The Lee Institute Quarterly Newsletter 
Third Quarter 2014
In This Issue
Message from the President
Note from the Executive Director
Project Spotlight
American Leadership Forum Update

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Message from the President

Cyndee Patterson, President

 

Cyndee Headshot

During last month's inter-city trip to Minneapolis - an annual event of the Charlotte Chamber that I always look forward to - we learned about the Itasca Project.  This idea, which is described as an "employer-led civic alliance focused on building a thriving economy and improved quality of life in the Minneapolis-St. Paul Metropolitan area," has generated a lot of buzz back home, including this editorial in the Charlotte Observer.

 

At The Lee Institute, this idea intrigues us for a few reasons - not the least of which is that it reflects the heritage and tradition of the community leadership of Bill Lee, for whom we are named.  Many people can see the establishment of something like this gathering of CEOs as a way to harken back to the time of "The Group."  While the impact of the people involved in building Charlotte in the '80's and '90's can't be denied - where would we be without the leadership of Hugh McColl, Ed Crutchfield, Rolfe Neill, John Belk and our very own Bill Lee? - at the time, some community leaders felt excluded by "The Group."   One of the interesting things about the Minneapolis model is that it includes CEO's from the other sectors --- public and non-profit --- and has a mechanism for including a broader array of community leaders as members on any task force that is created to study and advance a specific issue.


The goal of the Itasca project is to bring together a group of CEOs to work on core economic issues including socio-economic disparities - an area that is getting a great deal of attention in our community lately.  In fact, at The Lee Institute we are engaged in two aspects of economic health - supporting the Mecklenburg County Task Force on Poverty and Economic Mobility and in a review and consideration of the best and most efficient way to continue to advance economic development. 

 
The use of an engagement model - something The Lee Institute uses often, particularly in a "task force" format - with a collaborative approach also seems like a great idea.  We also appreciate that their model includes looking at best practice and gathering fact-based information for people to consider.   We often call that the "discovery" phase in our work.

 

Finally, we know that in Charlotte a group of leaders can come together, as they did with the Future of the Library Task Force and the Cultural Life Task Force, and based on facts and best practice make recommendations that can advance the specific subject area of their work for the betterment of our community.


It's an interesting idea - and one worth considering. The goal is to work together - and work faster and more efficiently in a collaboration.   An interesting final tidbit: This effort in Minneapolis is named after Itasca State Park - where leading business people in the '50's and '60's would congregate in the summer and talk about improving their region.   I'm not sure we have a "place" like the state park, but the Catawba River that created our lakes has been an important legacy for the growth of our region --- so the "Catawba Project" anyone? 

Note from the Executive Director
Andi Stevenson, Executive Director  
 

Some of the most inspiring projects at The Lee Institute are the citizen task forces that we support through process design, research and facilitation. These dedicated groups include Charlotte-Mecklenburg community, corporate and government leaders from all backgrounds, working together to tackle critical issues that affect our prosperity and quality of life.

 

Three recent and current projects highlight the breadth of civic leadership in Charlotte-Mecklenburg and the wide range of task forces working to turn our shared desire for a better community into reality.

 

Cultural Life Task Force

Last month, the Cultural Life Task Force issued its recommendations for funding a sustainable, thriving cultural sector in Charlotte-Mecklenburg. 

 

The CLTF studied and recommended funding models for the public and private sectors and for the Arts & Science Council, as well as outlining needed investments in cultural groups' fundraising and marketing capacity.

 

You can read the CLTF final report and recommendations here.

 

Third Grade Reading Action Team

Reading proficiency at the end of third grade is a key indicator of future academic success, graduation rates and college attendance, and Charlotte-Mecklenburg has the potential to invest in its children's literacy and strengthen its future workforce and community.

 

Led by committed funders and education experts, the Third Grade Reading Action Team began its work in the spring, focusing on ways to raise childhood literacy levels across the county.

 

Mecklenburg County Task Force on Poverty and Economic Mobility

Later this year, this task force will begin its work studying ways to reduce poverty and improve economic opportunity for Mecklenburg County residents.

 

The Task Force was created by Board of Commissioners Chairman Trevor Fuller in the wake of a national study that ranked Charlotte 50th of 50 large American cities for its residents' economic mobility.  

 

The Lee Institute congratulates the conveners, leaders and members of these task forces for their commitment to community leadership and collaboration in service of the greater good.

Project Spotlight - First Presbyterian Church and Westerly Hills Academy

Chrystal Joy, Director

 

This spring, The Lee Institute was honored to be engaged by First Presbyterian Church of Charlotte to conduct its first partnership needs assessment with Westerly Hills Academy.


First Presbyterian Church and Westerly Hills Academy, a Title I public school in the Charlotte-Mecklenburg Schools system, began their partnership in 2000 with the goal of providing support to the students and staff at the school as part of the Church's mission to "put faith into active fellowship."  With new leadership in place at the church and the school, along with four newly added grade levels, this provided an ideal time for the two organizations to look at opportunities for strengthening their relationship and providing greater impact in the community. 


To obtain broad stakeholder input, we designed a process that engaged staff and volunteers at First Presbyterian Church, Westerly Hills Academy, and Building Educated Leaders for Life (BELL), along with staff members from Charlotte-Mecklenburg Schools who work with both parties on student programs.  We were able to collect diverse perspectives through interviews, focus groups, and online surveys, focusing on strengths of the partnership, challenges the groups are currently facing, and opportunities for even greater impact for students and their families.

 

First Presbyterian Church and Westerly Hills Academy join a growing list of clients who are looking to evaluate their programming using stakeholder engagement processes designed by The Lee Institute.  This type of assessment allows our clients to hear qualitative and quantitative feedback from program providers, partners, funders, and participants.

 

The Lee Institute then takes that data, identifies themes, and develops recommendations for how clients can move their organizations and programming to a place of greater efficiency and responsiveness, stronger relationships, and more positive change in our community.


We are moved by the work that is being done within the partnership between First Presbyterian Church and Westerly Hills Academy, and we expect great things to continue to come from this collaboration.  

American Leadership Forum Update

Robbie Howell, Director

 

Robbie Headshot

Class XV                                              

 

Happy summer, everyone.  It was a busy spring for ALF Charlotte Region with the graduation of Class XIV and the recruitment of Class XV.  A big round of applause goes to the following people who completed the program to become our latest group of Senior Fellows:  

  

Steven Antonakakis

TIAA CREF
Doug Benson 
Foundation For The Carolinas
Kim Beal
Capgemini
Jason Bernd
Novant Health
Michael Bryant
Mecklenburg County Governement
Marcie Davis
Microsoft
Tiffany Flowers
KIPP Charlotte
Franklin Freeman
ASPIRA
Mike Giang
Holy Angles
Sharon Harrington
Johnson C. Smith University
Rick Howell
City of Shelby
Chrystal Joy
The Lee Institute
Barbara Maida-Stolle
Goodwill Industries
Alisa McDonald
Duke Energy Foundation
John Schooley
Carolinas HealthCare System
Alex Sewell
Town of Wadesboro
John Smail
UNC Charlotte
Carol Spalding
Rowan Cabarrus Community College
Molly Thompson
YMCA of Greater Charlotte
Todd Walker
The Duke Endowment

  

Do you remember Orientation?  August 14 will mark the beginning for Class XV.  Bob Stout will join us to talk about preparing for Outward Bound and Jeff Michael will share his thoughts on the region before we move into our ALF tradition, the 7 Minute Introduction.  It is shaping up to be very diverse and talented group.  As of today, this class represents 8 counties and is split down the middle between male and female participants.  We hope to have all slots filled by the end of July, so look for Class XV in our next newsletter.

 

ALF Senior Fellows                                             

 

Front row: Michael Cheng, Mark Hudson, and Larry Wilson
Back row: Shearra Miller, Mary Accor, Sallie Craig, Betsy Fonvielle, Rick Howell, Kendalyn Lutz-Craver, and Earl Lut

This year, we made 

a big push to invite Senior Fellows to join us for lunch when we were holding class in our outlying counties.  To the right is a picture from our "Leadership for Change" day led by Anne Udall and hosted by Shelby City Manager, Rick Howell (ALF XIV).  The photo  was taken at the Earl Scruggs Center that just opened in downtown Shelby. 

 

In April, Senior Fellows were given the opportunity to take part in a breakfast seminar at the Duke Mansion led by Kevin McCarthy, a member of our national faculty.  His talk was titled Emergent Change in Society and Organizations.  For the past several years, one of the new "trends" integrated into the ALF curriculum is around Otto Scharmer's Theory U, a new perspective on emergent change.  It's a model based on having a diverse group of people spending time in quality conversation in order to have an open mind to be able to see new ideas as they emerge.  An executive summary of Scharmer's work may be found here

ALF Senior Fellows at the Landsford Canal State Park

 

Senior Fellows were also invited to Landsford Canal State Park to kayak among the Rocky Shoal Spider Lilies.  This has become an extremely popular event.  We are looking for ways to add more time slots to next year's adventure and would love to have you join us.

 

Would you like to get together with Senior Fellows from your county and/or your classmates?  So far this year, Class VII and VIII have hosted lunches, and Class XII and XIII have met for Happy Hour.  It's a very easy way to stay in touch with your classmates, and I am always here to help in the planning. 

 

ALF Advisory Committee                                   

 

We are also in the process of re-establishing the ALF Advisory Committee.  This committee will help identify candidates for recruitment, help with scholarship fundraising and serve as advisors on current curriculum content and facilitation.  This group will meet 2-3 times per year.  If you are interested in serving on the Advisory Council, please let me know.

 

Everything We Know About Leadership          

 

Have you purchased your copy of Everything We Know About Leadership yet?  The book is focused on the five values of the American Leadership Forum - primacy of relationships; appreciation, exploration and inclusion of diversity; dialogue, collaboration and consensus building; service to the public good; and inner reflection and personal growth.  Please visit this site to learn more about the book and the collective efforts of ALF chapters to start a national dialogue.


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