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

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:

o One-to-one Interviewso Focus Groups (3)o Surveys

• July – Sept 2017 - Analysis Phase• Oct 2017 - Strategic Planning Committee

makes their recommendations to Board

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.

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

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

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

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

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)

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)

Strategic Planning – Next Steps

TIMELINE FOR OUR FIRST FIVE (5) PRIORITIES:

• Identified CHAMPIONS and TEAM LEADS meet with the Board of Trustees on 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 of 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.

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.