Mission and Programs Summary: Updated December 2016
The Mission of the Worklife Institute is to promote and facilitate the highest quality of work life, providing program resources that address with best practices and integrity the challenges of today’s business environment.
The Institute’s services include corporate and individual consultation in organizational and team development, candidate assessment and on-boarding, conflict resolution and professional ethics; employee assistance programs, career transition and outplacement; mediation and entrepreneurship training and services for transitioning military personnel and their families.
The Institute provides its services out of a large public Resource Center located centrally in the Galleria Area of Houston, Texas, with training and consulting facilities, reference collections, client workstations and meeting and hospitality areas. The Center is handicap-accessible and open from 9:00 a.m. to 6:00 p.m., Monday through Friday and Saturdays by request. All services may also be provided at client organizations’ headquarters, and Institute teams are available to travel regionally and nationally to participate in conferences, consultations and other service events.
Program Highlights for 2016:
Employee Assistance and Corporate Advisement:
Worklife Institute continued to provide Employee Assistance services for area employees and their families as an external contract provider for national EAPs, including EAP Consultants, Inc., Empathia, Ceridian, Hidalgo and Response Works, serving a large number of corporations and government agencies. We also continue as the Team Lead for critical incident response for government and corporate clients and for a consortium of airlines served by the airports in the region.
Worklife Institute provided executive consultation to management of private corporations dealing with regulatory and personnel matters and corporate changes. We have also teamed up with company military employee support and advocacy groups to provide them services while they have performed community outreach. For instance, the Wells Fargo Veterans’ Team Member Network presented six of our transitioning military families with Holiday gift cards and other gifts.
Career Transition and Outplacement:
Corporate layoffs continued through 2016, particularly in the upstream Oil & Gas sector. Worklife Institute provided client companies advisement then on-site support services for the managers and employees during each termination date and offered continuing consultation for the former employees at our Resource Center. Employee Assistance clients also requested career transition counseling in anticipation of changes occurring in their places of work. Career Transition has been provided by Worklife Institute since 1988 at an executive outplacement level, continually updating our knowledge of employer requirements and the leading career assessment tools.
Worklife Institute Training Courses:
Mediation courses and Entrepreneurship training were delivered at the Resource Center throughout 2016. Seven 40-Hour Basic and 30-Hour Advanced Family Mediation courses were provided for a variety of participants, including businesspersons, attorneys, mental health professionals, realtors, entrepreneurs and military service members preparing to enter civilian careers. We teamed with the Small Business Administration and PeopleFund to provide 12-hour overview courses for those beginning to build their businesses and an advanced Academy delivered by the Texas Veterans Commission’s Entrepreneurship Program. The entrepreneurship program will add Business Roundtables in 2017.
A rotating series of career transition workshops were held every Wednesday afternoon on subjects pertaining to the employment process – networking and researching careers, civilian and federal resumes, navigating job fairs, interview and negotiation skills – to financial fitness, credit repair, home loans, and recruiting information sessions for skilled trades, law enforcement and other professions.
Worklife Institute teamed up with the Small Business Administration’s regional Veterans Business Outreach Center (VBOC) to deliver their 6-week (12-hour) business start-up overview course that also qualifies graduates to apply for a low interest small business grant from PeopleFund/ PeopleVet. The courses were held Spring and Fall. PepopleVet also held a 6-session financial preparation course during July and August. Worklife Institute hosted the TVC Entrepreneur Academy May-October, an advanced incubator training of 120 hours. Our veterans’ entrepreneurship program has completed three years.
Texas Veterans Career Transition and Sustainability Program:
The program served 402 veterans and 70 family members in 2016. 85% of the veterans came specifically for career assistance, with 15% others only needing the counseling and legal/financial support services. 77% of those in the job market achieved new employment, with 74% of the positions in the professions or skilled trades. 105 veterans enrolled in training facilitated by the Institute, including academic degrees, professional certifications and skilled trades / apprenticeships. We made this a major push, because so many of our clients had been laid off without the credentials required by employers. Veterans were 25% female / 75% male, with a bi-modal distribution of ages, around late 20s-early 30s and mid-to-late 40s. 64% served post-9/11, and this year included longer-term separating military. The Texas Alliance of Military Women Leadership Circle met quarterly and surveyed our women clients to gauge their needs and held a celebration evening which will become an annual event.
Worklife Institute Public Presence:
Outreach was strong in 2016. We updated and enhanced our website, switching to GoDaddy and using professional web construction and support services. The staff is also actively daily on Facebook, Twitter, LinkedIn and connects continually with our funders. Worklife Institute was active in professional associations, such as the Employee Assistance Professional Association, HR Houston, Houston Association of Marriage and Family Therapists, Texas Association of Mediators, Texas Mediation Trainers Roundtable, Texas Veterans Summit, National Guard Association of Texas. We were on the planning teams of and participated in numerous hiring and benefits outreach events and were part of provider organization collaboration networks. Community outreach included our sixth year’s participation during October as a sponsor of the Walk for Mental Health Awareness.
Worklife Institute has had considerable national presence in 2016. In January, Dr. Dale was part of the annual pastoral care leadership conferences in Washington, D.C., including the COMISS Network, the National Conference on Ministry for the Armed Forces and Endorsers’ Conference of VA Chaplains. In May, she was called back to Washington for a subcommittee meeting of the Elizabeth Dole Foundation’s Employment and Workplace Impact Council, preparing a model corporate policy for supporting employees who are caregivers for disabled veterans. In September, we had an information booth at the annual American Warrior Partnership Conference in Atlanta, and Dr. Dale led a session on spiritual resources for returning veterans. October 13-14 the staff traveled to San Francisco for a member conference of Swords to Plowshares’ California and Texas Employment and Training Collaborative.
Grant Funding in 2016:
Worklife Institute’s Texas Veterans Worklife Transition Program was supported by four grants in 2016:
. Texas Veterans Commission Fund for Veterans Assistance XV-B (January-July, half of $150,000) and XVI-B, (July-December, half
. Bob Woodruff Foundation, for grant year January – December, $100,000.
. Swords to Plowshares’ Employment and Training Collaborative, year beginning July, half of $80,000.
. May and Stanley Smith Charitable Trust, year beginning October, $80,000.
. A gift of $1,000 from Gulf Coast Switching of Dayton, Texas to support our veterans program.
Worklife Institute Staff:
Core Team Members
. Dr. Diana Dale, CEO and President; Program Director.
. Elizabeth Burleigh, J.D., CFO and Attorney.
. Nicole Jordan, LPCi
. Ashlee Cleburn, Counselor Intern
Outreach Team Volunteers and Workshop Instructors:
. Elizabeth Hughes, Underwriting Specialist, events volunteer
. Chief Ximena Davila Cavazos, Federal Resumes and Agencies Employment
. LuAnn Trevino, J.D., Board Certified Consumer Attorney, Credit Repair and Advisement
. Christopher Collins, Wells Fargo Veterans Team Member Network, Financial Fitness
. Lori Coffman and Tomica Parks, VA Disability Benefits advisors
. Vickie Toliver, VA Health Administration advisor
. Charlie Houssiere, VA Home Loans presenter
Nonprofit Corporate Compliance and Board Activities:
Worklife Institute staff updated its profile on The Greater Houston Area Foundations Donor-Houston philanthropic guide, on the national Guide Star database and as a Better Business Bureau Accredited Charity. We also reviewed and updated our corporate policies as needed. In Board business, Jim Revis, J.D., assumed the office of Secretary, succeeding Dr. Elizabeth Smith, who remains on the Board. The Board continues to meet on a quarterly basis.
CEO and President’s 2016 Annual Report, respectfully submitted:
Diana C. Dale, D.Min., Ph.D.
Worklife Ministry, Inc., d/b/a Worklife Institute
CEO’s Report – Highlights of 2016
Diana C. Dale, Ph.D.
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ELIZABETH F. BURLEIGH, J.D. (13 - 17) Attorney at Law
1900 St James Place, Suite 880 Mediation Instructor
Houston, TX 77056-4125
(713) 266-2456 (w)
(713) 471-2013 (cell)
DIANA C. DALE, D.Min., Ph.D. (13 - 17) Institute President & CEO
1900 St. James Place, Suite 880 Corporate Chaplain
Houston, TX 77056-4125 LMFT, Mediator, Program Director
(713) 266-2456 (w)
(713) 266-0845 (fax)
(713) 281-685-3576 (cell)
DONYA GARDNER, J.D. (15 - 19) Attorney at Law
1415 Voss Road, #110-215 Professional Mediator
Houston, TX 77057
JOHN KENYON (14 - 18) Engineer
2239 Arlington Street Technical Consultant, Trainer
Houston, TX 77008
NED MUELLER (17 - 21) Operational Risk and Senior Management
2217 LeBeau Lane Consultant
Seabrook, TX 77586 U.S. Marine Corps Veteran
JEFFREY R. NEWPORT, J.D. (13 - 17) Law Office of Jeffrey Newport
8431 Katy Freeway, Ste. 100 Attorney at Law, Mediator
Houston, TX 77024
(713) 468-8850 (w)
(713) 468-0506 (fax)
ELIZABETH SMITH, Ph.D. (17 -21) Vice President, Summit Resources, Inc.
6800 West Loop South, Suite 288 (Oil & Gas)
Bellaire, TX 77401
AL SPINKS (17-21) Life / Performance Coach
11822 Guasdelupe River Drive Entrepreneur
Houston, TX 77067 U.S. Navy Veteran
KEITH THAYER, PE (14 - 18) Treasurer of the Board
6703 Burning Tree Professional Engineer, Mediator
Houston, TX 77036
(713) 301-0144 (cell)
Diana C. Dale, Ph.D., D.Min., LMFT
President and CEO
Elizabeth F. Burleigh, J.D.
CFO and Attorney
Nicole Jordan, M.Ed.
The Worklife Institute Staff
WORKLIFE MINISTRY, INC., d/b/a Worklife Institute
MEMBERS OF THE BOARD OF DIRECTORS
Worklife Ministry, Inc., d/b/a Worklife Institute is a 501(c)(3) nonprofit, tax-exempt, organization governed by its Board of Directors.
Worklife Institute does not discriminate on the basis of race, color, religion, sex, handicap or sexual orientation in any of its policies, practices or procedures.
Our IRS form 990, audit, and other charitable organization certifying information is available on the following websites.
1900 St. James Place, Suite 880
Houston, Texas USA 77056
CONTACT US 713-266-2456 / 713-963-9456
Transforming Houston's Work Life Since 1988