Mayo Clinic Department of Development

Department of Development

SummitSeptember 26-27, 2007

Radisson Plaza Hotel, Rochester, Minn.

Exploring new terrain ... together!

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THE LAW OF MOUNT EVERESTAs the Challenge Escalates, the Need for Teamwork Elevates

In 1935, twenty-one-year-old Tenzing Norgay made his first trip to Mount Everest. He worked as aporter for a British team of mountaineers. A Sherpa born in the high altitudes of Nepal, Tenzing hadbeen drawn to the mountain from the time that Westerners began visiting the area with the idea of

climbing to the mountain’s peak. The first group had come in 1920. Fifteen years later, climbers were stilltrying to figure out how to conquer the mountain.

In 1953, Tenzing embarked on his seventh expedition to Everest with a British group led byColonel John Hunt. By then, he was respected not only as a porter who could carry heavy loads athigh altitudes, but also as a mountaineer and full-fledged expedition member, an honor unusual atthat time for a Sherpa.

Tenzing was also engaged to be the British group’s sirdar for the trip, the Sherpa leader whowould hire, organize and lead the porters for the journey. That was no small task. To hope to get justtwo people from base camp up to the summit, the team brought 10 high-altitude climbers, includinga New Zealander named Edmund Hillary. Altogether, the men would require two and one-half tonsof equipment and food. Those supplies couldn’t be trucked or air-lifted to the base of the mountain.They had to be delivered to Kathmandu and carried on the backs of men and women 180 miles upand down Himalayan ridges and over rivers crossed by narrow rope-and-plank bridges to the basecamp. Tenzing would have to hire between two and three hundred people just to get the supplies inthe vicinity of the mountain.

Supplies needed by the party above the base camps would have to be carried up the mountainby another 40 porters, each a Sherpa with extensive mountain experience. The best third of thatteam would continue working higher up the mountain, carrying up the 750 pounds of necessaryequipment in 30-pound loads. Only Tenzing and three other porters would have the strength andskill to go to the high camps near the summit.

For each level that the climbers reached, a higher degree of teamwork was required. One set ofmen would exhaust themselves just to get equipment up the mountain for the next group. Of theteamwork involved, Tenzing remarked:

You do not climb a mountain like Everest by trying to race ahead on your own, or by competing with your comrades.You do it slowly and carefully, by unselfish teamwork. Certainly I wanted to reach the top myself; itwas the thing I had dreamed of all my life. But if the lot fell to someone else, I would take it like a man, and nota cry-baby. For that is the mountain way.

Department of Development Summit Exploring new terrain … together!

The team of climbers, using the “mountain way,” ultimately made it possible for two pairsto make an attempt to reach the summit. The first consisted of Tom Bourdillon and CharlesEvans. When they tried and failed, the other team got its chance. That team consisted of Tenzingand Edmund Hillary. Tenzing wrote of the first team:

They were worn-out, sick with exhaustion, and, of course, terribly disappointed that they had notreached the summit themselves. But still … they did everything they could to advise and help us. And Ithought, yes, that is how it is on a mountain. That is how a mountain makes men great. For where wouldHillary and I have been without the others? Without the climbers who had made the route and the Sherpaswho had carried the loads? Without Bourdillon and Evans, Hunt and Da Namgyal, who had cleared the wayahead? Without Lowe and Gregory, Ang Hyima, Ang Tempra and Penba, who were there only to help us? Itwas only because of the work and sacrifice of all of them that we were now to have our chance at the top.

They made the most of their chance. On May 29, 1953, Tenzing Norgay and EdmundHillary accomplished what no other human being ever had: They stood on the summit of MountEverest, the world’s highest peak!

Could Tenzing and Hillary have made it alone? The answer is no. Could they have made itwithout a great team? Again, the answer is no. Why? Because as the challenge escalates, the needfor teamwork elevates. That’s the Law of Mount Everest.

Adapted from The 17 Indisputable Laws of Teamwork, by John C. Maxwell

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Thank you to everyone who voluntered to be onthe 2007 Summit Planning Committees. This wastruly a group effort by many dedicated people.

Lynn Bockenhauer Francesca Dickson Heidi DieterGina GoodJaci GosseTeri HauserAmy KellerSusan KennedySuzanne Leaf-Brock

Lynn LoosbrockNancy LottBarb MyhreKristie NainesBebe OliverSarah PanettaDianna ParksAlisa RossowJulie SchimelpfenigKara Schott Keri Smith-Norman Suzanne Winckler

Summit Planning Committee Members

Wednesday, September 26, 2007

Breakfast7:30-8:15 a.m. Summit Breakfast Buffet

Radisson We Have Mountains to Climb

Galleria Ballrooms I-IV Welcome

Presenters: Jaci GosseLynn LoosbrockSarah Panetta

8:15-9:00 a.m. Moving TogetherRadisson Teamwork 24/7 at MayoGalleria Ballrooms I-IV Panel discussion moderated by Jim Lyddy, Ph.D.

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Moving Together [mmoooovv-ing tuh-ggeetthh-er] — method

of climbing in which climbers climb at the same

time with running belays (ropes, anchors,

braking devices) between them.

Summit [ssuuhhmm-it] — the highest point of a peak

Breakout SessionsAll workshops will be repeated during 10:05 a.m. session9:10-9:55 a.m. and Simulclimbing10:05-10:50 a.m. Teaming up to do your job better Radisson Galleria Ballrooms I-IV

Adventures in Proposals ... Parental Guidance AdvisedYour dedicated proposal writers have come together to bring you 45 minutes of dynamic, interactive discussion.You will leave this session with creative approaches to communicate funding opportunities;ways to pick up cues that enhance the creative process; and an overall fun, fresh outlook on “proposals.” Think Oscar winning.Think star power.

Partnering with Communications and GraphicsWriters write. Designers design. But they do a whole lot more than that, too. Come find out how communications consultants and graphic artists can serve as your partners in strategic thinking,planning, problem-solving, creativity, brainstorming and success measurement.

S’more About the Cores ... Appropriate for all AudiencesWant to be a happy camper? Come and share stories around the campfire and learn how your involvement in the Cores can help us to improve communications and develop stronger teams. Listen to tales that will warm your benefactor’s heart and keep you on theedge of your lawn chair! BYOBS (Bring your own benefactor stories).

Thanking Our BenefactorsMahalo. Gracias. Merci. Shukran. Miigwech. How do we create the ultimate gift-giving experience for benefactors? We never stop saying thank you. Learn how you can strengthen Mayo’s relationship with benefactors by expressing appreciation.You will learn about the whole spectrum of tools and techniques available — acknowledgments,events, gifts, reports — the list goes on and on.You also will have the opportunity to interact with your colleagues and share best practices.

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Simulclimbing [ssiimm-uhl-klim-ing] — a technique

where climbers move simultaneously upward with

the leader placing protection, which others use

and the final person removes as they advance.

11:00-11:45 a.m. Alpine StartRadisson Health Policy 101Galleria Ballrooms I-IV

Presenter: George Bartley, M.D.,CEO, Mayo Clinic Jacksonville

Lunch12:00-1:15 p.m. Rest Step Lunch BuffetRadisson Battling the “No” PeopleGalleria Ballrooms I-IV

Presenter: Father Nick MezacappaRector, Calvary Episcopal Church

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Alpine Start [aall-pahyn stahrt] — the push-offtime (generally around 2:00 a.m. or earlier)

for a summit run in order to return to camp

by nightfall, as well as to avoid the dangers

of melting ice and snow as the day’s heat

progresses, which make the climb dangerous.

Rest Step [rreesstt step] — energy-saving technique

where the uphill leg is rested between each

step forward, sometimes by locking the knee

of rear leg.

Speak up!Brainstorming sessions to express your ideas

1:30-3:30 p.m. FlashRadisson How would you create the future of philanthropy Galleria Ballrooms I-IV at Mayo Clinic?

Do you feel like the demands of each day never leave time to share good ideas with your colleagues? Well, now’s your time to speak up! Bring us your great ideas! How can we work together to raise funds for Mayo’s mission in a rapidly changing world? What lessons have you learned in Mayo’s first-ever campaign that can help prepare usfor future campaigns? On Thursday, we will vote to select our best ideasfrom this session and form work groups to put these ideas into action.

• Talk the talk, walk the walk: Ideas for building a better, closer,tighter team

• Raising the bar: How would you structure a $40 billion campaign?

• The world is flat: How to align fund-raising strategies as demographics change in the United States and globally

• Cyber philanthropy: How can development communications adapt in a world of blogs and YouTubes?

• Mayo Clinic Department of Development: Are we the best in the nation? Why? Why not?

• Intended consequences: Ideas for fund-raising in the uncharted landscape of health care reform

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Flash [flash] — to successfully lead a climbyou’ve never previously attempted with no

falls, but with knowledge of its features

and difficulties.

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3:30-5:00 p.m. Mixed ClimbingTeam TimeTime to collaborate with colleagues in your area of expertise.

Dinner5:00 p.m. PinkpointSöntés Restaurant Time Out4 Third Avenue S.W. Time for dinner and conversation.

Mixed Climbing [miksd klim-ing] — ascending

a route involving a combination of snow, rock

and ice.

Pinkpoint [ppiinnggkk point] — to complete a climb

without falling or resting on the rope.

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Thursday, September 27, 2007

Breakfast7:15-8:00 a.m. Gorp Continental Breakfast Siebens 4-02 Come to prepare for “Why Mayo?”trekking.

Sherpas will leave promptly at 8:00 a.m.

Breakout Sessions

8:15-10:30 a.m. Getting Dialed”Why Mayo?” TreksFollow your Sherpa and see for yourself why benefactors want to contribute to The Campaign for Mayo Clinic. Physicians and scientists from all across Mayo will demonstrate why Mayo stands out in the world of academic medicine.You can carry their stories back to our benefactors.

Trek 1 There’s Only One: Mayo Clinic Cancer CenterGonda Lobby 302 Come to learn about some of our most exciting funding opportunities and Gonda 19 to support our enterprise-wide cancer center. Trek 1 will include a

tour of the Cancer Education Center. Then we will climb to Gonda 19 to tour one of the cancer center’s newest research spaces.

Presenters:Matthew Ames, Ph.D.Robert Smallridge, M.D.Rafael Fonseca, M.D.Jill Dowdy Phillip Plonka

Gorp [gaurp] — good ol’ raisins and peanuts

trail mix to keep high energy level on long

climbs.

Getting Dialed [get-ting ddaahhyy-uhld] — to have

total understanding of a route, a move, a rock

or a situation.

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Trek 2 Mayo Clinic Cancer Center SPORES: What’s the fuss?SPORES: Gonda 19-105 Very few institutions in the country have one SPORE grant, and only

a handful have more than three. Mayo Clinic has six SPORE grants.Come to learn why.

Presenter: Robert Diasio, M.D.Director, Mayo Clinic Cancer Center

AGTC: Stabile 11-69 Advanced Genomics Technology Center: Individualized Medicine in Action The Advanced Genomics Technology Center (AGTC) brings together seven different genomics-oriented shared resources and two laboratory-based training programs. Come see these state-of-the-art facilities.

Presenters:Jean-Pierre Kocher, Ph.D.Karla Kopp

Trek 3 Faster, Better, Safer: Case Studies in Translational Research and Lung: Stabile 8 Drug Development within Mayo’s Heart-Lung Research CenterHeart: Guggenheim 9 Within the new Heart-Lung Research Center, Andrew Limper, M.D.,

and Zvezdana Vuk-Pavlovic, Ph.D. are engaged in conquering lung fibrosis and interstitial lung disease. Their colleagues in heart research,John Burnett, M.D., and Ondrej Lisy, M.D., Ph.D., recently discovered a chemical in the venomous green mamba that shows promise as a treatment for congestive heart failure. Working with Ronald Marler,D.V.M., Ph.D., and Mayo Clinic Health Solutions, they’re bringing new treatments to patients. Come learn how these researchers are translating discoveries to patients and how the new Heart-Lung Research Center can help them in their efforts.

Presenters: Ronald Marler, D.V.M., Ph.D.Andrew Limper, M.D.Zvezdana Vuk-Pavlovic, Ph.D.

Trek 4 Center for Advanced Imaging: A Picture’s Worth a Thousand WordsOpus Building Be among the first to tour the Opus Building, Mayo Clinic Rochester’s

brand-new research facility. Check out the state-of-the-art imaging equipment and hear about the latest advances in imaging.

Presenter:Stephen Riederer, Ph.D.

The Amazing Zebrafish: Little Fish, Big ObjectivesTour the zebrafish lab, where Chao Xu, Ph.D. and his colleaguesstudy the developmental origins of health and disease, with the help of 8,000 zebrafish. These researchers are particularly interested in the mechanism of heart failure and congenital heart disease.

Presenter: Chao Xu, Ph.D., and colleagues

Trek 5 Translating Research into Healthier LifestylesSaint Marys Hospital Tour the Clinical Research Unit at Saint Marys Hospital and find out

how Mayo brings research out of the lab and into the real world.

Trek 6 Mayo Clinic: A Heritage of GivingBegins at Mayo Clinic, as we know it, would not have been possibleHall of Benefactors, without a gift from Dr. Will and Dr. Charlie and their wives, Siebens Subway Hattie and Edith, to establish the Mayo Foundation. This trek

begins in the Hall of Benefactors and will wind its way through several special recognition areas ending at Heritage Hall with the fascinating history of philanthropy and innovation at Mayo Clinic.We will then move by shuttle to the Foundation House for a hands-on exploration of the house, featuring special stories and folklore about the former residents, Dr. and Mrs. Will Mayo. Participants will receive a sheet of fun facts to help them tell stories to benefactors about the heritage of the house.

Presenters: Shelley Henry Jaci Gosse Matt Dacy

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Trek 7 Nurturing the Whole Person, With a Little Help Pediatric Center: From PhilanthropyMayo 16 The Mayo Clinic T. Denny Sanford Pediatric Center opened in July 2007 Writing Workshop: and is a shining example of Mayo’s commitment to treating the whole Gonda 16 person. With its creative and soothing Midwest rivers and prairie

themes, the facility feels like a natural wonderland. From the tree lights to the fish floors, children have much to explore in their own medical education area and pediatric specialty areas. Following a tour of the center, participants on this trek will enjoy a workshop by authorYuko Taniguchi from the Arts in the Bedside program. Ms. Taniguchi leads writing workshops in the Humanities in Medicine Creative Renewal Series The Arts in the Bedside program was recently expanded by a generous gift from Mr. and Mrs. Richard C. McBrien.

Presenters: Keri Smith-Norman Yuko Taniguchi

Trek 8 Wellness Break: Restoring Body, Mind and Spirit at Home and WorkDan Abraham Healthy Staff from the Dan Abraham Healthy Living Center will lead aLiving Center program emphasizing strategies to maintain wellness and fitness.Subway Room 200 Then, we will break into smaller groups to explore your choice

of Pleasurable and Purposeful Meals and Snacks, Beginning Cycling or Easy Yoga. Please dress appropriately for the fitness classes if you choose to participate. Time will be provided at the end to freshen up and change clothes for the rest of the day. The new facility was made possible by a gift from Mr. Dan Abraham to benefit the health and well-being of Mayo Clinic staff.

Trek 9 Pushing the Envelope: Innovation in Action at Mayo ClinicSPARC: This trek will visit two places that are pushing the envelope inMayo 17 patient care. The SPARC Innovation Program is like nothing elseSIM Center: at Mayo Clinic. Learn how SPARC (See, Plan, Act, Refine, Communicate)Stabile 1, Front Desk uses design principles to inspire novel thinking about health care

delivery that transforms the patient care experience.The Mayo Clinic Multidisciplinary Simulation Center helps to

prepare medical professionals for the challenges of medical practice.Explore the 10,000-square-foot facility that includes simulation labs with high-fidelity mannequins and sophisticated, computerized task trainers that allow physicians and allied heatlh staff to practice procedures.

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11:00-11:45 a.m. CarinRadisson Speak Up! Results and Action Plan to Guide Us AheadGalleria Ballrooms I-IV After hearing about the potential impact of current and future

trends that affect fund-raising success, and brainstorming tactics to respond to these trends, we’re ready to identify and prioritize next steps. Now’s your chance to VOTE. Come prepared to make some decisions!

Presenter: John Noseworthy, M.D.

Lunch11:45 a.m.-12:45 p.m. Required Turn-Around Time LunchRadisson Work-Life Balance and the Book of Past, Present and FutureGalleria Ballrooms I-IV

Presenter:Gregory Poland, M.D.Mary Lowell Leary Professor of MedicineDirector, Mayo Clinic Vaccine Research Group and the Program in Translational Immunovirology and Biodefense

1:00 p.m.-1:30 WiredRadisson Onward Together!Galleria Ballrooms I-IV

Closing Remarks:Jim Lyddy, Ph.D.John Noseworthy, M.D.

Carin[kkaarr-in] — a distinctive pile of stones,

wood, or both, placed to designate the route.

Required Turn Around Time[ri-kkwwaahhyuhrd turn uh-

round tahym] — the time of day at which climbers

must turn back in order to descend safely.

Wired[wahyuhrd] — to have a route totally

figured out.

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Speaker Profiles

George B. Bartley, M.D., a practicing oculoplastic and orbital surgeon,received a B.A. degree at Miami University, Oxford, Ohio, in 1978 and anM.D.degree at Ohio State University College of Medicine in 1981. After aninternship in Columbus, he completed residency training in ophthalmology at Mayo Clinic and subspecialty training in oculoplastic and orbital surgery at Wright State University in Dayton, Ohio. In 1986, Dr. Bartley joined theDepartment of Ophthalmology at Mayo Clinic Rochester. He was appointeddepartment chair in 1992 and served until 2001, when he was elected to Mayo Clinic Rochester Board of Governors. In 2002, he was appointed to his current position as chief executive officer of Mayo Clinic Jacksonville. Anavid writer, Dr. Bartley is author or co-author of more than 200 publications.In addition to his scientific writings on topics such as Graves’disease andreconstructive surgery, he also has written on topics ranging from baseball togardening, to the blindness of the poet John Milton, to the ideas of thephilosopher Francis Bacon. Dr. Bartley is the Louis and Evelyn KruegerProfessor of Ophthalmology at Mayo Clinic College of Medicine, a directoremeritus of the American Board of Ophthalmology, past president of the Cogan Ophthalmic History Society, and a member of the FloridaCouncil of 100.

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Father Nick Mezacappa, M. Div., has been ordained to the Episcopalpriesthood for the past 25 years. He has served as the rector of CalvaryEpiscopal Church, across the street from the Mayo Building, for the past 20years. Before coming to Minnesota, he served churches in Iowa, Michigan andNew York. A graduate of Heidelberg College in Tiffin, Ohio, he was trained as ateacher and athletics coach and worked in the field for seven years. It was afterhis teaching career that he attended Colgate/Rochester/Bexley Hall/CrozerDivinity School in Rochester, N.Y., where he received a Master’s in Divinitydegree. Subsequently, he was ordained to the priesthood.

Gregory A. Poland, M.D., is the Mary Lowell Leary Professor of Medicine,director of the Mayo Vaccine Research Group and the Program in TranslationalImmunovirology and Biodefense. He is the associate chair for research in theDepartment of Internal Medicine. Dr. Poland has a long-standing interest inwork-life balance and personal factors that allow individuals to flourish in theworkplace. Through Real Courage, LLC, an organization he founded, he haswritten two books: “Do it Right, Do it Now: Fifty Tips to Success in TraditionalOrganizations,” and “The Three Questions.” Dr. Poland also developed a programon physician well-being in the Department of Medicine.

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