EVENT RECORD

Participant List
Module 1 Event Introduction
Module 2a Individual Panel Instructions Module 2 Individual Panel Gallery
Module 2b Share Panel Instructions

Module 2c Synthesis Instructions
Module 2c Subgroup Reports
Module 2c Subgroup Image Gallery
Module 2c Group Discussion
Module 3 Fish Bowl
Module 4 Criteria Development
Module 4a Criteria Discussion
Module 5a Organization Development
Module 5b Project Selection
Module 6 Final Discussion

IMAGE GALLERIES
Module 2a Individual Panel Gallery
Module 2b Synthesis Gallery
Module 3 through 6 Wallcopy Gallery
Participant Image Gallery

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complete record
 
 
ALL DAY STRATEGIC PLANNING RETREAT, AUGUST 14, 2008
Thirty two not-for-profit organizations, nine local municipalities, the County of San Diego, and United Way were invited to work together in strengthening our response to community needs. 

The goal of the event:
To develop an omni-sector (all sectors) regional infrastructure for identifying and more effectively responding to emerging human needs. The goal of the day was to bring focus and intent to the mission of the Alliance in the form of a Strategic Plan. Specific outcomes sought are:

  • Acknowledgment and embracing of common values.
  • Igniting a passion for filling gaps in the continuum of care.
  • Building consensus and getting alignment of all participants
  • Fostering city and county partnership and ownership
  • Identifying, sorting & prioritizing key needs
  • establishing action plans to address the selected needs

The retreat activities engaged participants in a process that allowed for:

  • creative expression and insights from each participant and
  • group interaction to synthesize the best from all perspectives. The morning process focused on individual and group vision. The afternoon process focused on group assessment of community needs and concomitant organization development requirements to meet those needs.
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A BRIEF HISTORY OF THE ALLIANCE
In April of 2007, Suzanne Pohlman, Executive Director of Interfaith Community Services, convened a group of non-profit executives to explore the idea of reviving the North County Executive Director's Council that had been active a decade earlier but had since disbanded. She pointed out that in the absence of such a group, the non-profit sector had lacked a cohesive voice and had been less effective in contributing to community solutions. It was proposed by the group that it call itself the Alliance for Regional Solutions with the mission "to work collaboratively advocating changes to ensure emerging human needs are justly met." On May 8, 2007, representatives of 16 North County non-profits gathered at Green Oaks Ranch and established the Alliance for Regional Solutions (ARS). Learn more

PARTICIPANTS
Name/ Office Organization

Bill Baker, Homeless Outreach

By His Grace

Steve Bassett -Pastor

Bread of Life Rescue Mission

Joaquin Blas

Catholic Charities

Hannah Cohen

Heritage Clinic – Assoc. Director

Jean Cole 

Operation Hope

Rocky Chavez  – Deputy Mayor

City of Oceanside

Pam Choice

 

Sharon Delphenich 

Casa de Amparo

Frank Doherty–

Brother Bennos

Kathryn Hall

Sharon Hall

Operation Hope

Thelma Hayes  – Founding Member

National Alliance for Mental Illness Inc. N.A.M.I.

Jeff Hebb

Casa de Amparo

Maggie Houlihan – Deputy Mayor

City of Encinitas

Kimberly Israel, Project Specialist/Pupil Services

Escondido Union School District

Craig Jones, Associate Director of Programs

Interfaith Community Service

Liz Kruidenier – Board Member

N.A.M.I. Coastal

Sal Martinez  – President

S.E.R. Jobs for progress

Stan Miller Executive Director

North County Community Services, Food Bank/Child Development Services  

Alex Nunez

San Diego County, Health & Human Services (HHS)

Laurin Pause,  Executive Director

Community Resource Center

Margery Pierce, Director of Neighborhood Services

City of Oceanside

Suzanne Pohlman, Executive Director

Interfaith Community Services

Bill Rawlings, Director of Development  & Housing

City of Vista

Jill Reiss

San Diego County North Region Community Liaison

Alicia Romero, Parent & Family Liaison

San Diego County Office of Education

Jonathan Rossall

Education Compact

Walt Sanford, Executive Director

Regional Taskforce on the Homeless

Karl Schwarm, Dir of Housing/Neighborhood Services

City of San Marcos

Daniel Scott, Executive Director/President

Faith Based Community Development Corp (FBCDC)

Paul Savo

The Fellowship Center

Jim Shirley 

 

Tamara Stark Assoc. Director of Clinical Services

Mental Health Systems (MHS)

Don Stump, Executive Director

North County Lifeline

Mel Takahara 

The Salvation Army

Kathy Valenzuela,  Executive Director

North County Serenity House

Jerry Van Leeuwen, Dir of Housing/Neighborhood Services

City of Escondido

Carol Williams, Director of Community Impact

United Way of S.D. County

Casey Yorman HOPE, Board President & (Pastor)

Operation Hope

Ardith Young,  Program Manager

Mental Health Services (MHS)  Mariposa Clubhouse

Joe Zilvinskis Program Coordinator

Interfaith Shelter Network

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Module 1 - Event Introduction

Suzanne: We’ve been meeting quarterly, and at one of our quarterly meetings we discovered there was a concern addressed regarding “dumping” of hospital patients on the street. Three people raised their hands and said, “That’s not right.” It turned out that anyone operating shelters had experienced that, so we put together a task force and within a couple of weeks, we had gathered with district administrators and conquered that problem for the minute, but moreover we opened relationships with those folks to enhance problem solving and communication.

Another thing we decided to tackle was transit by marginalized populations. There was a huge problem with empty buses and people being landlocked and unable to follow through with case management plans. So we formed a separate committee for that.

Lastly, Hannah Cohen, one of our committee members, mobilized the Plan to End Chronic Homelessness, which she headed for the County of San Diego. She’s worked with the head of almost every jurisdiction, but as yet there has been no real implementation of that, so that’s something else we want to get working on.

We invite you here today to do a little envisioning and dreaming with us, to think about where we might be able to go and what we might be able to do in a perfect world, where there was open communication. The process we are going to engage in will surprise you. Inspired by Mozart, we’re going to move forward. Today is all about casting a wide vision for the North County Region. I’ve invited someone, who I think is pretty special, to lead us in that effort, and that’s Bill Kincaid.
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Bill: Today we are going to take a step back and take a 40,000 ft view. The process we are going to use is the creative process. Every time I get together with Suzanne and her folks, you can feel it, she gets the creativity stirred up. We are here today to come up with something magical. The creative process model is very simple and we designed our session today using the scan, focus, act model . The model we used to design this event is a little more utilitarian, and it starts and ends with identity.

Who is the ARS? Is this process defined by the winter shelter? No, but we’re going to talk about who the ARS is and what we are about and what we are doing. How are we going to do it? What assets do we have? What projects are we going to work on.

We will come out of here today with three projects to move forward with. It starts with identity, then with vision. Vision leads to action. Then we have intent, which is our mission. Intent leads to passion. When we collectively have a mission, we can ignite that passion. Next, we have insight. When we begin something, we have to start somewhere and that’s where we are today. ARS went through this process once before in May 2007 and it ended when the winter shelter closed, and today we are not pigeon holed by that project. It was a successful project. Now, we are going to learn how to harness that knowledge and begin new projects.
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Mel: I’m here to talk about what we can accomplish when we come together. This past winter, 6 of our alliances came together with 9 north county cities and with United Way, and San Diego County HHSA, in an unprecedented collaboration. We planned and funded a state of the art, regional cold weather shelter for homeless, men, women, and children. From October to March, we served 6,071 residents from our communities. These are our neighbors.

What did they receive this winter? What they received this winter was much more than a hot meal. For the safety and security of all residents, these were dry shelters. A breathalyzer was administered, as well as case management. Intensive case plans monitored weekly were required to help people get back on their feet. What services did clients receive at the shelters? Hundreds of volunteers provided hot meals. Medical treatment; vocational training; on-site counseling; enrichment activities, such as movies and religious studies; and therapy for seniors was provided by the community.

How effective was it? A quantitative and qualitative evaluation was conducted by CSUSM and SDSU that looked at chronically homeless, described by HUD very specifically. 43 shelter residents met HUD’s narrow definition. 17 of them have found independent living situation, 1 found shared housing, 1 found vets housing, 5 were reunited with family, 4 entered recovery programs, and 4 entered inpatient treatment. This means that 32 of 43 found stable housing or entered treatment programs. That’s 74% moved into more stable housing.

For provider agencies and their staff, there was a sense of unity and common purpose among agencies. They shared donations and extended resources to other shelters. In short, because of the synergy of people of good will working together the value of the regional shelter system is far greater than the sum of its parts. This is what we can accomplish when we come together.

Suzanne: That’s an absolutely wonderful example of all of us coming to the table, bringing our abundant gifts, letting our energy flow back and forth form one another and working in a very cooperative, collaborative way for maximum leveraging of value, and so today is going to be a lot of dreaming and envisioning what more can be.

Bill: Our identity is not defined by the Winter Shelter, but what it does do is show us what can be done when we come together and work together.Back to Top


Module 2a - Individual Panel Exercise Instructions

Download PDF of Instructions

The date is August, 2011. Three years ago the Alliance for Regional Solutions came together at the Quantum Learning Network to redefine it's identity and mission. Today the Alliance is hailed as a national model for bringing non-profit agencies, municipalities, the county, social entrepreneurs and funders together to solve the most urgent emerging social issues of the day on a regional basis.

From the Vantage Point of the future (August 2011) looking back, respond to the following questions:

  • What were the key's to the Alliance's success?
  • What issues did the Alliance address and why?
  • What issues did the Alliance not address and why
  • Who was involved?
  • Why was their involvement important?
  • How did all the parties work together?
  • What barriers did the Alliance face along the way and how did they overcome them?
  • What core values did the Alliance demonstrate over the last 3 years?
  • How did the Alliance build and maintain it's own infrastructure?
  • How did the Alliance maintain it's cohesiveness?
  • What assets were brought to the table and by whom?
  • How were these assets used?
  • What role did you play?
  • Anything else that occurs to you.

Find a flipchart and some markers. There are many around the room. If you are not able to find one a knowledgeworker will assist you. You will have 30 minutes to respond to these questions. Use words, color, pictures, metaphor and graphics to respond.

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Modules 2b Share Individual Panels Instructions

Find the other members of your breakout team.

Team 1
Stan Miller
Carol Williams
Bill Baker
Alicia Romero
Tamara Stark
Team 2
Paul Savo
Walt Sanford
Margery Pierce
Suzanne Pohlman
Jim Shirley
Kathy Valenzuela
Casey Yorman
Team 3
Craig Jones
Ron Barefield
Sharon Delphenich
Jean Cole
Joaquin Blas
Alex Nunez
Karl Schwarm
Team 4
Mel Takahara
Sal Martinez
Dan Scott
Thelma Hayes
Liz Kruidenier
Sharon Hall
Bill Rawlings

Team 5
Hannah Cohen
Maggie Houlihan
Laurin Pause
Frank Doherty
Jeff Hebb
Jonathan Rossall
Steve Bassett

Team 6
Don Stump
Jerry Van Leeuwen
Jill Reiss
Joe Zilvinski
Kimberly Israel
Pam Choice
Ardith Young

Assign one person to be a time keeper. Allow each member of your team 5 minutes to present the contents of their individual panel. Go to the area where the panel is located. As presentations proceed, if an idea has already been mentioned, speak to the ways that your concept differs rather than present the same material. Team members should ask questions for clarification only - no discussion at this time.

You have a total of 35 minutes.

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Modules 2C Synthesis Instructions

This is a group exercise.

Identify the similarities and differences in the individual panels. Discuss this with your group.

Select a scribe to document your group discussion, using your flip chart as a scratch pad.

Your final product will be to prepare a presentation on 2 to 4 flip chart pages that synthesizes and summarizes the ideas of your group. Make sure to include some or all of the questions below. Include any other important insights from your group.

From the Vantage Point of the future (August 2011) looking back, respond to the following questions:

  • What were the key's to the Alliance's success?
  • What issues did the Alliance address and why?
  • What issues did the Alliance not address and why
  • Who was involved?
  • Why was their involvement important?
  • How did all the parties work together?
  • What barriers did the Alliance face along the way and how did they overcome them?
  • What core values did the Alliance demonstrate over the last 3 years?
  • How did the Alliance build and maintain it's own infrastructure?
  • How did the Alliance maintain it's cohesiveness?
  • What assets were brought to the table and by whom
  • How were these assets used?
  • What role did you play?

You will have 30 minutes for this exercise.

Modules 2C Synthesis Report Outs

Team 5 – Maggie Houlihan reporting

Want to look at helping with affordable housing,

Employment, continue to work on that

And the mental health and substance abuse includes

We can’t solve that problem as a homeless group, it’s a federal issue

One person at a time, giving them the safety net and other opportunities

Users, foundations, the medical community, educators, members of the community, and

How did the parties work together? Leadership teams, action teams, Shared core values And also large roundtables.

Barriers – always diverse points of view. Being able to really coordinate it all. And we have limited resources to continue the success. But that’s really when the creativity comes in. The core values; to develop those was really important. 

Assets used: engage the community, showed result, and present a viable business model. That’s so much easier to sell than…. You also may be the person that someone else wants to cite in your community. So let’s remember that in all we do.