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 an Awakening
                    the Sage Within Workshop (ASW) is created to maintain the integrity of the Vision and Mission
                    of SI.
                    An SI sponsored ASW serves as one of the possible pre-requisites for 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 rmzestcox@yahoo.com
                    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 
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                         • Begin the process by indicating your interest in offering an ASW by e-mailing or writing
                              to the EducCoord approximately five months or more in advance if possible.
                         • Review the ASW documents which are posted on the CSL protected site of the SI
                              website, sage-ing.org – contact EducCoord for answers to questions.  These documents
                              include:
                                   o Facilitator Qualifications,  Awakening the Sage Within  Workshop Guidelines &
                                        Process
                                   o SI Written Agreement
                                   o ASW Budget/SI Financial Report
                                   o Flyer Template
                                   o SI Certification Brochure
                                   o Indication of Interest in Certification Training
                                   o 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 the ASW 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/Participant Evaluation 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)
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                         • 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). 
                         • Email flyer to mailing lists of interested people. (everyone)
                         • Within the 2 months before the ASW, the TechCoord will email electronic flyer to
                              national and regional organizations and to Human 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:
                                   o 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,
                                   o Unsold workbooks.
                                   o 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
                                   o Invoices from vendors like the food caterer.
                         • After the workshop, send the following to the EducCoord:
                                   o Financial Report – EducCoord approves your invoice for payment by AminDir
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                                   o Participant Evaluations (from those who completed one)
                                   o Summary ASW experience
                    As of May 1, 2016 the following persons have the related responsibilities to the processes 
                    described:
                    Administrative Director (AdminDir)
                    Paul Severance
                    P.O. Box 554
                    Beech Grove, IN 46107-1122
                    317-788-7795
                     pseverance1@mac.com                                                                         
                    Certification Program Coordinator (CertProgCoord)
                    Jeanne Marsh
                    3811 Holland Avenue #5
                    Dallas TX 75219
                    214-660-3699
                    jeanne@jeannemarsh.com
                    Education Coordinator (EducCoord)
                    Rosemary Cox
                    52395 Santa Monica Drive
                    Granger, IN 46530
                    Cell-text) 574-386-1962
                    rmzestcox@yahoo.com
                    Technology Coordinator (TechCoord)
                    Alan Rider
                    4727 Common View Circle
                    Indianapolis, IN 46220
                    Cell-text) 765-350-0030
                    alanjrider@gmail.com                                                                                                January_ 2017
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