The demise of long-range planning

I was schooled in the practice of “long-range planning” in the late 20th century that called on organizations to plan 5, 10, and 20 years out.  We actually sat in board rooms in the 1990’s, planning for 2020–that far off reality in a new century (oh, the humor and hubris of thinking we could wrap our head around a reality so far off!).  Frequently, major decisions were relegated to the annual strategic planning event that took managers and leaders out of their context, created turf battles for expected budgetary implications, and silo-ed the decision making away from the contextual realities of new pressures from the community and culture, and immediate changes in resources.   The results of the long range planning were proudly bound in a beautifully prepared binder, never to be referred to again.

In today’s context, planning and decision making needs to be continuous, nimble and able to pivot with changes in culture, attitudes and, unfortunately, a simple tweet.   I try to study and learn from large companies and small non-profits that are learning what this new expression of strategic planning looks like. One thing is sure….it looks differently for different organizations, rather than being a one-size-fits-all methodology.  Nonetheless, there seems to be some best practices associated with each contextual methodology:  decision-making is taught and valued, organizational learning is on-going, “global” thinking is more important than silo-ed protection, strategic planning is continuous rather than annual, and reviews are about outcomes.  Overall, planning is driven by issues rather than by units within the organization.

What are the implications for the decision-making leader in these new days of planning?

1. Be deliberate and intentional about the decisions I make and how I make them,

2. Check my own assumptions and biases which drag me back to the familiar, and

3.  Be intentional about learning more about continuous issues-focused planning and how different it is from traditional strategic planning.

 

 

College-on-call: How your local university or community college can help your non-profit or church

You don’t have to be a “university church” with a major university in your backyard for your church to  benefit from the resources of higher education.  With online classes, resource-rich websites and mobile faculty, the benefits to your church or non-profit might be just a click away.

Frequently, congregations and non-profits try to solve problems and look for answers using a familiar and well-worn set of assumptions and “we’ve done it this way” practices that limit new possibilities.  Chances are, there are other minds researching and thinking about these things in different contexts and disciplines in your area community college or university..  The church’s question, “What do younger generations think about this?” can be answered by undergraduate student surveys, sociological demographic research or business marketing faculty.  The non-profit’s question, “What services do older adults or impoverished populations really need in our community?”  could be explored with social work faculty or the university hospital staff.  The non-profit’s question, “What should be our strategic plan for partnering with our community?” could be deepened with a conversation with the extension office or the business college at the university.  The church’s question, “Who can take us to a deeper understanding of church history or the Bible?” can be answered by a faculty member from the history or religion department who is eager to share their wisdom and emerging research.

As a clergyperson who served a university church, I was constantly amazed at how eager university personnel was to partner with our congregation in imagining shared goals and projects.  With university partners, we envisioned and created an all-community learning event with Dr. Phyllis Tickle that brought together area churches, congregations, scholars and college students to explore a common topic of interest, “What is the future of faith?”  At another time, we invited a history department scholar, Dr. John Wimmer, who is one of the foremost experts on Francis Asbury (the American “founder” of our denomination) to speak at the church–little did we know he was in our backyard!   Later, our annual conference hired faculty from the university social work and finance departments to conduct a survey on economic issues facing clergy.  They could later use their research to publish and present in their own fields.  It was a win/win!

Now, as a doctoral candidate in Educational Leadership at the university, I’ve seen many grad students searching for organizations to analyze, staff to interview, and programs to research.  Just offering your church or non-profit to programs such as these results in studies and conversations that are free to you and provide the benefit of outside expertise from emerging scholars.

Here are some other ways your regional college or university can be on-call for you:

  • Libraries–Take advantage of the space, the “vibe,” the scholarship, the resources that are right there for new learning and dreaming.
  • Free classes–Look around the library and the university websites and watch for speakers, topics or seminars that offer you everything from learning the bells and whistles of Excel spreadsheets to understanding more about politics in your region to discovering what makes Generation Z tick.
  • Student gathering “zones”–Want to know what younger generations are thinking and feeling?  Spend time with them.  Do your office work in a student union or cafeteria.  Observe and listen.  Engage and ask.  You’ll be amazed what you learn.
  • Journalism and marketing programs–Journalism and marketing students are always in need of projects, quick articles, and programs to be marketed.  This is free media for your church or non-profit.  Every time a journalism student asked for an interview or story about our university church, the only “ask” I had was that they send me the story or link so we could post it on our organization’s website.  It was much more professionally done than we could do, and the labor was free!.  
  • Faculty expertise–Strategic planning help needed?  How about new models of adult education or curriculum writing?  What about demographic studies of your county or social services?  There’s a faculty person at your regional higher education institution who is studying this stuff way more in depth that you have the time to study.  If you ask one faculty member, and they are not the right fit, they will be happy to guide to you another colleague.
  • Graduate student projects–Frequently, graduate students are not from the community where they attend university.  And yet, they are often required to find non-profit and service related organizations to analyze and survey.  Call the graduate studies program or service learning program at your regional college.  Ask for references of university programs who have projects related to your organization such as public health, social work, non-profit entrepreneurship, marketing, and educational leadership.  Again, this is a free service that often results in reports and studies that can really benefit your organization.
  • Interns, interns, interns–Often, churches will assume that the only interns they can seek out are pre-ministry candidates.  Not necessarily so.  Our university church had internships for marketing, communications, accounting, and education that drew students who wanted to be in a service organization…just happened to be a church.  Most Generation Z students (those born after 1996) want to (and need to) find paid internships in college.  While not absolutely necessary, there might be some funders in your organization who are eager to link young adults to your mission and contribute to their future success!

These days, national funding organizations are seeking grants which are rich in collaboration and cross-discipline partnerships.  Start practicing the power and potential of community collaboration by building a strong bridge between your regional higher education institution and your church or non-profit.  You’ll be amazed at the possibilities!

What is a Professional Coach?

A professional, certified coach is someone who has been trained, assessed, coached and credentialed for coaching individuals and organizations for greater potential and performance.  I am an Associate Certified Coach (ACC) through the International Coach Federation, which is an international credentialing and resource organization for professional coaches around the world.  With these credentials, I met the standards of training, being mentor coached, passing an assessment and regular accountability with this association.  I also must uphold an ICF Code of Ethics as a member of this association.

Coaches are not counselors who focus solely on growth areas which need to be addressed. Coaches are also not consultants who offer expertise or advice as an expert.  Coaches walk alongside with us, ask powerful questions, listen deeply, and help us maximize our strengths for greater potential and performance.  I work with individuals as a life or professional coach.  I also work with nonprofit organizations and congregations.  In that wonderful work, you set the agenda and discover your own truths.  I’m here to help you with it!

Coaching has so many benefits!   You can click here for many FAQ’s about starting up a coaching relationship.  Typically, individual coaching is 30-45 minutes twice a month.  Group coaching is determined and designed around objectives and outcomes.  I can tell you more about pricing and contracts after a consultation and free session to experience coaching.  It’s all about the relationship and the resources.  Let’s start first with hearing from you!

icflogocolor

Season of “YES!”

“What will you do then?” was the question my Bishop asked when I said that, after thirty years of parish ministry, I was not interested in another appointment.  For at least six years before that conversation, I had an unsettling call from the “knowns” of parish life, parsonages, board meetings and preaching that I had enjoyed as a first-career clergywoman.  I had always wanted to teach and, while I found many opportunities in the parish to enjoy the teaching office, I was discerning a call to do that in a new setting.  With research and scholars.  With undergraduate and graduate students.  I was being called to retool my ministry to go out into the world; specifically, the world of higher education.

So I set off on a completely new journey.  A sabbatical.  Not one, not two, but three years.  That wasn’t the plan, but that’s how this time of retooling has unfolded.  It has been a time of reflection, healing, and resting.  It has also been an exhilarating time of new relationships, weekends with my family, and retooling a career of leadership, administration and ministry for opportunities to influence and shape new generations of scholars.  Over these years, I’ve worked on a doctorate in educational leadership and been certified as a professional coach.  In so many ways, my local church ministry has prepared me for this time to make the world my parish.

I’ve learned so much in what I call this season of “YES!”  After working so hard over thirty years of parish ministry to learn how to say “No” for the purposes of delegation and time management, I’m practicing saying yes to new encounters and learning experiences.  Here are just a few of my learnings in this season of “YES!”

  • Set goals.

Making a transition from the known into the unknown causes you to lay aside old markers of progress that formerly helped you to measure success and growth.  To retool for a new season of ministry, I had to leave old markers like the formality of appointments, charge conferences, and data reports to the informal feedback from the morning sermons or phone call about a decision I made.  I didn’t realize how these markers of progress were circadian rhythms that had shaped not only my professional life, but also my physical, spiritual and relational life as well.  Setting new goals with the help of a coach created new measures of movement and assured that the time didn’t feel wasted or unconstructive.

  • Prepare financially.

I wish I had done this better prior to moving into this season of retooling.  However, I quickly saw myself exercising my fund development gifts that I had cultivated as a parish pastor.  Only now, the vision was my own and the funds developed were for pursuing a terminal doctoral degree along with my living expenses.  The process of fund development including scholarships, fellowships, grants and loans provided me with an opportunity to hone my vision and practice articulating it to others.

  • Rest.

I had not realized what a 24/7 demand parish ministry had on me physically and emotionally.  As a clergywoman and single mother, my schedule revolved around the rhythms of church and young children.  I had to newly discover what my schedule was while cultivating new patterns of play, recreation, rest, and relating with others.

  • Be open to new communities.

Parish ministry is instant community….just add (baptismal) water.  That instant community can bring safety, security, and most certainly, identity.  I had to learn how to “date” new friends from new communities and become vulnerable when my identity was no longer “Rev.”  It took risks and vulnerability to enter new communities-I instantly learned why it’s so hard for newcomers to come into the church.

  • Be aware of the undertow of familiarity.

Just like the Hebrew people complained during the Exodus that the familiarity of making bricks in Egypt was better than the unknown of the wilderness, there is a great undertow that will try to draw us back into where we’ve been.  This was especially significant during the seasons of Advent and Lent and clergy moving time.  I quickly discovered that every institution has its calendared rhythms, and it has been gratifying to learn about those and find myself living those new patterns.  Having covenant partners who have made these transitions in their past helps me navigate the undertows, and gives me strength to stand when the waters of the familiar tug at my feet and heart.

Shortly after announcing my call to retool my call to ministry, my 90-year old grandmother asked me, “What are you now?”   She had been instrumental in encouraging my youthful call to ministry and beamed every time she introduced me to her friends as, “my granddaughter, THE United Methodist pastor.” She wasn’t the only one who asked that question, though.  My daughters had never known a time when their mother wasn’t their pastor.  Most of my adult friends always knew that I’d be at home on a Saturday night polishing up a sermon, instead of going out with the gang.  How liberating it has been to shift the question from “What are you now?” to “Who are you becoming?”  That answer hasn’t changed.  I’m still answering my call to ministry for Jesus Christ, just in a new place, and in new wonderful ways.