Values-Based Leadership Development Exploring how to transform a service agency culture towards highly mindful personalised interactions with people and families, by looking at the complexity of relationships, the aggregation of transactions and the direction agencies take through their questions and actions. Disclaimer JFA Purple Orange prepared this work under the Schedule – Standard Funding Agreement, signed 21 January 2013, and in accordance with the Australian Government Terms and Conditions Standard Funding Agreement for Agreements entered into from 11 May 2011, which fully sets out the scope of our work. Nothing within this report is intended to imply that we have carried out any work beyond that scope. JFA Purple Orange has prepared the material in this report from publicly available material, and from information provided by a range of stakeholders. JFA Purple Orange has relied upon the accuracy, currency and completeness of the information provided to it by these various stakeholders, and takes no responsibility for the accuracy, currency, reliability or correctness of the information, and acknowledges that changes in circumstances after the time of publication may impact the accuracy of the information. The information may change without notice and JFA Purple Orange is not in any way liable for the accuracy of any information used or relied upon by a third party. Furthermore JFA Purple Orange has not independently validated or verified the information provided to it for the purpose of the Report and the content of this Report does not in any way constitute an audit or assurance of any of the information contained herein. Values-Based Leadership Development 2 Acknowledgements JFA Purple Orange and SACOSS extend appreciation to the Commonwealth Government of Australia for grant-funding this initiative. We also extend our thanks and admiration to the Project Advisory Group members for their guidance. Lastly, we extend our deep appreciation to Glenda Lee, Rebecca Hughes and Anna Hughes, for the recorded material they contributed to the workshop program. This report was prepared by JFA Purple Orange PO Box 701 Unley Business Centre T: (08) 8373 8333 F: (08) 8373 8373 E: admin@purpleorange.org.au Project Staff Alicia Fidock: Project Manager Robbi Williams: Facilitator Ross Womersley: Facilitator 17 May 2013 Values-Based Leadership Development 3 Contents Contents ................................................................................................................... 4 1.0 Introduction .................................................................................................... 6 2.0 Methodology ................................................................................................. 7 2.1 Project Advisory Group .............................................................................. 7 2.2 Development of Material ........................................................................ 11 2.3 The Role of Stories ..................................................................................... 12 3.0 Delivery of Workshops ................................................................................. 13 Table showing workshop arrangements ..................................................... 15 3.1 Session 1: Values Underpinning Leadership .......................................... 16 3.2 Session 2: Values Underpinning a Good Life ......................................... 17 3.3 Session 3: Values Underpinning the Experience of Home ................... 19 3.4 Session 4: Values Underpinning Risk, Duty-of-Care and Safeguards . 20 3.5 Session 5: Values Underpinning Planning .............................................. 21 3.6 Session 6: Values Underpinning Community Connection ................... 22 3.7 Session 7: Values Underpinning Authentic Personalised Support ....... 23 4.0 Developing a question-based tool for agency conversations .............. 24 5.0 Evaluation ..................................................................................................... 25 5.1 Evaluation Questions ............................................................................... 26 5.2 Total Number of Evaluation Responses per Venue and Overall ........ 27 5.3 Average Rating per Question Relative to Total Evaluation Responses ........................................................................................................... 28 6.0 Discussion ...................................................................................................... 30 7.0 Conclusions and Recommendations ........................................................ 34 8.0 Appendix A – Registrations and Waiting Lists for each Location .......... 35 8.1 9.0 Agencies registered for each workshop ............................................... 35 Appendix B – Evaluation Comments and Ratings .................................. 41 9.1 Evaluation Question: How important do you think the topic of values is in delivering services? .................................................................................... 41 9.2 Evaluation Question: How helpful was the material covered in Topic 1 – What leadership means in the context of the NDIS? .................... 43 9.3 Evaluation Question: How helpful was the material covered in Values-Based Leadership Development 4 Topic 2 – Setting the scene: Histories? ............................................................. 46 9.4 Evaluation Question: How helpful was the material covered in Topic 3 – Your home – My workplace? ........................................................... 48 9.5 Evaluation Question: How helpful was the material covered in Topic 4 – Values about well-being and safety vs. safeguards? ................... 51 9.6 Evaluation Question: How helpful was the material covered in Topic 5 – Values – How these fit with individual planning? .......................... 54 9.7 Evaluation Question: How helpful was the material covered in Topic 6 – Values and navigating into community life? ................................. 57 9.8 Evaluation Question: How helpful was the material covered in Topic 7 – Enquiry into values and personalised support? ............................. 60 9.9 Evaluation Question: Do you feel better prepared to help your agency explore how values are integral to successfully using the NDIS to help people have good lives? ......................................................................... 62 9.10 Evaluation Question: Do you feel better prepared to help your agency evolve its practice accordingly? ...................................................... 63 10.0 Appendix C – Toolkit of Questions .......................................................... 66 Values-Based Leadership Development 5 1.0 Introduction JFA Purple Orange successfully applied to the National Disability Insurance Scheme (NDIS) Practical Design Fund for a grant to design and road-test a two-day workshop in each NDIS launch site on the development of valuesbased leadership in service agencies. The workshop ran throughout March and early April 2013 and targeted people in formal or informal leadership roles, and people with potential to move into leadership roles. The purpose of the workshop was to provide material that equipped leaders to transfer the knowledge learned during the workshop into their agency’s conversations and practice as they transition to the new NDIS landscape. Robbi Williams, Chief Executive Officer of JFA Purple Orange and Ross Womersley, Executive Director of the South Australian Council of Social Services* (SACOSS) ran the workshop. JFA Purple Orange and SACOSS have a history of actively collaborating on events promoting the leadership and support of people living with disability, including the Loop** Conference. *SACOSS is the peak body for South Australian non-government health and community services sector, with an established record of capacity-building, researching and policy analysis, and advocating on behalf of vulnerable and disadvantaged South Australians – www.sacoss.org.au **The Loop Conference format was established in 2007 out of a concern that many people living with disability and their families were missing out on relevant conference events, particularly people who reside in country areas. The Loop Conference is held in a number of different venues around South Australia (charted in the style of a loop, hence the name), and with a particular focus on regional and country areas. The intended emphasis of the Loop Conference is to ‘talk with’ people, not to ‘talk at’. Presenters bring useful information to the conference for participants to take away; in addition, through conversation and consultation, the participants give information on their perspective and experiences, which the organisers can take away, report and amplify http://www.purpleorange.org.au/files/7613/3351/8895/The_Loop_2008_Getting_a_good_life.pdf Values-Based Leadership Development 6 2.0 Methodology Project Advisory Group A Project Advisory Group was established comprising stakeholders with lived experience of disability and stakeholders with extensive experience in service delivery. JFA Purple Orange drew on its local and interstate network of stakeholders and contacts, and approached potential members accordingly. Members of the Project Advisory Group were: Phillip Beddall Services board member, broadcaster, and with lived experience of disability Glenda Lee Rights advocate and lived experience of disability Jackie Beard Human services professional and family member of a person living with disability Fiona Campbell Individual advocate and family member of a person living with disability Anna Hughes Human services professional and family member of a person living with disability Shirley Patterson CEO, Individual Service Gordon Duff Executive Officer, National Policy Research Unit, NDS Denice Whardall CEO, Cara Inc Robbi Williams CEO, JFA Purple Orange Ross Womersley Executive Director, SACOSS Supported Accommodation The role of the Project Advisory Group was to provide expertise, advice, guidance and input regarding the design, execution and evaluation of the workshop. The group met four times and each meeting focused on different aspects of the project. Values-Based Leadership Development 7 The following tables provide a summary of when the meetings were held and what was discussed. Date 6 February 2013 Focus Set methodology coordinates and give initial input into the workshop structure Preparatory Material Document on overview of seven elements with questions to discuss: 1. What do you believe are the key messages you would like service providers to know about for each element? 2. What should the topics cover? 3. Do you know of anyone (service provider or person living with disability) with a relevant story to tell about any of these elements? Outcomes Broad methodology parameters agreed. Advice to structure the seven elements in a way that supports participants to: connect with the topics generate the questions that then go into the tool kit that they can take back to their agency (build the tool as they go through the workshop) Values-Based Leadership Development 8 Date 20 February 2013 Focus Give further input to draft content and confirm program structure Preparatory Material Draft program with suggestions from previous meeting included Outcomes Advice to: anchor program around “real stories” introduce discussion on leadership at the beginning of the workshop and also discuss leadership throughout the remaining elements finish with the ”values underpinning personalised supports” element as this will provide the opportunity to draw on discussions from previous elements and how they relate to supporting people to live a good life Date 10 April 2013 Focus Review of workshop feedback and program content Preparatory Material Evaluation summary of feedback received from Hobart, Geelong, Adelaide and Newcastle Outcomes Advice to: Date change the balance of the content to encourage a greater focus on leadership and equipping people to start a conversation within their organisations compile a ”tool kit” of questions raised at each workshop to give to participants 24 April 2013 Values-Based Leadership Development 9 Focus Review and finalise report Preparatory Material Draft report Outcomes Advice to: change the structure of the report to highlight the overall evaluation findings and include the comments as an appendix include the “tool kit” of questions in the final report Distribute final report after edits for final review and comment Values-Based Leadership Development 10 Development of Material The workshop facilitators, Robbi Williams and Ross Womersley, had previously generated a range of materials designed to assist agencies and individual stakeholders to better understand the relationship between values and actions, especially in relation to advancing the life chances of people living with increased vulnerability, where increased vulnerability is defined as comprising older people, people living with mental health issues, homeless people and people living with disability. Taking this material, we constructed a seven-element program of connected themes. The Project Advisory Group provided feedback on the content, order and flow of the material prior to the commencement of the workshop program, and again prior to the last event in Canberra. The seven elements were: Values underpinning leadership Values underpinning a good life Values underpinning planning Values underpinning the experience of home Values underpinning community connection Values underpinning risk, duty of care and safeguards Values underpinning personalised support We focused on two main goals when structuring the material: Delivery of content that assists participants to explore the extent to which particular values are present in disability support services Demonstration of techniques, including the generation of a series of key questions, which participants can take back to their agencies to develop a conversation about how the agency can best support the advancement of people's life chances. Values-Based Leadership Development 11 The Role of Stories Stories told by people living with disability and their families are a compelling way to examine the impact of services and the values underpinning them. In support of this, we developed the following: A video recording of an 18-year-old woman living with disability, describing her experience moving through mainstream and segregated education, and the steps she and her family took to strengthen the life chances available to her as a young woman A selection of video material covering two stories of adults living with disability in their quest to access good life chances A video recording of a home owner living with disability, covering what it takes to sustain a true sense of home, and the impact of helpful and unhelpful agency support A selection of video material covering the perspectives of four adults living with different types of disability, about the role of planning in their lives A video recording of a parent of a person living with disability on the values underpinning the family's perspective and experience. Values-Based Leadership Development 12 3.0 Delivery of Workshops JFA Purple Orange selected dates in March 2013 to run the workshops to allow sufficient time for advertising, marketing and the execution and evaluation of the workshops. JFA Purple Orange then approached peak disability organisations and service providers in each NDIS launch site seeking information about: Whether the proposed dates would clash with other local events What centrally located accessible venues would be suitable to run the workshops JFA Purple Orange was informed that all the dates, excluding those proposed for Canberra on the 19 and 20 March 2013 were suitable. The Canberra dates clashed with a major event for disability service providers. The dates of this workshop were changed to the 11 and 12 April to provide the opportunity for as many service providers as possible to attend. JFA Purple Orange was unable to secure recommended first-choice accessible venues in Geelong and Newcastle because they were not available. Alternative venues were confirmed after further consultation with peak disability organisations and local stakeholders. In early February we commenced advertising of the workshop. This provided service agencies with a minimum of one month to register for the workshop in their region. Canberra dates and venue were confirmed in late February with a revised flyer and registration form distributed at this time. The workshop flyer and registration form was distributed by JFA Purple Orange via: Website www.purpleorange.org.au Email distribution list Facebook www.facebook.com/jfapurpleorange Values-Based Leadership Development 13 JFA Purple Orange also asked for support from a range of services in each NDIS launch site to distribute information about the workshop throughout their networks. These agencies included: The National Disability Services (NDS) (Australia’s peak body for non-government disability service organisations) The NDIS Launch Transition Agency in Tasmania Advocacy agencies Local councils Disability ACT Disability Information Resource Centres in South Australia, New South Wales and Victoria We received strong interest in the workshops from a range of service providers and reached registration capacity in every location. To ensure diversity of service agencies (and discussion), JFA Purple Orange capped the number of employee registrations from a single organisation to three. Any subsequent employees from a single organisation were placed on a waiting list and advised they may gain a place if a vacancy arose. The number of people on each waiting list was as follows: Newcastle 35 Adelaide 19 Canberra 17 Hobart 6 Geelong 8 Registration numbers were increased in Adelaide and Canberra as there was capacity at the venue to do so. The following table provides details of the dates, venues and number of people who registered and attended each workshop. Appendix A shows agencies registered and on the waiting list for each workshop. Values-Based Leadership Development 14 Table showing workshop arrangements Date Venue Registered Attended 5-6 March Hobart: Tasmanian Technopark, Innovation Drive, Dowsing Point 30 30 7-8 March Geelong: Buckley's Entertainment Centre, 54 Fellmongers Road, Breakwater 30 28 13-14 March Adelaide: Our Space, JFA Purple Orange, 104 Greenhill Road, Unley 35 32 21–22 March Newcastle: Diggers @ Newcastle City, 58 Hanbury Street, Mayfield 30 29 11-12 April Canberra: Nature Conservation House, 153 Emu Bank, Belconnen 38 38 While we were working to a particular structure of material, there were some variations in the flow of material across the five events for two main reasons: 1. The demography and interests of the workshop participants resulted in subtle differences in the flow of the material 2. Each event was slightly modified to take account of the learning from the previous event. The main mode of delivery was a facilitated whole-group conversation, supplemented by participant work in smaller groups and video content. Values-Based Leadership Development 15 Session 1: Values Underpinning Leadership Rationale: a detailed enquiry into a topic needs to begin with a common understanding. This initial session was designed to establish a common perspective among participants on the nature and character of leadership. Content elements included: identifying the characteristics of leadership behaviour examining the extent to which leadership behaviour is currently coded into the work of agencies, and how it differs from management video content of a young woman's story, to draw out the source and impact of personal leadership, and to note the consequences of agency decision-making about life chances. Values-Based Leadership Development 16 Session 2: Values Underpinning a Good Life Rationale: if the goal of support agencies is to assist people with their lives it is important to establish a common understanding of what a good life means. This second session was designed to establish a common perspective among participants on the nature of a good life. Content elements included: a history of the place in community life of people living with disability identifying the common and individual characteristics of a good life noticing how these characteristics have not reliably been reflected in formal support arrangements exploring how values of a good life are coded into the Commonwealth Disability Services Act 1986 and the United Nations Convention on the Rights of Persons with Disabilities video content of two people's stories, to distinguish between “goodlife-thinking” and “institution-thinking” generation of target questions for participants to lead conversation and practice back at their agencies. The above phrase “institution-thinking” was not used simply to reflect the practices and world view of old-style institutions as large scale congregate services. In the workshop it carried a broader meaning, where there is a less personalised view of the person. This can occur in small group services such as group-home supported accommodation, but can also occur in singleperson services, and is evident when people are viewed as entities to be managed, as collections of tasks to be performed by staff. The use of the phrase also included service-centric services, where even though the person may be properly viewed as a valued human being, their Values-Based Leadership Development 17 support options are limited to what the agency currently offers, and within the agency’s world view. Values-Based Leadership Development 18 Session 3: Values Underpinning the Experience of Home Rationale: to establish a common understanding of the values that underpin an authentic sense of “home” and what helps and hinders this in formal support arrangements. Content elements included: identifying the multiple value elements of home and “not home” or facility examining conflicts of interest that exist when a person's home is also a support worker’s workplace video content of a person’s story, setting out the personal challenges in maintaining a sense of home when orchestrating formal supports taking the “occupation” out of “occupational health, safety and welfare” to find arrangements which keep everyone safeguarded generation of target questions for participants to lead conversation and practice back at their agencies. Values-Based Leadership Development 19 Session 4: Values Underpinning Risk, Duty-of-Care and Safeguards Rationale: to examine how people understand the values that underpin risk and duty-of-care, and how this affects subsequent support arrangements. Content elements included: identifying how people understand and approach risk and decisionmaking in their own lives exploring the origins of professional duty-of-care and the impact this has on service planning introduction to a schematic that contrasts safety and safeguards by setting out the relationship between vulnerability, duty-of-care, conceptualisation of the issue, and the trajectory and consequences of subsequent support arrangements (referred to as the ”low road” and “high road”) exploration of how arrangements designed to keep people safe can sometimes produce the opposite consequence generation of target questions for participants to lead conversation and practice back at their agencies. Values-Based Leadership Development 20 Session 5: Values Underpinning Planning Rationale: to examine how people understand the nature of planning, and the potentially competing values that drive planning methodologies in agencies. Content elements included: exploring the diversity in how people plan and decide in their own lives, and the presence of flexibility and spontaneity because life isn’t predictable; plans can change agency approaches to individual planning including the risk of overreliance on specific planning methodologies video content on the perspectives of four people living with disability on the value and presence of planning in their lives, including the impact of agency planning discussing the issue of “churn” defined as when staff turnover results in a loss of continuity in individual planning, which consequently hinders the time and efficiency of both the person and the agency due to retelling and re-learning of a person’s story generation of target questions for participants to lead conversation and practice back at their agencies. Values-Based Leadership Development 21 Session 6: Values Underpinning Community Connection Rationale: to examine the place of connection and fellowship in our lives, and its central role in advancing life chances. Content elements included: exploring the range of ways people have community connection in their lives exploring how, over the past several hundred years, collectively, we have taught our communities to think about the relative place of disability in community life exploring the “three places of community connection” (from Oldenburg 1989,1991) and the extent to which support arrangements help or hinder such connections (including how agencies, typically with the best of intentions, might themselves become barriers to connection) generation of target questions for participants to lead conversation and practice back at their agencies. Values-Based Leadership Development 22 Session 7: Values Underpinning Authentic Personalised Support Rationale: to examine the nature and experience of fundamentally good customer service and explore its implications for personal supports. Content elements included: reflecting on people's experiences where they experienced outstanding customer service relating this to the experience of many people living with disability accessing support services exploring how to transform a service agency culture towards highly mindful personalised interactions with people and families, by looking at the complexity of relationships, the aggregation of transactions, and the direction agencies take through their questions and actions generation of target questions for participants to lead conversation and practice back at their agencies. Values-Based Leadership Development 23 4.0 Developing a question-based tool for agency conversations The workshop program was intended as a primer for further work by participants back at their agencies. To support this, a series of questions were developed to support, and sum up, the discussions that took place in the workshop sessions. The material was refined over the course of the five workshops and has been prepared, along with other workshop-generated materials such as discussion output recorded on whiteboards, for circulation to all participants. This ‘toolkit’ of questions is given in Appendix C. Values-Based Leadership Development 24 5.0 Evaluation JFA Purple Orange believes in the fundamental importance of evaluation to ensure the impact of our endeavours may be known and evolve. Accordingly, we sought feedback from participants about the two-day workshop. We are mindful of the different elements that constitute evaluation, for example those set out in the Kirkpatrick model*** that track attitudinal and behavioural change over time. The Kirkpatrick model sets out four levels of evaluation – reaction, learning, behaviour, and results. Because of the tight timelines for the delivery of this project, it was not possible to establish a more comprehensive evaluation along such lines, nor indeed to ensure the evaluation administrator had no vested interest. Notwithstanding, we developed a basic instrument that generally aligns with the first element of the Kirkpatrick model, reaction. This instrument – the evaluation form - was designed to gauge participants’ experiences and views in relation to each of the topics covered in the workshop. For each topic question participants were asked to provide a rating from 1 to 10, with 10 being the most positive score. Participants were also asked to highlight the aspects of each topic they found most helpful and what could have been done differently. The questions asked are given in the box below. *** http://www.kirkpatrickpartners.com/OurPhilosophy/tabid/66/Default.aspx, accessed 29 April 2013. Values-Based Leadership Development 25 Evaluation Questions How important do you think the topic of values is in delivering services? How helpful was the material covered in Topic 1 – What leadership means in the context of the NDIS? How helpful was the material covered in Topic 2 – Setting the scene: Histories? How helpful was the material covered in Topic 3 – Your home – My workplace? How helpful was the material covered in Topic 4 – Values about wellbeing and safety vs. safeguards? How helpful was the material covered in Topic 5 – Values – How these fit with individual planning? How helpful was the material covered in Topic 6 – Values and navigating into community life? How helpful was the material covered in Topic 7 – Enquiry into values and personalised support? Do you feel better prepared to help your agency explore how values are integral to successfully using the NDIS to help people have good lives? Do you feel better prepared to help your agency evolve its practice accordingly? Values-Based Leadership Development 26 Total Number of Evaluation Responses per Venue and Overall Evaluation responses per venue Hobart 13 Geelong 14 Adelaide 23 Newcastle 21 Canberra 31 Total Evaluation response 102 Overall percentage response rate (157 participants attended the workshops) 65% The Hobart and Geelong events had the lowest participation in the evaluation, with less than half of the workshop participants completing the evaluation survey. As a result of this, we adjusted the way the evaluation survey was made available to participants, and also encouraged participants to complete relevant parts of the evaluation throughout the workshop. This resulted in stronger participation rates in the evaluation. Values-Based Leadership Development 27 Average Rating per Question Relative to Total Evaluation Responses Please note “Rating” refers to the average rating for all workshops where 10 is the most positive. Question Rating Participant Quote How important do you think the topic of values is in delivering services? 9.2 [It is] extremely important – it is integral in the whole process of creating an effective and efficient NDIS How helpful was the material covered in Topic 1 – What leadership means in the context of the NDIS? 7.6 Stimulating thought about how we can think differently about the role of services in NDIS and how leadership contributes to this How helpful was the material covered in Topic 2 – Setting the scene: Histories? 7.7 Real people in real situations. It provides clarity to the circumstances of people living with disability How helpful was the material covered in Topic 3 – Your home – My workplace? 8.5 [It] would be helpful for support staff to discuss this – to be more mindful in their work – will definitely take this back to my agency. How helpful was the material covered in Topic 4 – Values about well-being and safety vs. safeguards? 8.1 Challenged values & thinking regarding managing / assessing solutions How helpful was the material covered in Topic 5 – Values – How these fit with individual planning? 8.1 This reminded me that I need to remember the individual – the reason for my role in the first place How helpful was the material covered in Topic 6 – Values and navigating into community life? 8.3 Think navigating into community life is absolutely crucial – both for the person with a disability as well as the community Values-Based Leadership Development 28 Question How helpful was the material covered in Topic 7 – Enquiry into values and personalised support? Rating 8.2 Participant Quote Interesting to look at our own values and how this relates to the people we support. How our own values can impact positively or negatively on those we support The following table refers to questions where a “yes” or “no” response was required. Please note “Percentage” refers to the percentage of people who Question Percentage Participant Quote Do you feel better prepared to help your agency explore how values are integral to successfully using the NDIS to help people have good lives? 91% I think the questions / discussions will be helpful to have with other staff and hopefully this will begin more thinking about values Do you feel better prepared to help your agency evolve its practice accordingly? 91% I feel like I have now a platform to work from with ideas to stimulate valuesbased leadership said “yes” for all workshops. In addition to providing a score between one and 10 for each workshop element, participants were also invited to make comments. A full list of these comments is given in Appendix B. Values-Based Leadership Development 29 6.0 Discussion Overall, the evaluation data is encouraging, suggesting the vast majority of workshop participants (91 per cent) felt better prepared, as a result of the workshop, to help their agency advance thinking and practice in support of people living good lives. While this is a strong score, there would perhaps have been additional benefit in designing the evaluation question about being better prepared, to include more graded response options, rather than just yes and no. That said, we think the strong response does offer a signal that participants had a positive reaction to the material overall, as a useful opportunity to explore the nature of values and leadership in services, and imagined it having utility as their agencies navigate change. In terms of participants’ experiences of the various sessions within each workshop, the results were very positive, with average scores ranging from 7.6/10 to 8.5/10. It is a particular challenge to find a level of input that works for everyone, and we noticed this in the evaluations with people having differing perceptions about level of content and pace. We also noticed people varied in their reasons for attending the workshop. Many were there for the reasons we hoped, which was to deepen their understanding about how to explore the values underpinning a good life and how to translate these into practice at an agency. However, a significant number of participants attended because they wanted more information about the NDIS, and their evaluation feedback seems to be anchored on whether they got the information they hoped for about the NDIS, rather than information about how to lead values into actions. This reveals the challenge of meeting varying participant expectations of content when in a dynamic public policy environment, where there are many changes that people are attempting to keep up with, and where the elements of such changes have differing resonance for different people. Values-Based Leadership Development 30 Also, some participants reported they were at the workshop because they had been told to come by their manager. While this does not mean their participation and benefits were diminished as a result, it does suggest some participants may have been personally less connected with the topic. For example, several participants gave a relatively low score to the evaluation question: How important do you think the topic of values is in delivering services? That said, overall the workshop participants were clear on the high importance of values in agency practice, and this suggests the topic warrants continued and careful attention during the process of transition to the NDIS environment. While attending to the transition issues of agency business models – in areas such as IT, workforce parameters, cash flow et cetera – are obviously important to a successful transition, there is a clear imperative for agencies to resolve the values they believe drive their work and how best to translate these values into action. While it was pleasing to note that some participants were in senior leadership positions in their agencies, including CEOs, a significant number of participants were in more modest positions of leadership, including frontline staff. While this does not diminish the value of the workshop material to those participants (because everyone is a leader in their own practice even if they do not have supervisory responsibilities for others) it can make it harder for them to initiate and lead an agency conversation about values and actions. Values-Based Leadership Development 31 The feedback also suggests workshop participants particularly valued the presence of two facilitators. Our view is that this team approach to facilitation, with each alternating between the roles of lead facilitator and scribe/prompter/planter/timekeeper, provides a more effective and engaging platform for working through material. After the workshop, the key challenge for workshop participants will be to maintain the momentum of their own and their agencies enquiry into “good life” values and how to translate these into practice. As with any type of training or capacity building, it cannot be assumed that, in itself, a single event will reliably and sustainably evolve people’s attitudes and practice. Therefore, there is potential to explore the repetition of this workshop to help build the number of stakeholders within agencies taking up leadership roles and values. Further, there is the potential to consider the continuation of this work by creating “masterclasses” or “communities of practice” to support workshop participants to remain connected and advance their practice. There is also the potential to explore how this work might be advanced via a more longitudinal mentorship model, either on a one-to-one basis with individual agency leaders, or on a single agency basis working with a group of key stakeholders within that agency. Values-Based Leadership Development 32 Finally, we note these workshops were targeted at service agencies working in the supply side of the NDIS marketplace. Based on our experiences exploring similar topics for people living with disability and the family and friends in their lives, there is real potential for systematically offering a similar program to people on the demand side of the NDIS marketplace in the launch sites. Values-Based Leadership Development 33 7.0 Conclusions and Recommendations Based on the evaluation data and other informal feedback from workshop participants during the events, we conclude this bespoke event has brought significant value to workshop participants, in terms of personal and agency capacity to evolve practice in line with the values underpinning a “good life” and the goals of the NDIS. Mindful of this, and noting the extent of waiting lists for the event, it seems likely there will be a significant number of other service agency stakeholders, and also people living with disability and the significant others in their lives who might benefit from the event, both in the NDIS launch sites and beyond. Though this wasn't asked in the evaluation, some workshop participants approached the facilitators to ask if there would be the opportunity to reconnect with the material – via masterclasses, communities of practice, or individual longitudinal engagements – as those participants advance their thinking and practice. In light of the above, we make the following conclusions and recommendations that the Federal Government consider commissioning: 1. a second (and possibly subsequent) round of workshops to help build momentum for values-based agency practice in the launch sites and elsewhere 2. the design and delivery of a program of ongoing masterclass/ community of practice activities for service agencies in the launch sites, to assist workshop alumni develop and sustain momentum for values-based reflection and practice at their agencies, matched by an evaluation methodology that maps the extent of impact on knowledge, attitudes, actions and ultimately on outcomes for people living with disability 3. the design and delivery of similar capacity building programs for people living with disability and the families and friends in their lives to help strengthen the likelihood that NDIS participants are empowered and informed. Values-Based Leadership Development 34 8.0 Appendix A – Registrations and Waiting Lists for each Location Agencies registered for each workshop Note: These lists do not include people who were on waiting lists Hobart – 5 and 6 March Agency Number of staff registered Anglicare Tasmania Inc 4 Langford Support Service 3 Tasmanian Acquired Brain Injury Services 3 Optia Incorporated 3 Headway Rebuilding Lives 3 Montagu Community Living 2 Hopes Incorporated 2 Speak Out Association of Tasmania 2 Veranto 2 Department of Premier and Cabinet 1 Tabis 1 Citizen Advocacy Launceston Region 1 Ability Tasmania 1 MEGT 1 Mission Australia 1 Total = 30 Values-Based Leadership Development 35 Geelong – 7 and 8 March Agency Number of staff registered Regional Information and Advocacy Council 3 Karingal 3 Mental Illness Fellowship 2 E.W. Tipping Foundation 2 Mambourin 2 Colac Otway Shire 2 Mecwacare 1 NDIS Launch Agency 1 Vision Australia 1 Kyeema Support Services 1 Encompass Community Services 1 CODA Incorporated 1 MSA ACT/NSW/VIC 1 Just Better Care Melbourne West 1 Mpower 1 Borough of Queenscliffe 1 Disability Services Commissioner 1 Encompass Community Services 1 Field 1 MS Australia Geelong 1 Baptist Family and Community Services 1 Basecamp 3030 1 Total = 30 Values-Based Leadership Development 36 Adelaide – 13 and 14 March Agency Number of staff registered Barkuma 3 MINDA 3 Community Accommodation and Respite Agency 3 Leveda 3 United Care Wesley 2 City of Onkaparinga 2 Life Without Barriers 2 Community Support Incorporated 2 Skills Teaching and Resources Incorporated 2 Disability SA 2 Life’s for Living 1 City of Playford 1 Miriam High Special Needs Program 1 National Disability Services 1 Department for Communities and Social Inclusion – SA 1 Government Department United Communities 1 Valued Lives Foundation 1 Baptist Care Incorporated SA 1 Royal District Nursing Service 1 United Communities 1 Anglicare SA 1 Total = 35 Values-Based Leadership Development 37 Newcastle – 21 and 22 March Agency Number of staff registered Coastlink 3 Endeavour Group Australia 3 Newcastle Temporary Care 3 Leapfrog Ability 2 Connectability Australia 2 Novacare Incorporated 2 Dolliena 2 Allambi Youth Services Incorporated 2 Maitland Community Care Incorporated 2 Port Stephens Home Modification Service 1 Lake Macquarie Support Services 1 New Horizons 1 Beresfield Community Care 1 Port Stephens Community Options 1 Home Modifications Lake Macquarie 1 Life Without Barriers 1 Lower Hunter Peer Support Incorporated 1 Margaret Jurd College 1 Total = 30 Values-Based Leadership Development 38 Canberra – 11 and 12 April Agency Number of staff registered Disability ACT 3 Tandem 3 Belconnen Community Service 3 Home Help 3 Gungahlin Regional Community Services 2 FOCAS Shoalhaven Incorporated 2 Canberra Institute of Technololgy 2 Mental Health Foundation 2 Anglicare Canberra 2 Sharing Places 2 Belconnen Community Support 1 ABLE Australia 1 Just Better Care Canberra 1 ADACAS 1 Catholic Care Canberra and Goulburn 1 Mental Health Community Coalition ACT 1 LEAD 1 L’Arche Genesaret Incorporated 1 Stepping Stones for Life 1 Marymead 1 Brain Injury Association of NSW 1 Drake Medox 1 Values-Based Leadership Development 39 Canberra – 11 and 12 April (continued) Agency Number of staff registered FOCUS ACT 1 Northside Community Service 1 Total = 38 Values-Based Leadership Development 40 9.0 Appendix B – Evaluation Comments and Ratings Evaluation Question: How important do you think the topic of values is in delivering services? Average rating for all workshops (10 = most positive) 9.2 “(It is) extremely important - it is integral in the whole process of creating an effective and efficient NDIS” Comments Very informative – lots to think about. Underpins everything. It affects the way we interact. Our values form our practice and help us to evaluate our services by comparing to the values of our clients. Values are what give all aspects of our lives and work respectability and integrity. Extremely important - it is integral in the whole process of creating an effective and efficient NDIS. Values create the vision which determines the way service, programs and transactions are delivered. Helps to be able to identify your own, and assist staff to identify theirs. It is the base that we work from. Very important. Starts at the top with the CEO. Values are things that are often overlooked in service provision over and above financial aspects. Without the right values staff and the organisation won’t have the right practices. Values are the underpinning reason for the service and the motivation for working within an organisation - unfortunately these core values are occasionally overlooked due to time constraints/funding. Vital that we continue to question/assess/evaluate our values constantly - need to revisit this often. Expanding on the values "ideas" would be helpful thinking outside the square. Values-Based Leadership Development 41 This underpins all service delivery. Quality of service delivery is based on the values of the "presenter". It is a foundational concept, from which the way in which an organisation delivers services grows out of. Now aware how our own values may impact to delivery of services to others. The organisation that I work for has worked on our workforce around values. However, it was interesting to find that others have not entered into this. Journey as it takes a long time to change this approach. Critical to our clients/customers achieving the “good life” whatever that means to each individual. Values underpin the way we approach service delivery. It allows you to be aware of the values with different needs with different people. Not sure on topic being important. Yes values are important. Do not think information given is up to date. Felt there was no clear direction in where we were going and what the training would provide. Good advice on introducing values concept. It is very important as it underpins “life”. Values are why we are all here – essential driver of services. My background in mental health suggested to me that “values” was the missing aspect of the mental health reform processes. Think the very core value that underpins what we do is equality – very important. This will be an essential framework to underpin survival as we move to the new model. Hidden need. Appropriate language use. Drives everything we do. Values-Based Leadership Development 42 Evaluation Question: How helpful was the material covered in Topic 1 – What leadership means in the context of the NDIS? Average rating for all workshops (10 = most positive) 7.6 "Stimulating thought about how we can think differently about the role of services in the NDIS and how leadership contributes to this” What was most helpful? Brainstorming and discussion of this topic set the scene for the rest of the workshop. Brainstorming what it means to us definitely wanting the best outcome and management of services – client choices. The topic of leadership can be used in all aspects of service delivery. Was very useful to link leadership as a crucial component in having a role in the implementation/design of the NDIS. Overall helpful - excellent input from presenters. Discussing leadership - how it differs from management or when the two overlap. Leadership is very important and realizing there are different ways and styles to lead. Seeing NDIS as mechanism. Examining our own lives/values. Knowing that we all have great hope for the NDIS but also some concerns. All people I spoke to are lacking info on NDIS application. Felt the material covered was reflective of NDIS. Clarification of leadership/best ways to use leadership & interaction from group. Look at putting values & actual tasks on people’s position descriptions. Knowing more people living with disability are taking on leadership roles. Revisiting "service land" and "the real world" from (anonymous) and (anonymous) world (stories). Leadership is about enabling others to take charge through calculated risk-taking. Values-Based Leadership Development 43 Drawing out what good "leadership" is. Made me consider that leaders don’t necessarily need to be CEO/Manager etc. Increased leadership styles/person types. The person looking for the services to become the leader in certain system choices. Defining leadership and teasing out fine details. Being a leader as opposed to just managing a service Generating brainstorming and giving participants the time and venue to consider the importance of the quality of leadership in context of NDIS. Explaining what leadership is for a person with a disability. Planning services of any kind has to have values that are appropriate, person-centred care, individual interest in choices and control etc. Leaders need to have the right values to underpin their practice. Discussing the difference between Management and Leadership. Clarifying the difference of leaders and managers and how using the DVD helped see this from the perspective of someone with a disability. It was great to see if my organisation’s leadership style would support the “New World” if needed to adapt. Conversation about “A Good Life” was excellent. This illuminated the need for strong and purposeful leadership but especially leadership based on clear definition of values. Second day: Manager vs. Values in sector (good point). Understanding the different ways of being a leader. Good explanation and interactive discussion. Stimulating thought about how we can think differently about the role of services in NDIS and how leadership contributes to that. Discussion around job titles/descriptions. How leadership is coded in our agency. Really made you think about what leadership meant to you. Enjoyed this. Have been given a deeper understanding around everyone/leader potential and importance of nurturing that. Looking at where leadership sits within the agency. Setting the scene by creating an open discussion on leadership (critically important). Listening to others/ideas are similar to mine. (Anonymous) story was helpful ... it was “real”. Understanding where people are coming from. What could be done differently? Values-Based Leadership Development 44 More discussion/debate regarding the NDIS and its implications in a broad setting. Need/want more info regarding the NDIS. Feel there has been significant lack of info disseminated. Shorter time spent on topic please. More info on how to manage NDIS when the scheme becomes available to assist in maximising those benefits from clients. Think the discussions were very well managed. Nice to acknowledge the importance of the role of people with disabilities as "leaders". Define role/job description so workers are not exploited. Tying it back to an NDIS framework. Increase NDIS content. Thought we did leadership well, but I don’t think we linked it to the NDIS well enough. I hoped to take more information regarding leadership skills back to my organisation and feel confident in my understanding. Rather than paying lip service to “buzzwords” and catchy mission statements, organisations need to be committed and authentic. Actually provide information on leadership. Was hoping with participant level we could have had some excellent interactive discussion. Needed to be more leadership input from trainers – what they know is leadership – content of leadership is/was too low. Maybe at the end of session – provide definition of leadership. This may assist participants to separate leadership from managers. A couple of examples to discuss also. Directed at low levels of understanding and responsibility for organisational directions. Values-Based Leadership Development 45 Evaluation Question: How helpful was the material covered in Topic 2 – Setting the scene: Histories? Average rating for all workshops (10 = most positive) 7.7 “Real people in real situations - it provides clarity to the circumstances of people living with disability” What was most helpful? Enjoyed the stories, great reminder of who we support, service and care for. Good context provided by personal stories. Know the traditions before you challenge and add yourself. Understanding codifications/underlying values will be helpful in updating our policies and procedures. The importance of the individual/the opportunities of selfactualisation. Very helpful - great to hear personal stories – thank you. Not spending too much time on the past. From where we have come and where we want to go. A little more info would have been welcomed if more time. Encouraging self-sufficiency for each client. Recognising & assisting each person to achieve their choices in maximising quality of life. People being inclusive in their community - particularly their circle of support. Concept of expectations of people with disability. It sets a context about hopes for individuals to be able to set goals for themselves. Showed challenges people with disabilities/carers/family/friends face. Really enjoyed this section - it is grounding. Real people in real situations. It provided clarity to the circumstances of people living with a disability. Thinking about the importance of clarity of language. Great to see how they mapped together – where we have been and where we are now. Knowing that people value a good life differently and how we can help achieve this. Values-Based Leadership Development 46 Very interesting talking about the development of “Service Land”. Provides understanding of past experiences and development process. This was confronting for some but very much explained the feelings of a person with a disability. It is good to see that we have advanced even if we have a long way to go. I thought the video material was excellent though again, by the group reflecting on content it gets us thinking. Looking into the lives of people living with a disability – the good, bad and negative. Most info presented was informative but focused on work we commenced 10-15 years ago. Very poor - no relationship to VBL - Not relevant to the topic. Those that have been in the industry for a long period would have knowledge around this area. However, for those entering the sector – it would be helpful. Discussions of hang-ups and setbacks. To look at all options for clients. Code and values. Good practical discussion on how to approach individualised service. Understanding how histories affect people’s experience. Examples of “hang-ups” and “setbacks”/interview with (anonymous) (story). Thinking about how we code values. Balance versus disruption – thought provoking / great videos. The DVD’s were important in terms of a further understanding; terminology – equally important. What could be done differently? Allow more time. Bit low level information for participants most being at management level. As service providers, we all face these histories on a daily basis – so it was not new – we have worked with people with these histories for many years – so didn’t need to spend a whole session being reminded. DVD shown was poor quality. Very unprofessional. A lot of experience in the room to discuss the issues instead. Values-Based Leadership Development 47 Evaluation Question: How helpful was the material covered in Topic 3 – Your home – My workplace? Average rating for all workshops (10 = most positive) 8.5 “Would be helpful for support staff to discuss this – to be more mindful in their work – will definitely take this back to my agency” What was most helpful? Enjoyed (anonymous) (story), she was the perfect example of rage, anger, compliance, acceptance with a direct and demanding message of remember my dignity and please respect me, my home and my life path. Lived experience provides real insight. Wonderful - great examples to relay to my staff in the hope they will see the individual they work with. The approach taken in engaging the participant in considering value etc. was very clever. Good insights from (anonymous) (story) but standard Cert 3 content. Was expecting same information on combining OH&S requirements for staff with people’s dignity and autonomy being maintained – Also industrial relations information. Good interview with service users. Great to personalise and then be able to see how these considerations are relevant for all of us - find way to transcend risk averse. Humility - pose questions to establish client choice. Yes! Listen & consider the person’s needs. Respect the person’s home. What home means to us and the people we support. This was really helpful for some restructure and recruitment in our direct services workshop. Discussions around "home values" made me think. The difference that all are not the same. Personal testimonials. I've asked this question of job applicants in our service, taking another look from the person-centred values leader approach was another perspective. Values-Based Leadership Development 48 Getting the lowdown on the needs of the individual. The DVD's were a great idea and should be shown more widely. Would be helpful for support staff to discuss this - to be more mindful in their work - will definitely take this back to my agency. Clearly explored the concept of home. Relating to own life can be confronting. (Anonymous) interview (story) - more sector personnel need to see this - Well done! Having video presentation of (anonymous) and the unpaid carers/workers in her home and the impact this may have on an individual. I thought this session was the most confronting and challenging. The (anonymous) story provoked my thinking and really made me consider the need to guide my thinking. The client’s feedback regarding how it felt to have others in your home every day. Very important for support workers to look at practices and how it impacts on the service user. Very helpful in that we heard from a service user and their personal view, stimulated discussion and thought about practice in clients’ homes. The issue of respect and dignity in people’s homes and lives was extremely topical. Great DVD. Looking at the perspective of someone with a disability and the impact of people coming into the home, and how workers could do this more effectively. Gave some ideas on how to pass this message on to staff. This reminded me that I probably don’t consider other people’s autonomy adequately. The impact it has being able to reside in a home. Direct experience video – reality. Great listening to (anonymous) (story) and hearing her frustrations in the world of a service user. A lesson for us all. Understanding that home is important for us all, regardless of disability and it’s a sacred place for us all. “Hang-ups” was an interesting way to understand this challenge. Reinforcing stuff that we pass on to our staff. Love a copy of the DVD to show to staff. Useful schematic – clear and simple. Getting you to think about what home really means to you, and also makes you think what it may mean to others. Values-Based Leadership Development 49 This was a thought provoking session and the client speaker was a really useful tool. Personal story always very powerful. Great discussion on client rights & needs vs. workers (even after workshop close). Very well done video – Brilliant! Super important for everyone to remember that the support worker is in someone’s home. Reminder of where we sit as an agency – questions to take back – fantastic. What could be done differently? Show possible or alternate issues such as OH&S and workplace regulations. Shorter DVD's for illustration. Could tie more carefully to values-based Leadership. Expand on the differences between "home values" in the community challenges. Not much material around "My Workplace" from SW perspective. Greater emphasis on the workplace aspect. Again - less time required. Hearing personal stories - understand the importance but can be moved along. The DVD. Discussion with a client regarding the legal/P&P obligations a service has towards its staff/resource limits. Listen/empathise/ask. Make tool available to purchase and use within training/service delivering organisations. Sell copies of this video. It would make a brilliant training aid for providers and support workers. More time to unpack the challenges raised by (anonymous) (story) and how to do better in the future Pat Fratangelo visited ACT 10 years ago for “Community Living” Conference and presented on planning homes in Onandagu, Syracuse. We have been hearing about this for 10 years from so many trainer/ presenters – it’s about time we heard about examples from Australia!! Flag potential conflicts with people living with degrees of disability that are also suffering MH or ID issues and may not be safe! Asking the question to individuals! Not differently – but maybe realise that while (anonymous) (story) has rights – so does the worker. Values-Based Leadership Development 50 Evaluation Question: How helpful was the material covered in Topic 4 – Values about well-being and safety vs. safeguards? Average rating for all workshops (10 = most positive) 8.1 “Challenged values & thinking regarding managing/assessing solutions” What was most helpful? Was very thought provoking. Lots of food for thought. Changing from managing a problem/issue rather than finding a solution. For us to dissect the question of thinking about navigating difficult decision-making. Discussion of risk assessment was very good. The model identifying vulnerability is useful in assessing safety and safeguard. Exposing (to some extent) the barrier imposed by service providers in putting OH&S etc. considerations ahead of client needs. The way the info was presented/the diagram safety vs. safeguards and the conversation that followed. Thinking about "safe risk". Identifying critical questions. Warrants deep reflection and is the catalyst for it. The client explained things well, but I thought this topic would be better following a discussion on what "community" actually is. Excellent. I'll use a lot of this stuff I've refreshed from this in future training I conduct - it’s so relevant (still!). Visual concept of the high/low road of vulnerability and duty of care. Makes one think about what and how we look at safety. Vulnerability - duty of care map. Made me think how we would like to do things, and how we actually do things and how these are different. Brought awareness to how we can support a PLWD make choices for their own well-being. Personal/professional and organisational tolerance for risk. Values-Based Leadership Development 51 Loved the "high road/low road". Will use that as a tool to test where we are coming from. Gave fuel to think about decisions made by the organisation and the impact on the individual/impact on outcomes for skill development of participant. Not to be exclusive, but aim for inclusive look at opportunities. The high road/low road model. Again – affirmation of the service providers regarding the right of choice for clients. The diagram was great and perfect to use to explain how we sometimes react to care services. Examples used were simplistic and good. Presented alternative models of managing risk in supporting people. Challenged values and thinking regarding managing/assessing solutions. Real issue in the sector and a great thing to challenge. This was great and resources will be utilised with support staff. The consideration that risk is often engineered out of service plans. Rather than avoiding risk it should be taken into consideration as a relevant factor in a person’s life. Making the right decision due to risks and duty of care. Diagram and walk through the journey – rethinking risk. Encouraging and enabling discussion – great to hear others’ views and perspectives. Discussion about safety measures – good or bad – life changing. Didn’t really think about it in this way before i.e. the high road/low road. Excellent easy to use framework to use and examine whether our services take the high road or low road. Awareness of duty of care and safeguards. Really made you think about how you as a person and organisation go about your daily job in regard to safety vs. safeguards. Overcoming hang-ups and setbacks. Up/down scenario surrounding risk – great for accommodation services and any service supporting someone in their home. Conceptually helpful as was the discussion. Very good – Why to look at Safeguards?? More questions than answers – good things. Loved the diagram “thinking about safe risk”. Rethinking what matters the most – mission vs. safety. Got me thinking about some shortcomings within our agency, that we should revisit asap. Values-Based Leadership Development 52 Again, showed a hidden need to understand and be mindful of. Trying to change the culture of a risk-adverse agency is a challenge. More help needed with this. Diagram – Safety/Safeguards raised questions – made me look at safety differently. Presenters – pictures and explanations. What could be done differently? Needed to do more on this as it is a huge issue and cultural shift for services. Would have liked a greater focus on the difference between safety vs. safeguards. The person’s needs and preferences have to be truly taken into consideration. Encourage use of one or two examples from within the group for discussion. A bit long on flow chart. Basic content – more interaction may have been useful. Very basic – pitched at inexperienced people and not management. Acknowledge the “givens”. Values-Based Leadership Development 53 Evaluation Question: How helpful was the material covered in Topic 5 – Values – How these fit with individual planning? Average rating for all workshops (10 = most positive) 8.1 “This reminded me that I need to remember the individual – the reason for my role in the first place” What was most helpful? Wide ranging discussion about various experiences called "Planning". Great discussion - actually felt that a couple of my understandings/notions were challenged (which I liked). Insightful into client’s needs - not just meeting targets or comparing paperwork - listening to what client wants. The fact that values are permanent and the client is the core person whose values need to be clarified. Part of all individual planning - goals and outcomes/safety concerns assessed. Thinking about institutionalised planning - great to be challenged about this. Great questions to take back and reflect upon. Realise and don’t make personal plans, but how important it may be to others. Video clips of clients/recipients and service. People-centred planning service delivery. General discussion by (anonymous) in the DVD. Most important. More so, individual being the main. Excellent again! Services are much better if they "fit" the person’s needs rather than "fix them". Extremely helpful! Have done a lot of work on this at our agency. Questions Robbi gave will definitely help us to improve further. Very interesting - food for thought. Most powerful session so far. Video was fantastic. Loved the discussion about "intervention vs. investment". Thinking about institutional planning vs. outcomes - how far is the person away from a "good life". Individual stories - again relating to own personal lives – confronting. Be mindful and value their home. Values-Based Leadership Development 54 This reminded me that I need to remember the individual – the reason for my role in the first place. Videos – How we plan for ourselves. Reaffirms how the staff and people living with disability are great creative thinkers who practice mindfulness regularly. People plan in different ways – just because people have a plan doesn’t mean their goals are being achieved. Very helpful, and challenged the way we do things which was great. Not using “one plan fits all” – using individual approaches for all. Affirmation that the services’ thought processes are on track but reality is not. Again the video stories, such a great tool for promoting valuable discussion. Material to start the conversation and how suitable our current planning processes meet the needs of the individual. Reinforcing that what’s wanted is simple – “ask us” – delivering this seems so different. Participant discussion was interesting. Video was good and gave good insight to how limiting service provision can be. Very informative but not overly useful to MH recovery planning. Think maybe in the next session it might be useful to discuss values e.g. the values of the work of the family and the person with a disability. Made me question organisational values. Good general discussion again. Great videos to cause discomfort, challenge existing practices and views / informing the discussions for the future. Important – but we were ahead of you in just undertaking a review of our planning processes towards outcomes. Reinforces what we do; good info however planning has been reviewed repeatedly for “best outcomes” suited to individuals within our services. Concept of “better life chances” rather than a good life Highlighted that everyone plans differently. Reminder that significant enhancement should be the result of planning. Discussion around different ways to engage individuals with planning and developing their life. Realistic approach. Discussion – hearing from families. Prompted what we knew – we could do better. Great discussion about planning and what is helpful. Opportunity to reflect the variables of planning – opportunity to think about what we do. Values-Based Leadership Development 55 Was great to have the discussion about the planning and how different services do this with participants. To explain the difference in terminology regarding a “good life” or “better life chances”. Different terminology. What could be done differently? Doing a practice role play of a good and not so good individual plan. Ways of services to do this with limited budgets/resources. Sometimes restrictions limit flexibility also there is the expectation of standardised feedback for ADHSC/funding bodies and how do we bring plans back to standardised structures. Are we being set up to fail? Given that the client is being empowered – the system does not allow for it – are they being or are we locked into the framework of 3rd party verification. This session covered basic knowledge. How can we do things better - in two groups with butcher paper? Clearer links to a values-base behind choices about how to do planning. Values-Based Leadership Development 56 Evaluation Question: How helpful was the material covered in Topic 6 – Values and navigating into community life? Average rating for all workshops (10 = most positive) 8.3 “Think navigating into community life is absolutely crucial – both for the person with a disability as well as the community” What was most helpful? Theory is great – implementation more difficult. Thinking about what is important to others/self. Opportunities for interacting. Good discussion re pushing the boundaries or our mindfulness and initiative. We're blessed with being able to access the community in so many ways - it’s taken for granted. Good terminology to use when working through with staff i.e. "1st place of community life". Very useful session and the expanded scope of community life concept. Three places of community life. Identifying "reality" of community involvement. Valuable discussion, assumption exercise well done - is it possible to have electronic copy of exercise? Made me think about a lot of the barriers organisational policies and procedures create. Interesting the 3 places of community life. Certainly magnifies the missing connections in some people’s lives. Difference that all are not the same. Examples were really good. Often think about 3 rd place but not often as a whole and what might be able to be gained by ensuring the participation. Material presented was reinforcing while encouraging productive thought into how we maximise PLWD opportunities to maximise their engagement in community. Credit group story = concept of community invisibility. Positive housing models. Values-Based Leadership Development 57 Notion of community and how we include people. Community life can be very much a defining factor in achieving a good life. Examples were great e.g. bowling alley/crochet circle. Invisible visibility. Good to reflect on current practices as opposed to what do we actually want to achieve. Idea of fellowship in a person’s life and the opportunity to connect is paramount. Best subject – very challenging which is what we need. Good examples of valued community involvement that really isn’t community involvement. Most services are not doing the good, although have tried. Maybe they haven’t had this explained yet? Found the conversation around connections fantastic. It made the whole of my experience over the two days “click” with me. Look into public transport including outings e.g. Brokerage clients? Look at ways to increase natural connections. This was not new material. Explanation of the impact on people’s lives with integrating into the community without any stigmas attached. Defining community life as in connecting people, how to evaluate outcomes. That there is an opportunity to expand on "goals" i.e. with Dallas - to develop community to look outside the square. Community connection questions – Life chances. Helpful simple discussion framework. The three places of community connection framework. Every aspect was illuminating and very helpful in terms of how to raise in your own service. Understood this all from previous information I have. Think navigating into community life is absolutely crucial – both for the person with a disability as well as the community. The several “case” stories generated lots of ideas and lines of discussion. Excellent presentation – robust discussion – thank you. Values-Based Leadership Development 58 What could be done differently? Courses offered to agencies to explain this would be great. Section was way too long and basic info could be removed. Angst (hang-up) around sheltered workshops and pods being in existence is not helpful. PWD choose these as there are limited other choices. We all share your ideals for people but getting people there is a long road and we need to make sure we don’t isolate people. Values-Based Leadership Development 59 Evaluation Question: How helpful was the material covered in Topic 7 – Enquiry into values and personalised support? Average rating for all workshops (10 = most positive) 8.2 “Interesting to look at our own values and how this relates to the people we support. How our own values can impact positively or negatively on those we support” What was most helpful? Examples were really helpful. A reminder of what service delivery in a human service is all about – helpful in an NDIS context. Explanation of the concept of "quality" checking if outcomes and quality are being delivered. Bring the values and personalised support back to the people we support. (Anonymous) and (anonymous) stories - particularly the analogy of Italy and Holland - was brilliant! Looking at organisation culture and transactions. Thin end of the wedge. Well prepared and clear presentations. Extremely good info to go back with. Interesting to look at our own values and how this relates to the people we support. How our own values can impact positively or negatively on those we support. Enjoyed the exercise – it will be great to undertake this activity with staff. Was reminded of instances where I have interposed myself in planning of “personalised” support. This was a great way of getting people to think. Loved the stories. Emphasised that people with disabilities have equal rights. We need to ask questions in relation to better life chances about our transactions. Again, personally discomforting when thinking of past and current practices in organisations. Values-Based Leadership Development 60 Group discussion very interesting. Good examples. Conversation about culture and values recognition of customer satisfaction. Very useful in bringing forward questions we should ask the organisation/services. How to think outside the box. First time failure is ok as long as you learn and try again. What could be done differently? Would like more focus on delivering quality outcomes which can be an important motivating factor. More stories - maybe also someone with a carer. This section was full on. Lots of information very valuable but exhaustive - not sure if it can be done differently (slower pace?). Listen … Remember it’s not about me. Bit less time spent on discussion of what makes good customer service experience. Values-Based Leadership Development 61 Evaluation Question: Do you feel better prepared to help your agency explore how values are integral to successfully using the NDIS to help people have good lives? Percentage who said “Yes” 91% for all workshops “I think the questions/discussions will be helpful to have with other staff and hopefully this will begin more thinking about values” Comments (“Yes” or “No” responses) We are a very small agency with client input but this was helpful – and will be used. Food for thought. I was misinformed about NDIS. Clearer on how NDIS will affect the people we support. Need to be mindful of finding out what people want and not what we want to provide. Is the NDIS mechanism ready to enable smooth transition or will people just be transferred from one box to another. Culture change process will be assisted with the questions asked. Have a few key questions to pose as a result of this workshop. Reflective questions to take back regarding organizational culture thoughts for disability service specifically. Yes - the workshop has answered a lot of questions and concerns I had. I think the questions/discussions will be helpful to have with other staff and hopefully this will begin more thinking about values. Feel I am able to help my agency consider its values and how values contribute (or not) to a good life. Unsure about what the NDIS entails? Still don’t know that much about NDIS – still unable to answer most client/client family questions. I am coming into a new role as a Board Member (background Social Work and Law) very keen to support the agency in particular to enable clients to have good lives. Not necessarily NDIS – but in a general way it is helpful. Lot of info that can be used in a “train the trainer” sense to ensure the information received and the training is brought back to the Values-Based Leadership Development 62 workplace to help ensure, through the NDIS, that the people have good lives. The questions posed at the end of each section helpful to begin the conversation back in my agency. Opportunity to refresh – what we do and how we do it. I would enjoy being in a team of co-workers that could present agency ideas on values required to succeed in working with NDIS. We do a lot of these ideas already as we are a small organisation but helpful to “test” for common improvement. Have many questions to ask and to look at to determine how we provide support that people want. Definitely learnings to bring into discussion and incorporate into practice/model. Provided exceptional insight and inspiration for the future. Good model of questions to ask and how to explore topics in groups. We have been having conversations and exploring all things related to NDIS within our organisation: no new challenges identified. Great two days to start the challenging self-examination as well as rethinking service practices. Familiar information - would have liked implementation strategies. We have been working on this and this will support our discussions. Has given me some useful new insights and reaffirmed many of my very own values which fit with where we should be headed. Will open discussion at leadership team meetings regarding appropriate language and hidden codes within organisation values and policies. Did not receive any new information. Not really. This workshop was an affirmation of what we already know. I’m not convinced that services will change what they are currently doing. Except maybe when they start losing customers. However, we have come out of this workshop with some important questions for our agencies. Although there are still a lot of questions that won’t be answered until we know what the NDIS looks like for us and the people we support. For sure! Lots of questions to ask and to challenge. Evaluation Question: Do you feel better prepared to help your agency evolve its practice accordingly? Values-Based Leadership Development 63 Percentage who said “Yes” 91% for all workshops “I feel like I have now a platform to work from with ideas to stimulate values-based leadership” Comments (“Yes” or “No” responses) Leading others to look at client/resident choices/needs and wants. Because they are supporting employees to learn about new ideas and initiatives and prepared to listen to and implement practices to promote better communication with current and potential service users. I leave feeling eager to get with it - inspired, invigorated and hopeful for the future. Everything we've discussed will be helpful in updating policies, procedures and possibly staff training which hopefully will help the agency evolve. Running workshops myself so this has been an excellent source of info and support! Feel we provide a holistic person directed/centred service but there is always room for improvement and opportunities to check we are staying on track. Will try and raise this at team meeting. Organisational attitude is quite set and not easily moved to change. Questions posed for organisations will help with strategic planning and future change. Conducting a similar discussion to get the people thinking outside the square/box. Great information to go back with and to change the culture of our organisation. Great practical information to utilise with staff on an ongoing basis. I do feel more confident in expressing my thoughts within my agency. Already was aware of this. This is where the information stops. Yes – more informed. I feel like I have now a platform to work from with ideas to stimulate values-based leadership. I want to connect more with clients and support workers. I have not mentioned room for improvement, but I really enjoyed the way both presenters stimulated the group discussions and thinking and evaluation of values-based leadership. Values-Based Leadership Development 64 Slightly – a lot of the thought processes we have already discussed in some form or other. More clarity about the questions to explore with colleagues. Could have included how changes will affect employees. Understood what NDIS will give people with disability but impact on employees wasn’t touched on. Clearer path. Yes and no – would like more tools to look more in depth of using values in leadership development. The last presentation, in being mindful of the questions we ask, was most helpful and practical. No new information - although well-presented and interesting for first timers. These days are only the beginning. Asking questions – changing our model. This was a very refreshing two days – stimulated me to look back and reflect on what’s really important to me in my role within the agency. I can incorporate many of the ideas and concepts into conversations with my staff. Much thought provoking info to be shared with staff. I have some tools to take back. Values-Based Leadership Development 65 10.0 Appendix C – Toolkit of Questions Topic About Leadership Good Life – Personal Histories Your Home My Workplace Key Questions Where does the idea of leadership appear in our agency’s structure and culture? Is it in role descriptions, is it described, is it talked about, is it encouraged? Is the centre of gravity of agencies around management or leadership? What values are being led? How is the goal of a good life described in our agency? Are the words used describing fundamental values, or are they code words for collections of underlying values? Is there a strong common understanding in our agency of what these values mean in principle and in practice? How do you know for sure? Do our agency’s goals and activities for the people it serves directly reflect the types of goals we have in our own lives, or are they somehow lesser? Where is the centre of gravity in our agency’s homebased support services? Is it with home or workplace? Is the control with the person or helper? How is our agency supporting staff to understand the multiplicity of elements that home represents for each of us? What guidance does our agency offer to support staff about what they should pay attention to? How is our agency resolving practical issues that safeguard worker wellbeing (or other external pressures) without surrendering or compromising the values of home and personal control? Values-Based Leadership Development 66 Topic Safety and Safeguards Values and Individual Planning Key Questions In general, what tolerance for risk does our agency have, and what tells us this? Is our agency’s work anchored on managing problems by putting safety measures in place, or on supporting life chances by applying safeguards? Who is making the decisions in our agency about risk, from what perspective, and is that advancing a person’s life chances or not? Do the people our agency seeks to help really own the plans that are crafted with them? What tells you our agency staff are definitely connecting with people’s circumstances and aspirations when planning, rather than focusing on getting the planning method done and ticked off? Are our agency’s planning methodologies and practices person-centred or service-centred, and how do we know for sure? Are our agency’s planning methodologies and practices focused on advancing life chances, and how do we know for sure? Is our agency planning actually resulting in gains in people’s life chances, and how do we know for sure? Values-Based Leadership Development 67 Topic Values and Navigating into Community Life Key Questions How is our agency supporting people to connect via ‘the first place’ (home)? For example, who opens the front door and provides the welcome? Does our agency’s accommodation service model constantly maintain and advance connection into community life? How is our agency supporting people to connect into community life via ‘the second place’ (work)? Does our agency’s employment service model or education model constantly advance people into valued community life? How is our agency supporting people to connect via ‘the third place’ (low-cost or no-cost places in mainstream community life where people gather)? Do our agency’s support models actively and routinely attend to opportunities for natural community connection? How can we be sure our agency practice is not putting people in ‘bubbles’, or creating ‘human backpacks’, or otherwise providing supports that hinder, insulate or otherwise get in the way of people advancing their ordinary community connections? Where is the question of authentic community connection continually posed in the work of our agency? Where is our reality check to test if we are truly assisting people into community connection? How can we be sure in our support services that it is not just our agency staff getting the community connections, rather than the people they serve? How can our agency truly discover the extent we are creating authentic connection and fellowship in Values-Based Leadership Development 68 Topic Key Questions people’s lives? Values and Making Support Personal How might our agency and our staff test the assumptions we carry about the people we seek to help (and how those assumptions are projected into our work)? Is it possible our agency, collectively or through individual views and actions, is lowering people’s expectations? To what extent is our agency delivering an authentic, exemplary, personalised service to people? What are the hang-ups in our agency or in ourselves? How do we currently respond to setbacks in our agency? What do we truly know about the transactions taking place in our agency’s name? How might we find out more? On balance, what are the main questions we tend to ask at our agency, and what does that tell us about our current direction? Values-Based Leadership Development 69 JFA Purple Orange ABN: 16 464 890 778 104 Greenhill Road Unley SA 5061 PO Box 701 Unley Business Centre SA 5061 t: (08) 8373 8333 f: (08) 8373 8373 e: admin@purpleorange.org.au w: www.purpleorange.org.au Values-Based Leadership Development 70