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Checkin DECK
 an invitation for
 presence and connection
            Chris Marcell Murchison
            Vice President for Staff Development
            and Culture

            HopeLab
why this book ?

Checkin
  contents   getting acquainted
                                      DEC K



                                      01 – 05




             inviting presence        06 – 10




             diving deeper            11 – 15




             reflecting and closing   16 – 19




             about Chris
why this book?
We spend so much time and energy at                At HopeLab, we experiment with creating a
work. For most of us, it is is a major part of     culture where the whole person is nurtured.
                                                   We believe that under the right conditions – an
life yet we often speak of it as somehow
                                                   environment of connection, respect, integrity,
separate from “life” as we strive for work /       learning, and joy – the exquisite humans in our
life balance. This is a false dichotomy. Work      organization have the opportunity to flourish and,
                                                   as a result, our business will too. It just might be
is fully a part of life. Non-work and work –
                                                   that the workplace has the greatest potential to
it is all life, to be interwoven and integrated,   improve how we relate to each other, transforming
rather than separate and balanced.                 the workplace and, by extension, the world.
The workplace is a perfect laboratory for
                                                   What you have before you is a collection of our
practicing new ways of relating to one             most creative and memorable check-in activities at
another and to ourselves.                          HopeLab, divided into four categories: Getting
                                                   Acquainted, Inviting Presence, Diving Deeper, and
                                                   Reflecting and Closing.

                                                   We offer this book as a invitation for you to
                                                   transform your own workplace. Check-ins are
                                                   a great first step!

                                                   Let us know what you learn and how you experiment
                                                   with and improve upon our ideas. Enjoy!
a note on facilitation
This is a collection of check-in exercises that   My advice to facilitators is this:
we have borrowed, customized or designed          Ease in. Similar to a social gathering, people often
for our own use. I expect you will want to do     benefit from some simple structure to help them feel
                                                  comfortable, to open up, and to meaningfully connect
the same.
                                                  with each other.

Every group dynamic is unique, with different     Innovate. Re-craft or revise the exercises to meet the
                                                  needs of your group.
players, needs and interests. You know your
group best – their personalities, balance of      Improvise. Experiment and have fun with it! It’s not
                                                  world peace, it’s a check-in exercise. Take some risks,
extraversion / introversion, openness,            make some mistakes, be willing to shift course. Most
willingness to take risks, etc. So, mold these    importantly, play around with the ideas and have fun.
exercises to your group’s needs.                  You’ll be amazed at the energy you’ll unleash!

                                                  Engage. Try to engage multiple senses. If an
                                                  experience can connect to the head, heart and gut
                                                  participants are more likely to experience it in a
                                                  deeper way.

                                                  Bring it! Bring your whole self to these exercises. It is
                                                  not about perfection, it is about showing up and
                                                  being your most creative self. In this way you and your
                                                  exercises will be more compelling.
DEC K


                                                01   i am...
                                                02   fortune teller
                                                03   jeffry’s fabrics
                                                04    a welcoming exercise
                                                05   concentric circles




Many people are a little bashful in groups, particularly when they are new.
This shyness often translates to hesitance, awkwardness and reticence. When
multiplied, it can make a group experience less collaborative, less productive
and downright painful. Introducing some structured activities to help group
members get acquainted can make all the difference. Creating space for this
connection can open the doorway for greater openness, trust and interest and
allow your group to thrive.




getting acquainted
TOOLS




HANDOUTS




  PENS




                                D E CK   01



           i am...
           getting a
                   acquainted
DECK

             i am...
  getting
acquainted
                                        01     I have used this exercise a couple of times at HopeLab and
                                               with great success. It’s fun and invites self-reflection, inquiry
                                               and connection through new, shared insights.

Many acquaintance exercises stop at
“silly.” Being in a new group can be           1	  Create handouts that are 10 sentence completions – all
uncomfortable and icebreakers experienced      starting with “I am         .”
as nerve wracking, so it can be tempting to
hurry through them or to keep them
                                               2	 Distribute the handouts and pens and give participants
                                               3-5 minutes to complete all 10 sentences (typically, as you
superficial. However, in our experience,       progress you get beyond the obvious responses and begin to
if you push through discomfort you are         reveal more interesting or meaningful things about yourself).
                                               If this is a new group, or one with some new members, the
likely to learn so much more about your
                                               first “I am        ” can be completed with the person’s name.
peers / colleagues and even yourself.
                                               3	 Have participants mingle silently about the room for 3-5
                                               minutes, looking at each other’s lists. Participants can hold up
                                               their lists in front of them as shown in the photo.

                                               4	 Then ask participants to find a partner, share his/her list
                                               and allow the listener to ask questions to learn more.

                                               5	 After both partners have shared (3 - 5 minutes in total), ask
                                               participants to find a new partner and repeat the exercise.

                                               6	 Complete as many rounds as time allows.
TOOLS




   D e s i gned,
 p rinted and
     folded
    For tune
     Tellers




For a copy of our
template, go to
our blog post at
blog.hopelab.org
(May 31, 2012)
                            1                   2


                                                                             D E CK   02
                                3




                        4                   5
                                                        fortune teller
                    6                   7           8

                                                        getting acquainted
                                    9
DECK

             fortune teller                         This exercise is a “riff” off of a childhood game called
  getting
acquainted
                                             02     Fortune Teller or Cootie Catcher. We crafted this exercise,
                                                    full of fun and provocative questions, to help conference
                                                    attendees meet and get acquainted. Fortune Teller design
                                                    templates and folding instructions are easily available online.

We created this exercise for the 2012               To play:
Wisdom 2.0 Business conference in San
Francisco. The intention was to creatively
                                                    1	   Have one partner (A) hold the Fortune Teller.

help the 400+ participants connect with             2	 The other partner (B) chooses one of the outer words.
each other and experience the value of              Our outer words were values.

check-in exercises.
                                                    3	 Partner A spells out the word, opening and closing the
                                                    Fortune Teller horizontally then vertically with each letter as
                                                    they spell out the word.

                                                    4	 When finished spelling the word, four inner words will be
                                                    revealed. Partner B chooses one of them. Our inner words
                                                    were emotions.

                                                    5	 Partner A lifts up that panel and reveals and reads the
                                                    question there that relates to the chosen emotion.

                                                    6	 Partner B responds and thus ensues a fun “get to know
                                                    you” conversation!

                                                    If time allows, instructing participants to fold their own
                                                    Fortune Tellers would be a fun addition to this exercise.
TOOLS




a ss or ted
  fabri c
 samples




                                       D E CK   03



              jeffry’s fabrics
                  getting acquainted
DECK

             jeffry’s fabric
  getting
acquainted
                                        03



We always begin our HopeLab board
meetings with a check-in exercise.
Since we only meet a few times each year,
the check-ins are a nice opportunity to
re-connect with each other. Jeffry, a          1	 Collect a diverse selection of fabric samples.
businessman and interior designer who          Spread them out on your meeting table.
serves on our board, devised this
wonderful exercise.
                                               2	 Ask participants to choose one they like.
                                               3	 In a go-round, have participants share what appealed
                                               to them about the particular fabric they chose (its pattern,
                                               texture, etc.) and how this fabric might represent something
                                               about them or their role in the group.




                                               Note: When we did this exercise, one participant creatively drew upon
                                               the list of materials and other information (like fire retardance) on the back
                                               of the fabric sample label for inspiration. Delightful!
a welcoming                           DECK



                                       getting
                                                      exercise                               04
                                     acquainted



                                 In any organization the introduction and orientation
                                 of new team members is an important and highly
                                 leveraged opportunity. Take advantage of it! Doing
                                 this well allows for quick connection, immersion and
                                 productivity. Our Research and Product Development
                                 team came up with a fun way to do this.

                                 After general introductions by all team members, have
                                 each existing staff member introduce themselves and share
                                 the following:

                     DECK   04   1	 Share 1 or 2 things you have learned at work.
                                 2	 Share 1 or 2 things that you do in your role that you
a welcoming                      never expected.


exercise                         3	 Name a “super-power” of one other person in the group,
                                 something they do really well and seemingly effortlessly.

                                 This exercise has been an effective way to introduce
getting acquainted               new staff members to the areas of expertise of their new
                                 colleagues. It is also a great way to illuminate for all team
                                 members the amazing talents in the group.
TOOLS




                This is a fun activity which allows for a
                maximum number of introductions in a
c hi me or      short amount of time. I like this exercise
   bell
                because the questions can be tailored
                to the group – focusing on basic
                introductions or infused with more
                serious questions related to the content
                of your meeting or questions designed
                to elicit deeper sharing.


                                             D E CK   05

             concentric
             circles
             getting acquainted
concentric                             DECK


                  circles
                                                                Some Sample Questions
    getting
  acquainted
                                                         05
                                                                	   •   What vegetable do you most resemble?

                                                                	   •   Which of the four seasons do you most enjoy?

                                                                        If you had to be trapped in a TV show for a month, 		
1	
                                                                	   •
     Divide the group into two.                                 	       which show would you choose?

2	 Create two circles, with equal numbers of people,            	
                                                                	
                                                                    •   You can cast any actor alive or dead to play you in a film 	
                                                                        about your life. Whom would you cast in the role?
one inner and one outer - the inner circle facing outward
and the outer circle facing inward. Each person should be       	   •   If you could have one superpower, which would
opposite and paired with one other.                             	       you choose?


3	 The facilitator poses the first question to the
                                                                	   •   What’s the first thing you notice about someone when 	
                                                                	       you meet them?
group. Each person in a pair takes turns answering the
question. The listening partner does so actively,               	   •   If you could be any age again for one week, what age 	
asking questions for clarification or deeper understanding      	       would you be?
where appropriate.                                              	   •   If you could have another occupation for one week, what 	
                                                                	       occupation would you choose?
4	 After about 5 minutes close the conversations (a             	   •   What was your favorite toy as a kid?
chime or non-offensive bell is handy) and then ask the
inner circle to rotate clockwise by 3-5 people so they are      	   •   What’s the best compliment you’ve ever received?
facing a new partner.
                                                                	   •   If you could have personally witnessed one event in

5	 Pose the second question and so on.                          	       history, what would you want to have seen?

                                                                	   •   What did you want to grow up to be when you were little?
6	 Conduct as many rounds as time allows.
DEC K


                                                06   a tea exercise
                                                07   energy check-in
                                                08   seuss
                                                09   pot-shots
                                                10   paint a postcard




In our busy worlds of work tasks and projects, email, texting, cell phones,
etc., it is easy to be distracted when entering a meeting. Our minds can
continue to race with distracting thoughts throughout the meeting. Bringing
attention to this, and creating an opportunity for group members to “press
the pause button,” can help them focus their attention and be present
for the task at hand and to the relationships in the room. As a result, your
meeting is likely to be more engaging and yield greater results.




inviting presence
TOOLS




 t e a balls


                                                                              Our President, Pat Christen, asked
                                                                              me to create and facilitate a check-in
                                                                              exercise for a Board meeting –
d ecorati ve
   boxes,
 as sor ted
                                                                              something centered around tea or a tea
     tea
                                                                              ceremony. This is what I came up with!
     Lorem ipsum
                 dolo
                      r sit
  sed diam nonu             am
               mmy              et, 
                    nib             co
                        h e            ns
                            uis           ec
                               mo            tet
                                    d t          ue
                                       inc           r a
                                           idu            di
                                               nt
                                                   u
                                                         pi




                                                    t l
                                                           sc




                                                        a
                                                             ing  
                                                                or

                                                                 
                                                                  ee
                                                                    t




p rinted tea
   quotes
                                                                                                         D E CK   06



                                                                        a tea exercise
                                                                        inviting presence
DECK

                     a tea exercise                                  	   •   Share a memory your tea inspires –“This tea
     inviting
     presence
                                                          06         	       reminds me of                            .”

                                                                     7	 In closing, invite participants to make and enjoy a
                                                                     cup of “their” tea sometime in the near future and be

1	
                                                                     reminded of the exercise and their inspired memory.
    Prepare small boxes that contain tea balls filled with
a variety of fragrant teas. Wrap each tea ball in tissue
paper and place one in each box along with a tea-related
quote (see samples quotes). I like to use a decorative box,
wrapped beautifully, so it looks curious and inviting.           Sample Tea-Related Quotes


2	 Start by asking participants to take three deep               As a practice, tea can be a source of pleasure for a lifetime. It is a way
                                                                 to focus, to center. In a world constantly telling you to hurry up, it is the
breaths – to “press the pause button” on any distracting
                                                                 easiest way to slow down. – Norwood Pratt, New Tea Lovers Treasury
thoughts and to bring focus and attention to the exercise.         
                                                                 Never trust a man who, when left alone in a room with a tea cozy,
3	 Ask participants to notice the box in front of them.          doesn’t try it on. – Billy Connolly (Actor)
Then invite them to unwrap and open their box.                   ...She had that brand of pragmatism that would find her the first

4	 Have participants quietly read the quote inside.
                                                                 brewing tea after Armageddon. – Clive Barker, Weave-World
                                                                  
                                                                 Tea. Earl Grey. Hot. And whoever this “Earl Grey” fellow is, I’d like

5	 Then have participants hold the tea ball to their             to have a word with him… – Jean-Luc Picard, Star Trek

nose and take in the aroma of their tea. Ask them to             Strange how a teapot can represent at the same time the comforts of
quietly reflect on what they smell and what memories             solitude and the pleasures of company. – Author Unknown
                                                                   
are evoked.
                                                                 There is no trouble so great or grave that cannot be much diminished

6	 In a go-round, ask participants to:
                                                                 by a nice cup of tea. – Bernard-Paul Heroux (Philosopher)
                                                                  
	     •   Read aloud their quote.                                May you always have walls for the winds, a roof for the rain, tea
                                                                 beside the fire, laughter to cheer you, those you love near you and
	     •   Describe the aroma of their tea.
                                                                 all your heart might desire. – Old Irish Blessing
                                                                  
TOOLS




                       Several years ago, we began
 q ues ti ons
                       experimenting with a wellness program
      on a
handout or             at HopeLab called HOGS (health and
  fli pchar t
 ( o pti onal)         other good stuff). The program
                       focuses on engagement and energy
                       management in four dimensions –
                       physical, emotional, mental and
                       spiritual energy.



                                                 D E CK   07

                 energy
                 check-in
                 inviting presence
energy                         DECK



inviting
             check-in                       07     Who am I becoming? Do I feel a sense of purpose today?
presence
                                                   Where? How? What rituals might I create that would give me
                                                   a greater sense of meaning in my life?

                                                   What am I thinking? What is in my head? Is there a pattern to
                                                   the thoughts in my busy mind? Am I able to maintain focus
Periodically, we find it helpful for staff to      or am I consistently distracted? How might I bring more focus
check-in on how they are managing and              to my attention?

investing their physical, emotional,               What am I feeling? What emotion/s am I feeling right now?
mental and spiritual energy. The following         How consistent with my personal values are my emotional
are some questions we’ve posed for this            responses in any given situation? Are my responses
                                                   different at work than at home? If so, how? How much nega-
purpose, some of them drawn from the
                                                   tive energy am I experiencing – defensiveness,
book The Power of Full Engagement, by              frustration, anger*, fear, resentment, envy? How might I
Jim Loehr and Tony Schwartz.                       redirect this energy in a more positive direction?

                                                   What am I sensing? How does my body feel right now?
                                                   What physical sensations do I notice? How are the choices I
                                                   am making – my habits of nutrition, exercise, sleep, and the
                                                   balance of stress and recovery – affecting my physical
                                                   energy? What choices might help me maximize my physical
                                                   energy to fuel my engagement and my goals?



                                                   * Note – anger is not necessarily a negative emotion! In fact, the
                                                   expression of anger can sometimes be highly creative, supportive
                                                   and beneficial for self and others.
TOOLS
                                                                                        DECK

                                                    seuss
                                     inviting
                                     presence
                                                                                         08
  quote
  cards                         In our 2012 strategic plan, presented to our Board,
                                HopeLab’s Management Team got creative and used
                                Dr. Seuss’s Horton as a muse to tell the story of our
                                work for the coming year. As a check-in for the board
                                meeting I collected a variety of Dr. Seuss quotes (there
                                are hundreds available online!) and created cards out
                                of them. We spread the cards out on the meeting table
                                and conducted the following exercise:

                                Ask participants to browse the selection and pick two cards: 	

                           08
                                	 • One to describe how they are feeling at year’s end
                    DECK         	 	 and another that reflects their thoughts or feelings 	
                                		 about the year ahead.
                                	 •	 In a go-round, have participants read each quote then 	
                                		 describe why they chose it.


seuss                           For us, this exercise proved to be a creative and meaningful
                                opportunity for reflection and sharing, perfect for a year-end
                                planning meeting.

inviting presence               While Seuss quotes worked for us, any collection of funny,
                                provocative or inspiring quotes would work well. You could
                                also use this exercise at any time of the year to inspire
                                thoughtful reflection.
TOOLS
                                                                                       DECK

                                                    pot-shots
                                     inviting
                                     presence
                                                                                       09
  P ot-Shot
    cards                       Over the course of 40 years, Ashleigh Brilliant has
                                produced a vast archive of original thoughts, each
                                one expressed in 17 words or less. She calls her cards
                                “Pot-Shots” or “Brilliant Thoughts” and they are
                                designed to “hit” you in your heart, brain or funny
                                bone - or perhaps all three. She has amassed a
                                collection of over 10,000 cards to date and they can
                                be ordered at ashleighbrilliant.com.

                                We have our own box of Pot Shot cards (a very large one) and
                                use them regularly. They are a creative way to access people’s
                    DECK   09   thoughts and feelings. Here’s how we use them:


                                1	  Scatter an assortment of cards on your meeting table
                                and ask participants to pick one that says something about


pot-shots
                                them, something they are willing to share with the group.
                                To set more context, the instruction could include how people
                                are feeling in general today; how they are feeling about work
                                today; about the week/month/year ahead; about a particular
                                team dynamic or the status of a project; etc. Allow 3-5
inviting presence               minutes for participants to choose a card.

                                2	 In a go-round, have participants read their card aloud and
                                then share with the group why they selected it.
TOOLS

                                                    painting a                              DECK



                                     inviting
                                                    postcard                                10
                                     presence
 Watercolor
  PAI NTSETS


                                In crafting an exercise, it is often helpful to think about
                                the use of different senses and imagery, not just words,
                                to tap into everyone’s creativity.
 Watercolor
  p o s tcards                  Pat Christen concocted this exercise as a board meeting
                                check-in with the caveat that “no talent is required.” With this
                                disclaimer, we all painted away and, not surprisingly, produced
                                some lovely art! The process was quite joyful. Pat then mailed
     pens
                                the cards to each of us at the address we provided. Receiving
                                the postcard in the mail several weeks later was a sweet
                                reminder of the exercise and of our time together.

                    DECK   10   1	 Gather watercolor postcards and small watercolor sets.
   p os tage
    stamps                      Have these, plus small cups of water and paper towels, at
                                each participant’s place setting.

                                2	 Pose the following question to the group for inspiration:
paint a postcard                Coming into this meeting, how do you intend to “show up” or
                                be present?

                                3	 Have participants draw/paint their response to this
inviting presence               question. (10-15 minutes)

                                4	 When completed, in a go-round, have participants share
                                their postcards and describe what they created and its
                                significance to them.

                                5	 At the end of the exercise, have participants self-address
                                their postcards. Collect and mail them at a later date of
                                your choosing.
DEC K


                                                11   give an authentic gift
                                                12   engaging the spirit
                                                13   busy
                                                14   story spine
                                                15   finding your genius




When a group has been working together for a while and is well
acquainted, there is an opportunity to create even deeper and more
meaningful connections. Taking this opportunity requires greater risk
for group members but offers greater reward.




diving deeper
give an                               DECK


                                                 authentic gift                         11
                                diving deeper



                             We have been experimenting a lot with the power of
                             improvisation. I crafted this exercise as an opportunity
                             for group participants to acknowledge and appreciate
                             each other.

                             1	 Gather participants in a circle.
                             2	 Have the group take a moment to be still with each
                             other. A short breathing exercise is useful, e.g., have the
                             group breathe in and out together, each to the count of five.

                 DECK   11   3	 Have participants consider the person on their left – How
                             have you experienced this person so far in the group’s time

give an                      together? What have you observed? What have you learned?
                             What seems important to him/her? What have you seen this


authentic gift
                             person struggle with?

                             4	 With the above in mind, craft an imaginary gift to give to
                             this person.


diving deeper                5	 To demonstrate, start with yourself, and give your
                             imaginary gift to the person on your left, acting out the
                             process of giving it and describing the gift and why you chose
                             it to give.

                             6	 Continue the gift giving around the circle until the last gift
                             is given to you.
TOOLS




                                 In our health and wellness program at
                d ec orat iv e
                or n a m en t
                                 HopeLab, we pay specific attention to the
                   or box
                                 ways we invest and use energy physically,
                                 emotionally, mentally, and spiritually. A
                                 long-time friend and organization con-
                   PA P E R
                                 sultant, Susan Edsall, created this “spirit”
                                 exercise as part of one of our staff retreats.
                                 The personal notes produced in the
                    PEN          exercise were stuffed into handmade
                                 ceramic ornaments for safekeeping. The
DE CK   12                       ornament could be broken open at some


engaging
                                 future point to reveal and remind you
                                 of your reflections. Our beautiful clay

the spirit
                                 ornaments were crafted by our artist friend
                                 Sheri Jarvis (sherimjarvis.com) but any
                                 decorative container could be used.

diving deeper
engaging                                    DECK


                   the spirit                                  12
diving deeper                                                         3	 Participants should respond to this sentence
                                                                      stem over and over again with various versions or
                                                                      possibilities until they start hitting on something that
                                                                      really rings true. They might feel a surge of energy
1	  Set the context for the exercise. Referencing our                 or emotion at that moment.
clay ornaments, we made the analogy that these
beautiful objects were once just a lump of wet brown                  4	 At the end of the 30-minute free-write, have
clay, but were turned into objects of beauty through                  participants choose a piece of origami paper or other
the devoted attention of the artist - thinking of the                 lightweight paper and write their clarified purpose
shape, forming the clay, carving it, firing the ornament,             statement on it. Then they should roll the paper into a
glazing it and firing it again. It is a detailed and lengthy          tight scroll and put it in the hole of the ornament or in
process, riddled at various times with error, excitement,             the container you have provided.
tedium, exploration, discovery, satisfaction,                          
disappointment, and discipline.                                       5  	 Encourage participants to place their ornament
                                                                      wherever they can see it daily or in a place that is of
The same is true of the intention we bring to our                     special significance so it reminds them of the exercise
own lives.                                                            and of their life purpose and the kind of intention that
                                                                      is necessary to bring it to pass.  
2	 Ask participants to commit to 30 minutes of
continued “free writing” with no editing or criticism
allowed. Assure them that they will not be asked to                                                              Insert purpose here.
share anything that they write unless they want to.
The free writing stem is:

“The purpose of my life is....”
TOOLS
                                                                                      DECK

                                                  busy
                                  diving deeper
                                                                                       13
  q ues ti ons
       on a
 handout or                   Over the course of one year, I noticed a pattern of staff
   fli pchar t
  ( o pti onal)
                              remarking about how “busy” they were, and not always
                              in a good way. I was curious about this, about the cause
                              of this busy-ness, how we might be creating these
                              burdensome conditions ourselves, and how we might
    PAPER                     un-busy ourselves to create a more intentional and
                              satisfying workload and life.

                              I crafted the following questions after reflecting upon my own
      PEN                     busy-ness. I posed these questions for individual reflection
                              and then group discussion in a Management Team meeting
                  DECK   13   during a strategic planning session. The intent was to be sure
                              we (individually and collectively) were not creating completely
                              unattainable goals for the year ahead.




busy
                              	   	What is your relationship to being busy?
                                  •
                              	 • 	 What might you get out of being busy?
                              	 • 	 How do you know when you are too busy, when you
                              		 have slipped from being busy to being overwhelmed?
                              	 •  	How might others know or recognize when you are

diving deeper                 		 too busy?
                              	 • 	 What are the consequences of being too busy?
                              	 • 	 What typically gets back-burnered when you are busy?
                              	 •	 What might be the consequences of that – for you? Your 		
                              		 colleagues? The organization?
In the summer of 2011, I took part in
                                                                                                                   DECK
                  an intensive four-day improvisation
                  workshop. In it I discovered the                            story spine
                  powerful principles of improv and          diving deeper
                                                                                                                   14
                  how they apply not only on the stage
                  but in life.
                                                          We used a version of this exercise in a staff retreat, as
                                                          a way to illuminate how easy it is to create unhelpful
                                                          stories about situations in the workplace and in life.
                                                          The Story Spine exercise can help you uncover the
    TOOLS                                                 impact of your stories.

                                                          1	 Divide the group into triads.
                                                          2	 Have each person share a story following the outline
                                                          below. Stories about a conflict or something that “bugs” you
  q ues ti ons
       on a                              DECK   14        are particularly useful and instructive.
 handout or                                               	 • Once upon a time…
   fli pchar t
  ( o pti onal)                                           	   •  It was…
                                                          	   •  So every day…



story spine
                                                          	   •  And because of that...
                                                          	   •  And because of that…
                                                          	   •  And because of that…
                                                          	   •  Until finally…
                                                          	   •  And the moral of this story is…

diving deeper                                             3	 After each person has shared a story, the triad can
                                                          debrief with the following inquiry:
                                                          	   •  Is this story a familiar one in your life? How?
                                                          	   •  How does telling this story help you? How might it not 		
                                                            	    be helpful?

                                                          4	 After each triad has completed their storytelling and
                                                          debriefing, discuss the exercise in the larger group by asking
                                                          for any reflections, ah-ha’s or things learned.
TOOLS

                              The purpose behind this exercise is to
                              provide a means for participants to identify
       ar t                   their “genius” through a process of discovery.
 p o s tcards,
  q u esti ons
       on a
                              We crafted a series of tasks to help people
 h a ndout or
   flipchar t
                              illuminate times and activities when they felt
  ( o pti onal)
                              they were in “flow” (a term coined by Mihaly
                              Csíkszentmihályi). Flow is a state of
    paper                     concentration or complete absorption with an
                              activity, so much that you might ignore or
                              forget about time, eating, etc. It is a time
    paper
                              when you are completely involved in an
                  DECK   15   activity for its own sake and you’re using your
                              skills to the utmost.

finding your                  When you are in flow there is a freedom to

genius                        express, to just be, without fear of external
                              motivation or judgment. In this space you are
                              likely to be expressing genius, the natural
diving deeper                 talents or gifts you have.

                              This exercise is designed to help you discover
                              your genius and how you might create
                              opportunities to express it even more!
finding your                            DECK

                                                                 4	 On the back of the art card, participants
                  genius                                   15    should write down what they see as the
diving deeper
                                                                 thread between their flow experiences?
                                                                 These might be:
                                                                 	 • A common activity

1	  Ask participants to reflect on times in their lives when
                                                                 	 •	 Common kind of companion
                                                                 	 •	 Certain skills or talents being used
they were in a state of “flow.”
                                                                 	 •	 A certain kind of motivation
	 •   To help, think about specific periods of life –            	 •	 A shared emotion
		    First decade - Birth to 10 years
		    Second decade - 11 to 20 years                             5	 What is the genius being expressed?
		    Third decade - 21 to 30 years
		    Fourth decade - 31 to 40 years                             6	 In small groups (no more than 4 people):
		    Fifth decade - 41 to 50 years
                                                                 	 •	 Share the common characteristics you discovered 		
	 •	 For each decade, write down things you did that were 	      		 about your “flow” experiences (share as much/little as 	
		 a “flow” experience. Write down as many as you can 	          		 you like)
		 think of.
                                                                 	   •	   What does this imply about your genius?

2	 Scatter a variety of art postcards on the floor.              	   •	   In what ways might you use your genius more?
For postcards, go for the greatest diversity you can find –      	 •	 Note - others in the group should listen attentively and 	
art genres, subject matter, etc.                                 		 then respond to what they have heard – Does what you 	

3	 Ask participants to
                                                                 		 have heard make sense to you, given how you know 	
                                                                 		 this person? What might you add?
choose an art card from
the floor that seems to                                          7	 In the large group, have participants share what struck
represent all that they                                          them as interesting or helpful in this exercise.
just wrote down.
DEC K


                                                  16   letter to self
                                                  17   you are...
                                                  18   in a box
                                                  19   one-word-at-a-time wisdom




Providing space at the end of a meeting or retreat for reflection allows for
learning and creates an opportunity for participants to think about how
they can apply and sustain what they have learned. It is a powerful pause
that supports impact.




reflecting and closing
TOOLS




                     Sometimes in meetings or retreats, the
en evelopes
                     day ends with some learning to practice
                     or some goal to achieve. A check-out
                     exercise can remind and encourage
  PAPERs             participants of these intentions.




   PEN


                                                D E CK   16



              letter to self
                reflecting and closing
DECK

                 letter to self
reflecting and
    closing
                                                         16     Below is a reaction from one of our staff members to
                                                                receiving her card to herself months later:


                                                                “On my refrigerator door hangs the note I wrote to my child
In one particular staff retreat, our group
                                                                self at the retreat.  I wrote that note at a time in my life when
spent time discovering our “genius,”
                                                                I was struggling with a major life decision, and I knew I was in
our individual core talents, and reflecting
                                                                for a challenging road ahead, no matter the decision I made. 
on how we can express this more in our
                                                                Writing that note was a powerful exercise in the moment –
personal lives and work. We ended the day
                                                                it helped me to ground myself in love and let the decisions
with this exercise:
                                                                I was struggling with flow from this space. And then to read it
                                                                a few weeks ago, wow.  What a blessing and a reminder that
1	 Imagine you see yourself as a child standing                 despite how painful a situation can be, when rooted in love,
before you.
                                                                it’s all worth it. ”

2	 Given our work today, and what you have learned
about your self and your genius, what advice would you
give to unleash this child’s (your) genius?

3	 Write down what you’d say on the provided card.
When done, insert the card in an envelope and address it
to yourself.

4	 Facilitator – collect the envelopes from everyone and
mail them at a future date of your choosing.
TOOLS
                                                                                                  DECK

                                                           you are...
                                          reflecting and
                                              closing
                                                                                                  17
 o n e pos ter
 p er pers on                        This exercise is a nice follow-up to the “I am” check-in
                                     activity. At the end of a meeting or retreat, this exercise
                                     is a nice way for participants to affirm each other.


 p en/ marker
                                     1	   Create posters, one for each participant, with their name
                                     at the top.

                                     2	 Tape the posters around the room, allowing ample space
                                     between posters.

                                     3	 Distribute pens or markers and instruct participants to
                         DECK   17   make their way around the room, writing an affirmation
                                     for each team member. Depending upon the content of your
                                     meeting, this exercise could be framed in different ways:
                                     	 • A skill, strength or competency observed


you are...
                                     	   •	 A contribution this person has made to the team
                                     	   •	 Something you appreciate about the person


                                     4	 The length of the exercise will depend upon the number
                                     of participants. A helpful formula might be 30 seconds
reflecting and closing               multiplied by the total number of participants.

                                     5	 At the end of the exercise, have participants take down
                                     their poster and review the comments their peers have made.

                                     6	 The exercise might be debriefed as a large group,
                                     asking participants to share what it was like to write the
                                     comments and to receive them.
TOOLS
                                                                                                DECK

                                                           in a box
                                          reflecting and
                                              closing
                                                                                                18
 b o x, random
     obj ects
  ( m ore than                       I love this exercise. It is so random and so interesting
   n u mber of
 par ti ci pants)
                                     to see what people come up with!

                                     1	 Collect a variety of random, varied objects and place
                                     them in a box.

                                     2	 At the close of your meeting, have each participant
                                     blindly select an item from the box.

                                     3	 Instruct participants to reflect on how their chosen object
                                18
                                     might represent what they learned in the meeting or how they
                         DECK        will use the meeting’s content in the future.

                                     4	 In a go-round, have participants share what their object is
                                     and their answers to the questions.


in a box                             5	 You can let folks keep their object if you like, as a fun
                                     reminder of the day.

                                     My craziest box object was a fart machine with a remote
reflecting and closing               control. When the lucky person who drew this object was
                                     about to report out, I made it “fart” which greatly amused
                                     our group!
one-word-at                         DECK



                                        reflecting and
                                                         a-time wisdom                       19
                                            closing



                                     Here’s another improv activity inspired by a game
                                     called Proverbs in which participants invent a new
                                     proverb by speaking it one person and one word at
                                     a time.

                                     I have adapted the exercise to be a group reflection on the
                                     outcomes or learning from a meeting or retreat.


                                     1	 Have participants stand or sit in a circle.
                                     2	 Ask the group to reflect quietly for a moment on the day
                         DECK   19   and what they learned.

                                     3	 Then have one person start by saying one word. The next
one-word-at-                         person in the circle (going clockwise or counter-clockwise)


a-time wisdom
                                     adds the next logical word to what was just said.

                                     4	 Continue around the circle until a “wisdom” has been
                                     completed. At that point, the whole group claps, supporting
                                     the wisdom, and then the next person in the circle starts a
reflecting and closing               new wisdom. Note – like a proverb, wisdoms are intended to
                                     be short and wise (or pithy!). Some examples from our team:
                                     	 •	 Beware of mysterious objects in a box
                                     	 •	 Check-ins are good for the soul

                                     5	 Continue making wisdoms for as long as it makes sense.
                                     The activity will move along more smoothly as the group gets
                                     the hang of it.
Why is this work important to me?

                I grew up in a military family. We moved many times during
                my childhood – between various countries, between rural and
                urban centers, between ethnically diverse and homogenous
                communities. This nomadic life left a mark on me and
                being “new” was a challenge I learned to navigate. Along the
                way, I developed a keen sense of the actions groups and

about   Chris   communities can take that can leave one feeling either
                welcomed or sidelined.

                From my life experience, I developed a mission to support
                people feeling welcomed. Check-in exercises are one of the
                tools I use to accomplish this.

                Facilitating these exercises has been a tremendous
                experience for me. I have explored the limits of what works
                (and doesn’t) and have experimented with many ways of
                creating positive “energy” in groups. I am proud to be the
                gardener of the HopeLab community and culture and I give
                great thanks to my colleagues for their encouragement and
                openness to grow and create with me.

                For more information please contact me at
                cmurchison@hopelab.org.

                Chris
This project is inspired from 30 years of experience with
                  check-in exercises – from the many workshops, ropes courses,
                  orientation sessions, retreats and other group experiences I
                  have had the privilege to participate in. These experiences
                  have informed my philosophy and practice and I am grateful.

                  Many people have helped me learn this craft. I particularly
                  want to acknowledge the following:
                  • 	My student affairs professors, mentors and colleagues
                  •	 The hundreds of students, employees and friends that have
                  	 engaged in these exercises with me over the years
Acknowledgments   •	 All the facilitators, trainers and OD professionals that I have
                  	 observed and learned from
                  •	 The staff at Bay Area Theater Sports (BATS) in
                  	 San Francisco
                  •	 The staff at HopeLab for being the most awesome guinea 	
                  	 pigs and co-learners

                  This project would not have been successful without the
                  contributions of:
                  • 	 Diana Chapman for the inspiration to start this project
                  • 	 Sheri Jarvis for her artistic gifts and inspiration
                  • 	 Liz Song for her gift of photography and for capturing so 	
                  	 many of our cultural events at HopeLab
                  • 	 Kian Kuan for his well honed design skills
                  • 	 Pat Christen, Susan Edsall and Richard Tate for being the 	
                  	 best co-conspirators

                  Many thanks to you all!
In the late 1980s, HopeLab founder Pam Omidyar spent
        her days as a research assistant in an immunology lab.
        At night, after hours watching malignant cancer cells multiply
        under a microscope, she unwound by playing video games
        with her husband, Pierre Omidyar, the software engineer
        who went on to found eBay. As a scientist and game
        enthusiast, Pam began to wonder if giving young cancer
        patients a chance to blast their cancer in a video game might

about   actually improve their health. In 2001, Pam founded HopeLab
        to develop and test this concept, which led to our first
        product, Re-Mission.

        Today we continue to harness the power and appeal of
        technology to improve kids’ health. Our most recent
        product, Zamzee, is a kid-friendly activity meter designed
        to get kids moving and ultimately help battle the childhood
        obesity epidemic. Our future work will explore ways to
        nurture resilience in young people facing adversity.

        The energy and innovation we use in our product
        development is equally applied to the tending of our
        organization culture.

        Read more about HopeLab’s story at www.hopelab.org.

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Check-in Deck

  • 1. Checkin DECK an invitation for presence and connection Chris Marcell Murchison Vice President for Staff Development and Culture HopeLab
  • 2. why this book ? Checkin contents getting acquainted DEC K 01 – 05 inviting presence 06 – 10 diving deeper 11 – 15 reflecting and closing 16 – 19 about Chris
  • 3. why this book? We spend so much time and energy at At HopeLab, we experiment with creating a work. For most of us, it is is a major part of culture where the whole person is nurtured. We believe that under the right conditions – an life yet we often speak of it as somehow environment of connection, respect, integrity, separate from “life” as we strive for work / learning, and joy – the exquisite humans in our life balance. This is a false dichotomy. Work organization have the opportunity to flourish and, as a result, our business will too. It just might be is fully a part of life. Non-work and work – that the workplace has the greatest potential to it is all life, to be interwoven and integrated, improve how we relate to each other, transforming rather than separate and balanced. the workplace and, by extension, the world. The workplace is a perfect laboratory for What you have before you is a collection of our practicing new ways of relating to one most creative and memorable check-in activities at another and to ourselves. HopeLab, divided into four categories: Getting Acquainted, Inviting Presence, Diving Deeper, and Reflecting and Closing. We offer this book as a invitation for you to transform your own workplace. Check-ins are a great first step! Let us know what you learn and how you experiment with and improve upon our ideas. Enjoy!
  • 4. a note on facilitation This is a collection of check-in exercises that My advice to facilitators is this: we have borrowed, customized or designed Ease in. Similar to a social gathering, people often for our own use. I expect you will want to do benefit from some simple structure to help them feel comfortable, to open up, and to meaningfully connect the same. with each other. Every group dynamic is unique, with different Innovate. Re-craft or revise the exercises to meet the needs of your group. players, needs and interests. You know your group best – their personalities, balance of Improvise. Experiment and have fun with it! It’s not world peace, it’s a check-in exercise. Take some risks, extraversion / introversion, openness, make some mistakes, be willing to shift course. Most willingness to take risks, etc. So, mold these importantly, play around with the ideas and have fun. exercises to your group’s needs. You’ll be amazed at the energy you’ll unleash! Engage. Try to engage multiple senses. If an experience can connect to the head, heart and gut participants are more likely to experience it in a deeper way. Bring it! Bring your whole self to these exercises. It is not about perfection, it is about showing up and being your most creative self. In this way you and your exercises will be more compelling.
  • 5. DEC K 01 i am... 02 fortune teller 03 jeffry’s fabrics 04 a welcoming exercise 05 concentric circles Many people are a little bashful in groups, particularly when they are new. This shyness often translates to hesitance, awkwardness and reticence. When multiplied, it can make a group experience less collaborative, less productive and downright painful. Introducing some structured activities to help group members get acquainted can make all the difference. Creating space for this connection can open the doorway for greater openness, trust and interest and allow your group to thrive. getting acquainted
  • 6. TOOLS HANDOUTS PENS D E CK 01 i am... getting a acquainted
  • 7. DECK i am... getting acquainted 01 I have used this exercise a couple of times at HopeLab and with great success. It’s fun and invites self-reflection, inquiry and connection through new, shared insights. Many acquaintance exercises stop at “silly.” Being in a new group can be 1 Create handouts that are 10 sentence completions – all uncomfortable and icebreakers experienced starting with “I am .” as nerve wracking, so it can be tempting to hurry through them or to keep them 2 Distribute the handouts and pens and give participants 3-5 minutes to complete all 10 sentences (typically, as you superficial. However, in our experience, progress you get beyond the obvious responses and begin to if you push through discomfort you are reveal more interesting or meaningful things about yourself). If this is a new group, or one with some new members, the likely to learn so much more about your first “I am ” can be completed with the person’s name. peers / colleagues and even yourself. 3 Have participants mingle silently about the room for 3-5 minutes, looking at each other’s lists. Participants can hold up their lists in front of them as shown in the photo. 4 Then ask participants to find a partner, share his/her list and allow the listener to ask questions to learn more. 5 After both partners have shared (3 - 5 minutes in total), ask participants to find a new partner and repeat the exercise. 6 Complete as many rounds as time allows.
  • 8. TOOLS D e s i gned, p rinted and folded For tune Tellers For a copy of our template, go to our blog post at blog.hopelab.org (May 31, 2012) 1 2 D E CK 02 3 4 5 fortune teller 6 7 8 getting acquainted 9
  • 9. DECK fortune teller This exercise is a “riff” off of a childhood game called getting acquainted 02 Fortune Teller or Cootie Catcher. We crafted this exercise, full of fun and provocative questions, to help conference attendees meet and get acquainted. Fortune Teller design templates and folding instructions are easily available online. We created this exercise for the 2012 To play: Wisdom 2.0 Business conference in San Francisco. The intention was to creatively 1 Have one partner (A) hold the Fortune Teller. help the 400+ participants connect with 2 The other partner (B) chooses one of the outer words. each other and experience the value of Our outer words were values. check-in exercises. 3 Partner A spells out the word, opening and closing the Fortune Teller horizontally then vertically with each letter as they spell out the word. 4 When finished spelling the word, four inner words will be revealed. Partner B chooses one of them. Our inner words were emotions. 5 Partner A lifts up that panel and reveals and reads the question there that relates to the chosen emotion. 6 Partner B responds and thus ensues a fun “get to know you” conversation! If time allows, instructing participants to fold their own Fortune Tellers would be a fun addition to this exercise.
  • 10. TOOLS a ss or ted fabri c samples D E CK 03 jeffry’s fabrics getting acquainted
  • 11. DECK jeffry’s fabric getting acquainted 03 We always begin our HopeLab board meetings with a check-in exercise. Since we only meet a few times each year, the check-ins are a nice opportunity to re-connect with each other. Jeffry, a 1 Collect a diverse selection of fabric samples. businessman and interior designer who Spread them out on your meeting table. serves on our board, devised this wonderful exercise. 2 Ask participants to choose one they like. 3 In a go-round, have participants share what appealed to them about the particular fabric they chose (its pattern, texture, etc.) and how this fabric might represent something about them or their role in the group. Note: When we did this exercise, one participant creatively drew upon the list of materials and other information (like fire retardance) on the back of the fabric sample label for inspiration. Delightful!
  • 12. a welcoming DECK getting exercise 04 acquainted In any organization the introduction and orientation of new team members is an important and highly leveraged opportunity. Take advantage of it! Doing this well allows for quick connection, immersion and productivity. Our Research and Product Development team came up with a fun way to do this. After general introductions by all team members, have each existing staff member introduce themselves and share the following: DECK 04 1 Share 1 or 2 things you have learned at work. 2 Share 1 or 2 things that you do in your role that you a welcoming never expected. exercise 3 Name a “super-power” of one other person in the group, something they do really well and seemingly effortlessly. This exercise has been an effective way to introduce getting acquainted new staff members to the areas of expertise of their new colleagues. It is also a great way to illuminate for all team members the amazing talents in the group.
  • 13. TOOLS This is a fun activity which allows for a maximum number of introductions in a c hi me or short amount of time. I like this exercise bell because the questions can be tailored to the group – focusing on basic introductions or infused with more serious questions related to the content of your meeting or questions designed to elicit deeper sharing. D E CK 05 concentric circles getting acquainted
  • 14. concentric DECK circles Some Sample Questions getting acquainted 05 • What vegetable do you most resemble? • Which of the four seasons do you most enjoy? If you had to be trapped in a TV show for a month, 1 • Divide the group into two. which show would you choose? 2 Create two circles, with equal numbers of people, • You can cast any actor alive or dead to play you in a film about your life. Whom would you cast in the role? one inner and one outer - the inner circle facing outward and the outer circle facing inward. Each person should be • If you could have one superpower, which would opposite and paired with one other. you choose? 3 The facilitator poses the first question to the • What’s the first thing you notice about someone when you meet them? group. Each person in a pair takes turns answering the question. The listening partner does so actively, • If you could be any age again for one week, what age asking questions for clarification or deeper understanding would you be? where appropriate. • If you could have another occupation for one week, what occupation would you choose? 4 After about 5 minutes close the conversations (a • What was your favorite toy as a kid? chime or non-offensive bell is handy) and then ask the inner circle to rotate clockwise by 3-5 people so they are • What’s the best compliment you’ve ever received? facing a new partner. • If you could have personally witnessed one event in 5 Pose the second question and so on. history, what would you want to have seen? • What did you want to grow up to be when you were little? 6 Conduct as many rounds as time allows.
  • 15. DEC K 06 a tea exercise 07 energy check-in 08 seuss 09 pot-shots 10 paint a postcard In our busy worlds of work tasks and projects, email, texting, cell phones, etc., it is easy to be distracted when entering a meeting. Our minds can continue to race with distracting thoughts throughout the meeting. Bringing attention to this, and creating an opportunity for group members to “press the pause button,” can help them focus their attention and be present for the task at hand and to the relationships in the room. As a result, your meeting is likely to be more engaging and yield greater results. inviting presence
  • 16. TOOLS t e a balls Our President, Pat Christen, asked me to create and facilitate a check-in exercise for a Board meeting – d ecorati ve boxes, as sor ted something centered around tea or a tea tea ceremony. This is what I came up with! Lorem ipsum  dolo r sit sed diam nonu  am mmy et,   nib co h e ns uis ec mo tet d t ue inc r a idu di nt  u pi t l sc a ing   or   ee t p rinted tea quotes D E CK 06 a tea exercise inviting presence
  • 17. DECK a tea exercise • Share a memory your tea inspires –“This tea inviting presence 06 reminds me of .” 7 In closing, invite participants to make and enjoy a cup of “their” tea sometime in the near future and be 1 reminded of the exercise and their inspired memory. Prepare small boxes that contain tea balls filled with a variety of fragrant teas. Wrap each tea ball in tissue paper and place one in each box along with a tea-related quote (see samples quotes). I like to use a decorative box, wrapped beautifully, so it looks curious and inviting. Sample Tea-Related Quotes 2 Start by asking participants to take three deep As a practice, tea can be a source of pleasure for a lifetime. It is a way to focus, to center. In a world constantly telling you to hurry up, it is the breaths – to “press the pause button” on any distracting easiest way to slow down. – Norwood Pratt, New Tea Lovers Treasury thoughts and to bring focus and attention to the exercise.    Never trust a man who, when left alone in a room with a tea cozy, 3 Ask participants to notice the box in front of them. doesn’t try it on. – Billy Connolly (Actor) Then invite them to unwrap and open their box. ...She had that brand of pragmatism that would find her the first 4 Have participants quietly read the quote inside. brewing tea after Armageddon. – Clive Barker, Weave-World   Tea. Earl Grey. Hot. And whoever this “Earl Grey” fellow is, I’d like 5 Then have participants hold the tea ball to their to have a word with him… – Jean-Luc Picard, Star Trek nose and take in the aroma of their tea. Ask them to Strange how a teapot can represent at the same time the comforts of quietly reflect on what they smell and what memories solitude and the pleasures of company. – Author Unknown    are evoked. There is no trouble so great or grave that cannot be much diminished 6 In a go-round, ask participants to: by a nice cup of tea. – Bernard-Paul Heroux (Philosopher)   • Read aloud their quote. May you always have walls for the winds, a roof for the rain, tea beside the fire, laughter to cheer you, those you love near you and • Describe the aroma of their tea. all your heart might desire. – Old Irish Blessing  
  • 18. TOOLS Several years ago, we began q ues ti ons experimenting with a wellness program on a handout or at HopeLab called HOGS (health and fli pchar t ( o pti onal) other good stuff). The program focuses on engagement and energy management in four dimensions – physical, emotional, mental and spiritual energy. D E CK 07 energy check-in inviting presence
  • 19. energy DECK inviting check-in 07 Who am I becoming? Do I feel a sense of purpose today? presence Where? How? What rituals might I create that would give me a greater sense of meaning in my life? What am I thinking? What is in my head? Is there a pattern to the thoughts in my busy mind? Am I able to maintain focus Periodically, we find it helpful for staff to or am I consistently distracted? How might I bring more focus check-in on how they are managing and to my attention? investing their physical, emotional, What am I feeling? What emotion/s am I feeling right now? mental and spiritual energy. The following How consistent with my personal values are my emotional are some questions we’ve posed for this responses in any given situation? Are my responses different at work than at home? If so, how? How much nega- purpose, some of them drawn from the tive energy am I experiencing – defensiveness, book The Power of Full Engagement, by frustration, anger*, fear, resentment, envy? How might I Jim Loehr and Tony Schwartz. redirect this energy in a more positive direction? What am I sensing? How does my body feel right now? What physical sensations do I notice? How are the choices I am making – my habits of nutrition, exercise, sleep, and the balance of stress and recovery – affecting my physical energy? What choices might help me maximize my physical energy to fuel my engagement and my goals? * Note – anger is not necessarily a negative emotion! In fact, the expression of anger can sometimes be highly creative, supportive and beneficial for self and others.
  • 20. TOOLS DECK seuss inviting presence 08 quote cards In our 2012 strategic plan, presented to our Board, HopeLab’s Management Team got creative and used Dr. Seuss’s Horton as a muse to tell the story of our work for the coming year. As a check-in for the board meeting I collected a variety of Dr. Seuss quotes (there are hundreds available online!) and created cards out of them. We spread the cards out on the meeting table and conducted the following exercise: Ask participants to browse the selection and pick two cards: 08 • One to describe how they are feeling at year’s end DECK and another that reflects their thoughts or feelings about the year ahead. • In a go-round, have participants read each quote then describe why they chose it. seuss For us, this exercise proved to be a creative and meaningful opportunity for reflection and sharing, perfect for a year-end planning meeting. inviting presence While Seuss quotes worked for us, any collection of funny, provocative or inspiring quotes would work well. You could also use this exercise at any time of the year to inspire thoughtful reflection.
  • 21. TOOLS DECK pot-shots inviting presence 09 P ot-Shot cards Over the course of 40 years, Ashleigh Brilliant has produced a vast archive of original thoughts, each one expressed in 17 words or less. She calls her cards “Pot-Shots” or “Brilliant Thoughts” and they are designed to “hit” you in your heart, brain or funny bone - or perhaps all three. She has amassed a collection of over 10,000 cards to date and they can be ordered at ashleighbrilliant.com. We have our own box of Pot Shot cards (a very large one) and use them regularly. They are a creative way to access people’s DECK 09 thoughts and feelings. Here’s how we use them: 1 Scatter an assortment of cards on your meeting table and ask participants to pick one that says something about pot-shots them, something they are willing to share with the group. To set more context, the instruction could include how people are feeling in general today; how they are feeling about work today; about the week/month/year ahead; about a particular team dynamic or the status of a project; etc. Allow 3-5 inviting presence minutes for participants to choose a card. 2 In a go-round, have participants read their card aloud and then share with the group why they selected it.
  • 22. TOOLS painting a DECK inviting postcard 10 presence Watercolor PAI NTSETS In crafting an exercise, it is often helpful to think about the use of different senses and imagery, not just words, to tap into everyone’s creativity. Watercolor p o s tcards Pat Christen concocted this exercise as a board meeting check-in with the caveat that “no talent is required.” With this disclaimer, we all painted away and, not surprisingly, produced some lovely art! The process was quite joyful. Pat then mailed pens the cards to each of us at the address we provided. Receiving the postcard in the mail several weeks later was a sweet reminder of the exercise and of our time together. DECK 10 1 Gather watercolor postcards and small watercolor sets. p os tage stamps Have these, plus small cups of water and paper towels, at each participant’s place setting. 2 Pose the following question to the group for inspiration: paint a postcard Coming into this meeting, how do you intend to “show up” or be present? 3 Have participants draw/paint their response to this inviting presence question. (10-15 minutes) 4 When completed, in a go-round, have participants share their postcards and describe what they created and its significance to them. 5 At the end of the exercise, have participants self-address their postcards. Collect and mail them at a later date of your choosing.
  • 23. DEC K 11 give an authentic gift 12 engaging the spirit 13 busy 14 story spine 15 finding your genius When a group has been working together for a while and is well acquainted, there is an opportunity to create even deeper and more meaningful connections. Taking this opportunity requires greater risk for group members but offers greater reward. diving deeper
  • 24. give an DECK authentic gift 11 diving deeper We have been experimenting a lot with the power of improvisation. I crafted this exercise as an opportunity for group participants to acknowledge and appreciate each other. 1 Gather participants in a circle. 2 Have the group take a moment to be still with each other. A short breathing exercise is useful, e.g., have the group breathe in and out together, each to the count of five. DECK 11 3 Have participants consider the person on their left – How have you experienced this person so far in the group’s time give an together? What have you observed? What have you learned? What seems important to him/her? What have you seen this authentic gift person struggle with? 4 With the above in mind, craft an imaginary gift to give to this person. diving deeper 5 To demonstrate, start with yourself, and give your imaginary gift to the person on your left, acting out the process of giving it and describing the gift and why you chose it to give. 6 Continue the gift giving around the circle until the last gift is given to you.
  • 25. TOOLS In our health and wellness program at d ec orat iv e or n a m en t HopeLab, we pay specific attention to the or box ways we invest and use energy physically, emotionally, mentally, and spiritually. A long-time friend and organization con- PA P E R sultant, Susan Edsall, created this “spirit” exercise as part of one of our staff retreats. The personal notes produced in the PEN exercise were stuffed into handmade ceramic ornaments for safekeeping. The DE CK 12 ornament could be broken open at some engaging future point to reveal and remind you of your reflections. Our beautiful clay the spirit ornaments were crafted by our artist friend Sheri Jarvis (sherimjarvis.com) but any decorative container could be used. diving deeper
  • 26. engaging DECK the spirit 12 diving deeper 3 Participants should respond to this sentence stem over and over again with various versions or possibilities until they start hitting on something that really rings true. They might feel a surge of energy 1 Set the context for the exercise. Referencing our or emotion at that moment. clay ornaments, we made the analogy that these beautiful objects were once just a lump of wet brown 4 At the end of the 30-minute free-write, have clay, but were turned into objects of beauty through participants choose a piece of origami paper or other the devoted attention of the artist - thinking of the lightweight paper and write their clarified purpose shape, forming the clay, carving it, firing the ornament, statement on it. Then they should roll the paper into a glazing it and firing it again. It is a detailed and lengthy tight scroll and put it in the hole of the ornament or in process, riddled at various times with error, excitement, the container you have provided. tedium, exploration, discovery, satisfaction,   disappointment, and discipline. 5 Encourage participants to place their ornament wherever they can see it daily or in a place that is of The same is true of the intention we bring to our special significance so it reminds them of the exercise own lives. and of their life purpose and the kind of intention that is necessary to bring it to pass.   2 Ask participants to commit to 30 minutes of continued “free writing” with no editing or criticism allowed. Assure them that they will not be asked to Insert purpose here. share anything that they write unless they want to. The free writing stem is: “The purpose of my life is....”
  • 27. TOOLS DECK busy diving deeper 13 q ues ti ons on a handout or Over the course of one year, I noticed a pattern of staff fli pchar t ( o pti onal) remarking about how “busy” they were, and not always in a good way. I was curious about this, about the cause of this busy-ness, how we might be creating these burdensome conditions ourselves, and how we might PAPER un-busy ourselves to create a more intentional and satisfying workload and life. I crafted the following questions after reflecting upon my own PEN busy-ness. I posed these questions for individual reflection and then group discussion in a Management Team meeting DECK 13 during a strategic planning session. The intent was to be sure we (individually and collectively) were not creating completely unattainable goals for the year ahead. busy What is your relationship to being busy? • • What might you get out of being busy? • How do you know when you are too busy, when you have slipped from being busy to being overwhelmed? • How might others know or recognize when you are diving deeper too busy? • What are the consequences of being too busy? • What typically gets back-burnered when you are busy? • What might be the consequences of that – for you? Your colleagues? The organization?
  • 28. In the summer of 2011, I took part in DECK an intensive four-day improvisation workshop. In it I discovered the story spine powerful principles of improv and diving deeper 14 how they apply not only on the stage but in life. We used a version of this exercise in a staff retreat, as a way to illuminate how easy it is to create unhelpful stories about situations in the workplace and in life. The Story Spine exercise can help you uncover the TOOLS impact of your stories. 1 Divide the group into triads. 2 Have each person share a story following the outline below. Stories about a conflict or something that “bugs” you q ues ti ons on a DECK 14 are particularly useful and instructive. handout or • Once upon a time… fli pchar t ( o pti onal) • It was… • So every day… story spine • And because of that... • And because of that… • And because of that… • Until finally… • And the moral of this story is… diving deeper 3 After each person has shared a story, the triad can debrief with the following inquiry: • Is this story a familiar one in your life? How? • How does telling this story help you? How might it not be helpful? 4 After each triad has completed their storytelling and debriefing, discuss the exercise in the larger group by asking for any reflections, ah-ha’s or things learned.
  • 29. TOOLS The purpose behind this exercise is to provide a means for participants to identify ar t their “genius” through a process of discovery. p o s tcards, q u esti ons on a We crafted a series of tasks to help people h a ndout or flipchar t illuminate times and activities when they felt ( o pti onal) they were in “flow” (a term coined by Mihaly Csíkszentmihályi). Flow is a state of paper concentration or complete absorption with an activity, so much that you might ignore or forget about time, eating, etc. It is a time paper when you are completely involved in an DECK 15 activity for its own sake and you’re using your skills to the utmost. finding your When you are in flow there is a freedom to genius express, to just be, without fear of external motivation or judgment. In this space you are likely to be expressing genius, the natural diving deeper talents or gifts you have. This exercise is designed to help you discover your genius and how you might create opportunities to express it even more!
  • 30. finding your DECK 4 On the back of the art card, participants genius 15 should write down what they see as the diving deeper thread between their flow experiences? These might be: • A common activity 1 Ask participants to reflect on times in their lives when • Common kind of companion • Certain skills or talents being used they were in a state of “flow.” • A certain kind of motivation • To help, think about specific periods of life – • A shared emotion First decade - Birth to 10 years Second decade - 11 to 20 years 5 What is the genius being expressed? Third decade - 21 to 30 years Fourth decade - 31 to 40 years 6 In small groups (no more than 4 people): Fifth decade - 41 to 50 years • Share the common characteristics you discovered • For each decade, write down things you did that were about your “flow” experiences (share as much/little as a “flow” experience. Write down as many as you can you like) think of. • What does this imply about your genius? 2 Scatter a variety of art postcards on the floor. • In what ways might you use your genius more? For postcards, go for the greatest diversity you can find – • Note - others in the group should listen attentively and art genres, subject matter, etc. then respond to what they have heard – Does what you 3 Ask participants to have heard make sense to you, given how you know this person? What might you add? choose an art card from the floor that seems to 7 In the large group, have participants share what struck represent all that they them as interesting or helpful in this exercise. just wrote down.
  • 31. DEC K 16 letter to self 17 you are... 18 in a box 19 one-word-at-a-time wisdom Providing space at the end of a meeting or retreat for reflection allows for learning and creates an opportunity for participants to think about how they can apply and sustain what they have learned. It is a powerful pause that supports impact. reflecting and closing
  • 32. TOOLS Sometimes in meetings or retreats, the en evelopes day ends with some learning to practice or some goal to achieve. A check-out exercise can remind and encourage PAPERs participants of these intentions. PEN D E CK 16 letter to self reflecting and closing
  • 33. DECK letter to self reflecting and closing 16 Below is a reaction from one of our staff members to receiving her card to herself months later: “On my refrigerator door hangs the note I wrote to my child In one particular staff retreat, our group self at the retreat.  I wrote that note at a time in my life when spent time discovering our “genius,” I was struggling with a major life decision, and I knew I was in our individual core talents, and reflecting for a challenging road ahead, no matter the decision I made.  on how we can express this more in our Writing that note was a powerful exercise in the moment – personal lives and work. We ended the day it helped me to ground myself in love and let the decisions with this exercise: I was struggling with flow from this space. And then to read it a few weeks ago, wow.  What a blessing and a reminder that 1 Imagine you see yourself as a child standing despite how painful a situation can be, when rooted in love, before you. it’s all worth it. ” 2 Given our work today, and what you have learned about your self and your genius, what advice would you give to unleash this child’s (your) genius? 3 Write down what you’d say on the provided card. When done, insert the card in an envelope and address it to yourself. 4 Facilitator – collect the envelopes from everyone and mail them at a future date of your choosing.
  • 34. TOOLS DECK you are... reflecting and closing 17 o n e pos ter p er pers on This exercise is a nice follow-up to the “I am” check-in activity. At the end of a meeting or retreat, this exercise is a nice way for participants to affirm each other. p en/ marker 1 Create posters, one for each participant, with their name at the top. 2 Tape the posters around the room, allowing ample space between posters. 3 Distribute pens or markers and instruct participants to DECK 17 make their way around the room, writing an affirmation for each team member. Depending upon the content of your meeting, this exercise could be framed in different ways: • A skill, strength or competency observed you are... • A contribution this person has made to the team • Something you appreciate about the person 4 The length of the exercise will depend upon the number of participants. A helpful formula might be 30 seconds reflecting and closing multiplied by the total number of participants. 5 At the end of the exercise, have participants take down their poster and review the comments their peers have made. 6 The exercise might be debriefed as a large group, asking participants to share what it was like to write the comments and to receive them.
  • 35. TOOLS DECK in a box reflecting and closing 18 b o x, random obj ects ( m ore than I love this exercise. It is so random and so interesting n u mber of par ti ci pants) to see what people come up with! 1 Collect a variety of random, varied objects and place them in a box. 2 At the close of your meeting, have each participant blindly select an item from the box. 3 Instruct participants to reflect on how their chosen object 18 might represent what they learned in the meeting or how they DECK will use the meeting’s content in the future. 4 In a go-round, have participants share what their object is and their answers to the questions. in a box 5 You can let folks keep their object if you like, as a fun reminder of the day. My craziest box object was a fart machine with a remote reflecting and closing control. When the lucky person who drew this object was about to report out, I made it “fart” which greatly amused our group!
  • 36. one-word-at DECK reflecting and a-time wisdom 19 closing Here’s another improv activity inspired by a game called Proverbs in which participants invent a new proverb by speaking it one person and one word at a time. I have adapted the exercise to be a group reflection on the outcomes or learning from a meeting or retreat. 1 Have participants stand or sit in a circle. 2 Ask the group to reflect quietly for a moment on the day DECK 19 and what they learned. 3 Then have one person start by saying one word. The next one-word-at- person in the circle (going clockwise or counter-clockwise) a-time wisdom adds the next logical word to what was just said. 4 Continue around the circle until a “wisdom” has been completed. At that point, the whole group claps, supporting the wisdom, and then the next person in the circle starts a reflecting and closing new wisdom. Note – like a proverb, wisdoms are intended to be short and wise (or pithy!). Some examples from our team: • Beware of mysterious objects in a box • Check-ins are good for the soul 5 Continue making wisdoms for as long as it makes sense. The activity will move along more smoothly as the group gets the hang of it.
  • 37. Why is this work important to me? I grew up in a military family. We moved many times during my childhood – between various countries, between rural and urban centers, between ethnically diverse and homogenous communities. This nomadic life left a mark on me and being “new” was a challenge I learned to navigate. Along the way, I developed a keen sense of the actions groups and about Chris communities can take that can leave one feeling either welcomed or sidelined. From my life experience, I developed a mission to support people feeling welcomed. Check-in exercises are one of the tools I use to accomplish this. Facilitating these exercises has been a tremendous experience for me. I have explored the limits of what works (and doesn’t) and have experimented with many ways of creating positive “energy” in groups. I am proud to be the gardener of the HopeLab community and culture and I give great thanks to my colleagues for their encouragement and openness to grow and create with me. For more information please contact me at cmurchison@hopelab.org. Chris
  • 38. This project is inspired from 30 years of experience with check-in exercises – from the many workshops, ropes courses, orientation sessions, retreats and other group experiences I have had the privilege to participate in. These experiences have informed my philosophy and practice and I am grateful. Many people have helped me learn this craft. I particularly want to acknowledge the following: • My student affairs professors, mentors and colleagues • The hundreds of students, employees and friends that have engaged in these exercises with me over the years Acknowledgments • All the facilitators, trainers and OD professionals that I have observed and learned from • The staff at Bay Area Theater Sports (BATS) in San Francisco • The staff at HopeLab for being the most awesome guinea pigs and co-learners This project would not have been successful without the contributions of: • Diana Chapman for the inspiration to start this project • Sheri Jarvis for her artistic gifts and inspiration • Liz Song for her gift of photography and for capturing so many of our cultural events at HopeLab • Kian Kuan for his well honed design skills • Pat Christen, Susan Edsall and Richard Tate for being the best co-conspirators Many thanks to you all!
  • 39. In the late 1980s, HopeLab founder Pam Omidyar spent her days as a research assistant in an immunology lab. At night, after hours watching malignant cancer cells multiply under a microscope, she unwound by playing video games with her husband, Pierre Omidyar, the software engineer who went on to found eBay. As a scientist and game enthusiast, Pam began to wonder if giving young cancer patients a chance to blast their cancer in a video game might about actually improve their health. In 2001, Pam founded HopeLab to develop and test this concept, which led to our first product, Re-Mission. Today we continue to harness the power and appeal of technology to improve kids’ health. Our most recent product, Zamzee, is a kid-friendly activity meter designed to get kids moving and ultimately help battle the childhood obesity epidemic. Our future work will explore ways to nurture resilience in young people facing adversity. The energy and innovation we use in our product development is equally applied to the tending of our organization culture. Read more about HopeLab’s story at www.hopelab.org.