Refreshing your monthly updates

I was recently told by a forum moderator: “Our update quality is varied from member to member, with more of them becoming travelogues, rather than getting into the heart of the emotional impact and significance.”  The moderator asked how to reframe and refresh their updates.  Following are a few ideas:

  • Set the tone that forum updates are about the issues and challenges you can’t share anywhere else (what we sometimes call the top 5% and bottom 5% of your life). The acronym that summarizes this is MITy WISE:
    • Most Important Things
    • Why it’s important
    • Impact personally
    • Significance for you personally
    • Emotions you are feeling
  • Especially appropriate for the beginning of a new year: Try annual, instead of monthly updates. See this earlier blog post for more details.
  • Flip the format of updates: Ask that members start with the emotion they are feeling, then why the emotional feeling is significant and important, and only then share the facts.
  • Do another round after completing your standard updates. See this blog post for the prompts to use.
  • Try a different update format such as those available in the Alumni Forum Services Resource Library.

Best practices when a new member joins your forum

When a new member joins your forum, you are eager to have it go smoothly for both new and veteran members.  Consider following as many of these practices as you can:

  • Before the new member attends his or her first regular meeting, have a couple veteran members meet the new member for coffee. This provides a chance to review the forum’s typical agenda, meeting schedule, and other norms, and answer any questions.  If in-person isn’t possible, schedule a phone call, fold these points into the first meeting, or set a follow-up before the second meeting.
  • Begin the first meeting by asking each member, new and old, to commit or recommit to forum confidentiality.
  • Substitute an integration exercises for one of your usual presentation slots.   This might be “Lifeline,” “If you really knew me…” or other new or previously used exercises.
  • Plan on the new member participating in updates just like everyone else.  Veteran members can model the process.
  • Encourage the new member to present relatively early in their membership, not necessarily at the first meeting, but don’t wait six months.
  • Assign a “buddy” to the new member to meet for coffee or a meal before the second meeting.

Bob Halperin

Icebreaker ideas and conversation starters

Forums are always looking for challenging and thought provoking questions which lead to deeper understanding and greater trust, and may suggest possible presentation topics.  Following are some questions to consider using at your next meeting.

  1. Tell me a time when you felt great shame that you have not told anyone about before.
  2. What are three names you have been called over the course of your life, and why.
  3. When you were growing up, what did you really want to be?
  4. Tell us about the last time you were inspired.
  5. What stories do you hope people will share at your retirement party?
  6. What role in your life do you feel least qualified for?
  7. Do you think a nuclear weapon will be used again in your lifetime, and how do you feel about that?
  8. Which parent influenced you the most?
  9. If you had to pick one person with whom to spend a long time on a desert island, whom would you choose?
  10. If you suddenly inherited $1million, what would you do with it? For the portion you put into savings, how would you allocate it?
  11. What were your New Year resolutions this year?
  12. If I could redo my summer, I would have…
  13. If you were to go back to school, what would you study and why?
  14. If you were to be cremated when you die, what three places would you like your ashes to be spread?
  15. What is your family’s burn rate, and how many months could you go with no further income?

Dealing with an urgent issue – you don’t need to wait until your next scheduled meeting

When a forum member has an urgent issue to present and the group’s next meeting is not scheduled for sometime, consider arranging an emergency meeting.

Some guidelines:

  • Since the purpose of the meeting is only to have a single presentation, it will be shorter, somewhere between 30-90 minutes long.
  • It may be held either in person or via conference call.
  • Because the meeting is scheduled on short notice, and in order to work for the presenter, attendance is optional, and missing the meeting does not count as an official absence.
  • You can still follow the standard presentation format in this special meeting (e.g., coaching if time allows, communication starter, presentation, Q&A, experience sharing)

In the four years my forum has been in existence, we have had two emergency meetings of this type.  Both were arranged as conference calls on Saturday morning at 8:00 am because that was the time when we could get the most members.

Bob Halperin

Attending your Forum meeting virtually – the right way to do it

Sometimes when you can’t join your Forum in person, you might actually be available for some or all of the meeting, just not able to get to the meeting venue on time.

If remote participation is the only choice, do it the right way:

–          Establish a video, not only an audio, connection whenever possible (e.g., Skype, WebEx, Google Hangout).  Even if you can’t see everyone else, your Forum mates will value seeing you

–          Ask the moderator to give the speakerphone or computer a “seat” at the table, so you can be easily called on

–          Maintain focus – refrain from any distractions just as if you were physically present (no checking email or working on non-Forum business)

–          Remind the moderator to actively control the flow of the meeting to ensure you can get into the conversation

–          Ensure that you are in a quiet, private location with no interruptions

–          If you can only attend part of the meeting, give priority to the Updates portion, being present to share your own significant issues and hear from other members.

And what’s the wrong way to participate virtually?  It’s the way many of us attend conference calls: in a distracted, multitasking mode with our minds only half on the call.

If you can be fully present, following the guidelines above, your Forum will appreciate the extra effort you made to engage with the group.

 Bob Halperin

Once a year – try ANNUAL, instead of monthly updates

Every month we come to our Forum meetings, prepared to give an update on what’s happened since the last meeting and what’s coming up.  We strive to share what’s meaningful and significant, the really tough dilemmas or unresolved issues we may not be able to share outside of Forum.

Once a year, consider an annual, instead of a monthly framing of these updates.  In place of the standard format, ask everyone to reflect upon the “best and worst” of the last year, and the “dread and anticipate” of the upcoming 12 months. Then take extra parking lot time and try to think about issues from the yearly perspective. This may help you step back and look at important but not urgent issues in a new way.

As another aspect of this annual update, ask everyone to touch on learning and updates from the presentations they had done during the last 12 months. 

One forum shared with me that, after taking this new approach, they voted to make this an annual practice!

Bob Halperin

The value of advance, in-person presentation coaching

When a presenter has been identified in advance, there’s no reason to delay the coaching of the presenter until the night before or the day of the Forum meeting.

A Forum member recently wrote to me and summed up nicely the advantages of advance, in-person coaching:

I become nervous when the coaching is happening for the first time right before the meeting.  One to two weeks before is ideal because, both when I’ve coached and been coached, it has given me as the presenter (and the person I coached) a chance to let the presentation “steep” and therefore be stronger. It also allowed me to come up with other ideas before the presentation as well. And based on my experiences both ways, face-to-face was definitely more satisfying than over the phone. Being able to see the other person as they wrestle with the topic allows the dimension of body language to enlighten, and in my experience makes for a less rushed experience than a phone call.

Bob Halperin

How Far Will You Go? Questions to Test Your Limits

At a recent multi-Forum meeting in New York, we distributed the book How Far Will You Go? Questions to Test Your Limits. The book includes hundreds of questions like these:

What is the strongest opinion you hold?  What is the biggest lie you have ever told?  Who have you most feared in your life?  What is the strongest craving you get?  What have you lost that you would most like to retrieve?

Use this book to help your Forum break the ice, go deeper, and get to know each other better. You can buy the book on Amazon here.

Two ideas, using this book or other similar collections of icebreakers:

– At the beginning of a meeting, invite a member of the group to open the book and ask a question of their choosing as an ice breaker/conversation starter.

– At a Forum dinner, pass the book around and invite anyone who wishes to select a question to ask the group.  (This works best if you are eating in a private dining room.)

Bob Halperin

Updates – one more round

To help foster good and trusting relationships in your Forum, consider doing one more round after your Forum’s regular monthly updates.

Go around the room and invite members to complete the following sentence:

“The one thing I don’t want to share with my Forum is…”

or

“The one thing I have not yet shared with my Forum is…”

A core principle of Forum is “Be the first to share.”  These prompts invite members to go deeper, perhaps to share a forgotten item or an important issue inspired by what another member has shared.

Bob Halperin

Forum Exercise: What Motivates Us

Listening to the lifelines presented at a Forum orientation, one is struck both by the differences – and similarities – in our lives so far. In this exercise, we explore what our individual histories suggest about our different fundamental motivations.

Steps in the exercise:

  1. (Optional before the meeting) Ask members to think in advance about why people do things important to them and what are important drivers for how you live your life today.
  2. The moderator or a member of the Forum facilitates a discussion, identifying possible “motivations” that could drive how we and others live and make choices in our lives. (See the list below of possible “Seeking Motivations” and “Constraining Motivations” which the Forum can use to jumpstart its discussion.)
  3. One member of the Forum serves as the focal point/presenter, discussing their motivations and how that relates to their life so far.
  4. Other members take turns sharing what they believe have been their motivations and how they are reflected in their life so far.

~~~~~~~
Possible motivations

We may be seeking…

  • Autonomy – Be My Own Boss/Work Alone
  • Lifestyle Freedom (defined as time to pursue other important activities)
  • Altruism – Feeling I am Giving
  • A Supportive Family
  • Be the Boss
  • Affiliation – Part of a Team/Community
  • Directing/Managing People
  • Create and Raise My Children
  • Working/Being with Other People
  • Power & Influence
  • Intellectual Challenge/Stimulation
  • Want to be a Star
  • Creating Something New
  • Security
  • Support My Spouse
  • Financial Gain
  • Want to Keep Doing Different Things
  • Positioning for Big Thing Later
  • Doing Something Important
  • Prestige
  • Want to Win
  • Parents’ Expectations

We may be constrained by…

  • Risk Aversion
  • Shame of Who We Are
  • Fear of Loosing
  • Wanting to Work/Be Alone
  • Fear of Rejection by Others
  • Family/Community Expectations

Adapted from an exercise suggested by
Rick Williams, Member
Harvard Business School Club of Boston Alumni Forum