Census 2010 Management Practice Test

Description

Census 2010 Management Practice Test document sample

Document Sample
scope of work template
							Notes about this census:
Unity Consulting compiled the information in this census in 2009 and 2010 and distributed it June 2010.
The data source column indicates where we got the data for the survey:
A: Responses come from congregational responses to the 2009 congregational Policy Governance® survey.
B: Responses come from Unity Consulting's review of posts on the UUA's Policy Governance® list.
C: Responses come from information Unity Consulting gathered during the 2009 UU University Governance tra
D: Responses come from miscellaneous other sources.
We included all congregations that indicated they've at least started writing policy, even if they weren't comple
Because there are wide variations in the way congregations interpret Policy Governance®, we made no judgm
congregation indicated they are operating in or are in active transition to Policy Governance® or 'Carver-like' p
Policy Governance® is the registered service mark of John Carver; the authoritative website for the Policy Gov

   District       City           State    Congregation Membership                                   Policy Gover
                                                          2009
                                                                       Considering    Comments
                                                                        Since Yr.
Central MW Kenosha          WI            Bradford               112          2005
                                          Community
                                          Church UU




Central MW Elgin            IL            Unitarian              156    2003-2004
                                          Universalist
                                          Church of
                                          Elgin
Central MW Oak Park         IL            Unity                  530
                                          Temple
                                          Unitarian
                                          Universalist
                                          Congregatio
                                          n
Central MW Appleton      WI    Fox Valley     599   2002
                               Unitairian
                               Universalist
                               Fellowship

Clara Barton Hamden      CT    Unitarian      421
                               Society of
                               New Haven
                         CT
Clara Barton West Hartford     The            602   2000
                               Universalist
                               Church of
                               West
                               Hartford
Heartland   Bloomington IN     Unitarian      405   2003 Governance
                               Universalist                Task Force
                                                           and Shaping
                               Church of                   Our Future
                               Bloomingto                  Together Task
                               n                           Force




Heartland                MI
            Bloomfield Hills   Birmingham     498   2003
                               Unitarian
                               Church
Heartland   Ann Arbor    MI    First          561   2007 There had
                               Unitarian                   been earlier
                                                           discussions of
                               Universalist                Policy
                               Congregatio                 Governance
                               n of Ann                    and its
                               Arbor                       suitability for
                                                           our
                                                           congregation
                                                           by a
                                                           Governance
                                                           Task Force,
                                                           which issued a
                                                           final report in
                                                           January, 2002,
                                                           which
                                                           recommended
                                                           the creation of
                                                           a Program
                                                           Council.

Jos. PriestleyWashington DC    Washington     150   2000
                               Ethical
                               Society




                         P
Jos. PriestleyWest Chester A   Unitarian      181   2005
                               Fellowship
                               of West
                               Chester
Jos. PriestleyPhiladelphia PA   First          188   2005
                                Unitarian
                                Church




Jos. PriestleyMedia        PA   Unitarian      264
                                Universalist
                                Church of
                                Delaware
                                County
Jos. PriestleyHarrisburg   MD   Unitarian      393   2003
                                Church of
                                Harrisburg
Jos. PriestleyColumbia    MD    Unitarian     415   2001
                               Universalist
                               Congregatio
                               n of
                               Columbia




Jos.         Wilmington DE     First          509   2001
Priestley                      Unitarian
                               Church of
                               Wilmington


Jos. PriestleyAnnapolis   MD   Unitarian      536
                               Universalist
                               Church of
                               Annapolis
Jos. PriestleyLancaster   PA   Unitarian      550
                               Universalist
                               Church of
                               Lancanster
Jos. PriestleyOakton      VA   Unitarian      661   2003
                               Universalist
                               Congregatio
                               n of Fairfax




Jos. PriestleyDevon       PA   Main Line      662   2004
                               Unitarian




Jos. PriestleyWashington DC    All Souls      794
                               Church,
                               Unitarian



Jos. PriestleyArlington   VA   Unitarian      924
                               Universalist
                               Church of
                               Arlington
Mass Bay   Newburyport MA   First          364   2008 Vision/Mission
                            Religious                   process
                                                        produced
                            Society of                  realization that
                            Newburypor                  needed a
                            t                           different
                                                        structure to
                                                        make the
                                                        mission
                                                        happen

Mass Bay   Concord     MA   First Parish   772   2000
                            in Concord

Metro NY   Lincroft    NJ   Unitarian      280
                            Universalist
                            Congregatio
                            n of
                            Monmouth
                            County




Metro NY   Princeton   NJ   Unitarian      387   2004
                            Universalist
                            Congregatio
                            n of
                            Princeton




Metro NY   Rochester   NY   First          897   2003 The first
                            Unitarian                   committee
                                                        meetings
                            Church                      during our 2
                            Rochester,                  year transition
                            New York                    between called
                                                        ministers.
Mid-South   Lawrencevill GA   Unitarian      127   2009
            e                 Universalist
                              Congregatio
                              n of
                              Gwinnett

Mid-South   Atlanta     GA    Unitarian      737   2000
                              Universalist
                              Congregatio
                              n of Atlanta




                         UT
Mtn. Desert Salt Lake City    First          348
                              Unitarian
                              Church of
                              Salt Lake
                              City
Mtn. Desert Denver      CO    First          576   2001
                              Universalist
                              Church of
                              Denver




Mtn. Desert Albuquerque NM    First          753
                              Unitarian
                              Church of
                              Albuquerqu
                              e
N. NE       Nashua       NH   Unitarian      287   2004
                              Universalist
                              Church of
                              Nashua
Ohio-Meadvl Kent         OH   Unitarian      205   2007
                              Universalist
                              Church of
                              Kent
Ohio-Meadvl Pittsburgh   PA   First          416   2003
                              Unitarian
                              Church




                        OH
Ohio-Meadvl Shaker Heights    First          429   2006
                              Unitarian
                              Church of
                              Cleveland
Ohio-Meadvl Rocky River OH   West Shore     552   2000
                             Unitarian
                             Universalist
                             Church




Ohio-Meadvl Columbus    OH   First          680   2006 Staff
                             Unitarian                   turnovers
                                                         prevented
                             Universalist                progress in
                             Church of                   much 2007,
                             Columbus                    2008, or 2009



Pacific Cent San Mateo CA    Unitarian      241
                             Universalist
                             s of San
                             Mateo




Pacific Cent San Jose   CA   First          278   2004
                             Unitarian
                             Church of
                             San Jose
Pacific Cent Santa Rosa CA   Unitarian            2006 Not sure.
                             Universalist               Coming out of
                                                        the work of the
                             Congregatio                "Growth Task
                             n, Santa                   Force" that
                             Rosa                       preceded my
                                                        arrival here.




Pacific Cent Oakland   CA    First          310
                             Unitarian
                             Church of
                             Oakland
Pacific Cent Kensington CA   Unitarian      507
                             Universalist
                             Church of
                             Berkeley
Pacific NW Oregon City OR    Atkinson       204   2008 Our Board
                             Memorial                   invited Rev.
                                                        Robert Latham
                             Church                     to inform the
                                                        congregation
                                                        about the
                                                        concept. We
                                                        had great
                                                        attendance at
                                                        the workshop
                                                        he gave, and
                                                        the agreement
                                                        was made that
                                                        this was the
                                                        way we
                                                        wanted to
                                                        move
Pacific NW Bellingham WA   Bellingham     305   2005-06 Not sure
                           Unitarian
                           Fellowship




Pacific NW Spokane   WA    Unitarian      346
                           Universalist
                           Church of
                           Spokane
Pacific NW Eugene    OR    The            386      2005 Our leaders
                           Unitarian                    have been
                                                        studying about
                           Universalist                 the
                           Church in                    congregational
                           Eugene,                      size transitions
                           Oregon                       and
                                                        governance
                                                        changes for
                                                        many years,
                                                        and
                                                        generations of
                                                        leaders.
Pacific NW Bellevue   WA   East Shore      671
                           Unitarian
                           Church
Pacific NW Seattle    WA   University      795
                           Unitarian
                           Church




Pacific NW Portland   OR   First          1080   2000 After
                           Unitarian                  significant
                                                      growth we
                           Church of                  needed a
                           Portland                   governance
                                                      system that
                                                      allowed us to
                                                      clarify roles
                                                      and
                                                      responsibilities
                                                      .




Pacific SW Canoga ParkCA   Emerson         128
                           Unitarian
                           Universalist
                           Church
Pacific SW Prescott    AZ      Granite        151          not sure
                               Peak
                               Unitarian
                               Universalist
                               Congregatio
                               n




Pacific SW Thousand Oaks
                      CA       Canejo         201   2003 Not sure.
                               Valley
                               Unitarian
                               Universalist
                               Fellowship




Pacific SW San Luis Obispo –
                       CA      Unitarian      231   2004
                               Universalist
                               Fellowship
                               of San Luis
                               Obispo
                               County
Pacific SW Tucson     AZ   Unitarian      282
                           Universalist
                           Church of
                           Tuscon




Pacific SW Phoenix    AZ   Unitarian      304   2007 Began
                           Universalist               transition, in
                                                      discussion
                           Congregatio                only, in 2007,
                           n of                       prior to my
                           Phoenix                    ministry. We
                                                      are not using
                                                      Carver's
                                                      model of
                                                      Policy
                                                      Governance
                                                      exclusively,
                                                      but using Dan
                                                      Hotchkiss
                                                      model.

Pacific SW Chandler   AZ   Valley         343   2004 Started with a
                           Unitarian                  visit/workshop
                                                      by Rob Eller-
                           Universalist               Isaacs
                           Church
Pacific SW San Diego    CA   First          819   2004
                             Unitarian
                             Universalist
                             Church of
                             San Diego



Prairie Star Omaha      NE   First          244   2008 Start of active
                             Unitarian                   investigation.
                             Church of
                             Omaha




Prairie Star Des Moines IA   First          398   2008 Conversation
                             Unitarian of                about a switch
                                                         to a "policy
                             Des Moines                  board" took
                                                         place nearly a
                                                         decade ago.
                                                         The
                                                         appropriate
                                                         focus,
                                                         however,
                                                         began in
                                                         August of
                                                         2008.
Prairie Star Minneapolis MN   First          801   2002
                              Universalist
                              Church of
                              Minneapolis




Prairie Star St. Paul   MN    Unity          863   1992
                              Church
                              Unitarian
Southwest   Houston   TX   First          328   2008 The Board had
                           Unitarian                   discussed
                                                       doing this a
                           Universalist                few years
                           Church of                   back, but did
                           Houston                     not really do
                                                       anything
                                                       substantial
                                                       until David
                                                       Keyes became
                                                       our interim
                                                       minister




Southwest   Austin    TX   First          595   2008
                           Unitarian
                           Universalist
                           Church of
                           Austin
Southwest   Dallas      TX   First          1051   1994 date is
                             Unitarian                    approximate
                             Church of
                             Dallas




Thom. Jeff. Oak Ridge   TN   Oak Ridge       235   2003
                             Unitarian
                             Universalist
                             Church
Thom. Jeff. Richmond    VA   First          541     2005
                             Unitarian
                             Universalist
                             Church of
                             Richmond
Thom. Jeff. Asheville   NC   Unitarian      551   2007-08
                             Universalist
                             Church of
                             Asheville




Thom. Jeff. Durham      NC   Eno River      609
                             Unitarian
                             Universalist
                             Fellowship

Thom. Jeff. Charlotte   NC   Unitarian      661
                             Universalist
                             Church of
                             Charlotte
Toronto   ON   First          1994
               Unitarian
               Congregatio
               n of Toronto
buted it June 2010.

 Governance® survey.
 nance® list.
University Governance track.

 en if they weren't completely satisfied with the outcome of their transition.
 ce®, we made no judgments in this census about the "right" way to do Policy Governance®. If a
 nance® or 'Carver-like' policy-based governance, we included them in the census.
website for the Policy Governance® model can be found at www.carvergovernance.com.

             Policy Governance Stage                                                 Executive

            Transitioning    Comments   Operating    Comments        Solo (S) or   Comments          Y/N
              Since Yr.                 Since Yr.                    Team (T)
                      2005                    2008 Little                  T       Solo executive    Y
                                                    movement                       moved to exec
                                                    towards this                   team. Current
                                                    form of                        Executive
                                                    governance                     Team: (three
                                                    until adoption                 are voluntary):
                                                    of an "Ends"                   1)Building
                                                    policy May,                    Concerns, 2.
                                                    2008                           Growth &
                                                                                   Finance, 3.
                                                                                   Worship/Educ
                                                                                   ation/Spiritual
                                                                                   Care (our
                                                                                   minister) and
                                                                                   4. Outreach
                                                                                   and
                                                                                   Communicatio
                                                                                   n.




             2004-2005                  2005-2006                          T                         Y




                      2008
2003                  2004                     T                   Y




2002                  2005                     S                   N




2008 congregational   2009 Date                T   Still in role   N
       vote date             Management            clarification
                             Team adopted
                             new board
                             policies after
                             board vote.




2005                  2006 Now on hold         T                   Y
                             due to
                             transition to
                             new Settled
                             Senior Minister
                             and
                             elimination of
                             the Executive
                             Director
                             position.
2007                  2008 Bylaws           S   Y
                           amendments
                           approved at
                           Annual
                           congregational
                           meeting in
                           June 2008




2002                  2002 We have          S   Y
                           never fully
                           made the
                           transition--
                           don't do
                           regular
                           oversight/moni
                           toring. The
                           transition
                           period ended
                           but was really
                           not actually
                           successful.

2008 board voted to   2009 congregation     T
       adopt at            vote on by-law
       retreat, and        changes to
       set plan to         support
       accomplish
2007 Congregationa      2008 Leaders           T                     Y
       l vote to move          presented the
       to Policy               Ends during
       Governance              their annual
                               State of the
                               Congregation
                               Address




                        2008                   S




2005                    2005                   S   Senior Minister   N
                                                   is CEO
2002   2003 Board adopted    T   We found that       Y
              relevant by-       having a 4-
              laws               member
                                 Executive
                                 Team (2 staff
                                 and 2
                                 volunteers)
                                 was
                                 cumbersome.
                                 About a year
                                 ago, we
                                 transitioned to
                                 a 2-member
                                 Executive,
                                 both staff, and
                                 it is functioning
                                 much more
                                 effectively.




2001   2002                  S   We have just        Y
                                 moved to solo
                                 executive, who
                                 is supported
                                 by an
                                 Executive
                                 Team
       2007                  S   The
                                 Management
                                 Team, chaired
                                 by and
                                 accountable to
                                 the Senior
                                 Minister, is
                                 composed of
                                 the
                                 Administrator,
                                 the Assistant
                                 Minister, the
                                 Director of
                                 Religious
                                 Education, and
                                 the
                                 Membership
                                 Services
                                 Coordinator.
                        2008                       T




2004 Review and         2005                       T   Team includes     Y
       Renewal                                         Parish Minister
       Committee                                       (CEO),
       studied                                         Associate
       governance,                                     Minister,
       established an                                  Executive
       executive                                       Director
       ("Coordinating                                  (COO), and
       Team") which                                    two Lay
       worked with                                     Members.
       the board to
       implement
       policy
       governance.

2007                    2008                       T                     Y




                        2005                       S




                        2004 There is no           T                     Y
                               "officially." The
                               board adopted
                               PG about July
                               2004, which
                               was a lengthy
                               transition.
2009 Beginning of       2010 Test initiatives-   T   Minister,        Y
       formal process          based model           Business
       to review and           with                  Administrator
       revise current          congregation;         and Board
       governance              policy                Chair to deal
       structure.              governance            with staff
                               structure will        issues and
                               follow.               collaborate on
                                                     the board
                                                     agenda.

2002                    2002                     T                    Y


                        2003




2005                    2005                     T                    Y




2006 Two attempts       2010 Expect to           T      Co-           N
       to write                adopt full             Ministers
       policies.               policies
                               January 2010.
                                                      executive
                               Acting as a PG          model
                               Board since
                               2008.
2009   2009   T    We presently   N
                  have a part-
                  time interim
                  minister




2006   2007   S                   Y




2009




2002   2003   T                   N
2006                   2006/2007   T                     N




2010 we will start                     we are
       after this                      working on this
       year's annual                   configuration
       meeting

2003                       2008    T   Two teams: 1.     N
                                       Operations
                                       Administrative
                                       Team for
                                       Stewardship
                                       (finances and
                                       building) 2.
                                       Program
                                       Administrative
                                       Team
                                       (Worship
                                       Services,
                                       Music and the
                                       Arts, Lifespan
                                       Faith
                                       Development,
                                       Social
                                       Responsibility,
                                       Caring
                                       Community,
                                       UUCommunity
                                       )

2006                       2007    T
2000 Transition            2008 Our first full      S   We are a solo    N
       conflicts, partly          church year of        "team"
       stemming                   operating with        because co-
       from leaders               a Mission,            ministers
       not                        ends, and a           sharing one
       understanding              Governance            job also share
       the model,                 Manual was            the executive
       kept the Board             08-09.                role.
       from
       undertaking
       their work on a
       full transition
       until 2006.



2006                              We are not yet        We have not      N
                                  and may not           structured it
                                  transition to a       yet.
                                  very strict
                                  version of
                                  Carver's idea
                                  of Policy
                                  Governance
                           2005




2005                       2007                     T   Programs and     Y
                                                        Operations
                                                        Council
2008 Not sure                                      We don't have     N
                                                   an executive
                                                   team. There
                                                   are Board task
                                                   forces, and
                                                   Councils that
                                                   have decision-
                                                   making power.
                                                   And I get to
                                                   decide a lot of
                                                   things.




                       2004                    T




2008 The Board         2009 At its annual      T                     N
     worked for a             retreat, our
     year + to                Board had
     create a policy          Rev. Margaret
     goverance                Keip help us
     document that            begin to write
     suited the               our ends
     congregation.            statements.
                              They were
                              completed in
                              Oct. 2009 and
                              we were off!
                              2009-2010 is
                              being called
                              the Learning
                              Year.
2006-07 Not sure      Not sure    2007. Michael      T   We now call it    Not sure
                      whether     Lilliquist Sept.       the
                                  2009 This start        Administrative
                      they are    date is a bit          Team. Our
                   operating in   arbitrary, since       administrative
                           PG     we'vbe been            team works
                                  headed that            well together.
                                  way for a              It consists of
                                  while. Dating it       the the
                                  from last              minister, the
                                  Board retreat,         treasurer, the
                                                         administrator,
                                                         the director of
                                                         lifelong
                                                         learning and
                                                         the leadership
                                                         development
                                                         coordinator
                                                         (so largeish
                                                         but it seems to
                                                         work)




   2010                                              T   Board                Y
                                                         Executive
                                                         committee in
                                                         conjunction
                                                         with minister
                                                         as chief of
                                                         staff
                      2006                 T




2003 Board moved      2005 Congregation    S   currently solo       Y (in
     towards policy          formally          executive, but    transition
     based                   adopted new       up to this year
     governance              bylaws            has been a
                                                                    now)
     but we were                               team (we are
     not in sync                               in ministerial
     with bylaws.                              transition)




                      2005                 T
       not sure   2006-07            T                Y




2004 Not sure.      2004 Not sure.   T   Council of   Y
                                         Directors




2004                2005             S                N
                           2006                    T   Empowerment
                                                       Team




   2009                    2010 Delegation         S                    N
                                  policies are
                                  under way
                                  (Hotchkiss
                                  term) and will
                                  move from
                                  Governance
                                  Working
                                  Group (subset
                                  of board) to
                                  the board in
                                  February
                                  2010.



Not sure no date.                                  T   but it took us   N
          Gradual--still                               four years to
          ongoing.                                     go from Solo
                                                       to Team
2005                     2009                   S                      N




2008 The Board of        2010 We are            S   current plan       N
       Trustees                 scheduled to
       created a                begin a trial
       Governance               run in June
       Task Force               2010
       and authorized
       hiring Dan
       Hotchkiss as a
       consultant.




2009 This was when       2010 Hope to           S   While we have      N
       the board first          finalize the        an executive
       began drafting           switch at our       team, the
       ends                     2010 annual         responsibility
       statements               meeting.            ultimately rests
       (with the help                               with the
       of Laura Park!)                              minister
2007 The delay        2009                    S   N
     from first
     consideration
     to formal
     transition was
     caused largely
     by resistance
     from the
     Senior
     Minister. Once
     he left
     progress on
     the transition
     began.


1993 Board            1994 Board adopted
     approved a              by-law
     motion to               changes, after
     adopt Carver            having written
     model                   all other
                             policies
2008 At a start-up      Not sure the       S   Wonder about         Y (in
      workshop for      Board plans            this question,    transition
      my interim        any "official"         as I would hold
      minstry           action, but            that any way
                                                                    now)
      facilitated by    rather a clear         other than a
      District          Board                  solo executive
      Executive         indication that        does not
      Susan Smith,      they are               constitute
      the leadership    adopting the           policy
      expressed         Carver mode.           governance:
      strong interest   We are still in        David Keyes
      in policy         transition. We
      governance as     have several
      one way out of    parts in place,
      the confusion     but are not
      and conflict      finished.
      that had
      greately
      debilitated
      them.




2010 It's hard to say   We should          T   Hired an Exec        Y (in
      when the          officially begin       Dir. and          transition
      'formal           operating in           formed Exec
      transition'       PG in 2010.            Team as they
                                                                    now)
      began. We                                entered
      have hired                               transition
      Unity
      Consulting to
      assist us with
      this transition
      during 2010.
1996 Date is          1999                    S                      Y
     approximate.
     There were
     some starts
     and stops to
     the transition
     process. We
     hired a
     consultant in
     the late 1990s
     and that is
     when it really
     took hold.




2005 In 2005,         2009 Only in Fall       S   "Per policy, the   N
     consultant Dan          2009 did the         minister is
     Hotchkiss               Board                authorized
     worked with             authorize the        with executive
     the Board to            Executive with       authority. But
     teach the               operational          that authority
     concepts and            oversight of         is shared by
     by spring               finance and          an Executive
     2006, the               personnel and        Team,
     Board had               claim for its        composed by
     adopted the             own role a           the minister."
     policy                  policy-setting       "The Board
     framework.              and monitoring       delegates to
                             role.                Jake, he then
                                                  delegates as
                                                  he sees fit.
                                                  He has
                                                  assembled a
                                                  group of paid
                                                  and volunteer
                                                  leaders (the
                                                  executive
                                                  team) that
                                                  serve as an
                                                  advisory team
                                                  to him."
   2006                      2009                       S   N




2008-09 Started                     We've been          S   N
          drafting our              unofficially
          policy                    trying to
          governance                operate in the
          documents.                policy
          It's slow going.          governance
          not there yet.            mode. But no
                                    official start as
                                    yet.




                             2007




                             2005 not sure of           T   Y
                                    date
1994   1996   T   Our Executive      Y
                  function is
                  shared
                  between the
                  minister, the
                  chair of the
                  board (this
                  gets fuzzy for
                  policy
                  governance,
                  we realize),
                  and our Chief
                  Convenor,
                  who is a lay
                  person who
                  effectively
                  supervises
                  high-level
                  unpaid staff.
                  While this isn't
                  pure Carver, it
                  is a shared
                  ministry hybrid
                  that has
                  allowed for
                  coordination
                  between lay
                  and paid staff
                  and
                  leadership. It
                  also, I would
                  argue,
                  insulates me
                  as the
 General   Data Source    Documents
Comments                    Links



               A




               A         http://www.u
                         uce.org/polici
                         es.html


               D         http://www.unit
                         ytemple.org/co
                         mmunity/board
                         meetings.htm
                    A   http://www.fvu
                        uf.org/content/
                        view/25/49/




                    D


                    A




Key                 A   http://www.uub
challenges: 1.          loomington.org
Role                    /uucb/govt/boa
Clarification 2.        rdPolicies.php
Conflicting
Governance
Strategies
from various
consultants
3.
Communicatio
n regarding
the transition
to a new
governance
model and its
emotional
impact on the
congregation.

Questioning         A   http://www.buc
their transition.       mi.org/frames
Challenges:             et.htm. Click
Ministers               on Church
needing CEO             Business
skills;
monitoring
limitations so
they aren't
exceeded.
See survey        A   http://www.uua
data for              a.org/about-
numerous              us/our-
linkage ideas         congregation/h
                      ow-we-govern




Current           A
challenges:
establishing
monitoring,
developing the
Board's
visioning role,
and updating
bylaws.




                  A
Following Dan     A   http://www.phil
Hotchkiss'            auu.org/index.
model.                php/policies
Identified
benefit:
Congregation
exercising
trust in the
Minister as
both Executive
Director and
Spiritual
Leader, and
understanding
the
significance of
each roles.


                  D   http://www.uuc
                      dc.org/policyg
                      overnance.htm
                      l


Current           A
challenges:
reconciling
minister as
CEO with
minister as
spiritual
leader,
reconciling
Board's
visioning role
with minister's
visioning role,
managing the
pastoral and
managerial
workload of
senior minister
Current          A   http://www.uuc
challenges:          olumbia.net/in
monitoring and       dex.php?optio
linkage              n=com_conten
                     t&view=article
                     &id=70&Itemid
                     =182




                 A




                 D   http://www.uuc
                     a-
                     md.org/index.p
                     hp?option=co
                     m_content&ta
                     sk=view&id=2
                     4&Itemid=31
                   D



Survey data        A
includes some
excellent
insights and
advice.




Current            A
challenge:
balancing
minister as
CEO with
minister as
spiritual leader


                   D   http://www.all-
                       souls.org/ click
                       on the "Policy
                       Governance"
                       link

Current            A   http://uucava.n
challenge:             ing.com/page/
educating              uuca-
trustees and           governance
congregation
about PG roles
                  A




                  A


Per minister:     D
UUCMC is
operating in a
very modified
PG format. I
would say it is
quite far from
Carver's
model and it
works for this
congregation
so far.
Current           A   http://www.uup
challenges:           rinceton.org/in
developing a          dex.php?optio
robust role for       n=com_conten
trustees in the       t&task=view&i
model,                d=57&Itemid=
ministers             53
balancing
administrative
duties with
duties of
congregational
life.

                  A   http://rocheste
                      runitarian.org/
                      boardbusiness
                      .html
                 A




Challenges:      A   Policies &
adequate             Training
ongoing board        Presentations
training; Best       http://www.uuc
Practices:           a.org/us/gover
organizing           nance/board-
agenda into          of-
"Ends,"              trustees/policie
"Linkage & Bd        s Monitoring
Governance,"         Reports
& "Exec              http://www.uuc
Limitations";        a.org/us/gover
periodic             nance/board-
'practice'           of-
scenarios from       trustees/monit
Carver               oring-reports
handbook.


                 D




Idea:            A   Governing
Considering a        documents
'council' to         and org.
engage lay           chart:
members in           http://www.first
means.               universalist.or
                     g/pwsite/ourMi
                     nistries.php?m
                     inistryID=4037
                     1&ministryDep
                     artmentID=791
                     96
                 D
A   http://www.uun
    ashua.org/gov.
    shtml


A




A   http://www.first-
    unitarian-
    pgh.org/Gover
    nance.html




A
They meet the     A   http://www.ws
ongoing               uuc.org/leader
education             s/governance-
challenge with        documents.ph
an annual PG          p
workshop
that's part of
their
leadership
series.




Current           A
challenge:
developing
congregational
comfort with
delegating to
staff


                  C   Governance
                      documents
                      and
                      explanatory
                      brochure:
                      http://www.uus
                      anmateo.org/i
                      ndex.php/How
                      _do_things_w
                      ork.html
Challenge:        A
role
clarification &
coordination
among
leadership and
communicatio
n with
congregation
about PBG
                  A




                  D




                  B



Challenges:       A
Separating
Roles of Board
and Executive;
how Ends will
guide work of
congregation;
Board-
Congregation
linkage - how
Board will
listen/guide/co
mmunicate
early and often
Challenges:         A
Policy-writing;
Role clarity;
Minister
workload; slow
transition due
to lack of plan;




                    D



Challenges:         A
How do we
delegate
without
continued
input to pass
on the
experience/
wisdom/
history? Our
biggest
conceern is
the "letting go"-
how does a
board function
as the
fiduciarily
responsible
entity in
assurring that
what needs to
be done will
get done.
                  D   http://www.eas
                      tshoreunitarian
                      .org/About_Us.
                      htm
                  B   Wealth of
                      information:
                      http://www.uuc
                      hurch.org/our-
                      church/admini
                      stration/govern
                      ance

Best              A   http://www.first
Practices: A)         unitarianportla
Board Officer         nd.org/our-
Committee to          church/board-
set agenda            of-trustees
weeks ahead;
B) Setting
aside at least
1 hour per
meeting for
serious/weight
y issues.
Challenges:
A)
Accountability
structure for
Executive role,
who serve
both as
administrative
leadership and
called
ministers; B)
Board's role in
fundraising
and
responsibility
for ensuring
adequate
financial
resources.


                  B   http://www.em
                      ersonuuc.org/
                      about/governa
                      nce.htm
"Perhaps this      A
works in larger
congregations
but it seems
like we're
constantly
fighting to
make the
system work,
which leads
me to believe
that it's the
wrong system
for us."


Challenges:        A
Board-
Executive
(Council of
Directors)
roles and
relationship.
Lack of clarity
and/or board
stepping into
management
domain
causing
resentment.

Challenge:         A
Confusion on
roles &
responsibilities
                 D   Policies:
                     http://www.uuc
                     tucson.org/ind
                     ex.php/governi
                     ng-
                     documents/go
                     vernance-
                     policies.html
                     Describing
                     PG:
                     http://www.uuc
                     tucson.org/ind
                     ex.php/governi
                     ng-
                     documents/pol
                     icy-
                     governance.ht
                     ml

Using            A   Delegation
Hotchkiss            Policy
model. The           http://www.pho
"Board only"         enixuu.org/?q=
huddle at end        node/3845
of board
meetings
going well.
Challenges:
Minister/Staff
authority in
relation to a
few old
committees.


Have tried       A   Board
both Solo &          Policies
Team Exec            http://www.vuu
and feel their       .org/boardoftru
Team                 stees
executive role       Org. Chart
works well for       http://www.vuu
their midsize        .org/churchorg
church.              anization
Challenge:
getting
congregation
to understand
the system.
Challenges:     A   Governance
New board           &
member              Accountabilit
orientation &       y Document:
training            http://www.first
                    uusandiego.or
                    g/governance



                A   http://www.first
                    uuomaha.org/f
                    iles/GTF.htm
                    http://www.first
                    uuomaha.org/f
                    iles/board_of_t
                    rustees.html
                    http://www.first
                    uuomaha.org/f
                    iles/Soul-
                    Full/SFTSched
                    ule.html



                A
Current        A   http://www.first
challenge:         univ.org/about-
defining a         us/governing-
robust Board       documents
role.




               A
Challenges:        A   http://www.first
Board/Leader           uu.org/govern
education -            ance.php
steep learning
curve; not
watering PG
down so much
that it's
ineffective;
Anxiety about
accountability,
power, control.
Transition
Best
Practices:
Professional
consultant
help; Hearing
from
congregations
that have
successfully
made
transition;
Minister
encouraging
the board in
this work and
not doing it for
them.



                   A
Challenges:      A   http://www.dall
CEO                  asuu.org/pdfs/
monitoring;          policies.pdf
Rewriting
mission &
ends after 10
years. Best
Practices:
Training new
board
members;
Executive
functioning;
Consistent &
continuous
use of a
consultant to
help with
board training
and executive
coaching

Challenges:      A   Governance
Role of the          and
executive;           Operational
Financial            Policies:
authority; the       http://www.oru
discipline &         uc.org/staticpa
patience to          ges/index.php
work into the        ?page=20091
model                002210637655
Challenges:      A
Varying
definitions of
compliance


Common           A
transition
challenges of
simultaneous
old and new
systems, role
clarity &
authority,
bringing
congregation
along with
changes.

                 D




Challenges:      A   About the
Board's focus        UUCC Policy
in new role;         Governance
measuring &          http://www.uuc
monitoring           charlotte.org/a
progress;            bout_policy_g
orienting new        overnance.asp
board                ; Strategic
members.             Outcomes by
                     Ends
                     Statement
                     (12/07)
                     http://www.uuc
                     charlotte.org/d
                     ocuments/PDF
                     15AUStrategic
                     Outcomes.pdf
A   http://firstunitar
    iantoronto.org/
    congDocs.htm

						
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