SVP Connecticut Values Retreat Session – November 7th Acknowledgements to Ann Rhoades, PRES, People Ink For generously providing both materials and counsel for this session 1

“Culture is the collection of behaviors of an organization.”

© 2013 People Ink

Strategy defines “What” to do Values-based behaviors define “How” you do it

Built on VALUES® Model “A” Players Hiring Values Blueprint Continuous Discipline (CI) Accountability & Rewards Customer Branding Copyright 2006 PeopleInk Patent pending

Six Value Principles We can not “create culture”; it is a product of our environment You are on the outside what you are the inside Success is “getting the right results the right way.” INPUT = OUTPUT; You will only get out what you are willing to put in. People do exactly what they are rewarded for doing. Environment must be built on a set of shared strategic Values AND financial responsibility.

Values BluePrint® Begin the Conversation - April Select a Values Workout Team - October Performing the Values Workout – Nov 7th Publish the “First Draft” of Your Values with Behaviors Publish Your Values BluePrint® and Take it on the Road Create an Organization-wide Implementation Plan and Timeline

Values Blueprint – Example

Objectives for Today Align on and define our values Draft behaviors that describe our values Align on next steps Have fun working together

Retreat Agenda Time Activity Role(s) Notes 10:00 AM Welcome and Introductions Mark/Don/Tim 25 min 10:25 AM Overview of the Process Tim 5 min 10:30 AM Values Exercise Introduction 10 min 10:40 AM Exercise 1: Sharing Admirable Behaviors 60 min 11:50 AM BREAK   12:00 PM Exercise 2: Selecting Top Values 40 min 12:40 PM Exercise 3: Defining Values and Behaviors for Each Value/Working Lunch 1:40 PM Exercise 4: What’s Missing? 1:50 PM 2:00 PM Values in Action: Implementation 2:10 PM Building a Values Map 30 min 2:40 PM Next Steps, Wrap-up Mark/Don 15 min 2:55 PM Close with Workshop Evaluation 3:00 PM Adjourn

Exercise 1 – Share a Colleague Story I would like to recognize ______ for ____ (example). This example illustrates a value of ___ Potential Values: Respect, Excellence, Quality, Accountability, Innovation, Ownership, Responsibility, Teamwork, Fun, Equity, Integrity, Togetherness, Compassion, Passion, Caring, Trust, One Team, …

Exercise 2 – Select Your Top Values Individual reflection: List the top 5 values based on what you heard. (2 minutes) Discuss your top 5 with a partner – Decide together on top 5 values. (8 minutes) Discuss your top 5 with another pair – Decide together on top 5 values. (10 minutes) Each group reports back, to make a cumulative list of values. (5 minutes) Look for groupings and “mergers” of values (10 minutes) Vote on Top 5-6 Values (5 minutes) with your dots.

Exercise 3 – Define Values & Behaviors for Each Value Develop value definitions and list of 4-5 behaviors for each value in small groups (40 minutes) Share back by group with Discussion (20 minutes)

Exercise 3 - Example Value – Integrity Definition – We continuously pursue the highest standards of ethics, professionalism, and honesty Behaviors: Follows through on commitments consistently Does the right thing, even when no one is watching Each Behavior should meet these criteria: Does it start with an action verb? Can you observe it? Can you hire for it? Can you measure it? Can you train for it? Does it apply to all partners and staff?

What’s Missing? What’s missing? Concerns? Points for further clarification or development?

Accountability In what ways may your own behavior have to change? In what ways might you and your peers hold each other accountable to these values?

Trust is key … Your lived values must match your stated values. Implementation - Trust is key … Your lived values must match your stated values.

Implementation Based on the VALUES® Model “A” Players Hiring Values Blueprint ® Continuous Discipline (CI) Accountability & Rewards Customer Branding Copyright 2006 PeopleInk Patent pending

Implement – Values Blueprint ® Draft with leaders & “A” players Finalize Behaviors Confirm leadership alignment Communicate across organization Copyright 2006 PeopleInk Patent pending

Implementation - Recruitment “A” Players Hiring Hire for skills, plus values Interview for past examples of desired values, e.g., “Tell me of a time, when …” Copyright 2006 PeopleInk Patent pending

Implementation – Accountability & Rewards Develop measurements and review system for behavior Recognize and reward those who model the values Address behavior that does not match the values and hold accountable Partner and staff development includes values Accountability & Rewards Copyright 2006 PeopleInk Patent pending

Implementation – Continuous Discipline Discipline (CI) An accountable leadership team that keeps the organization focused Monitoring of progress Copyright 2006 PeopleInk Patent pending

Implementation - Branding Make your value-based behaviors “public” Promote values as an organizational strength Customer Branding Copyright 2006 PeopleInk Patent pending

Values Map Introduction to an Implementation Plan Based on the Values Blueprint Provides overall direction for implementation Identifies priority areas for integrating the Values into your organization Recruiting / Onboarding Partners, Staff, and Board Programs: Investee Engagement Programs: Partner Engagement Governance Provides the basis for progress evaluation and continuous improvement 24

Exercise 4 - Building a Map Develop activities in small groups (25 minutes) Share back by group with Discussion (20 minutes) SVP Priority Areas Value 1 Value 2 Value 3 Value 4 Recruiting / Onboarding   Programs- Investee Engagement Programs- Partner Engagement Governance

Next Steps Working Group Refining/Editing Values & Behaviors from today Building on values map exercise © 2012 People Ink

What You Can Do… Model the Values and Behaviors after finalized Hold each other accountable Help in the communications roll-out when plan is ready It starts at the top, it starts with you © 2012 People Ink

Most Important of All … Walk the Talk Thank you!