Your Crescendo Proposal - Atlanta Wealth Building Initiative

Your Crescendo Proposal - Atlanta Wealth Building Initiative

Atlanta Public Schools Maynard Jackson Cluster Principals Skywriting Session

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT

OCTOBER 2019

crescendo n. (kre-shen-do) 1 a gradual increase; specifically: a gradual increase in volume of a musical passage 2 the peak of a gradual increase. Your Crescendo is your growth. Your increase in volume. Your peak. We find it highly appropriate to carry the name of what we are commited to. Your Crescendo. About Your Crescendo We are on a mission is to empower purpose and impact for leaders and talent in their business performance, leadership and careers.

Kim Anderson, Tene Traylor, Janelle Williams Board of Directors Atlanta Wealth Building Initiative (AWBI) Atlanta, GA

AWBI Leadership –

We’re excited to propose facilitation of your board retreat on October 29th and 30th. It is our understanding that you are at a critical juncture in the mobilizing of your board and leadership as you plan to intentionally move your momentum forward in your new organization. To that end, we have proposed an experience designed to connect your board members to each other with stronger awareness of each others’ path to here, their strengths, passions, motivations and their purpose. We are also looking to advance your board governance, structure and working committees’ framework. Finally, we are looking forward to translating your strategic plan to an implementation plan through a strategic articulation map built through collaborative working sessions. Your mission to “actively reimagine economic realities to produce an opportunity-rich future for all’ is compelling and inspiring both in its clarity and the opportunity to deliver on it.” It is our objective for this experience to tap into the power of purpose, unleash the passion and leverage of your board members and channel the growth opportunities of this mission with intention, crystal clear clarity, a high performing team and profound results.

Thank you for the opportunity to engage you and your board. We look forward to your response, our progress and your impact.

Reggie Hammond, Your Crescendo Founder and Managing Partner Launched 2011 Career Highlights Accenture (Ohio and Atlanta) 1991 – 2005 Exervio Management Consulting Atlanta Office Lead (Vice-President) 2005 – 2011 Purpose To get the world on purpose with impact. Passion Empowering others performance through their gifts and purpose

Peace and blessings,

Reggie Hammond Your Crescendo

2

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

PROPOSAL CONTENTS

About Your Crescendo

1.0

4

Approach

2.0

5

2.1 Facilitation Approach

6

Experiences And Examples

2.2 Facilitation Approach

9

Board Design Requests – Asked And Answered

2.3 Facilitation Approach

11

Proposed Agenda Design

Workplan

3.0

13

Our Team

4.0

Reggie Hammond

-

15

Erika Williams

-

17

Illustrative Deliverables

5.0

19

One Client’s Experience

6.0

32

Other Relevant Experiences

7.0

34

Retreat Investment / Cost

8.0

35

3

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

ABOUT YOUR CRESCENDO 1.0

Our Approach

We ignite purpose and its pursuit in organizations, teams and individuals through intentional vision and strategy with their gifts, passions and motivations front of mind.

A Moving Performance To bring it’s’ most inspired performance, a symphony must have talented musicians that are at their best, well rehearsed and all engaged on the experience it is looking to inspire for its audience.

Our mission is to orchestrate an inspired performance for maestros, instrument sections and musicians to bring their best performance.

LEADERS

TEAMS

INDIVIDUALS

Leadership on Purpose • Leadership Development • Executive / Leadership Coaching

Building High Performing Teams • Team Retreats • Forums • Strategic Planning Facilitation Finding Your Forte • Strategic Articulation • Grow-To-Market Strategy

Finding Your Forte • One-on-One Coaching

Placement on Purpose • Talent Acquisition • Full-Time Roles • Consultants and Contractors

• Group Coaching • Speaker Series

4

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

2.0

OUR APPROACH We help boards and leadership by building and inspiring high performing teams on purpose.

A Moving Performance

Boards and teams are a critical enabler of purpose delivery / mission realization and organizational performance. There’s no mystery there. However, often boards and teams are only acceptably functional and growing their performance is not a priority for many organizations. They persevere through less than optimal team dynamics in an effort to focus on the task at hand. Their work is often too demanding to invest the time to grow their performance, dynamics and capability. And it easily becomes a slow brake to mediocre performance, results and impact.

So it’s healthy to stop and ask, “What does it take to build a high performing team on purpose?

But first let’s set a vision and answer a more aspirational question -

What makes a high performance board or team on purpose?

• Leaders and team members that are aware of their strengths, passions, motivations and their purpose and how they can bring them to the organization’s purpose. • Additionally, they work together with intent to engage purpose to drive work and performance. • There is a keen awareness of purpose for the team and the organization through collective understanding of the mission, strategy and vision. • Team members that are not only fully engaged but also passionate about their work. • Strong team dynamics including trust, healthy conflict, commitment, accountability and results. • Leadership that actively works to align people and their contributions to each individuals’ forte. • New members are selected that not only meet job qualifications, but are passionate about the work and their gifts align with the role.

5

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

2.1

FACILITATION APPROACH EXPERIENCES AND EXAMPLES

Our objective is to create experiences that are:

Purpose is a powerful accelerator for building high performing boards and leadership teams. With focused intent, we work to harness that power to create engaging, personally vested and mission impactful facilitated experiences. We approach facilitation as an opportunity to create immersive experiences that embolden the purpose of the organization. We design experiences with intent and a focus on engagement.

• Intentional • Immersive • Engaging • Purpose-Connected from Organization to Leaders • Memorable to create meeting objective mnemonics

Below are highlights from recent retreats we’ve facilitated that illustrate these objectives in the facilitated experience we designed.

NATIONAL BLACK MBA ASSOCIATION LEADERSHIP RETREAT Having lost focus on stakeholders (professionals, students and entrepreneurs) in recent years, we created a panel experience with participants that represented each of their stakeholders. We took them to a rooftop venue and gave them binoculars to create vision snapshots to frame their strategic articulation.

IMPACT CHURCH – STAFF RETREAT VISION CONSTRUCTION

Once our strategic articulation was completed, we needed to build the implementation plan. Having led the implementation through consulting, we needed to transfer ownership of the plan to the client to continue without our support. To prepare them for this key transition, we created a vision construction experience in the space of one of the city’s most prominent commercial builder’s offices and provided construction hats and cold pack lunch pails (that they continued to use as a reminder of the experience).

CITY OF ATLANTA FULTON COUNTY LAND BANK AUTHORITY As an approach to level set new board members with old on how landbanks work, we had board members play an equity version of Monopoly with members having the opportunity to be the ‘land banker’.

6

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

TRANSFORMATION ALLIANCE In an effort to create an immersive experience connected to their purpose related to equitable transit-oriented development, we had members take MARTA to our strategic planning session. We also featured only vendors in the community neighborhoods they served including

SLAM! ACADEMY ATLANTA In a high stakes team building and strategic plan development retreat, a soon-to-launch charter school had a contentious relationship between its board (mostly African-American) and the foundation/funders (mostly Latino) that provide the blueprint for the school. By starting with connecting their purpose to the school mission allowing them to more meaningfully get to know each other and then work together to plan the strategic articulation’s implementation.

ATLANTA PUBLIC SCHOOLS While leading delivering of key district strategic initiatives in the midst of a cheating scandal, the leader and the strategic program and project delivery team found themselves working through abysmal morale. We facilitated a series of Finding Your Forte starting with the key leader and then her team. This energy carried over into the entire district when the new superintendent embraced StrengthsFinder as a strategic thrust to ‘Focus on What’s Strong instead of What’s Wrong’. This helped them navigate beyond the scandal, and now every teacher and staff knows their strength from StrengthsFinder and the use them in everyday education processes and support.

7

FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

MORGAN STANLEY FOUNDATION

Trained and developed Foundation’s Board of Trustees through ongoing education of the emerging issues and trends within the nonprofit sector and effective proposal evaluation Created sub-committee structure for Board of Trustees to support communications and various issue areas within the Foundation’s grant making portfolios.

ANNIE E. CASEY FOUNDATION

Designed and facilitated a meeting with key stakeholders to support the development of a two-generation focused >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35

Made with FlippingBook - Online catalogs