- 1. Congregation Beth Israel Connected Retreat Presented by Lisa Colton August 17, 2014
2. Our Plan Today Introductions me, you & the day Exploring what it means to be a connected congregation Community, engagement & operationalizing It LUNCH! The process of change Designing for social Reflections & wrap up 3. A Little About Me Lisa Colton Chief Learning Officer, See3 Communications Founder and President, Darim Online firstname.lastname@example.org @lisacolton @darimonline 434.260.0177 4. Now its about YOU BRIEFLY: Share your name, Your role at CBI, and One of your earliest childhood memories about money. 5. Your Role Think big Take risks, push yourself Challenge each other (and me!) Be ACTIVE! Question your assumptions Yes, AND (not yes, but) 6. I ndividual Relationships Small Group I dentity Community Congregation Synagogue SYNAGOGUE STRENGTH & SUSTAI NABI LI TY To strengthen the synagogue, we must invest in individual relationships, support collective identity and responsibility, grounded in Jewish values and action. The foundation of this is designing for social engagement with each other. Congregation Beth Israel, San Diego Lisa Colton, August 2014 7. Traditional Mindset: Hub & Spokes 8. Connected Mindset: Social & Networked 9. What is a Connected Congregation? A connected congregation is one that deeply understands the meaning of community, and works explicitly to build a strong, meaningful and engaged Jewish community. Connected congregations prioritize relationships and shared values, and align all aspects of institutional management in service of the community. Those within connected congregations feel a sense of shared ownership and responsibility for each other and the collective, and are empowered to contribute their ideas, energy and resources. 10. Steps to Till Your Soil 1. Clarification of organizational values 2. Leadership alignment of vision 3. Deep understanding community 4. Transparency and openness 5. Comfort with risk 6. Psychology of money 7. Meaningful spaces 8. Communications and social media 9. Designing for social 10. Staffing, job descriptions and expertise 11. VALUES ARE YOUR DNA MOVING FROM TRANSACTIONAL TO RELATIONAL Temple Beth Abraham, Tarrytown, NY: Our board had to discuss our approach to financial relief. The question posed was this: When families ask for special relief are we having a conversation about the pain that family is in or the state of their finances? In other words, are we acting as agents of Acts of Loving Kindness or the IRS? -From Tilling the Soil, a case study on the Darim Online blog By Allison Fine, Immediate Synagogue Past President 12. Where are you now, and where do you want to be? Complete on your own, then compare with others at your table. You can download the blank worksheet for your own use at http://connectedcongregations.org/organizational-values-worksheet/ Organizational Values Worksheet 13. DEEP UNDERSTANDING OF COMMUNITY A connected congregation is one that deeply understands the meaning of community, and works explicitly to build a strong, meaningful and engaged Jewish community. 14. MATTERNESS Matterness is the deep desire we all have to count, to be heard, to be considered important as individuals and not just donors or customers Matterness means that someone is really listening to your interests and concerns, that you are being cared for not just cared about, and that you have opportunities to help strengthen the institution. In return, institutions get the best kind of participant, a sticky one who is a repeat donor or volunteer and ambassador who recommends the organization to other people. - Allison Fine, past president, Temple Beth Abraham, Tarrytown, New York 15. WHAT IS COMMUNITY? Collectivity is not a binding, but a bundling together; individuals packed together Community is the being no longer side by side but with one another of a multitude of persons. [While] collectivity is based on an organized atrophy of personal existence, community [is based] on its increase and confirmation in life lived toward one another The purpose of community is community. -- Martin Buber, 2002 16. WHAT IS COMMUNITY? Text Study Post Its Discussion 17. What does your Community Look Like? 18. Engagement is the Process of Evolving the Network Map What IS engagement? Whats the goal of engagement? Who or what are we designing for? What does it feel like to be engaged? Whos job is engagement? What kinds of cultural, programmatic or other shifts are needed to enrich a culture of engagement? 19. Engagement is the Process of Evolving the Network Map Look back at your organizational values worksheet. What axes would you prioritize for attention in order to develop the culture of engagement you envision? What could that look like? 20. At each step of design and decision making, we can ask ourselves is this in service of the community or the institution? 21. OPERATIONALIZING CONNECTEDNESS 22. WALK THE WALK Culture Process Program Measurement Resource Allocation 23. Ask Questions! 24. Values based Nuanced protocols Personal touch Infused the DNA Paying it forward CARING COMMUNITY 25. Mike Moxness with Debbie Echt-Moxness On Living On After a Diagnosis of Cancer 26. Informational -> Relational 27. SHUFFLE & LUNCH! Count off by 4s and were going to shuffle for lunch and the afternoon activities. (Adjust as needed for well mixed groups) 28. DESIGN THINKING 29. EMPATHY The ability to share someone else's feelings The action of understanding, being aware of, being sensitive to, and vicariously experiencing the feelings, thoughts, and experience of another of either the past or present 30. WITHOUT EMPATHY, YOU MAY MISS THE MARK We had tried social programming in the past but never got the turnout we hoped for, which led us to conclude (wrongly) that people did not want to make social connections through the Religious School. Measuring Success helped us develop a targeted follow-up survey to probe deeper about social connections. That led to an aha moment when we learned that people do want to make social connections, they just do not want us to add new events to their calendars. When we realized that, we took steps to build socializing and community-building into existing events. Barri Waltcher Vice President and Chair of Religious School Committee Temple Shaaray Tefila From the 2012 SYNERGY paper Vision and Data: Essential Building Blocks for Successful Synagogue Change 31. ITS ALL ABOUT THE PROCESS. WELCOME TO DESIGN THINKING. 32. DESIGN THINKING What did you notice? 33. CONSIDERATIONS WHEN DESIGNING FOR SOCIAL: 1.EMOTIONS a. Helping people feel safe/having a buddy b. Remove awkwardness/structure/ice-breaking c. Intimacy / transparency d. Inviting/modeling vulnerability 34. CONSIDERATIONS WHEN DESIGNING FOR SOCIAL: 2. WEAVING THE NETWORK a. Design with empathy understand your audience b. Get to know interests/skills in the room; invite/empower others to lead/teach c. Scaffolding for shared interests/needs (get outside comfort zone) 35. CONSIDERATIONS WHEN DESIGNING FOR SOCIAL: 3. PRACTICAL CONSIDERATIONS a. Think on multiple social levels: 1:1; group; person to community b. Space design where, what, how. Vibe and structure! c. How to continue connections after. How are you planning for the long term results? 36. DESIGNING FOR SOCIAL 4 scenarios Tight time constraints EMPATHY EMPATHY EMPATHY Be bold and outlandish! Make up your own rules All hypothetical! 37. DESIGNING FOR SOCIAL WHAT DID YOU COME UP WITH? 38. REFLECTION SHEETS 39. GROUP REFLECTION 40. WHATS NEXT?