Upload
lisa-colton
View
115
Download
0
Embed Size (px)
Citation preview
Becoming a Connected Congregation
Presented by Lisa Colton
[email protected] @lisacolton
#connectedcongs
February 22, 2015
Adapted from work with Connected Congregations: A UJA-Federation of New York Initiative with Darim Online
Our Plan Today
• Introductions – me & you• Exploring what it means to be a “connected
congregation”• Values, DNA and Expression• What is “Engagement”?• Examples of Designing for Social• Transparency• Adaptive Leadership• Reflections & Wrap Up
A Little About Me
Lisa Colton
Chief Learning Officer, See3 Communications
Founder and President, Darim Online
@lisacolton @darimonline
434.260.0177
Now it’s about YOU
BRIEFLY with the
person next to you:•Share your name, •Your congregation and role,•One of your earliest childhood memories about money.
TODAY… Think Connected.
• Think big• Take risks, push yourself• Challenge each other (and me!)• Be ACTIVE!• Question your assumptions• Yes, AND… (not yes, but…)
I ndividual Relationships
Small Group I dentity
Community
Congregation
Synagogue
SYNAGOGUE STRENGTH & SUSTAI NABI LI TY
To strengthen the synagogue, we must invest in individual relationships, supportcollective identity and responsibility, grounded in Jewish values and action.The foundation of this is designing for social engagement with each other.
Congregation Beth Israel, San DiegoLisa Colton, August 2014
I ndividual Relationships
Small Group I dentity
Community
Congregation
Synagogue
SYNAGOGUE STRENGTH & SUSTAI NABI LI TY
To strengthen the synagogue, we must invest in individual relationships, supportcollective identity and responsibility, grounded in Jewish values and action.The foundation of this is designing for social engagement with each other.
Congregation Beth Israel, San DiegoLisa Colton, August 2014
What is a Connected Congregation?
A connected congregation is one that deeply understands the meaning of community, and works explicitly to build a strong, meaningful and engaged Jewish community.
Connected congregations prioritize relationships and shared values, and align all aspects of institutional management in service of the community.
Those within connected congregations feel a sense of shared ownership and responsibility for each other and the collective, and are empowered to contribute their ideas, energy and resources.
VALUES ARE YOUR DNA MOVING FROM
TRANSACTIONAL TO RELATIONAL
Temple Beth Abraham, Tarrytown, NY:
“Our board had to discuss our approach to financial relief. The question posed was this: When families ask for special relief are we having a conversation about the pain that family is in or the state of their finances? In other words, are we acting as agents of Acts of Loving Kindness or the IRS?”
-From “Tilling the Soil”, a case study on the Darim Online blogBy Allison Fine, Immediate Synagogue Past President
Where are you now, and where do you want to be? Complete on your own, then you might want to compare later with others from your congregation.
You can download the blank worksheet for your own use athttp://connectedcongregations.org/organizational-values-worksheet/
Organizational Values Worksheet
DEEP UNDERSTANDING OF “COMMUNITY”
A connected congregation is one that deeply understands the meaning of community, and works explicitly to build a strong, meaningful and engaged Jewish community.
“Engagement” is the Process of Evolving the Network Map
• What IS engagement?• What’s the goal of engagement?• Who or what are we designing for?• What does it feel like to be engaged?• Whose job is engagement?• What kinds of cultural, programmatic or other
shifts are needed to enrich a culture of engagement?
At each step of design and decision making, we can ask ourselves
“is this in service of the community or the institution?”
Areas for Tilling Your Soil
1. Clarification of organizational values
2. Leadership alignment of vision
3. Deep understanding ‘community’
4. Transparency and openness
5. Comfort with risk
6. Psychology of money
7. Meaningful spaces
8. Communications and social media
9. Designing for social
10. Staffing, job descriptions and expertise
• Values based• Nuanced protocols• Personal touch• Infused the DNA• Paying it forward
CARING COMMUNITY
TRANSPARENCY“Like authenticity, transparency is not defined by you as a leaders, but by the people you want to trust you and your organization. How much information do they need in order to follow you, trust you with their money or business?”
- Charlene Li Open Leadership (pg. 193)
How does this relate to the culture and function of your congregation and its leaders today and in the past?
What does it mean for you as a connected congregation?
“Our surveys of 20,000 synagogue members have shown that the key driver of synagogue membership is the perceived value for the dollar of membership. What most strongly correlates to perceived value for the dollar?
Budget transparency.
When leadership doesn’t share the true cost of programs, and uses funds to subsidize programs as it sees fit, not only do recipients undervalue the program, but they also feel a disconnect with the synagogue that ultimately causes them to the congregation. Including members in the conversation about budget priorities and explaining the rationale behind expenses is a great step to retaining members and ensuring financial sustainability.
-Sacha Litman, Measuring Success
“Show Them What You’re Working with: How Transparency Leads to Sustainability”
Organizational TransparencyWhat is today’s version of an annual report, congregational meeting, or a state of the union?
What kind of transparency, in what formats, helps stakeholders feel like insiders?
Adaptive Challenges & Leadership
32
TECHNICAL CHALLENGES ADAPTIVE CHALLENGES
• Clear cut need• Can be fixed or addressed• Can apply current experience
or skills (or find it)• Developmental change
e.g. building a new website
• Complex issues, dilemmas• No set procedures or
policies• No analogous past
experience• No expertise• Issue is transitional or
transformational for the organization.
e.g. move to a new revenue/ membership model
Adaptive Challenges & Leadership
33
• People – skills, experience, roles
• Process – culture, communication, risk
• Pipeline – what you need to add, how you onboard and evolve
USE THE PERSONALITY QUIZ AS A PLANNING TOOL!
Matterness
Turn to the person next to you (other side from your money sharing from the beginning!)
Share a time when you felt like you really mattered.