HERMITAGE

The hermitage2010 STRATEGIC PLANNING

FACILITATOR:Martin Marty Black

May 20 2010

CREATIVITY

HISTORY

ECOLOGY

COMMUNITY

1

AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT3GROUP EXERCISEThink outside box4The importance of clarity for understanding and consistencyImagine: an urban city setting at dark with a purple sky a series of high rise and mid rise buildings with white lit windowsand some flashes of light flowing in the foreground78Strategic Planning ApproachSWOTStrengthsWeaknessesOpportunitiesThreatsSOARStrengthsOpportunitiesAspirationsResults

(strengths, opportunities, aspirations, results)9THE HERMITAGEDISCOVERYCONFIRM VALUES, VISION AND MISSIONINQUIRYDREAMDEVELOP LONG-TERM OBJECTIVES AND ALTERNATIVESIMAGINEDESIGNDEVELOP SHORT-TERM OBJECTIVES AND PROGRAMSINNOVATEDESTINYIMPLEMENTATION, MONITORING, ADJUSTMENT & IMPROVEMENTINSPIREAdapted by Martin Black from: Strategic Inquiry Appreciative Intent: Inspiration to SOAR A New Framework for Strategic PlanningBy Stavros, Cooperrider & Kelley11DiscoveryWhat defines us?AppreciatingDreamWhat might be?Envisioning ResultsDesignWhat should be--the ideal?

DestinyHow to learn,and adjust/improvise?Sustaining

THE HERMITAGEAdapted by Martin Black from: Strategic Inquiry Appreciative Intent: Inspiration to SOAR A New Framework for Strategic PlanningBy Stavros, Cooperrider & Kelley11ENVIRONMENTAL SCANAdapted by Martin Black from: Strategic Inquiry Appreciative Intent: Inspiration to SOAR A New Framework for Strategic PlanningBy Stavros, Cooperrider & Kelley12AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT13ValuesHave we done our work in a way that adheres to the shared values that are understood by all? And if not, how might we change our work to ensure we are indeed walking our talk?

There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle. - Albert Einstein

1. VALUESHOW WILL WE TREAT EACH OTHER, OUR CONSTITUENTS AND EVERYONE WHO COMES INTO CONTACT WITH THE HERMITAGE?

WHAT THREE FOUR QUALITIES DO YOU WANT TO COME TO MIND WHEN SOMEONE SAYS: THE HERMITAGE?1. VALUESAccessibleCreativeDiverseInnovativeInspiringSpiritualBoldTraditionalFlexibleEnvironmentalEntertainingThoughtfulWiseNurturingIndependentCollaborativeFocusedEthical

GROUP EXERCISECreate master list of values that are important to the Board

Refer to questionnaire18Establish four to six core values from which the organization would like to operate.

Consider values of customers, stakeholders, employees and the community.WHAT VALUES ARE YOU MUST PROUD OF IN YOURSELF?WHAT VALUES ARE YOU MUST PROUD OF IN THE BOARD?WHAT VALUES ARE YOU MUST PROUD OF IN THE ORGANIZATION?

GROUP EXERCISERank top three values each Board member votes with dots

Red highest

Yellow second most important

Blue third most important20The task of leadership is to create an alignment of strengths - Peter Drucker

Observations and experiences

When do people feel most passionate and connected with/at the Hermitage?

B. The Hermitages Signature Strengths:

Presuming change in the future, what are those best qualities distinctive capacities, signature strengths, assets, etc --that you would want to keep or build upon, even as the organization moves into a new and changing future? 22Describe times/events that are memorable that set the tone for why you participate and support the hermitage as a Board member

Use my personal example: working with scouting, a young boy who when he joined boy scouts had a rare form of acute mutism and did not speak more than one or two words to family members at a time and none at school or with friends. Worked with him over three years and knew that scouting and I had made a difference when he sat at his review board for Eagle Scout and explained in complete sentences through tears why scouting was important to him and what it meant for his future and desire to go to college.GROUP EXERCISEBreak into small groups of two or three to create record three examples and then present to the groupOr just go around the room and ask for an example form each memberThink about what aspects you would like to see replicated by other activities of the Hermitage23

Re- and De-Hydrate yourself24AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT25Certain things catch your eye,But pursue only thosethat capture your heart. - Native American saying

VisionARY - who sees what is possibleMissionARY - who carries out that work

Our vision is a community where ________________________________.

or

Our vision is a community that __________________________________.

2. VISION AND MISSIONGROUP EXERCISEWhole group list of terms to include in statement of vision28Vision"Art is the Queen of all sciences communicating knowledge to all the generations of the world." - Leonardo da VinciVisionVision Have we done our work in a way that will move our vision forward? Have we focused entirely on our mission, at the exclusion of our vision? How might we change our work to aim at that vision?

GROUP EXERCISEMission ask each member to write on one of the note cards the mission of the hermitage or key words31mission"To nurture creativity,

preserve a Florida historic site,

protect native ecology,

and serve our Gulf Coast Communities." 32Creativity

The Hermitage Artist Retreat nurtures creativity in mid-career writers, painters, poets, playwrights, composers, translators, sculptors, and artists working in digital media. With a gift of time and inspiring space, as well as an accommodating and supportive staff and community, creative people are invited here to work. Supporting gifted people in their work is our work.

33History

A pre-historic Callusa Indian midden lies in the center of the Hermitage campus while one of the regions earliest buildings, the Hermitage House (1907) serves as both living quarters, and common areas for Hermitage Fellows. Other buildings on the campus date back to the 1940s. Its this rustic, old Florida ambiance and our meticulous restoration of it, which provides the foundation for the inspiring atmosphere of the Hermitage.

34Ecology The Hermitage encompasses some of Floridas finest environmental treasures, including a beach stretching for miles in both directions and one of the finest examples of sea turtle nesting habitat. While our beautifully restored buildings are incredible, nothing beats sunsets over the Gulf of Mexico for a spiritual experience -- a communion with nature that leaves you forever changed.

35Community

Community is important to us, which is why it plays such a key role in our mission. First we attend to the internal community -- how our artists interact with the other Hermitage artists and staff. While we create in solitude, we live together in community and celebrate the opportunity to connect with our fellow artists. Next we attend to our external community. All Hermitage artists are asked to perform two services to the external community which may include lectures, exhibitions, concerts, readings, school and senior center visits, or any other kind of public interaction that lets them share their work and themselves with our Southwest Florida community.

36MissionHave we done our work in a way that monitors to ensure we really are accomplishing our mission?

And if not, how might we change our work to ensure we are indeed accomplishing that work?

GROUP EXERCISEUse flip charts to record items in right hand column that represent accomplishments over the past year (or more) by each of the four components of the existing mission statement38

Lunch timetake some friends to a comfortable place.

AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT4041What possibilities exist that we have not yet considered?Whats the smallest change that could make the biggest impact?What solutions have we dared not try?41What possibilities exist that we have not yet considered?

42GROUP EXERCISEGenerate ideas for activities to compliment the mission/new or old things to keep doing43Whats the smallest change that could make the biggest impact?

GROUP EXERCISEGenerate ideas for activities to compliment the mission/new or old things to keep doing

45What solutions have we dared not try?

GROUP EXERCISEGenerate ideas for activities to compliment the mission that may be a stretch financially or as a result of staff size or facility size what would you dream to do if there were no boundaries?

471- 5 years

10 yrs - Legacy3. PROGRAMMINGVALUES

Share patternsSTRENGTHSFUTURE: 201949AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT50Concept Description

Role in the organizations future

Does it match the values of the Hermitage?4. PEACE PRIZE

Re- and De-Hydrate yourself52AGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT53SUSTAINED SUCCESSLevel of Engagement & Inspired ActionTimeLarge Group Summit Action GroupsCollaborative Community ActivitiesWhat existing resources are threatened?What new resources could you tap?Who will lead those efforts?

5. RESOURCE IMPLEMENTATIONGROUP EXERCISEDefine list of new programsActivitiesFacilitiesFunding/development sources for each

Prioritize top three/four by boardUse flip chart to create lists56 GOVERNANCEPROGRAMSCOMMUNITIESFINANCEADMINISTRATIONHERMITAGE57The Board of Trustees

Emeritus Board

Honorary Board

National Artist Advisory Committee

National Artist Advisory Committee (Emeritus)

Staff

Community Partners

Subject Matter PartnersAGENDA2. VALUES3. VISION AND MISSION4. PROGRAMMING5. PEACE PRIZE6. RESOURCE IMPLEMENTATION1. INTRODUCTION & OVERVIEW7. WRAP UP AND COMMITMENT59HERMITAGECREATIVITYECOLOGYHISTORYCOMMUNITY60NEXT STEPS: PREPARE SUMMARY FOR BOARD. WORK DETAILS OF IMPLEMENTATION PLAN BOTH SHORT TERM AND LONG TERM, MONITOR.

Did it turn out as you expected?"Die Welt Steht Kopf House on the Baltic Sea Island of Usedom, Trassenheide, GermanyTHANK YOU!