Emma Diaz: Thank you, Veronica.

So yes. So going back to how the overview will be, what the methods are, and then how we've embedded them and use them throughout the last seven years in our, like I said, AB86 phase, ABG phase, and now our CAEP phase. And going into a three-year plan, the ways that we can use it.

So we'll go to the next slide, Jorge.

So how did we use it? And I want to talk a little bit about what it really did for us, anecdotal information, before Becky goes into actually the methods and facilitation. So what it did for us, initially, it did bring a region together. At the beginning of AB86, we weren't really sure what was happening I know I was tasked as a coordinator when I was hired to put together a regional plan. Now mind you, I had never done that before. So I was a little intimidated by the experience myself.

But what we did is I approached, at that time, in the Inland Empire in San Bernardino specifically. We had an organization, the Alliance for Education. And they had been working with many of the superintendents and other community providers in the area for many years. So I approached them and said, hey, can you help me out? I'm trying to gather all these regional folks to put together a plan for adult education. Could you help me with contacting all these different community individuals and superintendents and college presidents and so forth?

And so they were very gracious at the beginning, and they did. As we started moving into the phase of actually having these meetings, regional meetings, I had approached the director at the time who was Debra Mustain. I said, hey, Debra. I need some assistance. Would you be willing to come in and facilitate a meeting for us? Now that we've gathered these superintendents, I need someone in the room who's a little independent and actually knows how to facilitate. That was not my skill set at the time.

And I remember she thought about it for a couple of weeks and then got back to me and said, I'm not available that day. She says, but I'm going to give you my ToP facilitator. And I thought, wow. All right. I just won the lottery. They're going to give me their ToP facilitator. I didn't know ToP was the method. To me, I thought, hey, Becky is the best. She's at the top.

So I took it and ran with it. I called Becky and she came and we met. And I told her really the entire project. There's a regional plan that needs to be put together. There's a lot of individuals. We need input from everybody. And she says, I have the right method for you. And she said, but before we start with the method, she says, we've got to set the stage in this planning area. And I said, OK. And she says, I want you to tell me what your rational aim is and you're experiential aim, which is that second bullet on the slide.

And so what that was is the dialogue with Becky on how to set up what we wanted the experience to be with that rational aim. It's, yeah, rationally, what do I want them to do? I want them to put together a regional plan. The experience I wanted them to have, though, is I kept thinking, we don't know how much money we're going to get. We don't really know how long this is going to go on for.

So I said, but what I want them to experience, and I told this to Becky and she will hold me to it, is I said, Becky, I want them to experience the abundance of what we can do with this money with expanding programs. I don't want to work with individuals or set the stage where we're focusing on scarcity. I want to definitely work on seeing the abundance that we do have. So that was something that I had never told anybody, other than Becky the day that we started planning.

And how do I know it works? Is that five years later when one of the superintendents retired, on her last day, we gave her a nice little vase as acknowledgment for a lot of the things she had done. And as we were walking out, she said, why don't you walk with me? And I said, sure.

So as we're walking out, she says, five years ago, I came into this room thinking we were all competing with each other for these resources. She says, and through the methods and everything we did, she says, today I walk away knowing there was always enough for all of us. And to me, that was confirmation that planning phase at the beginning that I did with Becky was setting the stage for what the outcomes would be.

So again, what does the ToP method do? It does work on inclusiveness. In the room here, I'm showing a picture. You might recognize some of these individuals. These are individuals from our consortium. Some have retired since, but we had teachers, we had counselors from the K-12 system, administrators from K-12. We had deans from community colleges, faculty from community colleges. So we did have everyone in the room that needed to be there. They're the content experts. And Becky will talk a little bit more about the role of a facilitator, and it's not to have that content.

So this brings in participation from everybody. And that, I think, is where the true power happens because the buy-in happens at the local level. And then when administrators are able to see that everyone took part in creating this and coming to that consensus, it really builds that momentum you need to keep going. So it is about participation. It does break the silos. And again, we use different methods, depending on what we were doing at the time.

So the different methods eventually put together my entire regional plan. That regional plan that we submitted to the state was done based on the facilitation of each one of these. We call them workgroup or hub meetings. And so Becky puts together a document that she gives me afterward, after the facilitation, that I'm going to show you some examples at the end of the presentation what it looks like. And all of those documents went into our original AB86 plan.

So that plan is available on the state website. So any of you could go and take a look at it if you're interested in seeing what the facilitation method was for each one of the-- at the time, it was five program areas. Now it's the seven program areas that we did. And I think that was it for the first slide. Jorge, we'll go on to the next one.

So I want to just show you here, this is-- we'll refer to it-- that big blue, we call it the sticky wall because it is really sticky. And this is how we work in terms of you see the little white note cards up there, everybody's ideas get placed up there without a name. So then they're all taking into consideration equally.

You don't take an administrator's card and say, oh, this is more valuable than a teacher's card. It's quite the opposite. It's everybody's card is important. So everybody's voice gets heard. And again, we have a method to how these ideas get placed up there and then how they get organized.

Go to the next one, Jorge.

This is what it looks like as we work towards getting to consensus. Again, all of these white note cards are what everybody's ideas are that get placed up there. And then those yellow cards up on the top are the descriptors of what goes below. And that becomes the consensus for that particular dialogue.

And so Becky will talk more about those in detail, but I wanted to visually you could see what that looks like. It'll make it easier as she goes through the components for you to remember what it looks like visually. And again, this was before COVID. During the COVID pandemic time, we still had our annual plan facilitated with Becky. Instead of having a virtual sticky wall where you could walk up and put your little note cards, instead we used a program called MURAL. That allowed us to do this remotely.

We'll go to the next one, Jorge.

So I just wanted to show you, again, this is what it looks like in the room. We had mixed tables. Tables with administrators, teachers, counselors. Everybody comes together and, through this facilitated manner, focuses on the issue at hand. And then everybody contributes towards that to reach the consensus in the room.

So we'll go to the next one, Jorge.

So now I hand it over to Becky.

Becky Foreman: Thank you, Emma.

So I wanted to start out by setting some context in regards to roles because there are different kinds of leadership roles. Facilitation is a leadership role. It's one of them. But I know that all of us wear different hats at different times and we play different roles. And each role has its own particular style and its own particular value.

We're not trying to suggest that facilitation is the only type of style or leadership role you should ever have. No. But they're all different and it's important to understand the difference between them so that we don't get into role confusion. So go ahead, Jorge.

What I'm going to do is I'm going to compare and contrast four different types of leadership roles, which are the consultant role, the trainer, a hierarchical leader, and a facilitator. So again, all of these roles have their own validity, but they are all a little bit different. And I'm going to contrast them according to what each of these leaders assume, know, seek, rely on, and expected results.

And the consultant-- what the consultant assumes is that the group needs expertise. Why else would you call in a consultant? So you need some expertise. Then we can go on to what they know, is content. So they really understand everything about what they're coming in to talk to you about. They understand the content, they have the expertise, sectoral strategies. That's part of their role.

So what they seek is compliance to their recommendations because why on Earth would you use them if you weren't going to comply with what they recommend? And what they rely on is their own experience and training. So this is up to them. And what they expect to see is leadership approved change.

So let's see. And I see that in chat, we have-- oh, do you have the presentation in a shareable format? We haven't talked about that. So we don't have that right now. And I guess Emma that's something that you and I can talk about.

Emma Diaz: Absolutely. And I'll say, for now, you can put your email in the chat. And then once Becky and I work on that, because of the compliance part, we could send out something to you.

Becky Foreman: OK. Our pleasure. All right.

So let me then go on to talk about the trainer. Now this is where a lot of role confusion comes in. Often, people will call for a facilitator and then they say, and our trainer is here. Well, that-- it's a very different role. What the trainer assumes is that the group is seeking wisdom. The trainer knows things, which they are going to impart to you.

And that what they know is the content. What they seek is learner clarity. So they just want to make sure that you understand what they are training you on or to do. What they rely on is research and their own learning and training. And what they expect, expected results, our understanding. That that's what the trainer wants. They want you to understand what they are training you to do or to know so that you can go out and do it.

Now the hierarchical leader, this is probably the most well-known leadership style. It's dates way back to before the Industrial Revolution, probably from the first time the first caveman said, you go out and you hunt, and you stay here and you cook. There's always been this style where it's somebody who's at the top.

So the hierarchical leader assumes that they are the authority. They are the top gun. They are the ones that are calling the shots. So what they know, what they have to know is what to do. And they need to know what to do in any situation because they're called on to do it, which can be tough because things are changing so rapidly it makes it harder and harder to be the person at the top.

What they seek is the right decisions because they're making the decision. And if they're wrong, it's going to fall back on them. So they're always looking for the right decision. What they rely on is in their own individual abilities, their charm, their charisma, their ability to get people to go along with what they do. That's what they rely on.

And what they expect, the expected results, are decisions and plans. And these are decisions and plans that they will make and that they will pass down the chain. So the hierarchical leader is at the top, makes decisions, which then filter down to everybody else that is on the rungs underneath them.

So that is, as I said, a very common leadership style. And before I talk about the facilitator, which is, of course, what we're talking about today, I just wanted to say that there are many places where the hierarchical leadership style is still very, very necessary.

And a lot of times, we'll bring up a fire department. You're not going to call a meeting and get everybody together to decide what's the best way to handle this. You have people that are-- they know what they're doing, but there is somebody who is directing them. Or in hospital, the doctors may be hierarchical leaders for their own specialty. They're not going to let everybody else weigh in because they're the ones that are ultimately responsible for making these decisions.

But there is a place, though, for facilitative leadership, and that's what we're going to talk about. So with the facilitator, they assume that the group already has both wisdom and experience. So their role is to pull this from the group. So what they know is how to proceed, how to get the group to share their own wisdom and experience to come up with the best possible plan or answer. They have methods, and that's what we're going to give you an overview of this morning.

What they seek is decisions that are owned by everyone. So as people are asked to share their own ideas, to share their own wisdom and experience, and through the methods, those come together into some type of a consensus or plan, people are going to feel a sense of ownership because that decision, they were part of that.

What they rely on is the ability of the group. So whenever I go into a situation as a facilitator, I may come in feeling a little bit nervous and then I remind myself, it isn't about me. This is about the group. The group has the ability to come up with these answers. I have the methods to help guide them through it.

So the expected results, the expected results are a commitment to action, which, again, goes back to the idea that they have ownership of this. If it's a strategic plan, they have helped to create it, as opposed to having a plan that is just put on their desk and somebody else created it, some consultants created it or somebody else said, here, this is what you need to do.

You might have a consultant who knows a lot about this industry or this sector, but if the people that are going to be carrying out the work were not involved in creating the plan, they are less likely to feel a commitment to action to seeing it through because they may have a feeling that nobody asked me about this. And if it fails, oh well, it wasn't-- I could have told them that. So with a facilitative style, the commitment to action is organic. It's built in.

So we can move on to the next slide.

So I just wanted to ask you-- I was going to ask for a show of hands. But since you're off camera, just to drop this into the chat. Which role do you see yourself in more often? Do you see yourself more often as a consultant, a trainer, a hierarchical leader, or a facilitator? So I'd be interested in just seeing responses in chat. Where do you see yourself? What role do you see yourself in?

Facilitator. Yay. Consultant. Facilitator. Consultant. Facilitator. Between facilitator and hierarchical leader. Interesting. Facilitator. Consortium director. Facilitator. Facilitator. Depends on which hat you're wearing. Absolutely. Facilitator or trainer. Facilitator. Consultant. Trainer. Facilitator. Trainer. Lots of facilitators. Awesome. Trainer. Consultant. Trainer. Yeah, lots of roles. A leader who needs to facilitate. A trainer too. Between consultant, trainer, and facilitator. All hats, depending on the weather. And we've got another email for the PowerPoint. Awesome. OK.

All right. Well, thank you for giving us a feel of who's here. It's really awesome to se so many facilitators are already with us. On an upcoming slide, in just a moment, I'm going to ask you to do some annotations. And if you haven't, you may have already done this in Zoom. If not, this was a trick that was new to me. It seemed like some magic. And that's just because everything is new to me. I'm new to a lot of technology. But if you haven't, here's a little tutorial on how to annotate.

So the first thing is, on the next slide, you are going to go up to the window where you see that you are viewing Jorge's screen. So click on that, on View Options. And when you click on View Options, next slide, you're going to scroll down to where you see Annotate. So next slide. There it is. Click on Annotate. And then you're going to click on the T for text. So that's how you can annotate right on the screen.

So this is what I'm going to ask you to do. On the next slide, everybody who would like to annotate, please do that. And I want to talk about what factors make participation difficult. So one of our foundational values is inclusive participation. So think about what factors make participation difficult in groups. And just go ahead and type it anywhere on this screen.

Assumptions. Yeah, definitely. Hidden agendas. Sure. Power structures. Lack of diversity. Yeah. Different roles. Yep. Yeah. Fear of sounding. Probably sounding something negative. Incorrect. Fear of sounding incorrect. Yes. Organizational culture.

All of these can make participation difficult. Competing priorities. And then no one wants to hear my opinion. They won't get it. Newer folks feeling like they don't know. That could definitely be a hindrance to participation. Time constraints. Yeah.

Oh, you don't have that-- if you don't have that option in the View menu, then just put it in chat. Go ahead and put something in chat and we can also read that out. Emma, if you can help me look at the chat and read those out as you see them.

Emma Diaz: Absolutely.

Becky Foreman: Sure. OK. Yes. Give you multiple. opportunities.

Emma Diaz: Somebody puts scheduling.

Becky Foreman: Scheduling. OK.

Emma Diaz: [inaudible] that puts scheduling.

Becky Foreman: All right. No perceived value. OK.

Emma Diaz: Somebody else put in time. Yeah.

Becky Foreman: Sorry. Emma,

Emma Diaz: That's a big one.

Becky Foreman: And I take it over.

Emma Diaz: That's OK. That's a really big one.

Becky Foreman: You do this. Lack of buy-in. Poor facilitation. Sure. Yeah. No perceived value for outcomes. Yeah. Unsure of your own ideas. Sure. Yeah. Fear retaliation for speaking their opinions. Sure. Sure.

Emma Diaz: There's another comment in the chat, Becky. Fear of what others will think if he or she speaks their opinion.

Becky Foreman: Sure. Yeah, absolutely. Yeah. OK.

Emma Diaz: Being in a new county and being shy.

Becky Foreman: Oh, sure. Oh, yeah. Shyness is a big factor. Yeah. And I know that I've dealt with that my whole life.

Emma Diaz: And then another one is not clear objectives of what is being asked.

Becky Foreman: Oh, OK. All of these are true. All of these factors make participation difficult. They can all hinder it. So we'll go ahead and move on. Jorge, we need to, of course, clear the screen. Got to clear that screen so that we don't keep on bringing these forward with us. I'll give Jorge a moment to do that. There you go. The first time I did this, I just kept-- the notes just kept on popping up and I panicked because I didn't know what I was supposed to do. But here we are.

I wanted to talk a little bit then about facilitation dynamics. These are just things that might be cleared-- Jorge, go ahead and unmute if you'd like and tell everybody how you did clear the screen.

Jorge: Yeah. Go ahead-- is there an echo? Go ahead and go to the screen where you annotated. And it's towards the right where it's just clear. There's a little trashcan icon. And then you go clear all drawings or clear my drawings or the clear the viewer drawings.

Becky Foreman: Thank you, Jorge. Yeah, I did see another thought that came up right now of deficit thinking, which I think that Emma talked about that. And that is definitely something that can impact participation.

So now talking about facilitation dynamics. Let's go on to the first part of that. Next screen.

OK, this is really essential. Facilitators focus on process more than content. And I know a lot of you are facilitators already so you know this well. But as a facilitator, you don't walk in with an outcome in mind, other than whatever the rational aim is. But you're not going to decide for them what their plan's going to look like, what it is that they're specifically going to do because that's up to them. It is the process that you want to be able to focus on, the methods that you're going to use to get them to that place. So you focus on process. You are not focusing on the content.

OK. Kristie, what was that note? Just hit Save and the screen did what?

Kristie: My computer now has a ping file of the last screen you were showing. So if you want to capture a slide like a screenshot, I just learned that and I was excited. I felt the need to share.

Becky Foreman: Thank you. Well, I was this many days old when I learned that from you. That is awesome. Thank you. OK, cool. All right, so the next slide.

Facilitators are flexible, which is an essential quality because you can't just panic when things don't go the way you think they're going to go. Just stick to the process, stick to the methods, but sometimes you have to reevaluate what you're going to do.

And just as a simple example, when Emma and I were first preparing these slides and talking about it, we had said with the slide that said, which role are you most often in? We were not thinking, oh, well, people aren't going to be on camera because we were going to say, oh, by a show of hands. So then of course, people aren't on camera. So that's when I said just respond in chat. It's the same outcome. But just have to be flexible, be able to adjust to whatever the situation is.

Last night I was facilitating for a group and half of my sticky wall fell down, but that was OK. I understood those things happen. People jumped up to help me and we just taped it back up again. So you have to not panic. Be flexible. Next screen.

Understanding group dynamics. I know this is something that's familiar to everyone, regardless of what role you're in. But especially as a facilitator, you really need to understand how different groups work and talk and plan together, and what are some of the things that can get in the way of that?

A lot of the things that you mentioned earlier about, do you have people in the group who are really shy? Do you have people in the group who are new? Who may not be familiar with whatever it is you're talking about and may feel a little bit hesitant about participating or people that overshare, over participate or people that might just be a little bit obstructive.

So you need to understand the dynamics of the group. You're still going to use your same methods and processes, but this will really help you as you are guiding the group through them. Next slide.

And this, again, this is really a key. Facilitators do not know the right answers, but they know the right questions and they trust in the wisdom of the group. So it's not about having the right answers. It's about asking the right questions and letting the group guide themselves to that answer as you guide them through the methods.

And so finally, facilitators get things done. I like to think of us as superheroes. We get things done. And we really do. We make sure that things don't drag on and on, that plans don't keep spinning and spinning. Everything is done purposefully and intentionally. And the methods allow us to make sure that things are going to get done.

And these are the methods that we're just going to briefly touch on today. I will spend a little more time talking about the first one, which is the focus conversation. But we're also going to touch on the consensus workshop, the action planning method, and then finally strategic planning, which is a combination of these methods. All of these methods can be used alone or they can be used in different combinations. And the strategic planning method uses all of them. So let's move on to the next slide.

This is the focused conversation. So the focused conversation is a method that allows the group to review, reflect, discuss any topic. And it doesn't have to be a controversial topic. It doesn't have to be something where they're all going to come to the same conclusion. But it's a way of allowing people to process things. It's a great method to use, following a report that they may have just had to absorb or read, a chance for them to reflect, get a deeper knowledge of it or a deeper understanding. And it's a way to share diverse perspectives as well.

So we're going to do a demonstration. It's going to be a little different since we are on Zoom. So it's not going to be exactly as it would if we were doing this in person. But we're still going to go through it so you get an idea of what this method is. So right now, we're going to share something together and have a focused conversation afterwards.

And what we're going to share is a TED Talk. It's called Every Kid Needs a Champion, and it's by the late Rita Pierson who was a teacher. So I think that she will be presenting perspectives that everybody can relate to in one way or another. So Jorge, if you want to go ahead and start the video for us.

[video playback]

- I have spent my entire life either at the school house, on the way to the school house, or talking about what happens in the school house. Both my parents were educators. My maternal grandparents were educators. And for the past 40 years, I've done the same thing.

And so needless to say, over those years, I've had a chance to look at education reform from a lot of perspectives. Some of those reforms have been good. Some of them have been not so good. And we know why kids drop out. We know why kids don't learn. It's either poverty, low attendance, negative peer influences. We know why.

But one of the things that we never discuss or we rarely discuss is the value and importance of human connection. Relationships. James Comer says that no significant learning can occur without a significant relationship. George Washington Carver says all learning is understanding relationships. Everyone in this room has been affected by a teacher or an adult.

For years, I have watched people teach, I have looked at the best and I've looked at some of the worst. A colleague said to me one time, they don't pay me to like the kids, they pay me to teach a lesson. The kid should learn it. I should teach it. They should learn it. Case closed. Well, I said to her, kids don't learn from people they don't like. She said, that's just a bunch of hooey. And I said to her, well, your year is going to be long and arduous, dear. Needless to say, it was.

Some people think that you can either have it in you to build a relationship or you don't. I think Stephen Covey had the right idea. He said, you ought to just throw in a few simple things, like seeking first to understand as opposed to being understood. Simple things like apologizing. You ever thought about that? Tell a kid you're sorry, they're in shock.

I taught a lesson once on ratios. I'm not real good with math, but I was working on it. And I got back and looked at that teacher addition. I taught the whole lesson wrong. So I came back to class the next day and I said, look guys, I need to apologize. I taught the whole lesson wrong. I'm so sorry. They said, that's OK, Miss Pierson. You were so excited. We just let you go.

I have had classes that were so low, so academically deficient that I cried. I wondered, how am I going to take this group in nine months from where they are to where they need to be? And it was difficult. It was awfully hard. How do I raise the self-esteem of a child and his academic achievement at the same time?

One year I came up with a bright idea. I told all my students, you were chosen to be in my class because I am the best teacher and you are the best students. They put us all together so we could show everybody else how to do it. One of the students said, really? I said, really. We have to show the other classes how to do it. So when we walk down the hall, people will notice us. So you can't make noise. You just have to strut.

And I gave them a saying to say, I am somebody. I was somebody when I came. I'll be a better somebody when I leave. I am powerful and I am strong. I deserve the education that I get here. I have things to do, people to impress, and places to go. And they said, yeah. You say it long enough, it starts to be a part of you.

And so I gave a quiz, 20 questions. Student missed 18. I put a plus 2 on his paper and a big Smiley face. He said Miss Pierson, is this an F? I said, yes. He said, then why did you put a Smiley face? I said, because you on a roll. You got two right. You didn't miss them all. I said, and when we review this, won't you do better? He said, yes, ma'am. I can do better. You see, minus 18 sucks all the life out of you. Plus 2 said, I ain't all bad.

For years, I watched my mother take the time at recess to review, going home visits in the afternoon, buy combs and brushes and peanut butter and crackers to put in a desk drawer for kids that needed to eat, and a washcloth and some soap for the kids who didn't smell so good. See, it's hard to teach kids who stink. And kids can be cruel.

And so she kept those things in her desk. And years later after she retired, I watched some of those same kids come through and say to her, you know Miss Walker, you made a difference in my life. You made it work for me. You made me feel like I was somebody when I knew at the bottom I wasn't. And I want you to just see what I've become. And when my mama died two years ago at 92, there was so many former students at her funeral, it brought tears to my eyes. Not because she was gone, but because she left a legacy of relationships that could never disappear.

Can we stand to have more relationships? Absolutely. Will you like all your children? Of course not. And you know your toughest kids are never absent. Never. You won't like them all. And the tough ones show up for a reason. It's the connection. It's the relationships. And while you won't like them all, the key is they can never ever know it. So teachers become great actors and great actresses. And we come to work when we don't feel like it and we listen to policy that doesn't make sense and we teach anyway. We teach anyway because that's what we do.

Teaching and learning should bring joy. How powerful would our world be if we had kids who were not afraid to take risk, who were not afraid to think, and who had a champion. Every child deserves a champion, an adult who will never give up on them, who understands the power of connection and insist that they become the best that they can possibly be. Is this job tough? You betcha. Oh God. You betcha. But it is not impossible. We can do this. We are educators. We're born to make a difference. Thank you so much.

[end playback]

OK. So before we go through what the method is, let's just stop screen sharing for a moment, Jorge, or for a few minutes. And we're going to have a conversation. So yeah, I've already seen in chat some great responses to this video. So I wanted to go through some discussion questions. And it is going to be a little different because we have so many people here in our group. I would like you to, if you feel comfortable, to unmute and answer. Please do that. And if you'd like, you can go ahead and drop your responses into the chat. And we will try to keep up with them and read them out.

But we're going to start-- I just want to start by asking just really simply, just what's one word or phrase that you remember hearing, just a word or phrase. Don't explain why. And I'll start. What I remember hearing is kids don't learn from people they don't like. Somebody else. What's a word or phrase that you remember hearing?

Emma Diaz: They come for the connection.

Becky Foreman: They come from for the connection. OK.

Emma Diaz: And some relationships.

Becky Foreman: OK, great. Yeah. Let's try to keep up with the chat. Education is about relationship. Yep. Tough ones are never absent. Yeah. OK.

Jorge: I'm the best teacher and you're the best students, and we were chosen to be together.

Becky Foreman: OK. All right.

Emma Diaz: They must never know. We show up anyway.

Speaker 1: Using plus.

Emma Diaz: It says you are someone.

Becky Foreman: Other words or phrases that come to mind.

Emma Diaz: We are educators and this is what we do.

Becky Foreman: OK, all right. Thank you. So what emotions did you see from Rita or from the audience? What were some emotions you saw?

Emma Diaz: Passion. Passion twice. Love.

Becky Foreman: Acknowledgment. Love. Love. Yeah.

Emma Diaz: Commitment.

Becky Foreman: Thank you. Preach. Hope. Caring.

Emma Diaz: Compassion. Realization.

Speaker 1: Willingness to admit an error.

Becky Foreman: Thank you.

Speaker 1: In her story.

Emma Diaz: Energy and appreciation. Warmth. Caring. It says profound joy, vulnerability, and connection.

Becky Foreman: OK. All right.

Emma Diaz: Authenticity.

Becky Foreman: A little bit of guilt maybe and connection. Heart. Yeah. All right. Well, I just want to go on and ask you, what emotions did you experience personally while you were watching this? And I see love, relationships, connections, and valuing, heart. So experienced personally love. Able to admit you may not like everyone. Joy. Grateful to be a teacher. Hope. Empathy. What else? Moved to tears.

And again, you're welcome to unmute and speak it if you'd like.

Emma Diaz: Goosebumps.

Becky Foreman: Goosebumps. Pride. Hope. Go ahead, Emma. I'm taking your job.

Emma Diaz: Inspired and sadness.

Becky Foreman: Thank you.

Emma Diaz: A sadness that I didn't have such a teacher. Thank you, Wendy. Would love to be that inspiring. Energized. I have things to do and places to go. I want to be in her class. Inspiration. Wish that teacher was-- wish that teacher-- wish that every teacher was like her. Sorry. As the screen moves, I have to move with it.

Becky Foreman: Plus one on what Michele said.

Emma Diaz: Yes, reminder that we can make a difference in people's lives.

Becky Foreman: OK. So what did she say or do that made you smile? Anything that she said or did that made you smile. Oh, and we also hope we all need a champion at any age and stage in life. Thank you. Reminded we can make a difference in people's lives. Yeah. So what did she say or do that made you smile during the video?

Emma Diaz: The plus two is better than a negative 18. Her passion and optimism. Authentic language in truth. It says share her mistake in teaching the lesson. Never say die attitude. The tough ones are never absent. Unwilling to give up on students. I love the way she reached her-- sorry, recreated her students interactions.

Becky Foreman: Yeah. Yeah. OK. Well, thank you for that. I'm going to ask you next, if you would like to share, what memories from your own life did this bring back? Anyone who would like to share. And also I wanted to make sure we didn't miss. In chat, we've got her body language projected joy, confidence, a sureness in herself, and playfulness. I love that. We can do this. We are educators. OK.

So anybody who has memories from your own life that this brought back that you are willing to share with us? And for this, you may want to just unmute and speak. Well, we also have one in the chat. Teachers who checked in, not just taught the lesson.

Speaker 2: She made me mentally review in my mind all of the good teachers that I had had.

Becky Foreman: Thank you.

Speaker 1: It made me think about-- so I'm in my late 60s and it was a time of-- or discipline and pull yourself up by your bootstraps was very much the message. So there was not having teachers who are willing to be that-- a human being, but remained authority is what it made me think of.

Becky Foreman: Thank you.

Emma Diaz: Again, in the chat, they have great teachers I had and still remember them 20 plus years later. She referenced that kids can be cruel and remembering times that that was true. How most of my teachers were like the ones she spoke of who had an arduous year.

Speaker 3: When she was talking about the funeral of her mother, I found myself thinking, I wonder if any students would come to mine?

Maryann: I want to share about the teacher that I had in high school, my math teacher, who I remember the most and made the most impact, yet I did not like him at all. When he was teaching me, he always expected me to have the top score like everybody else. And I didn't think I could do it. I was an A-minus student, a solid A minus student. And that was OK with me because I figured it's still an A. But he always wanted me to have the top score.

And he always taught me-- and I remember this to this day. And he would say to me, Maryann, you must learn how to compete. You must learn how to compete. How are you going to get into Harvard if you don't learn how to compete? And I remember one time being so frustrated because I finally got a score above 95 and yet I was in an-- we didn't have gifted classes. I was in an accelerated math class.

There were only two or three other females in the class because math classes were for boys. I mean, I went to school in the '70s, in the early '80s. And so I just remember being so frustrated because I got a score finally above a 95 and he still said, but everybody else got 100. And so you're still at the bottom even with a 95 basically. And again, how are you going to learn how to-- how are you going to get into Harvard if you don't learn how to compete? And I said, I don't even want to go to Harvard.

But I still remember that to this day. And everything that has carried me through life has been about working towards being better than what I think I can do. And he believed in me and that's why he was so hard on me. And it did impact my entire life so that I do still remember him about learning how to compete and being-- and he meant competing with myself and getting up in those scores where he believed that I could be and not at the bottom of the curve.

Becky Foreman: Oh, thank you for sharing that. And I know we have a few more in chat. I do want to make sure we capture those. Emma, are you tracking those?

Emma Diaz: Yes.

Becky Foreman: OK.

Emma Diaz: So back-- we left off, I think, with Martha. So Dan and Battista said, we can do this. We are all educators. Teachers who checked in. And then we went into--

Becky Foreman: I think we maybe have left off with Ryan, teachers who made me feel smart. Although, I now perceive that as possible unconscious bias.

Emma Diaz: A desire to have teachers like her at the schools I attended, from Veronica. And then from Darlene, I had a teacher that said, OK, when I said that I didn't study for the test because my dad was in the hospital. He told me that I still had to take the test. I said no and was very angry that he still wanted me to take the test and didn't give me a break about my dad being in the hospital. I eventually took the test. He taught me that life goes on and you must continue, and so I did.

And then Wendy, with reference to Maryann's story that she just shared, tough love and sexism rolled into one. And then Tishell, Dr. Arlene Piper, Mandy, one of my college professors started every class with a daily affirmation and ended every class reminding us that we were kings and queens and we were the guardians of our own destiny. And Diana, thanks, Maryann for sharing. And Crowley, the memory of being called on to participate, the feeling of being recognized.

Becky Foreman: Oh, thank you all for sharing those.

Emma Diaz: Thank you everyone.

Becky Foreman: So what do you think was the intended message? Anybody? What do you think was the intended message? Well, but before you tell me that, Tom has shared with remorse. I remember as an elementary aged kid scoring a quiz by dad-- oh, scoring quiz my dad brought home from the fourth grade class he taught. I remember writing a giant letter F on student papers. I was oblivious of how this could impact the kids. Thank you, Tom.

Yes. And Maryann is saying, yes. And the teacher who believed in me was male and I never got that from the female teachers. OK.

Let's just get a couple of responses. What do you think was the intended message? One or two responses to this. Intended message.

Emma Diaz: Wendy has, be human with your students and give them what you would like to be given.

Becky Foreman: Thank you. Thank you. OK.

Speaker 4: I can say something. I think it's what she wanted to communicate is the power that teachers have, and that it is something that's built into them. And I think that that's a universal trait. Like I studied in India and I can still-- I relate to some of my teachers and the message that she was communicating.

So it doesn't matter where in the world you're from. But most people who go into this profession want to make a difference and are genuine and will do anything to change lives, and it can change lives based on the example that she gave. Thank you.

Becky Foreman: Thank you very much. Thank you.

Emma Diaz: And in the chat, Diana said, you can make a difference. And then Kim said, absolutely. Also grace in this time. And then Justin, teachers teach because that's what we do, no matter what. Learn to inspire in all we do. Educators have the power to change the entire outlook in self-perception. At the end of the day, it's all about the relationship. My teaching motto, students don't care how much you know until they know how much you care.

And then meet students where they are. And then teachers each have their own style and authentic self to impact students be you and build relationships. And love the inspire comments. And the impact of your teachers stay with you for a lifetime.

Becky Foreman: Thank you. So again, just a couple of responses to this, what myths about teaching does this video dispel? Myths about teaching.

Emma Diaz: That it's the fault of the kids if they don't learn.

Becky Foreman: The question is what myths about teaching does this video dispel?

Emma Diaz: That teachers know everything.

Becky Foreman: Thank you. Yep. You have a yes to that. OK. All right. Some more responses.

Emma Diaz: That effective teachers are punitive. The only job of a teacher is to teach a lesson. That teaching is an easy job, summers off and short days. Teachers only teach the material. So much more than that.

Becky Foreman: Teaching is not an 8:00 to 3:00 PM job. OK. All right. Thank you all. So final question. And again, this is for anyone who would care to answer if you have a thought about it. What is something new or different that you'll do in your job or personal life as a result of this video and conversation? Something new or different that you'll do in your job or personal life with this video in mind.

Emma Diaz: Oh, Mary needs to get to class. Thank you so much.

Becky Foreman: Thank you. Yes. Thank you for being here.

Emma Diaz: Yes.

Becky Foreman: And goodbye. So anybody have a thought about something new or different that they would do in their job or personal life after watching this video and having this conversation?

[interposing voices]

Becky Foreman: Seek to understand.

Emma Diaz: Yes. We're going to end up-- we're going to end up finishing each other's sentences, Becky.

Becky Foreman: I know. You go ahead, Emma.

Emma Diaz: To listen more. Show more compassion. Remember the relationships. Respond, not react. Trust in the goodness of humanity.

Becky Foreman: Wonderful. Thank you all very much. So I think we're going to draw the curtain on the conversation so we can talk about what we just did. But I want to thank you first for being so open in responding and participating in this. I have seen this video now for several years. I've seen it many times. But every time I have a conversation with a group, I get new perspectives that I didn't have before. So I appreciate that. So with that, Jorge, we are going to go ahead and go back to the slides.

I do want to capture what Ryan wrote in chat. Remind educators and administrators of the tremendous impact they have on each and every one of our students. Thank you. Thank you all. So now I'm just going to go through an overview. That was the focused conversation. That's what we just did. That's what you just participated in.

So it works on a four-level structure. And we can go on to the next slide, Jorge. So at the very first level, this is how our brains work as we're thinking clearly and how we take in the world around us. And this is what is behind the method. So the first level of awareness is what we would call objective and that people taking in information with their senses. So it's what we see, what we hear, what we smell, et cetera, taking things in with our senses.

And we have our little-- in the next slide, we've got our little Doughboy, and that is data that's coming into us. And that's just normal human life. Data comes into us all the time. But then at the next level of awareness, we call that reflective. This is where the sensory information connects with our emotions, our previous experiences. It's where we might have a gut-- what we call a gut level reaction to it. So we've got the data. It's come into us. And now we've got some type of sensory-- we've got the sensory information, a reflective response to it. So that's where we're showing the internal processing of the data and reflecting on it.

So at the next level, we call this interpretive. So because we're humans, we can take that data that we got and our reaction to it and try to create some meaning from it. And in doing this, we consider other perspectives and our own reactions. And we consider options, we create meaning together when we're participating as a group. And that shows the Doughboy doing exactly that, or doughperson I should say.

And then finally, the fourth level. We call this decisional. We choose what actions we'll take or how we would change our perspective. So that's where we may be motivated to take action or we may not. Our decision may be that we're not doing anything different. That's still a decision. So we think on these four levels. So even though our conversations-- our brain works that way. Our conversations often don't. That's why in the focused conversation, we structure our questions in advance so that we can ask questions at each of these levels in turn, beginning with the objective level. So we can go on to the next slides.

So looking at the next slide, we had three questions that were at the objective level. And that was, what is one word or phrase you remember hearing? What other words or phrases come to mind? And what emotions did you see from Rita or the audience? So this is still asking for things that have come in to you through your senses. So next slide, Jorge.

That is your sensory data, what you see, hear, taste, touch, and smell. Then we get into your reaction and your emotion, your internal experience and perspective, which is our reflective level. That's, what emotions did you experience? What did she say or do that made you smile? And then what memories from your own life did this bring back? So the reflective level also includes memories. Memories are also something that responds to you on a more reflective, sometimes emotional, level.

And then the next level where we're discerning meaning, the interpretive level. What do you think was the intended message? And then what myths about teaching does this video dispel? So you've taken your objective data. You've gone through your response to it, your reflective response. Now you're drawing meaning from it. And we've got a lot of response to this.

A lot of people were able to do that, discern meaning from it and then articulate that. And about myths, what myths does it dispel? Again, asking you to do some analysis, some interpretation of myths. And let's see. Oh, and Wendy is making a comment here in chat. We'll go ahead and capture that. I see Bloom's taxonomy mirrored here. Interesting. Thank you, Wendy.

And then finally, the action or choice, the decisional level. The question that I asked there is, what something new or different you'll do in your job or personal life as a result of this video and conversation. So that was the decisional level. So again, we're just briefly doing an overview of this. We actually have a daylong training to train people-- what Emma and I do-- on how to develop and to facilitate a focused conversation.

And I do want to, again, state that this is different when we're doing it virtually and with a very large group. It's going to be a little trickier, a little different because we do want everybody to have a chance to be heard. And that's where Emma, reading the chat for me, is extremely helpful. But normally, in most situations, you would be probably doing this in-person, maybe with a smaller group, maybe a work team, maybe following a meeting or even with a family group if you're talking about what you're going to do for Thanksgiving. There are a lot of ways that you can use the focused conversation.

So moving on, I wanted to talk to you about how you develop a focused conversation. And again, this is not meant to train you on it right now, but to give you an overview of it. Although, we welcome you to take from this whatever is helpful to you.

The first thing you would do, of course, is determine your topic. Of course, you're not going to have a conversation about nothing. It's about something. Then decide on your rational and experiential aims. And that was something Emma was talking about earlier when she talked about how we first went into this strategic planning. Your rational aim is, what do you want the group to understand or know based on whatever it is you're talking about? And then the experiential aim is, what do you want them to experience? How do you want them to feel? What inner impact do you want the conversation to have?

Then you develop your questions, following the ORID. We call it an ORID. Following the ORID flow. Make sure that you're using open questions. So you don't have yes or no questions because, obviously, that's just going to lead to yes or no answers. And you always want to begin with simple questions and then build to more complex.

And the first question you ask, typically if you have a group that's a good size too do this. It's a small enough size, is you try to get everybody to answer the first question. It's a little too difficult in this virtual setting, but generally that's what you try to do. Always allow for diverse perspectives. So everybody doesn't have to like it. There might be people that don't. That's why you ask people for different reflective questions, different reactions to it.

Make sure you can answer the questions yourself. So once you've developed these questions, read them out to yourself and think, how would I answer that? And if you can't answer it, scratch it off. Redo it. Because if you can't answer it, the possibility is neither can the people in the group. And then look at the questions and say, is this going to achieve what I said I wanted to achieve, my rational aim and my experiential aim? Hopefully, it is. If not, go back and tweak it until it does.

And then you want an opening to introduce the topic and a closing. And the closing is usually really simple. In this case, I thanked you for participating and told you, with great honesty, that I do get different perspectives every time I see this video. That's how you develop it.

Let's talk really quickly now about how you facilitate a focused conversation. I'm trying to be mindful of our time because Emma's got even more exciting stuff to share with you. So just quickly, you want to have a warm, affirming but neutral presence. And that means you can nod, you can smile, you can say thank you, you can say mm-hmm. But you don't want to say good answer or huh, I don't get it, obviously.

You want to create a safe atmosphere with your opening, usually. And if possible, when you're with a group in-person, you want to sit with them. If you're standing in front of them, you're still perceived as being a teacher or a trainer. And in this case, you're just facilitating the conversation. So it's more comfortable for them if you're sitting. Make sure everyone can answer the first question. Make it really simple.

And after the first question, then allow anyone to answer. Be comfortable with silence. That wasn't a problem with this group at all because you were very participatory. But there are some groups where they take time to process and think. Allow them that time. Don't get nervous. Don't try to rush forward. Just allow them the time to answer and you will get some answers.

You should have a couple of extra questions in your back pocket just in case they're needed. If a question falls flat and it just isn't making sense, then bring up a different question. And you can restate the question. And I think that, yeah, somebody had asked to have a question restated, which is perfectly fine. If it seems like maybe people didn't quite hear it, go ahead and just restate it.

Don't contribute your own ideas as much as you may want to. I always want to. I always want to say, yes, that part really resonated with me. No. You're neutral. You're facilitating. It's their ideas. And avoid giving feedback. As I said earlier, if you say great idea to one person, you're going to have to say it to every single person or they're all going to think, well, didn't think my idea was so great. Just don't do it.

Say thank you. Smile. Nod. Go, mm-hmm. But don't say, good idea, great idea, or interesting. Just please don't do that. And in the closing, express your appreciation to the group for participating. So that, in very brief, is how you facilitate a focused conversation.

And on the next slide here, I'm just going to go through this. You don't need to annotate or make any notes on it. But these are some of the uses of a focused conversation. This is how it's generally used. It's going to help all group members to participate. You're going to elicit clear ideas and conclusions. You're going to broaden the group members' perspectives. It helps to ensure that you're going to have meaningful dialogue, not just, what did you think about that? But actually some meaningful dialogue.

And it can move any discussion to a productive end. Now that doesn't mean that you're going to move to an end where everybody has the same opinion. That's not important in this method. What's important is that everybody has a shared group of perspectives. Everyone has heard other's ideas and their ideas have been heard. And that's helped them to process this. So that is-- those are some uses for the focused conversation.

And again, being mindful of our time, I think what I'll do is wait till the end of our presentation for questions so we make sure we've got time to go through the rest of this just briefly. Is that OK with you, Emma? OK, all right.

So let's talk next about the consensus workshop. This is a method-- this is a wonderful method. Again, we have a full day training just on the consensus workshop. But it's a way you can work with a group to create consensus in a short period of time. It's an integrated, collective thinking process. And Emma's got some images we'll see in a moment. But when consensus is reached, all the participants feel that their ideas and insights and perspectives and wisdom have been honored.

So you use this to generate creativity in a short amount of time. This can generally take about an hour and a half. Two hours usually is the longest. It infuses the team with a sense of responsibility. You integrate rational and intuitive thinking and you build practical team consensus. So with this workshop, you are looking for consensus. You're usually asking a question. And by the end of it, you want the group to all come to consensus on how to answer that question.

Also, I wanted to mention here, before we look at the picture or before we go on to other workshops and then look at some images, Emma showed you earlier about all the cards that were up on the wall. This is a way that everybody's ideas can be heard even if they're quiet and they don't usually feel like they can speak up in a group. They can write their idea down and they see it up there on the wall and they really feel good about it. So it really helps to incorporate all different kinds of participants' dynamics.

So moving on to action planning. Oh, and here is the image that shows you that. Up on the wall, you can see all these cards that illustrates all the different ideas, diverse perspectives that all come together. OK, now we can move on to action planning.

Action planning is a wonderful process. It's probably the longest workshop that you would facilitate. Again, we have a whole one day planning or training on it. It can take up to three hours. And it's to plan a single-focus event or project that has a clear start date and a clear end date, not strategic planning where you're going to have a lot of different things that have to be planned for, a lot of different actions that are going to happen. But something where it's we're planning a wedding anniversary party. We are planning a kickoff to a campaign. Things like that.

So what it does, it helps you clarify and delineate tasks. You can align creative capabilities, interests, and resources. Decide necessary actions, roles and responsibilities. Build trust, support, consensus, and enthusiasm. And create a timeline for getting things done. So even though it may take up to three hours to do this with the group, what this then eliminates is constantly coming back and going over and over and over the same ground because it was really never clear who was going to do what and by when. All of that is determined before you leave the meeting. It's determined. It's put on a calendar, and it's clearly understood.

So moving on then, we've got an image here. And this is showing how we were going about planning for action.

Emma Diaz: And again, the sticky wall gets transformed. You'll see different images as we go through this, how it gets transformed for whatever it is you're doing in that moment. So here up on that left hand side, you see we have the focus question that Becky is talking about, is we specifically said, what do we want to see in place in three years as a result of our actions? So that was--

Becky Foreman: I need to apologize, just as Rita did when she taught the lesson wrong, this is actually an image of strategic planning, which is what we're going to talk about next. So this is exactly where it needs to be. I was jumping-- I was jumping back instead of ahead.

So with action planning, you really only have one thing you're planning for. But then as I said with strategic planning, you have multiple things that you're going to plan for. So with strategic planning-- and we can go ahead and move on to the next slide-- it's a structured process that uses variations of the methods I just talked about. It's cohesive, participatory, helps the group make choices related to the overall purpose.

It's comprehensive, pulling diverse information into the thinking process for an integrated whole system approach. It is intentional. Dialogue is creating clear intention that permits the development of alignment and consensus. And it's always future-oriented. It's results-oriented and full participation throughout the process creates that sense of ownership, leading to action that I talked about earlier. So this is what strategic planning, is pulling in the different core methods and bringing them all together so that people can reach consensus.

Strategic planning, that's a training that we also do. And I feel like I keep putting in floods for the training, but I think if you're interested in it, Emma is a wonderful co-trainer with me because she knows this so well having been through it. That's not a one-day process. Strategic planning would take a couple of days, depending on how you're doing it. It's usually 12 hours to 16 hours. So you go through many components in doing this.

And I am going to turn this back over to Emma because she's got some more slides to show you that I think will be familiar to you. So go ahead.

Emma Diaz: So thank you, Becky. And so now I know many of you are wondering these techniques, they sound great. Now how do we actually use them? And I'll talk a little bit about how we actually use it. We've used it for our annual plan. We use it for our executive committee meetings. We use it for our three-year planning right now. We've used it for any kind-- one time we did a marketing workgroup to talk about regionally how to do this. Thank you, Veronica. 15 minutes. So I will be quick.

Is we've embedded these within the planning, within the guidance that's given to us by the CAEP office. We actually embed these techniques into it. So I'm going to talk right here how to incorporate the facilitation into either your annual plan or your three-year. And it goes back to a Becky said at the beginning, it's asking the right questions. But I want to be able to give you an actual example.

So back when we had the AB86 phase of creating the regional plan, this slide right here outlines exactly those questions that we asked. We had a transition workgroup. Yesterday, I presented with my counselors and I tell them, they're the vision we had seven years ago. They came on board three years ago. It took us a while. But these were the questions that we asked and each one of these became a focused conversation. Each one of these we embedded the techniques that we needed to get our answers.

So in our very first meeting, we said, what barriers stand in the way of providing effective transition services throughout our region? So that is the question we had up on the board. And so Becky did a focused conversation that then led to an actual consensus of what the group thought is what the barriers were. So first we identified the barriers.

In a second meeting, again, and this was convened with counselors from community college, counselors from K-12, administrators, deans, teachers, faculty. We invited everyone that was interested in talking about transition into the room. And we must have had a group of about 15 people, 15 to 20 people I think on average.

In our second meeting, we asked the question, what do we want to see in place in five years as a result of our actions? We started with a vision of five years because at the time, we didn't know we were going to do three-year planning. So Becky's idea was, let's look at five years in the future because it's going to take us a while to get these things in place. So that was a second meeting. Again, we only focused on that one question for those two to three hours.

We came back and our third meeting was what practical actions can we take to deal with the contradictions and move towards our vision? And so again, that in itself, we only focused on that one topic that Becky facilitated.

And then the last meeting was what will our specific measurable accomplishments be over the first 12 months? We wanted to have an action plan, a strategic plan. So through each one of these meetings, I'm going to show you now what the documentation looks like because then that documentation actually went into our AB86 plan.

So you could see here, those little bullets in white, in the white section, those are all those little note cards that everybody put up on that sticky wall. So everybody's thoughts get heard. Even if they're duplicated, it still goes up. The blue section is the consensus of what the group came up with.

Way on the bottom I put in response to the question. Because if you read the question and then read each one of those blue boxes, it answers the question. And I think that's the most frustrating thing when you're in a group setting or trying to create some kind of a plan, is that you walk away still not knowing what you're going to do. So this actually was the consensus of the group. We got full buy-in. As you could see, this goes back to August of 2014 when we started the dialogue on AB86. So again, this table actually went into our AB86 plan, regional plan that we submitted to the state. Next one, Jorge.

So this was the second meeting we had. What is our vision for the next five years? And again, each one of these white sections was all of those note cards. Everybody's ideas go in there. That blue section is exactly the consensus of the group on what our vision was for the next five years. And we'll go to the next one, Jorge.

Then this became part of the strategic direction we wanted to move in. Becky facilitated this. Again, we put up these tape lines up on the sticky wall to give it that feel of the strategic plan of what direction we're moving in. Again, we only focused on that one question, what practical actions can we take to deal with the contradictions and move forward in our vision? And so each one of these then gets narrowed and narrowed and refined.

So this is how we started. Again, Becky facilitated that. No. Yeah, go ahead, Jorge. Next one is how we started. And each one is a refinement of what needs to happen. We talked about our current reality. We talk about our 12-month accomplishment. And then the success indicators. How do we know we're actually moving that needle and getting closer to our actual vision? And so each one of these was an area that we outlined for each one of the-- just for this one, like I said, transitions hub or work group. We'll go to the next one, Jorge.

And again, there's a refinement that happens. This one here was we actually drew out the four quadrants for each quarter and said, what does this look like? What happens in each one of these? So after we left the meeting, we had an actual road map, as I call it. A roadmap to getting to that vision. And to be honest, I still use it today in terms of every time-- we know there's a lot of turnover within the consortium; new school directors, new principals, administrators. I use this as an onboarding tool.

So what I do is I invite individuals in to be a part of what we've already done as a region. So they become a part of it because I know too many times we're already working on something and somebody's new ideas come in. And then they try to say, oh no, we shouldn't do it that way. We should do it this way. And it's like, but the group already decided to do it this way. So I invite them to become a part of what we're already doing. And that has seemed to work because we've been able to move forward with these action plans that we set forth seven years ago. We'll got to the next one, Jorge.

And so again, it gets refined and refined so that when you walk away, you know exactly, like Becky said, the steps that we need to take, by when we're going to do it, who are those individuals involved. And if there's money involved, what is the budget for that? And that's for each one of our different areas of focus. And we'll go to the next one, Jorge.

Becky Foreman: And Emma, I think at this point-- I know we were going to do a closing word, but I'd rather ask for questions I think.

Emma Diaz: Yes.

Becky Foreman: Because I was going to do a closing word. I would be asking you questions at four levels. But rather than that, I'd rather answer questions from you. We have about a few minutes.

Emma Diaz: We have eight minutes. Veronica already sent me a 10-minute warning. So we have eight minutes. I want to open it up to everyone.

Becky Foreman: Yes.

Emma Diaz: And you could either raise your hand or you could unmute, like Becky said, and go ahead and ask your questions.

Helene Olinger: Emma.

Emma Diaz: Yes.

Helene Olinger: This is Helene Olinger from Mendocino lake consortium. I was wondering just with the size. I know you guys are big, Los Angeles, San Bernardino area. So you said 15 to 20 people. Are those your like the strategic planning work group just within the consortium? And did you include community partners in that group as well?

Emma Diaz: Yes. So each one of those hub-- we call them hub groups. There were seven different groups. This was at the beginning when we did the AB86 phase. And so that one specifically was on transition, most of the pictures I showed you. There was a group for ESL. There was a group for basic skills and so forth. Back then, we broke them up that way.

What we do now, though-- and yes, we did have some community partners in there. We had workforce development board individuals. We had people from the county services. I think foster youth. We had some different individuals in the mix all talking about transition. But I think as the years have progressed, when we do have these meetings as well, we do invite each one of the--

And I guess I'm going to say because of the way the funding is structured now, we have a fiscal agency. The way we focus our work groups now is by district, where before we did it by program area. So we've changed that a little. And when we do our big planning meetings, we've done different sizes. Becky has facilitated small groups of 10 people. And we've done larger groups of up to 30 or 40 people. It just really depends on what we're doing.

When we've hosted like our annual plan meeting, we do bring in all the districts, some community partners. We do have about 50 people in the room. And at that point, Becky will facilitate based on what we're trying to accomplish that day. I don't know if that answers your question.

Helene Olinger: Yes, thank you, Emma.

Emma Diaz: OK.

Becky Foreman: Thank you. So I know that we had talked about earlier about the PowerPoint being available. So that's something we're working on, right?

Emma Diaz: Yeah. We're going to work on that. I know we have to follow some compliance the CAEP office wants us to do. So that's why we couldn't post it. So we will go ahead and send-- what I'll do is before we leave today, I'll copy the chat because I have everybody's emails on there. And once Becky and I refine the actual presentation, then I will send it out to you.

Becky Foreman: So Annabelle, if you haven't already, if you'd make sure to drop your email into the chat so we've got yours as well. And then Michele has asked, have you outlined the questions and sessions you anticipate for the three-year plan, aligning with the current template? Would love to see what you are planning.

Emma Diaz: We actually have that meeting next week. So I don't yet, Michele. It's still in the early parts. Preparing for this summit I think right now was our priority. And I do have a meeting set up with Becky for next week to have that discussion. I just sent her the template, center the guidance so that we could start outlining how we will be doing our meetings. Our very first one right now is scheduled for December the 2nd, I believe.

Told everybody I said to save the date, but we don't have an agenda yet and we don't have the actual outline, other than we're going to follow the template in the sense of the different sections. We want to make sure that we're answering each section of the template before April. That is our goal. So then our executive body can review it and then go ahead and send that out to review before they actually vote on it and it goes into NOVA by June. We're still in our own planning phase right now.

Becky Foreman: Any other questions?

Emma Diaz: Someone sent to me. Crowley says, excellent presentation. Are the voting members for the public meetings participating in these? In the past, they have. They come. We have an agenda, is the meeting and they come to the big annual plan meeting where we discuss this. They have their own meetings every month. At the end of the month, they have their own executive committee meetings because we do have a different tiers. Talk about a hierarchy that Becky talked about.

We do have a hierarchy where we have an executive body, steering committee, and then work groups. So, yes, they're all invited. And it is a fully open to the public meeting. In the past, we've done it in-person. Then last year, we did our annual plan virtually. So this year, I think we're still figuring out what to do for the spring, knowing that some of us are already coming back to campuses. We're in that process of our own discussion about that.

Maryann: Emma, I have a question.

Emma Diaz: Yes.

Maryann: Since you are part of the CAEP planning, the CAEP process, everything about CAEP, and it looks like you're also doing the facilitation, so how do you keep your roles separate or try to bring in the objectivity of being a facilitator since you're a part of it. You're going to be impacted by the planning.

Emma Diaz: So technically, that's why I hire Becky. She is an outside facilitator and not employed by me or the consortium. We hire her as an independent contractor. So I don't facilitate my own meetings. And that's a great point, Maryann. Ideally, if you have some skin in the game, it's hard. So I've always had Becky to be able to be there and be that independent person between myself.

I'm not even-- I'm not a voting member of my consortium. It's our executive level that are the voting members. So I try to stay as impartial as I can by-- my job is to bring the information to the group and then Becky walks them through the process and they make the decisions. Three minutes left. Thank you. Two minutes left.

Becky Foreman: That was also a good point, Emma, that you brought up, is that it's really hard. You can't really facilitate a group that you're being-- that you are a part of. It's why it's important to bring in a neutral facilitator so that there is no perception of bias from the participants.

Emma Diaz: Neil has a couple of comments. He just says, I hope this three-year go round aligns with whatever existing planning you have gone through. I think it does, Neil. I think I'm very thankful that we have the templates and the guidance such ahead of time. I know in the past, sometimes we run closer to the date when it's due.

So this allows for a better dialogue. And I think to build on what we've already done, we have enough data to look back for the last seven years and say, what has and hasn't worked? And where do we want to go in setting that vision? So I think we are. I think you're definitely right, Neil. It will align more and we could definitely build on it.

And then Neil also says, I know the CAEP targets will force members to forecast out in the future, but we need it to jumpstart this process. So thank you. That's maybe why the templates have gone out so early to give us that time. And then Wendy says, we're coordinating our planning with CIP and CCSF.

Wendy Miller: I was going to say, for the non-community college people, that's the student equity and achievement program, which is another part of categorical money. Excuse me.

Emma Diaz: Thank you, Wendy. And yeah, that's why-- I'll say, Becky, that's why facilitation is so important because you do have so many different players in the room.

Becky Foreman: Yes. And I know that our time is coming to an end. So I just wanted to thank all the nice-- thank you for all the nice comments in the chat too. It makes us happy. It makes us feel good. We're glad that you were here. And I appreciate Emma inviting me to co-present with her. And Emma, did you have any little closing remark?

Emma Diaz: No, just thank you everybody for being here. I love facilitation. I think it really helps us to get things done. And Neil, thank you for joining us and getting up early. He said it was a great workshop. So thank you, Neil. And I just want to thank each one of you. And I will copy the chat and send out that PowerPoint once Becky and I refine it.

Becky Foreman: Yeah, thank you all.

Veronica: And take a moment to complete the evaluation and let Emma and Becky know what you thought about this presentation, and if there are other needs that you have. I posted the link in the chat. So just take a couple of minutes to complete that.

Emma Diaz: Thank you, Veronica.

Veronica: You're welcome. The next set of sessions will start at 10:30. So we'll see you all soon. Thank you.

Emma Diaz: I wanted to make sure I saved the chat. So I did.

Veronica: That's why I kept it open. I knew--

Emma Diaz: Yes. It was a big one. Thank you, Veronica.

Veronica: You're welcome. Have a great day, everyone.

Emma Diaz: Thank you, everyone.

Becky Foreman: Thank you very much.

Jorge: Good day, everyone. Thank you.

Becky Foreman: Thank you, Jorge.