Transcript Slide 1

Transforming Lives
Ending Poverty
Through Systemic Change
Conference Role: Mentoring
© 2013, National Council of the United States
Society of St. Vincent de Paul, Inc. This copyright
covers all materials in this presentation except
where otherwise noted.
Conference Team Members
Name
Position
Steve Cigich
District Council President – Waukesha WI
Irene Frechette
Diocese Council President – Fall River MA
Tom Pelger
Diocese Council President – Peoria IL
Mike Syslo
Associate Executive Director – National Office
Tamara Thrasher
Service Trainer – Cincinnati OH Archdiocese Council
2
Agenda for this module
 Mentoring Process Overview
 Small group discussion
 Break
 Mentoring Process Detail & Tools
 Q&A
Transforming Lives...Ending poverty through systemic change
OUR VISION
END POVERTY
THROUGH
SYSTEMIC CHANGE
….One Person
One Neighborhood
One Community at a time
Transforming Lives...Ending poverty through systemic change
What we will cover in this
overview….
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Conference Role: Mentoring Objective / Mentors / Participants
Impact on current home visit
Mentoring process overview – 3 stages
Process options
Other considerations
Getting ready to start
Parting thoughts
Transforming Lives...Ending poverty through systemic change
Cornerstones for the Society’s effort
 Empowerment
 Mentoring
 Collaboration
 Advocacy
Mentoring requires empowerment, collaboration & advocacy
Vision: End Poverty
through Systemic Change
Transforming Lives...Ending poverty through systemic change
Conference R0le:
Charity & Justice
 Today’s home visit: immediate, but
temporary aid
 Mentoring committed individuals
out of poverty
 Engaging parish in advocacy
Vision: End Poverty
through Systemic Change
Transforming Lives...Ending poverty through systemic change
Mentoring Objective
Empower people to move out of poverty through:
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Education & skill development
Supportive relationships
Social & professional connections
Spiritual growth
Community engagement
Transforming Lives...Ending poverty through systemic change
Program Values
Every participant …
 has autonomy and is responsible for their own actions
 has the potential to grow
 deserves empathy and compassion
 has sacred dignity
Transforming Lives...Ending poverty through systemic change
Mentoring Candidates
Primary Consideration
 Desire to improve their life situation and willingness to
make personal changes to accomplish their goals
Other Considerations
 Open to accepting outside help
 Strength to overcome resistance from family & friends
 From an unstable environment and/or poverty
Transforming Lives...Ending poverty through systemic change
Mentors
 Team of 2 Vincentians
 Coaches: “Connectors” / Cheerleaders / Friends
 Not counselors / experts in every field which the
participant may need to develop to move out of poverty
 Help the participant implement their plan
 Facilitate connections to community sources that
enable them to build personal “resources” and achieve
their plans
Transforming Lives...Ending poverty through systemic change
Facilitators
 Lead participants through the Getting Ahead program
(Discovery, Goal Setting, and Planning)
 Receive training in a process expected to last 2 to 4
months
 Augments the Mentor role as another resource for
the participant
Transforming Lives...Ending poverty through systemic
change
Home Visit Process - Modified
Transforming Lives...Ending poverty through systemic change
<----------------------------- Approximate Timeframe:A few days to a couple of weeks----------------------------->
Introducing
Mentoring
1. Individual Calls Help Line
2. Return Call - (Gather
Basic / Additional
Information, Set
Expectations, and
Schedule Visit)
• Little change to current home visit
• Not linked to decision to assist with
immediate need
• Simple verbal introduction
3. Perform Home Visit (Clarify Needs,
Responsibilities, and
Establish Boundaries)
• Leave behind “brochure”
• Best to introduce after support has
been provided
• Mention in follow-up call to
communicate assistance
4. Perform Due
Diligence and Seek
Approval of Proposed
Actions
5. Discuss with
Individual and Take
Actions
Introduce Mentoring,
if appropriate
• Provide them the brochure
• Additional participants via referrals
from community partners
5a. Home Visit Process Ends
Mentoring Process
3 Stages:
Acceptance
Discovery / Goal Setting / Planning
Implementation
Transforming Lives...Ending poverty through systemic change
/ <---------- Approximate Timeframe:A couple of weeks---------->
Mentoring Process – Acceptance
1. Individual Contacts Mentoring
Program
1. Candidates call to express
interest
• Answer initial questions
• If still interested, mentor
team will call back to set
up initial visit
2. Initial Meeting with
Mentoring Team
3. Will
Individual
take Next
Yes
No
3a. Mentoring Process Stops;
Relationship May Continue
Tools
• Program brochure
/ <---------- Approximate Timeframe:A couple of weeks---------->
Mentoring Process – Acceptance
1. Individual Contacts Mentoring
Program
2. Initial Meeting with
Mentoring Team
3. Will
Individual
take Next
Yes
No
3a. Mentoring Process Stops;
Relationship May Continue
2. Initial meeting of mentors and
candidate
• Walk through program –
steps, timeline,
responsibilities
• Answer additional
questions
• Establish realistic and
agreeable expectations
• Outline next steps ,
including next meeting(s)
and “Getting Ahead”
program
Tools
• Program brochure
• Participant Info Record
/ <---------- Approximate Timeframe:A couple of weeks---------->
Mentoring Process – Acceptance
1. Potential
Candidate Contacts Mentoring
Program
3. Candidate decision to proceed
• Can stop at any time based
on participant’s decision
• Could re-start if mutually
agree
2. Initial Meeting with
Mentoring Team
3. Will
Candidate take
Next Step?
Yes
No
3a. Mentoring Process Stops;
Relationship May Continue
<- Approximate Timeframe: 4 to 6 months or longer ->
Mentoring Process – Discovery / Goal Setting /
Planning
Yes
"Getting Ahead"
Facilitators
5a. Develop Personal
Goals & Plans "Getting Ahead"
Program
4. Use "Getting
Ahead" or
Coaches?
Coaches
5b. Develop Personal
Goals & Plans Coach Guided
5. Develop Goals - Getting Ahead
program
• Mental models of life now
• Expense to income
• Time management
• Housing
• Family structure
• Social capital
• Self-assessment of
personal resources
• Community assessment
• Future story
• Goals & Action Plan
Tools
• “Getting Ahead” facilitator
& investigator workbooks
• Facilitator training
<- Approximate Timeframe: 4 to 6 months or longer ->
Mentoring Process – Discovery / Goal Setting /
Planning
Yes
"Getting Ahead"
Facilitators
5a. Develop Personal
Goals & Plans "Getting Ahead"
Program
4. Use "Getting
Ahead" or
Coaches?
Coaches
5b. Develop Personal
Goals & Plans Coach Guided
5. Develop Goals - Getting Ahead,
Mentor Guided
• Mental models of life now
• Expense to income
• Time management
• Housing
• Family structure
• Social capital
• Self-assessment of personal
resources
• Community assessment
• Future story
• Goals & Action Plan
Tools
• “Getting Ahead” constructs
& tools, adapted to 2-on-1
“Under construction”
• Mentor training
<-- Timeframe: Varies Considerably - Months to Years
-->
Mentoring Process - Implementation
6. Facilitate
Connections
7. Monitor/Assess
Progress
8. Mentoring Process Stops;
Relationship May Continue
6. Facilitate Connections
• Coaches help connect
participant to area sources
to build resources
• Introduce them to people
who can become social
and professional “bridging
capital”
• Participant sets pace.
They are responsible for
own progress
Tools
• SMART goal Action Plan
• “Resource” Building Guide
• Release of Information
<-- Timeframe: Varies Considerably - Months to Years
-->
Mentoring Process - Implementation
6. Facilitate
Connections
7. Monitor/Assess
Progress
8. Mentoring Process Stops;
Relationship May Continue
7. Monitor Progress
• Participant sets pace they are in-charge &
responsible for progress
• Help them to reset
priorities and actions as
needed
• Loop back to facilitate
connections appropriate
to revised goals and plans
Tools
• SMART goal Action Plan
• “Resource” Building Guide
• Release of Information
• Participant Info Record
<-- Timeframe: Varies Considerably - Months to Years
-->
Mentoring Process - Implementation
6. Facilitate
Connections
8. Process End
• When activity stops or
participant no longer
desires support in
pursuing their plan
• This could take many years
• Friendships won’t end
when initial goals are met
7. Monitor/Assess
Progress
Tools
• Participant Info Record
8. Mentoring Process Stops;
Relationship May Continue
Step 4 – Design Decision: Process Options
Getting Ahead program
or
use of Getting Ahead tools
by Coaches & Individual
Transforming Lives...Ending poverty through systemic change
<- Approximate Timeframe: 4 to 6 months or longer ->
Mentoring Process
Yes
"Getting Ahead"
Facilitators
5a. Develop Personal
Goals & Plans "Getting Ahead"
Program
4. Use "Getting
Ahead" or
Coaches?
Coaches
5b. Develop Personal
Goals & Plans Coach Guided
4. Design Decision – Use “Getting
Ahead” Program or MentorGuided approach to assist
participants in developing their
personal goals and action plans
• Could offer both for
maximum flexibility
Philosophy of Getting Ahead
 Grounded in the theory of change
 Safe, challenging, neutral, agenda-free learning
environment
 “Kitchen-table” learning experience
 Content & peer dialogue contribute to learning
 “Investigators” do the work of learning
© aha! Process, Inc.
Getting Ahead is Based on the
“theory of change”
People in poverty need an accurate
perception of how poverty impacts their lives
and an understanding of economic realities
as a starting point both for reasoning and for
developing plans for transition.
 Philip DeVol
© aha! Process, Inc.
Purpose of Getting Ahead:
What Do I as a Participant Get?
 Explore and analyze the themes of my life
 Assess my resources
 Make my own arguments for change
 Build my own future story
 Make my own choices
 Prepare myself to take a seat at the decision-making
table in my community
© aha! Process, Inc.
“Getting Ahead” Program
10 modules, 16 sessions
ACTION
© aha! Process, Inc.
RESPONSIBILITY
Plans (10)
Action steps
Future stories
Critical analysis
What it means to me
Theory of change (2)
How to build resources (9)
POWER
UNDERSTANDING
POVERTY
What it’s like
now (1)
Economic class
Using the hidden rules of
class to build resources
(4)
UNDERSTANDING
WHERE I AM
Language (5)
Resources (6)
Self-assessment (7)
Causes of poverty (3)
Community assessment (8)
CO-INVESTIGATION
(1)
(Module)
“Getting Ahead”: What’s Involved?
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Closed group of 6–15 people; ideal size is 8-12
Basic program is 16 sessions of 2.5 hours
Meet once or twice a week
Puts Bridges and participants’ (“Investigators”)
knowledge into a series of mental models
 Facilitator helps investigators explore solutions;
doesn’t teach / tell them what to do
 Best results if there is long-term support from
community partners for investigators’ plans
© aha! Process, Inc.
Cost Components
Getting Ahead Group of 12 over 16 Sessions
Line Item
Expense
Description
$25 Stipend / participant /
session
$4,800
12 is the ideal group size. Stipend paid by gift
card (store, gas, bus pass etc)
Getting Ahead workbooks
$217.50 + S&H 12 participant workbooks and 1 facilitator
manual
Facilitator Training
Bridges Webinar
SVdP Webinar
Bridges Facilitator DVD
$299
TBD
$175 + S&H
Next Bridges webinar: Nov 15/18
SVdP webinar under construction: 4Q2013
Module-by-module ideas
Facilitators
0 - $900
$0 if volunteers. If using GA graduates, pay at
least same as investigator stipends.
Workshop & participant supplies < $100
Flip-chart paper, colored markers; folders,
paper, pen, pencils for investigators.
Child care, transportation, food
Ideally, food & baby-sitting would be in-kind;
provided by volunteers.
0 - $1000
© aha! Process, Inc.
Developing Goals & Plans:
“Getting Ahead” Facilitator-Group Guided
 Pros for Facilitator guided “Getting Ahead” - Group Setting
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Participants (“investigators”) learn from each other
Demonstrates the power of working together in a community
Reduces risk of mentor bias in participant’s plan development
Creates additional support network of peers on the same journey
Easier program tracking , assessment, and modification
 Cons:
 Creates administrative need to coordinate space and classes
 Less flexible in scheduling for the participant
Transforming Lives...Ending poverty through systemic change
Developing Goals & Plans:
“Getting Ahead” Mentor-2:1 Guided
 Pros for Mentor guided “Getting Ahead” – Individual Setting
 Scheduled at the convenience of the mentors & participant
 Less administrative need
 Cons:
 No peer-based learning and support
 Heavier burden on mentor training to be able to “teach” Bridges
constructs to participants
 More risk of mentor bias in participant plan development
 More difficult to provide consistent experiences among
participants
 Not yet developed (available from SVdP 4Q 2013?)
Transforming Lives...Ending poverty through systemic change
Other Mentoring
Considerations
Transforming Lives...Ending poverty through systemic change
Participant Financial Support
 Primary assistance is not financial but personal,
emotional support thru the journey out of poverty
 Take care not to enable the current situation through
ongoing subsidies of basic living expenses
 Additional financial aid could take the form of
“investments” that empower the individual (e.g.
education, job skill training, certification…)
 Any decision for financial aid should be brought back
to the conference for approval
Transforming Lives...Ending poverty through systemic change
Building
Bringing
Reprinted with permission. Copyright J. Pfarr Consulting
Formal Register
Motivation and
Persistence
Integrity and Trust
Knowledge of
Hidden Rules
Relationships/
Role Models
Support Systems
Physical
Spiritual
Mental
Emotional
Financial
RESOURCES : Building vs. Bringing
Process Oversight & Support
 Establish District mentoring support group for
mentors to share lessons learned
 Conduct mentor background checks & child safe
environment training
 Establish procedure that enables participants to
contact an independent Vincentian if there are
problems in the mentoring relationship
Transforming Lives...Ending poverty through systemic change
Collaboration
 Councils - - provide training, mentoring support
groups, mentor oversight; “Getting Ahead”
organization & facilitation; community resource
analysis
 Partners - - establish links to organizations that
provide resource building programs in the community
 Businesses - - seek partnership funding for Getting
Ahead, job interview preference for participants
Transforming Lives...Ending poverty through systemic change
Religion & Evangelization
 We are open to participants of all faiths
 As the relationship deepens, it will be natural for
mentors to share their faith experience…but care
must be taken to not force our faith or its beliefs
 For participants who want to learn more about the
Catholic faith, connect them to RCIA program leaders
Transforming Lives...Ending poverty through systemic change
Getting Ready in Your Area
Transforming Lives...Ending poverty through systemic change
Readiness Checklist
 Identify potential facilitators and mentors
 Determine how you will use “Getting Ahead” – program,
2-on-1, or both
 Note: process for 2-on-1 option is not yet designed
 Establish guidelines and process flows for your local
process
 Number to call for info about mentoring
 Modify current home visit practices (visit hours, use of
blocked number calling, type of assistance, etc) for mentoring
Transforming Lives...Ending poverty through systemic change
Readiness Checklist (cont’d)
 Provide Mentor and Facilitator training
 Bridges Individual Lens
 Mentoring Process
 “Getting Ahead” Program & Outcomes (for Mentors)
 “Getting Ahead” Facilitator training (for Facilitators)
 Child Safe environment training (where appropriate)
 Conduct mentor background checks
 Form teams
Transforming Lives...Ending poverty through systemic change
Readiness Checklist (cont’d)
 Identify local sources for resource-building and establish
relationships with each
 Adopt, adapt, or develop your supporting forms
 Process maps & descriptions
 Resource-building guide
 Program brochure
 Release of Information
 Participant Information Record
Transforming Lives...Ending poverty through systemic change
Final Thoughts
 Be open to learning from the mentoring experience
 Gather feedback from both mentors and participants
on what is working, what is not, what is most relevant
to the their needs
 Share what you have learned with other Vincentians
 Collaboration website is planned
Transforming Lives...Ending poverty through systemic change
OUR VISION
END POVERTY
THROUGH
SYSTEMIC CHANGE
…. One Person
One Neighborhood
One Community at a time
Transforming Lives...Ending poverty through systemic change