Systems+-+Monthly

Systems Monthly Version: 2/13/15

Triangles have a Monthly Gathering each month for one hour. The purpose is to share Member Sharing, share Member's current and future topics of importance, and do Triangle Housekeeping.
 * Purpose**


 * System**
 * Scheduling: Leader schedules 3 months in advance with specific date/time. The best approach is same each month such as first Monday from 9-10am ET. Or 1st of month from 10-11pm ET. Please note, this is a guideline as to how to schedule.
 * Format: Based on timezones, Global Members, confidentiality ability to be on phone and be confidential, and other reasons, Triangles may gather in various formats. Triangles may have their Monthly Gathering via chat room, phone conference, or video conference. We suggest best is start with phone conference if possible and step up to video conference if everyone is open to that in future.
 * Duration
 * Monthly Gathering is 1 hour sharp. Always start and end on time.
 * At end of gathering, everyone is welcome/open to stay on chat or call if they want to communicate further but one hour is max always for all members.
 * Format - 1 hour
 * One word open
 * Member Review of Prior Month - 10 minutes - 3 min each - adjust the time depending on the number of members you have.
 * Member's Sharing - 3 * 15 min each = 45 minutes - adjust the time depending on the number of members you have - more time for less members, less time for more members.
 * Housekeeping - 5 minutes
 * One word close
 * Opening - 1 minute
 * Leader confirms everyone is on the call.
 * Leader states purpose of Triangle and reminder of confidentiality.
 * One word open going around the room.
 * Member Review of Prior Month
 * Purpose: Monthly review of your month BEFORE meeting. Convey facts, feelings and significance in 1-2 sentences each max. Keep super short.
 * Each member sends an agenda - see template below - prior to the scheduled meeting
 * Best and Worst - Work, Life and Personal. Life is Family/Home and Work. Personal is not work, not family, just YOU.
 * So, you give a Member Update to Triangle Members on how things are going in your life in following chunks in order:
 * Work - Best
 * Work - Worst
 * Life-Personal - Best
 * Life-Personal - Worst
 * Member's Sharing - 10 min each
 * Purpose: Deal with an issue, share something and be heard, get clarity and experience sharing.
 * Presentation: 3 min
 * Q&A: 3 min
 * Sharing experiences: 4 min
 * Confirm next gathering. Feedback on any topics including Weekly Updates and Daily Emails.
 * One word close


 * Agenda Template**

Leaders - send this email template to all Triangle Members three day prior to the monthly gathering. Have each member answer this and REPLY ALL.

Subject Line - **[Triangle Name] - Member Review of Prior Month** - **[Month]**

Work - Best

Work - Worst

Life - Personal - Best (Life is Family/Home/Work. Personal is not work, not family, just YOU)

Life - Personal - Worst


 * Successful Call Tips**

Take notes of what others are saying for communication later - not relying on memory alone

Just listen when others share - you do not have to add anything while they share or right after they share during the "Member Review of Prior Month". You can save those comments for a call or email later.

It is okay for people to share highs (bragging) or low (real emotions) - not everyone is even keel all the time. The best is often a brag and the worst is often sad, frustrating, anger, hurt etc.

CONFIDENTIALITY.... this is key... everything said must be kept confidential.

Make this a safe emotional environment for all.

Remember this allows us to help one another.

Listening and just listening is worth repeating.

Share experiences often goes a lot farther than giving advice. Knowing someone else had similar experiences does help more than being told what to do.

Connect with others - people, resources, ideas, new view points - all essential in building a connection.

Leader must be timekeeper so all have the same opportunity to share. If a person seems to need more time to discuss their best or worst, have an opportunity for others to stay on the line afterwards or encourage email or chat.

Be open, transparent, non-judgmental. It is a lot harder than it seems like it should be. Your Triangle will see this build each week with the emails and each month with the calls.