Introduction

Part One: What Is Strategic Planning?

Chapter 1 The Basics

What is Planning?
Three Questions of Congregational Formation
There Are Different Forms of Planning
What Is Appropriate Planning?
How Much Time Will Planning Take?

Chapter 2: Questions to Ask Before Planning

Will Strategic Planning Fix Our Congregation?
Is Planning Complicated?
What Are the Benefits of Planning?
What Should We Ask Before We Begin?
The Journey Continues

Chapter 3: The Full Planning Process

An Overview of the Planning Process
Phases and Tasks of the Planning Model
Giving Feedback to the Congregation
Engaging In Bible or Text Study

Part Two: Taking the Process Apart

Chapter 4: Phase One: Getting Ready

Congregational Training For Planning
Committee Selection and Training
Needs Assessment

Chapter 5: Phase Two: Collecting Data

What is Data?
Learnings

Chapter 6: Phase Three: Shaping the Future

Mission Statements and Vision Statements
Objectives, Goals, and Recommendations
Board Approval and Referral of Action Plans and Implementation
Giving Voice to the Congregation

Part Three: Issues in Strategic Planning

Chapter 7: Energy to Plan

Pain as Energy Source
Hope as Energy Source
Vision as Energy Source

Chapter 8: Where Does Vision Come From?

A Congregational Theory of Vision Formation
A Pastoral Theory of Vision Formation
A Connectional Theory of Vision Formation
Vision as Meaning We Make Together

Chapter 9: Reading the Congregation’s Culture

Culture and Narrative
Culture and Size
Culture as Tool Kit in the Planning Process

Chapter 10: Reading the Community Context

Time Line
Pin Map
Walk-Around and Drive-Around Exercises
Exploring Network Maps
Interviews with Community Leaders
Demographics and Psychographics
Trends in the Wider Culture

Chapter 11: Spiritual Discernment and Planning

My Desire
Our Desire
God’s Desire
Formal Communal Discernment Methods
Finding Powerful Images

Chapter 12: Key Roles in the Planning Process

The Planning Committee
The Planning Chair
The Pastor
The Governing Board
The Consultant or Facilitator

Chapter 13: Involving the Congregation

Identifying De Facto Leaders
Staying Visible on the Congregation’s Radar Screen
Use of Surveys
Use of Home Meetings
Use of Large Group Exercises
Retreats

Part Four: What It Looks Like in Practice

Chapter 14: Planning in Congregations of Different Sizes

How Size Affects Planning
A Final Note on Size

Chapter 15: Common Driving Issues

We Are About to Expand the Staff.
We Are Overcrowded.
Anticipating a Capital Campaign
Our Long-tenured Pastor is Nearing Retirement Age
We Are Experiencing Tensions Over Growth
We Are in Persistent Decline and Need to Redevelop
We Do Strategic Planning as an Organizational Discipline

Chapter 16: Annual Planning Retreats

Developmental Planning at an Annual Retreat
Frame Bending at an Annual Retreat
A Final Reflection

Resources

  1. Questions for Leaders to Ask Continually Throughout the Planning Process
  2. Questions for Leaders to Keep in Mind When Planning to Plan
  3. Types of Planning
  4. Finding Our Biblical Story
  5. Understanding Your Congregation’s Life Cycle
  6. Healthy versus Unhealthy Conflict Index
  7. A Road Map to the Full Planning Process
  8. Building a Planning Committee
  9. How Many Triangles?
  10. Excavating the Religious Cultures of the Congregation
  11. Generational Watershed
  12. Favorite Hymn Exercise
  13. Wall of Wonder
  14. History Grid
  15. Membership Pin Maps
  16. Whom Do We Draw?
  17. Neighborhood Walk
  18. Network Maps (Ammerman, Carroll, Dudley, McKinney)
  19. Community Leader Interviews
  20. Snapshot Page, Ministry Area Profile (The Percept Group)
  21. Worksheet for Studying Ministry Area Profile
  22. The Abilene Paradox Goes to Church (Jerry Kirkpatrick)
  23. A Short Guide to Lectio Divina (Corinne Ware)
  24. An Oral Tradition Approach to Bible Study
  25. A Time of Centering at the Start of a Meeting (Roy Oswald)

Endnotes

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