Strategic PlanningStrategic PlanningStrategic PlanningStrategic Planning

Crafting a vision package that communicates priorities, passion, and potential needs

Dave Michener

Executive Pastor

Bridgeway Community Church

Columbia, MD

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Why Strategic Planning?Why Strategic Planning?• It forces us to think freshly, creatively, and thoroughly about our

purpose, passions, and prioritiespurpose, passions, and priorities in ministry.• It helps us see how various ministries contributecontribute to the mission

and vision of our church. (And perhaps, how some do not.)• It helps us become better stewardsstewards of our time, energy, and

resources.• It helps us focus on what’s important by determining what we

will dowill do and what we will not dowill not do.• It creates a unified systemunified system and common languagecommon language, and

therefore, a greater sense of “team”sense of “team”.

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Why Strategic Planning?Why Strategic Planning?

• It helps us measure our successmeasure our success and identify needed areas of areas of improvementimprovement.

• It creates opportunity for leadership development, team building, leadership development, team building, and peer-learningand peer-learning.

• It creates opportunity to praypray for wisdom and guidance which can make us more God-dependentGod-dependent.

• It will culminate in a comprehensive Vision PackageVision Package that will become a functioning work plan.

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The Vision PackageThe Vision Package

• Mission StatementMission Statement• Ministry DescriptionMinistry Description• Bridgeway Discipleship Strategy Bridgeway Discipleship Strategy

Primary PurposePrimary Purpose• Key Result Areas (Key Result Areas (K.R.A.K.R.A.’s)’s)• S.W.O.T. AnalysisS.W.O.T. Analysis• Goals, Programs, Steps (Goals, Programs, Steps (G.P.S.G.P.S.))• Resources/BudgetResources/Budget

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Mission StatementMission Statement

• This is a concise statement expressing This is a concise statement expressing why your ministry exists and why God has why your ministry exists and why God has brought your team together at this time.brought your team together at this time.– It should be no more than a single sentence long.– It should be easily understood by a 12 year old.– It should be able to be recited by memory at any

time.

Bridgeway’s Mission:Bridgeway’s Mission: Building into one another Building into one another as we build bridges to our communityas we build bridges to our community

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Ministry Name & DescriptionMinistry Name & Description

• Ministry Name:Ministry Name: This is what you and others will call your ministry so that it can be easily identified and differentiated from other ministries. The name should tie into the function of the ministry, be marketable, be memorable, and be sustainable over time.

• Ministry Description:Ministry Description: This is a brief paragraph explaining what your ministry does and who it serves.

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Bridgeway Discipleship Strategy Bridgeway Discipleship Strategy Primary PurposePrimary Purpose

Bridgeway Discipleship Strategy Bridgeway Discipleship Strategy Primary PurposePrimary Purpose

• Every program or official ministry at Every program or official ministry at Bridgeway should have a Bridgeway should have a primary purposeprimary purpose..– This purpose should be tied into one phase of Bridgeway’s

Discipleship Strategy:

ConnectConnect, , BuildBuild or or Equip*Equip*– It may not be the only purpose, but a primary purpose should

be identified.

• A few programs or ministries are A few programs or ministries are multidimensional multidimensional (i.e. BridgeKids & Student Ministries).(i.e. BridgeKids & Student Ministries).

**Note:Note: A fourth phase, LeadLead, exists, however this is more of a function of a group of lead disciplers who steward the strategy itself. This group also receives

customized leadership training.

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Key Result AreasKRA’s

Key Result AreasKRA’s

• AA KRAKRA is a priority area in which we must see results in is a priority area in which we must see results in order to accomplish your mission.order to accomplish your mission.– Specific areas to which you must give attention – Identified by one or two word titles– Choose 3-6 KRA’s– KRA’s may be short-term but are usually long term.– Your leadership team must agree on the KRA’s.

• AA KRAKRA needs a clear descriptive statement of what the needs a clear descriptive statement of what the condition of your ministry condition of your ministry will bewill be when it is fully developed when it is fully developed and accomplished.and accomplished.

Note:Note: A KRA WorksheetKRA Worksheet has been provided.

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KRA’sS.W.O.T. Analysis

KRA’sS.W.O.T. Analysis

• After determining your KRA’s, think clearly about After determining your KRA’s, think clearly about each each oneone of them by exploring the of them by exploring the SStrengths, trengths, WWeaknesses,eaknesses, OOpportunities, and pportunities, and TThreats of each KRA.hreats of each KRA.– Strengths & Weakness relate to conditions (people, programs,

facilities, etc.) as they exist now.– Opportunities & Threats relate to conditions (needs, attitudes,

etc.) that may come up in the future.

• A A S.W.O.T. AnalysisS.W.O.T. Analysis helps you clarify specific goals & helps you clarify specific goals & programs to begin to work toward making your KRA a programs to begin to work toward making your KRA a vibrant reality.vibrant reality.

Note:Note: A S.W.O.T. Analysis WorksheetS.W.O.T. Analysis Worksheet has been provided.

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G.P.S.Goals/Programs & Steps (of Action)

G.P.S.Goals/Programs & Steps (of Action)

• Set specific and measurable goals.Set specific and measurable goals.– Faith Goals --what we are asking God to

accomplish as we work together with Him. Faith goals express our passion and desires for things that we cannot directly control. (2 Cor. 6:1). Faith goals go on your Prayer List.

– Work Goals --the specific measurable steps you plan to take to achieve to make the KRA a reality. Work goals go on your “To Do” List.

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G.P.S.Goals/Programs & Steps (of Action)

G.P.S.Goals/Programs & Steps (of Action)

• Sometimes a goal can be summarized in a Sometimes a goal can be summarized in a program or sub-ministry.program or sub-ministry.– Some programs or official ministries have sub-ministries.

• i.e.The M.O.B.(Men of Bridgeway) is the main ministry which has developed other programs or sub-ministries such as The Men’s Breakfast Club, Compass Mentoring Group, and Men’s Events like paint ball and whitewater rafting.

– For each program or sub-ministry you will need determine the name, description, primary purpose, and target audience of the program.

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G.P.S.Goals/Programs & Steps (of Action)

G.P.S.Goals/Programs & Steps (of Action)

• Steps of action should be listed for each Steps of action should be listed for each goal/program.goal/program.– Be specific and exhaustive.– Include deadline dates.– Include who will do which action.– This will be important information when it comes

time to determine what resources you will need to accomplish your goal or implement your program.

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ResourcesResources• Determine what resources are needed for Determine what resources are needed for

each KRA/Goal/Program/Steps.each KRA/Goal/Program/Steps.– Human resources (Personnel)– Financial resources (Money)– Service resources (Skills)

• Determine potential sources of the needed Determine potential sources of the needed resources.resources.– List names, networking sources and ideas of people and

potential vendors.

• Develop a budget needed to secure those Develop a budget needed to secure those resources.resources.

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Developing a Bridgeway BudgetDeveloping a Bridgeway Budget• Budget requests should tie in to yourBudget requests should tie in to your Mission, KRA’s & Mission, KRA’s &

GPSGPS. – Some budget requests will simply have to do with Cost of

Doing Business. This particularly impacts paid staff with office expenses.

– You may create a multi-dimensional KRA entitled “Business” or “Organization” for such items that are related to you personally as an employee that are not directly a resource for a program.

• Budget requests should be researched for Budget requests should be researched for price price and and timingtiming of expenditures. of expenditures.

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Developing a Bridgeway BudgetDeveloping a Bridgeway Budget• Budget requests should include: Budget requests should include:

– Projected ExpenseProjected Expense– Projected incomeProjected income (if applicable)– Projected Budget ImpactProjected Budget Impact (expenses minus income)

• Budget requests do not need to coded to last year’s Budget requests do not need to coded to last year’s Ops’ budget departments and accounts. Ops’ budget departments and accounts. – This will be done after it’s approved. The Ops team will be

involved in this process with you and/or your supervisor as we may be developing some new operating budget accounts/categories.

– Once this is done, you will have access to this coding for budget-tracking and future budget planning.

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Developing a Bridgeway BudgetDeveloping a Bridgeway Budget

• Budget requests are for Budget requests are for July 1 through Dec. 31, July 1 through Dec. 31, 20062006..– You need to develop a 6 month6 month budget.– Once we get into the new building and we settle in to

our new financial picture and attendances, then you will begin the process for the next 6 months for Ministry Year Ending 2007 (MYE07).

– For many of you, your KRA’s will rarely, if ever change. Some of your goals may change. Many action steps will need to be added for the next phase of budgeting which will take place in November.

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Developing a Bridgeway BudgetDeveloping a Bridgeway Budget

• Budget worksheets for each KRA are provided.Budget worksheets for each KRA are provided.– Please use the Ministry KRA WorksheetsMinistry KRA Worksheets and Budget Budget

WorksheetsWorksheets that have been provided.– Send them to your supervisor in soft copy format by the

date set by your supervisor.– All Pastors and Executive Directors need to submit the

KRA Budget OverviewKRA Budget Overview Sheets Sheets for their ministries in soft copy format to Pastor Mich by C.O.B. on Wednesday, May 31May 31.

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Budget Considerations*Budget Considerations*

• Travel • Lodging• Meals & Entertainment• Education• Conferences• Teaching/Training/Study Resources• Leadership Development• Retreats/TPO• Equipment

•Gifts/Appreciation•Office Supplies (colored paper, regular white paper, printing, postage, envelopes, etc.)•Software•Special Events•Cell Phone•Mileage•Marketing•Rentals•Honorariums

*Some of these considerations apply only to paid staff.

Note:Note: A Budget WorksheetBudget Worksheet has been provided.