Facilitator Qualifications, ASW Workshop Guidelines & Process

The Vision of Sage-ing International (SI) is to help elders reclaim their role as leaders, while sharing wisdom and spirit essential to creating a better world for current and future generations. SI is committed to transforming the current paradigm of aging to Sage-ing through learning, service and community.This agreement between SI and Facilitators of anAwakening the Sage Within Workshop (ASW) is created to maintain the integrity of the Vision and Mission of SI.

An SI sponsored ASWserves as one of the possible pre-requisitesfor entering the certification program. It covers all of the Sage-ing core topics (Images of Aging, Life Review, Life Repair/Forgiveness, Facing Mortality, Legacy/Sharing Our Gifts), providing 6 contact hours over a one day period or more. The certified Sage-ing Leader (CSL) must be trained to facilitate an ASW and willing to work with SI’s Education and Technology Coordinators and to follow the established guidelines and process steps.

If not enough CSLs have expressed interest in facilitating ASWs for each year, the Education Coordinator(EducCoord) will recruit from different areas of the country. A CSL can contact the EducCoord for the training – Rosemary Cox at 574-386-1962 or

CRITERIA FOR FACILITATORS

•Must be a CSL trained to facilitate the ASW workshop

GUIDELINES

•Use the content and exercises found in The Awakening the Sage Within manual.

•Share information about SI, use of The Sage-ing Workbook (if you are selling them), copyright matters, and the certification program.

•Pass out the certification program’s Indication of Interest form and collect the completed ones.

•Have several copies of the book From Age-ing to Sage-ing, on hand to sell(recommendation).

•Have several copies of The Sage-ing Workbook on hand to sell at full price(recommendation).

•Encourage participants to create a “buddy system” to continue studying and discussing Sage-ing topics and principles.

•Ask participants to complete the Evaluation form and collect when finished.

PROCESS – FIRST STEPS

•Begin the process by indicating your interest in offering an ASW by e-mailing or writing to the EducCoord approximately fivemonths or more in advance if possible.

•Review the ASW documentswhich are posted on the CSL protected site of the SI website, sage-ing.org– contact EducCoord for answers to questions. These documents include:

  • Facilitator Qualifications, Awakening the Sage Within Workshop Guidelines & Process
  • SI Written Agreement
  • ASW Budget/SI Financial Report
  • Flyer Template
  • SI Certification Brochure
  • Indication of Interest in Certification Training
  • Participant Evaluation

•After an informal agreement is reached between the facilitators and the EducCoord, the facilitator(s) signs the Agreement form and sends to the EducCoord.

PROCESS – GENERAL PLANNING STEPS(Facilitators)

•Locate a site, confirm a date, and inform EducCoord.

•Gather expense and room deposit information and contract terms (if any) for the location of the workshop; share information with EducCoord.

•If a contract is required by the organization that is providing the space for theASW and after the contract is approved by the EducCoord, the EducCoord signs contract and sends to the organization.

•Pre-approved room deposit in advance of the event may be paid by the Administrative Director (AdminDir) by the required deadline established in the contract or by the facilitators who will then be reimbursed after the workshop is held when the final invoice is prepared and approved by the EducCoord.

•Provide information for the flyer by using the template provided and submit to EducCoord for review, who will then send it on to the TechCoord who will post the flyer on the website and set up online registration and payment.

•Advertise through your networks and local venues once the flyer is finalized by both the EducCoord and TechCoord. You will be emailed a final copy of the flyer.If you are active on facebook and/or twitter, post information about your workshop there.

•Make sufficient copies of the SI Certification Brochure and the Indication of Interest/ParticipantEvaluation forms, all found on SI’s website (CSL protected site), sage-ing.org

PROCESS – GENERAL PLANNING STEPS(EducCoord & TechCoord, Facilitators)

•Approve budget and contract terms. (EducCoord)

•Post date and location on SI website and submit same basic information to be included in the next SI Bulletin and on the SI website. (TechCoord)

•After EducCoord approves the content of the flyer, TechCoord finalizes the flyer and integrates it with SI’s online registration and fee collection system.TechCoord emails flyer to facilitators, EducCoord, AdminCoord, and Certification Program Coordinator (CertProgCoord).

•Emailflyer to mailing lists of interested people. (everyone)

•Within the2 months before the ASW, the TechCoord will email electronic flyer to national and regional organizations and toHuman Values in Aging(Rick Moody).

PROCESS – BUDGET PLANNING(Facilitators)

•Establish a budget using ASW budget guidelines.

•Have enough participants to meet two goals: at a minimum, to cover expenses; and at a maximum, the number that can fit in the space.

•Welcome current Sage-ing Leaders, CSL interns, and anyone who has taken a pre-requisite workshop in the past to attend for a discounted fee (establish in the budget). Consult EducCoord.

•Submit budget along with agenda and contract to EducCoord.

•May request a financial advance if necessary by contacting EducCoord.

•Order Sage-ing Workbooks from AdminDir at least 1 month before ASW. An invoice will be provided with the order which is to be included in the final accounting report for the workshop expenses. Facilitators will sell workbooks at full price at the ASW, and/or send back if not sold. There is no outlay of cash here, just record keeping.(recommendation)

•Order several copies of From Age-ing to Sage-ing to sell (recommendation). Suggestion for bulk purchase: Hatchette Books 800-222-6747.

PROCESS – ADMINISTRATIVE DETAILS(Facilitators)

•After the workshop, send the completed Indication of Interest forms to the CertProgCoord.

•Send the following to the AdminDir:

  • Registration checks (from participants who are not able to register and pay online – before your workshop), checks from the sale of the workbooks, and any other checks, all made payable to Sage-ing International,
  • Unsold workbooks.
  • Facilitators’ invoice for training fees and reimbursement for workshop expenses like the cost to ship workbooks back to the AdminDir, cost for workshop materials, and room deposit if paid by the facilitators. etc. Include the original receipts, and
  • Invoices from vendors like the food caterer.

•After the workshop, send the following to the EducCoord:

  • Financial Report – EducCoord approves your invoice for payment by AminDir
  • Participant Evaluations (from those who completed one)
  • Summary ASW experience

As ofMay 1, 2016 the following persons have the related responsibilities to theprocesses described:

Administrative Director (AdminDir)

Paul Severance

P.O. Box 554

Beech Grove, IN 46107-1122

317-788-7795

Certification Program Coordinator (CertProgCoord)

Jeanne Marsh

3811 Holland Avenue #5

Dallas TX 75219

214-660-3699

Education Coordinator (EducCoord)

Rosemary Cox

52395 Santa Monica Drive

Granger, IN 46530

Cell-text) 574-386-1962

Technology Coordinator (TechCoord)

Alan Rider

4727 Common View Circle

Indianapolis, IN 46220

Cell-text) 765-350-0030

January_ 2017

Facilitator Qualifications, Intensive Workshop Guidelines & Process1