A Shared Framework for Leadership Leadership Formation for Catholic Health and Social Ministries

Kathy Brown

Senior Director, Mission and Ministry Catholic Charities USA

Brian Yanofchick

Senior Vice President, Mission KentuckyOne Health

Why Talk About Leadership Formation?

Preponderance of lay leadership
Prepared as leaders of organizations Prepared as leaders of a ministry

Increasing diversity of staff

Racial, ethnic, religious diversity Disappearance of the Catholic ghetto

Increasing diversity of populations served Changing expectations from civil authorities as well as

communities

Resulting Challenges
Assuring that our organizations maintain the integrity of

mission, values and action Leadership with ministry as well as business competencies Staff that act out of respect for Catholic tradition even if they are not a part of it Responding to new community needs within the framework of the Catholic moral tradition

Relating Leadership Development and Formation

Leadership Development
Knowledge Skills Behaviors External environment

Leadership Formation
Internal dispositions Values Motivation Mission Spiritual dimension

Your Perspective
What constitutes mission in your work setting?

What does it take to support mission as you understand it?

Ten Ways Catholic Charities are Catholic

Rooted in the Scriptures An integral part of the Recognizes physical,

Catholic Church Promotes the sanctity of human life and the dignity of the human person Authorized to exercise their ministry by the diocesan bishop Respects the religious beliefs of those we serve
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mental and spiritual needs Special relationship to the Catholic diocese and parishes Works in active partnership with religiously sponsored charities Supports an active public/private partnership Advocates for those in need

Your Perspective
Does this list represent Catholic Identity or Mission? What is the relationship of the two? Which is the greater focus for formation?

The Formation Experience in Catholic Health Care

Painting the Big Picture

CHAs Ministry Leadership Development

Committee identifies need to recognize progress and promote leading practice ministry

Surveyed 18 health systems representing 65% of the

Program directors 25 alumni of formation programs
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Focus of the Project

Executive formation programs Gather insight about what is working Share learning and encourage development Address other formation needs through subsequent

efforts

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Systems Surveyed
Ascension Health Bon Secours Catholic Health East Catholic Health Initiatives Catholic Healthcare Partners Christus Catholic Health West Covenant Health Peace Health Provena Health System Providence Health and Services
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Resurrection Health System Sisters of Charity of Leavenworth Sisters of Mercy Health System St. Joseph of Orange Health System Trinity Health Via Christi Health System Wheaton Franciscan Health System

Goals for the Project

Reflect what is best about current efforts Encourage consensus regarding goals, structure,

content and process of formation Nurture the development of more formation efforts Encourage movement toward critical mass

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The Current Environment

Well-formed leaders are needed because: Health care is changing at an accelerating pace Social inequities are becoming more apparent Religious and ethnic pluralism are realities Dialogue with the larger Church is increasingly important and challenging Desire to retain the legacy and charism of religious founders

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The Need
Leaders who. . .
Are conversant in the languages of business and ministry Who understand how what they do represents the church, even if they

themselves are not Catholic Demand a similar competency within their areas of responsibility Know how to integrate mission/ministry interests into normal operational issues Evaluate performance based on mission interests as well as business interests

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The Grounding for the Framework

Vatican II vision of the role of laity USCCBs Our Hearts Were Burning Within Us Benedict XVI Caritas in Veritate: formation of the

heart CHAs Vision 2020 Statement

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Description of Formation
Personal and communal Rooted in lived experience Integrates Catholic tradition Transformational for individuals, organizations,

communities Sustains the ministry

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Integrating Formation and Development

Organizational Culture

Leadership Development

Leadership Formation

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Key Principles
Rooted in the Catholic tradition Scripture Theology Spirituality Reflects founding charisms/legacies Inclusive of individuals from other-than-Catholic

traditions

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Key Principles
Transformational for individuals, organizations,

communities Outcomes guide content and process design Content and process are evaluated and revised as necessary to remain relevant Formation is integrated into behavior, business practice, clinical activity

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Outcomes
Engages the lived experience of women and men in

their ongoing growth as leaders Integrates, articulates and implements the rich tradition of Catholic health care

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Outcomes
Transforms those being served as well as individuals,

organizations, communities Sustains Catholic health ministry in the present and for the future

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Core Content
Heritage and Tradition Mission and Values Vocation Spirituality Catholic Social Teaching

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Core Content
Organizational and Clinical Ethics Leadership Style Holistic Health Care Diversity Church Relations

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Approaches
Method Retreat Cohort Team Pilgrimage or immersion programs Mentoring

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Approaches
Useful Practices Mandatory participation Adult learning principles Capstone/inter-session projects Collaboration with theological schools

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Approaches
Useful practices Diversity of formation teams Integration of personal and communal prayer Narrative Connection to work responsibilities

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Measures of Effectiveness
Organizational impact Personal impact Community Impact

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Sustainability
Sponsorship and Board support Organizational commitment to formation Adequate funding to address needs Ongoing elements beyond formal programs

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Work Yet To Be Done

Drive formation deeper into our organizations Identify effective assessment frameworks Qualitative, Quantitative Metrics for institutional commitment Metrics for institutional impact Inter-system collaboration Consensus on leadership competencies that support formation

outcomes

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Work Yet To Be Done

Promote the practice of hiring for mission fit Appropriate funding Creative use of electronic media Opportunities for engagement with dioceses

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Questions

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Your Perspective
What is the shape of formation in your current work

settings?

What shape should it take in the future? How could Catholic Charities USA support you in your

efforts?

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