Strategic Plan 2019 - 2020 Creative Framework
Working Document
VISION: Centered in divine love, we celebrate a kind and awakened world filled with peace, abundance and joy.
MISSION: We inspire, educate, and serve to awaken our oneness with Spirit.
Intention I: Expanded Presence
Objectives:
a. Marketing and public relations
Goal 1: Market and advertise UoSB
Task 1: Advertise on social media, yelp, craigslist, parent click, etc
Task 2: Create a list of all free media
Goal 2: Promote events (concerts & special events) at UoSB
Task 1: send info on events to free media list and post at online media sites
b. The larger community involvement & outreach
Goal 1: Create/update brochures - main brochure, youth program brochure and volunteer opportunities brochure
Task 1: Review and edit text, hire graphic artist to design, print, share brochures at UoSB, distribute brochures in community
c. Create a Shared Identity
Goal 1: Communicate UoSB Mission and Vision regularly to the congregation
Task 1: State Mission, Vision, and Core Values at beginning of Sunday service.
d. Multi-Media Outreach
Goal 1: Use multi-media to promote Unity SB experience and opportunities
Task 1: Scroll “get involved” slides at beginning and end of Sunday service
Task 2: Update website regularly and include links to info on web in weekly e-newsletter
Task 3: Put core values and how to enact them our website and go over them at new member classes
Intention II: Transformational services, programs and events
Objectives:
a. Small group experience
Goals: Workshops with Transitional Minister
Tasks: Rev Phil hold 6 transitional workshops
b. Educational programs
Goals: Workshops & Trainings with Transitional Ministers and others
Task 1: Rev Phil & Rev Cathy hold workshops & training classes
Taks 2: Clyde and Prissy will teach Non-Violent Communication classes
c. Sunday service
Goal 1: Fine tuning Sunday Service
Task 1 : Rev Phil & Rev Cathy revise order and flow of Sunday service
Task 2: Rev Phil meet with Platform Team and discuss & revise platform script
Goal 2: Add a 15 minute Meditation Service from 9:30 - 9:45 (Luke will organize)
d. Vibrant prayer ministry
Goals: Ongoing prayer activities and prayer trainings
Task 1: Prayer Chaplin Catherine W. announce & bless prayer box at beginning on Sunday Service.
Task 2: Have classes in Unity’s method of prayer and expand prayer team
Intention III: Inspired, Active, Engaged Community
Objectives:
a. Leadership development
Goal 1: Develop Lay Leaders
Task 1: Chair of each team is not a board member
Task 2: Platform hosts will begin to lead Sunday meditations
b. Social activities and opportunities
Goal 1: Effectively communicate and discern social events from fundraising events.
Task 1: Increase free social opportunities including a quarterly potluck.
Talk 2: Have these quarterly potlucks be “celebrations of abundance”
Task 3: Develop cost-efficient budgets available to volunteers participating in the planning of events.
Goal 2 : Encourage feedback and active participation among the congregation in fostering a greater sense of community.
Task 1: Designate a volunteer to oversee an area for display on Sundays of all upcoming social events and active groups.
Task 2 : Develop a survey to regularly distribute to volunteers and/or participants following social events asking for feedback.
Task 3: Develop an outline of a social activity or group proposal to be made available on Sundays. (and/or on the website?)
c. Sacred Service (Volunteering )
Goal 1: Increase participation and involvement in volunteer opportunities
Task 1: Enhance existing Volunteer Coordinator position
Task 2: Develop Volunteer brochure
Taks 3: Have a Sacred Service training quarterly
d. A Unity–Principled Culture
Goals: Set tone and culture of a “blame-free” community
Task 1: Hold 6 transitional workshops
Task 2: Hold regular Q Process trainings
Intention IV: Clear, Integrated Communication Among Board, Minister, Community
Objectives:
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Community-centric organizational structure; articulated, communicated and understood
Goal 1: Transparency by Board
Task 1: Board role, teams, decisions, etc communicated clearly and consistently to congregation
b. Formal structure for internal communications
Goal 1: Promote internal communication
Task 1: Monthly updates from the Board via Sunday service, website and e-newsletter
Task 2: Hold quarterly town-hall meetings
Task 3: Have a monthly report from the Ministerial Search Team-
Intention V: Organizational Integrity
Objectives:
a. Sound financial base
Goal 1: Be a resource as an advisor for the management staff.
Task 1: assisting as appropriate in the preparation of the annual budget.
Task 2: To independently review with Management the periodic financial statements with a view to assessing their reasonableness and investigating variances as needed
Goal 2: Provide input to the Board relative to the financial operations and the financial statements, and the long term fiscal health and sustainability of UOSB
Task 1: Treasurer to provide monthly financial team report to board
Goal 3: To periodically review the system, procedures and internal controls surrounding the financial operations to determine their relative 'adequacy in the circumstances'
Task 1: Report on the linkage between financial results and the strategic plan (of activities) of the church
b. Policies and Procedures
Goal 1: Develop and enhance policies and procedures to provide a strong, safe organization
Task 1: Board develop Code of Conduct and Disruptive Behavior Policy
Task 2: At direction of Minister, Staff develop and maintain a Policy & Procedures Manual
Task 3: Create clear job descriptions for paid staff and volunteers
c. Sustainable Stewardship
Goal 1: Develop revenue stability
Task 1: Enhance rental revenue through a rental revenue enhancement plan
Task 2: Promote stock gifts & estate planning options to congregation
Task 3: Create a consciousness of tithing through classes and testimonials
Task 4: Improve grounds to create more rentals, weddings, etc.
Task 5: Hold a “blessing service” when we do ground-breaking for above
