1. Coalition Wellness Keeping It Healthy Ernest A. Lewis ernest@ealewisconsulting.com Coalition Mentor The Lucas County Community Partnership July 12, 2005 http://www.ealewisconsulting.com/coalitionwellness.htm

2. Objectives Symptoms of Struggling Coalition Symptoms of Struggling Coalition Traits of Healthy Coalition Traits of Healthy Coalition Process to a Healthy Coalition Process to a Healthy Coalition Finding New Energy Finding New Energy Getting Action Oriented Getting Action Oriented Keeping the Energy High Keeping the Energy High How to Start How to Start

3. Areas To Consider Strategic Planning Strategic Planning Team Building / Group Dynamics Team Building / Group Dynamics Individual and Team Accountability Individual and Team Accountability Continuous Improvement Continuous Improvement Board and Staff Development Board and Staff Development Executive Coaching Executive Coaching

4. Symptoms of a Struggling Coalition Low Energy Low Energy

5. Traits of Healthy Coalition High Energy High Energy

6. A Path to New Energy Skepticism / Frustration / Low Energy Strategic Planning Session Gets People Focused Team Work Improvement Ideas Opens the Door to… High Energy / Optimism / Team Spirit

7. Strategic Planning Basics 4-6 hours - Outside Facilitator - High energy!!! 4-6 hours - Outside Facilitator - High energy!!! Invite New Recruits Invite New Recruits Vision/Mission Vision/Mission Current Situation Current Situation Ideal Situation Ideal Situation Action Plan and Task List – Must lead…? Action Plan and Task List – Must lead…? Save the SWOT Analysis for later!

8. Brainstorming Follow true Brainstorming Rules Follow true Brainstorming Rules Individual Brainstorming Individual Brainstorming Be Specific, One Idea Per Card Be Specific, One Idea Per Card In what ways might we do better? In what ways might we do better? Consider ALL areas for improvement! Consider ALL areas for improvement! Group Brainstorming Group Brainstorming

9. Affinity Diagram Categorize Categorize Prioritize Prioritize Email Website Newsletter Marketing Pledge $ Diversion Parent training Programs Raffle Grants $ Event Finance

10. Review the Committee Structure Is Everyone on a committee? Is Everyone on a committee? Breakout Sessions Breakout Sessions Affinity Diagram categories Selected by the appropriate committees Affinity Diagram categories Selected by the appropriate committees Meeting Time to create Action Plan / Task List Meeting Time to create Action Plan / Task List

11. Action Plan / Task List TaskResponsibleDeadlineResources/Comments Be Specific Look for a Group Project

12. Keep the Momentum Monthly meetings – High Energy Champions! Monthly meetings – High Energy Champions! Review the Action Plan / Stick to it! Review the Action Plan / Stick to it! Reports from EVERY committee Reports from EVERY committee Discuss the Roadblocks Discuss the Roadblocks Recognize Achievements and Progress Recognize Achievements and Progress No Matter How Small! The Coalition That Praises Together… The Coalition That Praises Together…

13. Keep the Momentum Remind Everyone this is a ……… Process! Remind Everyone this is a ……… Process! Annual Retreat Annual Retreat Positive Attitudes Positive Attitudes Watch Your Language! Watch Your Language! Keep It Fun Keep It Fun

14. Tough love and Accountability Even for Volunteers!

15. Getting Started Schedule a Strategic Planning Session Schedule a Strategic Planning Session Key Players Key Players New Recruits New Recruits Use a Facilitator – Outside Objective Observer Use a Facilitator – Outside Objective Observer Professional Facilitator Professional Facilitator Industry Expert Industry Expert HR or T & D Professional HR or T & D Professional Plan Your Agenda and Expected Outcomes Plan Your Agenda and Expected Outcomes