Strategic Planning THANK YOU! Strategic Planning Committee Members: - - PowerPoint PPT Presentation

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Strategic Planning THANK YOU! Strategic Planning Committee Members: - - PowerPoint PPT Presentation

Jan 21, 2024 207 likes •329 views

Strategic Planning THANK YOU! Strategic Planning Committee Members: Sarah Cox Kevin Hudalla - Chair Jeff Kaiserman Margie Oleson Ann Lori Patti Scheveck Paul McDowell Gregg Peterson Rev. Pat

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SLIDE 1

Strategic Planning – THANK YOU!

Strategic Planning Committee Members:

  • Sarah Cox
  • Kevin Hudalla - Chair
  • Jeff Kaiserman
  • Margie Oleson
  • Ann Lori
  • Patti Scheveck
  • Paul McDowell
  • Gregg Peterson
  • Rev. Pat Williamson
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SLIDE 2

Strategic Planning – Our Path

  • In 2016 The Board identifies the need to create a 3-5 year Strategic

Plan for Unity Minneapolis

  • January 2017 - Strategic Planning Committee is formed
  • April – June 2017 - Discovery Phase:
  • One-to-one Interviews
  • Focus Groups (3)
  • Surveys
  • July – Sept 2017 - Analysis Phase
  • Oct 2017 - Strategic Planning Committee

makes their recommendations to Board

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SLIDE 3

Strategic Planning Committee - Findings & Recommendations

OUR SPIRITUAL INTENTONS:

The Strategic Planning Committee identified three (3) Spiritual Intentions (core intentions) that emerged as themes and will serve as broad-based umbrellas that will hold the strategic priorities and goals for this spiritual community and its

  • ministry. The three (3) Spiritual Intentions (not in any order of priority) identified

for Unity Minneapolis are as follows:

  • SPIRITUAL TRANSFORMATION: We are a globally recognized center for spiritual

growth and transformation.

  • CONSCIOUS CONNECTIONS: We consciously create connections that celebrate

authentic relationships in the world.

  • ORGANIZATIONAL EXCELLENCE: We are a flagship ministry that demonstrates

excellence in our leadership, technology, and facilities.

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SLIDE 4

Spiritual Transformation Intention

Priorities Identified Under “Spiritual Transformation”:

  • TRANSFORMATONAL WORSHIP SERVICE & MUSIC
  • UNITY MESSAGE & UNITY PRINCIPLES (combined with Global Reach)
  • INSPIRING EDUCATION OPPORTUNITIES FOR CONSCIOUS SPIRITUAL

TRANSFORMATION & DEVELOPMENT

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SLIDE 5

Conscious Connections Intention

Priorities Identified Under “Conscious Connections”:

  • WELCOMING
  • SACRED SERVICE IN-REACH
  • SACRED SERVICE OUTREACH
  • YOUTH & FAMILY
  • INTER-GENERATIONAL & MULTICULTURAL EXPANSION
  • DYNAMIC SMALL GROUP MINISTRY
  • GLOBAL REACH
  • SUPPORT EXTERNAL PARTNERSHIPS
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SLIDE 6

Organizational Excellence Intention

Priorities Identified Under “Organizational Excellence”:

  • MINISTRY SUCCESSION PLANNING
  • KEY LEADERSHIP & STAFF DEVELOPMENT
  • FACILITIES REVIEW & ACCESSIBILITY
  • TECHNOLOGY & CONSCIOUS SOCIAL MEDIA
  • MARKETING & ADVERTISING
  • SOUND FISCAL ACCOUNTABILITY

– Resources – Stewardship – Prosperity Accountability – Tithing – Development

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SLIDE 7

Strategic Planning – Initial Priorities

THE INITIAL TOP FIVE (5) PRIORITIES IDENITIED BY UNITY BOARD OF TRUSTEES:

  • 1. FACILITIES REVIEW & ACCESSIBILITY (Organizational Excellence Intention)

Co-Champions: Sarah Cox & Margie Oleson

  • 2. TECHNOLOGY & CONSCIOUS SOCIAL MEDIA (Organizational Excellence Intention)

Champion(s): TBD

  • 3. YOUTH & FAMILY FOCUS (Conscious Connections Intention)

Champion: Nancy Maiello, Team Lead - Gregg Peterson

  • 4. MARKETING & ADVERTISING (Organizational Excellence Intention)

Champion(s): Rev. Pat Williamson, Team Lead – Ashley Stockwell

  • 5. SOUND FISCAL ACCOUNTABILITY (Organizational Excellence Intention)

Champion: Jim Nepp

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SLIDE 8

Strategic Planning – Secondary Priorities

IDENTIFIED SECONDARY PRIORITIES:

  • SACRED SERVICE IN-REACH (Conscious Connections Intention)
  • INSPIRING EDUCATIONAL OPPORTUNITIES for CONSCIOUS SPIRITUAL

TRANSFORMATION & DEVELOPMENT (Spiritual Transformation Intention)

  • WELCOMING (Conscious Connections Intention)
  • TRANSFORMATIONAL WORSHIP SERVICE & MUSIC (Spiritual Transformation

Intention)

  • DYNAMIC SMALL GROUP MINISTRY (Conscious Connections Intention)
  • KEY LEADERSHIP & STAFF DEVELOPMENT (Organization Excellence Intention)
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SLIDE 9

Strategic Planning – Tertiary Priorities

IDENTIFIED TERTIARY PRIORITIES:

  • UNITY MESSAGE & UNITY PRINCIPLES (Spiritual Transformation Intention)
  • GLOBAL MULTI-CULTURAL & INTERGENERATIONAL EXPANSION (Conscious

Connections Intention)

  • SUPPORTIVE EXTERNAL PARTNERSHIPS (Conscious Connections Intention)
  • SACRED SERVICE OUTREACH (Conscious Connections Intention)
  • MINISTRY SUCCESSION (Organization Excellence Intention)
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SLIDE 10

Strategic Planning – Next Steps

TIMELINE FOR OUR FIRST FIVE (5) PRIORITIES:

  • Identified CHAMPIONS and TEAM LEADS meet with the Board of Trustees
  • n Monday, December 11th to KICK-OFF our initiatives.
  • CHAMPIONS and TEAM LEADS initiate a FIRST MEETING for their TEAM

and/or AD-HOC COMMITTEE in January.

  • Within a 60-90 day window the designated TEAM completes their review
  • f their initiative/priority and provides a PLAN OF ACTION document to

the Board of Trustees with their recommendations.

  • The Board of Trustees meets to review TEAM recommendations and

vote on ACTIONS identified.

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SLIDE 11

Strategic Planning – We Need You!

HOW CAN I HELP:

  • SIGN-UP SHEETS are available in the Garden Court if you would like to

provide sacred service on any of five (5) initial TEAMS/AD-HOC COMMITTEES being formed.

  • Please reach out to ANY of the Board of Trustees if you have any

questions RE: this process and how you might want to be involved.

  • There will be future opportunities to participate on TEAMS/AD-HOC

COMMITTEES as we undertake SECONDARY PRIORITIES and any TERTIARY PRIORITIES the Board of Trustees has identified.