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Thriving Legatus Forum | February 12, 2019

Join the Janiczek Wealth Management workshop featuring Joseph J. Janiczek and Mike Sullivan for a moderated discussion. Share your ideas and concerns about a thriving forum. Format includes member updates, spiritual reflections, and discussion topics. Don't miss the opportunity to grow in your faith and commitment.

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Thriving Legatus Forum | February 12, 2019

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  1. Janiczek Wealth Management 6th Floor Workshop February 12, 2019 11:30 AM–1:00 PM

  2. WELCOME Joseph J. Janiczek Mike Sullivan Thriving Legatus ForumFebruary 12, 2019

  3. FORMAT Moderated Discussion ... Please share your best ideas and your biggest concerns Thriving Legatus ForumFebruary 12, 2019

  4. LOGISTICS • If you are joining us online or via phone... • Text or email your comments and questions to • 303.667.4372 sharisul1960@icloud.com Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  5. What is a Thriving Forum to You? Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  6. What is a Thriving Forum to You? MEMBERS Total Giving (selfless love) Total Honesty Total Commitment GROUP Healthy Function (including conflict resolution) Healthy Communication HealthyParticipation AND... Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  7. What is a Thriving Forum to You? OUTCOME Each member continually grows in their ability to know, live and share our faith in Jesus Christ our Savior and Lord with maximumprogress toward perfection. No complacency...ever!!! Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  8. What is a Thriving Forum to You? Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  9. Mike's"BEST OF"theTraining Manual EXTRA! EXTRA! Full copies of the Training Manual & slide deck are available as you leave. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  10. Forum Meetings • Opening Prayer • Statement of Confidentiality • Member Updates • Member Spiritual Reflection • Discussion Topic(s) • Member Special Intentions • Closing Prayer Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  11. Forum Meetings Member Updates • 3-5 minute business and personal update since last meeting. • Should not be interrupted. • If there is an important issue put it in the “Parking Lot.” • Should be “Timed.” Purpose • Gets each member talking. • Makes us more aware of each other. Alternatives/Ideas • 2 minutes best and worst that has happened to member since last meeting. • Icebreakers Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  12. Forum Meetings Member Spiritual Reflection • “Moment closest to Christ.” • Special encounter with God. • Interesting homily or religious talk heard. • Recent spiritual reading. • Member’s participation in other religious groups. • Member’s act of charity. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  13. Forum Meetings Discussion Topics • Can be pre-planned from previous meeting. • Can be developed from “Parking Lot issues.” • Best for the “Presenter” to circulate materials to other members in advance, if appropriate. • Outside speaker/expert can be invited for Discussion Topic then excused. Using the “Parking Lot” • List each important item from member’s update. • Categorize them as to general or individual topics. • Prioritize topics via voting process, to determine which will be discussed, which will be held over. Urgent problems take precedence over pre-planned discussions. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  14. Norms and Bylaws For a Forum to be successful it’s key that essentially unanimous agreement be reached amongst the members to these topics. Each of these topics should be discussed in sufficient detail so that each member can fully agree to and commit to the topic. • Member Commitment • Confidentiality • Meeting Logistics – Frequency, Duration, Location, Time of Day • Leadership – Facilitator should change annually • Mandatory Annual Retreat This topic is key to commitment. What works best for EVERYBODY? Start off with an agreement on these topics. Very likely there will be adjustments made by consent of the Forum, over time. Keep tweaking this if necessary so that the logistics work. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  15. Member Commitment Attendance • 100% attendance is expected • Decide on max number of allowed absences • Call-in conference phone numbers for travelers Late arrival/ early departure • $20 “late fee” ??? Meetings start/end on time • Everybody needs to depend on the schedule No cell phones/ calls/ emailing/ texting • Check cell phones at the door. If this Forum meeting isn’t the very best use of two hours of your time, each month, what changes do we need to make it so? Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  16. Annual Retreat The sooner you plan for and have a retreat with your Forum, the faster your Forum will really form. Probably best to start earnestly planning by your second or third Forum meeting. The Retreat can be a mixture of Social, Spiritual, and Forum business . It can be a time to review norms and bylaws, assess what is really “working” and what may need adjustment in your Forum. “If this isn’t the best use of two hours in your month…”, decide on next years Forum “Focus”, a topic picked by Forum members that is a general theme for our upcoming meetings. Retreats are best if they are overnight someplace and can last 24 hours to a couple of days depending on the desires of the Forum. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  17. Forum Roles and Responsibilities Facilitator as moderator • To create and maintain a safe environment. • To manage the process. • To keep the presenter and members focused. • To act as role model for members. Facilitator as administrator • Publishes meeting schedule. • Sees to it meeting notices are sent. • Prepares agenda. • Keeps track of attendance. • Assigns prayer leader, scribe and timekeeper. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  18. Forum Roles and Responsibilities Presenter • To be aware of objectives and expectations • To be open and honest • To be vulnerable and take risks • To be willing to ask for support and to be supported. • State what the Presenter wants from the other Forum members… just listen, offer comments and advice, prayers? Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  19. Forum Roles and Responsibilities Member • To be available and supportive. • To focus on both the person and the problem. • Don’t interrupt the Presenter • To listen with the heart, as well as with the head. • To avoid being judgmental. • To avoid trying to fix, cure, heal, convert, or control presenter. • To avoid trying to tell presenter the solution to the problem. • To ask thought provoking questions to help presenter find his or her own answers. • To share personal examples that will provide possible insights and alternatives, and will let presenter know that others have had similar experiences and survived. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  20. Forum Warnings Member • Low attendance / poor punctuality • Low trust • Superficial presentations • Poor knowledge of fellow members If this Forum meeting isn’t the very best use of two hours of your time... Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  21. Easy topics • Conflict avoidance • Sharing and caring • Energetic • True friends • Interdependence Stages of Forum Development Meeting • Show and tell • Low emotional investment • Members unfamiliar with each other Group • Some risk taking • Mutual trust • Learning about each other Forum • Real dilemmas and aspirations • Absence of constraints • High acceptance among members Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  22. Forum Keys to Success Confidentiality • The members must be confident that any information shared in the forum will be held in complete confidentiality. Commitment • The members must be present, on time and available. Membership • The forum must be free of conflicts of interest, (i.e. business, family, and integrity issues) Leadership • The facilitator must create a safe environment, facilitate the process and model the way. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  23. Forum Keys to Success ParticipationMembers must demonstrate the four stages of being • State of Acceptance: Free of judgment, evaluation, analysis and criticism. • State of Self-Disclosure: Open, honest and vulnerable. • State of Service: Other-focused vs. self-centered, asking “How can I contribute?” vs. “What’s in it for me?” • State of Responsibility: Accountability for one’s own thoughts and feelings as well as what is going on with the group. Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  24. What are your best ideas? MemberRelationshipBuilding MeetingFormat SpiritualEnrichment Retreats Member IssueDeep Dive Don'ts HealthyFunctioning and Growth FacilitatorBestPractices WILDCARD Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  25. What are your best ideas? • Survey Highlights • Purely social time (Happy Hour, etc.) • Dinner events • One-on-one lunches • Golf / sport / fun MemberRelationshipBuilding Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  26. What are your best ideas? • Survey Highlights • Geographically centered, smart time • Women tend to prefer at homes • Men tend to prefer at offices • Intentional format with some flexibility • Encourage vulnerability (critical to substance) • Phone/video conference for out-of-towners • Facilitator-keep productive and marshal issues (overly talkative or dominant members elegantly cut off) • Timekeeper MeetingFormat Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  27. What are your best ideas? • Survey Highlights • Inspired talking point (members answer a common spiritual question • Pull back the veil moment (members share a deep spiritual experience) • Volunteer together at a spiritual event (Christ in City, Planned Parenthood prayer, etc.) • Directed content (Formed, Presence, etc.) • Guest speaker (for a portion of the meeting) SpiritualEnrichment Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  28. What are your best ideas? • Survey Highlights • Retreats are absolutely necessary • Even a "day retreat" is better than no retreat. • Keep it relaxed and comfortable with plenty of social time. • Spiritual speaker is key • Locations: mountain homes, Glen Eyrie, Singing River Ranch, YMCA of the Rockies, Garden of the Gods Club • Tie in fun events—hiking, golf, etc. Retreats Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  29. What are your best ideas? • Survey Highlights • Pull from check-ins and prioritize; keep parking lot if needed. • Facilitated deep dive (member interviews off line and presents on their behalf at the next meeting) • Recommended resources (the best "who" to contact) Member IssueDeep Dive Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  30. What are your best ideas? • Survey Highlights • Anonymous survey to openly discuss satisfaction levels and confront/solve nagging issues. • Annual deep dive—how are we doing? what can we do better? • Address problems as they arise—no sweeping under the rug. • Open, honest dialogue and listening and action to resolve versus losing a disgruntled member. • Don't be isolated; learn from other forums. HealthyFunctioning and Growth Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  31. What are your best ideas? • Survey Highlights • Don't become a clique within the Chapter • Don't under-manage the meeting flow • Facilitator MUST manage updates and marshal dominators • Don't ignore disengagement; address inactive, inconsistent members in a loving way. • Don't be closeminded about adding new members. • Don't accept a ho-hum experience. Don'ts Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  32. What are your best ideas? • Survey Highlights • Start on time. End on time. • Keep meeting flowing and participation of all high • Set tone to avoid interruptions (keep check-ins as "you have the floor" time) • Send reminders and set agendas • Address issues • Proactively arrange retreats, social events, new member discussions and invitations. FacilitatorBestPractices Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  33. TOOLS TO HELP Thriving Legatus Forum February 12, 2019 303.667.4372 sharisul1960@icloud.com

  34. Thriving Legatus Forum February 12, 2019

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  37. WRAP-UP What is your BIGGEST takeaway? How will you bring new ideas backto your forum to help it grow? Thriving Legatus Forum February 12, 2019

  38. THANK YOU and Closing Prayer Joseph J. Janiczekjoseph@janiczek.com Mike Sullivanmikesullivan2@me.com Thriving Legatus Forum February 12, 2019

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