5I Framework Deep Dive

Event Dashboard

February 17th and 18th, 2021


Optional aid to your learning and note taking.

Zoom Link

Zoom URL is www.xchangeapproach.com/joindd

Password is XCHANGE

Please update your zoom software before joining at www.zoom.us/download

Agenda at a Glance

Daily Schedule

All times below are Eastern Time, Click here to see the start time in your time zone.

[Optional] Connection Time & Tech Check
Morning Sessions: Training Start
1:30pm - 2:30pm
BREAK - Optional Lunch Sessions
Afternoon Sessions
Training Ends
5:00pm - 5:45pm
BONUS Q&A Session


If you would like to go deeper with your learning, before or after the training, we’ve curated some resources for you below. This is totally optional.

In case want to explore further— feel free to save the links below!
1. Recorded Enrollment Calls with 2 mock client scenarios

Watch as Jon conducts a mock sales call with Kris Kelkar, Allison Conte and Tara Powers, who play the role of a Executive Team.  [Executive Team VIDEO :https://player.vimeo.com/video/505455331 

Watch as Jon conducts a mock sales call with Anna Liotta, serving the role as a Board President. [NPO Board VIDEO:https://youtu.be/OVFrVT3xJlA

2. Essentials of AI Article [PDF]

Great introduction to AI, a core element to the XCHANGE Approach. This article is a great one to get familiar with, as it serves as a “light” introduction to A.I. We share this with almost every prospect, before we talk deeply about using A.I. in their organization.

3. The Concentration Effect of Strengths Article [PDF]

Illuminates how AI and the XCHANGE approach are used for complex strategic planning efforts. Large scale case studies included.

If you’re short of time, here are the suggested sections of this article:

  • Read the opening three paragraphs
  • Read Success Factor #1 (Reverse the 80/20 Principle)
  • Read Success Factor #2 (Positive Topic Selection)
  • Read Success Factor #3 (Breaking New Ground)

4. Getting a PHD in You, Bonus Chapter by Jon Berghoff. [PDF]

In the following chapter by Jon Berghoff, from Julie Reisler’s book Get a PhD in You: Business Edition, Master Yourself to Crush it at Work and Life. Jon, shares the 3 Principles that allow groups to solve their biggest problems, capture their biggest opportunities , and ultimately shape their future—faster, more naturally, and effectively than most would ever imagine possible.

5. Chapter Six from Practicing Organization Development [PDF]

Read the chapter intro to understand the history of Appreciative Inquiry

6. Teams and Organizations, The 5-I Framework Quick Start Guide [Learning Lab]

If you lead a team or organization and are interested in using the XCHANGE approach to deliver strategic planning, visioning, transformation, organizational change and powerful outcomes at the system level, these resources will help you get started. We use the 5-I Framework to guide our system level work within XCHANGE. System level work is complex and recommended only for the most experienced consultants & facilitators, with significant experience applying the XCHANGE approach. You may also consider attending one of our 5-I Framework Deep Dives, for 2-days of immersive training on this type of work.

Tips for How to Show Up

#1. Cameras On. This is an interactive event, so please show up camera-ready!

#2. Let the Light Pour In. Set-up where you can have lots of natural light coming in and lighting your face. The light should not hit your back. Natural light is not only great for energy levels, but it’s also a great look! Be mindful that your computer screen is a source of unflattering light, so adjust your screen brightness if necessary.

#3. Raise your Camera. Do whatever it takes to position your camera at eye level. This means you might have to get creative! The best and only camera angel to strive for is head-on, so your camera is at the same level as your eyes.

#4. Find your best headphones. Your headphones will help to eliminate feedback from your computer speakers and they might even have a better mic than your computer. You can test your external mic vs. computer mic via a Zoom audio Test.

#5. What to Bring. Grab your favorite pen, notepaper, sticky notes, and any snacks or hydration to keep you comfortable.

#6. What NOT to Bring. Eliminate as many potential distractions as possible. Find a comfortable and quiet place, turn your phone on silent, close all browsers tabs on your computer, and set up your email auto-responder as you would if attending an in-person event.

#7. Engage Mindfully. Keep yourself muted at appropriate times and be mindful of how “Chat” is being used—either as a tool or as a distraction.

#8. Check your Tech. Update Zoom to the latest version. [Steps Here] Also, join us at 10:00 am ET for “Social Check-in & Connection Time” to ensure your tech is firing on all cylinders—to be early is to be on time! To test in advance or get any help with Zoom Setup, reply to this email!

#9. Enjoy Yourself! When you show up as your best self, your positive attitude and energy will ripple through the group.

As we enter a whole new world of learning, teaching, and training online, we are being asked as leaders (and participants) to be clear in our expectations for how we show up for ourselves and each other.  

We lovingly ask that you honor our agreements of participation: 

  • End to End Attendance: please be prepared to be present from beginning to end.
  • Be Stationary: please be prepared to participate from a stationary spot. Participation from a moving vehicle, while on a walk, etc. will not work for this type of experience.
  • Full Engagement: Please have both your video and audio on through your computer/laptop/cellphone.
  • Fully Present: Please eliminate notifications, distractions, or anything that will take your attention from the experience.

Failure to show up fully present and ready to engage does not work for this type of workshop. If an attendee does not show up honoring the participation agreement they will be asked to exit the workshop.  Thank you for your understanding.


Where Should We Send a Link to the Training?

Enter Your BEST Email So You Get It!
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Where Should We Send a Link to the Training?

Enter Your BEST Email So You Get It!


Where Should We Send a Link to the Training?

Enter Your BEST Email So You Get It!