Category Archives: Church admin.

“Endowment for a Rainy Day”

Stanford Social Innovation Review is offering “Endowment for a Rainy Day,” an excellent article from their latest issue, online in its entirety for non-subscribers. This article, by Burton A. Weisbrod and Evelyn D. Asch, both of the Institute for Policy Research at Northwestern University, makes several excellent points:

  • The main goal for an endowment should be to sustain the central programs of a nonprofit. However, “it should not be the goal of the programs to protect the endowment, cutting them back to sustain or rebuild the endowment.”
  • Nonprofits have a great deal of control over their endowments, and “contrary to common belief, there is no legal minimum or maximum amount that nonprofits must withdraw (payout rate) from their endowment each year.”
  • Nonprofits that hold money in reserve for “a rainy day” — circumstances beyond their control that adversely affect programs — should be better able to weather a rainy day than nonprofits without money in reserve.
  • While there is “no simple definition of what constitutes a rainy day, an overall drop of 10 percent of annual revenues” should count as a rainy day. The current recession has caused a rainy day for many nonprofits, making this an appropriate time for spending down endowments to protect programs.
  • “Squeezing today’s students, patients, and museumgoers [and congregants] to save money for future generations of users is misguided. But building endowment is not misguided if it is used as rainy day insurance, to preserve stability and long term development of programs central to a nonprofit’s mission.”

This is the best thing I’ve read in a long time on the principles that should guide endowments. I urge you to read the whole article yourself.

Can introverts lead? Boy, I hope so….

In previous posts, I’ve reflected on the role of board and staff; concluded that the parish minister is psychologically central to congregations; and detailed what I think the parish minister’s role should be in mid-size congregations. Obviously, all of what I’ve been saying are my personal opinions, but now I want to get really personal — I want to talk my own feelings about what I feel should be the personal characteristics of the ideal parish minister.

The cover story of the 17 November 2009 issue of Christian Century magazine is titled “Can Introverts Lead?” When I saw this cover, and read this question, I thought to myself, “Boy, I hope so; otherwise I am so screwed” — because I’m definitely an introvert, my job requires me to be a leader, so I had better hope that introverts can lead.

Adam S. McHugh, who wrote the article, is an introverted minister, and he has wrestled with this issue himself. He writes: “There may be no other feature of American life that contains as much bias towards extroversion as leadership…. Psychologist and author Marti Olsen Laney cites a study that was repeated three times with the same findings: when asked if they would prefer their leaders to be introverted or extroverted, both introverts and extroverts chose an extrovert as ‘their ideal self and ideal leader’.” McHugh says that other studies have shown that successful leaders are characterized by five attributes: openness to experience, emotional stability, conscientiousness, agreeableness, and — you guessed it — extroversion.

Mc Hugh goes on to outline what he perceives as the particular “mold of leadership” held by our American “collective cultural subconscious.” He says that Americans want their leaders to be charismatic, dominant, gregarious, and to be superstars. Since ministers are leaders, we Americans tend to expect our ministers to have all these characteristics. McHugh talked to one solo pastor who said, “Most church cultures have expectations for pastors that no single person could ever fulfill. They want sermons that are … deep, thoughtful, and well-prepared, but they also want the outgoing, extroverted, people person, as well as the CEO mover and shaker. These seldom come in one person. This may be one reason why so many drop out of [parish] ministry in five or ten years.”

So then McHugh challenges these notions of leadership. Citing Jim Collin’s book Good to Great: Why Some Companies Make the Leap and Others Don’t, McHugh states that “glitzy, dynamic, high-profile CEOs are actually a hindrance to the long-term success of their corporations.” Instead, McHugh believes that the leaders who will contribute to the long-term success of institutions “display compelling modesty, are self-effacing, and understated…. [they] display a workmanlike diligence [and] set up their successors for even greater success….” Instead of relying on charisma, McHugh wants leaders who are thoughtful and reflective, and who help their organizations learn, adapt, and reflect critically on their own behavior.

At the end of his essay, McHugh tells us he wants us leaders who engage in “sensemaking,” that is, who help people to make sense of what they are doing together, so that people understand what they are doing, and become more committed to what they are doing.

I think McHugh’s essay gives a good capsule description of what a parish minister should do as the chief executive of a congregation. We don’t want parish ministers who are glitzy, egocentric CEO-types. We don’t want parish ministers who rely on charisma, dominance, gregariousness, and superstardom. Instead, we want modest, self-effacing, understated, diligent ministers who set up their successors for even greater success. Above all, we want parish ministers who lead by making sense of things, so that we make sense of what it is that we are doing together, and through understanding become more committed to what we are doing.

I don’t want to limit this type of leadership to introverts, however — and I think McHugh is a little off-base on this point. We can’t equate extroversion with dominance, egocentricity, and CEO-like behavior; there are plenty of extroverts who are modest, self-effacing, and understated. Similarly, both extroverts and introverts can engage in “sensemaking” — which he has convinced me is one of the key tasks of the minister as leader.

As I reflect on what I want a minister to do as a leader in a local congregation, above all I want the minister to be a “sensemaker” — to help me make sense out of what we are doing, so that I can renew and deepen my commitment to our shared work. Next on my list: I want the minister to work towards setting up his/her successor for future success (which may mean that I don’t know how good a minister really is until s/he has been away from the congregation for ten years). Next on my list: I want the minister to be modest, understated, and self-effacing, so that (to paraphrase the old Taoist teaching) when the minister is gone, the people will say, We have done it ourselves.

So that’s what I want a minister to be like. That’s how I want the parish minister to relate to the board: as a “sensemaker.” That’s also why I want the minister to be head of staff: as a “sensemaker” who helps staff deepen their commitment to the congregation’s goals. That’s how I want the parish minister to be psychologically central: as a modest and self-effacing person who will help the people to understand that they did it themselves.

Well, this is just another ideal; as an ideal, I’m sure it’s impossible to reach. We’re stuck with us ordinary human ministers in ordinary human congregations, where there are no absolutes, where we just do the best we can. And even though the charismatic glitzy CEO-type minister (Rick Warren, Joel Osteen) is probably preferred by most Americans, I’d rather be in a congregation that valued the ideal of a self-effacing, diligent, understated, introverted, “sensemaking” minister.

CEO? Nope. PM? Yes, like it or not.

In a previous post, I wrote about the psychological centrality of the chief executive in nonprofit organizations. Applied to congregations, that would mean that a primary role of the parish minister is to enable and facilitate the board in carrying out the mission and goals of the congregation. So what does this mean in an actual congregation?

Congregations are a very specific subset of the much broader category of nonprofit institution. All Unitarian Universalist congregations, for example, have relatively small budgets and relatively small staffs, compared to the rest of the nonprofit world (much smaller, say, than the United Way or a nonprofit hospital group like Kaiser Permanente). All Unitarian Universalist congregations can be classed as membership organizations, where ultimate authority is vested in the membership (on paper, at least), where the primary funding comes from the membership, and where most of the work is done by volunteers rather than by paid staff. All Unitarian Universalist congregations are fairly constrained in their mission goals, by virtue of being a religious institution, and by virtue of being Unitarian Universalist.

Thus, to say that a parish minister is the chief executive of a congregation means something very different than saying someone is the chief executive of Kaiser Permanente. I’m using “chief executive” in a very broad sense here. In recent years, some Unitarian Universalists have taken to calling their minister a “CEO,” short for “chief executive officer.” This strikes me as ludicrous. The chief executive of Kaiser Permanente is a CEO; a parish minister is a parish minister. We can call both the CEO of Kaiser Permanente, and the half-time parish minister of a small congregation in Hoople, North Dakota, a chief executive — but the only two things they hold in common are their psychological centrality, and the fact that each should serve enable and facilitate the board to carry out the mission and goals of their respective organizations. So when someone refers to a Unitarian Universalist minister as a “CEO,” that makes me embarrassed — embarrassed for the person speaking, and embarrassed for the poor parish minister that person is trying to push into such an unlikely role. A parish minister may be a chief executive, but a parish minister is a PM, not a CEO.

Now let’s get down to specifics. As chief executive, what specific tasks should the parish minister take on? Answers will vary widely depending on the size of the congregation, and whether the parish minister is a full-time employee or not. For the sake of simplification, I’m going to focus on parish ministers in mid-size Unitarian Universalist congregations, that is, congregations with a year-round weekly average attendance of about 150 to about 300 adults and children. (Maybe some other time I’ll write about smaller congregations.) When a congregation gets above 150 average attendance, there is no way the parish minister can do everything him- or herself, and there will almost certainly be other paid staff members, which means that the parish minister is going to have to supervise other staff members in order to carry out the mission and goals of the congregation. Continue reading

Who’s psychologically central?

I’m in the middle of reading “Executive Leadership,” by Robert Herman and Dick Heimovics, an essay in The Jossey-Bass Handbook of Nonprofit Leadership and Management (1st ed.). Herman and Heimovics carried out research to see who gets the blame when things go wrong in a nonprofit organization, and who gets the credit when things go right. Not surprisingly, Herman and Heimovics found that chief executives get the credit when things go right, and they take the blame when things go wrong. And when things go wrong, “board presidents and staff… saw the chief executive as most responsible, assigning less responsibility to themselves or to luck.”

For this and other reasons, Herman and Heimovics believe that we have to accept the “centrality” of chief executives of nonprofits. They are careful to state that their perspective “abandons assumptions of hierarchically imposed order” and instead their perspective acknowledges that what a nonprofit organization is and does emerges out of real-world interactions. They are empiricists: because their research shows that people in the nonprofit perceive the chief executive as “primarily responsible for the conduct of organizational affairs,” that means chief executives have to “accept the the responsibility for enabling their boards to carry out their leadership roles”; and boards have to accept this same fact.

What Herman and Heimovics also find is that if a nonprofit accepts this fact, the organization is likely to become more effective. They point out that “boards are much more likely to be active, effective bodies when they are supported by a chief executive who, recognizing his or her psychological centrality, is willing and able to serve the board as enabler and facilitator.”

My experience working in congregations leads me to think that congregations are no different than other nonprofit organizations in this respect. The parish minister (or senior minister in congregations with more than one minister) is the one with “psychological centrality.” Therefore, the parish minister serves the board as “enabler and facilitator,” making sure the board does its job: carrying out the mission of the congregation, and fulfilling the board’s legal and ethical obligations.

I’ll add something else to that from my own observations serving in a number of congregations.

Sometimes other staff try to partake of that “psychological centrality,” and it never works well. Co-ministers tend to confuse the congregation, and typically one of the co-ministers is perceived as “the real minister” (or, when the co-ministers are a married couple, you’ll inevitably hear someone in the congregation making a sexist remark about “who really wears the pants in that marriage”) — yes, you can have successful co-ministries, but success requires constant re-education of the congregation, and consequently requires constant extra expenditure of effort, time, and energy. Second ministers on staff (or a co-minister who is perceived as a second minister) may want to become more “psychologically central,” but congregations never seem to accept such a move, and may work actively to keep that second minister in a secondary role by minimizing compensation, respect, and affection. Other staff may sometimes try to become psychologically central — I’ve seen music directors, parish administrators, and directors of religious education (DREs) who have tried to elbow the senior minister out psychological centrality — but when other staff try to become central, they inevitably become destructive, so that even when they succeed in becoming psychologically central or even in getting the minister fired, the congregation will pay a steep price in loss of trust, organizational chaos, and decreased ineffectiveness of the board.

Two obvious conclusions: (1) Accept the fact that the parish minister is psychologically central. (2) Accept the fact that the parish minister is the one who has to enable and facilitate the board. And I think I’ll add three corollaries: (a) Parish ministers should be heads of staff; since parish ministers are taking the blame for staff failures anyway, we might was well give them the power of supervising staff. (b) Second ministers, DREs, music directors, etc., had better learn that they can’t be psychologically central (and we can help them learn this by having them report to the parish minister). (c) In an era of rising costs and flat revenues, we need to increase efficiency in our congregations, and by acknowledging that the parish minister is central we are going to make the parish minister and the board more efficient and more effective.

Next post in this series on ministers as leaders.

Reflecting on the role of board and staff in congregations

Recently, I’ve been reviewing The Jossey-Bass Handbook of Nonprofit Leadership and Management (San Francisco: Jossey-Bass, 1994; now superseded by the second edition). In the essay titled “Board Leadership and Board Development,” I was struck by this passage on the roles of board members and staff:

“One of the conventional pieces of wisdom in nonprofit governance is the adage that policy should be made by the board and implemented by the staff. While the underlying principles is sound, the aphorism itself is an oversimplification. In The Board Member’s Book, Brian O’Connell (1985, p. 44) states the following objection: ‘The worst illusion ever perpetrated in the nonprofit field is that the board of directors makes policy and the staff carries it out. This is just no so. The board, with the help of staff, makes policy, and the board, with the help of staff, carries it out…. Also, it is naive to assume that the staff doesn’t have considerable influence — usually too much — on policy formulation.’ [pp. 131-132]”

This argument is developed in more depth, and is worth reading. But it confirms two assumptions that I make as a staff member of the specialized nonprofit organization which is a congregation:– (1) Since board members are ultimately the ones who are legally liable for actions of the board and the organization, therefore I assume that as a staff member one of my primary obligations is to be sure that the organization complies with the law. (2) I assume that the best way for me as a staff member to aid the board in setting policy is for me either (a) to be a sort of organizational archaeologist and help identify a mission and goals that are already present in the congregation but not clearly visible; and/or (b) since Unitarian Universalist congregations tend to have similar missions and goals, to be a sort of organizational field anthropologist and report on the best missions and goals that can be found in other similar Unitarian Universalist congregations.

Obviously, in all Unitarian Universalist congregations, there will certain commonalities; and obviously, as a minister trained in Unitarian Universalist practices and values, I am in a position to educate a given board about such practices and values. But no matter what I say or think, it is ultimately the board’s responsibility to implement Unitarian Universalist values and practices in a specific local congregation — which I should let them do, even if I disagree with them — because “the board, with the help of staff, makes policy, and the board, with the help of staff, carries it out….”

Next post in this series on ministers as leaders.

Volunteer management and “model-scaffold-fade”

Joe and I were talking last night about ways to train church volunteers. Joe has degrees in cognitive science and education, and teaches course in using technology in education, and he had some great ideas of how our church might train volunteers.

“Those are great ideas,” I said, taking notes, “but I’m going to come up against the classic problem in volunteer management, which is how to deliver training to busy volunteers. From the point of view of volunteer management in churches,” I went on, “the best thinking I know of on delivering training is to immerse your volunteer in their volunteer task, and then when they run into problems, to be easily available so that they can consult with you, and you can coach them.” One description of this process may be found in The Coming Church Revolution: Empowering Leaders for the Future by Carl George (Grand Rapids, Michigan: Fleming H. Revell, 1994), pp. 75 ff.*

“Oh,” said Joe, “you mean like model-scaffold-fade.”

“What’s that?” I said.

Joe explained that model-scaffold fade begins with the teacher modeling how to solve a given problem or complete a given task; then the teacher provides a kind of scaffold to support the learner while s/he works on solving the problem or completing the task; and then when the learner has mastered the material, the teacher fades away. Today I did a little more research on model-scaffold-fade, and after reading this online article discovered that it’s based on Vygotsky’s concept of the Zone of Proximal Development, and the way a “more-knowledgeable other” (MKO) can help the learner move beyond his or her current level of development.

Seems to me model-scaffold fade is a nice tool to add to my volunteer management toolkit. It also fits in nicely with one of Carl George’s observations: “Most churches would be more effective if they shifted from being orientation heavy to being supervision heavy” (p. 83). Both approaches allow adult volunteers to be self-directed learners who are in charge of their own learning; in fact, George’s approach to leadership development, where a new leader is apprenticed to an experienced leader (i.e., to an MKO), offers pretty much the same approach as the model-scaffold-fade approach — the latter is more explicit in offering effective instruction, while George’s approach is more explicit in how this can work in churches.

———
* Note that Carl George bases his approach on the work of educational theorist Malcolm Knowles; you can find Knowles’s book (American Society for Training and Development, 1973 / Houston, Texas: Gulf Publishing)The Adult Learner online.

Funding models for nonprofits

The spring, 2009, issue of Stanford Social Innovation Review has a good article on non-profit funding models, titled “Ten Nonprofit Funding Models.” The authors, William Foster, Peter Kim, and Barbara Christiansen, note that while for-profit businesses have well-established short-hand terms to name various business models (e.g., “low-cost provider,” or “the razor and the razor blade”), nonprofits tend to be less explicit about where their money comes from. But the authors believe we should be explicit about where our money comes from, so they define ten different non-profit funding models.

For those of us who work with churches, only one of these funding models applies — we use the “Member Motivator” model:

“There are some nonprofits, such as Saddleback Church, that rely on individual donations and use a funding model we call Member Motivator. These individuals (who are members of the nonprofit) donate money because the issue is integral to their everyday life and is something from which they draw a collective benefit. Nonprofits using the Member Motivator funding model do not create the rationale for group activity, but instead connect with members (and donors) by offering or supporting activities that they already seek. These organizations are often involved in religion, the environment, or arts, culture, and the humanities….”

In other words, churches use pretty much the same funding model as National Public Radio and the National Wild Turkey Foundation.

The authors go on to note that the Member Motivator funding model has the richest mixture of tactical tools available to it of any nonprofit funding model. Tactical tools include: membership, fees, special events, and major gifts. Another advantage of the Member Motivator model is that you are tapping into an inherent and already-existing collective community for fundraising — much easier than writing grants.

Certainly an interesting article, and worth reading if you can get your hands on a copy of the magazine. Update 24 April: In the comments, Eclectic Cleric points out you can access an abridged version of the article at the SSIR Web site. If you can’t get the full version, the abridged version is definitely worth reading.

Volunteer management for churches: outline

Of all the things I do as a minister (and used to do as a Director of Religious Education), I’m best at volunteer management. The basic principles of volunteer management in churches are not complicated — no, volunteer management is not rocket science. However, the the devil is in the details, and there are many details in volunteer management. For years, I’ve been meaning to write out some of those devilish details of basic volunteer management principles for churches. I have lots of notes on the subject, and even an outline….

At this point, I’d love to have some feedback from my readers. Many of you are long-time church volunteers yourself, many others are involved in some aspect of volunteer management, and the rest of you are just plain smart people. Below, you’ll find my outline for a Web-based resource page on volunteer management. I’d love it if you, dear reader, would look it over and tell me what I’ve forgotten.

Once I get some feedback on the outline, I’ll start writing. And I’ll post what I write here so you can comment on it further. For now, here’s the outline…. Continue reading

Church mission statements: hopeless (with exceptions)

The committee on ministry here at First Unitarian has been slowly working on a covenant, mission statement, and goals for our church. Recently, one member of the committee on ministry and I searched the Web for church mission statements. I must have read more than a hundred mission statements of Unitarian Universalist churches. They are not good. They are bad:– unrealistic, verbose, full of insider jargon, boring, uninspiring, —

Instead of just being nasty and snarky, maybe I should say what I think makes for a good church mission statement. My criteria for good mission church mission statements come from two main sources, Peter Drucker and John Carver. I’ll give an overview of Drucker and Carver first, next give you my own six criteria for good church mission statements, and end by giving the only two good mission statements for Unitarian Universalist churches that I was able to find. Continue reading