Connected Congregations: Transparency Workshop

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Connected Congregations Cohort Workshop October, 2014

Transcript of Connected Congregations: Transparency Workshop

  • 1. Welcome to Year 2!October 23, 2014

2. Agenda Today Welcome + New Team Members Warm Up for Transparency Who, What & Why of Transparency Sharefest A Learning from our sources Lunch with discussion topics Where: Case Studies How: Team Work Sharefest B Bringing it all home 3. Lets Play A GameFor this game, we need 2 volunteersfrom each table to step outside for a moment. 4. The Game: Insiders vs. OutsidersWhen the outsiders come back in they will be instructed to figureout the sequence that your group is following by asking a series ofquestions.You need to pick a sequence for responding for example: Alternate male and female responders Every other person around the table Begin all answers with the same letter or word or inalphabetical order Incorporate one specific word in each answerGo ahead and choose your sequence at your table. Make sureeveryone understands it so they can be consistent! 5. Play The Game! 6. Debrief the Game What just happened? How did it feel to be the outsider? How did it feel to be the insider? Mashal and nimshal (parable and moral):how does this relate to the question oftransparency? 7. Warm Up: TransparencyThink about a person or community that isimportant to you. (Not the congregation!) What role does transparency play in thisrelationship? Why was it important? Was it hard? Why? What was the pay-off? What could have been different withouttransparency? 8. Connected Congregations deeply understandthe meaning of community, and work explicitly tobuild a strong, meaningful and engaged Jewishcommunity. Connected Congregations prioritizerelationships and shared values as the foundationof a successful synagogue, and align all aspects ofinstitutional management in service of thiscommunity. Those who are part of connectedcongregations feel a sense of shared ownership andresponsibility for each other and the collective, andare empowered to contribute their ideas, energyand resources.What does transparency have to do with being aConnected Congregation? 9. WHAT IS IT?Transparency implies openness,communication, andaccountabilityTransparency is operating insuch a way that it is easy for others to see whatactions are performed. It has been definedsimply as"the perceived quality ofintentionally shared information.-Schnackenberg, A., Tomlinson, E., 2014. Organizational Transparency: A New Perspective on Managing Trust inOrganization-Stakeholder Relationships. Journal of Management DOI: 10.1177/0149206314525202. 10. WHY?Like authenticity, transparency is not defined byyou as a leaders, but by the people you want totrust you and your organization. How muchinformation do they need in order to follow you,trust you with their money or business?- Charlene LiOpen Leadership (pg. 193)How does this relate to the culture and function of yourcongregation and its leaders today and in the past?What does it mean for you as a connected congregation? 11. Community Organizing Identity of belonging. Access to informationmakes one feel like they belong. Engagement we want people to lean in andbe involved and committed. Whats thereciprocal leaning towards from theorganization? 12. Community Collaboration 13. CommunityCollaborationWhat has to happen fora community to co-investin shared goalsand assets? Clarity of purpose Understanding ofwhat it takes toachieve it All reading from thesame playbook Understanding rolesand the nature of theteamwork What else? 14. Generational DifferencesImportance oftransparencyincreases with eachgeneration. As youconsider your owntransparency, designfor the future, notfor yourself. 15. Areas for TransparencyFinancial Process Personnel PolicyRitual Decisions Change Process What else? 16. Personal Transparency: Rabbis 17. Organizational Transparency:The Dashboard 18. Our surveys of 20,000 synagogue members have shown thatthe key driver of synagogue membership is the perceivedvalue for the dollar of membership. What most stronglycorrelates to perceived value for the dollar?Budget transparency.When leadership doesnt share the true cost of programs, anduses funds to subsidize programs as it sees fit, not only dorecipients undervalue the program, but they also feel adisconnect with the synagogue that ultimately causes them tothe congregation. Including members in the conversationabout budget priorities and explaining the rationale behindexpenses is a great step to retaining members and ensuringfinancial sustainability.-Sacha Litman, Measuring SuccessShow Them What Youre Working with:How Transparency Leads to Sustainability 19. Organizational TransparencyWhat is todays versionof an annual report,congregational meeting,or a state of the union?What kind oftransparency, in whatformats, helpsstakeholders feel likeinsiders? 20. Lets Discuss Risks & Benefits Transparency feels scary or risky. Why? What does transparency buy you? What are the risks of NOT being transparent? How does transparency advance your vision? 21. Transparency as a SandboxThere are boundaries and rules. 22. Boundaries on Transparency Not show and tell Not over-sharing to confuse or complicate(present with context to clarify and make useful) Not breaking confidentiality Not sharing sensitive or developing issues(especially legal) Avoid extreme departure from the establishedculture (be attentive to what it implies about thepast) Others? 23. BREAKCOME BACK FOR SHAREFEST FROM430 DEMOTT and SSTTE! 24. 430 Demott Sharefest 25. Immersing our congregation into our process Shalom article describing Connected Congregations - Challenging the congregation with THE questions Mission statement - what our goals are Quick guide - What is a Connected Congregation High Holiday sermon on what our team is doing andimportance to all congregants and our future High Holiday handout describing CC andcommunicating next actions for congregants CC workbook exercises at Board of Trustees Retreat Community Forums scheduled for December 7th and10th Community Conversations scheduled for the Spring 26. Questions we are raising for our congregation Why is each of us here today on Yom Kippur? Why are we part ofa Jewish Community?- Spiritual and intellectual growth? A deeper sense ofbelonging to something larger?- Meaningful personal relationships? What does community mean? What should a 21st century synagogue look like? What are the new ideas and latest experiences with alternativefinancial models? Our goals are to: Explore/articulate what it means to be a member of oursynagogue community Establish the importance of a new financial model for the futureexistence of a vibrant synagogue life Reinforce the value of connecting to Jewish life through asynagogue 27. Quick Guide to a Connected CongregationWhat is a Connected congregation? One that deeply understands the meaning of community, andworks explicitly to build a strong, meaningful and engagedJewish community.What do Connected congregations do differently? They prioritize relationships and shared values, and align allaspects of institutional management in service of thecommunity.How do these differences manifest for the congregants of aConnected congregations? Those within connected congregations feel a sense of sharedownership and responsibility for each other and thecollective, and are empowered to contribute their ideas,energy and resources. 28. Quick Guide to a Connected CongregationWhat is a guiding principle for a Connected Congregation? At every decision point, we ask Is this intended to benefit thecommunity, or is this intended to benefit the institution?What are the 3 most important measures for a congregant of aConnected Congregation? Vision and Values of Synagogue Resonate Clergys vision of Jewish life resonates Development of meaningful social connectionsWhat are the 3 key aspects of Synagogue life for a congregant of aConnected Congregation? The spiritual/intellectual growth as a Jew- The synagogue has helped me grow spiritually andintellectually as a Jew Personal relationships that are meaningful and real Feeling a deeper sense of belonging to something Larger 29. From Our SourcesYitro: Establishing a System ofTransparencySara Shapiro-Plevan, Rimonim Consulting 30. LUNCH: YOUR TABLE TOPICS1. What is membership? Sharing our learning about communityand financial models.2. Making this the M.O. of the congregation: Rippling out andnormalizing change.3. How do we leverage pastoral and other social-emotional skills asassets for organizational and community building?4. How do we communicate about switching gears andimplementing change?5. How do we recognize success when we see it? How do we knowwhen and how to make mid-course corrections?6. Designing for Social: What have you done or are working on? 31. WHERE of TRANSPARENCYPLEASE SIT IN YOUR CONGREGATIONAL TEAMSLets hear from some real-lifetransparency pioneers.Amy Asin, Congregation Beth AmLos Altos Hills, CA 32. Currently about 1,600+ households Los Altos Hills, CA middle of Silicon Valley Large staff 4 pulpit rabbis, cantor, Exec Director, 2Masters Degree level educators, Teen Director Culture of extreme engagement of lay leadership 33. Three Stories of Transparency The new building Keeping family education going Partnering Bnai Mitzvah 34. The New Building 35. Beit Kehillah Ark 36. Construction Delays Start ofProgramming in September, 1998 37. 2000 Dot Com Bust 38. 2004 Too Many Teens 39. Congregation Bulletin Ad Copy 40. Notes from Intro Remarks 41. Opening Question A memorable experience from a Bar or BatMitzvah Your Goals for your Child 42. Stories shared 43. Showed them the DataCumulative Impact of Pairing Rates706050403020100-101992 1993 1994 1995Year EndWeeks Behind60%90% 44. Flipcharts!!Mandatory PairingAdd a Friday NightVoluntary PairingHavdallah serviceOther 45. Other Task Forces over the Years BAEC Beth Am Education Committeereimagined childrens education in 1992 RE-IMAGINE 2.0 Worship Task