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Strategic Planning, Goal Setting & Leading ChangeVA ConferenceMid-size Congregations November 1, 2012
Clarity and Purpose as Central to Vitality
CTA: adaptive question = to redirect resources of attention, leadership, and money to make more vital congregations.
Facts on Growth, 2010 Kirk Hadaway, Hartford Institute for Religion Research
One of the consistent markers of a vital congregation and a variable that correlates directly with congregational growth is a purposefulness of the congregation’s ministry and the clarity of its identity.
Clarity of Purpose & Identity
Clarity of purpose and identity in a mid-size congregation =
Making decisions
Making choices
Thomas Friedman and Michael Mandebaum, That Used to Be Us Leadership in our lives has shifted from
directing resources to apportioning sacrifice.
Three Types of Planning
1. PROBLEM PLANNING: short term planning with a goal of returning to the way things were before the problem
2. DEVELOPMENTAL PLANNING: “long-range planning” that asks the questions – “What’s next?”, “What do we do now?” (Assuming that what we are doing now is faithful and appropriate.)
3. FRAME-BENDING PLANNING: “strategic planning” that asks the essential formation questions of “Who are we now?”, “What does God call us to do now?”, and “Who is our neighbor now?”
Today will focus on #3
Frame- Bending Planning (For which you will need:)1. A Mission Statement2. Outcomes (3-5 years)3. Values / Touchstones for decision
making4. A Bold Story
#1 – A MISSION STATEMENT
A STATEMENT OF IDENTITY AND PURPOSE
Who are we now?
What does God call us to do now?
SHORT AND MEMORABLE (REPEATABLE)
THE CENTER OF A BOLD STORY
The UMC’s Long Journey from Membership to
Discipleship
The Present Reality
The Preferred
Future
The Unsustain-able Future
THE PROXIMATE OUTCOME QUESTION:
Making Disciples
“What does God call us to make different (in our congregation; in our community) within the next
3 to 5 years?
Proximate Outcomes
Resources, Activities and Outcomes
The Non-Profit Outcome Dilemma
Inputs ThroughputsOutputs
Resources Activities (Outcomes: what is to be different.)
Process vs. Outcomes
PROCESS FOCUSED OUTCOME FOCUSED
What does your congregation do?
What is your congregation called to accomplish?
What kinds of programs or activities do you offer?
How will people (or your community) be different because they are a part of your congregation’s ministry?
How many people are involved in your programs and activities?
For the coming year, what level of results would make the year a success?
#3 –
VALUES / TOUCHSTONES FOR
DECISION
MAKING
BACK TO: Clarity of purpose and identity in a mid-size congregation =
Making decisions
Making choices
HOW WILL YOU DECIDE WHAT IS MOST IMPORTANT?
HOW WILL YOU STAY ON TRACK WITH COMPETING DEMANDS?
ARKANSAS: An ExampleWe shall embrace deep change that empowers us to
make disciples of Jesus Christ for the transformation of the world by:
Rooting all we do in our understanding of scripture, personal and social holiness (the foundational principles of United Methodism), so that we revitalize our connection and our ministry instead of being connected by our apportionments, appointments and benefits.
Establishing the mission field as the primary place for our attention and resources instead of directing most of our attention and resources to the institutional needs of congregations and clergy.
ARKANSAS: Continued
Equipping laity and clergy for shared outcomes of transformation with excellence instead of directing resources toward congregational preservation and satisfaction of current members.
Organizing our ministry around the unique geographic, cultural, demographic, and ethnic contexts in the identified mission fields instead of treating every church, district and conference structure the same.
Monitoring our Decisions
To what extent did we, in the past three months, make decisions that:
1. Revitalized our Manage our Connection apportionments,
appointments and benefits
1___2____3____4____5____6____7____8____9____10
2. Focus on the Address the institutional
Mission Field needs of churches and clergy
1___2____3____4____5____6____7____8____9____10
#4 – A BOLD STORY
A Primary Task of a Leader is to Give the People a Better Story to Live:
The attractiveness of safe and weak storiesPeople live into the stories that they tell about themselves
Who does the planning?
A small group of people who actually have the skills of adaptive thinking and spiritual discernment.
Choosing a conversation team
The need for listening above representation.
Inviting people to balcony work.
Working appreciatively – from strength and sufficiency, not from problems and lack of resources.