2010 annual meeting presentation

OOSHERLIFELONGLEARNINGINSTITUTE

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OLLI-YC 2010 ANNUAL MEETING

WELCOMEHal Freedman

Chair Governing Council


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MEETING AGENDAWelcome Hal Freedman, Chair OLLI YC Governing Council Key Note Address – Dr. Jim Horton, President Yavapai College

State of OLLI – Hal Freedman – Remarks and Introductions Financials – Phil Winkelstern, Chair Finance Committee Membership – Ann Lourie, Membership Committee Staff Report – Trisha Berlowe, OLLi YC Administrator SIG’s – Matt Lukaszewski, Chair Interest Groups

Technology – Alex Finnarn, VISTA Intern

Celebrating 17 Years of Learning - Lucy Hanson, OLLI Historian

OLLI Around the Nation – Emil Borgers, Governing Council

Recognition – Hal Freedman– Remarks and Introductions Facilitators – Sue Nauman, Curriculum Committee Volunteers – Marci Jones, Volunteer Coordinator Social – Marge Rubin, Social Chair

Presentation of New Council – Marge Rubin, Co-Chair Nominating Committee

Closing Remarks – Dennis Garvey - Dean, Division of Lifelong Learning at Yavapai College


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MAY YOU LIVE IN INTERESTING TIMES

We had a very interesting yearLeadership changeSignificant Growth

10% Membership growth 15% Learning Group growth 15% Participant growth

Financial Issues New fee structure

Space - Space - Space, and Parking


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100

200

300

400

500

600

700

800

900

OUR GROWTH HAS BEEN SPECTACULAR

Spring 05 Spring 06 Spring 07 Spring 08 Spring 09 Spring 10

Membership

Participants

Class Seats

Number of Learning Groups


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THANK-YOU TO THE PEOPLE WHO MADE THIS YEAR POSSIBLE

Your Governing CouncilHal Freedman Chair Leslie Parsons Vice-Chair

Emil Borgers, Vaughn Delp Lydia Garret Y “Turk” Kangel Ann Lourie Matt Lukaszewski John Paustain Herman Schloss Phil Winkelstern


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The OLLI StaffPatricaDeniPaige

Committee ChairsCurriculum - Larry GarrettNominating - Leslie Parsons, Marge RubinMembership - Lydia Garrett, Ann Lourie, Vaughn DelpFinance - Phil WinkelsternInterest Groups - Matt LukaszewskiVolunteer Coordinator - Marci JonesPublicity - Herman SchlossNewsletter - Ron WoernerHistorian - Lucy HansonTechnology - Hal Freedman, Alex FinnarnPartnering - Turk KangelPolicies and Procedures - Leslie ParsonsVolunteer Recorders - Joann Borger, Jerry Jones, Betty

RoyalSocial - Marge Rubin, Phyllis Rogers


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AND OF COURSE YOU, OUR FACILLITATORS AND

MEMBERS


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MEETING AGENDA Welcome Hal Freedman, Chair OLLI YC Governing Council

Key Note Address – Dr. Jim Horton, President Yavapai College









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KEYNOTE ADDRESSDr. James Horton

President , Yavapai College


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FINANCIALSPhil Winklelstern

Chair, Finance Committee


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BUDGET ASSUMPTIONS

Membership Grows to 650

Administrative Salaries increased - additional part time person

Printing Estimate Increased 18%

Curriculum and Social Committees Remain the Same

Osher Endowment Provides $90,114 - Prescott/Sedona split 50/50


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PRESCOTT OLLI 2010/2011 BUDGET

EXPENSES Budget 09/10 Budget 10/11 Difference

Administrative

Salaries $83,300 $96,853

$13,553

Printing $10,140 $12,000

$1,860

General $8,311 $5,336

($2,975)

$101,751 $114,189

$12,438

Committees $7,700 $10,150

$2450

TOTAL EXPENSES $109,451 $124339 $14,888

MEMBERSHIP PLAN 630 650

20


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NET INCOME

Budget 09/10 Budget 10/11 Difference

REVENUES $89,925 $127,318 $37,393

EXPENSES $109,451 $124,339 $14,888

SURPLUS/DEFICIT (-$19,526) $2,979 $22,505


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MEMBERSHIPAnn Lourie

Membership Committee


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MEMBERSHIP HAS GROWN Total number of members July 2009 to June 2010: 885 (including those

that have come and gone....)

Memberships Levels per Session:

Summer 2009 582, new

members 34

Fall 1 2009 631, new

members 61

Fall 2 2009 635, new

members 35

Spring 1 2010 672, new members 48

Spring 2 2010 631, new members 31

New Member Total: 209


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GROWTH IMPACTS

PRO CON

Increased Fees Increase in Staff and Payroll

Supporting Social Mission Larger Classes

Local Community Visibility Loss of Personal Character

Possible Additional GrantsMore Classrooms, Parking and

Facilitators Required


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STAFF REPORTPatrica Berlowe

OLLI Administrator


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YC-OLLI Mission• The Osher Lifelong Learning Institute (OLLI) is a peer-directed organization within Yavapai College that meets members’ lifelong learning and social interaction needs.

• The Institute recognizes the unique life experiences of its Central Yavapai County Area participants by self-selecting involvement and collaborative leadership.

• We share our talents, experience and skills in a relaxed atmosphere filled with humor, wisdom, diversity and insight that enable us to:

Explore new interests Discover and develop latent abilities Engage in intellectual and cultural

pursuits Socialize with others of similar interests


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YC-OLLI VISION OLLI will continue to recognize the individuality of its members by emphasizing and expanding peer learning and social interaction. OLLI will: Function as an “knowledge exchange” in which we utilize, appreciate, and recognize the time and talent of our members as planners, facilitators, organizational officers and committee members

Provide a wide variety of learning groups, workshops and forums, as well as social and cultural events

Serve as an important resource and forum for the discussion of current issues and concerns of its members and the community

Incorporate current and future technologies into our offerings to enhance the convenience and enjoyment of class participants

Expand our OLLI interaction both nationally and internationally


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OUR STAFF VALUES

We value clear communication:• We answer the phone by the third ring, so members only get voicemail when both lines are busy

• We speak slowly and clearly enough to be understood

• We take the time to listen to people’s needs so we can be helpful


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OUR STAFF VALUESWe value our relationships with members:

• If a problem or issue arises, we apologize and find a win/win solution to the best of our ability

• We do our best to anticipate our member’s needs and prepare for them

We value attention to detail and follow-through:• The accuracy of the information we provide reflects our commitment to our members, and we are continually improving our processes


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THE GOAL OF THE STAFF IS TO SUPPORT THE MISSION AND VISION OF OLLI

• We do that by:• Supporting all the OLLI committees and their goals

Governing Council, Curriculum, Social, Technology, Nominating, Finance, Membership, Volunteer, and Special Interest Group

• Enrolling new members (209 this year)• Renewing memberships (876 this year)


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THE GOAL OF THE STAFF IS TO SUPPORT THE MISSION AND VISION OF OLLI

•We do that by:• Enrolling members in learning groups (4,163 class

seats)• Enrolling members in field trips (294 trip seats this

year)• Making all the arrangements for field trips (9 trips

this year)• Tracking all the learning group proposals (190 groups)• Producing 5 schedules a year• Producing all the newsletters, flyers and notices

during the year to keep members informed• Supporting Facilitators with information, technology,

copies etc


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MEMBERSHIP GROWTH VS STAFFING

For the last 3 years we have had 2 full time staff members:

Membership grew from an average of 550 in 2008 to an average of 650

At the same time, we grew from offering an average of 33 classes per session to an average of 38 this year,

and from 3,650 class seats in 2008 up to 4,163

To Assist Managing the Work Associated With Growth, We Are Pleased to Welcome Paige Ruggles As Our New Part Time Assistant


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CHALLENGES WE ARE TRYING TO MEET

• Parking on the Prescott Campus continues to be an issueScheduling more classes on Fridays, and at our partnership locations, including the Yavapai College Prescott Valley Campus, CASA Senior Center in PV, Good Samaritan in both Prescott and PV, and the Smoki Museum

• Challenges with using technology in the classroomYour wonderful OLLI Tech squad has 12 trained volunteers who are helping facilitators before the start of each session, and during learning groups. If we have problems with equipment during a class, both the OLLI staff and Yavapai College staff will respond immediately with assistance


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OLLIS IN VERDE AND SEDONA

Our sister OLLIs have gone through a transition in staff. Their new administrator is Natalia McKendry.

Both groups have fairly steady membership, 200 in Sedona and 100 in Verde, and they are focusing on growth


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THE OSHER FOUNDATION

The Osher Foundation has rewarded your excellent work here at OLLI with $350,000 in grants, and $2,000,000 in an endowment, over the last 6 years. We are now able to subsidize our budget with the interest from the endowment. We were one of the first 10 OLLIs to receive an endowment.

The Osher Foundation also sponsors a National OLLI Resource Center, which provides a method for all 122 OLLI’s across the country to communicate with each other, gather at an annual conference, and share ideas.


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WHAT IS COMING NEXT?

We will continue to offer registration through phone, walk in, and mail in.

This fall we will offer the option to register on line as well.

If you are interested in trying this new option training and support will be available

if you can buy something from Amazon, you can register for your OLLI learning groups on line


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THANKS FOR A GREAT YEAR!

Tricia, Deni and Paige


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SPECIAL INTEREST GROUPSMatt Lukaszewski

SIG Chair


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What is a SIG?

A SIG is a group of OLLI members who share a common interest, and would like to meet outside the normal OLLI classroom environment to socialize

andenjoy their mutual interest.


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Why Were SIGs Formed?

In response to a 2008 survey of OLLI members.

We Listened to You!


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SIG Task Force

- Lydia Garrett- Nikki Krause- Sally Landes- Matt Lukaszewski- Leslie Parsons


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Accomplishments

- SIG Guidelines- SIG Application Form- And


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SIGs- International Dining- Book Club- Mah Jong- SIG Blog- Friends On-Call *- Interim Pastel Painting *- US Energy *- Met Live in HD *- OLLI Singles *


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Next Steps

You propose New SIG Ideas for socialization, learning and fun.

We will listen and put your ideas into action.


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Technology – Alex Finnarn, VISTA Intern Celebrating 17 Years of Learning - Lucy Hanson, OLLI Historian






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TECHNOLOGYAlex FinnarnVISTA Intern


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Technology Committee Members

Hal FreedmanPatricia Berlowe

Susan GerhartMatt Lukaszewski

Randy HoltDave Rothgery


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DISTANCE LEARNING INITIATIVE

How can we use technology to enhance OLLI’s current offerings?

Technology will be used to engage and educate members:

by sharing files and links and holding discussion forums between class sessions

through new communication mediums

unable to attend classes at the main Yavapai Campus in Prescott


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OLLI TECHNOLOGY SURVEY

Survey Split Between Accessibility Questions and Distance Learning Opinions

238 Surveys Were Collected From 23 Individual Classes (51.2% of Spring 1)

91% Have a Computer, 87% Access Internet at Home

79% of Respondents Reported Checking Their Email at Least Once a Day to Several Times a Day

52% Agreed That They Would Take an “Enhanced Class”


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ENHANCED CLASSES AND OLLI

Meets regularly in person and uses an online space to post lectures, class notes, or music/video files for students to look at and discuss while not in class

Used as a method to enhance discussion in traditional class

Tested out Spring 2 Session with four facilitators and received positive responses

Used an online tool called Ning but are switching to EDU 2.0


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EDU 2.0 The next generation educational system for schools. It provides a free web-based education site with comprehensive features for teachers and students. Anyone can teach and/or learn using the system, whether it's at school, at home, or on the move.

Everyone gets a personalized account with several features (calendar, file storage, etc.)

Completely private and shared only with fellow class members

http://www.edu20.org


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EDU 2.0 - BENEFITS

Allows communication between classesProvides a repository of knowledgeProvides an easy way to form groups of interest (SIGs)

Provides access to a community librarySaves paper and time


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EDU 2.0 - COLLABORATION


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EDU 2.0 – RESOURCES


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EDU 2.0 - GROUPS


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EDU 2.0 - LIBRARY


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FUTURE DIRECTIONSExpand “enhanced” classes using tools like EDU 2.0

Expand the online newsletter with more submissions (e.g. monthly columns) http://prescottollinewsletter.wordpress.com

Start using Interactive Instructional Television (ITV) in some OLLI classes

Provide online access to Governing Council through meeting minutes and voice recordings

Work with University of the Third Age (U3A) Online to bring course offering to OLLI


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FUTURE DIRECTIONS

Any questions or comments about technology and OLLI can be addressed to Alex Finnarn at [email protected] (928) 717-7610

Demonstration of EDU 2.0 for interested facilitators June 10th at 1PM in the OLLI classroom


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CELEBRATING 17 YEARS OF LEARNINGLucy Hanson

OLLI Historian


LLIHenry McMonagle

In April, 1993, Henry McMonagle requested permission to survey the community to determine if there would be interest in the formation of a Yavapai College Institute for Learning in Retirement, an ILR.


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Pic of group of people at Performance Hall (can we find one of those)


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Our first social event and launch party were held on February 11, 1994.

In August of 1994, we reached a membership of 100. Our logo said “Learning is always in Season.” And we were officially called the Yavapai Learning Institute, YLI.


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Pic of first session yellow sheet


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Roy Leroux, Andy Reti, Pat Beaugrand and Walt Bull


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50

100

150

200

250

Membership Growth 72%

1999

1998


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Suggested Names

Methuselah’s Learning Institute

Learning for the Chronologically Enhanced

Learning for Fossils

Yavapai Learning Institute


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For the Love of

Learning


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Pic of logo change


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Rita Wuehrmann, Barbara Yarrow, Deni Harris, Tricia Berlowe, and Paige Ruggles


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Pics of planning meeting


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As we welcome new members, we also have to say goodbye to some of our long time contributing

members.

Some of those we have lost in recent years:

Eve WynantJeanne Toor

Albert LovejoyDick McCordJohn RileyBert Wilson

They and the other members we have lost are missed!


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OLLI AROUND THE NATIONEmil Borgers and Rudy Arena


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Problem

OLLI needs more ideas for learning Groups to meet the needs of a growing membership


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Solution1. Arrange to exchange catalogs with

all other OLLIs2. Carefully peruse catalogs received3. Categorize ideas4. Provide data file of ideas5. Encourage members to:

1. Help review catalogs for ideas2. Review the data file to help bring ideas

to reality


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RESULTS

1.Of 119 catalog exchange requests, 48 received (40%)

2.Thus far: 105 ideas in 26 categories

3.Of 63 OLLIs with paid instructors, 25 received (39%)

4.Of 56 OLLIs with volunteer facilitators, 23 received (41%)


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GENERAL REACTIONS

Only TWO of the OLLIs who responded use Learning Company lectures.

No consistency on membership costsMember Costs are very high (up to $550/year)

Instructors are well paid (up to $900 per session)


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So far…

Most in History (22), Movies (17), Munch & Learn (16)


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Ten Examples …Learning to Look at Paintings (Art)Newspapers to Tweets; the Future of Communications (Computers)

Topics in Medicine for Seniors (Health)

John Adams and the American Revolution (History)

Great Trials in History (Law)Charlie Chaplin; Discovering the Genius (Movies)


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More …

Wagner’s Ring with a Danish Twist (Music)

Rethinking Christianity: Nag Hammadi Texts (Religion/Philosophy)

The Anasazi Sky Writers (Sciences)Presidential Pardons (Social Problems)


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What Next??


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We need Members to examine catalogs for more ideas (particularly, Art, Crafts, Linguistics, New Age, and Photography.

We need to connect with retired Lawyers/Law educators, History professionals, Law Enforcement, CIA, FBI to help us carry out some of our ideas.


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Recognition – Hal Freedman– Remarks and Introductions Facilitators – Sue Nauman, Curriculum Committee Volunteers – Marci Jones, Volunteer Coordinator Social – Marge Rubin, Social Co-Chair




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FACILITATOR RECOGNITIONSue Nauman

Curriculum Committee


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Facilitators

Learning Groups

Participants

Class Seats

4163

1982

19099

THE LITTLE ENGINE THAT COULD


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WE HAVE HELP FOR YOU

TrainingResourcesMentorsCo-FacilitatorsIdeas From Other OLLIsYour Own IdeasYour Own InterestsSuggestions From Our Evaluation Forms

Friends and Contacts


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I THINK I CAN

FACILITATE


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VOLUNTEER RECOGNITIONPatrica Berlowe

OLLI Administrator


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SOCIALMarge Rubin

Social Co-Chair


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INTRODUCTION OF NEW COUNCIL Marge Rubin

C0-Chair Nominating Committee


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YOUR 2010/2011 GOVERNING COUNCIL

Serving Thru 2011Y “Turk” Kangel

Ann LourieLeslie ParsonsJohn PaustianHerman Schloss

Serving Thru 2012Emil BorgersHal FreedmanLydia Garrett

Matt LukaszewskiSue NaumanMel Schutz


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LIFELONG LEARNING AT YAVAPAI COLLEGEDennis Garvey

Dean, Division of Lifelong Learning

2010 annual meeting presentation

Business

olli historian olli

membership growth

learning group growth

years of learning

spectacular spring

year possible

significant growth

division of lifelong