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Caroline AtteyaTamika Isaac

Oscar Perez

Lauren Puishys

Worcester Polytechnic Institute ! 2015

Enhancing the Mentor Network at

Voces Vitales Costa Rica

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3 3 3 3

Voces&Vitales&Costa&Rica

Professional&W

omen's&

Network&Paris

Rotary&Club&Costa&Rica

Voces&Vitales&Argentina

Professional&W

omen's&

Network&Global

Sucessful&W

omen's&

Network&Always

Wom

en's&Success&

Network

Alcoholics&Anonymous

Girl&Scouts&of&the&United&

States

Savor&the&Success

Lean&In&Circes

Totals

Greater*than*

or*equal*to*

50%*of*the*

organizations*

use*this*

practice

Support

1.&Club&Meetings/Circles x x x x x x x x x 8 !

2.&Mentorship x x x x 3

3.&Online&Support&Groups x x 1

4.&Think&Tanks x 1

Social*Interactions

5.&Guest&Speakers x x x x x x x 5 !

6.&Group&Get&Togethers x x x x x x 6 !

7.&Community&Service&Participation x x x x x x 5 !

8.&Retreats x x x x 4

Career*Advancement

9.&Workshops x x x x x x x x x 8 !

10.&Networking&Events x x x x x x x x 7 !

11.&Awards/Scholarships x x x x x x 5 !

12.&Leadership&Opportunities x x 2

Access*to*Information*and*Resources

13.&Social&Media&Pages x x x x x x x x x x x 10 !

14.&Virtual&Platform x x x x x x x x x 9 !

15.&Newsletters x x x x x x x 6 !

16.&Online&Communication x x x 3

17.*Membership*Fee x x x x x x 6 !

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C o p y r i g h t © 2 0 1 5 W o r c e s t e r P o l y t e c h n i c I n s t i t u t e

IMPLEMENTATION GUIDE !

08 Fall$

For the addition of more services to the VVCR mentor network

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Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 !Getting Started .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 !How To Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 !Part 1: Implement Lean In Circles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 !How To Set Up Circles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 !Lean In Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 !Setting Up the VVCR circles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 !Organizing your circles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 !Evaluating your circles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 !Part 2: Incorporate a social aspect into mentor trainings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 !Training One .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 !Training Two .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 !Training Three . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 !Part 3: Hold monthly social get-togethers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 !Part 4: Offer workshops with different topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 !How will VVCR workshops work? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 !How to Set Up Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 !Part 5: Hold professional networking events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 !How to Set Up Professional Networking Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 !Part 6: Provide advertising opportunities and discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 !How to provide advertising opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 !How to organize an advertisement service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 !Part 7: Implement a virtual platform .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 !How to Implement Wild Apricot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 !Part 8: Implement a $25 annual membership fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 !Summary Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 !Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 !

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Introduction This Implementation Guide is intended to assist VVCR with the implementation of additional services to the VVCR mentor network. VVCR is a young and thriving network and this guide is aimed at helping VVCR gain in numbers, activity, and retention. The prerequisite to using this Implementation Guide is for the reader/user to have an understanding of VVCR’s current mentor network and the best practices of women’s networks. You can learn or refresh your knowledge by:

• Reading the WPI research paper on VVCR’s mentor network

Once you gain an understanding of what the VVCR mentor network offers, you will be ready to use this Implementation Guide. The Implementation Guide will first address/ provide the framework for the process involved for successful implementation of these services. Then the guide will provide detailed directions and best practices of each of the different areas. With each area, you will be given a general overview so that you can plan accordingly and stay organized, a list of any required supplies, and a checklist to keep track of your progress. Also, the guide includes tips and guidelines for guaranteed success with each implementation. We wish you the best with this Implementation Guide!

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Getting Started

How To Use This Guide This guide provides step-by-step directions on how to start and maintain these activities. Please pay attention to the tips, notes, and references that are provided throughout the document because they guide the user and call their attention to ideas that need to be taken into consideration, highlighted, or revisited. Each section details a different service that can be added into the VVCR mentor network for enhancement and improvement. All of the services are in regards to the reasons why women join networks: support, social interaction, career advancement, and access to information and resources. We also address how to obtain funding. The different services are broken down into subsections that provide more detail and provide the user with more in depth knowledge. Pictures and models are also shown in order to facilitate the detailing of each service.

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Part 1: Implement Lean In Circles We recommend the implementation of Lean In Circles to the mentor network. The following section outlines how to implement Lean In Circles. Be sure to follow the to do list and checklist at the beginning and end of the section. Remember to pay close attention to any tips or hints along the way. Happy implementing! A few ideas to remember and think about: + Circles are aimed at providing support + Circles are small peer groups + Circles are based on creating a sense of community and fostering a collective identity

How To Set Up Circles To do list:

• Go to Lean In, leanin.org , and download their free resources. These resources include: Circle Kickoff Kit, Circle Education Kit, and Circle Exploration Kit (See Additional Resources, pg. 28).

• Read through each kit in order to get an understanding of the methodology

• Determine the themes of the pilot circles • Determine the period of time that each circle will run • Determine how circle fees will be handled • If you want more information, visit the Circle FAQs page on leanin.org for

guidance and to view examples of other networks, businesses, and schools that employ circles

Lean In Methodology Task: Please download and familiarize yourself with Lean In’s Circle Kickoff Kit, Circle Education Kit, and Circle Exploration Kit. All of the circles will follow the Lean In methodology developed by Sheryl Sandberg.

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Lean In provides free resources on how to start, manage, and maintain circles. Each VVCR circle will be a small group of mentors. The circles will contain two moderators, along with the remaining mentors in the circle. The moderator roles are divided between a manager and facil itator . These individuals are

responsible for organizing, managing, and guiding what goes on in the circle. The moderators assume more responsibility than the rest of the mentors. Any mentors willing to assume these roles will need to be informed beforehand and agree to the responsibilities. For more on the Lean In methodology, please refer to leanin.org . By this time, you should have the three Lean In Kits. Lean In clearly outlines how to successfully employ their methodology and it is easy to follow. To start, be sure to use their methodology as a model of how to set up your circles. The rest of this chapter provides further guidance, apart from the Kits.

Setting Up the VVCR circles Task: Choose 5 different themes for the pilot circles. On the encuestafacil questionnaire, the mentors indicated the different circle themes they would like to see.

Remember that the methodology that Lean In outlines and provides has room for modification. They encourage making circles your own. If you want to add or remove things from the circle feel free to do so.

NOTE

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The themes included: Art Businesswomen Business Owners Cooking Entrepreneurs Executive Women Finance Film Furthering Education Humanitarian Leadership Literature Mindfulness Networking Professional Women

Personal Growth and Development Professional Growth Running Self Help Single Mothers Spirituality and Religion Stress Management Swimming Time Management Wellness Working Mothers Women In Technology Young Entrepreneurs Yoga and Meditation

Using the list above as a reference, choose five different themes for the pilot circles.

Organizing your circles Now it is time to set the conditions for your circles. Task: Set a time limit for the circles.

Keep in mind that the mentors chose many themes they would like to see. For the 5 pilot circles, pick a diverse group as to maximize the amount of women that will want to join the pilot circles.

NOTE

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Circles will run more than once a year in order to prevent exclusion. Each pilot circle will start the same month and run for six months . The circle meetings will be every month for 2 hours. Task: Limit the amount of mentors in each circle. Lean In describes circles as small peer support groups. They describe a circle as 8 to 10 women. Each circle at VVCR will contain 5 to 15 mentors. Task: Determine the circle fee. There can be activities and events within the circles. There may also be supplies needed. If a circle charges a fee, each circle will cost $5 USD or 2,500 colones per meeting to fund anything that goes on in the circle. This amount may vary depending on the circle so the amount is subject to change. The moderators of the circles should handle the circle fee. The manager and facilitator can determine who will assume responsibility within each circle. You should create and provide them with a document for tracking. This document will record the number of women in the circle, along with each mentor’s payment history and a log of what the money goes towards. Task: Choose a virtual communication platform for the circles Mentors will need to be in contact outside of circle meetings for communication, such as updates and reminders. Please decide which virtual communication platform for each circle to use. All of the circles should be on the same communication platform so that different circles can communicate with one another. You may use:

• Lean In’s Circle Hub • Lean In’s Mightybell • Facebook • A virtual platform dedicated to VVCR • Etc.

Congratulations, you’re ready to start your circles. Task: Notify the mentor network that you are introducing circles (i.e. email or Facebook).

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Introduce the mentor network to circles. Briefly, explain the methodology, present the pilot circle themes, and provide a description of what the circles will entail. Lastly, invite the mentors to join the circles.

• Send out a sign up sheet for mentors to join the circles • Joining circles should be on a first come first serve basis • Allow the mentors a week to choose a pilot circle to join • Provide a contact person at VVCR for mentors who are interested in

becoming moderators to reach out to (Note: This will also be on a first come first serve basis)

Now that you have everything set up, let’s make sure you covered everything.

Checklist ____ Create 5 different circle themes ____ Set your circle conditions (i.e. circle fee, amount in each circle, etc.) ____ Notify the mentor network ____ Start the circle

Well done, your circles are ready to go! What’s the next step?

Evaluating your circles Once the pilot circles have ended, you will need to evaluate them. Create a questionnaire for the mentors that were involved in the circles to get some feedback . Analyze the data and make any changes you see fit .

You are officially ready to implement Lean In Circles to the VVCR mentor network!

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Part 2: Incorporate a social aspect into mentor trainings We recommend that VVCR incorporate a social aspect into their mentor training program. A few ideas to remember and think about: + Mentors want social interaction + A social aspect will help the mentors meet one another

Training One As the first part of the training ends around lunchtime, the first event should be a group lunch for the members to share their experiences from the previous training. When: After the conclusion of the first part of the training Who’s Invited: Training mentors and VVCR employees Expenses: Venue for the lunch and catering

Checklist ____ Send invitations ____ Book a venue ____ Book catering ____ Send reminders

Training Two For the second part of the training, we recommend that you allow the training mentors to vote on the event they would like to participate in.

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When: After the conclusion of the second part of the training Who’s Invited: Training mentors and VVCR employees Expenses: Venue and food, if necessary Other: A small fee could be charged for supplies depending on the event theme (i.e. event can be held at a public place or a mentor’s home) Checklist ____ Send out an encuestafacil survey ____ Choose an event theme ____ Send invitations ____ Book a venue, if necessary ____ Buy supplies, if necessary ____ Send reminders

Training Three For the third part of the training, hold a small graduation ceremony for the mentors who have achieved their certifications. This will allow them to commemorate and remember their experience. When: After the conclusion of the third part of the training Who’s Invited: Training mentors, VVCR employees, and any certified VVCR mentor(s) Expenses: Venue and catering, if necessary *Optional: Supplies for the graduation (i.e. cake and gifts for mentors)

Checklist ____ Send invitations ____ Book a venue, if necessary ____ Buy supplies, if necessary ____ Send reminders

All set! Let’s make sure you have everything,

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Review [] Event One: Lunch after training [ ] Event Two: Mentors vote for an event [ ] Event Three: Graduation ceremony You are now ready to incorporate a social aspect into mentor trainings!

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Part 3: Hold monthly social get-togethers We recommend that VVCR hold monthly mentor get-togethers. A few ideas to remember and think about: + The average Voces Vitales mentor only knows about 15 other mentors out of the active 190 mentors + Mentors are eager to create strong bonds with each other The figure below depicts the VVCR mentor network. The woman in the center is the average VVCR mentor, surrounding her in blue , are the mentors she already knows. The remaining mentors, in red , are the mentors that she has not yet met or created a personal connection with. The figure on the right shows the transformation of the VVCR network after the addition of more social interaction.

Social events should be held at a volunteer mentor’s home and each event will have alternating themes. Some themes may include:

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Baking Night Barbeque Cocktail Night Cooking Night Costume Party Dance Night *Decade Theme Hawaiian Theme Holiday Cookie Swap Holiday Parties Make Your Own Ornaments

Make Your Own Jewelry Manicure Night Movie Night Paris Night Pizza Party Potluck Dinner Sewing/Knitting Night *Stamping Up *Upcycling Night Wine Tasting Night

* For decade themed parties, dress up like another era. For Stamping Up and Upcycling, visit stampingingup.com and upcyclethat.com , respectively.

How will get-togethers work? Send out an encuestafacil survey for the mentors to choose the theme. How often: Once a month Who’s Invited: VVCR mentors When: Friday or Saturday evenings Length: Approx. 2 hours Expenses: Venue and supplies, if necessary Other: A small fee could be charged for supplies. Events can also be held in a public space (i.e. a park) to reduce the cost

You may want to use money from the membership fees to fund the events. This will alleviate the stress of mentors having to pay individually each time.

NOTE

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Checklist ____ Send invitations ____ Book a venue, if necessary ____ Buy supplies, if necessary ____ Send reminders

You are now prepared to hold monthly social get-togethers!

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Part 4: Offer workshops with different topics We recommend that VVCR offer workshops with different topics. A few ideas to remember and think about: + Mentors want to develop more professional and personal skills

How will VVCR workshops work? Workshops will cover topics focused on both career advancement and personal growth. Potential topics include:

Career Advancement Dealing With Conflict Entrepreneurship Giving and Receiving Feedback How To Deal With Top Executives How To Get People To Follow You How To Manage A Family Business Marketing With Social Media Negotiation Work-life Balance Personal Branding Project Management

Personal Growth “Greener” Households Nutrition Health and Wellness Home Economics Raising Children Self-Empowerment Stress Management Time Management Using Technology Wisely

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Speakers Workshops will have speakers present to lead the workshop.

Speakers Contact faculty at INCAE business school VVCR mentors who are experts on various topics

How It Will Work Invite guest speakers to run a workshop Create a form for mentors to fi l l out the details—the resources they will need, duration of the workshop, and the number of attendees possible

How to Set Up Workshops

Event Registration Task: Create the event Send out event details through email or Facebook. Once a virtual platform is created, mentors will be able to register through the calendar of events. Remind mentors that registration is required due to limited space and resources.

Provide the mentors with a contact at VVCR to reach out to when they want to host a workshop.

NOTE

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Event Payment Task: Provide a payment method Send out event details through email or Facebook. Once a virtual platform is created, mentors will be able to pay through the calendar of events.

Workshop Details How often: Once a month Location: Option 1: Get a space through partnership with INCAE Option 2: Rent a conference room at a hotel When: Weekdays after work hours and weekends Topics: Will alternate between career advancement and personal growth Who’s Invited: This is dependent upon the topic and space available Cost: Included in the membership fee Length: Approx. 2 hours Expenses: Speaker and venue Other: Resources will be determined by the speaker

You are now ready to offer workshops!

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Part 5: Hold professional networking events We recommend that VVCR hold professional networking events. A few ideas to remember and think about: + Mentors want to be able to network professionally so they can form more business relationships

How to Set Up Professional Networking Events

Layout of the events Mentors will have 5-minute speed network rounds . At the sound of the bell, each mentor will rotate.

Event Registration Task: Create the event Send out event details through email or Facebook. Remind the mentors to bring their business cards. Once a virtual platform is created, mentors will be able to register through the calendar of events. Remind mentors that registration is required due to limited space and resources.

Event Payment Task: Provide a payment method Send out event details through email or Facebook. Once a virtual platform is created, mentors will be able to pay through the calendar of events.

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Event Details How often: Once a month Location: At volunteer mentors’ homes When: Weekdays after work hours and weekends Topics: Speed networking, 5 minute networking rounds Who’s Invited: VVCR mentors (l imit to a max. of 20 mentors) Cost: Mentor who hosts the event will receive a discount of $5 or 2,500 colones off of the next years membership fee Length: Approx. 2 hours Other: Resources will be determined by the mentor who hosts the event

You are now prepared to hold professional networking events!

The mentors who host the events will facilitate the events. They will be responsible for providing refreshments, explaining how to speed network, and setting the room up in an accommodating fashion.

NOTE

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Part 6: Provide advertising opportunities and discounts

We recommend that VVCR provide advertising opportunities and discounts. A few ideas to remember and think about: + Mentors will be able to advertise and foster more connections within the network.

How to provide advertising opportunities

Offer advertising opportunities for the mentors who own businesses . These mentors could then provide discounts to other mentors that are also considered potential customers. These other mentors will then use the products and services offered by fellow mentors. This will benefit the VVCR mentor network because the mentors who are offered advertising opportunities and discounts will get more connected to the network because of the benefits they are receiving. The figure below illustrates this domino effect that advertising opportunities will introduce to the network.

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Advertising and Discount Details Location: VVCR’s Facebook page or a virtual platform dedicated to VVCR Format: Flyer or advertisement panel

How to organize an advertisement service

To Do List

[ ] Create conditions for advertisement opportunities [ ] Notify the network of advertisement opportunities Set conditions Task: Limit the amount of time advertisement is available Based on the advertisement opportunity, decide how long the flyer will be displayed. (i.e. Mentors who offer larger discounts should be offered a longer advertising time) Task: Make the flyer accessible to the network When an advertisement opportunity is available, post the opportunity up on the VVCR Facebook page. When VVCR gets a virtual platform, post the flyer or advertisement panel for everyone. NOTE: On a virtual platform, only allow one advertisement opportunity at a time. Send out a notification Let the mentors know about opportunities to advertise their businesses through email, Facebook, or a virtual platform dedicated to VVCR. Include details on how to provide advertisement opportunities and receive discounts.

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How to advise the mentors

[ ] Provide mentors with businesses a contact at VVCR to send their advertisement panel or flyers

Mentors with businesses This mentor is responsible for sending VVCR her flyer or advertisement panel with her advertisement opportunity. NOTE: This mentor must provide a discount for her fellow VVCR mentors.

You are ready to provide advertisement opportunities and discounts!

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Part 7: Implement a virtual platform We recommend that VVCR implement a virtual platform. A few ideas to remember and think about: + A virtual platform will allow mentors to have their own profiles in which they can interact with the features you provide

Where to Start

In order to create a virtual platform for the mentor network, we suggest you use the membership management software Wild Apricot .

How to Implement Wild Apricot Follow the directions below in order implement the Wild Apricot Software: ____ Add a membership subdirectory to existing website. This needs to be done by the website administrator for the VVCR website (i.e. Contact Stefany). ____ Register with Wild Apricot (http://www.wildapricot.com/) and use the subdirectory created in step one as the custom domain for Wild Apricot. ____ Build the member management Web pages using Wild Apricot’s built in tools. To do this, go to your Wild Apricot Page and use the add page feature. Click on a desired default page offered by Wild Apricot and insert the features that were desired by the mentors. Wild Apricot offers features for Member Profiles, a Calendar of Events, a Blog, Event Registrations, and Payments. These features can be added by clicking and dragging them to the desired section of the webpage. ____ For customized pages that are different from the default ones offered by Wild Apricot, contact Stefany to create a new webpage using normal html code. Then, select the features on Wild Apricot and copy

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the html code that the feature produces and insert it into the webpage that was created by Stefany. ____ You do not need to use Wild Apricot to implement a virtual l ibrary on the virtual platform. Contact Stefany to add photos and videos to the website l ike she normally does. ____ In order to implement communication platforms on the virtual platform a 3rd party software is required. Wild Apricot recommends the use of Disqus (http://disqus.com/). ____ Create a Disqus account and create a communication platform on it. Next, have Stefany copy and past the html code for the communication platform onto the website.

You now have a functioning virtual platform!

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Part 8: Implement a $25 annual membership fee We recommend that VVCR implement a $25 or 12,500 colones annual membership fee. The membership fee will cover the cost of the virtual platform, events, get-togethers, and any other services within the mentor network.

You will need: [ ] Create a way to collect the money Before the virtual platform is created, you have to collect the fee by email or in person at events . Once a virtual platform is created, the mentors will be able to log in and pay securely within the platform.

Now, let’s review everything,

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Summary Table Service Aim Implement Lean In Circles Support Incorporate a social aspect into mentor trainings

Social Interaction

Hold monthly social get-togethers Social Interaction Offer workshops with different topics Career Advancement Hold professional networking events Career Advancement Provide advertising opportunities and discounts

Career Advancement

Implement a virtual platform Access to Information and Resources

Implement a $25 annual membership fee

Funding

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Additional Resources

Circle Kickoff Kit

Circle Education Kit

Circle Exploration Kit Each Lean In kit has a form that is dedicated to the moderators and the members. All the Lean In kits follow.

CIRCLE KICKOFF KITFOR MODERATORS

Introduction

Welcome to your first Circle! The Kickoff Meeting is about getting to know each other. It serves as an opportunity for members to start creating connections and building relationships. Given it’s your first meeting, it’s also a time to discuss how your Circle will work, identify shared goals and plan your next few meetings.

What’s Inside

• Setting the Stage .....................................................................................................................................................................Page 3 An introduction to the resources referenced in this Kickoff Kit

• Moderator & Meeting Basics ...............................................................................................................................................Page 5 An overview of the role of moderators and how to start your Circle

• Kickoff Checklist ......................................................................................................................................................................Page 6 A to-do list to make sure you’re prepared for your first meeting

• Prepare for Kickoff ..................................................................................................................................................................Page 7 A short worksheet that members complete before getting together

• Kickoff Guide .............................................................................................................................................................................Page 9 A step-by-step guide to your first Circle meeting with moderator notes

• Circle Fundamentals............................................................................................................................................................. Page 18 A worksheet the captures the shared goals and practices of the Circle

What to do with these docs

• Read Setting the Stage to ensure you understand the resources available for your Circle.

• Review Moderator & Meeting Basics to make sure you understand your role.

• Use the Kickoff Checklist as a tool to stay organized.

• Complete Prepare for Kickoff before your meeting (all members do this).

• Spend time reviewing the Kickoff Guide before the meeting. You should also bring copies of the member version of the same document to the meeting; you’ll find it on page 5 of the PDF titled Circle Kickoff Kit for Members.

• If you’re the Circle Manager, bring a printout of Circle Fundamentals and be prepared to fill it out during the meeting.

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Circle Kick Off Kit for Moderators, October 2013

We provide two platforms with access to everything you need for your Circle: our Circle Hub and Mightybell. Given that you’re looking at this Kit, you’ve likely already been introduced to one of these platforms! Your Circle’s manager should determine which tool works best for your Circle and then invite you to join if they haven’t already done so. They may choose to use just one tool or they may decide to use both. Either way, we want to ensure that you are familiar with both tools before you get started since we will reference them repeatedly in this Kit.

Circle Hub

Think of the Circle Hub as a one-stop destination for all things Circles. Here you’ll find downloadable Circle Kits, our most popular education videos, and links to daily inspiration and articles. You’ll also be able to read first-person testimonials from Circles around the globe, interviews with moderators, tips for your Circle, as well as monthly advice from our team of experts.

Mightybell

Mightybell is an optional technology platform for Circles with features and functionality that make it easy to stay organized and connected. Using Mightybell, you can access materials like Circle Kits and expert lectures. You can also chat with your other Circle members and schedule upcoming meetings. Mightybell also powers what we call “Circle Matching”, which enables you to search for new members to join your Circle. For more information on Mightybell, visit https://mightybell.com/communities/lean-in.

GOAL: Make sure you are aware of all the resources we offer for starting and managing your Circle

3

Setting The Stage

Circle Kick Off Kit for Moderators, October 2013

CIRCLE MANAGER

CIRCLE MANAGER

CIRCLE MANAGER

You should determine which of these tools will work best for your Circle. You may decide to use just one tool or to use both. You are responsible for registering your Circle for the tool(s) you choose and then inviting other members to join.

If you decide to use the Circle Hub, you should register at leanin.org/circles and then invite other members using the invitation link on the right of your My Circle page in the Circle Hub. Once you have registered, be sure to bookmark leanin.org/my-circle and remind your members to do the same!

If you decide to use Mightybell, you should visit https://mightybell.com/communities/lean-in and click “Create a Circle” in the top right. Once you have created your Mightybell Circle, invite other members to join. Be sure to bookmark your Mightybell Circle and remind your members to do the same!

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IMPORTANT NOTE

Think of the contents of this kit and the resources outlined above as a recipe that your Circle manager,

facilitator, and fellow members should customize for your Circle. If there are ingredients you don’t like,

remove them. If you think something is missing, go ahead and add it. Every Circle is different will try new

things. If you find an approach worth sharing, we’d love to hear about it at circles@leanin.org.

Circle Kick Off Kit for Moderators, October 2013

CIRCLE MANAGER

If you’ve already registered with the Circle Hub, you can upgrade your Circle to Mightybell. You’ll still get access to the content on the Circle Hub, but now you’ll also be able to use the added functionality that only Mightybell offers - like live chat and scheduling meetings. To upgrade, just visit your My Circle page in the Circle Hub and click on the “Upgrade to Mightybell” button on the right. Don’t forget to invite your other Circle members to your new Mightybell Circle!

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GOAL: Make sure you and your Circle are ready.

Moderator & Meeting Basics

ACTION

Decide how you’re dividing up the shared moderator role.

Quickly run through the following action items, and make sure you’re all set:

Invited 8 to 10 peers to participate in the group (at similar stages in their careers and lives) for a total of 10 to 12 members including you and your co-moderator. Arranged a meeting time and place and other details that make sense for your group.

For an introduction to the Topic Lot and Personal Explorations, consult the Circle Exploration Kit for Moderators available in the Circle Hub at leanin.org/my-circle. Mightybell users can find this Exploration Kit in your Mightybell Circle in a post titled “Exploration Meeting”.

ACTION

Circle Kick Off Kit for Moderators, October 2013

We recommend two members serve as co-moderators and divide up responsibilities as follows: Note: The rest of this document outlines specific how-to’s and tips assuming there is a Circle Manager and Circle Facilitator.

The Circle Manager focuses on the operations of the Circle and handles: • Choosing which platform the Circle uses (the Circle Hub and/or Mightybell,

see previous page for details), setting it up and inviting members to join • Scheduling meetings • Timekeeping during meetings • Managing the Topic Lot and shaping the agenda of meetings

The Circle Facilitator focuses on guiding discussions and handles: • Guiding in-meeting discussions • Helping members prepare for Personal Explorations • Making sure everyone respects the Communication Guidelines (outlined later in this document)

AT THE MEETING, YOU’LL:

Serve as timekeeper and flag timing concerns with the Circle Facilitator

Track the group’s responses to activities on the Circle Fundamentals worksheet

Circle Manager

You are responsible for overseeing meeting preparation and logistics, so you’re mostly focused on what happens between meetings.

BEFORE THE MEETING, YOU’LL:

Set a date, time and location for your meeting

Remind everyone to bring a copy of their completed Prepare for Kickoff worksheet

Print copies of the Kickoff Guide for Members (on page 5 of the Circle Kickoff Kit for Members)

Print two copies of the Kickoff Guide for Moderators, one for you and one for your co-moderator

Print a copy of the Circle Fundamentals worksheet to complete during the meeting

Bring a computer or tablet to play a two-minute “Welcome to Lean In” video

Make sure you have a device to keep track of time

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We’ve created the following checklist to help you keep track of everything you’ll need to do before and during your Kickoff Meeting.

Both the Manager and Facilitator will want to take time before the Kickoff to:

Read through all the materials in this packet

Watch the videos and/or read the FAQs in the Circle Hub at leanin.org/my-circle

Circle Facilitator

You are responsible for guiding discussions and making sure everyone in the Circle communicates openly and respectfully, so you’re mostly focused on what happens in meetings.

AT THE MEETING, YOU’LL:

Welcome everyone and begin member introductions

Encourage active participation

Try to make sure the group starts and ends on time

You can access the “Welcome” video on at leanin.org/welcomevideo

Circle Kick Off Kit for Moderators, October 2013

Kickoff Checklist

Identifying Your Personal Goals

Our hope is that by participating in a Circle, you’ll gain the encouragement and know-how to pursue your goals with gusto. This leads to the question: What exactly are your goals? Or put another way, what are you hoping to get out of your Circle?

Take a few moments to think through your goals in advance of the Kickoff Meeting and write them down. Don’t worry if you’re not quite sure what your goals are. That’s the point of joining a Lean In Circle! Just share a few ideas to get started.

Goal 1:

Goal 2:

Goal 3:

ACTION

A few common goals to jumpstart your own thinking:

+ Find a good work life/balance

+ Take more professional risks

+ Develop a good network of female supporters

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GOAL: Identify your Circle goals and outline your Lean In Story. You’ll share both of these during your Kickoff Meeting.ESTIMATED TIME: 20 minutes

CIRCLE MANAGER

We encourage Circle members (including you and your co-moderator) to complete this worksheet and bring it to your first meeting. This way, you’ll be ready to participate. You may want to send out a reminder to everyone beforehand to complete theirs.

Circle Kick Off Kit for Moderators, October 2013

Prepare for Kickoff Worksheet

Congratulations, you’re ready for your Circle’s Kickoff Meeting!

Just remember to bring this worksheet to help you participate in the conversation. Your moderator(s)/host(s) will take care of the rest.

• Describe a moment you could choose to lean in or lean back. What was the situation?

I’ll never forget when

• Explain the decision you made!—!and why you made it.

I decided to lean in (lean back) because

• Describe what action you took and how the situation played out.

I (action) and here’s what happened

• Explain how the experience impacted you personally and professionally. How did your life change?

After leaning in (leaning back)

Outline your Lean In Story using the prompts below as a guide.

ACTION

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Sharing Your Lean In Story

Sharing personal stories is an important part of Lean In. Good stories can inspire, teach and connect us. To get to know each other, plan to share a short Lean In Story during your Kickoff Meeting.

A Lean In Story captures a moment in your career or life when you chose to “lean in” or “lean back.” When you lean in, you push through a challenge and go down a path with an uncertain outcome — you believe in yourself and take a risk. When you lean back, you choose to stay in a known or comfortable situation — you play it safe. We all lean in and lean back at different times, and can learn from both types of stories.

Visit leanin.org/stories to read the stories of other Lean In community members; you can also add your own.

Circle Kick Off Kit for Moderators, October 2013

CO-MODERATORS

Consult your Kickoff Checklist for everything you need to know to get ready for the meeting, such as bringing a device to play our “Welcome to Lean In” video on and printing out copies of the member version of the Kickoff Guide.

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Suggested Meeting Agenda

GOALS: There are several goals for this first meeting:

Learn more about Lean In and how Circles work

Get to know each other better

Establish shared goals for your Circle

Agree on how you’ll run your Circle

TIME ESTIMATE: 2 Hours

1

2

3

4

CO-MODERATORS

We’ve put together this document to make sure your first meeting goes off without a hitch. This guide is exactly the same as the member version, but includes callouts (like this one!) with information and tips to help you before and during the meeting. We recommend you read through this guide before the meeting to make sure you feel fully prepared and ready to roll.

The Kickoff Meeting sets the stage for your Circle’s success and gives everyone a chance to get to know each other.

Circle Kick Off Kit for Moderators, October 2013

Kickoff Guide

Check InHost welcomes everyone and general greetings

5 Minutes

Part 1: Getting to Know Each Other & Lean In

Member IntroductionsEveryone shares a little about themselves

15 Minutes

Introduction to Lean In Watch our “Welcome” video and share your Lean In Stories

30 Minutes

Circle OrientationLearn how Circles work and what you’ll cover in monthly meetings

10 Minutes

Break 5 Minutes

Part 2: Setting up Your Circle

Agree on Your Circle’s GoalsShare your personal goals and identify common goals for your Circle

25 Minutes

Agree on Circle FundamentalsCommit to our recommended Circle guidelines and Education schedule — or set your own

20 Minutes

Schedule Your MeetingsDetermine times, dates and locations for upcoming meetings

10 Minutes

Member Introduction TIME RECOMMENDATION: 15 minutes (1 minute each for members; 2 minutes each for moderators)

This Kickoff Meeting serves as an opportunity for members to get to know each other and start building the trust and openness necessary for a Circle’s success.

Fact 1:

Fact 2:

Fact 3:

ACTION

Take a moment to introduce yourself to the group — for example, share what you do, where you live and three facts about yourself. (As a note: Your Circle Manager and Circle Facilitator — who serve as co-moderators of the group — should introduce themselves first and briefly explain their roles.)

PART 1: GETTING TO KNOW EACH OTHER & LEAN IN

CO-MODERATORS

Get things started by introducing yourselves and your role in the Circle first. Remember:

The Circle Manager handles: • Scheduling meetings • Timekeeping during meetings • Managing the Topic Lot and shaping the agenda of meetings (not relevant for the Kickoff but important)

The Circle Facilitator handles: • Guiding in-meeting discussions • Helping members prepare for Personal Stories (not relevant for the Kickoff but also important) • Making sure everyone respects the Communication Guidelines

A NOTE ABOUT CONFIDENTIALITY: The Circle discusses important confidentiality guidelines later in this meeting, outlined on page 14 of this document under Commit to Confidentiality. You can choose to discuss this now or just generally say everyone should respect each other’s confidentiality given they’re sharing personal information.

Circle Kick Off Kit for Moderators, October 2013

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Introduction to Lean In TIME RECOMMENDATION: 30 minutes (2 minutes for the welcome video; 2 minutes each for members and moderators)

Lean In is creating a community to encourage and support women leaning in to their ambitions. If we talk openly about gender issues and work together to tackle them, we believe we can change the trajectory of women and create a better world for all of us. Lean In Circles play a critical role in achieving this vision.

Watch a two-minute welcome video from Lean In (leanin.org/welcomevideo). Then go around the room and share your personal Lean In Stories from the Prepare for Kickoff worksheet.

You should already have a Lean In Story ready to share, but if you didn’t have a chance to complete the worksheet, follow these prompts:

ACTION

• Describe a moment you could choose to “lean in” or “lean back.” What was the situation?

I’ll never forget when

• Explain the decision you made"—"and why you made it.

I decided to lean in (lean back) because

• Describe what action you took and how the situation played out.

I (action) and here’s what happened

• Explain how the experience impacted you personally and professionally. How did your life change?

After leaning in (leaning back)

When you finish sharing your story, take a moment and tell the group why you’re leaning in with them:

I’m Leaning In because

CIRCLE-FACILITATOR

If a member didn’t prepare her story and doesn’t feel comfortable telling it on the spot, politely offer to skip to the next person and suggest she shares hers at the next meeting.

Circle Kick Off Kit for Moderators, October 2013

11

Circle Orientation TIME RECOMMENDATION: 10 minutes

A Lean In Circle is a group of 10 to 12 peers who meet monthly to explore professional topics and exchange personal experiences in an atmosphere of confidentiality and trust. Our goal is that every time a Circle meets, members are learning together or from each other — many times, both will be true. Monthly Circle meetings reflect these dual priorities, alternating between what we call Education and Exploration meetings.

Education Meetings are focused on learning new skills. Before each Education Meeting, members watch a short online video on a topic developed by Stanford University’s Clayman Institute for Gender Research and a broad range of subject matter experts. Then during the Circle meeting, the group explores the topic more deeply and runs through how-to exercises together. Lean In provides the video and Discussion Guide, and you bring your personal insights and experiences.

Exploration Meetings are designed so members can share real-life opportunities and challenges with each other, and ultimately learn from each other’s diverse experiences. Typically, two members present their situation; then the rest of the group shares their own insights and related experiences. Lean In provides everything you need to run an Exploration Meeting.

We encourage Circles to meet 10 times a year. If you follow our recommended agendas, each meeting will run about two hours, keep in mind that these are just our recommendations. We encourage you to do whatever works best for your Circle.

ACTION

Talk through how Circles work as a group. Your moderator(s) will have more information to shape this discussion and can likely answer your questions.

CIRCLE FACILITATOR

We suggest you take the lead reading or summarizing the information covered in the meeting, including the basic ins and outs of Circles outlined below.

If you’d like more information, you can read through the Circle Kits available in the Circle Hub at leanin.org/my-circle. Mightybell users can find these kits in the collection titled “Meeting Types”. You can also email circles@leanin.org if you’re stumped on something.

Circle Kick Off Kit for Moderators, October 2013

12

For answers to common questions, please visit the Circle Hub at leanin.org/my-circle. You can also email your questions to us at circles@leanin.org.

Break TIME RECOMMENDATION: 5 minutes

PART 2: SETTING UP YOUR CIRCLE

Agree on Your Circle’s Goals TIME RECOMMENDATION: 25 minutes

Go around the room and share your list of three personal goals (refer to the Prepare for Kickoff worksheet you filled out before the meeting). Write down the common goals and interests you hear, and vote to choose the top three for your circle.

Votes Goal

ACTION

CIRCLE MANAGER

CIRCLE FACILITATOR

The rest of the agenda is designed to talk through all the large and small decisions you’ll need to make as a group. This will help get everyone on the same page right as your Circle is beginning.

For the rest of the meeting, you should capture the group’s responses on the Circle Fundamentals worksheet on page 17 of this document. At the end of the meeting, we recommend you use the worksheet to confirm everyone in your Circle is on the same page.

Circle Kick Off Kit for Moderators, October 2013

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Agree on Circle Fundamentals TIME RECOMMENDATION: 20 minutes

STEP 1: COMMIT TO GUIDELINES FOR RUNNING YOUR CIRCLE

Circles will develop their own personalities over time, but research shows that all successful peer groups rely on a clear commitment to confidentiality, good group communication and consistent participation.

As a group, review our suggested guidelines for confidentiality, commitment and communication.

ACTION

1. Confidentiality

• The goal of a Lean In Circle is to create a safe environment to learn and grow together. Confidentiality and trust are critical to the success of Lean In Circles. It’s important that anything shared by members isn’t discussed outside the Circle. If it helps, think of the three Ns: Nothing, No one, Never. However, feel free to share your own experiences and learnings with family and friends.

WE COMMIT

Confidentiality is so fundamental because members aren’t going to want to share real issues if they don’t feel they can trust everyone in the Circle. We recommend you talk openly about its importance as a group and come up with a plan for dealing with a break in confidentiality now when it’s not about a particular member or members.

CIRCLE FACILITATOR

2. Personal Commitment

• Groups are only as strong as their weakest link. The more you participate, the more you’ll get out of your Circle. We encourage Circles to meet 10 times a year and members to remain active for a year—and we hope longer!

3. Good Group Communication

• Push yourself to share openly and to help others do the same. Everyone benefits from stretching outside comfort zones.

• Listen beyond the words to hear the feelings. It is important to listen in order to understand rather than listen to respond as we often do in our daily lives.

• Accept Circle members and topical discussions without judgment.

• Ask thought-provoking questions to help the member see their situation from a different angle. But avoid embedding advice in the form of a question (e.g., “Have you ever considered…?”).

WE COMMIT

Circle Kick Off Kit for Moderators, October 2013

14

CIRCLE FACILITATOR

You may also want to encourage members to let your Circle Manager know if they’re going to be late or miss a meeting, so the group doesn’t lose any time waiting for them.

We recommend you begin with these three topics, but there’s really no right or wrong way to get started. Explore all of the topics at leanin.org/education and pick the topics that are interesting to your Circle. Try writing down the ones you’re most interested in below, but know that you can change your plan as you go!

Power & Influence There’s a body language of power. Find out how to use it to increase your influence. Deborah H. Gruenfeld, Professor of Leadership & Organizational Behavior at the Stanford Graduate School of Business, Co-director of the Executive Program for Women Leaders

Difficult Conversations Learn how to achieve shared goals while remaining true to yourself, even when the stakes are high. Fred Kofman, Professor of Leadership at Francisco Marroquín University in Guatemala, Director of the Conscious Business Center

Creating a Level Playing Field Develop workplaces the tap everyone’s talents and best work. Shelley Correll, Director of the Clayman Institute for Gender Research, Professor of Sociology at Stanford University

Our first five education meetings will be:

Education Meeting #1:

Education Meeting #2:

Education Meeting #3:

Education Meeting #4:

Education Meeting #5:

WE AGREE

ACTION

• Share experiences, not opinions or advice. Use “I” statements and speak only for yourself. Be specific and brief. Avoid “you should...”

• No cell phones, text messages or distractions during Circle meetings.

WE COMMIT

Circle Kick Off Kit for Moderators, October 2013

15

STEP 2: ALIGN ON AN EDUCATION SCHEDULE

We recommend you discuss your education goals for the year. Keep in mind that you will alternate between Education Meetings and Exploration meetings going forward, so you will likely have about five Education Meetings this year.

CIRCLE FACILITATOR

There is a reason why offering advice is discouraged during Circle meetings. Imagine you advised someone facing a difficult situation at work to leave her job to search for something better. What if she spent the next six months looking unsuccessfully? Advice may be well intentioned, but it’s usually not as helpful as our own experiences, and may break down trust over time.

As a group, fill out the following information. Although things may end up changing, we suggest you plan out your next few meetings.

ACTION

Schedule Your Meetings TIME RECOMMENDATION: 10 minutes

Circles run smoothly when they’re well organized. Establishing the basic who, what, where and when for your Circle is an important step in this process.

MEETING TYPE DATE TIME HOST EDUCATION TOPIC (WHEN APPLICABLE)

1 Kickoff

2 Education

3 Exploration

4 Education

5 Exploration

6 Education

7 Exploration

8 Education

9 Exploration

10 Education

Circle Kick Off Kit for Moderators, October 2013

CIRCLE FACILITATOR

Circle meetings are intended to alternate between Education and Exploration meetings, and our materials assume the second meeting is an Education Meeting.

16

And you’re done! Congratulations, you’ve accomplished a lot today.

Next month will be your first Education Meeting. Next month will be your first Education Meeting. In advance, make sure you watch the expert lecture your group has chosen. You can find the videos at leanin.org/education or in your Mightybell Circle. We also recommend you read the Circle Education Kit for moderators available in the Circle Hub at leanin.org/ my-circle for an overview of how Education Meetings work and what to expect. Mightybell users can find the Circle Education Kit in a post titled “Education Meeting”.

Circle Kick Off Kit for Moderators, October 2013

CIRCLE MANAGER

If you’ve had ample time to fill out the Circle Fundamentals worksheet, we recommend you read it out loud so your Circle has a final opportunity to make sure everyone is on the same page. You also might want to send a copy of the Circle Fundamentals worksheet and of the Circle Schedule out after the meeting so members can use it as a reference.

CO-MODERATORS

Remember, your next meeting will be your Circle’s first Education Meeting. To prepare, we recommend you take some time over the next few weeks to read the Circle Education Kit available in the Circle Hub at leanin.org/my-circle and in your Mightybell Circle. In both places, you’ll also find a brief description of how Education Meetings work and what to expect.

CIRCLE MANAGER

It might help to send out a reminder to watch the expert video for the education topic your Circle has chosen a few days before the meeting. You can find the videos at leanin.org/education and in your Mightybell space. If someone arrives and hasn’t watched the expert video, they’ll miss out on most of the evening— like arriving at book club without opening the book!

17

Circle Manager: Print a copy of this worksheet and bring it to the meeting so you can capture the decisions your Circle makes during Part 2 of the Kickoff. After you’ve filled in all the sections, read it back to the group to make sure everyone agrees. You’re officially a Lean In Circle!

18

Our Circle Fundamentals

Circle Kick Off Kit for Moderators, October 2013

Circle Kick Off Kit for Moderators, October 2013

Our Circle’s Shared Goals are:

Shared Goal #1:

Shared Goal #2:

Shared Goal #3:

Everyone in our Circle is committed to:

Confidentiality

Personal Commitment

Good Group Communication

Our first five Education Meetings will be:

Education Meeting #1:

Education Meeting #2:

Education Meeting #3:

Education Meeting #4:

Education Meeting #5:

19

Our Circle Fundamentals

We agree to the following goals, guidelines and schedule for our Circle. We’ll use this document as a guidepost for how we interact with each other and operate as a group.

20

MEETING TYPE DATE TIME HOST EDUCATION TOPIC (WHEN APPLICABLE)

1 Kickoff

2 Education

3 Exploration

4 Education

5 Exploration

6 Education

7 Exploration

8 Education

9 Exploration

10 Education

Circle Kick Off Kit for Moderators, October 2013

Our Circle Schedule

CIRCLE KICKOFF KITFOR MEMBERS

Introduction

Welcome to your first Circle! The Kickoff Meeting is about getting to know each other. It serves as an opportunity for members to start creating connections and building relationships. Given it’s your first meeting, it’s also a time to discuss how your Circle will work, identify shared goals and plan your next few meetings.

What’s Inside

• Setting the Stage .....................................................................................................................................................................Page 3 An introduction to the resources referenced in this Kickoff Kit

• Prepare for Kickoff ..................................................................................................................................................................Page 4 A short worksheet to complete before getting together

• Kickoff Guide .............................................................................................................................................................................Page 6 A step-by-step guide to your first Circle meeting

What to do with these docs

• Read Setting the Stage to ensure you understand the resources available for your Circle.

• Complete Prepare for Kickoff before your meeting.

• Review the Kickoff Guide for a sneak peek of your first meeting; your moderator(s) will handle bringing printouts for everyone.

2

Circle Kick Off Kit for Members, October 2013

We provide two platforms with access to everything you need for your Circle: our Circle Hub and Mightybell. Given that you’re looking at this Kit, you’ve likely already been introduced to one of these platforms! Your Circle’s manager should determine which tool works best for your Circle and then invite you to join if they haven’t already done so. They may choose to use just one tool or they may decide to use both. Either way, we want to ensure that you are familiar with both tools before you get started since we will reference them repeatedly in this Kit.

Circle Hub

Think of the Circle Hub as a one-stop destination for all things Circles. Here you’ll find downloadable Circle Kits, our most popular education videos, and links to daily inspiration and articles. You’ll also be able to read first-person testimonials from Circles around the globe, interviews with moderators, tips for your Circle, as well as monthly advice from our team of experts.

If your Circle is using the Circle Hub, your Circle manager will send you an invitation to join. If they haven’t already done so, you should remind them now. Alternatively, you can register for the Circle Hub yourself at leanin.org/circles. (Note: If you register yourself it will be as if you are setting up a new Circle, but you’ll have access to all the same materials). Once you have registered, be sure to bookmark leanin.org/my-circle.

Mightybell

Mightybell is an optional technology platform for Circles with features and functionality that make it easy to stay organized and connected. Using Mightybell, you can access materials like Circle Kits and expert lectures. You can also chat with your other Circle members. Mightybell also powers what we call “Circle Matching”, which enables you to search for new members to join your Circle. For more information on Mightybell, visit https://mightybell.com/communities/lean-in.

If your Circle is using Mightybell, your Circle manager will send you an invitation to join. If they haven’t already done so, you should remind them now.

GOAL: Make sure you are aware of all the resources we offer for your Circle

3

Circle Kick Off Kit for Members, October 2013

Setting The Stage

IMPORTANT NOTE

Think of the contents of this kit and the resources outlined above as a recipe that your Circle manager,

facilitator, and fellow members should customize for your Circle. If there are ingredients you don’t like,

remove them. If you think something is missing, go ahead and add it. Every Circle is different will try new

things. If you find an approach worth sharing, we’d love to hear about it at circles@leanin.org.

Identifying Your Personal Goals

Our hope is that by participating in a Circle, you’ll gain the encouragement and know-how to pursue your goals with gusto. This leads to the question: What exactly are your goals? Or put another way, what are you hoping to get out of your Circle?

Take a few moments to think through your goals in advance of the Kickoff Meeting and write them down. Don’t worry if you’re not quite sure what your goals are. That’s the point of joining a Lean In Circle! Just share a few ideas to get started.

Goal 1:

Goal 2:

Goal 3:

ACTION

GOAL: Identify your Circle goals and outline your Lean In Story. You’ll share both of these during your Kickoff Meeting.

4

Circle Kick Off Kit for Members, October 2013

Prepare for Kickoff Worksheet

A few common goals to jumpstart your own thinking:

+ Find a good work life/balance

+ Take more professional risks

+ Develop a good network of female supporters

Sharing Your Lean In Story

Sharing personal stories is an important part of Lean In. Good stories can inspire, teach and connect us. To get to know each other, plan to share a short Lean In Story during your Kickoff Meeting.

A Lean In Story captures a moment in your career or life when you chose to “lean in” or “lean back.” When you lean in, you push through a challenge and go down a path with an uncertain outcome — you believe in yourself and take a risk. When you lean back, you choose to stay in a known or comfortable situation — you play it safe. We all lean in and lean back at different times, and can learn from both types of stories.

Visit leanin.org/stories to read the stories of other Lean In community members; you can also add your own.

Congratulations, you’re ready for your Circle’s Kickoff Meeting!

Just remember to bring this worksheet to help you participate in the conversation. Your moderator(s)/host(s) will take care of the rest.

• Describe a moment you could choose to lean in or lean back. What was the situation?

I’ll never forget when

• Explain the decision you made!—!and why you made it.

I decided to lean in (lean back) because

• Describe what action you took and how the situation played out.

I (action) and here’s what happened

• Explain how the experience impacted you personally and professionally. How did your life change?

After leaning in (leaning back)

Outline your Lean In Story using the prompts below as a guide.

ACTION

5

Circle Kick Off Kit for Members, October 2013

Meeting Agenda

6

GOALS: There are several goals for this first meeting:

Learn more about Lean In and how Circles work

Get to know each other better

Establish shared goals for your Circle

Agree on how you’ll run your Circle

TIME ESTIMATE: 2 Hours

1

2

3

4

Check InHost welcomes everyone and general greetings

5 Minutes

Part 1: Getting to Know Each Other & Lean In

Member IntroductionsEveryone shares a little about themselves

15 Minutes

Introduction to Lean In Watch our “Welcome” video and share your Lean In Stories

30 Minutes

Circle OrientationLearn how Circles work and what you’ll cover in monthly meetings

10 Minutes

Break 5 Minutes

Part 2: Setting up Your Circle

Agree on Your Circle’s GoalsShare your personal goals and identify common goals for your Circle

25 Minutes

Agree on Circle FundamentalsReview and commit to recommended Circle guidelines and schedule of Education topics

20 Minutes

Schedule Your MeetingsDetermine times, dates and locations for upcoming meetings

10 Minutes

Circle Kick Off Kit for Members, October 2013

Kickoff Guide

7

Member Introduction TIME RECOMMENDATION: 15 minutes (1 minute each for members; 2 minutes each for moderators)

This Kickoff Meeting serves as an opportunity for members to get to know each other and start building the trust and openness necessary for a Circle’s success.

Introduction to Lean In TIME RECOMMENDATION: 30 minutes (2 minutes for the welcome video; 2 minutes each for members and moderators)

Lean In is creating a community to encourage and support women leaning in to their ambitions. If we talk openly about gender issues and work together to tackle them, we believe we can change the trajectory of women and create a better world for all of us. Lean In Circles play a critical role in achieving this vision.

Fact 1:

Fact 2:

Fact 3:

ACTION

• Describe a moment you could choose to “lean in” or “lean back.” What was the situation?

I’ll never forget when

• Explain the decision you made!—!and why you made it.

I decided to lean in (lean back) because

Watch a two-minute welcome video from Lean In (leanin.org/welcomevideo). Then go around the room and share your personal Lean In Stories from the Prepare for Kickoff worksheet.

You should already have a Lean In Story ready to share, but if you didn’t have a chance to complete the worksheet, follow these prompts:

ACTION

Take a moment to introduce yourself to the group — for example, share what you do, where you live and three facts about yourself. (As a note: Your Circle Manager and Circle Facilitator — who serve as co-moderators of the group — should introduce themselves first and briefly explain their roles.)

PART 1: GETTING TO KNOW EACH OTHER & LEAN IN

Circle Kick Off Kit for Members, October 2013

• Describe what action you took and how the situation played out.

I [action] and here’s what happened

• Explain how the experience impacted you personally and professionally. How did your life change?

After leaning in (leaning back)

When you finish sharing your story, take a moment and tell the group why you’re leaning in with them:

I’m Leaning In because

8

Circle Orientation TIME RECOMMENDATION: 10 minutes

A Lean In Circle is a group of 10 to 12 peers who meet monthly to explore professional topics and exchange personal experiences in an atmosphere of confidentiality and trust. Our goal is that every time a Circle meets, members are learning together or from each other — many times, both will be true. Monthly Circle meetings reflect these dual priorities, alternating between what we call Education and Exploration meetings.

Education Meetings are focused on learning new skills. Before each Education Meeting, members watch a short online video on a topic developed by Stanford University’s Clayman Institute for Gender Research and a broad range of subject matter experts. Then during the Circle meeting, the group explores the topic more deeply and runs through how-to exercises together. Lean In provides the video and Discussion Guide, and you bring your personal insights and experiences.

Exploration Meetings are designed so members can share real-life opportunities and challenges with each other, and ultimately learn from each other’s diverse experiences. Typically, two members present their situation; then the rest of the group shares their own insights and related experiences. Lean In provides everything you need to run an Exploration Meeting.

We encourage Circles to meet 10 times a year. If you follow our recommended agendas, each meeting will run about two hours, keep in mind that these are just our recommendations. We encourage you to do whatever works best for your Circle.

ACTION

Talk through how Circles work as a group. Your moderator(s) will have more information to shape this discussion and can likely answer your questions.

Circle Kick Off Kit for Members, October 2013

For answers to common questions, please visit the Circle Hub at leanin.org/my-circle. You can also email your questions to us at circles@leanin.org.

9

Go around the room and share your list of three personal goals (refer to the Prepare for Kickoff worksheet you filled out before the meeting). Write down the common goals and interests you hear, and vote to choose the top three for your circle.

Votes Goal

ACTION

Agree on Your Circle’s Goals TIME RECOMMENDATION: 25 minutes

Break TIME RECOMMENDATION: 5 minutes

PART 2: SETTING UP YOUR CIRCLE

Circle Kick Off Kit for Members, October 2013

10

Agree on Circle Fundamentals TIME RECOMMENDATION: 20 minutes

STEP 1: COMMIT TO GUIDELINES FOR RUNNING YOUR CIRCLE

Circles will develop their own personalities over time, but research shows that all successful peer groups rely on the principles of confidentiality, personal commitment and good group communication.

As a group review our suggested guidelines for confidentiality, commitment and communication.

1. Confidentiality

• The goal of a Lean In Circle is to create a safe environment to learn and grow together. Confidentiality and trust are critical to the success of Lean In Circles. It’s important that anything shared by members isn’t discussed outside the Circle. If it helps, think of the three Ns: Nothing, No one, Never. However, feel free to share your own experiences and learnings with family and friends.

WE COMMIT

2. Personal Commitment

• Groups are only as strong as their weakest link. The more you participate, the more you’ll get out of your Circle. We encourage Circles to meet 10 times a year and members to remain active for a year—and we hope longer!

WE COMMIT

3. Good Group Communication

• Push yourself to share openly and to help others do the same. Everyone benefits from stretching outside comfort zones.

• Listen beyond the words to hear the feelings. It is important to listen in order to understand rather than listen to respond as we often do in our daily lives.

• Accept Circle members and topical discussions without judgment.

• Ask thought-provoking questions to help the member see their situation from a different angle. But avoid embedding advice in the form of a question (e.g., “Have you ever considered…?”).

• Share experiences, not opinions or advice. Use “I” statements and speak only for yourself. Be specific and brief. Avoid “you should...”

• No cell phones, text messages or distractions during Circle meetings.

WE COMMIT

ACTION

Circle Kick Off Kit for Members, October 2013

11

STEP 2: ALIGN ON AN EDUCATION SCHEDULE

We recommend you discuss your education goals for the year. Keep in mind that you will alternate between Education Meetings and Exploration meetings going forward, so you will likely have about five Education Meetings this year.

We recommend you begin with these three topics, but there’s really no right or wrong way to get started. Explore all of the topics at leanin.org/education and pick the topics that are interesting to your Circle. Try writing down the ones you’re most interested in below, but know that you can change your plan as you go!

Power & Influence There’s a body language of power. Find out how to use it to increase your influence. Deborah H. Gruenfeld, Professor of Leadership & Organizational Behavior at the Stanford Graduate School of Business, Co-director of the Executive Program for Women Leaders

Difficult Conversations Learn how to achieve shared goals while remaining true to yourself, even when the stakes are high. Fred Kofman, Professor of Leadership at Francisco Marroquín University in Guatemala, Director of the Conscious Business Center

Creating a Level Playing Field Develop workplaces the tap everyone’s talents and best work. Shelley Correll, Director of the Clayman Institute for Gender Research, Professor of Sociology at Stanford University

Our first five education meetings will be:

Education Meeting #1:

Education Meeting #2:

Education Meeting #3:

Education Meeting #4:

Education Meeting #5:

WE AGREE

ACTION

Circle Kick Off Kit for Members, October 2013

12

ACTION

Schedule Your Meetings

Circles run smoothly when they’re well organized. Establishing the basic who, what, where and when for your Circle is an important step in this process.

MEETING TYPE DATE TIME HOST EDUCATION TOPIC (WHEN APPLICABLE)

1 Kickoff

2 Education

3 Exploration

4 Education

5 Exploration

6 Education

7 Exploration

8 Education

9 Exploration

10 Education

Circle Kick Off Kit for Members, October 2013

As a group, fill out the following information. Although things may end up changing, we suggest you plan out your next few meetings.

13

And you’re done! Congratulations, you’ve accomplished a lot today.

Next month will be your first Education Meeting. In advance, make sure you watch the expert lecture your group has chosen. You can find the videos at leanin.org/education or in your Mightybell Circle. We also recommend you read the Circle Education Kit for members available in the Circle Hub at leanin.org/ my-circle for an overview of how Education Meetings work and what to expect. Mightybell users can find the Circle Education Kit in a post titled “Education Meeting”.

Circle Kick Off Kit for Members, October 2013

CIRCLE EDUCATION KITFOR MODERATORS

Introduction

We recommend your Circle holds an Education Meeting every other month so you can explore a new topic together. Before each meeting, you’ll watch a 20-minute online lecture from our recommended schedule or based on your group’s interest. Then when you get together, you can focus your time on digging into the topic more deeply and practicing how to put your new skills into action.

What’s Inside

................................................................................................................................................................Page 3A to-do list to make sure you’re prepared for your next meeting

.....................................................................................................................................................................Page 4Two easy exercises to help you put together a great Member Update

.......................................................................................................................................................................Page 6A step-by-step guide to running an Education Meeting

............................................................................................................................................................................ Page 11A short worksheet to track topics discussed at meetings

What to do with these docs

as a tool to stay organized.

in advance of getting together.

so you’re familiar with it and/or to refresh your memory.

.

2

Circle Education Kit for Moderators, March 2013

IMPORTANT NOTE

Every Circle is different and will try new things. If you find an approach worth sharing, we’d love to hear

about it at .

Circle Facilitator

BEFORE THE MEETING, YOU’LL:

Watch the 20-minute online lecture so you feel comfortable with the topic before discussing it with the group

Read through the corresponding Discussion Guide to make sure you understand the main talking-points and activities

Review the Education Guide quickly to make sure you feel fully prepped

AT THE MEETING, YOU’LL:

Lead the guided discussion and activities related to the lesson

Encourage active participation

Facilitate an impromptu discussion, time allowing. This could be an icebreaker

Circle Manager

BEFORE THE MEETING, YOU’LL:

Remind everyone to watch the 20-minute online lecture slated for the month

Print copies of the corresponding Discussion Guide for every member

Review the Education Guide and print two copies for reference during the meeting— one for you and one for your co-moderator (A quick guide for running an Education Meeting on page 6)

Make sure you have a copy of the Circle’s Topic Lot (A worksheet to keep track of topics members may want to discuss later on page 11)

Make sure you have a device to keep track of time

AT THE MEETING, YOU’LL:

Guide the group to start and end on time

Welcome everyone and review the day’s agenda

Track any important or urgent topics discussed on the Topic Lot worksheet

Ask for (or recommend) volunteers to present at next month’s Exploration Meeting

3

We’ve created the following checklist to help you keep track of everything you need to prepare for and run an Education Meeting.

Education Meeting Checklist

Circle Education Kit for Moderators, March 2013

4

Circle Education Kit for Moderators, March 2013

Update ExercisesAt the beginning of each meeting, it’s helpful to spend a few minutes updating your peers about the important things happening in your life. This keeps everyone in the group up-to-date and fosters the personal connections that drive a Circle’s success.

If you’re having trouble figuring out what to share, you can use one of the following exercises to help you put together your update.

Exercise 1

Exercise 2

The biggest opportunity I’ve had since our last meeting is

The biggest challenge I’ve faced since our last meeting is

In the next 30 days, the biggest decision I’ll need to make/most significant situation I’m facing is

Today I’m feeling

I most want to talk about

The thing that might prevent me from focusing on our meeting today is

5

Circle Education Kit for Moderators, March 2013

6

GOALS: Update other members on what’s happening in your life

Discuss the education topic as a group

Commit to “One Action” that puts the skills overviewed into practice

2 Hours

1

2

3

Education Guide

Part 1: Staying Up-to-Date

Review agenda, confidentiality reminder

Everyone takes turns sharing what’s new in their lives

Part 2: Learning Together

Using the Discussion Guide provided by Lean In and our education partner

Part 3: Learning from Each Other

Use “icebreaker” activities to continue to get to know each other (More experienced groups can

Part 4: Wrapping Up

Discuss what worked and what didn’t; set agenda for upcoming Exploration Meeting; confirm next meeting time/date/location

Circle Education Kit for Moderators, March 2013

Check In Up to 5 minutes

Education Meetings begin with a Check In. This a great time to review the agenda and remind members that confidentiality and good communication are important. It’s also an opportunity for members to surface any ideas for improving the Circle.

Member Updates 2 minutes each

Before diving into the Education portion of the meeting, we recommend you go around the group and share important updates from the last month, as well as upcoming opportunities and challenges you anticipate for the month ahead.

If you didn’t prepare anything to say, just share what you’re feeling in the moment,.

PART 1: STAYING UP-TO-DATE

7

CIRCLE MANAGER

CIRCLE FACILITATOR

CIRCLE MANAGER

Try to get things started on time so the group doesn’t feel rushed later in the meeting.

If a member isn’t prepared when it’s her turn, offer to come back to her at the end of Member Updates so she has time to collect her thoughts.

Use the Topic Lot to keep track of the issues raised during Member Updates. Also keep an eye on the clock and make sure members don’t take much more than 2 minutes. If anyone runs over, give them a gentle reminder to wrap things up so other members don’t feel rushed when it’s their turn.

Circle Education Kit for Moderators, March 2013

ALL MEETINGS

ALL MEETINGS

Education Discussion 60 to 90 minutes

Before the meeting, we recommend you watch the video lecture for the month’s topic on your own. This way, your Circle can spend your time discussing the topic and sharing related experiences when you’re together.

During this main portion of the meeting, you can rely heavily on the Discussion Guide to shape the conversation. A typical Discussion Guide includes talking-points, how-to exercises and ends with a recommendation for “One Action” members can do to practice their newfound skills. This small homework assignment helps you start putting what you’ve learned into practice in your daily life—for example, you might be asked to vouch for a women’s competence or practice body language over a group lunch.

To celebrate each other’s successes and give everyone a little extra incentive, we recommend members report back on the outcome of their “One Action” during the next meeting. (More on this later when you prepare for your first Exploration Meeting...)

PART 2: LEARNING TOGETHER

8

CIRCLE FACILITATOR

During this portion of the meeting, you’ll be able to rely on the Discussion Guide provided by Lean In and our education partners. We also suggest the following tips to help things go as well as possible:

1. Keep things moving at a good pace. That way you can get through the whole Discussion Guide.

2. If the Discussion Guide has several options for exercises and questions, choose the ones you think make the most sense for your Circle.

3. Try to identify a few stories from your own life that highlight key points from the lecture.

4. As members share their own stories, look for opportunities to connect them back to key takeaways from the lecture.

Circle Education Kit for Moderators, March 2013

Personal Discussion 10 to 20 minutes (optional depending on timing)

After going through the Discussion Guide as a group, you may have a few minutes leftover. We recommend you use this time to get to know each other better. There are lots of great places to look for these kinds of icebreaker activities, you can get started here:

Or trying going around the room and asking everyone to complete a phrase like: “I love...” “I worry that...” “I want...” “I look forward to...” “I fear...”. You can do as many as you want, and easily add more of you own.

More experienced Circles may also decide to use this time to dig into a topic that’s important to one or more members. If you haven’t already done this as a group, you’ll quickly become experts after a few Exploration Meetings.

PART 3: LEARNING FROM EACH OTHER

9

Circle Education Kit for Moderators, March 2013

For more information about Exploration Meetings, read the for members on and in your Mightybell space.

CIRCLE FACILITATOR

Once you get the hang of how an Exploration Meeting works, consider using the extra time to have a

Housekeeping Up to 10 minutes

We suggest you use the last 10 minutes of the meeting to reflect on what worked and what didn’t. This is also when the Circle Manager will confirm the details for next month’s Exploration Meeting and identify two members

consider volunteering. Then in the Exploration Meeting, you’ll spend about 5 minutes presenting your story, and other members will share their insights and related experiences to help inform your thinking.

worksheet to get prepared. You’ll find it in the PDF titled for members on and in your Mightybell space. In addition, you can always read through the full kit for a preview of the meeting.

PART 4: WRAPPING UP

10

Circle Education Kit for Moderators, March 2013

CIRCLE MANAGER

The Topic Lot is a good tool for keeping track of issues surfaced during meetings, although any running

issues that are important and meaningful to the group, and then brainstorm the best members to present together.

CO-MODERATORS

CIRCLE FACILITATOR

We recommend you prepare for your next meeting by reviewing the for moderators available on and in your Mightybell space.

In preparation for the Education Meeting, it’s a nice idea to contact each presenter to see how her

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CIRCLE EDUCATION KITFOR MEMBERS

Introduction

We recommend your Circle holds an Education Meeting every other month so you can explore a new topic together. Before each meeting, you’ll watch a 20-minute online lecture from our recommended schedule or based on your group’s interest. Then when you get together, you can focus your time on digging into the topic more deeply and practicing how to put your new skills into action.

What’s Inside

.....................................................................................................................................................................Page 4Two easy exercises to help you put together a great Member Update

.......................................................................................................................................................................Page 6A step-by-step guide to your Education Meeting

What to do with these docs

in advance of getting together.

for a sneak peek of what’s ahead.

Don’t worry about printing anything out, your moderator(s) will have copies of all the materials you need for the meeting.

2

Circle Education Kit for Members, March 2013

3

Circle Education Kit for Members, March 2013

Update ExercisesAt the beginning of each meeting, it’s helpful to spend a few minutes updating your peers about the important things happening in your life. This keeps everyone in the group up-to-date and fosters the personal connections that drive a Circle’s success.

If you’re having trouble figuring out what to share, you can use one of the following exercises to help you put together your update.

Exercise 1

Exercise 2

The biggest opportunity I’ve had since our last meeting is

The biggest challenge I’ve faced since our last meeting is

In the next 30 days, the biggest decision I’ll need to make/most significant situation I’m facing is

Today I’m feeling

I most want to talk about

The thing that might prevent me from focusing on our meeting today is

4

Circle Education Kit for Members, March 2013

5

Suggested Meeting Agenda

GOALS: Update other members on what’s happening in your life

Discuss the education topic as a group

Commit to “One Action” that puts the skills overviewed into practice

2 Hours

1

2

3

Education Guide

Part 1: Staying Up-to-Date

Everyone takes turns sharing what’s new in their lives

Part 2: Learning Together

Using the Discussion Guide provided by Lean In and our education partner

Part 3: Learning from Each Other

Use “icebreaker” activities to continue to get to know each other (More experienced groups can also use the time for a Personal Story)

Part 4: Wrapping Up

Discuss what worked and what didn’t; set agenda for upcoming Exploration Meeting; confirm next meeting time/date/location

Circle Education Kit for Members, March 2013

Check In Up to 5 minutes

Education Meetings begin with a Check In. This a great time to review the agenda and remind members that confidentiality and good communication are important. It’s also an opportunity for members to surface any ideas for improving the Circle.

Member Updates 2 to 3 minutes each

It helps to stay current with the lives of your Circle members, and leads to deeper relationships. Before diving into the Education portion of the meeting, we recommend you go around the group and share important updates from the last month, as well as upcoming opportunities and challenges you see for the month ahead.

If you didn’t prepare anything to say, just share what you’re feeling in the moment.

PART 1: STAYING UP-TO-DATE

6

Circle Education Kit for Members, March 2013

ALL MEETINGS

ALL MEETINGS

Education Discussion 60 to 90 minutes

Before the meeting, we recommend you watch the video lecture for the month’s topic on your own. This way, your Circle can spend your time discussing the topic and sharing related experiences when you’re together.

During this main portion of the meeting, you can rely heavily on the Discussion Guide to shape the conversation. A typical Discussion Guide includes talking-points, how-to exercises and ends with a recommendation for “One Action” members can do to practice their newfound skills—for example, you might be asked to vouch for a women’s competence or practice body language over a group lunch.

To celebrate each other’s successes and give everyone a little extra incentive, we recommend members report back on the outcome of their “One Action” during the next meeting. (More on this later when you prepare for your first Exploration Meeting...)

PART 2: LEARNING TOGETHER

7

Circle Education Kit for Members, March 2013

Personal Discussion 10 to 20 minutes (optional depending on timing)

After going through the Discussion Guide as a group, you may have a few minutes leftover. We recommend you use this time to get to know each other better. There are lots of great places to look for these kinds of icebreaker activities, you can get started here:

Or trying going around the room and asking everyone to complete a phrase like: “I love...” “I worry that...” “I want...” “I look forward to...” “I fear...”. You can do as many as you want, and easily add more of you own.

More experienced Circles may also decide to use this time to dig into a topic that’s important to one or more members. If you haven’t already done this as a group, you’ll quickly become experts after a few Exploration Meetings.

PART 3: LEARNING FROM EACH OTHER

8

Circle Education Kit for Members, March 2013

For more information about Exploration Meetings, read the for members on and in your Mightybell space.

Housekeeping Up to 10 minutes

We suggest you use the last 10 minutes of the meeting to reflect on what worked and what didn’t. This is also when the Circle Manager will confirm the details for next month’s Exploration Meeting and identify two members to share their Personal Stories. If you have a challenge, opportunity or upcoming decision you’d like to discuss, consider volunteering. Then in the Exploration Meeting, you’ll spend about 5 minutes presenting your story, and other members will share their insights and related experiences to help inform your thinking.

Next Steps

If you are presenting a Personal Story, you can use our worksheet to get prepared. You’ll find it in the PDF titled for members on and in your Mightybell space. In addition, you can always read through the full kit for a preview of the meeting.

PART 4: WRAPPING UP

9

Circle Education Kit for Members, March 2013

ALL MEETINGS

12

Circle Ed

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CIRCLE EXPLORATION KITFOR MODERATORS

2

Circle Explorarion Kit for Moderators, March 2013

Introduction

Exploration Meetings are an opportunity for members to share experiences and learn from each other. In a typical Exploration Meeting, two members present a challenge, opportunity or upcoming decision with their Circle. We call these Personal Stories. After listening to the presenter, the rest of the group shares their own insights and related experiences. The idea is that everyone benefits from the group’s best thinking.

What’s Inside

...........................................................................................................................................Page 3A to-do list to make sure you’re prepared for the Exploration Meeting

.....................................................................................................................................................................Page 4Two easy exercise to help you put together a great Member Update

...................................................................................................................................................................Page 6A step-by-step guide to running an Exploration Meeting with moderator notes

....................................................................................................................................................................Page 10A worksheet to help presenting members put together a Personal Story

.................................................................................................................................................................. Page 11A worksheet members can use to brainstorm their responses to Personal Stories

........................................................................................................................................................................... Page 13A short worksheet to track topics discussed at meetings

What to do with these docs

as a tool to stay organized.

in advance of getting together.

so you’re familiar with it and/or to refresh your memory.

worksheet to get started.

worksheet during the meeting to help prepare your responses to Personal Stories.

.

IMPORTANT NOTE

Every Circle is different. Your Circle will likely try new things based on what’s right for your members.

If you find an approach worth sharing, we’d love to hear about it at

Circle Facilitator

BEFORE THE MEETING, YOU’LL:

Check in with the scheduled presenters to see if they need any help with their Personal Stories

AT THE MEETING, YOU’LL:

Introduce the presenters and facilitate the discussion that follows their Personal Stories

Ensure members respect the Circle’s commitment to good communication

Circle Manager

BEFORE THE MEETING, YOU’LL:

Make sure you have two presenters lined up

during the meeting—one for you and one for your co-moderator

Make sure you have a copy of the Circle’s Topic Lot

Make sure you have a device to keep track of time

AT THE MEETING, YOU’LL:

Serve as timekeeper during activities

Welcome everyone and review the day’s agenda

Track any important or urgent topics discussed on the Topic Lot Worksheet

Confirm the topic for next month’s Education Meeting

3

We’ve created the following checklist to make sure you keep track of everything you need to prepare and run an Exploration Meeting.

Exploration Meeting Checklist

Circle Explorarion Kit for Moderators, March 2013

4

Circle Explorarion Kit for Moderators, March 2013

Update ExercisesAt the beginning of each meeting, it’s helpful to spend a few minutes updating members about the important things happening in your life. This keeps everyone in the group up-to-date and fosters the personal connections that drive a Circle’s success.

If you’re having trouble figuring out what to share, you can use one of the following exercises to help you put together your update.

Exercise 1

Exercise 2

The biggest opportunity I’ve had since our last meeting is

The biggest challenge I’ve faced since our last meeting is

In the next 30 days, the biggest decision I’ll need to make/most significant situation I’m facing is

Today I’m feeling

I most want to talk about

The thing that might prevent me from focusing on our meeting today is

5

Circle Explorarion Kit for Moderators, March 2013

6

Suggested Meeting Agenda

GOALS: Update other members on what’s happening in your life

Exchange personal insights and experiences on important issues

2 Hours

1

2

Exploration Guide

Part 1: Staying Connected

Everyone takes turns sharing what’s new in their lives

Everyone takes turns sharing the outcome of their “One Action” (This can be done as part of Member Updates)

Part 2: Learning from Each Other

Facilitator sets up the discussion (confidentiality, boundaries, communication guidelines)

Presenter shares her Personal Story

Circle members can ask questions to shape the presenter’s thinking or guide their own stories

Members share their own insights or experiences

Presenter shares how she benefited from the discussion

Members take turns doing the same

Part 3: Wrapping Up

Discuss what worked and what didn’t; confirm next meeting’s Education topic as well as time/date/location

Circle Explorarion Kit for Moderators, March 2013

7

Circle Explorarion Kit for Moderators, March 2013

Check In Up to 5 minutes

Education Meetings begin with a Check In. This a great time to review the agenda and remind members that confidentiality and good communication are important. It’s also an opportunity for members to surface any ideas for improving the Circle.

Member Updates 2 minutes each

Before diving into the Exploration portion of the meeting, we recommend you go around the group and share important updates from the last month, as well as upcoming opportunities and challenges you see for the month ahead.

If you didn’t prepare anything to say, just share what you’re feeling in the moment, and try to stick to more significant updates.

PART 1: STAYING CONNECTED

CIRCLE MANAGER

Try to get things started on time so the group doesn’t feel rushed later in the meeting.

CIRCLE FACILITATOR

If a member isn’t prepared when it’s her turn, offer to come back to her at the end of Member Updates so she has time to collect her thoughts.

One Action Updates 2 minutes each

During your last Education Meeting, you likely ended by discussing how to incorporate the recommended “One Action” into your upcoming month. If you put your new skills into action and completed it, now is a great time to share your results with the group. If you didn’t, consider sharing what, if anything, got in your way.

CIRCLE FACILITATOR

It’s a good idea to start things out by reminding everyone what the “One Action” for the month was. You may want to start by asking if anyone has an especially interesting experience they want to share, or just go around the room and have each member share.

CIRCLE MANAGER

Use the Topic Lot to keep track of the issues raised during Member Updates. Also keep an eye on the clock during both Member and One Action Updates to make sure members don’t take much than 2 minutes. If anyone runs over, give them a gentle reminder to wrap things up so other members don’t feel rushed when it’s their turn.

ALL MEETINGS

ALL MEETINGS

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Circle Explorarion Kit for Moderators, March 2013

Personal Story #1 30-45 minutes

During this portion of the meeting, the first presenter spends 5 to 7 minutes sharing her Personal Story with the group. After she’s finished, members are encouraged to ask questions to help her consider her situation from a different angle and/or gather more information so they can choose the right story to share in response. In either case, they should avoid offering advice or making judgements.

Following this brief Q&A, members go around the room and tell their own stories. The goal is that hearing how other members have responded to similar situations will help the presenter work through her issue, and provide different points-of-view that are valuable to everyone in the Circle.

A great way to end is for the presenter to spend a few minutes explaining how she benefited from the discussion. Then other members can quickly do the same —a simple approach is to go around the Circle and complete the phrases, “I’m feeling...” or “I learned...”

PART 2: LEARNING FROM EACH OTHER

CIRCLE FACILITATOR

CIRCLE FACILITATOR

It’s a good idea to start the Personal Story segment of the meeting by reminding everyone about the importance of confidentiality. You may also want to tell everyone to hold their questions until the presenter is finished, and to emphasize the importance of good group communication when asking her questions and sharing their own stories. If anyone’s questions or stories drift into making judgements or offering advice, gently remind them that Circles are about listening to and sharing experiences.

This is the part where Exploration and Education Meetings are different. Lean In provides an online lecture and

individual Circle members by sharing what we call Personal Stories.

It’s nice to reach out to presenters before the meeting to see if they need any help focusing their presentation, or figuring out what they hope to achieve during the discussion.

We recommend you take some time ahead of the meeting to organize your thoughts. We provide the worksheet on page 9 to get you started. In addition, you can always reach out to your Circle Facilitator for help with your story.

Personal Story #2 30-45 minutes

In a typical Exploration Meeting, you’ll have time for a second Personal Story following the same format. If there’s remaining time, you can always try to sneak in a third Personal Story or spend extra time digging more deeply into an issue that was raised by the goup.

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Circle Explorarion Kit for Moderators, March 2013

Housekeeping Up to 10 minutes

We suggest you use some of the last 10 minutes of the meeting to reflect on what worked and what didn’t. This is also when the Circle Manager will remind everyone what topic is on the agenda for next month’s Education Meeting.

PART 3: WRAPPING UP

CIRCLE MANAGER

If your Circle isn’t following Lean In’s suggested topic schedule, it might help to preview a few videos online so you can offer suggestions to the group and choose on together.

CIRCLE MANAGER

CIRCLE FACILITATOR

It may be helpful to send out a reminder to watch the online lecture a few days before the meeting. If someone arrives and hasn’t watched it, they’ll miss out on most of the evening—like arriving at book club without opening the book!

so you feel prepared to lead the group activities. You can always find all the materials related to our education topics at .

ALL MEETINGS

Next Steps

We recommend you watch the online lecture a few days before the getting together so it’s fresh in your mind;

to give your regular Member Update.

You can find all our online lectures at , and we automatically add the next lecture on our suggested schedule to your Mightybell space.

10

Circle Explorarion Kit for Moderators, March 2013

Share Your StoryAs a presenter, you’ll share a 5 to 7 minute Personal Story with your Circle, and then field questions from other members before listening to their insights and stories.

To get started, we suggest you take some time to work through the following questions. In addition, you can reach out to your Circle Facilitator for help focusing your thoughts and putting together your story.

ACTION

Nature What is the nature of your Personal Story? Is it related to work or home or something else?

Background What is the background information? This is the who, what, when, where and why.

Purpose Why did you choose this topic? What question do you want to answer? What is the challenge or opportunity you want to address?

Feelings How do you feel about the situation you’re presenting? Sad, mad, anxious, scared?

Options What are your options? What are the pros and cons of each? Do you have a preference? Are there elements of the situation that are out of your control?

Outcomes What are the outcomes of your different options? What will happen if nothing changes?

Personal Story #1

11

Personal Stories allow individual members to share their opportunities, challenges and upcoming decisions. Then the whole group benefits from everyone’s insights and experiences. We hope your Circle becomes a place where everyone can discuss important issues that they’re experiencing at work and home.

here are our suggested guidelines:

beyond the words to hear the feelings. It is important to listen in order to understand rather than listen to respond as we often do in our daily lives.

Circle members and topical discussions without judgment.

thought-provoking questions to help the presenter see her situation from a different angle. But avoid embedding advice in the form of a question (e.g., “Have you ever considered…?”).

experiences, not opinions or advice. Use “I” statements and speak only for yourself. Be specific and brief. Avoid “you should...”

We’ve developed the prompts below to help you formulate your questions, insights and stories as you listen to each member’s Personal Story.

Listen, Ask, Share

Circle Explorarion Kit for Moderators, March 2013

ACTION

Listen What are key considerations of the presenter? How is she feeling about the situation?

Ask Is there a question you’d like to ask to help better understand the presenter’s situation? Something that might get her to consider things from a different angle?

Share What experiences have you had that might be helpful to the presenter?

12

Circle Explorarion Kit for Moderators, March 2013

Personal Story #2

ACTION

Listen What are key considerations of the presenter? How is she feeling about the situation?

Ask Is there a question you’d like to ask to help better understand the presenter’s situation? Something that might get her to consider things from a different angle?

Share What experiences have you had that might be helpful to the presenter?

Example: Ericka Supervisor takes credit for her work Angry 2

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Circle Explorarion Kit for Moderators, March 2013

The Topic Lot For Circle Managers

The Topic Lot is a running list of personal topics—opportunities, challenges, life changes, etc.—shared during meetings. We recommend you use the Topic Lot to keep track of what’s discussed so you can identify good topics for Exploration Meetings.

As a Circle Manager, one of your most important jobs is lining up two members to present at each Exploration Meeting. Members are encouraged to volunteer to present on a challenge, opportunity or decision that’s important to them. However, you may also ask members to present on topics that are meaningful and interesting to the group.

A few tips on how to use the Topic Lot:

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CIRCLE EXPLORATION KITFOR MEMBERS

2

Circle Exploration Kit for Members, March 2013

Introduction

Exploration Meetings are an opportunity for members to share experiences and learn from each other. In a typical Exploration Meeting, two members present a challenge, opportunity or upcoming decision with their Circle. We call these Personal Stories. After listening to the presenter, the rest of the group shares their own insights and related experiences. The idea is that everyone benefits from the group’s best thinking.

What’s inside

.....................................................................................................................................................................Page 3Two easy exercise to help you put together a great Member Update

...................................................................................................................................................................Page 5A step-by-step guide to an Exploration Meeting

......................................................................................................................................................................Page 6A short worksheet to help presenting members put together a Personal Story

.................................................................................................................................................................. Page 11A worksheet members can use to brainstorm their responses to Personal Stories

What to do with these docs

in advance of getting together.

for a sneak peek at what’s ahead.

worksheet to get started.

worksheet during the meeting to help prepare your responses to Personal Stories.

Don’t worry about printing out documents you’re not using to prepare; your moderator(s) will have copies of everything you need for the meeting.

IMPORTANT NOTE

Every Circle is different and will try new things. If you find an approach worth sharing, we’d love to hear

about it at

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Circle Exploration Kit for Members, March 2013

Update ExercisesAt the beginning of each meeting, it’s helpful to spend a few minutes updating members about the important things happening in your life. This keeps everyone in the group up-to-date and fosters the personal connections that drive a Circle’s success.

If you’re having trouble figuring out what to share, you can use one of the following exercises to help you put together your update.

Exercise 1

Exercise 2

The biggest opportunity I’ve had since our last meeting is

The biggest challenge I’ve faced since our last meeting is

In the next 30 days, the biggest decision I’ll need to make/most significant situation I’m facing is

Today I’m feeling

I most want to talk about

The thing that might prevent me from focusing on our meeting today is

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Circle Exploration Kit for Members, March 2013

5

Suggested Meeting Agenda

GOALS: Update other members on what’s happening in your life

Exchange personal insights and experiences on important issues

2 Hours

1

2

Exploration Guide

Part 1: Staying Connected

Everyone takes turns sharing what’s new in their lives

Everyone takes turns sharing the outcome of their “One Action” (This can be done as part of Member Updates)

Part 2: Learning from Each Other

Facilitator sets up the discussion (confidentiality, boundaries, communication guidelines)

Presenter shares her Personal Story

Circle members can ask questions to shape the presenter’s thinking or guide their own stories

Members share their own insights or experiences

Presenter shares how she benefited from the discussion

Members take turns doing the same

Part 3: Wrapping Up

Discuss what worked and what didn’t; confirm next meeting’s Education topic as well as time/date/location

Circle Exploration Kit for Members, March 2013

Check In Up to 5 minutes

Exploration Meetings begin with a Check In. This a great time to review the agenda and remind members that confidentiality and good communication are important. It’s also an opportunity for members to surface any ideas for improving the Circle.

Member Updates 2 minutes each

Before diving into the Exploration portion of the meeting, we recommend you go around the group and share important updates from the last month, as well as upcoming opportunities and challenges you see for the month ahead.

If you didn’t prepare anything to say, just share what you’re feeling in the moment, and try to stick to more significant updates.

PART 1: STAYING CONNECTED

6

One Action Updates 2 minutes each

During your last Education Meeting, you likely ended by discussing how to incorporate the recommended “One Action” into your upcoming month. If you put your new skills into action and completed it, now is a great time to share your results with the group. If you didn’t, consider sharing what, if anything, got in your way.

Circle Exploration Kit for Members, March 2013

ALL MEETINGS

ALL MEETINGS

Personal Story #1 30-45 minutes

During this portion of the meeting, the first presenter spends 5 to 7 minutes sharing her Personal Story with the group. After she’s finished, members are encouraged to ask questions to help her consider her situation from a different angle and/or gather more information so they can choose the right story to share in response. In either case, they should avoid offering advice or making judgements.

Following this brief Q&A, members go around the room and tell their own stories. The goal is that hearing how other members have responded to similar situations will help the presenter work through her issue, and provide different points-of-view that are valuable to everyone in the Circle.

A great way to end is for the presenter to spend a few minutes explaining how she benefited from the discussion. Then other members can quickly do the same —a simple approach is to go around the Circle and complete the phrases, “I’m feeling...” or “I learned...”

PART 2: LEARNING FROM EACH OTHER

7

We recommend you take some time ahead of the meeting to organize your thoughts. We provide the worksheet on page 9 to get you started. In addition, you can always reach out to your Circle Facilitator for help with your story.

Circle Exploration Kit for Members, March 2013

This is the part where Exploration and Education Meetings are different. Lean In provides an online lecture and Discussion Guide for Education Meetings. Exploration Meetings are a time to focus on the experiences of individual Circle members by sharing what we call Personal Stories.

Personal Story #2 30-45 minutes

In a typical Exploration Meeting, you’ll have time for a second Personal Story following the same format. If there’s remaining time, you can always try to sneak in a third Personal Story or spend extra time digging more deeply into an issue that was raised by the goup.

8

Circle Exploration Kit for Members, March 2013

Housekeeping Up to 10 minutes

We suggest you use some of the last 10 minutes of the meeting to reflect on what worked and what didn’t. This is also when the Circle Manager will remind everyone what topic is on the agenda for next month’s Education Meeting.

Next Steps

We recommend you watch the online lecture a few days before the getting together so it’s fresh in your mind; you can also read through the Discussion Guide but it’s not necessary. In any case, don’t forget to come prepared to give your regular Member Update.

PART 3: WRAPPING UPALL MEETINGS

You can find all our online lectures at , and we automatically add the next lecture on our suggested schedule to your Mightybell space.

9

Circle Exploration Kit for Members, March 2013

Share Your StoryAs a presenter, you’ll share a 5 to 7 minute Personal Story with your Circle, and then field questions from other members before listening to their insights and stories.

To get started, we suggest you take some time to work through the following questions. In addition, you can reach out to your Circle Facilitator for help focusing your thoughts and putting together your story.

ACTION

Nature What is the nature of your Personal Story? Is it related to work or home or something else?

Background What is the background information? This is the who, what, when, where and why.

Purpose Why did you choose this topic? What question do you want to answer? What is the challenge or opportunity you want to address?

Feelings How do you feel about the situation you’re presenting? Sad, mad, anxious, scared?

Options What are your options? What are the pros and cons of each? Do you have a preference? Are there elements of the situation that are out of your control?

Outcomes What are the outcomes of your different options? What will happen if nothing changes?

Personal Story #1

10

Personal Stories allow individual members to share their opportunities, challenges and upcoming decisions. Then the whole group benefits from everyone’s insights and experiences. We hope your Circle becomes a place where everyone can discuss important issues that they’re experiencing at work and home.

here are our suggested guidelines:

beyond the words to hear the feelings. It is important to listen in order to understand rather than listen to respond as we often do in our daily lives.

Circle members and topical discussions without judgment.

thought-provoking questions to help the presenter see her situation from a different angle. But avoid embedding advice in the form of a question (e.g., “Have you ever considered…?”).

experiences, not opinions or advice. Use “I” statements and speak only for yourself. Be specific and brief. Avoid “you should...”

We’ve developed the prompts below to help you formulate your questions, insights and stories as you listen to each member’s Personal Story.

Listen, Ask, Share

Circle Exploration Kit for Members, March 2013

ACTION

Listen What are key considerations of the presenter? How is she feeling about the situation?

Ask Is there a question you’d like to ask to help better understand the presenter’s situation? Something that might help her consider things from a different angle?

Share What experiences have you had that might be helpful to the presenter?

11

Circle Exploration Kit for Members, March 2013

Personal Story #2

ACTION

Listen What are key considerations of the presenter? How is she feeling about the situation?

Ask Is there a question you’d like to ask to help better understand the presenter’s situation? Something that might help her consider things from a different angle?

Share What experiences have you had that might be helpful to the presenter?