HEARTSTRINGS: Michelle A. Kaebisch & Shannon E. Lobdell

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SM HEARTSTRINGS: A Guide to Music Therapy-Informed Community Engagement for Symphony Orchestras Michelle A. Kaebisch & Shannon E. Lobdell

Copyright 20 Madison Symphony Orchestra Inc. All rights reserved. HeartStrings is a service mark of Madison Symphony Orchestra Inc. and may not be used without its prior written consent. Photos on pages 7, 5 and 54 compliments of American Family Children's Hospital Photo on page 2 compliements of Common Threads Family Resource Center All other photos by: Greg Anderson Photography Editor: Julie Phillips 222. W. Washington Ave, Suite 460 Madison, WI 53703 Tel: 608-257-3734 www.madisonsymphony.org

The HeartStrings Community Engagement Program is grounded in the belief that music touches people on a fundamental level regardless of their level of functioning.

FOREWORD Music affects people. I know it and if you are interested in reading this publication you probably know it too! I chose to study music therapy because I was and still am keenly interested in how music, especially live music, can affect human behavior. As a music therapist I assess and monitor behaviors and responses as clients work to achieve their functional life skill and quality of life goals. I write reports that describe to other treatment team members how targeted goals are achieved by clients in music therapy programs. However, this publication is not about that work. It is about an exciting integration of exquisitely performed, interactive string quartet sessions within healthcare settings across south-central Wisconsin. In 2005 the Madison Symphony Orchestra chose the Central Wisconsin Center for Individuals with Intellectual and Developmental Disabilities as a partner location for a four session pilot project in Community Engagement. Our Music Therapy Department at the Center provided feedback on the session curriculum and design, instrument/engagement tool selections, and interaction strategies. Fast forward to today... there are 2 partner locations throughout Dane County, over 00 sessions per season, and approximately 3,800 residents/ clients/caregivers in healthcare settings who participate in this exceptional program. So, what happens that is so special? The professional string quartet arrives with a written session plan and designed activities paired with common rhythm instruments. There are opportunities not only to enjoy the aesthetic beauty of live classical music but also to express, move, play, socialize, and relax. Few healthcare settings have the resources to independently provide a program of this caliber. Few residents, clients, and staff members have ever been this close to orchestral instruments. Keep in mind that for some people in healthcare settings, traveling to a concert hall can be daunting due to transportation, cost, and wheelchair seating-time restrictions. There is no stage, there is no curtain. There are just people in common purpose making music together engaged and involved in their fine arts community. Through consistent and innovative evaluation tools, we are able to gather significant program impact data for both residents and caregivers. The HeartStrings sessions consistently receive 80-00% positive approval. We know how positive it is when we observe the reactions of smiles, more relaxed postures, and deep breaths. In addition we look to the evaluation forms for validation of what we observe. This much anticipated publication puts into your hands the tools necessary to replicate this model program. It encompasses, literately and figuratively, over seven years of fine tuning by the Madison Symphony Orchestra and its HeartStrings partner locations. You now have the foundation to develop your own program. In my professional opinion, programs like this are an important way to humanize complex healthcare settings and develop new audiences. Live music does affect people in very positive and healthy ways. Laurie A. Farnan MMT, MT-BC, WMTR, Retired Senior Therapist Central Wisconsin Center laurieafarnan@aol.com iv

INTRODUCTION What you hold in your hands is a toolkit, or manual, that will aid you in the creation of a Music Therapy-Informed engagement program within your community. At the Madison Symphony Orchestra, we utilize a string quartet as the primary musical ensemble, so this toolkit has been written from that perspective. However, the benefits of the HeartStrings program are not at all limited to any particular type of chamber ensemble. HeartStrings provides live classical music presented by professional musicians in local healthcare settings, with participatory activities guided by the American Music Therapy Association's Standards of Practice. Partner locations have included a state residential treatment facility, retirement communities, memory care units, rehabilitation centers, hospitals, and resource centers for families who have children with various disabilities. Target populations are aging adults with dementia, people with developmental, intellectual and/or physical disabilities ranging from mild to severe, and those with long-term illnesses. Most recipients of this program are unlikely to ever attend a performance in the concert hall. HeartStrings has uniquely positioned itself to bring meaningful, high-caliber arts experiences directly to participants in comfortable and familiar locations. In a time when symphony orchestras are searching for new and innovative ways to engage their communities outside the concert hall, a program of this nature provides a means to reach beyond our traditional sphere of influence, focusing on community need rather than audience development. The HeartStrings Community Engagement Program has further embedded the Madison Symphony Orchestra into the cultural landscape of Madison, south-central Wisconsin, and beyond. Our hope is that this toolkit will encourage you to embark on a journey that will affect peoples' lives in ways that nothing else can. It will positively influence your organization and community for years to come. Michelle A. Kaebisch Director of Education & Community Engagement Madison Symphony Orchestra Special thanks goes to Rick Mackie, Laurie Farnan, Kathleen Callaghan, Robin Garcia and the rest of my colleagues at the Madison Symphony Orchestra. Without their vision, dedication, and continued support, the HeartStrings Community Engagement Program would not be where it is today. v

contents FOREWORD...vi INTRODUCTION...v CONTENTS...vi KEY CONTRIBUTORS... vii-viii :GETTING STARTED... TERMS TO KNOW...3 ROLES & RESPONSIBILITIES...5 DEFINING YOUR PURPOSE...7 CASE STATEMENT...9 LOGIC MODEL...2 2: SECURING & MAINTAINING PROGRAM SUPPORT...5 OPPORTUNITIES & CHALLENGES...7 GUIDELINES FOR SECURING & MAINTAINING SUPPORT...20 5:Session design...39 REPERTOIRE SELECTION...4 SESSION ACTIVITIES...44 INSTRUMENTS/ENGAGEMENT TOOLS...45 SESSION NARRATIVE...48 SESSION PLANNING CHART ORGANIZATION...52 6: EVALUATING THE PROGRAM...55 METHODS OF PROGRAM EVALUATION...57 ASSESSMENT TOOLS...58 3:HIRING & TRAINING...23 vi QUALIFICATIONS & RESPONSIBILITIES...25 HIRING PROCESS...27 TRAINING PROCESS...28 4:PARTNER LOCATIONS...29 RESEARCH POTENTIAL PARTNER LOCATIONS...3 ORGANIZE YOUR FINDINGS...33 CONTACT LOCATIONS...34 MEET WITH LOCATIONS...34 SELECT LOCATIONS...36 MAINTAIN A STRONG PARTNERSHIP...37 A: APPENDIX...63 :GETTING STARTED...64 2: SECURING & MAINTAINING PROGRAM SUPPORT...no additional information 3:HIRING &TRAINING...67 4: PARTNER LOCATIONS...68 5:PROGRAM DESIGN...70 6:EVALUATING THE PROGRAM...83 PARTNER LOCATIONS...96 PROGRAM SPONSORS...98

Key contributors MADISON SYMPHONY ORCHESTRA As the Resident Orchestra of Overture Hall, the Madison Symphony Orchestra (MSO) offers uncompromising performances of classical music with leading artists of the concert world, while enriching our region with innovative, well-planned education and community engagement programs. The institutional philosophy here, demonstrated by more than 80 years of practice, is that a symphony orchestra is derived from the aspirations and cultural fabric of its community, and to that community owes a mission of service which pervades everything it does- artistic programming, audience development, and community service. Now more than ever, a symphony orchestra will be successful only to the extent it represents the place and people it serves. Partnership and collaboration are the chief vectors of this strategy in Madison; planning and execution are its method. In 20-2, MSO celebrates its 86th season, making it the oldest continuously operating organization of its kind in Wisconsin. The MSO has become one of the most vital, popular, and respected cultural organizations in the region, serving the community with artistic and educational programs of singular significance. MSO performances have a reputation for uncommon quality and have been favorably compared to the standards of America's major cities, thus making the Symphony the pride of its hometown and a major cultural resource for south-central Wisconsin. Michelle A. Kaebisch, Director of Education & Community Engagement Madison Symphony Orchestra Michelle A. Kaebisch brings more than eleven years of expertise as a public school music educator and professional musician to her position as Director of Education and Community Engagement for the Madison Symphony Orchestra (MSO). She holds a BS degree in Instrumental Music Education from the University of Wisconsin-Madison, and has taught high school orchestra in the Stoughton Area School District from 995-2006 and has served as a violinist the MSO since 993. Since becoming MSO s Director of Education in 2006, her vision for the HeartStrings Program has led it to receive national recognition and accolades, including the League of American Orchestras (LAO) with MetLife Award for Excellence in Community Engagement, as well as support from the National Endowment for the Arts and Society for the Arts in Healthcare with Johnson & Johnson. Ms. Kaebisch is a member of the LAO s national Education and Community Engagement Committee and a mentor to education directors who are new to the field of arts administration. In their Community Engagement Update the LAO published her article A Tale of Two School Districts, which addressed how symphony orchestras can best advocate for public school music education. She remains active in the Wisconsin School Music Association and is a sought after clinician and conductor for various camps, festivals and honors orchestras. vii

Key contributors viii Shannon E. Lobdell, Education Assistant Madison Symphony Orchestra Shannon E. Lobdell joined the Madison Symphony Orchestra (MSO) in 200 as Education & Community Engagement Intern. With a strong background in music education and a keen interest for arts administration, she assumed increasing responsibility, which lead to her most recent position as Education Assistant. By creating curriculum guides for the Youth Concert Series, assisting in the management of Youth Concerto Competitions, and collaborating in the development of a new education program initiative, Ms. Lobdell has played an integral role in developing and managing MSO outreach programs. Most notably, she has been actively involved in the HeartStrings SM Community Engagement Program, working closely with key personnel on program implementation, maintenance, and funding. In addition, Ms. Lobdell was selected to represent the MSO as a Teaching Artist for the Overture Center for the Arts Arts Initiative After School Program, funded by the National Endowment for the Arts. She designed and implemented curriculum that focused on aesthetic education and arts integration for Madison Metropolitan School District middle school students. A pianist and soprano by training, Ms. Lobdell received her B.M. in Music Education from Bucknell University in 200 as both an Arts Merit and Bucknell Named Scholar. Upon commencement, Ms. Lobdell received two Bucknell University Presidential Awards: The Bucknell Prize in Music, and the Barbara Watson Grever prize awarded to an outstanding musician of voice or piano. Laurie Farnan, Music Therapist, MMT, NMT, WMTR, MT-BC Central Wisconsin Center (retired) Since 2005 Laurie Farnan has played a key role in developing, implementing and evaluating the MSO s HeartStrings Community Engagement Program. Ms. Farnan holds both a bachelor s and master s degree in music therapy, is a member of the American Music Therapy Association, and is board certified by the Certification Board for Music Therapy. Ms. Farnan, recently retired, coordinated the Music Therapy program at Central Wisconsin Center in Madison, Wisconsin from 975-20 and the Clinical Training Program for Music Therapy Interns from 980-20. She is the co-author of Music Is for Everyone and Everyone Can Move (988) published by Hal Leonard Publications. Ms. Farnan is a frequent author and lecturer on topics related to music therapy such as clinical training, intern supervision, computer and music applications, adapting instruments, and inclusive strategies for adults and students with exceptional learning needs and developmental disabilities. Suzanne Beia Co-concertmaster of the Madison Symphony Orchestra; first violinist in the Rhapsodie Quartet; musician in the HeartStrings program since 2006 Laura Burns First violinist in the Madison Symphony Orchestra; second violinist in the Rhapsodie Quartet; musician in the HeartStrings program since 2006 Christopher Dozoryst Principal violist of the Madison Symphony Orchestra; violist in the Rhapsodie Quartet; musician in the HeartStrings program since 2008 Karl Lavine Principal cellist of the Madison Symphony Orchestra; Cellist in the Rhapsodie Quartet; musician in the HeartStrings program since 2006

GETTING STARTED TERMS TO KNOW... 3 ROLES & RESPONSIBILITIES... 5 DEFINING YOUR PURPOSE... 7 LOGIC MODEL... 2 Before launching a Music Therapy-Informed community engagement program, there are several things to consider. This opening chapter gives basic information needed to start the planning process and helps assess an organization's capability to carry-out a program of this nature. Beginning with appropriate vocabulary, familiarity with these key terms will aid in the understanding of material presented throughout the toolkit. A chart describing all roles and responsibilities related to the program addresses who should be responsible for particular portions of the planning, implementation and evaluation of the program. While the Madison Symphony Orchestra s Vision, Mission and Case Statements are included as examples, it is recommended that this information is used to guide the creation of statements unique and appropriate to your organization. This toolkit is divided into six chapters and an Appendix section. Each chapter concentrates on a specific area of program planning. Although the chapters have been placed in a certain order, realize that the planning goals set forth in each chapter need not be completed in succession and that aspects of program planning will occur simultaneously. Materials in the Appendix have been included for your use and are also available for download at the Madison Symphony Orchestra s website: www.madisonsymphony.org/toolkit

:getting started It is a great experience for me to see people in the community willing to give their time and talent to bring more enrichment to our patients lives. It also serves as a nice activity employees can enjoy along with their patients. ~ Caregiver TERMS TO KNOW Arts in Healthcare - According to the Society for the Arts in Healthcare, Arts in Healthcare is a diverse, multidisciplinary field dedicated to transforming the healthcare experience by connecting people with the power of the arts at key moments in their lives. This rapidly growing field integrates the arts, including literary, performing, and visual arts and design, into a wide variety of healthcare and community settings for therapeutic, educational, and expressive purposes. Music Therapy-Informed - HeartStrings is Music Therapy-Informed: a process that utilizes the American Music Therapy Association s Standards of Practice, in consultation with a certified music therapist, to guide the development of curriculum and session interactions. HeartStrings is not intended to be a clinical music therapy program during the majority of the MSO's sessions, certified music therapists are not available to work directly with participants, nor do they need to be. However, it is highly recommended that a certified music therapist 2 provide consultation in the creation of your program to ensure success in guiding participant outcomes 3 and achieving increased levels of well-being among participants. Getting started 3

Participants - All individuals present at a HeartStrings session including caregivers, partner location staff members, symphony administrative staff, music therapists, senior residents, clients, rehabilitation patients, children with long-term illness, family members, and visitors. Partner Locations - All facilities, communities, and institutions where HeartStrings sessions occur. 4 These locations may be residential, such as a retirement community, or non-residential such as a community center. People First Language - People First Language (PFL) represents more respectful, accurate ways of communicating. People with disabilities are not their diagnoses or disabilities; they are people, first. 5 When writing or speaking about individuals with disabilities avoid using words such as handicapped, disabled, struggling, suffering, afflicted, etc. Correct ways of identifying target populations include: adult with dementia, child with Down syndrome, individual with hearing-loss. It is important to apply this terminology in all contexts. Target Populations - The target populations for the MSO s HeartStrings program are: children and adults with varying levels of developmental disabilities, such as autism, Down syndrome, cerebral palsy, or intellectual disabilities such as mental retardation or acquired brain injuries. Other target populations include aging adults with dementia, and individuals of all ages with long-term illnesses. "Arts in Healthcare, Society for the Arts in Healthcare, http://www.thesah.org/template/page.cfm?page_id=604 2 See page 26 for information on locating a certified music therapist 3 See chart on page 46-49 for a list of Intended Participant Outcomes. 4 For more information on partner locations see chapter 4 5 People First Language, Disability is Natural, http://www.disabilityisnatural.com/ Getting Started 4

roles & responsibilities: Program Design Symphony Administrative Staff Music Therapist Partner Location Staff Musicians Serve as overall program coordinator Manage all program personnel Hire musicians Locate and select music therapist(s) Research and select partner locations Create all session activities Select program repertoire and develop session themes Select and purchase instruments/engagement tools Determine the combination of repertoire, session activities, and instruments/ engagement tools Write session narratives Develop the order of session activities and create session planning charts Create and compile musician binders Host and coordinate training/orientation meeting Create master schedule of sessions Schedule and market community recitals Provide consultation in the creation of session activities Assist in the selection of program repertoire and the development of session themes Help choose instruments/ engagement tools Provide consultation in the combination of repertoire, session activities, and instruments/engagement tools Assist in developing the order of session activities Ensure program activities are in accordance with AMTA 2 Standards of Practice Assist in training/ orientation meeting Director of Education and Community Engagement 2 American Music Therapy Association Gain administrative approval and support for program Offer assistance in matching program activities to clients needs Attend training/orientation meeting (at least one representative per partner location should be present) Ensure that the program adheres to the facility s access policies and security protocols Offer assistance in repertoire selection and theme development Assist in writing session narratives Rehearse program repertoire Attend training/orientation meeting getting started: roles & responsibilities 5

i Symphony Administrative Staff roles & responsibilities: Program Implementation Music Therapist Partner Location Staff Musicians Attend as many sessions as possible Participate in session activities Assist in the distribution and collection of instruments/ engagement tools Secure substitute musician(s) as needed Periodically observe program implementation Provide assistance to musicians and partner location staff in carrying out session activities Secure and prepare performance space Provide a staff/participant ratio of at least :0 Escort participants to and from sessions Distribute and collect instruments/engagement tools Transport instrument, music binder, music stand, and instruments/engagement tools Arrive prepared and on time Adhere to pertinent security protocols and policies within each partner location Perform session repertoire getting started: Roles & responsibilities 6 Send out email reminders one week prior to sessions Aid participants in session activities, as needed Participate in session activities Facilitate evaluation form distribution, completion, and collection Ensure safety for all participants Deliver session narrative Facilitate session activities Supervise and assist in the distribution and collection of instruments/engagement tools Interact with participants roles & responsibilities: Program Support & Maintenance Symphony Administrative Staff Communicate regularly with all program constituents Create assessment tools for program evaluation or engage outside consultant Distribute all evaluation materials to partner facilities and musicians Compile, tabulate, and analyze data Assist in securing program funding Manage program budget and personnel compensation Music Therapist Provide input and suggestions on possible areas of program improvement Write letters of support for grant applications and speak on behalf of the program, as requested Assist in the creation of assessment tools, as requested Partner Location Staff Complete and return all needed evaluation forms Promote the program both within and outside the facility Nurture the continued approval and support of facility administration for the program Write letters of support for grant applications and speak on behalf of the program, as requested Agree to support the program partnership for a complete season or calendar year Musicians Perform in community recitals to promote the program and organization Record hours for payroll Record mileage when traveling to sessions Write letters of support for grant applications and speak on behalf of the program, as requested Complete program evaluations

Defining your purpose The initial stages of program design revolve around two factors: establishing the purpose of your program, and communicating program goals and objectives in meaningful and relevant ways. This chapter shares strategic planning methods that the Madison Symphony Orchestra (MSO) utilized in developing the HeartStrings program. Realizing the Vision A vision statement articulates the idealistic dream for the program. This theoretical goal serves as a springboard in creation of the program s mission and case statements. It also provides a framework through which strategic program planning is later established. Determining the Mission The mission statement specifies the organization s plans to carry out their vision. This succinct and clearly written statement should identify the particular resources offered by your organization and affirm how they will be implemented to achieve the program vision. HeartStrings Vision Statement: All people will experience the profound impact of live, classical music, regardless of their level of functioning. HeartStrings Mission Statement: ) To enhance the quality of life of underserved populations through live, interactive, and exceptional quality musical experiences that are informed by the American Music Therapy Association s Standards of Practice. 2) To bring meaningful arts experiences directly to participants in a comfortable and familiar setting. 3) To provide a valuable resource for facilities that serve aging populations, adults with dementia, and individuals with disabilities, or long-term illnesses. getting started 7

Making the Case The basic tenets of your case statement emerge from the program s mission and the vision your organization has already developed. Although it can double as a useful planning tool, the primary focus of a case statement is to promote the program to potential stakeholders outside your organization creating excitement, building partnerships, and eventually shaping funding practices. Keeping these goals in mind, a case statement should portray the key aspects of your program through concise, polished, and convincing rhetoric. By following the guidelines set below, you can establish the need for a program similar to HeartStrings within your community and make the case for why your organization is best suited to carry out this project. The case statement should include, in this order, the following: Create an identity Choose a term or expression that will represent the program and evoke its vision. Although it is recommended that each presenting organization create a unique program name, permission to use the MSO s HeartStrings SM service mark may be obtained by contacting the Madison Symphony Orchestra at: 608-257-3734 or 222 W. Washington Ave-Suite 460, Madison, WI 53703. 2 Capture the reader's attention Offer compelling reasons why interactive, Music Therapy-Informed sessions paired with live music are beneficial to the target population(s). 3 Express the need Establish the reasons why a program of this nature is needed and relevant. 5 Program partners What kinds of partners will help make your program feasible and enduring? How will they be involved and support the program? This applies to: your music therapist, partner locations, musicians, and funders. 6 Necessary resources State the specific resources needed to successfully carry out the program in your community. These resources are not limited to financial requirements. 7 Stakeholder s role Express the need for your program in ways that are tailored to each intended audience. Explain their specific role and how they can help integrate the program within the community. getting started 8 4 State why your organization is best positioned to present the program Briefly describe the history of your organization, its mission, and why this program is a natural outgrowth of that. For reference, the HeartStrings Case Statement is included on the following pages. This document is organized according to the above guidelines. I could tell by the feeling in the room, that many residents were moved by this program. I heard people singing along. Many participants shared stories about playing music early in life. ~ HeartStrings Musician

HeartStrings Case Statement HeartStrings SM is the Madison Symphony Orchestra s (MSO) innovative program designed to address, as only music can, the physical, emotional, cognitive, and social needs of children and adults with disabilities, long-term illnesses and assisted living needs. To bring live music to these individuals in structured and meaningful ways, the Rhapsodie Quartet presents monthly, Music Therapy-Informed sessions from September through May at partner locations that embrace these populations, reaching close to 3,800 individuals annually. Through ongoing relationships with special education and rehabilitation programs at southcentral Wisconsin state institutions, retirement communities and health care facilities, HeartStrings serves a diverse population of varying needs and ages. The HeartStrings Community Engagement Program is grounded in the belief that music touches people on a fundamental level regardless of their level of functioning. 2 The HeartStrings program enhances participants quality of life by using musical experiences as dynamic forces of change in specific communication behaviors and existing physical and cognitive conditions. Through HeartStrings activities, participants demonstrate small but significant changes in behavior, including smiling, relaxing, interacting with others and vocalizing. The activities also strengthen the gross and fine motor skills of participants who interact with the quartet. For participants with Alzheimer s and dementia, the sessions stimulate memory, as they are able to recall the sessions afterward, talk with others about the experience, and look forward to the quartet s return. It helped me forget where I was, and gave me hope. -Rehabilitation Patient The profound impact of the HeartStrings program is far-reaching, touching not only clients, but families, caregivers, and musicians alike. All participant groups experience significant upward changes in mood and level of enjoyment. These effects are cyclical in nature, as enjoyment is passed amongst all participants engaging in the activities. The opportunity for caregivers to mutually interact in uplifting, enjoyable and engaging experiences with their clients engenders good feelings around their work, helps relieve feelings of stress, and strengthens their relationships with clients. When HeartStrings arrives our clients faces just light up and even if the day up till then has been rough, their music helps to mellow everyone out and it just makes the whole place more calm and enjoyable. -Caregiver Rhapsodie Quartet musicians experience artistic growth as they perceive responses from participants and adjust their sound and musical expression to best complement the session atmosphere. HeartStrings allows these professional musicians to reach beyond the concert hall, and influence the quality of life for traditionally underserved populations. Thank you for allowing me to be a part of the HeartStrings program; it is one of the most important things in my life. -Rhapsodie Quartet Musician getting Started: case statement 9

getting Started: case statement 0 3 4 5 Research conducted by the MSO, as well as the National Endowment for the Arts, the National Guild for Community Arts Education, the National Center for Creative Aging and the New Jersey Performing Arts Center, demonstrates that music has a healing, restorative quality for children and adults with developmental disabilities, special needs and long-term illnesses. However, many of the people shown to benefit from the profound effects of music are often limited by challenges (transportation, physical, and financial) that make attending performances at area venues problematic or impossible. The MSO s nationally acclaimed program HeartStrings is designed to dissolve these barriers by bringing a string quartet of professional musicians directly to participants in comfortable, accessible, and familiar settings. As resident orchestra of Overture Hall, the MSO annually offers 24 uncompromising performances of classical music with leading artists of the concert world, while enriching the region with innovative, well-planned education and community engagement programs, including HeartStrings, Up Close & Musical and the youth concert series. Founded in 926, the orchestra has grown from a small community ensemble to a noted regional orchestra. The MSO has been an active participant in the national conversation about the arts, healthcare and aging since the launch of HeartStrings in 2005. The organization is a member of the Society for the Arts in Healthcare, and Director of Education and Community Engagement, Michelle Kaebisch, has attended and presented at their annual conference. The MSO's innovation with HeartStrings was recognized with a 2008 MetLife Award for Excellence in Community Engagement by the MetLife Foundation and the League of American Orchestras. HeartStrings partners are diverse in their core constituency but unified in their goal of improving the lives of all participants. Partner locations, where sessions take place, include: Retirement Communities, Assisted Living Communities, State Run Health Facilities, Rehabilitation Centers, Adult Day Health Facilities, Family Resource Centers, and preschools. HeartStrings is guided by a qualified team second to none. HeartStrings' program manager - Director of Education and Community Engagement, Michelle Kaebisch - has enhanced her extensive background as a music educator by attending the "Individuals with Disabilities" course at the University of Wisconsin-Madison. This course focused on the educational years of persons with disabilities, strategies for successful care, and the opportunities for these individuals as they transition to adulthood. Ms. Kaebisch also works directly with the Rhapsodie Quartet, whose passion, musicianship, and dedication for HeartStrings are unrivaled. These individuals work directly with participants, and their interactions are inclusive of all, with a sense of dignity and compassion that brings even the most withdrawn participants into the experience. Laurie Farnan, Retired Senior Music Therapist (Central Wisconsin Center), is a leading researcher on the benefits of music as a therapy for individuals with severe levels of disabilities. Her work has informed every aspect of the HeartStrings program.

6 An innovative program like HeartStrings requires the efforts and resources of many individuals and organizations. The program would not be possible without the support of: the talented musicians who implement the sessions; the knowledgeable music therapist who guides in designing program curriculum; the dedicated partner locations who host the program; or the compassionate and generous donors who sustain the program within our community. The valuable support of our sponsors and community partners allows for the Madison Symphony Orchestra to: Extend our reach to traditionally underserved populations. 2 Serve as a valuable resource for area facilities that embrace these populations. The valuable support of our sponsors: 7 Enables the MSO to continue to provide this wonderful program in times of economic uncertainty. 2 Alleviates the stress on the MSO s annual fund, ensuring that this program can continue to be offered in the future. In a time when symphony orchestras are searching for new and innovative ways to engage their communities outside the concert hall, a program of this nature provides a means to reach beyond our traditional sphere of influence, focusing on community need rather than audience development. The HeartStrings Community Engagement Program has further embedded the Madison Symphony Orchestra into the cultural landscape of Madison, southcentral Wisconsin, and beyond. Our hope is that you will join us on this journey that will affect peoples lives in ways that nothing else can, and positively influence our community for years to come. getting Started: case statement

Constructing a Logic Model The logic model is a visual representation of program inputs, activities, outputs, and outcomes. It serves a valuable purpose both inside and outside of your organization. Internally, the logic model can guide the purpose and content of your program, and serve as an effective means of evaluation and reflection. Externally, this model can provide an accessible and concise way to communicate key program components. The HeartStrings logic model was constructed using a template supplied by Society for the Arts in Healthcare. This template, complete with step-by-step instructions and a full description of logic model terms, can be found on pages A:64 - A:65. Allow a significant amount of time to fully develop the logic model. Keep in mind, this is a working document that will likely undergo many revisions. Be sure to involve other members of the organization in creating the logic model. Inputs Johnson & Johnson/Society for the Arts in Healthcare Other funds, including: MSO, MSO League, and Grants MSO Staff and Music Therapists time getting started This is a marvelous program. The joy in the children's faces is indescribable. ~ Visitor Musicians time & talents Partnerships-Central Wisconsin Center and Waisman Center Publicity & Marketing 2 Program Evaluators

Madison Symphony Orchestra s HeartStrings Community Engagement Program Logic Model Target Population: 3,800 adults with varying developmental disabilities, Alzheimer s or dementia; children with long-term illness or varying developmental disabilities; caregivers, staff, family members and volunteers from each partner location. ACTIVITIES OUTPUTS SHORT-TERM OUTCOMES MID-TERM OUTCOMES LONG-TERM OUTCOMES Perform Recitals (2-3 per season, with at least one occurring at a partner location), to foster community awareness Annual training workshop () and monthly rehearsals for musicians (0) Conduct in-service days at partner locations Conduct indepth program evaluation (9/09-5/0); over 3,000 surveys to be collected and analyzed Increase community awareness of MSO s work with these populations Monthly sessions at partner locations; 90 45-minute sessions from SEP-MAY) Develop new training models for work with children who have disabilities Develop new curriculum for work with children who have various disabilities Develop evaluation form specific to child focused locations Conduct evaluation and collect data MSO to serve as a resource for the community Participants experience increased energy level during the session Participants experience increased level of relaxation during the session Participants experience elevated mood during the session Participants experience elevated feelings of happiness during the session Conduct evaluation of youth focused program Manual created for other institutions to replicate the program Staff /Caregivers experience an increased sense of enjoyment towards their work Staff /Caregivers have increased feelings of compassion towards their clients Clients have increased feelings of trust toward their caregivers Participants experience longterm elevation in mood and feelings of happiness Replication of this program by other institutions Partner locations develop a sense of appreciation for the affect music has on their clients Clients attend other activities offered by their location Clients develop stronger relationships with location caregivers and staff Participants would develop longlasting friendships with other participants getting started: logic model 3

Session Design 4 It is a very great program. It means both myself and my residents get the opportunity to experience live classical music which offers a piece of culture that we rarely get to participate in. Plus, the participation portion of the program is a great opportunity for my residents to feel the music ~Partner Location Staff Member