Worklife Ministry, Inc., d/b/a Worklife Institute
CEO and President’s Report – Highlights of 2019
Diana C. Dale, D.Min, Ph.D.
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ELIZABETH F. BURLEIGH, J.D. (19 - 23) 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. LMFT (19 - 23) 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)
MARK A. DATHE (18 – 22) Consultant, Principal
1727 Plantation Drive Interactive Services International
Richmond, TX 77406
RICK GABEHART, B.B.A. (19-23) Corporate Consultant
7825 Corporate Drive, #1208
Houston, TX 77036
SOFIA IVANKA, B.A. (19 – 23) Founder – Building Smart Kids
2415 2415 Inwood Drive Philanthropist
Houston, TX 77019
JEFFREY R. NEWPORT, J.D. (19-23) Board Chair
8431 Katy Freeway, Ste. 100 Law Office of Jeffrey Newport
Houston, TX 77024 Attorney, Mediator
(713) 468-8850 (w)
(713) 468-0506 (fax)
ELIZABETH SMITH, Ph.D. (19 -23) Vice President, Summit Resources, Inc.
6800 West Loop South, Suite 288 (Oil & Gas)
Bellaire, TX 77401
Diana C. Dale, Ph.D., D.Min., LMFT
President and CEO
Elizabeth F. Burleigh, J.D.
CFO and Attorney
The Worklife Institute Executive Team
WORKLIFE MINISTRY, INC., d/b/a Worklife Institute
MEMBERS OF THE BOARD OF DIRECTORS
2019 - 2020
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 / 713-963-945
Transforming Houston's Work Life Since 1988
Mission and Programs Summary:
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 onboarding, conflict resolution and professional ethics; employee assistance programs; career transition and outplacement; mediation training and services; entrepreneurship training and a worklife transition program for military personnel and their families.
The Institute delivers its services out of a large public Resource Center centrally located in the Galleria district of Houston, Texas. The Center has training and consulting facilities, reference collections, client workstations and meeting and hospitality areas and is family-friendly. 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’ locations; Worklife Institute teams travel regionally and nationally to participate in conferences, best-practices consultations and other service events.
Program Highlights for 2019:
Employee Assistance Programs (EAP) and other Corporate Services:
Worklife Institute continues to serve as a regional provider of corporate EAP services for area company employees and family members. Scope of services for EAP includes personal and family counseling, management consultation, on-site training, critical incident intervention and outplacement. We provide for nine national EAPs, with most referrals currently coming from ESPYR and Hidalgo EAPs; Dr. Dale heads up the First Responder Team for ResponseWorks EAP that serves airlines. Organizations covered are diverse: government agencies, hospitals, banks, law firms, energy companies and retail. Worklife Institute also provided manager coaching, technical employee recruiting advisement, team building
Following Hurricane Harvey, the end of August 2017, we saw many employees through their company EAPs who had been traumatized and displaced from their homes, lost their vehicles, had their places of work flooded or were otherwise unable to get to work. Some of our clients who lost their jobs due to business disruptions caused by Harvey are still transitioning to new careers or to restart their businesses. Dr. Dale continues to serve on the Harris County Long-term Recovery Committee and provided assistance during 2019 to the City of Houston Neighborhood Restoration program.
Career Transition and Outplacement:
Corporate layoffs continued, although at a pace slower than during 2018. Worklife Institute provided transition assistance through our EAP work and for our existing veteran-clients. The 2020 Census held two recruiting programs for our veterans’ program during January and since then processed many of them through to temporary employment beginning mid-summer, with call-backs to start early 2020.
Worklife Institute Training Courses:
Mediation Training is offered by TMCA-Credentialed Worklife Institute instructors throughout the year on a rotating basis, including the 40-hour Basic Training and 30-hour Advanced Family Mediation course and, upon demand, the 24-hour Workplace Dispute Resolution class. The courses are accredited by the State Bar of Texas for Continuing Education and qualify our students for Credentialing by the Texas Mediator Credentialing Association. Participants come from a variety of backgrounds: small business owners, corporate employees, attorneys, mental health professionals, realtors, military service members preparing for civilian careers.
The Institute also provides a weekly rotating series of career transition-related workshops, presented by staff members and a team of external subject matter experts. Topics include researching careers, networking, civilian and federal resumes, navigating job fairs, interviewing and negotiation skills, financial fitness, credit repair, VA home loans, legal assistance, VA Health and Benefits programs, specific business start-up opportunities and information about training certification programs.
Entrepreneurship Training and Networking:
Worklife Institute partners with the Small Business Administration’s regional office and its Veteran Business Outreach Center (VBOC), the Texas Veterans Commission Entrepreneurship Program, PeopleFund and LiftFund, Wells Fargo and our own adjunct team of experts to provide trainings that qualify participants for on-going business start-up advisement and assistance in obtaining business financing. Twice this year, each Thursday evening in March and October, the regional SBA staff presented a four-part overview seminar on business start-up. PeopleFund held a day-long seminar in the Spring and mid-Summer on the financial aspects of business plans and obtaining small business loans. Worklife Institute participated in Bunker Lab’s national celebration program at the Cannon.
Texas Veterans and Family Career Transition and Sustainability Program:
Since March of 2008, the program has continued to expand in numbers served and in program components. During 2019, we served 507 veterans and family members, up from 450 in 2018. 77% of them came specifically to determine direction for the next stage of their life and to obtain upwardly sustainable employment with any needed training and certifications. At year’s end, 65% had met their employment goals, with 81% of the new jobs in professional, including entrepreneurial, or skilled trades occupations.
Contributing to the high success rate of our clients is the caliber of the career transition program, offered equivalent to our executive outplacement services, and to our Integrated Quality-of-Worklife approach, in which supportive services including counseling and legal/financial advisement reinforce gains made in the career track. The VA, Lone Star Legal Aid and Baker-Ripley come to our Center to register clients needing their services and provide advisement. Affinity communities, including the Texas Alliance of Military Women, the CEO Roundtable, and the new Military Caregivers Empowerment and Professional Development Program, provide extra networking support and continuity. Graduates from the program are encouraged to keep in contact with Worklife Institute, continue to use the Resource Center and are invited to take workshops and volunteer at the Institute.
During 2019, collaborative relationships between Worklife Institute and military veteran employee networks within companies continued to develop. The chair of BP’s veteran network offers their Military Placement Program internship to our clients. Wells Fargo’s Veterans Team Member Network continues to provide financial fitness and business banking seminars in our career transition workshop series. We collaborate with MD Anderson Cancer Center’s Military Veterans Connection Employee Network in the Medical Center Veterans Hiring Initiative. Shell Oil’s Military recruiter presents his “From Rucksack to Briefcase” workshop in our veterans’ program.
Worklife Institute’s Public Presence in 2019:
Worklife Institute continues to be active in professional organizations, including the Employee Assistance Professionals Association, the Greater Houston Business Ethics Roundtable, SHRM and HR Houston, The Houston Association of Marriage and Family Therapists, Texas Association of Mediators, the Texas Mediation Trainers Roundtable and Association for Conflict Resolution and the Texas Veterans Commission’s Mental Health Summit. In 2019, we sat on planning committees and had information booths for veteran hiring and benefits outreach events, and we participated in collaborative networks for veterans’ service programs, mentoring newer agencies. We also were a sponsor with information booth for the Walk for Mental Health Awareness Walk for the eighth year.
Worklife Institute continued to have considerable national involvement during 2019. In January, Dr. Dale attended the annual pastoral care leadership conferences in Washington, D.C., including the COMISS Network, The National Conference on Ministry to the Armed Forces and the Endorsers Conference of VA Chaplains. In September we again had a booth at America’s Warrior Partnership’s annual conference in Atlanta. We remained active partners in the Elizabeth Dole Foundation’s Hidden Heroes Coalition to assist Military Caregivers and their families.
Nonprofit Corporate Compliance and Recognition; Board Activities:
Worklife Institute was awarded annual renewal of its Better Business Bureau Accredited Charity status following an in-depth compliance review. We also updated our profile pages on the Greater Houston Community Foundation’s Donor-Houston philanthropic database. We reviewed our current corporate policies and updated them. Our Board of Directors meets quarterly, with primary duties to serve as public ambassadors for Worklife Institute and to assure fiduciary soundness and nonprofit compliance.
CEO and President’s 2019 Annual Report, respectfully submitted by:
Diana C. Dale, D.Min., Ph.D.