ERIC ED370726: Leadership Enhancement for the Active Retired: A Community Leadership Training Manual.

354 Pages·1991·6.5 MB·English

by  ERIC

DOCUMENT RESUME
ED 370 726
RC 019 241
AUTHOR
Schultz, Carol M., Ed.; Olson, Philip, Ed.
TITLE
Leadership Enhancement for the Active Retired: A
Community Leadership Training Nanual.
INSTITUTION
Missouri Univ., Kansas City. Center on Rural
Elderly.
SPONS AGENCY
Kellogg Foundation, Battle Creek, Mich.
PUB DATE
91
NOTE
362p.
AVAILABLE FROM
Publications Director, Center on Rural Elderly, 5245
Rockhill Road, Kansas City, MO 64110.
PUB TYPE
Classroom Use
Guides
Teaching Guides (For
Teacher) (052)
EDRS PRICE
MF01/PC15 Plus Postage.
DESCRIPTORS
Adult Education; Adult Programs; Community
Development; Community Involvement; *Community
Programs; Leadership; *Leadership Training; *Older
Adults; Program Development; *Retirement; Rural
Areas
ABSTRACT
Developed for program facilitators in rural
communities, Leadership Enhancement for the Active Retired (LEAR) is
a training model that builds on the leadership skills and expertise
of people who are retired from full-time employment, but are still
willing to share their time and talent to benefit their community.
Although other formats for the program are described, the typical
format involves a 3-day retreat and eight weekly sessions. Topics
include aspects of community leadership, interpersonal relationships,
individual leadership skills, working with groups, holding effective
meetings, public policy, the role of local government, and
volunteerism. The manual is divided into three parts. Part I, Getting
Started, describes how to go about setting up a LEAR program. Part
II, Curricular Materials, consists of a series of model lectures that
cover the major topics contained in the program. Lesson plans include
classroom exercises, suggestions for outside reading, and reference
to supplementary material found in the appendix. Part III, Appendix,
consists of designated readings, overhead masters, class handout
masters, reference materials, and other materials to facilitate the
program. (KS)
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Reproductions supplied by EDRS are the best that can be made
from the original document.
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CD
LEADERSHIP ENHANCEMENT
LU
FOR THE ACTIVE RETIRED
A Community Leadership
Training Manual
With Separate Appendix of Resource Materials
"PERMISSION TO REPRODUCE THIS
MATERIAL HAS BEEN GRANTED BY
Editors
TO THE EDUCATIONAL RESOURCES
Carol M. Schultz
INFORMATION CENTER (ERIC)."
and
Philip Olson
U.S. DEPARTMENT OF EDUCATION
Office of Educational Research and Improvement
EDUCATIONAL RESOURCES INFORMATION
CENTER (ERIC)
trhis document has been reproduced as
eceived from the Person or organization
originating it
r Minor changes have been made to improve
reproduction quality
Points of view or opinions stated in this docu-
ment do not necessarily represent official
OERI Position or policy
CENTER ON RURAL ELDERLY
2
PEST COPY AVARABLE
.EADERSHIP ENHANCEMENT FOR THE ACTIVE RETIRED
Don Littrell, Associate Professor, Community Development Extension,
Developed by:
University of Misscuri-Columbia
Murray Hardesty, Coordinator Program and Staff Development,
University of Missouri Extension
Michele Merfeld, Assistant Professor, Family Economic Management
Extension, University of Missouri-Columbia
Eunice Lieurance, Associate Professor, Family Economic Management
Extension, University of Missouri-Columbia
Elvis Clark, Reading/Composition Instructor, Mineral Area College,
Flat River, Missouri
Anna Jean Wade, Extension Assistant, Gerontology Center, Mineral
Area College, Flat River, Missouri
Carol M. Schultz, Program Specialist, Center on Rural Elderly,
University of Missouri-Kansas City
Philip Olson
Carol M. Schultz
Edited by:
Project Consultant
Program Specialist
&
Center on Rural Elderly
Center on Rural Elderly
Center on Rural Elderly
Published by:
5245 Rockhill Road
Kansas City, Missouri 64110
3
This leadership training manual was developed for use by state cooperative extension
systems, older adult groups and the general public under a grant from the W. K. Kellogg
Foundation, Battle Creek, Michigan. Direction for the project was provided by the Center
on Rural Elderly, Center on Aging Studies, University of Missouri-Kansas City, Kansas
The content of this publication reflects the opinions of the individual
City, Missouri.
authors.
Copyright 1991, Center on Rural Elderly.
All rights reserved.
The Center on Rural Elderly hereby gives permission to copy for noncommercial purposes
all materials herein, except those with separate copyright prntection, provided that the
authors and the Center on Rural Elderly are recognized.
To order this manual write to:
Publications Director
Center on Rural Elderly
5245 Rockhill Road
Kansas City, Missouri 64110
4
PREFACE
Welcome to Leadership Enhancement for the Active Retired (LEAR). On behalf
of those who have been involved in developing this program, this train; g manual stands
as a symbol of their competent work.
This manual was funded through a grant from the W. K. Kellogg Foundation. The
project was directed by the Center on Rural Elderly, Center for Aging Studies, University
of Missouri-Kansas City.
Leadership Enhancement for the Active Retired is the product of many people.
The concept for the program came about through the collaboration of Leo Cram, Philip
Olson and Donald Boesch. The initial pilot project was directed by Don Boesch with
assistance provided by Anna Jean Wade. Marvin Dobbs took over the pilot project during
The two secretaries
the second year, with Ms. Wade providing the needed continuity.
providing support for the pilot project, Debbie Conners and Alice Lindsey, put in many
hours of effort.
The expertise, leadership, proficiency and time devoted to the project by the
developers of the content material are recognized with appreciation. The developers are:
Don Littrell, Murray Hardesty, Elvis Clark, Eunice (Pat) Lieurance, Michele Merfeld and
Anna Jean Wade.
The participants in the pilot project, the members of the advisory committees, and
the administration of Mineral Area College were centra to this program's success.
The dedicated efforts of Jo Ann Rose, Center on Rural Elderly, and her role in the
design and layout of the manual, have contributed immeasurably to the final product.
Philip Olson, Co-Editor
Carol M. Schultz, Co-Editor
Project Consultant
Progr im Specialist
Center on Rural Elderly
Center on Rural Elderly
LEADERSHIP ENHANCEMENT FOR THE ACTIVE RETIRED
TABLE OF CONTENTS
Introduction
1
How to Use This Mcrival
2
Overview and Backg73und
3
PART I
GEITING STARMD
1. LEADERSHIP ENHANCEMENT FOR THE ACTIVE RETIRED
by Carol Schultz and Anna Jean Wade
The need for a special program for adults
9
Program goals/Expected outcomes
11
2. STEPS FOR DEVELOPING A PROGRAM IN A COMMUNITY SETTING
by Anna Jean Wade and Carol Schultz
Suggested time line for development
13
Sponsorship of the program
14
Fund raising for support
15
The retreat model
17
Other formats
19
Cost issues
21
Recruiting participants
24
Minority involvement
26
Selecting staff
28
Tips for implementation
33
3. WORKING WITH OLDER ADULT LEARNERS
by Carol Schultz
Characteristics of adult learners
37
Guidelines for teaching adults
38
Special arrangements in the environment
43
PART II
CURRICULAR MATERIALS
RETREAT DAY 1 SESSIONS
4. SESSION 1.1: Getting Ready for Leadership Enhancement for the Active Retired
by Don Littrell
49
5. SESSION 1.2: Leadership Functions vs. Leadership
by Don Littrell
55
6. SESSION 1.3: Community Leadership: Problem Analysis
by Don Littrell
69
7. SESSION 1.4: Community Leadership: Team Building
by Don Littrell
79
RETREAT DAY 2 SESSIONS
8. SESSION 2.1: Learning How to Learn: Raising the Confidence of Older Adults
by Carol Schultz and Elvis Clark
85
9. SESSION 2.2: Effective Interpersonal Communication
by Murray Hardesty
95
10. SESSION 2.3: Verbal and Non-verbal Communication
by Murray Hardesty
101
11. SESSION 2.4: Facts and Information Gathering
by Don Littrell
109
12. SESSION 2.5: Visionary Leadership: Leadership Strategies for the Future
by Don Littrell
117
RETREAT DAY 3 SESSIONS
Modeling, Integrating, Practicing and
13. SESSION 3.1: The Leadership Functions:
Processing
by Don Littrell
123
WEEKLY SESSIONS
14. SESSION 4.1: Assessing Individual Leadership Skills
by Don Littrell
127
15. SESSION 4.2: Working with People in Small and Large Groups
by Murray Hardesty
133
16. SESSION 4.3: Holding Effective Meetings
by Murray Hardesty and Carol Schultz
141
17. SESSION 4.4: Issue Analysis and Resolution
by Don Littrell
149
18. SESSION 4.5: Public Policy and Commul,ity Concerns
by Eunice Lieurance
159
19. SESSION 4.6: The Role of Local Government in Community Issues
by Eunice Lieurance and Carol Schultz
171
20. SESSION 4.7: Volunteerism and Community Issues
by Michele Merfeld
179
21. SESSION 4.8: Opportunities for Involvement
by Anna Jean Wade and Carol Schultz
187
References
193
Further Reading
195
PART III
APPENDIX
A. Resource materials for lecture series
B. Sample forms
iNTRODUCTION
Leadership Enhancement for the Active Retired, and its companion appendix of Resource
MateriaLs, have been developed for educators and program facilitators working in rural
communities. The program formats and accompanying suggestions are designed to match
the resources available in smaller communities. Facilitators using these materials will find
they are adaptable to the special skills and talents of those living in
rural areas.
Facilitators will want to review the manual in its entirety before determining how best to
utilize its contents.
The manual is divided into three parts.
PART I: GETTING STARTED consists of three chapters that describe how to go about
setting up a LEAR program in your community.
PART II: CURRICULAR MATERIALS consists of a series of model lectures that cover
the major topics contained in the program. It includes classroom exercises, suggestions for
outside readings, and reference to supplementary materials found in the Appendix.
PART III: APPENDIX consists of designated readings, overhead masters, class handout
masters, reference materialc and other materials that will facilitate the program.
Inquiries and questions should be addressed to the Director, Center on Rural Elderly (816)
235-2180.
1
HOW TO USE THIS MANUAL
Effective programming for leadership training using this manual can best be accomplished
by first reading through the entire manual. This will help in determining if your community
potentially ready to undertake this initiative. If a quick reading suggests that the
is
community is ready for developing a leadership training program for its early retired
residents, then a series of steps need to be taken:
Identify the leadership needed to undertake the development of this
STEP ONE:
program.
STEP TWO: That leader, together with a small steering committee will need to plan the
and 2, which lay out the major
program, starting with a careful reading of Chapters 1
objectives of the program and techniques for how to organize the details essential to
producing a successful series.
STEP THREE: The resources necessary to implement the program will need to be
identified: appropriate persons to deliver the class materials, a physical facility in which to
hold the sessions, a system of publicity and recruitment of participants, minimally essential
financial resources to defray costs of materials, the retreat, and other features decided
upon.
STEP FOUR: Detailed planning of the curriculum, whether to use the retreat format,
whether to have field trips, how many sessions to hold, the number of participants to aim
for, a budget to carry out the program, a strategy for raising the funds, and a detailed
planning time line for moving from these first stages to completion of the program.