Retro & Graduation

AGILE MINDSET WORKSHOP

For the Agile method to work in the workplace it must be more than just a new thing that we do, it must become part of who we are as a team. The course is designed to understand and experience the essence of the Agile Mindset in Action. The course is designed to help an intact team that is beginning to embrace and enact the Agile approach. Suggested Prerequisite: Scrum for Scrum Masters or Team Members, or prior knowledge of Scrum.

Course Outline

· Why Agile mindset in Action workshop

· The Agile Manifesto: 12 Principles

· Introductions: Improv networking

· The Agile Mindset

· Team Collaboration—Ball Game

· Getting personal to build the team

· Knowing Ourselves: Myers – Briggs Type Indicator

· Activities for each Myers – Briggs Dimension

· Team Happiness Metrics

· Review Happiness Survey Results

· Team Problem-Solving around low score areas

· Agile Mindset Mapping Activities

· Closing image1.jpeg