1. 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

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

3. © 2013 People Ink

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

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

6. 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.

7. 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

8. Values Blueprint – Example

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

10. 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

11. 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, …

12. 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.

13. 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)

14. 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?

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

16. 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?

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

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

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

20. 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

21. 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

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

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

24. 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

25. 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

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

27. 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

28. Most Important of All …
Walk the Talk
Thank you!