Policies and Procedures
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Operations Resource Manual

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5.0 PERSONNEL PRACTICES FOR CLERGY (contd.)

5.4 MUTUAL MINISTRY REVIEW

5.4.1 Annual Evaluation of the ministries of the clergy and will be scheduled each year as provided in the Covenant of Ministry. Persons outside the parish or mission may be invited by the clergy and congregation for the purpose of consultation during the evaluation process.

Key areas of performance are to be agreed upon by the clergy and the vestry and are related to the congregation's expectations of the clergy and the clergy's expectations of the congregation as expressed in the Covenant of Ministry.

5.4.2 A review of mutual ministry is a suggested format developed by the diocesan Personnel Committee to assist congregations in an orderly effective evaluation process, based on the premise that goals for a congregation's ministry are mutually established by laity and clergy working together and the performance of both is dependent on mutual commitment and action. Those congregations familiar with widely used goal-setting techniques should be able to follow the process on their own. Some congregations will feel more comfortable (for the first year or two) with the assistance of one of the diocesan consultants who are available.

Every parish and mission congregation should articulate its purpose in current, functional and spiritual terms. A statement of this purpose or mission in the life of the church, is developed through mutual prayer and discussion by clergy and laity in the congregation. This Mission Statement then forms the basis for the future life of this part of the body of Christ.

An effective Mutual Ministry Review requires a continuous planning process to assure the congregation's commitment to the Mission Statement and the translation of that statement into goals, objectives, and specific plans.

The process starts in the fall with an all day goal-setting session at a time and place free from distractions and interruptions. Participants are the clergy, vestry/BAC, and may include other elected officers and those involved with leadership roles for education, music, worship, youth, outreach, etc.

Those participating should be committed to the concept of growing in mutual ministry, and expect to attend all planning and review sessions throughout the year.

The congregation's goal-setting can be accomplished in many ways. Congregations with an established planning process have developed a style which fits their needs. Those new to formal planning will find the following steps useful:

  1. Review the mission statement and expand its basic elements to reflect the major issues/activities in which the congregation will be involved to carry out its mission in the long range.

  2. List current activities and programs, noting the level of participation, effectiveness, and use of available personnel and financial resources.

  3. Compare current activities and programs with the expanded mission statement, identifying conflicts in purpose, poor resource allocation, and impacts of changes which may be indicated.

  4. Establish from the above three steps:

    1. Long Range goals to define the broad issues to be faced by the congregation during the next 5 years.

    2. Medium Range specific objectives for the next 2-3 years, derived from the long range goals, to represent how the congregation proposes to work toward achievement of those long range goals.

    3. Short Range Plans describing in detail those objectives that will be the primary focus of the congregation during the next 12 months.

Clergy and lay leaders goal-setting should proceed separately but concurrently with the above process for the congregation. As individuals or in small groups, both clergy and lay should develop long, medium and short range plans relating to personal ministry, spiritual growth, and continuing education.

Mutual ministry planning can now proceed in a joint meeting where the short range plans developed for the congregation, the clergy and lay leadership can be refined, coordinated, and specific action plans prepared.

Action plans list a series of specific projects or elements describing what is to be done, what resources are required, how progress and success will be measured, and who is accountable for that element of the plan.

This is the part of the Mutual Ministry Review planning process that provides opportunity for the special skills, leadership and experience of the clergy and laity to be identified and applied to insure the effective use of resources, enhance the results, and provide positive growth in the relationships of this spiritual family.

Note: A well-done action plan for the objectives of the congregation, the clergy and lay leadership, will provide clearly defined expectations for all important elements of the plan, and provide a checklist to aid in monitoring the progress of activity so that a shift in direction or emphasis can be made if necessary, additional or different resources allocated, or other adjustments made if the priorities of Mutual Ministry change during the year.

Midpoint review of the established mutual ministry for that year is essential to monitor what has been done (successes), what has been left undone (potential failures), and how those responsible for action have performed. The setting should be similar to the goal-setting sessions, (no distractions and plenty of time), and those participating should be the same persons who made the original plans.

Changes in Action Plans, correction of priorities, or reassignment of resources are examples of the results of this opportunity for a mid-year adjustment. A brief written progress report should be prepared and made available to the congregation. A copy to the Bishop would be well received.

The annual Mutual Ministry Review includes all the elements of the midpoint review, but with the additional purpose of measuring the overall success of the plans, mutually assessing the performance of the groups involved in the execution of the plans and the effectiveness of the individual roles of clergy and laity. The annual review and analysis is not a time to "throw darts at the clergy" or to trash the vestry, but rather a time to enhance the effectiveness and growth of mutual ministry as all seek to respond to God's call "to the building up of the body of Christ."

Repeat the process each year, updating the long range goals and medium range objectives as appropriate.

 

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Last updated, October 2009 by the Diocesan Personnel Committee
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