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EIGHT YEAR ASSESSMENT

Evaluation for continuing formation and development of clergy in servant ministry and leadership, including self-evaluation, metrics, observations, and interviews. Includes in-depth renewal and discernment for future ministry challenges and opportunities.

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EIGHT YEAR ASSESSMENT

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  1. EIGHT YEAR ASSESSMENT Rich Rego

  2. SECTION XIV. EVALUATION FOR CONTINUING FORMATIONFOR FULL MEMBERS ANDLOCAL PASTORS ¶ 349. Evaluation

  3. BOOK OF DISCIPLINE 2016: ¶ 349. Evaluation is a continuous process for formation in servant ministry and servant leadership that must take place in a spirit of understanding and acceptance.

  4. ¶ 349. Evaluation serves as a process for clergy to access their effectiveness in ministry and to discern God’s call to continue in ordained ministry.

  5. ¶ 349. 3: Every Clergy person shall also engage in a six-month process of personal assessment and development every eight years

  6. ¶ 349. 3: The process will be designed and implemented by the Cabinet and Board of Ordained Ministry for each annual conference in consultation with the Chairs of the Orders of Deacon and Elders and Fellowship of Local Pastors and Associate Members

  7. The Discipline goes on to say that the formal review, must include self-evaluation, metrics appropriate to the ministry setting, observations of trends over the eight-year period, and interviews with people close to the the clergy being reviewed.

  8. The Discipline also goes on to say that the in-depth renewal opportunitymust be designed by the Cabinet and BOM to include time set apart for prayer and reflection including with a covenant group and the celebration of ministry milestones

  9. This in-depth renewalwill also include meetings with a coach, and discernment of future ministry challenges and opportunities. If deemed important to help evaluation, psychological assessment tools may be used.

  10. The District Superintendents shall review the clergy person’s personal portfolio developed during this process and provide the initial report of this eight-year review. The D.S. may also call for a meeting with the bishop and members of the cabinet.

  11. Each annual conference shall develop and initiate a plan for such assessment by January 1, 2020

  12. The Bishop and BOM Co-Chairs articulated this understanding of what the EYA is supposed to accomplish:

  13. The Bishop and BOM Co-Chairs articulated this understanding of what the EYA is supposed to accomplish: To support clergy’s professional & personal flourishing in the diverse & demanding work of ministry

  14. The Bishop and BOM Co-Chairs articulated this understanding of what the EYA is supposed to accomplish: To support clergy’s professional & personal flourishing in the diverse & demanding work of ministry Work with clergy to evaluate their ministry thus far

  15. The Bishop and BOM Co-Chairs articulated this understanding of what the EYA is supposed to accomplish: To support clergy’s professional & personal flourishing in the diverse & demanding work of ministry Work with clergy to evaluate their ministry thus far To create an opportunity for clergy to clarify, renew, or recognize changes to their call to ministry

  16. MEMBERS OF THIS EYA DESIGN TEAM ARE: Yoo Yun Cho-Chang Ted Crass Steve Garnaas-Holmes Elizabeth Kubota Karen Munson Richard Rego Jay Williams Hyun-Kyu Yi

  17. EIGHT-YEAR ASSESSMENT District Superintendent Karen Munson and Rev. Jay Williams both attended GBHEM-hosted EYA training in 2017. Two of the main questions asked involved the current state of clergy leadership and clergy’s over-all health in our annual conference

  18. EIGHT-YEAR ASSESSMENT GBHEM’s event provided insights into clergy wellness, occupational burnout and spiritual vitality. Training and networking with other conferences and professionals helped provide the knowledge necessary to begin our EYA design process in New England.

  19. EIGHT-YEAR ASSESSMENT After the 2018 Annual Conference. our EYA Design Team met in August for our first meeting. We celebrated the powerful gifts each of us brings to the EYA table. We prepared to access other expert resources to help us on this journey.

  20. EIGHT-YEAR ASSESSMENT We are thankful for Mark Demers and Charlotte Pridgen-Randolph (BOM Co-Chairs) who are kept in the loop of communication and prayer. We are also grateful for Karen Munson’s valuable insight as a member of the Bishop's Cabinet.

  21. EIGHT-YEAR ASSESSMENT EYA Timetable: 10/5/18: Creation of Initial Document based on notes from 9/16-9/17 Retreat 10/17/18 -10/19/18: BOM briefing 11/10/18: 10am-4pm Team meeting Manchester 2/6/19-2/8/19: BOM presentation Early April 2019: Cabinet presentation June 2019: Annual Conference presentation January 2020: Rollout

  22. We used various printed reference materials as we started our work EIGHT-YEAR ASSESSMENT

  23. We used various printed reference materials as we started our work EIGHT-YEAR ASSESSMENT

  24. We referenced online resources and tools like Notre Dame’s Free “Wellbeing at Work” and ”Flourishing In Ministry” EIGHT-YEAR ASSESSMENT

  25. EIGHT-YEAR ASSESSMENT Networking with other annual conferences like Florida, Indiana, Iowa, Michigan, Minnesota, and Pacific Northwest, has been informative. Examples of each Conference’s EYA are posted on GBHEM’s website.

  26. EIGHT-YEAR ASSESSMENT There were no big surprises or revelations other than our uniqueness among them for having no Conference staff of funding

  27. EIGHT-YEAR ASSESSMENT Members of the design team have also been in communication with various organizations relative to quality assessment tools

  28. EIGHT-YEAR ASSESSMENT Members of the design team have also been in communication with various organizations relative to quality assessment tools We are considering three instruments for the Eight Year Assessment though no one person will take all three:

  29. The Danielson Center’s “Relational Spirituality Assessment” (R.S.A.) Measures: EIGHT-YEAR ASSESSMENT Measures Experience of Relationships, Humility, Spiritual Seeking (Questing), Spiritual Struggles. Spiritual Well-Being, S.E.R.T. Measure, Trait Forgiveness, Keyes (Well-Being), Differentiation of Self Inventory, Treatment Outcome Package (T.O.P.) (a snapshot of mental health)

  30. The Lewis Center for Church Leadership “Lewis Pastoral Leadership Inventory” (L.P.L.I.) Measures: EIGHT-YEAR ASSESSMENT This monitors ministry effectiveness by identifying individual strengths and weaknesses within a three-fold understanding of fruitful leadership encompassing Character, Competence, Contribution. Helps with self-discovery, gathering feedback, setting goals for improvement, identifying continuing education needs, and tracking progress over time.

  31. GBHEM’s EM360 “Effective Ministry 360-Degrees” Measures: EIGHT-YEAR ASSESSMENT This process includes a 360-degree survey that focuses on the pastor’s ministry in a local church and then guides the pastor and S/PPRC to set goals together for the local church’s mission and ministry…

  32. GBHEM’s EM360 “Effective Ministry 360-Degrees” Measures: EIGHT-YEAR ASSESSMENT …GBHEM’S “EM360” establishes an action/formation plan for how the congregation and pastor will partner to meet these goals. As designed, it fits well into supporting Annual Conferences and clergy in meeting the requirements of the EYA.

  33. GBHEM’s EM360 “Effective Ministry 360-Degrees” Measures: EIGHT-YEAR ASSESSMENT We are considering having half the participants use LPLI and half use EM360. for this pilot,

  34. WHAT FOLLOWS IS A SUMMARY OF THE NEW ENGLAND CONFERENCEEIGHT-YEAR ASSESSMENT As proposed by the Board of Ordained Ministry “Eight Year Assessment” Design Team (EYA) as of February 2019

  35. EIGHT YEAR ASSESSMENT This Eight Year Assessment (We’d like to come up with another name) will have two classes annually: January (30) and July (30)

  36. EIGHT YEAR ASSESSMENT This Eight Year Assessment has three elements: Introduction - Assessment - Planning

  37. EIGHT YEAR ASSESSMENT 1. Introduction (First Month) -A12-Month Heads up -Invitation from BOM as 7th year begins -Clergy person will be advised that they must complete a six-month process and take one Psych-evaluation tool before that process begins (R.S.A,LPLI, EM360) -Six Month notice for which cohort

  38. EIGHT YEAR ASSESSMENT 1. Introduction (First Month) -One Day Orientation Workshop Outcome: to become familiar with the process and oriented towards connecting with resources for the building of the clergy person’s portfolio

  39. EIGHT YEAR ASSESSMENT 1. Introduction (First Month) -One Day Orientation Workshop -Review orientation materials and checklist -Time for personal brainstorming and planning for upcoming months 2-5 assessment with peers, cabinet, SPRC

  40. EIGHT YEAR ASSESSMENT 1. Introduction (First Month) One-Day Orientation -Identify support needs: Finances, Coach, Spiritual director, Covenant group, Physician, Counselor. -Leave with a plan, understanding of the process, and a renewed sense of covenant -Copy of plan with dates is shared with “Shepherd” who sends reminders, check-ins

  41. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Assessment with peers, cabinet, SPPRC During this time, the Clergy person compiles a portfolio which includes: Self-assessment Peer-assessment Parishioner-assessment Cabinet-assessment

  42. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) The portfolio would include: Statistics & clergy person’s interpretation of those stats in the local church context, Pastoral Conversations,

  43. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) The portfolio would also include: Assessment Tool results, including peer, parishioner input, CEU Record appointment letter & “initial report” from the D.S.

  44. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) -Clergy person will process and reflect on materials and initiate a clarity process with a trusted circle and spiritual director. -Each would have access to portfolio information to help them develop deepening and discerning questions. -Develop a personal ministry plan draft

  45. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will meet with D.S. (Separate from the One-on-one) may include: Presentation of Conference/Ministry leadership options Celebrate milestones, Contribute to the personal ministry plan

  46. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will take the remaining assessment instrument This will be either the EM360, Lewis Center LPLI, or the Danielsen Center RSA

  47. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will participate in a Finance Assessment Ernst & Young evaluations is free If clergy person has a comparable service it may serve as a substitute

  48. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will participate in a physical health assessment Web MD, historical, and a physical within 12 months of the retreat

  49. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will take online “Wellbeing at Work” Note Dame’s “Flourishing in Ministry” FREE assessment tool

  50. EIGHT YEAR ASSESSMENT 2. Assessment (Months 2-5) Clergy person will get feedback from a trusted lay member at the local church This may be one or more people who will reflect with the clergy person

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