At a strategic planning session with all staff at the Housing Trust of Silicon Valley, we used this activity to affirm important values for the company.
Historically a “coat of arms” was a symbol of what a family stood for or values, and they used pictures to depict these ideals, achievements, or qualities.
Staff worked in small teams to create their emblems using images and words considering their recent achievements, company values, and future direction. In the end, they listed repeated themes onto their final coat of arms.
For two decades, we’ve been creating creative and practical coursework for groups such as NeighborWorks America, Indianapolis Neighborhood Housing Partnership, and National Community Reinvestment Coalition that equips helping professionals with the core knowledge and skills to guide their clients in reaching their financial goals.
The process begins with team input to develop a lesson plan that supports the overaching course objective. Trainings include a significant amount of experiential learning and practical application to transfer knowledge, build skills, and change behavior through a combination of self-work, case studies, real-play (coaching), group discussions, and tool test-drives.
STRATEGIC PLANNING | In the Movies
In the Movies is a signature strategic planning activity of ours that we’ve used with groups such as Housing Trust Silicon Valley, Rocket Science, and Neuromonitoring Associates.
Groups are divided to work in small teams on vision boards for a future that is so successful that their program is featured in a documentary film or on a magazine cover. Themes that emerge from the small group work is consolidated into a collective and cohesive vision to guide the program’s future.
TRAINING THAT BLENDS BEHAVIOR CHANGE + KNOWLEDGE TRANSER
Over the past eight years, we’ve been honing our craft to design and deliver trainings that help people change their financial behaviors. We take a coaching approach and include a significant amount of self-reflection and action planning. In the training, participants actively work on their own change processes related to their finances and programs.
We excel at process facilitation that has led to major national initiatives, citywide collaborative, and new programs. We use a variety of techniques to build consensus, imagine a collective future, articulate shared values, or make challenging decisions. We make frequent use of the wheel for assessment purposes.
TECHNICAL ASSISTANCE + PROGRAM DESIGN
We have developed, overseen, expanded, and implemented programs that facilitate financial well-being for EARN, Tax Aid, MEDA, HomeownershipSF, and others.
When providing technical assistance, we take a coaching approach. We find out their goals, see where they are, and collaboratively work on a plan to bridge the gap between where they and where they want to be.