Resources Paper and pencil for participants

Flip charts and markers

Setting Large-group with break out space for smaller groups of 5-8

Purpose To identify core values of the institution.

• To determine how and to what extent these core values are currently expressed in the actions of the campus community.

• To identify misalignments

Exercise 1: Values Identification (Recorder storyboards all responses)

1. Without discussion, list what you think are the three most important core values of the institution on the paper provided. In other words, what are the heart and soul of the matter at our school in how we perform our work and manage our relationships?

A. Examine values on four levels

1. Values related to the core processes of our work (these are processes that are critical to the performance of the work)
2. Values related to our students, families and donors
3. Values related to the services we provide
4. Values related to our faculty and staff

B. Prompt thinking with phrases like:

We believe… We believe in…

We value… We care about…

1. General discussion of values, with each person reporting his/her first (top of mind) value, then the second value, then the third.
2. Reduce the list to no more than five key values.
3. Full group reconvenes to hear small group reports. FACILITATOR STORYBOARDS COMMON THEMES.

Exercise 2: Walking the Talk (Recorder storyboards all responses)

1. Answer the following questions for each of the five key values:

Exercise 3: Identifying Misalignments (Recorder storyboards all responses)

Wrap Up: Facilitator summarizes gaps between existing values and desired values and lists most commonly identified ways to better "walk the talk" and live into existing values.