My Key Concepts
The purpose of this blog is to promote discussion of some ideas which I think will promote
the development of first world churches, and through debate to improve those ideas. To follow the flow of my logic, read forward
from the first entry;
entries which form the cornerstones of my thought are flagged with "KEY--", and are listed below with a short summary of the key idea. Kindly share your suggestions and improvements with me, and I will adjust the contents accordingly.
Thank you for your participation! (Direct email contact is also welcome.)
- KEY--Why are congregations weak?
(Mostly due to defects in the culture of the judicatory: unclear mission/vision, ineffective structures, misaligned incentives, and lack of support, all of which lead to a low quality "product".) - KEY--Correcting diocesan weaknesses
(A summary explanation of what is involved in correcting those defects.) - KEY--Correcting the weakness of congregations
(How to move away from a "laisser faire" leadership style at the diocesan level in a way that has organisational legitimacy.) - KEY--Setting Targets (Overview)
(Dioceses now measure mostly finances and attendance, if they measure anything. Some suggestions on better measures which should have a cause and effect relationship towards wholistic growth, a Balanced Scorecard.) - KEY--Sample Benefits from a Balanced Scorecard
(Illustrating what wholistic growth would look like: much more than just more money or more people in church!) - KEY--Cause and Effect for Laurentian Congregational Revitalisation
(Shows the linkage between the different strategic activities in Laurentian churches, and growth in organisational, spiritual, financial and participatory health.)
Tuesday, October 04, 2005
Definitions--Implementing the Work of the Diocese
When the time comes to implement a strategic plan, or simply to faithfully perform the work of a diocese, this is how I believe the different actors should perform their roles and invest their resources.
The Role of Management, and especially of the Bishop is to constantly preach the Strategic Plan or its equivalent, that is to say the diocese’s incarnation of the Gospel; to teach the leaders and members of the diocese how to implement the plan, and to transmit what has been learned so far; and to provide encouragement, hope and inspiration.
Diocesan Resources: These should all be channelled to reinforce and accomplish the mission of the diocese as defined by the Strategic Plan. They should be used exclusively for these purposes. All of the rewards and incentives of the organisation, and all of the investments and disinvestments which are made, should be calculated to reinforce the accomplishment of the Strategic Plan.
Leadership: This is the responsibility of all members of the diocese, each in different ways and using their different gifts in different contexts, from the youngest Sunday School member of the smallest congregation to the Bishop. Everyone must exercise their own leadership in their own place, according to their ability.
Learning must be continuous and oriented to strengthening the accomplishment of the Strategic Plan. Everyone responsible for the Plan should share in this learning, but especially Diocesan Council, Management, the front-line clergy and the members of congregations.
The Bishop, the Diocesan Executive Officer and the rest of Management must not get too far ahead of the rest of the clergy and members of the diocese. In other words, the Plan must be implemented fast enough without being so fast that we create resistance, and slow enough without being so slow that we lose momentum.
Currently, nobody knows how to revitalize a diocese except God alone; all of the best and the brightest are only just collecting clues and indicators; therefore we must try to learn from everyone with something to teach, and decide how to apply those tools (or not) in our own context, to the best of our informed judgment. We will often fail, but that will not defeat us!
The Role of Management, and especially of the Bishop is to constantly preach the Strategic Plan or its equivalent, that is to say the diocese’s incarnation of the Gospel; to teach the leaders and members of the diocese how to implement the plan, and to transmit what has been learned so far; and to provide encouragement, hope and inspiration.
Diocesan Resources: These should all be channelled to reinforce and accomplish the mission of the diocese as defined by the Strategic Plan. They should be used exclusively for these purposes. All of the rewards and incentives of the organisation, and all of the investments and disinvestments which are made, should be calculated to reinforce the accomplishment of the Strategic Plan.
Leadership: This is the responsibility of all members of the diocese, each in different ways and using their different gifts in different contexts, from the youngest Sunday School member of the smallest congregation to the Bishop. Everyone must exercise their own leadership in their own place, according to their ability.
Learning must be continuous and oriented to strengthening the accomplishment of the Strategic Plan. Everyone responsible for the Plan should share in this learning, but especially Diocesan Council, Management, the front-line clergy and the members of congregations.
The Bishop, the Diocesan Executive Officer and the rest of Management must not get too far ahead of the rest of the clergy and members of the diocese. In other words, the Plan must be implemented fast enough without being so fast that we create resistance, and slow enough without being so slow that we lose momentum.
Currently, nobody knows how to revitalize a diocese except God alone; all of the best and the brightest are only just collecting clues and indicators; therefore we must try to learn from everyone with something to teach, and decide how to apply those tools (or not) in our own context, to the best of our informed judgment. We will often fail, but that will not defeat us!
Definitions--The Work of the Diocese
Lest anyone complain, let me say it first: I am not a professional ecclesiologist! On the other hand, I hope this might be a helpful reframing of some of the aspects of the work of the diocese in the mission of the Church.
Work of the Diocese: The essential work of the diocese is congregational development, encouraging and enabling congregations and helping them to become more effective and faithful in carrying out the Gospel of Jesus Christ as understood by the Bishop and Synod in their day and age. (This was first stated, to my knowledge, by Robert Gallagher of the Church Development Institute).
Strategic Plan of the Diocese: This is a roadmap for accomplishing the Gospel mission of the diocese, owned by the Synod and Bishop, delegated to be under the responsibility of Diocesan Council, championed and implemented by Management. The Plan should be refined and modified regularly on the basis of the learnings that are made during implementation. (If your diocese has not embarked on a process like this, I strongly recommend it; I have promised a link to the church strategic planning processes I know of...someday).
Every Plan Must have Measurable Objectives so that Diocesan Council can know that it is being successfully accomplished, so that Management can be intelligently supervised and so that Management, Synod Council and Synod can all learn from the results of their efforts (i.e. what works and what doesn’t). The same should be true for parish action plans, so that diocesan resources are fairly and appropriately allocated.
The Strategic Plan must have legitimacy, as must the implementation process, and thus it must continually be taught to and validated by Diocesan Council and Synod.
Stewardship is a crucial tool for translating the Strategic Plan, because it helps the diocese to connect the Plan into the prime values of its members: their time, their abilities, and their money.
The Real (as opposed to Ideal) Mission of the Diocese is revealed by the issues which claim the time, budget and attention of Management, clergy and members. When an organisation is really committed to a Strategic Plan and to accomplishing it, they show real discipline and will probably be accused of being “obsessed” with it. Nonetheless, because the Plan has legitimacy, as a document built with a wide participation and voted on by Synod, those who oppose its implementation have a means of legitimately opposing it through motions at Synod, where issues of real values and real mission can be debated publicly.
Work of the Diocese: The essential work of the diocese is congregational development, encouraging and enabling congregations and helping them to become more effective and faithful in carrying out the Gospel of Jesus Christ as understood by the Bishop and Synod in their day and age. (This was first stated, to my knowledge, by Robert Gallagher of the Church Development Institute).
Strategic Plan of the Diocese: This is a roadmap for accomplishing the Gospel mission of the diocese, owned by the Synod and Bishop, delegated to be under the responsibility of Diocesan Council, championed and implemented by Management. The Plan should be refined and modified regularly on the basis of the learnings that are made during implementation. (If your diocese has not embarked on a process like this, I strongly recommend it; I have promised a link to the church strategic planning processes I know of...someday).
Every Plan Must have Measurable Objectives so that Diocesan Council can know that it is being successfully accomplished, so that Management can be intelligently supervised and so that Management, Synod Council and Synod can all learn from the results of their efforts (i.e. what works and what doesn’t). The same should be true for parish action plans, so that diocesan resources are fairly and appropriately allocated.
The Strategic Plan must have legitimacy, as must the implementation process, and thus it must continually be taught to and validated by Diocesan Council and Synod.
Stewardship is a crucial tool for translating the Strategic Plan, because it helps the diocese to connect the Plan into the prime values of its members: their time, their abilities, and their money.
The Real (as opposed to Ideal) Mission of the Diocese is revealed by the issues which claim the time, budget and attention of Management, clergy and members. When an organisation is really committed to a Strategic Plan and to accomplishing it, they show real discipline and will probably be accused of being “obsessed” with it. Nonetheless, because the Plan has legitimacy, as a document built with a wide participation and voted on by Synod, those who oppose its implementation have a means of legitimately opposing it through motions at Synod, where issues of real values and real mission can be debated publicly.
Definitions--Governance and Structure
Because of the ambiguity present in the Anglican Church today, and because of the varying responses that have been made within the Church to this situation, I have taken the time to outline below the definitions I use for significant terms.
Very little of what follows is “set in stone”, the list is certainly incomplete, and most items will require some improvement and fine-tuning. I apologize to non-Anglicans for what may seem to be my narrow focus. At the same time, I hope that you will be able to "translate" the concepts into your own context, so as to assess their worth.
Management Language: This is NOT the language of Business (although they were the first to use it), but rather the language of all organisations with a mission, and which are held accountable for accomplishing that mission
Anglican Governance: Anglican dioceses are bodies that have one Head (Jesus Christ) embodied in two heads: the Bishop and the Synod, therefore Anglicans tend to speak of being “episcopally led and synodically governed”.
Synod: These are the members and “owners” of the diocese, similar to the shareholders of a corporation. They constitute one of the “heads” of the diocese, with specific rights and responsibilities. (Technically, Synod includes the Bishop, so both of the heads are in fact present). I am told that the historical source for this body in the Canadian church and its constitution is in fact the Canadian or British Parliament, but I do not believe that this modifies the basic role of ownership or final responsibility.
Synod Council or Diocesan Council or Diocesan Executive: This is effectively the Board of Directors of the Diocese, because it is responsible for the affairs of Synod between its meetings, and includes the Bishop.
Diocesan Management Structure (“Management”): These are the people charged with the responsibility for carrying out the mission of the diocese. They are accountable for this to Diocesan Council. As I understand it they include primarily the Bishop, who then delegates certain responsibilities and authorities to the Executive Officer and Archdeacons (plus perhaps the Financial and Stewardship Officers, depending on their roles). Like the CEO of any charitable organisation, the Bishop is accountable for his/her effectiveness in carrying out the diocesan mission, and those to whom the Bishop delegates responsibility are responsible in turn to him/her.
Clergy: These are the primary “managers” of the localized mission of the diocese, exercising a ministry “that is mine and thine” with the Bishop (to quote from the BCP induction service), in cooperation with the lay leadership of their congregation(s).
Congregations: These are the “store fronts”, the “local service centres”, or the “motors of production” of the diocese, where the real work of ministry is done. Congregations are made up of four kinds of people: members, donors, staff (paid and volunteer) and beneficiaries, and any one person can fit within one or more kinds at any one time, and usually does. (The same is probably true of the diocese, if a beneficiary can include either a member of a parish or a recipient of ministry via a diocesan special ministry). Among the most important characteristics of congregations are that they are Spirit-empowered, worshipping, disciple-making and serving communities.
Special Ministries: These are non-congregational ministries that belong to the diocese or at least are exercised under the oversight of the Bishop. They tend to provide a ministry or service that is better done by a group of congregations rather than by any one congregation. They have some of the aspects of a congregation, usually being Spirit-empowered and serving organisations, and sometimes being worshipping, disciple-making communities.
Very little of what follows is “set in stone”, the list is certainly incomplete, and most items will require some improvement and fine-tuning. I apologize to non-Anglicans for what may seem to be my narrow focus. At the same time, I hope that you will be able to "translate" the concepts into your own context, so as to assess their worth.
Management Language: This is NOT the language of Business (although they were the first to use it), but rather the language of all organisations with a mission, and which are held accountable for accomplishing that mission
Anglican Governance: Anglican dioceses are bodies that have one Head (Jesus Christ) embodied in two heads: the Bishop and the Synod, therefore Anglicans tend to speak of being “episcopally led and synodically governed”.
Synod: These are the members and “owners” of the diocese, similar to the shareholders of a corporation. They constitute one of the “heads” of the diocese, with specific rights and responsibilities. (Technically, Synod includes the Bishop, so both of the heads are in fact present). I am told that the historical source for this body in the Canadian church and its constitution is in fact the Canadian or British Parliament, but I do not believe that this modifies the basic role of ownership or final responsibility.
Synod Council or Diocesan Council or Diocesan Executive: This is effectively the Board of Directors of the Diocese, because it is responsible for the affairs of Synod between its meetings, and includes the Bishop.
Diocesan Management Structure (“Management”): These are the people charged with the responsibility for carrying out the mission of the diocese. They are accountable for this to Diocesan Council. As I understand it they include primarily the Bishop, who then delegates certain responsibilities and authorities to the Executive Officer and Archdeacons (plus perhaps the Financial and Stewardship Officers, depending on their roles). Like the CEO of any charitable organisation, the Bishop is accountable for his/her effectiveness in carrying out the diocesan mission, and those to whom the Bishop delegates responsibility are responsible in turn to him/her.
Clergy: These are the primary “managers” of the localized mission of the diocese, exercising a ministry “that is mine and thine” with the Bishop (to quote from the BCP induction service), in cooperation with the lay leadership of their congregation(s).
Congregations: These are the “store fronts”, the “local service centres”, or the “motors of production” of the diocese, where the real work of ministry is done. Congregations are made up of four kinds of people: members, donors, staff (paid and volunteer) and beneficiaries, and any one person can fit within one or more kinds at any one time, and usually does. (The same is probably true of the diocese, if a beneficiary can include either a member of a parish or a recipient of ministry via a diocesan special ministry). Among the most important characteristics of congregations are that they are Spirit-empowered, worshipping, disciple-making and serving communities.
Special Ministries: These are non-congregational ministries that belong to the diocese or at least are exercised under the oversight of the Bishop. They tend to provide a ministry or service that is better done by a group of congregations rather than by any one congregation. They have some of the aspects of a congregation, usually being Spirit-empowered and serving organisations, and sometimes being worshipping, disciple-making communities.
KEY--Cause and Effect for Laurentian Congregational Revitalisation
Understanding the situation of a congregation or a set of congregations in a region in order to create a valid Balanced Scorecard requires a Cause and Effect analysis of the components or actions which lead to the desired results. This analysis is likely to be different in a different region, but I suspect that the core concepts are similar enough that it is worth sharing here. This cause and effect diagram is at least valid in the Laurentian Deanery of the Diocese of Montréal, but likely applies to most of the other congregations in the diocese. You can tell me if it applies to your situation.
- Primary strategic activities are indicated in a heavy solid outline, and secondary activities are in dashed lines
- Activity in each of the four main areas of the Scorecard is indicated with a separate colour; a general “summary” label is added in purple to describe some of the groups of activities (this is not a formal part of the Scorecard, but provides a useful summary of the general objectives and values of the project).
- The starting point, and continual source of refreshment is our God-inspired, shared vision of the future, often expressed in mission planning, and regularly refreshed in Ministry Review activities (both self-review and evaluation by others; at the bottom of the diagram)
- The “core business” of Christian churches is the creation and support of spiritually alive and faithful disciples of Jesus Christ. One of the prime vehicles for this is worship services and fellowship that nourishes people (both members and visitors). As we show in this diagram, Adult Groups for faith-sharing and faith-education are an important component in making disciples and in making the worship and fellowship more meaningful: Christianity is not a Sunday-only activity!
- The worship and fellowship experience is influenced by several important factors including the Organisational Climate in the congregation and the Pastoral Care of Members. Given what we consider to be the generally mixed quality of Anglican worship and preaching, we expect that Leadership Training will be an important factor in making this vital component as effective as it should be.
- We believe that Numbers of Visitors is a direct result of Nourishing Worship and Fellowship; in other words, when a congregation’s Sunday fellowship is dynamic and nourishing, people in the community hear of it. Then, if they or someone they know has a spiritual hunger, they are more inclined to attend. Attendance is also influenced by Building Maintenance, in that well-kept facilities attract people, and run-down ones encourage them to stay away. Finally, the number of visitors can undoubtedly also be increased by active and sensitive marketing efforts, which begin to be worth pursuing when we are sure that the quality of what we have to offer is acceptable.
- The only way to get sustained attendance growth and new members is to have a good stream of visitors, both in total (‘raw” numbers) and in numbers of visitors who live or vacation regularly in the area (“with potential”). From a large stream, some of whom have the potential to become members, some smaller number will continue attending and eventually become members, but only if the congregation has Good Welcoming Skills and, crucially, the Willingness to Incorporate new people into their fellowship.
- New Donors (at least serious donors, with High Average Donations and a higher number of Proportional Donors) are the product of having developed new members, to which is added an appropriate process of Stewardship Education, including talking specifically about money (which is just another aspect of honest Christian disciple-making).
- Good numbers of good donors, who have also considered seriously the question of legacies and gifts, are the only reliable way to get to Healthy Finances. That in turn, is the only responsible way to produce Increased Ministry Spending, greater Generosity and Outreach to the Needy, Sufficient Staff (paid and volunteer), and more than a minimum payment for clergy.
- Pastoral Care of Members is not highlighted and is not considered a Primary Strategic Activity, because it is already so firmly anchored in the culture of the Anglican Church. If anything, our over-focus on caring for those on the inside will likely have to be sacrificed somewhat in order that we can care for those on the fringes of our community.
- Readers will have noticed, of course, that all of the factors identified on this chart are measurable; only the ones which we consider to be critical success factors are indicated; and every one is subject to ongoing review as we go along, and to being replaced by better or more relevent measures as we learn how to do this work better.
Saturday, October 01, 2005
KEY--Sample Benefits from a Balanced Scorecard
There are two key benefits from taking a Balanced Scorecard approach. The first, which I will present in a later post (link), is that it forces us to think in terms of cause and effect: which key measurable activities are causes or at least predictors of the desired finalities? Secondly, it produces a healthy, balanced set of benefits. By contrast, putting the emphasis solely upon giving might produce good financial numbers but neglect the quality of worship or outreach. A "crass consumerist" approach, which worries so many in the mainline churches when they think about "seeker services", might conceivably boost attendance at the expense of watering down the faith.
In the example presented here, the results of our plan to revitalize the Laurentian Deanery should lead to largely positive outcomes in each of the four areas. Here are a few of the highlights:
- Internal Organisational Functioning: The principle increases should come in the area of improving the organisational climate of each of the congregations. This will be achieved through the promotion of a clear, positive, do-able vision and significantly increased leader training (as well as a process of on-going evaluation). The commitment of congregations to welcoming newcomers will be verifiably strong.
- Learning and Growth in Faith: More than three quarters of the number of attendees will be in small groups for faith-sharing and adult Christian education; this can't help but increase the dynamism of people's faith lives and boost the relevance of Sunday worship. We will regularly be investing significant amounts of time in visioning or mission planning, as well as in evaluating the effectiveness of our ministries and providing stewardship education.
- Worship and New Members: Sunday worship services are where we meet potential new members and show them the goodness and the power of God (including what he has done to change our lives). Here we expect to see improvements in the quality of preaching and worship, large numbers of new visitors (see the subsequent post on the three kinds of visitors), significant numbers of new members and new commited donors, and an attendance rate that has doubled. We can also predict that the regularity with which people attend will likely have dropped, as we move from having mostly "the oldest and most faithful members" to having a mix of newcomers and oldtimers.
- The rate of givings by committed givers will have risen, as will the average identified donation, and more of our members will be contributing aconsciously selected percentage of their income. More congregations will have surpluses, and savings and endowments will have risen.
There will be other positive side-effects, as well: clergy and lay leader attitudes and hopefulness should have improved dramatically as they regain a sense of their ability to influence their results and grow in skillfulness; the deanery will have become a cooperative unit, sharing funding on projects of mutual interest ( for example publicity, social action, youth ministries, large-scale rallies, and perhaps even new initiatives or church planting); the diocese's income will go up as congregational revenues go up; it will be much easier to recruit and retain highly competent clergy; and the "buzz" of taking a new approach to Christian ministry will attract those who wouldn't have given the Church the time of day.
There will also be negative consequences, which we are planning for in order to minimize their impact. If the rest of the diocese (or at least the Bishop) is not firmly on board, there will be conflicts and some undermining of our efforts. Undoubtedly, if this has any spiritual reality, there will be significant trials and temptations. Some will suspect that this is just another "top down", authoritarian approach, merely a "cash grab". There will be long and often obscure debates on the theology behind clarifying the organisational structure and the flow of accountability and responsibility....
Thursday, September 29, 2005
KEY--Setting Targets (Overview)
The traditional targets, if any, which dioceses have set for themselves and their congregations are attendance numbers and financial results, both of which are supposed to go up. This is a very limited view, particularly since it doesn't provide any information on how to get to the desired goals.
A Balanced Scorecard, on the other hand, measures a broader basket of issues (normally Internal Organisational Functioning, Learning and Internal Growth in Capacity, Customers, and Finances). In our first draft version (click on the image for a detailed view), we have taken these four issues and adapted them to a congregational setting, using the following four categories of measures:
None of this is of much value, however, unless the measures actually work together to guide the strategy behind the region's growth plan, which is exactly what the Balanced Scorecard is intended to do.
A Balanced Scorecard, on the other hand, measures a broader basket of issues (normally Internal Organisational Functioning, Learning and Internal Growth in Capacity, Customers, and Finances). In our first draft version (click on the image for a detailed view), we have taken these four issues and adapted them to a congregational setting, using the following four categories of measures:
- Internal Organisational Functioning (focuses on Managers (clergy) and "process owners", i.e. those who do the basic work of the Christian Community, i.e. the members)
- Learning and Growth in Faith (combines measures of Adult Groups for faith-education or faith-sharing, visioning activities and ministry review, and stewardship education)
- Worship and New Member Relationships (this is one of the prime settings in which congregations meet and convince new "customers")
- Financial Results (without this, much of the rest is very difficult to produce)
None of this is of much value, however, unless the measures actually work together to guide the strategy behind the region's growth plan, which is exactly what the Balanced Scorecard is intended to do.
Tools for Assessment (3)--Congregational Summary Reports
Every Protestant mainline judicatory that I have encountered gathers some form of statistics on its congregations. Most of them do little or nothing with the data, unfortunately. (Please comment if your diocese uses your stats in useful ways, including your email address, and I will add a page of "valuable exceptions" to my general statement; I am also working to design a Strategic Information Database for the Anglican Church of Canada, which would provide useful analytic reports--more on this in a later post!)
In our work with the Laurentian Deanery, we have tried to identify all of the information which we need in order to identify the potential (internal and external) of congregation. We call this our Congregational Summary Report, and it includes both a text description and the Niagara Assessment as described before, as well as the more statistical data, falling into the following general categories:
In our work with the Laurentian Deanery, we have tried to identify all of the information which we need in order to identify the potential (internal and external) of congregation. We call this our Congregational Summary Report, and it includes both a text description and the Niagara Assessment as described before, as well as the more statistical data, falling into the following general categories:
- Attendance (Average Sunday Attendance, Persons in Adult Faith-Education or -Sharing Groups, Sunday School Attendance, Total Visitors of All Kinds and With Potential to Become Members, and trends; it should show the average age distribution of attenders)
- Membership (Total members, New Members in the Last X years, Average Loss of Members per year, Age Distribution of Members, Trends)
- Givings (Identified Givers and Average Contribution, Committed Givers (envelope or known to be regular) and Average Contribution, New Givers per year, Total Givings and Total Committed Givings)
- Finances (Revenues, Percent of Revenues by Source, Expenses, Percent of Revenues Given Away, Savings, Savings as a Percent of Expenses, Endowment, Debt, Trends, Value of All Assets, Regularity in Paying Assessment, Percent that Salaries are above Minimum)
- Demographics for both the Primary and Secondary Catchment Areas (Census data on Number of Residents and their Average Family Income, Number of non-Census Weekenders, if applicable and theirAverage Family Income, Age Distribution of Primary Census population)
- Other Churches (How many, and what average attendance)
- Quality (Rating scales for Welcoming, Preaching, Congregational Climate, Pastoral Care, Building Maintenance, Care of the Needy; should have Worship Quality)
- Miscellaneous (Seating capacity, Attendace season)
Tools for Assessment (2)--Niagara Viability Assessment Tool
To be fleshed out once permission received.
Tools for Assessment (1)--Text description
To assess a congregation requires asking the right questions. We decided to focus on a summary of the key issues:
- The mission of this congregation; this could be a summary of the vision statement, or a short mission statement, or simply a summary of what seemed to be motivating people. If there isn't much there, we want that to show. If there is something, we want it to motivate the members and the leaders and to guide their every decision!
- Areas the leadership of this congregation is most interested in improving right now, i.e. their top priorities.
- The specific objectives they have set themselves, with a quantifiable target. This was developed before the Balanced Scorecard came into being, and might be dropped. On the other hand, few congregations will be able to focus on more than 6 key measures from the BSC, and this would be a way of selecting the most important ones.
- The Strengths, Weaknesses (both internal) and the Opportunities and Threats (external) specific to this congregation.
- Recent activities: what did they do in the last year that provided major support for their mission? If nothing, it is helpful to know. If what is presented is feeble, the person working with the form will see that, and may be spurred to do better in the future.
- Culture: Current and Desired. We hope that a description of the desired culture will permit the leadership and the membership to know what they are building towards. It is like a vision statement (5-10 years into the future), but describing more specifically the culture of the congregation.
KEY--Correcting the weakness of congregations
The essence of correcting the weakness of congregations is a) moving away from a "laisser faire" leadership style at the diocesan level, and b) doing so in a way that has organisational legitimacy.
A study on the state of congregations in Québec by the Partnership for Church Development found that the laisser faire style was common throughout the Roman Catholic and Protestant mainline denominations, and I have no reason to believe that this is not the case in the rest of Canada, and perhaps in the US as well. When taking this approach, diocesan leadership takes a "hands off" approach to much of the work of congregations, other than supervising the broad strokes of diocesan policy. It provides minimal support for pastoral staff (leading in some situations to a high rate of burnout and other disability claims), and certainly little encouragement for growth or improvement in congregations.
Laisser faire management is likely, at least in part, a reaction to past forms of leadership which have been autocratic, arbitrary or otherwise lacked legitimacy. When a diocese has a clear and broadly-accepted vision or mission, however, it also has the legitimacy needed to begin to implement changes in culture and congregational expections, providing they are aligned with the diocesan mission.
In this context, working to encourage healthier congregations involves several basic steps, which will be outlined in later posts; we believe that this work is best done in deanery or archdeaconry groups, because it re-inforces the relationship of responsibility and accountability from Bishop to Archdeacon (to regional dean/supervisor?) to clergy to congregation :
A study on the state of congregations in Québec by the Partnership for Church Development found that the laisser faire style was common throughout the Roman Catholic and Protestant mainline denominations, and I have no reason to believe that this is not the case in the rest of Canada, and perhaps in the US as well. When taking this approach, diocesan leadership takes a "hands off" approach to much of the work of congregations, other than supervising the broad strokes of diocesan policy. It provides minimal support for pastoral staff (leading in some situations to a high rate of burnout and other disability claims), and certainly little encouragement for growth or improvement in congregations.
Laisser faire management is likely, at least in part, a reaction to past forms of leadership which have been autocratic, arbitrary or otherwise lacked legitimacy. When a diocese has a clear and broadly-accepted vision or mission, however, it also has the legitimacy needed to begin to implement changes in culture and congregational expections, providing they are aligned with the diocesan mission.
In this context, working to encourage healthier congregations involves several basic steps, which will be outlined in later posts; we believe that this work is best done in deanery or archdeaconry groups, because it re-inforces the relationship of responsibility and accountability from Bishop to Archdeacon (to regional dean/supervisor?) to clergy to congregation :
- Assessment of the potential of each congregation
- Internal potential (including perhaps a rating of mission, finances and leadership)
- External potential (market potential: how many people in the target population which this congregation is trying to reach are there who are not yet affiliated with a congregation? What is the current normal "market penetration" that can be expected?)
- Formulation of the SWOT (strengths, weaknesses, opportunities and threats) at work in this region
- Some structured prayer and discernment by the local clergy and lay leaders, and likely the congregation as a whole, leading to a decision: are we willing and committed to growth?
- Establishing some realistic but challenging "stretch targets"
- Planning for growth (based on the regional SWOT and data on each congregation):
- What are the highest priorities?
- What are the cause and effect relationships which will lead to the desired results (stronger, more faithful and effective congregations; see later posts on the Balanced Scorecard)
- What changes will produce the greatest results in the shortest time?
- Aligning the regional and diocesan culture and rewards system to reinforce progress towards the targets which have been set, and nowhere else
- Regular evaluation and re-adjustment
- The whole purpose of this process is to produce a learning organisation which knows how to produce the results for which it exists (its mission)
- There must be benefits for all levels of the organisation: new members benefit from the Gospel; old members benefit from new life and new leadership; the congregation as a whole benefits from increased attendance and higher revenues (as a start; see the later post KEY--Typical Expected Benefits); the region has increased vitality and greater investments; the diocese has greater vitality, a larger pool of potential leaders, and higher revenues. (There are, of course, costs, and there will naturally be resistance, but that is a secondary, albeit important, change-management issue)
Wednesday, September 28, 2005
A Simple Suggestion for Rating Worship, Preaching and Welcoming
For years I have heard the objection that "you can't measure how 'good' worship is", and that "good preaching is very subjective". I agree. But we still need to know whether we are succeeding at it, so here is a simple, two-stage idea that we hope to try out soon. The key issues are to know whether we are meeting the needs of our current "clients" (our present worshippers) and our "potential clients" (the people who could begin attending). We are seeking to be "client-oriented", while remaining faithful to the message of the Gospel. (I know that this may seem like shocking language, but the major issues are likely to be whether the content is made relevent and is well-presented; the Gospel is timeless and has a power to change lives all by itself...and we are charged with being its ambassadors).
- Create a baseline and assess the congregation's opinion by handing out a short survey after worship for three or four Sundays in a row. Ask 4-5 questions, and invite comments: "On a scale of 1-5 where 1 is Very Poor and 5 is Excellent, how would you evaluate the following parts of today's service: Music (quality, selection, type, other); Sermon (clarity, contents, relevance, length, other), Worship Service (helped you worship, understandable, relevent, other), .... What suggestions or other feedback would you have for us? Thank you for your time!" Provide pens and ask people to fill it in before leaving, unless they filled it in before the service in a previous week. Tally, report and study the results. Adjust as needed, of course!
- Provide the same survey to every visitor, along with a self-addressed, stamped envelope (SASE). Ask for a few details about whether they live close enough to the congregation to consider attending regularly, whether they had attended before, what their denomination of origin is, how they heard about the congregation, etc. Have the SASE go to an address at the diocese, and mention that only a monthly summary will be provided to the congregation, and therefore that they will not be identifiable individually. This way, you can find out what your potential members think of your "product". A good portrait should appear over time.
KEY--Correcting diocesan weaknesses
Here is an overview of how we believe dioceses can respond to counteract the problem of congregational weakness...in other words, to promote the growth of faithful and effective Christian congregations.
- Develop and adhere to a clear and simple mission (what we are supposed to be doing in the present) and vision (what we hope to be and be doing in X years). Make this central to the culture of the diocese; it should be the localized expression of "the Gospel of Jesus Christ for us in this diocese". The exercise of gathering to debate the contents of this statement, and then publicizing and building support for it in the diocese, will help to focus attention on the highest priority issues for you. It should define the desired results of faithful and effective ministry in the diocese. (Strategic planning processes in general may be of interest; I hope someday to create a list of some of the diocesan strategic plans I have found on the web. If you want something sooner, add a comment to that effect).
- Clarify your lines of responsibility and accountability. I suspect that it is actually unclear who is in charge (and in charge of what) in dioceses, and they are seldom held accountable for very much.
- Let me explain that rash statement! I am fairly certain that Bishops are held accountable for being "nice" or "fair" to clergy and congregations, and financial officers (and perhaps Bishops) are held accountable for balancing the diocesan budgets. But, theoretically at least, Bishops are accountable for the promotion of healthy congregations, for increasing the spread of the Gospel within the diocese (increased attendance being one measure), for high quality worship and preaching of the Word, and for respectable levels of giving and generosity by members. (If not them, who else? For members of denominations without bishops, who is the senior manager responsible for getting the "results" that your judicatory values?)
- But then, even if we admit that the Bishop (or equivalent) is responsible for these "results", to whom will s/he delegate that responsibility? The archdeacons (episcopal vicars, regional supervisors) should carry that responsibility and be held accountable for it, to my mind. Clergy should be accountable to them, with specific responsibility for producing the appropriate "results" in their congregation(s). More another time; I realize this is a radical concept in today's church, and I think that is a problem! Without clear responsibility and appropriate resources (see 4), there can be no accountability, and there will likely be few results.
- Incentives for the desired "results": this is really a question of ensuring that the diocesan "reward system" is aligned to produce what is really desired, and it operates on the theory that systems produce what is rewarded.
- It involves both the formal system of incentives and rewards (salary, perks, titles, time off in lieu of overtime, transfers and promotions) and the informal operation of the diocesan culture (including (positive) attention from senior leaders, write-ups in the diocesan newspaper, admiration of one's peers, new opportunities, being referred to as an expert in something, being assigned to the "plum" committees, ...).
- It also involves the proper use of disincentives and "punishments": being "called in to see" the Bishop or Archdeacon, not being recommended for a key position or committee.
- Lots of this obviously operates already. But is it all aligned so that the desirable results as defined by the diocesan vision are being reinforced and negative outcomes are being discouraged? Let me use an extreme example: the priest of a parish states openly in clericus that "at least there will be enough savings to pay my salary until I retire" and, beyond some sputtering by the archdeacon, the situation is tolerated (in a situation where the priest has, or had, a great deal of potential, and the parish has lots of room for growth). Another, more typical example: mediocrity is tolerated, even rewarded, because there is really no encouragement for growth or change. (More on how to promote and focus change in a later post, under Goal-setting and Balanced Scorecards)
- A closely-related issue is support and investment for growth. At one extreme, this can be seen in the observation that one of the reasons mainline churches have not grown since the 1960's is due to a lack of church planting (Compton, 2003; Rekindling the Mainline: New Life through New Churches; see Review). At a more basic level it is the simple allocation of time to promoting growth in congregations with potential rather than chasing after the "problem children" congregations and clergy who always need or want attention.
- Appropriate investment can involve judicious investing in consultants or trainers or interim clergy to help initiate change, and then having the time to follow up and ensure that the change continues. (Do the archdeacons or the regional supervisors have the time to do the job that needs to be done and for which they are (theoretically) responsible?). What I have seen looks more like investment to avoid collapse; the funds which are available are invested in subsidizing repairs for any congregation which cares to apply ($300 here, $1,000 there, trying to be "fair"), or paying for continuing education courses which are unrelated to the desired results in the congregation.
- Appropriate investment also involves learning to plan, to measure, to set targets and to evaluate whether those targets are being met in such a way that everyone learns and everyone can grow in effectiveness. Proper investment is a matter of on-going discipline, and while not easy, should be possible.
- The question of measurement and "desirable results" takes us finally to questions of quality. A high quality product can be defined as one which a) Respects the organisation’s mission and mandate and builds on it, and b) Meets or exceeds the customer’s expectations at a price that s/he finds attractive. When dioceses care enough about their ministries to measure whether or not they are achieving them, they will invent simple and effective rating systems. (See A Simple Suggestion for Rating Worship, Preaching and Welcoming). And when the diocese (in all of its forms, but mostly through the supervising archdeacon or regional minister) invests its best resources (mostly time and training, but also grants and subsidies and other rewards) on the congregations which have the greatest potential and are making progress towards realizing that potential, then congregations will start to improve. (After all, it is also in their interest to attract and retain new members and donors...).
KEY--Why are congregations weak?
It is very important to understand why mainline congregations in Europe and North America are currently so weak. (Please notice all of the limitations in that sentence. I don't think that we can suggest that, overall, Evangelical or Pentecostal congregations are weak in North America, and presumably not in Europe either. For a more complete discussion, see the Strategic Forecast: Christian Churches in Canada).
In general, most in the Church have either blamed the cultural shift away from Christianity (thus the decline of Christendom) or the lack of faith/error in beliefs of mainline Christians. These may not be wrong, but they are not sufficient explanations. In particular, they don't give us many clues about what we might do about the situation.
My archdeacon wife and I propose the following causes of weakness:
It is worth noting that the only weakness from our list which is at the congregational level is actually the result of the weaknesses higher up the list. By "a (generally) low quality product (worship, fellowship and faith development)", we mean that we can't count on congregations to provide worship and fellowship (Sundays and during the week) which nourishes people. We can't count on congregations being (visibly) spiritually alive and faithful. This issue comes up whenever we need to refer a person to a congregation in another part of our diocese, in another city, in another province.... It comes up when we think about attending the local congregation while we are on vacation.... What are the odds that, if someone we care about shows up at a given congregation on a particular Sunday, that they will participate in meaningful worship, be met by vibrant, sensitive Christians, be welcomed and cared for? Not good, in our experience. And all of this, as later posts will show, can be powerfully influenced by the diocesan leadership through its mission, its structures of accountability, its internal incentives and reward systems, the support it gives and the investments it makes.
Thus, the real "system" for effecting change in congregations simply has to include the diocese. Anything less leads to an incomplete analysis. In this, I wholeheartedly support what I have seen of the work of the Church Development Institute.
All of this leads us to believe that the congregational development movement, while enormously fruitful so far, has a fundamental flaw in at its centre: it is congregationalist, in line with the mood in the American Church at the time it was founded. However, the properly-functioning, healthy and effective Church has almost always been, with good reason, "diocesan", in that it functions as a body of many congregations. More on this in another posting....
In general, most in the Church have either blamed the cultural shift away from Christianity (thus the decline of Christendom) or the lack of faith/error in beliefs of mainline Christians. These may not be wrong, but they are not sufficient explanations. In particular, they don't give us many clues about what we might do about the situation.
My archdeacon wife and I propose the following causes of weakness:
- Unclear mission and vision in the diocese
- Ineffective structures in the diocese for:
- Responsibility and accountability
- Supervision, improvement and learning
- Few incentives in the diocese for creativity, initiative, risk, change, growth
- Lack of support and lack of investment of resources for growth in the diocese
- Planning, focus, discipline, measurement, targets, evaluation…
- A (generally) low quality product (worship, fellowship and faith development) in the congregation
- …that is being poorly promoted at either the congregational or diocesan level
It is worth noting that the only weakness from our list which is at the congregational level is actually the result of the weaknesses higher up the list. By "a (generally) low quality product (worship, fellowship and faith development)", we mean that we can't count on congregations to provide worship and fellowship (Sundays and during the week) which nourishes people. We can't count on congregations being (visibly) spiritually alive and faithful. This issue comes up whenever we need to refer a person to a congregation in another part of our diocese, in another city, in another province.... It comes up when we think about attending the local congregation while we are on vacation.... What are the odds that, if someone we care about shows up at a given congregation on a particular Sunday, that they will participate in meaningful worship, be met by vibrant, sensitive Christians, be welcomed and cared for? Not good, in our experience. And all of this, as later posts will show, can be powerfully influenced by the diocesan leadership through its mission, its structures of accountability, its internal incentives and reward systems, the support it gives and the investments it makes.
Thus, the real "system" for effecting change in congregations simply has to include the diocese. Anything less leads to an incomplete analysis. In this, I wholeheartedly support what I have seen of the work of the Church Development Institute.
All of this leads us to believe that the congregational development movement, while enormously fruitful so far, has a fundamental flaw in at its centre: it is congregationalist, in line with the mood in the American Church at the time it was founded. However, the properly-functioning, healthy and effective Church has almost always been, with good reason, "diocesan", in that it functions as a body of many congregations. More on this in another posting....
Saturday, September 24, 2005
Objectives of this Blog
I am convinced that mainline denominations, at least in Canada but likely in other countries as well, could do a much better job of supporting their congregations and promoting their growth in faithfulness and effectiveness than they presently do. The result would be much higher vitality for congregations (which can be measured along a variety of factors), significant improvements in the situation of judicatories (dioceses, presbyteries or regions), and, most importantly, more individuals touched by the Gospel of Jesus Christ and more communities benefiting from caring Christians.
To that end, I will be posting here a series of resources (links, articles, discussions) related to the issues which I think are essential to the successful development of judicatories and their congregations. I hope that this will contribute to the what we know about creating vibrant Christian communities; I offer it all to the glory of God, and invite reader comments and suggestions.
To that end, I will be posting here a series of resources (links, articles, discussions) related to the issues which I think are essential to the successful development of judicatories and their congregations. I hope that this will contribute to the what we know about creating vibrant Christian communities; I offer it all to the glory of God, and invite reader comments and suggestions.
Copyright 2005, Mark Gibson (email at markagibsoncan@gmail.com) |