Vestry Retreat Booklet

Page 1


Friday, February 21st

Saturday, February 22nd

5:00 – 6:00 PM Arrive and settle in 8:00 – 8:45 AM Breakfast (1st floor dining room)

6:00 – 7:00 PM Dinner (1st floor dining room) 8:45 – 9:00 AM Morning Prayer (1st floor meeting room)

7:00 – 7:20 PM Evening Prayer (1st floor meeting room) 9:15 – 10:15 AM Susan Tusing, Sr. Warden

7:20 – 8:45 PM Canon Jordan Trumble, Diocese of WV - Clarifying our Values - The Shape of the Church - Intro to Vestry - Trust Development 10:30 – 11:45 AM Fr. Greg Pennington, Rector

8:45 – 9:00 PM Intro to Spiritual Gifts Discernment - Developing a Mission / Vision - S.M.A.R.T. Goals

9:00 PM Compline (1st floor Chapel) 11:45 AM – Noon Process of Planned Change 12:00 – 1:00 PM Lunch & Small Group Discussion 1:00 – 2:30 PM Strategic Planning 2:30 PM Adjourn

INTRO TO VESTRY & TRUST DEVELOPMENT

Trust Development in Organizations

Trust development in organizations, groups, and inter-personal Relationships involves the creation of structures, processes, and behavioral norms of reliability, responsiveness, and congruence –that increases inclusion and acceptance, the open flow of information, a shared direction established from options, internal commitment, self-management, and collaborative relationships.

The Target

INTERNAL COMMITMENT

Self-management, Collaborative

Relationships

The Issues Examples

Empowerment Structures

Increased authority with competence, commitment, and maturity

Mutual influence and accountability

SHARED DIRECTION

(Set from choices)

OPEN INFORMATION

INCLUSION & ACCEPTANCE

Decision based on options

Free choice, not coercion or habit

Renegotiable

Open climate

Useful / timely information

Listening stance

Acknowledge people

Connected to a primary task / vision

Acceptance of the objectives

- of each person's role

- of organization culture (information flow, decision making, degree of selfmanagement)

Create self-managing team / collective voice structure

- Train in decision making, action planning and negotiation

- Review leadership roles & decision making process

Develop alternative solutions and strategies

- move in “owned” direction

- openly explore pressures to move in various directions

- willingness to revisit decisions

Create structures/processes

- gather / channel “pinches”

- hear “undiscussables”

- establish norms

- facilitators, newsprint, feedback etc.

- “Hello” norm

- keep it in front of people

- review objectives / test affirmations / concerns

- each share what they bring to task - provide clear information regarding culture and ask about a sense of “fit”

Finding Your Spiritual Gifts

God has given each Christian two vitally important gifts. The first is the gift of faith in Jesus Christ, his work of redemption, and thus forgiveness of sin. The second is the gift of one or more special abilities, which are to be used for the purpose of unifying the body of Christ and for the growth of God's Kingdom. These abilities are called spiritual gifts and they are received through our baptism. Like other presents, it is impossible to fully appreciate and make use of our spiritual gifts until they have been opened. This tool will help you begin to open your spiritual gifts by guiding you through a self-assessment.

Self-Assessment Inventory

Instructions: For each of the 60 questions which follow, circle the number that corresponds with the response that most closely matches how you perceive yourself. inventory.

• 4, consistently true

• 3, frequently true

• 2, occasionally true

• 1, infrequently true

• 0, rarely true

You might also ask a person who is close to you to score the inventory with, and for, you. Their perception of your strengths may be useful in identifying the gifts with which you have been truly blessed. After responding to each question, turn to the scoring grid on page six to analyze your results.

1. When presented a goal, I immediately think of steps that need to be taken in order to achieve the desired results.

4 3 2 1 0

2. I express myself through artistic means. 4 3 2 1 0

3. My faith requires me to seek out God's will and purpose in all circumstances that arise in my life. 4 3 2 1 0

4. I am able to convey the Gospel message to non-believers in ways that they are able to easily understand. 4 3 2 1 0

5. I am moved by those who through conflict or sorrow are wavering in faith. 4 3 2 1 0

6. I am certain of the spirit's presence in my life and the lives of others. 4 3 2 1 0

7. I am blessed by God each day and gladly respond to these blessings by giving liberally of my time and money.

4 3 2 1 0

8. I enjoy meeting new people and becoming acquainted with them. 4 3 2 1 0

9. I know that God hears and responds to my daily prayers. 4 3 2 1 0

10. I feel compelled to learn as much as I can about the Bible and faith. 4 3 2 1 0

11. I am a take charge person. When others follow my direction, the goal or task will be completed. 4 3 2 1 0

12. When I see a person in need, I am moved to assist them. 4 3 2 1 0

13. I love to sing and enjoy inspiring others through song. 4 3 2 1 0

14. I find joy and express myself by playing a musical instrument. 4 3 2 1 0

15. I am motivated to provide spiritual leadership to those who are on a faith journey. 4 3 2 1 0

16. I like working behind the scenes to ensure projects are successful. 4 3 2 1 0

17. I enjoy working with my hands in a trade or skill that required considerable experience to perfect. 4 3 2 1 0

18. My great joy is to communicate biblical truth in such a way that it becomes real and understood by others. 4 3 2 1 0

19. When a challenge is presented, I am usually able to identify an appropriate solution. 4 3 2 1 0

20. I am able to take a thought or idea and put it into a clear and inspiring written form. 4 3 2 1 0

21. I enjoy organizing thoughts, ideas, hopes and dreams into a specific plan of action. 4 3 2 1 0

22. I can translate into artistic form what I first see in my imagination. 4 3 2 1 0

23. I have assisted others as they sought to discern whether or not their personal decisions were helpful and in accord with God's will for their lives. 4 3 2 1 0

24. I enjoy being with non-believers and like having the opportunity to encourage them to faith and commitment. 4 3 2 1 0

25. When I know someone is facing a crisis, I feel compelled to provide support and care. 4 3 2 1 0

26. My trust in the Spirit's presence, when I encounter times of personal crisis, is a source of strength for others. 4 3 2 1 0

27. I manage my time and money so that I am able to give much of it to the work of the church or other organizations. 4 3 2 1 0

28. I am often asked to open my home for small group gatherings or social occasions. 4 3 2 1 0

29. I often become so absorbed in my prayer life that the doorbell or phone can ring, and I will not hear it. 4 3 2 1 0

30. Not one day would be complete without biblical study and thought. 4 3 2 1 0

31. When I am in a group, others will often look to me for direction. 4 3 2 1 0

32. I feel an urgency to provide housing for the homeless, food for the starving, comfort for those in distress. 4 3 2 1 0

33. I have sung before groups and felt a real sense of God's presence. 4 3 2 1 0

34. By my playing a musical instrument, inspiration has been provided for both myself and others. 4 3 2 1 0

35. I have responsibility for providing spiritual guidance to an individual believer or group of believers. 4 3 2 1 0

36. People tell me that without my willingness to do the unnoticed jobs, their work would be more difficult. 4 3 2 1 0

37. I am good at building, repairing, or restoring things and find satisfaction in doing so. 4 3 2 1 0

38. I want to express my faith by assisting others to discover the truths contained in the Bible. 4 3 2 1 0

39. People come to me for help in applying Christian faith and values to personal situations. 4 3 2 1 0

40. I often feel moved to write about my thoughts and feelings so others may benefit from them. 4 3 2 1 0

41. I have been successful in organizing, directing and motivating people to achieve a goal. 4 3 2 1 0

42. My artistic work has given spiritual strength to both believer and non-believer. 4 3 2 1 0

43. In the congregation, I am often asked if a direction being discussed is in accord with God's will and purpose. 4 3 2 1 0

44. I do not find it difficult to share what Jesus means to me with non-believers. 4 3 2 1 0

45. Those who are struggling with life questions have come to me for guidance and help. 4 3 2 1 0

46. I can see great things happening in my congregation and am not derailed by the pessimism of others. 4 3 2 1 0

47. When I receive money unexpectedly, one of my first thoughts is to share this gift through the church. 4 3 2 1 0

48. I enjoy welcoming guests and helping them to feel at ease. 4 3 2 1 0

49. Believers have asked me to pray for healing in their lives, and have evidenced God's healing power. 4 3 2 1 0

50. My study of the Bible has proven helpful to others in their faith journey. 4 3 2 1 0

51. People have said they like to work with me because the task will be successfully completed. 4 3 2 1 0

52. People have been surprised by how at ease I am while working with those who are suffering in mind, body or spirit. 4 3 2 1 0

53. I am grateful and humbled that my singing has provided inspiration and hope for others on their faith journey. 4 3 2 1 0

54. Others have told me they were moved by my playing a musical instrument. 4 3 2 1 0

55. People have come to me for spiritual help and it has developed into a long-term relationship. 4 3 2 1 0

56. When I turn out the lights, take tables down, work in the kitchen or put chairs away, I feel that I have served the Lord. 4 3 2 1 0

57. My knowledge of building, maintenance or repair has been a special value to the church and others. 4 3 2 1 0

58. Students have told me that I can take the most difficult idea or concept and make it understandable. 4 3 2 1 0

59. When direction is needed at work or in the congregation, I am generally asked for my opinion. 4 3 2 1 0

60. My written work has been helpful to others in understanding life's truths. 4 3 2 1 0

Scoring Grid

For each set of three questions, fill in the number equal to your total score. For example, in the category of Administration, if you ranked Question 1 as a 2, Question 21 as a 4, and Question 41 as a 3, you total in Administration would be (2+4+3) a total of 9. Once completed, note that the higher the number, the stronger the corresponding gift.

The strongest gift(s) will generally have a total score of "7" or more. If you have more than one gift with a total of seven or more, then all of these gifts can be referred to as your "gift cluster." Notice how each gift within the cluster has the potential to compliment and support another. The gifts within the cluster will need to be further explored to determine which ones you have truly been blessed with.

This inventory is designed to begin your journey toward spiritual gifts discovery. Keep in mind that it is not a scientific instrument. Your perceptions will be validated by others and confirmed through prayer and by their use over time. Identify your spiritual gift cluster, then list the gifts in the gifts cluster.

Administration : Questions 1, 21, 41 TOTAL : ______

Artistry : Questions 2, 22, 42 TOTAL : ______

Discernment : Questions 3, 23, 43 TOTAL : ______

Evangelism : Questions 4, 24, 44 TOTAL : ______

Exhortation : Questions 5, 25, 45 TOTAL : ______

Faith : Questions 6, 26, 46 TOTAL : ______

Giving: Questions 7, 27, 47 TOTAL : ______

Hospitality: Questions 8, 28, 48 TOTAL : ______

Intercession: Questions 9, 29, 49 TOTAL : ______

Knowledge: Questions 10, 30, 50 TOTAL : ______

Leadership: Questions 11, 31, 51 TOTAL : ______

Mercy: Questions 12, 32, 52 TOTAL : ______

Music-vocal: Questions 13, 33, 53 TOTAL : ______

Music-instrumental: Questions 14, 34, 54 TOTAL : ______

Pastoring: Questions 15, 35, 55 TOTAL : ______

Service: Questions 16, 36, 56 TOTAL : ______

Skilled Craft: Questions 17, 37, 57 TOTAL : ______

Teaching: Questions 18, 38, 58 TOTAL : ______

Wisdom: Questions 19, 39, 59 TOTAL : ______

Writing: Questions 20, 40, 60 TOTAL : ______

Spiritual Gift Cluster: Draw three circles. In each of the circles, write one of the spiritual gifts that had a total score of seven or more. Begin with the center circle, identifying the gift that had the highest score. In the event of a tie, select the gift you feel you have used effectively in the past, or the one you think you might be most effective in. Then fill in the other circles with a five of the remaining gifts. This group of gifts is your gift cluster.

CLARIFYING OUR VALUES

NOTES

DEVELOPING

S.M.A.R.T GOALS – TEMPLATE

SMART goals help improve achievement and success. A SMART goal clarifies exactly what is expected and the measures used to determine if the goal is achieved and successfully completed. A SMART goal may be used when drafting Maintenance or a Growth Goal.

A SMART goal is:

Specific: Linked to a job description, departmental goals/mission, and/or overall University goals and strategic plans. Answers the question Who? and What?

Measurable: The success toward meeting the goal can be measured. Answers the question How?

Attainable: Goals are realistic and can be achieved in a specific amount of time and are reasonable.

Relevant: The goals are aligned with current tasks and projects and focus in one defined area; include the expected result.

Time Oriented: Goals have a clearly defined time-frame including a target or deadline date.

Examples:

Not a SMART goal:

• Keep our department’s website up -to -date Does not identify a measurement or time frame, nor identify why the improvement is needed or how it will be used.

SMART goal:

• The first Friday of every month, solicit updates and new materials from our department’s managers for the web page; publish this new material to the website by 12:00 noon on the following Friday. Each time new material is published, review our department’s website for material that is out of date, and delete or archive the out- dated material.

Specific – WHO? WHAT?

S.M.A.R.T Goal Planning Form

Measureable – HOW?

Attainable– REASONABLE?

Relevant – EXPECTED RESULT?

Timed Oriented – WHEN?

A PROCESS OF PLANNED CHANGE

The core process of planned organizational change can be described as four steps: diagnosis, planning, implementation and evaluation. It is an organizational improvement process.

Diagnosis

Reflect, Data gathering, assess, analysis

Evaluation

Evaluate results and the means to accomplish the results

Planning

Strategic Vision or Action Planning

Implementation

Monitor revise refine

To move through the steps or phases of the process you need to be clear about the scale and type of change being proposed. This sets the context for the whole process. Is this a long range attempt to change the service or product, increase productivity or transform the organizational culture or is this a more limited venture such as training employees to gather information from customers on the quality of the product and service, team building with a staff or enabling members to create their own discipline for self- care or spiritual development.

It may help to identify what kind of planning will be used. That will shape the diagnosis step. Is this process to create an action plan for staff development, is it a strategic vision to guide the total organization for the next three years or is it an operational plan for the coming year.

 Robert A. Gallagher, 1975, 1997

In preparing to move through the phases of the process it may be helpful to use a chart.

Phase How to Do It

Diagnosis

- Data Gathering - Analysis

Planning

Who to Involve Schedule

Implementation

Evaluation

Leaders have the primary responsibility for structuring, initiating and facilitating the process of planned change in the organization. Organizational leaders have the legitimate authority needed to launch a variety of planned change efforts. The job of a consultant is to help the leadership facilitate the change process. The consultant may coach the manager, co -lead parts of the process or facilitate the whole process. Internal change agents may be concerned with influencing specific parts of the process

 Robert A. Gallagher, 1975, 1997

DIAGNOSIS

In the diagnosis step the organization is doing two things:

1. Gathering information

2. Engaging in an analysis of the organization’s situation, opportunities, problems, etc.

A target might be to identify the current situation, the desired situation and the forces involved.

A. Gathering Information

1. Methods of Data Collection

· Interviews (group or individuals)

· Survey/Questionnaire

· Observing/Sensing/Intuitive “hunches”

2. Use of a Model or Conceptual Framework

Using a “lens” to gather information gives us a way to organize the information and identify patterns and issues quickly. A model might be used in the method of data collection or used to discern patterns from a more open- ended data collection process. It is important to fully understand the model being used and, to the extent that the model is normative, to be comfortable with the model’s values and assumptions.

3. Useful Information

We are seeking information that can be used in the development of the organization. So, the information we gather needs to be:

· something the organization can use to effect change

· able to be shared openly; “confidential” information is rarely useful

· related to an area you are willing to make changes in, i.e., don’t ask for information you are not going to be willing to act on.

B. Analysis

1. Use Models and Conceptual Frameworks

Using models allows us to see a broader, more integrated picture. It may be helpful to use several models in developing your “hunches”, “wonderments” and hypotheses.

2. Explore Options

Investigate the process/opportunities/problems. Avoid jumping to solutions. Create several approaches or possible solutions.

3. Stance

There are a few mental\emotional stances you need to take

· Participant/observer or Anthropologist

· Servant

· Loving critic of the organization (not unloving critic or uncritical lover)

4. Attention to the Dynamics Assess issues such as:

· How open is the organization to its own information?

· How open are leaders/participants to hearing each other’s information?

· How open are they to information about external forces?

· How open are clients with the consultant (if any)?

C. Building the Organization’s Capacity

Diagnosis is in itself an intervention in the organization’s life. How it is done can help the overall process or set it back. Three actions that help people’s sense of commitment, skill and knowledge are:

- Publicly sharing the information you receive.

- Teaching conceptual models you are using in the analysis.

- Inviting people to join in shaping the information gathering and analysis process.

D. “Let the Data Speak”

Diagnosis involves data gathering; the interpretation of the information, and the identifying of developmental projects, strategic visions, goals, problems to solve, etc. The commitment of people in the organization to the change effort is critical for success. Is the data compelling?

Will it motivate people? Diagnostic feedback is intended to increase readiness for strategic change and incremental improvement.

Identification of the initial issue, opportunity, problem

Additional Data Needed Now? Feedback Data Gather Data

Elements of Vision or Plan: clear opportunity/problem statements, etc.

Organization/group motivated to work

Continue change process - planning & implementation

End Project for now

It Will Not Go the Way You Imagined

Implementation will not go the way you imagined it would. Even if leaders have told themselves this “truth”; it will still come as a shock to experience the confusion, resistance, anxiety, slowness, twists and turns and unanticipated consequences of the change process.

One way of understanding what is happening is the “nose-dive syndrome”; another is in terms of resistance to change.

AS A PARISHIONER, I THINK ST. JOHN’S BIGGEST STRENGTH IS:

AS A PARISHIONER, I WOULD LIKE TO SEE ST. JOHN’S GROW IN THE FOLLOWING AREA(S):

AS A VESTRY MEMBER, MY HOPES FOR ST. JOHN’S ARE:

AS A MEMBER OF THIS PARISH, I SEE THE MOST URGENT NEEDS AS:

ST. JOHN’S EPISCOPAL CHURCH

Vestry

Susan Tusing, Senior Warden • Jim Vassar, Junior Warden

Jerry Coleman, Clerk

Pat Hooten, Treasurer (non -voting)

Ryan Cameron Rachael Peckham

Barbara Becker Cottrill

Susan Dean

Carrie -Meghan Quick-Blanco

Nathan Thomas

Pete Michael Emeritus Webb

Becky Wood

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Vestry Retreat Booklet by St. John's Episcopal Church - Issuu