Handout/Worksheet - Management Buckets

Journey of Faith
Core Values Process
Session #4 – Dec. 10, 2015 – Thursday 12 noon to 4 pm*
*Or sooner!
www.managementbuckets.com/JOF
OUR “TO-DO” LIST:
Point
Person
Task
Deadline
Date
Done
Date
“There is in the act of preparing,
the moment you start caring.”
Winston Churchill
Page 1 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
CORE VALUES PROCESS
Tentatively, the core values process will look like this (but it is always subject to change based
on the insights and discernment of the participants):
DATE
DAY/TIME
PARTICIPANTS
AGENDA
April 24
Fri. 12:30 – 2:30 pm
(2 hours)
Core Values Team
Introductory Session: Get acquainted,
assess the task, understand current culture, pray,
create the process, etc.
May 21
Thurs. 12 – 4 pm
(4 hours)
Core Values Team
+ Invited Participants
Session #1:
 Core Values overview/process/prayer
 Spiritually discerning God’s voice
 The 5 Questions (mission, customer, etc.)
 Draft #1: “Strategic Alignment Essentials”
 Wish list of core values
 Final list of core values “prospects” for online
survey
June
13
Aug 14
Saturday
Friday
(4 hours)
Core Values Team
Session #2:
 Review online survey results
 Draft #1 of proposed core values
 Draft #2 of “Strategic Alignment Essentials”
Oct 28
Wednesday
(2-4 hours)



Session #3:
 Overview
 Prayer
 Today’s objectives
 Review August 14 recommendations
(attached)
 In search of 3 to 5…
Dec. 10
Thursday
(2-4 hours)
Pastor Jason
Ron Way - Elder
Jill Lewolt –
Children’s Ministries
Pastor
 Greg Piken – Young
Adults and Local
Outreach Pastor
 David Wandrey –
Executive Pastor
 Joel Wood – Jr. High
Pastor
Michelle Browne
Nate Carpenter
Jason Cusick
Jill Lewolt
Greg Piken
Ron Way
Joel Wood
TBD
Written Report and/or Debrief Sessions
 TBD
TBD – if needed!
(4 hours)
Online Survey closed
Session #4:
 Finalize core values (fully wordsmithed)
 Finalize “Strategic Alignment Essentials”
 Create process for final approval
 Create process for roll-out and ongoing
communication (print, pulpit, online, signage,
elevator speech, etc.)
 Create process for “Living Our Values”
Page 2 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
OUR PURPOSE
Becoming Jesus-followers who live out his mission
THE MISSION
Welcome
Creating a safe and exciting environment to come as you are
Inviting everyone into a personal relationship with Jesus Christ
Transform
Being continually renewed and shaped by God’s Word
Raising up the next generation of Jesus-followers
Serve
Meeting the needs in our community and around the world
Empowering others to live out Jesus’ unique calling for their lives.
Page 3 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Worksheet #1:
OUR PURPOSE
Becoming Jesus-followers who live out his mission
How did we live out
this purpose in the
past?
How are we living
out this purpose
now?
How will we live out
this purpose in the
next 3 years?
How will we measure
our results on
Dec. 31, 2016?
2016-2017-2018
Peter Drucker: “The results of social sector organizations [churches] are always measured
outside the organization in changed lives and changed conditions—in people’s behavior,
circumstances, health, hopes, and above all, in their competence and capacity. To further the
mission, each non-profit [church] needs to determine what should be appraised and judged,
then concentrate resources for results.”
Chapter 4: What Are Our Results?
 How do we define results?
 Are we successful?
 How should we define results?
 What must we strengthen or abandon?
Peter Drucker’s Five Most Important Questions: Enduring Wisdom for Today’s Leaders, by
Peter F. Drucker, France Hesselbein, and Joan Snyder Kuhl.
http://urgentink.typepad.com/my_weblog/2015/10/peter-druckers-five-most-important-questions.html
Page 4 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Worksheet #2: THE MISSION
Welcome
 Creating a safe and exciting environment to come as you are
 Inviting everyone into a personal relationship with Jesus Christ
How did we live out
this mission in the
past?
How are we living
out this mission
now?
How will we live out
this mission in the
next 3 years?
How will we measure
our results on
Dec. 31, 2016?
2016-2017-2018
Transform
 Being continually renewed and shaped by God’s Word
 Raising up the next generation of Jesus-followers
How did we live out
this mission in the
past?
How are we living
out this mission
now?
How will we live out
this mission in the
next 3 years?
How will we measure
our results on
Dec. 31, 2016?
2016-2017-2018
Serve
 Meeting the needs in our community and around the world
 Empowering others to live out Jesus’ unique calling for their lives.
How did we live out
this mission in the
past?
How are we living
out this mission
now?
How will we live out
this mission in the
next 3 years?
How will we measure
our results on
Dec. 31, 2016?
2016-2017-2018
Page 5 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
What policies will guide the elders as they measure results?
2 pictures to illustrate the Policy Governance® board model:
According to Policy Governance Guru John Carver, “Governing by policy means governing
out of policy in the sense that no board activity takes place without reference to policies. Most
resolutions in board meetings will be motions to amend the policy structure in some way.
Consequently, policy development is not an occasional board chore but its chief occupation.”
Boards That Make a Difference: A New Design for Leadership in Nonprofit Organizations,
by John Carver - http://urgentink.typepad.com/my_weblog/2011/08/boards-that-make-a-difference.html
Lancaster County Bible Church’s “Ends” Policy (p. 96):
 As a first priority, unconnected people in the surrounding communities will connect with
Jesus Christ and our LCBC body of believers.
 As a second priority, believers who are connected to LCBC as their church home will find a
supportive community of believers and will grow towards becoming fully devoted followers of
Christ.
 As a third priority (not to exceed X% of resources), unbelievers in select communities on
each continent of the world will accept Jesus Christ as their personal savior and grow in their
faith through the efforts of believers of LCBC.
 As a fourth priority (not to exceed X% of resources), other like-minded organizations will
effectively reach non-believers and encourage the growth of believers through interacting with
and learning LCBC’s approach to local church ministry.
For fun!


Church website: http://www.lcbcchurch.com
“Stairway to Heaven” - https://vimeo.com/25139324
Page 6 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Current Core Values
 CELEBRATING JESUS CHRIST
We believe that passion for the Lord should undergird everything we do, for we are, first and
foremost, "a community of worshipers." (Matthew 22:36–40; John 4:23; Philippians 3:7–11 and
4:4; 1 Peter 2:9)
 LEADING WITH INTEGRITY
We believe that our leaders must be "full of the Spirit and wisdom" (Acts 6:3) if our church is to
faithfully carry out its mission to the world. (Hebrews 13:7 and 17; 1 Peter 5:2–3; Acts 20:28; 1
Timothy 4:15–16)
 BALANCING OUR COMMITMENTS
We believe that effective disciple-making requires a balance of biblical faithfulness, cultural
relevance, and total dependence upon God. (Acts 14:21–23; John 8:31; 1 Corinthians 9:19–23;
Proverbs 3:5–6)
 TARGETING THE UNCHURCHED
We believe that lost people matter to God, and so we do everything we can to reach them with
the good news about Jesus Christ. (Luke 5:30–32, 15, and 19:10; John 3:16–17; 1 Timothy 2:3–
4; 2 Peter 3:9)
 RENEWING OUR MINDS
We believe that people are transformed by understanding and applying God's Word, and so we
encourage and provide for biblical learning. (Romans 12:2; Ephesians 4:22–24; 2 Timothy 3:16–
17 and 4:1–5)
 CONNECTING WITH OTHERS
We believe that disciples can only grow in a context of loving relationships, and so we urge
everyone to be active in a smaller group. (Acts 2:42–47; Hebrews 10:24–25; John 13:34–35;
Galatians 6:2)
 EQUIPPING FOR SERVICE
We believe that every disciple is gifted to serve others in love, and so we encourage and train
people for compassionate service. (Ephesians 4:11–16; 1 Peter 4:10; Romans 12:4–8;
Galatians 6:9–10)
 SHARING OUR FAITH
We believe that every disciple is empowered to share Jesus Christ with others, and so we
encourage and train people for bold witness. (Acts 1:8; Acts 8:14; 2 Corinthians 2:14; 5:17–21;
Matthew 5:16; 1 Thessalonians 1:7–8)
Page 7 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Worksheet #3
STRATEGIC ALIGNMENT ESSENTIALS
Strategic Branding
Elements
Current Positioning
Revision
Date
1. Our Name
2. Our Logo
3. Our Tagline &
Scripture
4. Our Vision
What we want to be in the
future.
5. Our Mission
Why we exist.
6. B.H.A.G. - Big Holy
Audacious Goal
Not achievable without God’s
unique blessing.
7. Our
Core Values
Traditional definition: How we
will treat each other and our
constituents. (See also
Lencioni article.)
8. Elevator Speech
A 30- to 45-second sound bite
that every board member,
volunteer and staff member
can recite with passion, and by
memory.
Page 8 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
See Executive
Summary:
1. What is our
mission?
2. Who is our
customer?
3. What does our
customer value?
4. What are our
results?
5. What is our plan?
9. Our Answers to:
“The Five Drucker
Questions”
Resource:
The Five Most Important
Questions You Will Ever Ask
About Your Organization, by
Peter Drucker



10. Basic Brochures
Is there alignment?
Referring to Question
#5 on planning,
Drucker comments,
"Planning is not an
event. It is the
continuous process of
strengthening what
works and abandoning
what does not, of making
risk-taking decisions with
the greatest knowledge
of their potential effect, of
setting objectives,
appraising performance
and results through
systematic feedback,
and making ongoing
adjustments as
conditions change.”
Basic Brochure
Basic Newsletter
Annual Report
11. Websites & Blogs
Is there alignment?
12. Signage
Is there alignment?
13. Other:
Is there alignment?
JOHN PEARSON ASSOCIATES, INC.
Board Governance & Management Consultants
P.O. Box 74985  San Clemente, CA 92673
Mobile: (949) 500-0334  [email protected]
www.ManagementBuckets.com
Leadership/Management Book Reviews from
Your Weekly Staff Meeting eNews
Archives at: www.urgentink.typepad.com
Subscribe at: www.managementbuckets.com/enews
ECFA Governance of Christ-Centered Organizations Blog
www.ecfagovernance.blogspot.com
Page 9 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Worksheet #4:
Strategy & Tactics
to Introduce and Live Out Our Values
My Name
1
2
3
4
5
Other Thoughts (optional):
Page 10 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
October 15, 2015 – Your Weekly Staff Meeting (John Pearson)
http://urgentink.typepad.com/my_weblog/2015/10/peter-druckers-five-most-important-questions.html
Peter Drucker's Five Most Important Questions
Issue No. 331 of Your Weekly Staff Meeting features a new book on the five Drucker
Questions—jam-packed with color commentary from top leadership experts and
Millennials! And this reminder: subscribe here for Drucker Mondays, as 52 guest
writers share their favorite quotes and commentary from the new book, A Year With
Peter Drucker.
The Well-Oiled Machine of Mediocrity!
Caution! This will mess with your misinformed mantras!
According to Peter Drucker, “All the first rate decision makers I’ve observed had a very
simple rule: If you have quick consensus on an important matter, don’t make the
decision. Acclamation means nobody has done the homework.”
“Bottom line, Drucker is astoundingly more relevant today than ever. He was a Millennial in
his thinking before we knew of the Millennials.”
That’s the fresh insight and color commentary from Raghu Krishnamoorthy, in the new
book, Peter Drucker’s Five Most Important Questions: Enduring Wisdom for Today’s Leaders,
by Peter F. Drucker, France Hesselbein, and Joan Snyder Kuhl.
My copy of the “Five Questions” book (the 2008 version) has endured almost as many frequent
flier miles as I have. So I was delighted when the Frances Hesselbein Leadership Institute
(formerly the Peter F. Drucker Foundation for Nonprofit Management) delivered this new
hardback—commemorating 25 years of the institute’s work.
Still thin enough (90 pages, plus resources and study questions) so both staff and board
members will actually read the book, this updated gem walks leaders through “The Five Most
Important Questions You Will Ever Ask About Your Organization.” They are:
1. What is our mission?
4. What are our results?
2. Who is our customer?
5. What is our plan?
3. What does the customer value?
Page 11 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Drucker’s brief insights on all five questions are enhanced with new color commentary from a
blue ribbon panel of leadership gurus, including: Jim Collins, Marshall Goldsmith, Philip
Kotler, Jim, Judith Rodin, V. Kasturi Rangan, and many others. Each chapter includes
commentary from a Millennial writer—with stunning observations and honesty:
Commenting on “Question 3: What Does the Customer Value?” Nadira Hira writes, “It’s so
tempting to believe that we know better than ever before what our customers value.” She
wonders—thoughtfully—if with all of our mobile connectedness we’re using twenty-first
century technology effectively.
Hira notes that the best organizations “should never stop at the first, simplest, or most
available answer. They dig; they frame, and reframe; they explore all the angles they can
imagine to help customers discover deeper truths about their ideal experience. From taking
quick advantage of every bit of technology around, to doing as Peter F. Drucker did
decades ago—talking, live and in earnest, to real customers old and new—they
interrogate.”
Preach it! Over my last 10 years of consulting—one theme is consistent. It’s the very rare
client that invests significant time, money, research, and snooping to discover real gold in the
answers to Question 3: What Does the Customer Value?
This 2015 edition delights and surprises:
Question 1: What Is Our Mission? Heed this wisdom from Jim Collins on sticking to your
mission: “Just because something is a once-in-a-lifetime funding opportunity—is merely a
fact, not necessarily a reason to act.”
Question 2: Who Is Our Customer? On Uber (the global ride-sharing service) and other
disrupters: “Of course, the traditional taxi drivers are outraged, and some cities have banned
Uber because it is threatening the well-oiled machine of mediocrity.”
Question 3: What Does the Customer Value? Jim Kouzes: “Everything exemplary leaders do
is about creating value for their customers.”
Question 4: What Are Our Results? Adam Braun’s “Millennial Takeaway” notes: “At one point
a few years ago when we had built just a few schools, I wrote in my journal that if Pencils of
Promise built 30 schools by the time I turned 30, I could die a happy man. Today we’ve
opened more than 150. But here’s the important part—I was wrong about being able to die a
happy man. I still want to do so much more. As soon as something becomes possible, you start
thinking of what you can do next.”
Question 5: What Is Our Plan? Drucker lists five elements of effective plans:
• Abandonment
• Concentration
• Innovation
• Risk Taking
• Analysis
Page 12 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
On abandonment he preaches, “Ask of any program, system, or customer group, ‘If we
were not committed to this today, would we go into it?’ If the answer is no, say ‘How can
we get out—fast?’”
If you’ve never drilled down into these five Drucker questions, this jam-packed book of
wisdom is a must-buy. Practical. Timely. It’s a do-it-yourself strategic planning tool. You’ll
underline insights on every page. For example:
Kotler: “Nobody can guarantee your job. Only customers can guarantee your job.”
Drucker: “Self-assessment is the first action requirement of leadership: the constant
resharpening, constant refocusing, never being really satisfied.”
Kotler (again): Marketers must understand the four customer roles often in play when a family
purchases a car: initiator, influencer, decider, and buyer.
Krishnamoorthy: “You are going to the hospital to prevent diseases from happening, not just
to cure what you already have. Value, therefore, has to be translated from the mind-set of
the product to the mind-set of the customer.”
Drucker: “The question, What do customers value?—what satisfies their needs, wants, and
aspirations—is so complicated that it can only be answered by customers themselves. And the
first rule is that there are no irrational customers.”
To order from Amazon, click on the graphic below for Peter Drucker’s Five Most Important
Questions: Enduring Wisdom for Today’s Leaders, by Peter F. Drucker, France Hesselbein, and
Joan Snyder Kuhl.
Attn: Team Leaders! For additional resources on The Five Most Important Questions SelfAssessment Tool, click on the links below:
• Facilitator’s Guide
• Participant Workbook
Your Weekly Staff Meeting Questions:
1) “Concentration,” one of Drucker’s five planning elements is “building on success,
strengthening what does work,” he writes. But you “must choose the right concentrations,
or—to use a military term—you leave your flanks totally uncovered.” So…what works now that
we should strengthen even more?
2) “Risk taking,” says Drucker, must balance the short range with the long. “There is no
formula for these risk-taking decisions. They are entrepreneurial and uncertain, but they
must be made.” Is your organization risk-averse? If so, what opportunities have you missed?
Page 13 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)
Leadership Tip of the Day - Insights from Mastering the Management Buckets: 20
Critical Competencies for Leading Your Business or Nonprofit
As we cycle through the 20 buckets, here is an insight from Chapter 2, The Customer
Bucket, in Mastering the Management Buckets.
According to Bernhard Schroeder:
“It’s your customers’ expectations
you are trying to meet,
not your own.”
The above insight is from the Oct. 14, 2015 daily eNews, "Leadership Tip of the Day."
For a free subscription from the Hesselbein Institute, click here. For more insights and
resources, visit the Customer Bucket webpage.
Your Weekly Staff Meeting is emailed free two to four times a month to subscribers, the frequency of
which is based on an algorithm of book length, frequent flyer miles, and client deadlines.
Page 14 of 14 – Journey of Faith Core Values Process – Session #4 (December 10, 2015)