Formation in Mission and Catholic Identity

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    Kathy BrownSenior Director, Mission and MinistryCatholic Charities USA

    Brian YanofchickSenior Vice President, MissionKentuckyOne Health

    A Shared Framework for Leadership

    Leadership Formation for Catholic

    Health and Social Ministries

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    Why Talk About Leadership Formation?

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    Preponderance of lay leadership

    Prepared as leaders of organizations

    Prepared as leaders of a ministry

    Increasing diversity of staff

    Racial, ethnic, religious diversity

    Disappearance of the Catholic ghetto

    Increasing diversity of populations served

    Changing expectations from civil authorities as well ascommunities

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    Resulting Challenges

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    Assuring that our organizations maintain the integrity ofmission, values and action

    Leadership with ministry as well as business competencies

    Staff that act out of respect for Catholic tradition even if theyare not a part of it

    Responding to new community needs within the framework

    of the Catholic moral tradition

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    Relating Leadership Development and

    Formation

    Leadership Development

    Knowledge

    Skills

    Behaviors

    External environment

    Leadership Formation

    Internal dispositions

    Values

    Motivation

    Mission

    Spiritual dimension

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    Your Perspective

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    What constitutes mission in your work setting?

    What does it take to support mission as you understand it?

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    Ten Ways Catholic Charities are

    Catholic

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    Rooted in the Scriptures An integral part of the

    Catholic Church

    Promotes the sanctity of

    human life and the dignityof the human person

    Authorized to exercisetheir ministry by the

    diocesan bishop Respects the religious

    beliefs of those we serve

    Recognizes physical,mental and spiritual needs

    Special relationship to theCatholic diocese and

    parishes Works in active partnership

    with religiously sponsoredcharities

    Supports an activepublic/private partnership

    Advocates for those in need

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    Your Perspective

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    Does this list represent Catholic Identity or Mission?

    What is the relationship of the two?

    Which is the greater focus for formation?

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    The Formation Experience in

    Catholic Health Care

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    Painting the Big Picture

    CHAs Ministry Leadership Development

    Committee identifies need to recognize progress and

    promote leading practice

    Surveyed 18 health systems representing 65% of the

    ministry

    Program directors

    25 alumni of formation programs

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    Focus of the Project

    Executive formation programs

    Gather insight about what is working

    Share learning and encourage development

    Address other formation needs through subsequent

    efforts

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    Systems Surveyed

    Ascension Health

    Bon Secours

    Catholic Health East

    Catholic Health Initiatives

    Catholic Healthcare Partners

    Christus

    Catholic Health West

    Covenant Health Peace Health

    Provena Health System

    Providence Health and Services

    Resurrection Health System

    Sisters of Charity of Leavenworth

    Sisters of Mercy Health System

    St. Joseph of Orange Health System

    Trinity Health

    Via Christi Health System

    Wheaton Franciscan Health System

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    Goals for the Project

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    Reflect what is best about current efforts

    Encourage consensus regarding goals, structure,

    content and process of formation

    Nurture the development of more formation efforts

    Encourage movement toward critical mass

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    The Current Environment

    Well-formed leaders are needed because: Health care is changing at an accelerating pace

    Social inequities are becoming more apparent

    Religious and ethnic pluralism are realities Dialogue with the larger Church is increasingly important

    and challenging

    Desire to retain the legacy and charism of religious

    founders

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    The Need

    Leaders who. . . Are conversant in the languages of business andministry

    Who understand how what they do represents the church, even if they

    themselves are not Catholic

    Demand a similar competency within their areas of responsibility Know how to integrate mission/ministry interests into normal operational

    issues

    Evaluate performance based on mission interests as well as business interests

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    The Grounding for the Framework

    Vatican II vision of the role of laity

    USCCBs Our Hearts Were Burning Within Us

    Benedict XVI Caritas in Veritate: formation of theheart

    CHAs Vision 2020 Statement

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    Description of Formation

    Personal and communal

    Rooted in lived experience

    Integrates Catholic tradition

    Transformational for individuals, organizations,communities

    Sustains the ministry

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    Integrating Formation andDevelopment

    LeadershipFormation

    LeadershipDevelopment

    OrganizationalCulture

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    Key Principles

    Rooted in the Catholic tradition Scripture

    Theology

    Spirituality Reflects founding charisms/legacies

    Inclusive of individuals from other-than-Catholic

    traditions

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    Outcomes

    Engages the lived experience of women and men in

    their ongoing growth as leaders

    Integrates, articulates and implements the rich

    tradition of Catholic health care

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    Outcomes

    Transforms those being served as well as individuals,organizations, communities

    Sustains Catholic health ministry in the present and

    for the future

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    Core Content

    Heritage and Tradition

    Mission and Values

    Vocation

    Spirituality

    Catholic Social Teaching

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    Core Content

    Organizational and Clinical Ethics

    Leadership Style

    Holistic Health Care

    Diversity

    Church Relations

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    Approaches

    Method Retreat

    Cohort

    Team Pilgrimage or immersion programs

    Mentoring

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    Approaches

    Useful Practices Mandatory participation

    Adult learning principles

    Capstone/inter-session projects Collaboration with theological schools

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    Approaches

    Useful practices Diversity of formation teams

    Integration of personal and communal prayer

    Narrative Connection to work responsibilities

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    Measures of Effectiveness

    Organizational impact

    Personal impact

    Community Impact

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    Sustainability

    Sponsorship and Board support

    Organizational commitment to formation

    Adequate funding to address needs

    Ongoing elements beyond formal programs

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    Work Yet To Be Done

    Drive formation deeper into our organizations

    Identify effective assessment frameworks

    Qualitative, Quantitative

    Metrics for institutional commitment Metrics for institutional impact

    Inter-system collaboration

    Consensus on leadership competencies that support formation

    outcomes

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    Work Yet To Be Done

    Promote the practice of hiring for mission fit

    Appropriate funding

    Creative use of electronic media

    Opportunities for engagement with dioceses

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    Questions

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    Your Perspective

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    What is the shape of formation in your current worksettings?

    What shape should it take in the future?

    How could Catholic Charities USA support you in your

    efforts?