The Lee Institute Quarterly Newsletter 
Fourth Quarter 2014
In This Issue
Message from the President
Note from the Executive Director
Project Spotlight
What We Are Learning
American Leadership Forum Update
Duke Mansion

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Message from the President

Cyndee Patterson, President

 

Cyndee Headshot

In November, we gathered with our group of Colonnade donors - people who provide leadership support for The Duke Mansion and The Lee Institute. When I thought about what I wanted to say to them about the work of The Lee Institute, I was struck - in the best Peter Block tradition - by a thought that often crosses my mind. Sometimes, I like to think that our greatest strength at The Lee Institute is our ability to connect the dots. We seem to find ourselves in a wide variety of places that somehow all connect.

 

For example, right now, we are involved in the consideration of the creation of a special CEO group - for now called the "Catawba Project," based on a similar initiative that we learned about in Minneapolis which I have written about in an earlier column. We are doing this work with the generous support of the Olin Nisbet Action Fund created by friends, family and admirers of Olin. The fund is designed to help us work on projects without an early identified funder. One of the potential focus areas of the Catawba Project is economic opportunity. At the same time, Andi Stevenson, our Executive Director, is facilitating and designing a Task Force on Economic Opportunity. And, finally, we are working on a Catalyst Fund effort to think about how economic development might be done most effectively. Imagine - three projects all at the same time and all about jobs and opportunity. Is there any other single focus area that could, potentially, make a greater difference for people throughout our region? I can feel Bill Lee smiling somewhere.

 

That night we welcomed Lynn Good, president and CEO of Duke Energy as our speaker. You can imagine what that felt like as the evening seemed to complete the circle of leadership that was begun by Buck Duke and advanced by Bill Lee. It is a great reminder of why the connection between the history of The Duke Mansion and the work of The Lee Institute matters. Best wishes to you for a wonderful holiday season and a healthy and happy New Year. 

Note from the Executive Director
Andi Stevenson, Executive Director  
 

As we enjoy the season between Thanksgiving and the start of the new year, The Lee Institute joins in the warm spirit of reflection and gratitude by celebrating a remarkable 2014 in our world:

 

Statewide Service

This year produced a major expansion in our statewide project work, serving clients including Arts North Carolina, the Parkinson Association of the Carolinas, the Lupus Foundation of America (North Carolina Chapter) and the Crohn's and Colitis Foundation of America (North Carolina Chapter). We were honored to traverse Charlotte and the state to serve them and their supporters.

 

Community Voices

In 2014, a primary focus of our work was on facilitating and supporting community task forces tackling some of the region's most important issues. The Charlotte-Mecklenburg Cultural Life Task Force completed its work in June, and the Third Grade Reading Action Team finalized its work in early fall.   The Economic Development Task Force's work is ongoing, and we continue to plan for the early 2015 launch of the Task Force on Economic Opportunity. In each of these projects, we assist community leaders committed to creating a more vibrant, inclusive, globally competitive Charlotte-Mecklenburg.

 

Diversity

This year brought new projects in an increasing wide variety of fields, particularly health, the environment, urban planning and transportation, arts and culture, and literacy. From the individualized tutoring support of Augustine Literacy Project to the 60,000 residents served by the Stanly County Board of Commissioners, and from the 65-person Community Cycling Dialogue hosted by the Knight Foundation to the 8,000 people engaged in the CONNECT Our Future initiative, our clients worked on both intimate and expansive scales and on issues that touched every corner of our region.

 

We are immensely fortunate to have had an inspiring and fascinating 2014 serving more than 40 community clients. From the entire Lee Institute team, we offer you our wishes for a beautiful holiday season and a new year filled with family, friends and the causes and organizations that inspire you. 

Project Spotlight - Arts North Carolina

Sarah Hejma Fargusson, Associate Director and Research Manager

 

For the past six months, The Lee Institute has been delighted to support Arts North Carolina in the development of a new strategic plan as they focus on the future of this critically important statewide advocacy organization for the arts.

 

In June, a ten-member Strategic Planning Committee met to begin crafting a new mission, vision and strategic framework for the organization over the next three years. As part of this process, it was essential for Arts North Carolina to hear from their members and key stakeholders in order to assess their perception, strengths and challenges. The Lee Institute conducted two separate surveys -- one with Arts North Carolina Board Members and another with the chief executives of its Member Organizations - to hear about the organization's future from a variety of different perspectives. To supplement these results, Strategic Planning Committee members interviewed more than a dozen external stakeholders, including peer arts advocacy organizations, elected officials, funders and North Carolina arts and civic leaders.

 

The Lee Institute facilitated three work sessions for the Committee, in which they developed new mission and vision statements and five key strategic goals. The recommended mission, vision and goals were presented to the full Board at their day-long retreat in Charlotte in late October. The Board unanimously supported the Committee's recommendations and praised its work, which it then built upon by drafting practical strategies to achieve each of the goals that will drive Arts North Carolina's future growth and success. 

 

We applaud the Arts North Carolina Strategic Planning Committee and the full board of directors for creating a dynamic, ambitious strategic plan in a collaborative, inclusive way.  We look forward to watching this energized statewide group implement the new plan and provide even greater value for the North Carolina arts community.  

What We Are Learning - Your Authentic Style

Chrystal Joy, Director

 

The Lee Institute believes that investing in the development of individuals and teams is essential to strengthening any organization, including our own. Recently, Sarah Hejma Fargusson (Associate Director and Research Manager) and I had the opportunity to participate in a communications training session held in Charlotte and led by Lou Solomon.

 

Lou Solomon is a friend, colleague, and founder of Interact, a firm that specializes in making Fortune 500 CEOs, managers, entrepreneurs and other individuals better communicators by drawing out their authentic styles. Lou and her team offer a two-day course, open to the public several times a year, based on Interact's acclaimed knowledge on how to build confidence, command and charisma in your own style of communication.

 

The class, called "Your Authentic Style™" or YAS, focuses on helping each participant utilize his or her unique speaking style. Interact's instructors believe that while many things can be learned, honing your natural strengths is the most effective way to become a better speaker. Lou shared a few surprising statistics with our class:

 

What conveys attitude and sincerity:  7% your words, or what we say + 38% vocal tone and inflection, or how we say it + 55% visual cues

(eyes, smile, facial expression, and body language).

 

These statistics illustrate that the success of speaking to a group, giving a presentation, or facilitating a difficult conversation begins with how you show up in front of the room.

 

To emphasize this point, the Interact method consists of video-taping participants during a number of brief conversational presentations over two days to help individuals focus on their strengths and practice the lessons learned during the course.  Using video-taped recordings of these presentations, participants see how their presence in the room changes, helping them  better identify and utilize individual strengths.  This, combined with feedback from other participants and instructors, helps to create a dynamic speaking style unique to each person. Sarah and I look forward to continuing to hone our own authentic speaking styles as we serve the Lee Institute's clients and our community.

 

For more information about Interact and "Your Authentic Style™", please visit: www.interactauthentically.com   

American Leadership Forum Update

Robbie Howell, Director

 

Robbie Headshot

Happy holidays!

 

I am pleased to introduce you to ALF Class XV. They kicked-off the year with their 7-minute introductions in August and everything has fallen into place since then. We have visited KIPP Charlotte, Hornwood Manufacturing Company in Lilesville, Table Rock, The Stratford-Richardson YMCA, The Earl Scruggs Center in Shelby, and CaroMont Health in Gastonia. As you can tell by our diverse meeting locations, the class' focus has been on regionalism and the pressing issues our communities will face over the next twenty years. Michael Gallis, a thought leader in global economic change, shared his perspective on the factors affecting our region. This presentation was followed by a panel discussion with several Sr. Fellows deeply involved in community issues - Charlotte Assistant City Manager Debra Campbell (class III), Stanly County Commissioner Lindsay Dunevant (class IV), The Charlotte Chamber's Natalie English (class XI) and York County Economic Development Director David Swenson.

 

Class XV: From left: Deborah Walker, Andi Stevenson, Ellen McIntyre, Todd Swaringen, Laura Casoni, Tonya Belton, Jenni Gaisbauer, Tara Keener, Gina Castleman, Harold Rice. Back row from left: Dale Dove, Lucy Dean, Andre' Laurent, Amber Brown, Dave Dove, Jeff Ledford, Kelvin McMillan, Alex Mullineaux, Mark Chudzicki, and Wesley Horne.

 

As we continue to meet in locations throughout the region, we are inviting Sr. Fellows from those areas to join us for lunch. This is a great opportunity for Sr. Fellows to reconnect with each other as well as engage with the current class. So far, attendance has been amazing. We'll be heading to Albemarle in January and hope to see many of you Stanly County fellows then.

 

We are also encouraging Sr. Fellows to reconnect with their classmates. So far this fall, Class XIV held a graduation celebration at the US National Whitewater Center and will be meeting this week to tour the new Duke Endowment headquarters. Class XIII meets on a quarterly basis for a happy hour followed by dinner for those available. Class XII met recently for lunch a few weeks ago to celebrate the holidays. The ladies of Class X celebrated the engagement of Becky Farris. Class VIII gets together for lunch whenever someone sends out the invitation, and Class VII is meeting soon to toast Kristin Bradberry upon receiving the Charlotte Hornets My Hero award 

 

Thank you to everyone who has participated in our annual Fall fundraising appeal. If that pledge card is still sitting on your desk, it's not too late. You can still mail it in, or you may make a secure online contribution to help support our scholarship fund.

 

Whether it's through giving, attending an event, or simply staying in touch, I am truly thankful for you and your continued support of ALF Charlotte Region.  

 

In the holiday spirit yet? This will get you there. Jason Allen (ALF Class XIII) and his son have created an electric light show synced to music. It runs every night from 7-8 pm. Jason's address is 10820 Bay Hill Club Drive, Charlotte 28277. Pack the car with family, neighbors and friends. It's definitely a sight to behold.  

Duke Mansion

New Year's Eve Celebration 

 

Join us for a historic New Year's Eve Celebration as launch The Duke Mansion's 100th Anniversary celebration on December 31, 2014 from 8:00 pm - 1:30 am. 

 

Be greeted with champagne and cocktails on arrival along with Hors d'Oeuvres.  Enjoy a seated dinner in a beautifully decorated heated tent on the McGuire Lawn featuring the cuisine of Executive Chef Harrison Booth. Enjoy an amazing historic dessert along with a cheese course, coffee service and cordials.  Dance the night away to That Guy Smitty with a special toast at midnight and a late night breakfast.

 

Make your reservation: [email protected] 704/714-4445

$515 per couple


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