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 2018:
Employee Assistance Programs (EAP) and 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 ESPYR (formerly EAP Consultants, Inc.), and Hidalgo EAP; Dr. Dale heads up the First Responder Team for ResponseWorks EAP that serves airlines. Organizations covered are diverse: government agencies, banks, law firms, oil & gas companies and retail.
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. Since then we continue to serve employees who re-experience trauma during each subsequent heavy rainstorm and flooding. A number of our clients lost their jobs due to Harvey business disruptions and are still transitioning to new careers. Others lost housing and are still struggling with rebuilding or finding permanent housing that they can afford. Dr. Dale serves on the Harris County Long-term Recovery Committee and provided assistance during 2018 to the City of Houston Neighborhood Restoration program.
Career Transition and Outplacement:
Corporate layoffs continued through 2018, and Worklife Institute provided transition assistance through our EAP work and for our existing veteran-clients. Hurricane Harvey resulted in many employees being laid off as a result of damage to their places of work or supply chain and customer base disruptions, and many of our veteran clients were terminated when they were unable to report for work. We received a Hurricane Harvey Recovery grant specifically to assist Harris County employees find new employment and receive support services. Civilian clients beyond those in our Veterans Transition Program were referred to us through the United Way 211 Disaster Recovery program. After the grant ended in March 2018, we continued to serve all who were referred by incorporating them into our military families’ program.
Worklife Institute Training Courses:
Mediation Training is provided 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 series of trainings that qualify participants for on-going advisement and assistance in obtaining business financing. Twice this year, each Thursday evening in April and October, the regional SBA staff presented a four-part overview seminar on business start-up. PeopleFund held a day-long seminar in mid-summer on the financial aspects of business plans and obtaining small business loans. Our Veterans CEO Roundtable continued to meet monthly; those who have graduated from preparatory courses over the past five years and have started their own business are invited to participate. The Roundtable met the third Tuesday of month at 6:00 p.m. and then switched to a mid-afternoon schedule.
Texas Veterans Career Transition and Sustainability Program:
Since March of 2008, the program has continued to expand in numbers served and in program components. This year 450 clients were an increase from the 465 seen last year. 75% of the clients came specifically to determine direction for the next stage of their life and to obtain upwardly sustainable employment and needed training and certifications. At year’s end, 70% had met their employment goals, 80% of the new jobs in professional or skilled trades occupations.
Contributing to the high success rate of our clients is the caliber of the career transition program, offered at the level equivalent to our executive outplacement services, and our Integrated quality-of-worklife approach in which supportive services including counseling and legal/financial advisement reinforce gains made in the career track. Affinity groups, including the Texas Alliance of Military Women and the CEO Roundtable, provide extra networking support and continuity. Graduates from the program are encouraged to keep in contact with Worklife Institute, and many continue to take workshops and volunteer at the Institute.
Worklife Institute Public Presence in 2018:
Since March of 2008, the program has continued to expand in numbers served and in program components. This year 450 clients and family members participated. 75% of the clients 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, 70% had met their employment goals, with 80% 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 at the level equivalent to our executive outplacement services and 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 2018, collaborative relationships between Worklife Institute and military veteran employee networks within companies continued to develop. The chair of BPs veteran network held a workshop at our Resource Center for women veterans on resumes and interviewing that resulted in our clients winning a place in BP’s Military Placement Program internship. 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. We and Deloitte’s veterans’ affinity group have met to plan collaborative programs. Shell Oil’s Military recruiter presents his “From Rucksack to Briefcase” workshop in our veterans’ program.
Worklife Institute’s Public Presence in 2018:
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 Commissions Mental Health Summit. In 2018, we sat on planning committees and had information booths for a number of hiring and benefits outreach events and 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 seventh year.
Worklife Institute continued to have considerable national involvement during 2018. 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 Conference in Atlanta. In November we were in Washington, D.C. for the Elizabeth Dole Foundation Hidden Heroes Campaign’s third annual conference and are participating in the Impact Forum for military caregiver support research and program development.
Grant Funding in 2018:
. Texas Veterans Commission Fund for Veterans Assistance, from July 2018 through June 2019.
. Bob Woodruff Foundation: May through December 2018.
. May & Stanley Charitable Trust: Grant year from January through December 2018.
. Hurricane Harvey Relief Fund grant, November 15, 2017 – March 15, 2018.
. Elizabeth Dole Foundation Hidden Heroes grant, July 2018 – June 2019.
. Easter Seals’ Texas Veterans + Family Alliance Mental Health grant – July 2018- June 2019.
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. Jim Revis, board Secretary moved out of the area to Texarkana so left the board. Two members were brought on during 2017: Ned Mueller and Al Spinks. Both are members of Silver Fox Advisors as is Dr. Diana Dale, and the three served as mentors for the CEO Roundtable.
CEO and President’s 2017 Annual Report, respectfully submitted, February 6, 2018
Diana C. Dale, D.Min., Ph.D.
Worklife Ministry, Inc., d/b/a Worklife Institute
CEO and President’s Report – Highlights of 2018
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. (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 L. GABEHART, BBA (19-23) Corporate Consultant
7825 Corporate Drive, #1208
Houston, TX 77036
DONYA GARDNER, J.D. (15 - 19) Attorney at Law
1415 Voss Road, #110-215 Professional Mediator
Houston, TX 77057
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
DAVID G. WALL, J.D. (19-23) Partner, Vinson Elkins
1001 Fannin Street, Suite 2500 Attorney at Law
Houston, TX 77002
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