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Leadership Council

Lay Leader (AT Focus) Co-Chair

Secretary

Lay Member to Annual Conference

Treasurer

Trustee Exec. Officer

Finance Lead

Administrative Team Representation

Staff Parish Lead

Lay Leader (MT Focus) Co-Chair

Service Rep.

Inviting/ Marketing Rep.

Spiritual Growth Rep.

Worship Rep.

Ministry Team Representation

Responsibilities: • Charge Conference • Budget Approval • Dashboard Review (Stats, Target Trends, Vital Signs) • Review of New Attendees • Alignment/Accountability of Mission, Vision & Values • Strategic Direction • Goal Setting

Fellowship Rep.


Ministry Team (MT)

Lay Leader (MT Focus)

Worship

Spiritual Growth

Fellowship

Service

Inviting/Marketing

Worship Team Leader

Adult Education Leader

Pastoral Care Leader

Missions Leader

Communications Leader

Music Director

Children’s Education Leader

Fellowship Leader

*Ministry Teams have been grouped according to our Core Faith Practices in our Mission Statement **Staff are shown in purple boxes.

Director of Youth Ministries

Pastor of Young Adult & Cross Cultural Ministries

Responsibilities: • Plan and coordinate ministry programming according to the core faith practices in our mission statement and in alignment with our vision.

Inviting Leader

Communications & Office Manager


Administrative Team (AT) Lay Leader (AT focus) Lay Mbr. to Ann. Conf.

Secretary

Trustee Exec. Officer

Trustee Oper. Officer

Trustee Finan. Officer

Staff Parish Lead

Staff Parish Asst. 2

Staff Parish Asst. 3

Finance Lead

Finance Asst. 2

2015

2016

2017

Lay Member to Annual Conference

Lay Leader (AT Focus)

Secretary

Trustee Executive Officer

Trustee Operations Off.

Trustee Financial Officer

Staff Parish Asst. 2

Staff Parish Asst. 1

Staff Parish Lead

Finance Asst. 1

Finance Lead

Finance Asst.2

Finance Asst. 3

Treasurer

Treasurer • 3 year term-renewable 1 time; must take 1 year off before assuming another position • At least 1/3 of APT must be men and at least 1/3 women; at least one member should be <30 years of age

Responsibilities: • Carry out the administrative functions related to building and grounds, personnel, and financial matters in accordance with our vision.


Committee on Nominations & Leadership Development

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2015

2016

2017

Volunteer

Volunteer

Volunteer

Volunteer

Volunteer

Volunteer

Lay Leaders (AT & MT focus) are members of this Committee as long as they are serving in their position Pastor is Chair of this Committee


Leadership Council Annual Cycle of Work June

Leadership Council, AT, MT Leadership Development & Planning Day

August

Budget Approval Charge Conference Prep

October

Charge Conference Meeting

December

Check-in on goal progress

January

Leadership Council, AT, MT Spiritual Leadership Retreat

May

Goals set to drive budget & team action steps Spring Charge Conference Meeting to elect leaders

*Develop Long Range Strategic Plan/Set Assessment Schedule


Administrative Team Annual Cycle of Work June

Leadership Development Retreat (w/ Leadership Council & MT)

June

Pledge Appeal Solicit budget requests from new team leaders Annual Staff Reviews & recommendations for salary change for next FY (Office Staff, Youth, Music) Revise Staff job descriptions as needed

July

Collect & Analyze Pledges Collect budget requests from team leaders and compile budget Receive Audit Report Complete Leadership Report Evaluation of the Pastor & approval of Salary for January Approve SPRC Charge Conference Forms (Pastoral Salary, SPRC Report) Determine annual cycle of building & grounds work, schedule for work days & any set work for next fiscal

year Set Action Steps based on approved Leadership Council goals for next FY August

Upload Organizational Chart of Leadership on Website and Bulletin Start Personnel Policy Review Reminders sent to people w/ outstanding pledges Approve Budget and recommend to Leadership Council Approve Trustee Charge Conference Forms

September

3rd period giving statements (May-Aug.) mailed/emailed 1st Finance Presentation to congregation with new budget Annual Memorial Dream list from all teams (things people want in the budget but didnâ&#x20AC;&#x2122;t fit)

October

Procedure set for Stewardship Campaign

November

Staff Check-ins (Office, Youth, Young Adults, Music) Review compiled evaluation report for Pastor from District Superintendent Approve Personnel Policy (if needed) Complete Pastor Consultation Form (due December 15)

December

Schedule and plan for an Estate & Will Planning event for congregation UUMC Staff Appreciation Parsonage Inspection Report w/ SPRC, Trustees due December 15


January

Spiritual Formation Retreat (w/ Leadership Council & MT)

January

2nd Finance Presentation to Congregation (Focus TBD) Calendar Year-end Giving Statements mailed/emailed & 1st period (Sept.-Dec.) Examine income from investment funds & determine use (request or reinvest) Audit Process initiated Start Safe Sanctuary Policy Review Start Review Trustees Building Use Policy & Fees Start Review Finance Policy

February

Approve Safe Sanctuary Policy Approve Trustees Building Use Policy & Fees Approve Financial Policies

March April

Budget Assessment – Over/Under; Check-in with current leaders Visions, Dreams & Critical Next Steps (Trustees, SPRC, Finance) Analysis of building & grounds wishlist—set long & short term priority status to projects (assess timing and add new projects)

May

3rd Financial Presentation to Congregation (Focus TBD) 2nd period giving statements (Jan.-April) mailed/emailed Preschool Teacher Appreciation Breakfast

ONGOING:

Make and Maintain Trustee Work Log (what’s broken and when it’s fixed; should be electronic and emailed monthly to AT) Review and recommend work needing immediate attention and projects that can be scheduled for monthly work days Coordination/Management of bids Grounds Maintenance Monitor/Manage Service Contracts Treasurer accounting for income & expenses Tracking of trends in income & expenses Monthly Treasurers Report distribution

Anything in Bold type requires an AT meeting and collaboration

Leadership Council Organizational Chart