Congrega(onKolHaverimStrategicPlan

(ProposedforApproval)

May2016

EXECUTIVESUMMARY–  Mobiliza:on–  Charter–  Themes,PriorityIdeasandStakeholders

STRATEGICPLANNINGCOMMITTEEDEVELOPMENTPROCESSCONTEXTKEYTHEMES

–  Summary–  Connectedness–  Ritual&Spirituality–  Educa:on–  SocialAc:on–  CultureOfEngagement–  Governance–  Finance

SOLUTIONCHARACTERISTICSADDITIONALIDEAS

CONTENTOVERVIEW

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STRATEGICPLANNING:EXECUTIVESUMMARYMOBILIZATION

TheBoardofTrusteeswillberesponsibleforimplementa:onoftheplanwiththeImmediatePastPresident

specificallychargedwithoversight.Asnecessary,theBoardwillappointataskforcetoamendorsupplementthe

priorityideasinthecurrentplan.

CHARTER

Developmedium-termstrategicplan:

•  Commencesac:ononkeypriorityresul:ngfromMay2015BOTretreat

•  Engagesmembershipinconversa:ontoexplorepriori:esanddevelopthemes

•  Incorporatesinputsandconsidera:onsfromkeystakeholders

•  Priori:zesspecificfindingsandac:onorientatedrecommenda:ons

•  ProvidesapathtostrengtheningKolHaverim’smission

•  Allowsforflexibilityinchoiceofrecommenda:ons

•  Doesnotimposeanundueburdenonresources(people/$)

•  Ar:culatesgoalswhichareachievableover1-3yearperiod

Thefollowingnoteworthytopicswerespecificallyexcludedfromthescopeoftheplan.

•  Rabbinictransi:on

THEME1:CONNECTEDNESS

1.  Reinvigorate“RoomParent”structurebothinsideandoutsideoftheclassroom,buildingconnec:onacrossclassroomfamiliesStakeholders:Educa1on(VP&Commi:ee),ReligiousSchoolAdministra1on

2.  Createa“firstyearmember”processtoensurenewmembersareengagedthroughtheirfirsttwelvemonthsinaconsistent,thoughgulwayStakeholders:MembershipCommi:ee,Rabbi

3.  Createspecificopportuni:estowelcomeextendedfamily(e.g.grandparents)toahendandpar:cipateineventsStakeholders:Keyprogrammingcommi:ees–(Membership,Sisterhood,Brotherhood,LifelongLearning)

THEME2:RITUAL&SPIRITUALITY

1.  Testnewideaswithlihleinterrup:ontotradi:onalprac:ce–considerHavdalahevents,useofmonthswithafiihFriday,“doubleheaders”withaservicebeforethegeneralserviceStakeholders:Rabbi,TaskForce(TBD)

2.  MakeKHaplaceto“markyourJewishcalendar,”ensuringmeaningfuleventsforallholidaysthatoffersomethingforeverybodyStakeholders:RitualCommi:ee,Rabbi

3.  Incorporateincreasedexplana:onof“why”intoservices(bothcontext/historyoftheprayerandrelevancetoday)Stakeholders:Rabbi

THEMES,PRIORITYIDEAS,STAKEHOLDERS

STRATEGICPLANNING:EXECUTIVESUMMARY

THEME3:EDUCATION

1.  Implement/adoptnew“ChaiCurriculum”forreligiousschoolStakeholders:Educa1on(VP&Commi:ee),ReligiousSchoolAdministra1on

2.  Con:nuestrongofferingofAdultEduca:onandbehercommunicatecatalogueStakeholders:Marke1ng/Communica1onsLead,Keyprogrammingcommi:ees(Membership,Sisterhood,Brotherhood,LifelongLearning)

THEME4:SOCIALACTION

1.  Engagemembershipiniden:fyinginterestsandagreeingtospearheadprojects,leveragingyouthStakeholders:SocialAc1on

THEME5:ENGAGEMENT1.  Reviewoverallcommunica:onstrategyforkeepingcongrega:onandcommunityinformedofofferings

Stakeholders:Marke1ng/Communica1onsLead

2.  Create“volunteercoordinator”roletoinspireengagementandcoordinatevolunteerismStakeholders:VolunteerCoordinator(TBD)

THEMES,PRIORITYIDEAS,STAKEHOLDERS

STRATEGICPLANNING:EXECUTIVESUMMARY

THEME6:GOVERNANCE

1.  EstablishGovernancetaskforcetopriori:zekeyitemsandaddressoveratwo-yearperiod.Taskforceshouldcreatesub-groupsinvolvingotherkeylayleadersandprofessionalsasnecessarytoaddressissues.(InProgress)Stakeholders:GovernanceTaskForce,BoardofTrustees

2.  Establishproceduresforensuringongoingreviewandimplementa:onofgovernanceprocessStakeholders:President,Governancetaskforce(toberealizedwhenthetaskforcecompletesitsprocess)

THEME7:FINANCE

1.  Strengthenandcoordinatetogrowour“CultureofGiving”Stakeholders:Finance,Fundraising

2.  Ensuretransparencyoffinancialopera:onstocongregantsviaongoingcommunica:onsStakeholders:Finance,Communica1ons

THEMES,PRIORITYIDEAS,STAKEHOLDERS

STRATEGICPLANNING:EXECUTIVESUMMARY

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STRATEGICPLANNINGCOMMITTEE

RonRadin,Chair PastPresident

LeeBerger CurrentAt-LargeBoardMember

HowieBreinan President

HarrietCutler MembershipCommiheeChair

LarryGarfinkel CurrentAt-LargeBoardMember;FinanceCommihee

AllisonKaufman Educa:onCommiheeMember

LoriShore PastExecu:veBoardMember

RabbiMarantz ExOfficioMemberofStrategicPlanningCommihee

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DEVELOPMENTPROCESS

DevelopTeam

Mission

• ReviewBOTretreatmaterial• Obtainguidanceofoutsideexpert•  SummarizeSWOT• Determinedatagatheringtechnique

DataGathering

•  Phaseone–focusgroups:• Analyzememberdemographics• Developedfourdis:nctgroupstoleveragefocusgroupinputsandteamresources• Ninesessionsheld~50par:cipants

• PhaseTwo–e-mailsurvey:Ensureallcongregantshaveopportunitytoprovidethoughtsandideastoinformstrategicplan;fewresponsesreceived,feedbacksimilartofocusgroupfindings

PlanCrea(on

•  Synthesizefeedback;conceptsconcentratedaround5themes• Assignfocusgroupideastospecificthemes• Priori:zeideasaroundeachthemetobalanceloadoncommihees/personnelandfinances•  Iden:fiedaddi:onalthemesemergingfromleadershippriori:es(governance,finance)

PlanCommunica(on

• April–PreliminaryBOTpresenta:on• May–FinaldocumenttoBOT•  June–Congrega:onmee:ng

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CONTEXTInAugust2015,theKolHaverimBoardofTrusteesaskedagroupofvolunteerstoformaStrategicPlanningCommiheeinordertoshepherdtheprocessofestablishingcongrega:onalgoalsandpriori:esforthenextfewyears.ThisCommiheeiscomprisedofcongregantsalreadyac:veinsynagoguelife,includingcommiheechairs,commiheemembers,andBoardmembers,andisledbyapastpresident.Thecommiheesoughttocollectfeedbackfromthecongrega:onat-largethroughavarietyofmeans,andsynthesizeitintoacoherentsetofac:on-orientedrecommenda:ons.TheoutputwouldbeaStrategicPlanproposedtoguideKolHaverim’spriori:esinthecomingyears.SpecificallyexcludedfromthescopeoftheStrategicPlanningCommihee’sworkwerethefollowing:

•  RabbinicalSearch&Transi1on:Atthe:metheStrategicPlanningCommiheewasconvened,andthroughoutmostofthediscoveryprocess,theupcomingRabbinicaltransi:onwasnotknown,andthereforenotincluded.Sincethetransi:onhasbeenannounced,separategroupswillguideandleadthetransi:onandrabbinicalsearchefforts.

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TheStrategicPlanseeksto:•  Highlightthethemesthatemergedasbeingthemostimportantfocusareas•  Providecontextbysuppor:ngeachhigh-levelthemewithadigestofkeyconversa:onsandbeliefs•  Iden:fykeyconsidera:onsthatshouldbeaddressedinimplemen:ngsolu:ons•  Providespecific,ac:on-orientedideastohelpjump-startsubsequentprogress

Throughthecourseofourwork–focusgroupsandindividualconversa:onswithcongregantsandlayleaders,reviewofrelatedhistoricalsynagoguematerials,explora:onofURJresources,reviewofsimilarar:factsfromothersynagogues,andthoughguldiscussionstosynthesizethesedisparatematerials-weiden:fiedfivekeythemes.Thesethemesemergedinnearlyallofourconversa:ons,regardlessoffamilysitua:on,synagoguetenure,andotherdemographicdifferences.Together,theyformtheframeworkforthisstrategicplan,whichlaysoutconsidera:onsandideastoensurewemeettheneedsofourcommunity,increaseindividual/familyengagement,andensurethecongrega:onisposi:onedforthefuture.

CongregantIdenFfiedKeyThemes•  Connectedness•  Ritual&Spirituality•  Educa:on•  SocialAc:on•  CultureofEngagement

CONTEXT

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Theseareasalsoalignwiththemostcommonfundamentalsthatemergeassynagoguesundergostrategicplanningefforts,thoughthespecificwaysinwhichwedesignanddrivetowardsthesethemeswillbeasuniqueasweare.Inaddi:ontothethemesiden:fiedaspartoftheStrategicPlanningCommihee’swork,asixthandsevenththemewereiden:fiedandpriori:zedbytheBoardofTrustees.Theseaddi:onalareas–GovernanceandFinance–havebeenincorporatedintothisplanreflec:ngworkto-datefromtheGovernanceTaskForceandtheFinanceCommihee.Inthecourseofourwork,manyspecificideasandsugges:onswerealsoraised.Asacommihee,wesoughttoiden:fythemostcri:calideasthatwouldbestrategicenablersforeachtheme;thosehavebeeniden:fiedas“PriorityIdeas.”Beyondthose,alargenumberofthoughgulandvaluableideasweresharedthathavealsobeenincludedinthisdocument(“Addi:onalIdeas”),andwillbeprovidedtotheappropriatecommihee(s)fortheirconsidera:on.Itiscri:caltorecognizethatourmembershipisverydiverse–inage,familycomposi:on,ritualpreferences,andotherimportantcharacteris:cs–andtheenvironmentwewishtocreatemustbewelcomingandaccep:ngofthisdiversity.

CONTEXT

1.   ConnectednessFOSTERASENSEOFBELONGING,COMMUNITY,ANDHOME,STRENGTHENINGTHEBONDSBETWEENPEOPLEANDEMBRACINGOURDIVERSITY

2.   Ritual&SpiritualitySUPPORTTHEJEWISHLIFEOFTHECOMMUNITY,HONORINGTHEBROADSPECTRUMOFOURMEMBERSHIP’SWORSHIPPREFERENCESWITHINTHECONTEXTOFREFORMJUDAISM

3.   Educa(onBEACENTEROFJEWISHLEARNING,ENGAGINGFAMILIESASTHEIRCHILDRENLEARN,ANDPROVIDINGMEANINGFULANDENGAGINGADULT-ORIENTEDEXPERIENCES

4.   SocialAc(onEMBEDTHEPRACTICEOFJEWISHVALUESINTOOURCOMMUNITYTHROUGHAVARIETYSOCIALACTIONACTIVITIESTHATINCLUDEACCESSPOINTSFORMEMBERSOFALLAGESANDSTRENGTHENTHEBONDSBETWEENUS

5.   CultureofEngagementGROWTHELEVELOFENGAGEMENTINTHECOMMUNITYBYINCREASINGCONGREGATIONALPARTICIPATION,INSPIRINGPEOPLETOBECOMEMOREINVOLVED,ANDDEVELOPINGNEWLEADERS

6.   GovernanceIMPROVEOPERATINGSTRUCTURES,PROCEDURESANDCOMMUNICATIONSTOREALIZEEFFICIENTUSEOFSTAFFANDLAYRESOURCESTOWARDOURMISSION

7.   FinanceENSURELONG-TERMFINANCIALHEALTHANDSTABILITYBYDRIVINGINCREASEDCONGREGATIONALINVESTMENTINOURFUTURE,ANDADOPTINGFINANCIALPRACTICESTHATALIGNWITHOURVALUESANDENSURETRANSPARENCY

KEYTHEMES(SUMMARY)

FOSTERASENSEOFBELONGING,COMMUNITY,ANDHOME,STRENGTHENINGTHEBONDSBETWEENPEOPLEANDEMBRACINGOURDIVERSITY

Amongourcongregants,thedesireforcommunitywaschiefamongtheindividualandfamilygoalssuppor:ngaffilia:onwithKolHaverim.WefoundthatthosecongregantsmostengagedintemplevolunteerismandleadershipconsistentlycitedtheimportanceofKolHaverimintheirliveslargelybecauseofthecommunitybondstheyhadformed.Webelievethatadeliberatefocusoncrea:ngthatsamesenseofinclusionandconnectednessacrossouren:remembershipiscri:caltoourlong-termsuccess.Understandingthatweliveinanincreasinglysecularworld,thisconnectednessextendsbeyondreligiousandritualaspectstoincludeastrongfocusonsocialengagementaswell.Wealsoheardstronginterestforopportuni:estointeractacross“demographiclines”–ensuringKolHaverimcreatesspaceforpeoplewhomaynototherwisecrosspathstocreatebonds.ConsideraFons:•  Consideranyuniqueissuesandpreferencesfacedbyvariouscongregants(e.g.mobility,appropriatenessforchildren)•  Ensureyouthareconsideredwithinplans,andleveragethemtobringenergyandpassiontoprojects•  Broadenareasofprogramthatareperceivedtobepurelychild-focusedtoincludeadult-focusaswell(e.g.Shpiel,Carnival)PriorityIdeas1.  Reinvigorate“RoomParent”structurebothinsideandoutsideoftheclassroom,buildingconnec1onacrossclassroomfamilies2.  Createa“firstyearmember”processtoensurenewmembersareengagedthroughtheirfirsttwelvemonthsinaconsistent,

thoughZulway3.  Createspecificopportuni1estowelcomeextendedfamily(e.g.grandparents)toa:endandpar1cipateinevents

THEME1:CONNECTEDNESS

SUPPORTTHEJEWISHLIFEOFTHECOMMUNITY,HONORINGTHEBROADSPECTRUMOFOURMEMBERSHIP’SWORSHIPPREFERENCESWITHINTHECONTEXTOFREFORMJUDAISM

KolHaverim’soriginalforma:onandcharterasaReformsynagogue,consideringmoretradi:onal/Conserva:veupbringingandpreferencesoffoundingmembers,hasbeenbothimportanttooursurvivalandchallengingtoouriden:ty.Inourconversa:onswithmembers,whomoreoienthannotwereraisedinConserva:vetradi:onratherthanaReformtradi:on,manyoftheritualsugges:onsunsurprisinglyalignedmoretowardsaConserva:vephilosophythanaReformone.WebelievethatwithintheReformtenetof“informedchoice”thereisroomforadiversityofprac:ce,andthatKolHaverimwillbenefitfromthedialoguethataccompaniesadiversityofritualpreferences.Wemustalsoensurethatthosewhofavorlesstradi:onalprac:ceandritualalsofeelathomeinKolHaverim,andthattheirprac:cenotbemandatedbythepreferencesofothers.Inshort,oneperson’sfreedomofprac:ceendswhereitimpactsorlimitsanother’sfreedomofprac:ce.Thisisacarefulbalancethatmustbeachieved.TheoverwhelmingmajorityofcongregantswespokewithaboutritualandworshipassociatedsignificantpersonalvalueinmarkingtheeventsoftheJewishcalendarwitheventsatKolHaverim.Oien,thethingsthatbroughtthemtothephysicalspacewereholidayrelated–Hannukahdinner,PurimCarnival,SecondSeder.Inaddi:on,manywereexcitedwhentherewere“newanddifferent”events,suchasaHawaiianthemedShabbatoraTotShabbatHavdalahexperience,andthoseeventsalsoresultedinsignificantpar:cipa:on.Inaddi:on,manycongrega:onalleadershaveexpressedaninterestinrevitalizinga“ShabbatCulture”atKolHaverim,hopingtodrawanincreasingpropor:onofourmembershipforFridaynightservices.AccomplishingsuchachangewillrequireafocusedeffortinmakingKHaplacethatcongregantswanttobeonFridaynights,arespitefromtheirbusysecularlives.ConsideraFons:•  Balancebetweentradi1onalprac1ceand“newanddifferent”experiences•  Recogni1onthatmembersmaybeinterestedinhavingaJewishlife,butmaybelessinterested/abletoa:endShabbatservices

PriorityIdeas:1.  Testnewideaswithli:leinterrup1ontotradi1onalprac1ce–considerHavdalahevents,useofmonthswithafi`hFriday,“double

headers”withaservicebeforethegeneralservice2.  MakeKHaplaceto“markyourJewishcalendar,”ensuringmeaningfuleventsforallholidaysthatoffersomethingforeverybody3.  Incorporateincreasedexplana1onof“why”intoservices(bothwhatisthecontext/historyoftheprayerandwhyisitrelevanttoday)

THEME2:RITUAL&SPIRITUALITY

BEACENTEROFJEWISHLEARNING,ENGAGINGFAMILIESASTHEIRCHILDRENLEARN,ANDPROVIDINGMEANINGFULANDENGAGINGADULT-ORIENTEDEXPERIENCES

TheimportanceofJewishlearningarosefromnearlyeverycongregantwespent:mewith,andittooktwoverydis:nctflavors.Amongthosewithchildreninthereligiousschool,therewasclearlyafocusonJewisheduca:onforthechildren.TheimportanceofameaningfulcurriculumthatincludesJewishprac:ce,values,lifecycleevents,andHebrewwasstressed.Somecongregantsexpressedinterestinopportuni:esforincreasedHebrewfluency.Mostcommonwasadesirebyparentstostaybeherinformedofandmoreengagedwiththeirchildren’slearning.Almostuniversallymen:onedbyfamiliesthathavebeenpartoftheCKHreligiousschoolformanyyearswasthebondingthathistoricallyoccurredwiththeotherfamiliesintheirchildren’sgradelevel.Thisreliedheavilyontheestablishmentof“RoomParents”thathadcertainresponsibili:es.Whenthisapproachwaseffec:ve,childrenremainedengagedwithKolHaverimwellaierB’naiMitzvotandConfirma:on,familiesestablishedlife-longconnec:on,andcon:nuingmembershippersistedathighrates.Forthosecongregantswithoutchildreninthereligiousschool,therewasastronginterestinKolHaverimcrea:ngandprovidingengagingandrelevantprogramming(bothJewishandsecular)forthemtoexperience.Manyrou:nelytakeadvantageofJewishlearningexperiencesinthegreaterHargordarea.Othersexpressedaninterestinadultlearningexperiences,butoienhavedifficultyinphysicallyahendingevents,thoughaninteresttoremainengagedpersisted.Forthis,anonline/digitalcomponentwassuggestedasapossibility.ConsideraFons:•  Considerbothin-personlearningaswellasdigitallyenabledlearninganddiscussion•  Leverageoccasionswhencongregantsarealreadytogether(e.g.learningexperienceswhilechildrenareinreligiousschool)•  Considerestablishingmeaningfulexpecta1onsforparentalinvolvementandengagementintheirchildren’sJewishlearning•  Educa1onalopportuni1esforallages,stagesoflife

PriorityIdeas:1.  Implement/adoptnew“ChaiCurriculum”forreligiousschool2.  Con1nuestrongofferingofAdultEduca1onandbe:ercommunicatecatalogue

THEME3:EDUCATION

EMBEDTHEPRACTICEOFJEWISHVALUESINTOOURCOMMUNITYTHROUGHAVARIETYSOCIALACTIONACTIVITIESTHATINCLUDEACCESSPOINTSFORMEMBERSOFALLAGES

ANDSTRENGTHENTHEBONDSBETWEENUS

Theno:onofSocialAc:onand“makingadifference”isakeyaspectofmodernJudaism.Innearlyeveryothersynagoguemission,vision,andstrategicplanwereviewedaspartofthiswork,SocialAc:onwasaprominentplagorm.Ourleadershipreviewscri:caldecisionsnotsimplywithabusinesslens,butalsowithinthecontextofJewishvalues,oienasking,“whatwouldbetheJewishthingtodo?”asapartofthedecision-makingprocess.OurchildrenstudyJewishvaluesintheclassroom.OurB’naiMitzvotarerequiredtoleadsocialac:onworkaspartoftheirpathwaytoadulthood.Butasacommunity,wes:llhavemuchtodo.Whilethereexistmanysocialac:onopportuni:esatKolHaverim,wedonothaveacohesivestrategythatincorporatesserviceandsocialjus:ceintothefabricofthecongrega:on.Webelievethatasocialac:onstrategythatexpectsandenablescongregants(regardlessofage)theopportunitytoengageinsocialac:on,withasecondarygoalofcrea:ngconnectednessbetweencongregantsastheyengageinsocialac:onprojectstogether,wouldbeaworthyaddi:on.ConsideraFons:•  Accesspointsthatworkacrossallmembersitua1ons(e.g.youngchildren,day/1meavailability)•  Causesthatspaninterests(e.g.local,na1onal,faith-based)

PriorityIdeas:1.  Engagemembershipiniden1fyinginterestsandagreeingtospearheadprojects,leveragingyouth

THEME4:SOCIALACTION

GROWTHELEVELOFENGAGEMENTINTHECOMMUNITYBYINCREASINGCONGREGATIONALPARTICIPATION,INSPIRINGPEOPLETOBECOMEMOREINVOLVED,

ANDDEVELOPINGNEWLEADERS

Congrega:onalsuccessrestsinlargepartontheworkofvolunteerstoplanandexecuteprograms,runcommihees,andleadthecongrega:on.Inrecentyears,thiscadreofvolunteerstendstowardsthesamesmallgroupofhighlyengagedcongregantsthatrou:nely“answerthecall”whenasked.Beyondthisgroupofvolunteers,engagementmaybemeasuredbycongrega:onalpar:cipa:oninservicesandprogramming.Webelievethatbothoftheseareaspresentanopportunity:-  Increaseinthenumberofveryac:velyengagedcongregantsthatvolunteer,workonandleadcommihees,andserveontheBoard-  Connectwithunengagedanddisengagedcongregantstoengagethemtopar:cipateincongrega:onallife(worshipandprogramming)Wealsobelievethatthepathwaytoanincreasinglyengagedcongrega:onencouragesallcongregantstofeelasenseofownershipincongrega:onallife,andoffersthefreedomtocreateeventsandprogrammingwithoutbeingoverwhelmedbybureaucracy.Afullyengagedcongrega:onwillenjoyahighrateofreten:onandwillhelptoahractnewmembers.ConsideraFons:•  Ensure“bridges”existtohelpcongregantstransi1onfromonelifestagetothenextsopeopledonotget“lostintheshuffle”(e.g.Tot

Shabbattofamilyservice;Post-Confirma1on)•  Considerthevarietyofcommunica1onpreferencesofcongregants•  Leveragethe“alreadyinspired”toinspiremoreengagement

PriorityIdeas1.  Reviewoverallcommunica1onstrategyforkeepingcongrega1onandcommunityinformedofofferings2.  Create“volunteercoordinator”roletoinspireengagementandcoordinatevolunteerism

THEME5:CULTUREOFENGAGEMENT

IMPROVEOPERATINGSTRUCTURES,PROCEDURESANDCOMMUNICATIONSTOREALIZEEFFICIENTUSEOFSTAFFANDLAYRESOURCESTOWARDOURMISSION

Theneedtoaddressissuesingovernancehasarisenfromongoingconversa:onsamonglayleadershipandstaff,andbecameespeciallyapparentattheMay2015leadershipconferenceinvolvingtheboardandotherlayleaders.Concernssurroundedthelackofconsistentandclearlywrihenproceduresandprocessesleadingtopoorcommunica:onsbetweenstaff,theboard,andcommiheesandtoinefficientopera:on.ConsideraFons:•  Clarifica1onofroles,responsibili1es,accountabili1es,andauthori1esoftheboard,staff,andcommi:ees/otherlayleaders.•  Opera1onalprac1cesandprotocolsensuringproperrecordkeepingandcommunica1onsbetweenstaff,board,andcommi:ees.•  Efficientopera1onoftheboardincludinganevalua1onofboardsize,proceduresforchoosingboardmembers,mee1ngprocedure,and

decisionmakingprocess.•  Proceduresforevalua1ngboard,staff,andcommi:eefunc1on.•  ReviewandrevisionofBylawsasnecessary.•  Traininganddevelopmentoflayleaders.•  Evalua1onofcommi:eestructure;dis1nguishingneedsforstandingcommi:eesvs.workinggroupsortaskforces.PriorityIdeas*:1.  EstablishGovernancetaskforcetopriori1zeaboveconsidera1onsandaddressoveratwo-yearperiod.Taskforceshouldcreatesub-

groupsinvolvingotherkeylayleadersandprofessionalsasnecessarytoaddressissues.(Inprogress)2.  Establishproceduresforensuringongoingreviewandimplementa1onofgovernanceprocess

THEME6:GOVERNANCE

*GovernancePriorityIdeasarenotelaboratedinSolu1onCharacteris1cssec:on,astheywillbedevelopedaspartofGovernanceTaskForcework

ENSURELONG-TERMFINANCIALHEALTHANDSTABILITYBYDRIVINGINCREASEDCONGREGATIONALINVESTMENTINOURFUTURE,ANDADOPTINGFINANCIALPRACTICESTHATALIGNWITHOURVALUESANDENSURETRANSPARENCY

Giventhereali:esofchangingdemographics,synagogueaffilia:onrates,andotherfinancialfactors,financialtrade-offsandtopicsfrequentlyrepresentasignificantpor:onofFinanceCommiheeandBoardofTrustees:meanddiscussion.Thereisoiensomelevelofconflictbetweenourfinancialrealityandwhatwewouldliketobeabletofund.Unfortunately,“theJewishthingtodo”andthewayinwhichwewouldliketoembodyourvaluesoienrequireresourcesthatwesimplydonothave.AnumberofFinancialgoalshavebeenbroadlyiden:fied(mortgagepayoff,endowmentgrowth,increasedgiving)aswellassomespecificac:onsthatcanbetakentohelpfacilitateachievementofthosegoals.Inaddi:on,webelievethatexecu:onofthestrategicplanoverallcanhaveasubstan:alimpactonthelevelofengagementofourmembership,whichwouldsimilarlybenefitourfinancesviamemberreten:onandincreasedfinancialinvestmentinKolHaverim.ConsideraFons:•  Iden1fyspecific,quan1fiedgoalsforeachstrategytomeasuresuccess•  Stressopencommunica1on/transparencyasac1onsareundertaken•  Ensureeffortsarecoordinatedacrossallstakeholdergroupsto(1)avoidoverlapping1mingforfinancialrequestsand(2)aligningwith

effortstoachieveotherstrategicgoals•  Leverageavailableresourcesinpursuitofgoals(e.g.URJ,Federa1on)PriorityIdeas:1.  Strengthenandcoordinatetogrowour“CultureofGiving”2.  Ensuretransparencyoffinancialopera:onstocongregantsviaongoingcommunica:ons

THEME7:FINANCE

SOLUTIONCHARACTERISTICSConnectedness#2Createa“firstyearmember”processtoensurenewmembersareengagedthroughtheirfirsttwelvemonthsinaconsistent,thoughZulway

•  Considerdifferingprocessesforfirstyearmembersindifferentlifestages(e.g.youngchildren,olderchildren,nochildrenathome)

•  Shouldinclude“covenantofmembership”tostressmutualityofrela:onshipandcongregantdu:es/responsibili:es

RecommendedNextStep:RequestthatMembershipCommi:eedra`process,tobereviewedwithRabbiandBoardofTrusteesforfeedback.

Connectedness#1Reinvigorate“RoomParent/Family”structurebothinsideandoutsideoftheclassroom,buildingconnec1onacrossclassroomfamilies•  Establishresponsibility/roleforcentralRoomparentcoordina:on&escala:on•  Rotateannuallysosameindividualsarenotexpectedtoserveeveryyear•  Establishexpecta:onswithparentsthattheybemeaningfullyengagedintheirchildren’seduca:on

•  RoomFamiliesengagementshouldinclude:•  CurriculumSharing•  ClassroomAc:vi:es&At-HomeAssignments•  Volunteer/SocialAc:onAc:vi:es•  ShabbatServices(FridayorSaturday)•  SocialAc:vi:es

•  Consideropportuni:estokeepparentsinthebuildingduringschoolRecommendedNextStep:Establishtaskforceincoordina1onwithEduca1onVP&Commi:eeandReligiousSchoolAdministratorstodevelopspecificplan.

Connectedness#3Createspecificopportuni1estowelcomeextendedfamily(e.g.grandparents)toa:endandpar1cipateinevents

•  Considerextensionsofexis:ngprogrammingtoincludeextendedfamily(e.g.TotShabbatGrandparentsNight)

•  Considerextendedfamilyin“mul:pledirec:ons”–grownchildren,grandchildren,grandparents,visi:ngrela:ves

•  Iden:fyopportuni:estowelcomeextendedfamilyintoholidaycelebra:ons

RecommendedNextStep:Connectwithkeyprogrammingcommi:ees(e.g.Membership,Sisterhood,Brotherhood,LifelongLearning)tocometogetherforjointbrainstormingac1vi1es.

Ritual&Spirituality#1Testnewideaswithli:leinterrup1ontotradi1onalprac1ce–considerHavdalahevents,useofmonthswithafi`hFriday,“doubleheaders”withaservicebeforethegeneralservice

•  Considerfact-findingwithotherareasynagogues/religiousins:tu:onsthatsimilarlyconductexperimentalprac:cealongsidetradi:onalprac:ce

•  Engagein“tests”withapproachtomeasuresuccessdevelopedpriortolaunch

•  Recognizepossibleincuba:on:me/repe::onrequiredforideasspreadand“catch”

RecommendedNextStep:Iden1fycongregantsinterestedinlesstradi1onalprac1cetocometogethertobrainstormwithRabbiandpriori1zetopideastotest.

SOLUTIONCHARACTERISTICSRitual&Spirituality#2MakeKHaplaceto“markyourJewishcalendar,”ensuringmeaningfuleventsforallholidaysthatoffersomethingforeverybody

•  ReviewfullcalendaryearofHolidayevents,consideringkeydemographicsegments,andensuringmeaningfulengagementopportuni:es

•  YoungFamilies•  School-AgeFamilies•  OlderChildreninHome•  NoChildreninHome•  MixedMarriages

•  Considerhowfulldocketofcalendarofferingsmaybeposi:oned

RecommendedNextStep:EngageRitualCommi:eetoInventoryHolidayOfferings/EventsandReviewAgainstDemographicSegments

Ritual&Spirituality#3Incorporateincreasedexplana1onof“why”intoservices(bothwhatisthecontext/historyoftheprayerandwhyisitrelevanttoday)

•  ConsiderbeginningwithFridaynightShabbatServiceaswellasSaturdaymorningBar/BatMitzvahservicetoensuremeaningfulunderstandingofwhyprayersareincluded

•  Iden:fypoten:alop:onsforofferingincreasedprayerexplana:onswithappropriatebalancetoservicelength

•  Consideropportuni:esoutsideofservicestoprovideeduca:onregarding“Why?”(ReligiousSchool;LifelongLearning)

RecommendedNextStep:HandofftoRabbitoconsiderincorpora1on,aswellascrea1veop1onsforprovidingaddi1onalcontextwithoutsignificantimpacttoservicedura1on.

EducaFon#1Implement/adoptnew“ChaiCurriculum”forreligiousschool

•  ReviewnewChaiCurriculum•  Iden:fyanysupplementalcontenttoincorporateintocurriculum•  Ensureparentshaveaclearunderstandingofsyllabusandclear

understandingofstudent/familyexpecta:ons

RecommendedNextStep:Hand-offtoVPEduca1on&Commi:eeandReligiousSchoolAdministratorstodevelopimplementa1onplan.

EducaFon#2Con1nuestrongofferingofAdultEduca1onandbe:ercommunicatecatalogue

•  Considercrea:onofannualcatalogueofofferingstocommunicateholis:cally,ratherthanone-at-a-:me;thoughplanningcyclesmaypreventprospec:veannualview,considerretrospec:vetoconveybreadthofofferings

•  Considercoordina:ngwithothercommunitygroups(e.g.Federa:on,OtherSynagogues)inofferingAdultEduca:on

•  Developstrategicplanforcommunica:ngeduca:onofferings•  Ensureclarityandaccuracyofevent/educa:onpublicity(e.g.website,

Facebook,emailblasts,posters,OrderofWorship)

RecommendedNextStep:Establishtaskforceincoordina1onwithMarke1ng/Communica1onsexpertsaswellasprogrammingleads(e.g.LifelongLearning,Sisterhood)todevelopcommunica1onrecommenda1ons.

SOLUTIONCHARACTERISTICSSocialAcFon#1Engagemembershipiniden1fyinginterestsandagreeingtospearheadprojects,leveragingyouth

•  Encouragecrea:onofmul:pleaccesspointsforsocialac:on(e.g.youngfamilies,re:reeday:meac:vi:es)

•  Createsuccesseswithsmall-scalesocialac:onprojects•  LeverageReligiousSchoolRoomParent/Familyrecommenda:onsto

jump-startincreasedsocialac:onac:vi:es•  Consideraskingcommiheesorothersynagoguesub-communi:esto

sponsorevents•  Considerpartneringwithotherorganiza:ons

RecommendedNextStep:ExpandchargeofSocialAc1onCommi:eetobeaCoordina1nggroup(e.g.incorpora1ngRoomParentrepresenta1on),aswellasexploringideasandresourcesforac1onideas

Engagement#1Reviewoverallcommunica1onstrategyforkeepingcongrega1onandcommunityinformedofofferings

•  Considerallcongrega:onalcommunica:onstodevelopthoughgulstrategyforcommunica:ngvariousmessages:

•  Programming/Events•  Fundraising•  TempleAdministra:on(e.g.Transi:on)•  ReligiousSchool•  EmergingNeeds/Messages(e.g.CaringNeeds,Condolences)

•  Ensureconsistencyandcompletenessofinforma:onacrossallcommunica:onvenues(e.g.website,Facebook,TheVoicenewsleher,emails)

RecommendedNextStep:Buildonexis1ngCommunica1onsLeadroletocreateMarke1ng/Communica1onsCommi:ee,andmobilizetodevelopstrategyandstandardsplaybook

Engagement#2Create“volunteercoordinator”roletoinspireengagementandcoordinatevolunteerism•  Developvolunteercoordinatorroledescrip:on•  Considerwaystocreateengagementopportuni:esbothongoing(e.g.

commihee/taskforcemembership)aswellasone-:me•  Inventorycongregantskills,talents,interests,profession/careerconnec:ons,

aswellasavailability/volunteerpreferencesthatcouldbeleveraged•  Considerwaystoelevatelevelofengagement

•  DisengagedtoPar:cipant•  Par:cipanttoOccasionalVolunteer•  OccasionalVolunteertoRegularVolunteer(Commihee)•  RegularVolunteer(Commihee)toCommiheeLead•  CommiheeLeadtoBoardofTrustees

•  Considerideaof“RoshHashanahAppeal”forincreasedengagement–askingwhatcongregantswouldliketodo(vs.whatcommiheetojoin)

RecommendedNextStep:ClarifyVolunteerCoordinatorroleandiden1fypoten1alcandidate(s)tofillrole;developspecificeleva1onstrategies.

Finance#1Strengthenandcoordinatetogrowour“CultureofGiving”

•  Coordinatewithkeycommunicatorsto“tellourstory”andinspireincreasedinvestment

•  Iden:fyfamilieswillingtoinvestinKolHaverimbycommivngtopaymortgagepaymentonemontheachyearforthreeyears,takingourdebtanddebtserviceoutofouropera:ngbudgetforthreeyears

•  Establishplannedgivingprogram(by2020)•  SupportestablishmentofFundraisingCommihee,andcoordinate

effortstoprovidecoherentstructureand:mingforfinancialrequests(e.g.HighHolidayduespayments,Apples&Honeyfundraiser,YomKippurAppealwithinsame:mewindow)

•  LeverageURJ,Federa:on,consultantresources

RecommendedNextStep:EstablishFundraisingCommi:ee,iden1fymortgagefamilies,andbeginworkto“tellourstory”

SOLUTIONCHARACTERISTICSFinance#2Ensuretransparencyoffinancialopera1onstocongregantsviaongoingcommunica1onsinsupportofincreasedunderstandingandengagement

•  EnsurecommiheeshavealineofsightintoCongrega:onalbudget/collec:onstoensureaconsistentunderstandingofdecisionimplica:onsandimpact

•  Provideincreasedinforma:ontocongregantsregardingrequestsforinvestment(e.g.whyweneedit,howitwillbespent)

RecommendedNextStep:FinancetopartnerwithCommunica1onstodevelopacommunica1onstrategy

Connectedness:•  Duringreligiousschool,createbothlearningandsocialprogrammingtokeeppeopleinthebuildingandengagingwithoneanother•  Promotejointac1vi1eswithothersynagogues(e.g.combinedconfirma1on,service)andnon-Jewishcongrega1ons(e.g.localserviceprojects,

interfaithlearning)•  Ensurephysicalbuildingreinforcessenseofhomeandins1llsprideinmembership(e.g.newmember,eventphotos)•  Con1nuedengagementofyoungadults(e.g.Shul-inforcollegekidsduringholidays)•  Evolveonlinepresencetoincreaselevelofengagement(movefrompassivedigitalcommunica1ontoac1veengagement)•  Ensurethereisprogrammingtargetedtoensureinterfaithfamiliesaresupportedandfeelat-homeatKolHaverim

Ritual&Spirituality•  RevitalizeShabbatServicewithadeliberateplantoengagedifferentlytoa:ractnon-a:endees,andmarketaccordingly•  Ensuretherearenon-Shabbataccesspointsforreligious/spiritualengagement

EducaFon•  EnsurereligiousschooleducatorsareengagedaspartoftheKolHaverimcommunity•  Createopportuni1esforincreasedHebrewlanguagefluency,bothforyouthandadults(e.g.“elec1ves”outsideofrequiredcurriculum)•  Consideronlinelearningapproaches–contentanddiscussionforumsaroundcertaintopics•  ConsiderprovidingfreeK-2ReligiousSchooltocongregants

SocialAcFon•  Createsocialac1onopportuni1estomeetsegmentswithunmetneeds•  Incorporatesocialac1onintoclass-levelreligiousschool/familyexpecta1ons•  Engageyouthiniden1fyingandplanningsocialac1onini1a1ves•  Posi1onsocialac1onporZolioasaCKHplaZormtoincorporateintokeycommunica1ons

Engagement•  RoshHashana“Appeal”forcongrega1onalpar1cipa1on/volunteerism•  “MeetUp”opportunity–congregantstocreateevents/programsandshare•  Collectrelevantprofessionalskillswithincongrega1onandleveragethemasneededforcommi:eesandtaskforces•  “BringaFriend”approachtodrivingincreasedpar1cipa1onfromcongregants,andengagingtheunaffiliated

Finance•  Increasetheannualappeal(“CirclesofGiving”)by10%ayearforthenextthreeyears)•  Inves1gateandevaluatepossiblealternatemodelsformembershiprevenue

ADDITIONALIDEAS