How Boards Plan

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Around the world this fall, boards gather at their online tables to ask, “What kind of congregation can we be in this strange time? When and how can we return to ‘normal,’ and what will that even look like?” Some deny the possibility of planning in such times, but without deliberate planning, habit and momentum rule. Without structure, planning conversations run in circles or explode in conflict. At this time even more than most, boards need structured ways to talk about the future.

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Agenda Items for Your Board this Summer

Last March as we began to realize the seriousness of the COVID-19 pandemic, congregations entered a creative frenzy. We found ways to offer worship, pastoral care, group fellowship, and education online. Long-range plans went out the window as we rose to short-term challenges.

Governing boards—even those that generally spend time planning and discerning—have understandably become preoccupied with short-term matters. Board members are busy finding groceries, caring for children out of school, and helping out with this or that around the congregation. But “this or that” is not the work of governance. Eventually boards and clergy leaders must return to their core work and formulate a fact-based and compelling vision of the congregation’s future.

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Saying No to Gifts

Everybody knows that congregations require money, and most leaders know that to receive gifts, you usually have to ask for them. But sometimes donors offer gifts without being asked. This is a good thing—usually! But unasked-for gifts often have strings attached. Accepting them blindly risks letting donors choose the congregation’s course. Paradoxically, one of the most effective ways to encourage gifts is to adopt clear policies about when you will say no to them.

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Project, Spinoff, or Partner?

Churches and synagogues often serve as incubators for soup kitchens, food pantries, nursery schools, retirement homes, arts programs, and other worthy ventures. Once those ventures are established, how much control should a congregation have over them?