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Learning Objectives:
By the end of this session, participants will be able to:
Describe the concepts of shared vision and core values.
Articulate the importance of fostering shared vision and core values.
List four qualities of an effective leader.
Facilitate a visioning exercise with their teams.
Session Overview
Activity/ Resources
Step Time Content
Method Needed
Introduction to Session,
LCD or Overhead
1 05 minutes Presentation Presentation of Learning Objectives
Projector
(Slides 1-2)
Presentation,
LCD or Overhead
Individual Core Values and Leadership
2 25 minutes Projector,
Activity, Qualities (Slides 3-8)
Handout 1.2.1
Discussion
Qualities of an Effective Leader LCD or Overhead
3 15 minutes Presentation
(Slides 9-13) Projector
Presentation, LCD or Overhead
Individual Projector, Trainer
Articulating Shared Vision (Slides
4 85 minutes Activity, Tool 1.2.1,
14-19)
Large Group Handout 1.2.2,
Activity slips of paper
LCD or Overhead
5 05 minutes Presentation Key Points (Slide 20)
Projector
Resources Needed
Sources/Bibliography:
Management Sciences for Health. 2005. Managers Who Lead: A Handbook for
Improving Health Services. Cambridge, Massachusetts: MSH.
Management Sciences for Health. 2001. Developing Managers Who Lead. The
Manager, Vol 10, No. 3. Cambridge, Massachusetts: MSH.
Available at: http://erc.msh.org/TheManager/English/V10_N3_En_Issue.pdf
Present Slides 3-8 using the trainer notes and Handout 1.2.1: Core Values Exercise to guide
the presentation, activity, and discussion.
Slide 3
Instructions
Review the list of core values below, and chose 5 that you believe are extremely
important to effective leadership.
If you have a core leadership value that is not included on the list, add it to the bottom.
Then select the top 4.
Finally, select the top 3 that you believe must be included.
Authenticity Intelligence
Community Joy
Communication Justice
Competence Love
Courage Loyalty
Creativity Open-Mindedness
Decisiveness Patience
Effectiveness Peace
Faith Power
Fame Recognition
Family Risk-Taking
Flexibility Security
Friendship Service
Growth Status
Happiness Strength
Humor Success
Independence Trust
Influence Truth
Innovation Wealth
Integrity Wisdom
Present Slides 9-13 using the trainer notes to guide the presentation,
Slide 9
Sources:
Management Sciences for Health. 2005.
Managers Who Lead: A Handbook for
Improving Health Services.
Management Sciences for Health. 2001.
Developing Managers Who Lead. The
Manager, Vol 10, No. 3.
Sources:
Management Sciences for Health. 2005.
Managers Who Lead: A Handbook for
Improving Health Services.
Management Sciences for Health. 2001.
Developing Managers Who Lead. The
Manager, Vol 10, No. 3.
ASK participants:
What makes risk-taking difficult? What
can make risk-taking easier?
ALLOW a few moments for discussion.
Sources:
Management Sciences for Health. 2005.
Managers Who Lead: A Handbook for
Improving Health Services.
Management Sciences for Health. 2001.
Developing Managers Who Lead. The
Manager, Vol 10, No. 3.
Sources:
Management Sciences for Health. 2005.
Managers Who Lead: A Handbook for
Improving Health Services.
Management Sciences for Health. 2001.
Developing Managers Who Lead. The
Manager, Vol 10, No. 3.
Present Slides 14-19 using the trainer notes and Trainer Tool 1.2.1: Activity Creating a
Shared Vision and Handout 1.2.2: Facilitating a Shared Vision Exercise to guide the
presentation and activities.
Slide 14
Time: 1 hour
Purpose of Activity: This activity provides an opportunity for participants to work together
in a shared visioning exercise. After participating in this exercise, participants can re-create
this activity within their workgroups and organizations.
Notes:
This activity works best if participants can draw on their own professional experiences
and work with their colleagues to create a vision for their own organization. However, the
workshop may include participants from many different organizations, resource centres,
and institutions. It may be helpful to create a scenario for a fictional organization. (For
example, Lets imagine that we are all working within a health training institution that
provides pre-service training for Clinical Assistants and Clinical Officers.)
The process of creating a shared vision is divided into 5 steps. Trainers may choose to
omit Step 5 during this workshop.
Introduction
EXPLAIN that:
This activity is intended to model a shared vision activity. It is only an introduction. After
this workshop, you will work together to create a more well thought-out vision one that
you can all fully commit to.
DIVIDE participants into small groups, based on their workgroup/organization (if possible).
This activity begins with individual work, then pairs, then small group work, and finishes
with large group work.
INFORM participants:
We are going to create a shared vision. This is the picture of what we want to create in
the future together. We are not going to discuss the obstacles now, but what we most want
to see happen.
DIVIDE participants into pairs (or groups of 3), reflecting their workgroup.
Each person should share their vision, and the pair should work together to create a
shared vision statement that reflects the best aspects of both.
ASK the pairs to match up with another pair (to create a group of 4), staying in their
workgroups if possible.
The small groups of 4 should compare the two vision statements, and discuss the
combined visions. Next, the group of 4 should work again to combine their 2 vision
statements into a shared vision statement.
ASK each group to record the key elements or phrases of their vision statement on a card.
(One element or key phrase per card.)
ASK Group 2 to follow, placing their cards with similar elements near Group 1s.
For example, if both groups have quality as a key element, Group 2 should place their
card stating quality in the same place as Group 1s.
If a card does not fit with any other groups cards, it stands alone.
Continue this process (Group 3, Group 4, etc.) until all cards are on the wall.
When all cards have been posted, ASK participants to come up to the wall and move the
cards around, grouping similar messages and phrases together until they are arranged into
categories. The goal is to eliminate overlaps/duplicates, and consolidate the elements. For
example, all the cards related to serving clients should be in one category. Note: this part of
ASK participants to suggest a name for each category, and write the names on a card and post
it above each group. (Note: if possible, this should be on a different coloured card.)
EXPLAIN to participants that at this stage, a small team should synthesize the messages that
pertain to each category, and draft a statement that reflects the shared vision. Remind
participants that the statement should retain the pride and feeling that the vision expresses.
After working with a group to generate ideas, the next steps in creating a shared vision
statement with your team can proceed as follows:
A small team should synthesize the messages that pertain to each category, and draft a
statement that reflects the shared vision. Remind participants that the statement should
retain the pride and feeling that the vision expresses.
The draft statement should be presented to the entire group, and the small team should
solicit input for refining and fine-tuning.
The team should establish a plan and timeline for finalizing the vision statement, and
follow-through.
ASK participants:
Are you comfortable using an activity like this with your own teams?
What challenges do you anticipate?
How might this process be useful for your team?
Instructions
Use the following instructions to help facilitate a shared vision exercise with your team.
Introduction
EXPLAIN that:
For this exercise, you will work in your teams/workgroups.
This is an introduction exercise.
After this workshop, you will work together to create a more
well thought-out vision one that you can all fully commit to.
ASK participants to rearrange themselves in the room so that they are sitting with their
workgroup.
INFORM participants,
We are going to create a shared vision. This is the picture of what we want to create in
the future together. We are not going to discuss the obstacles now, but what we most want
to see happen.
DIVIDE participants into pairs (or groups of 3 if there is an odd number), reflecting their
workgroup.
Each person should share their vision, and the pair should work together to create a
shared vision statement that reflects the best aspects of both.
ASK the pairs to match up with another pair (to create a group of 4), staying
in their workgroups if possible.
The small groups of 4 should compare the two vision statements, and
discuss the combined visions. Next, the group of 4 should work again to
combine their 2 vision statements into a shared vision statement.
ASK each group to record the key elements or phrases of their vision statement on a card.
(One element or key phrase on each card.)
ASK Group 1 to place their cards on the wall (or on flipcharts), with some space between the
cards.
ASK Group 2 to follow, placing their cards with similar elements near Group 1s.
(For example, if both groups have quality as a key element, Group 2 should place their
card stating quality in the same place as Group 1s.)
If a card does not fit with any other groups cards, it stands alone.
Continue this process (Group 3, Group 4, etc.) until all cards are on the wall.
When all cards have been posted, ASK participants to come up to the wall and move the
cards around, grouping similar messages and phrases together until they are arranged into
categories. The goal is to eliminate overlaps/duplicates, and consolidate the elements.
(For example, all the cards related to serving clients should be in one category.)
(Note: this can also be done in plenary, with participants suggesting how things should be
moved and a few volunteers moving cards.)
ASK participants to suggest a name for each category, and write the names on a card and post
it above each group. (Note: if possible, this should be on a different coloured card.)
SELECT a small team to synthesize the messages that pertain to each category, and draft a
statement that reflects the shared vision. The statement should retain the pride and feeling that
the vision expresses.
The draft statement should be presented to the entire group, and the small team should solicit
input for refining and fine-tuning.
The team should establish a plan and timeline for finalizing the vision statement, and follow-
through.
Source: Managers who Lead: A Handbook for Improving Health Services. Management Sciences for Health.
2005. pp. 185-186.
Present Slide 20 using the trainer notes and to guide the presentation.
Slide 20