Strategic Planning: Making Our Vision Into Our Story

1. Strategic Planning:Making Our Vision Into Our Story Roadmap Options November 2009

2. Roadmap Overview The second part of our charge was to “develop a five-year strategic plan that defines a course of action to provide programs, staff, facilities, and budget that support progression toward achievement of our strategies.” In this roadmap, we present our recommendations as two options based on projected financial resources: • Use Restricted Capital Funds: In this option, the existing restricted capital funds are repurposed with a focus on creating sustainable finances, bringing our campus to “good” condition and providing for an earlier opportunity to increase administrative and custodial staff. For example, the existing restricted funds of approximately $300,000 could be repurposed as follows (based on estimates only): • Retire operating loans from the capital restricted fund: $ 82,000 • Fund an Intern for sabbatical coverage $ 12,000 • Fund a 3-month operating reserve (for cash flow and emergencies) $ 125,000 • Complete backlogged maintenance to bring campus to “good” condition $ 50,000 • Complete renovations for social space shared w/CCC, sanctuary expansion & sound system $ 30,000 $ 299,000 We have canvassed a sampling of restricted capital fund donors who have provided positive responses to this approach. If the board agrees this is the desired option, we recommend they contact as many donors as possible and proceed with a congregational vote. • Use Operating Funds: In this option, the existing recommendations are represented on the timeline when funding might be available based on projections for operating fund growth. Based on the existing state of the economy, our approach is conservative and assumes that additional funds will only cover basic increases in expenses (example: increased health care costs and unscheduled maintenance) until FY 2011-2012. Any unexpected expenses will continue to result in additional loans from the restricted capital funds. We also assume that we could use existing capital funds to complete renovations for social space shared w/CCC, sanctuary expansion & sound system.

3. Roadmap Option: Use Restricted Capital Funds Update Committee Governance Create Governance Task Force 1 2 Provide On-going Committee Chair Training 3 Create Volunteer Coordination Team 4 Provide Coordination to Invite, Empower and Recognize Volunteers 5 Create Anti- Racist Multicultural Task Force 6 Evolve toward being a Fully Functioning Antiracist Multicultural Institution 7 Create Flourishing Families Task Force Provide Programming to Support Families and Relationships 9 8 Add Children’s Fellowship, Children’s Non-Choral music and Young Adult Fellowship 10 Create Unified Calendar Create Communications Task Force 11 12 Update Communications to Meet our Changing Needs 13 Strategic Planning Review / Revise Strategies Bring Campus To “Good” Condition Create Campus Care Team 15 14 Maintain Campus Care 16 Establish Sustainable Finances Plan Fund Preventive & Unscheduled Maintenance 18 17 Maintain Operating Reserve 19 Hire Intern Minister Maintain Competitive Staff Salaries and Benefits 21 20 Increase Administrative & Custodial staff Hire Volunteer Coordinator 22 23 Move Social Hall to Classrooms 24 Conduct Preliminary Capital Assessment Select Architectural Approach Initiate Capital Fund Drive 26 27 28 Enlarge Sanctuary (to include current social area) Organize Archives 25 29 With Growth With Current Budget FY 2009-2010 FY 2010-2011 FY 2011-2012 FY 2012-2013 FY 2013-2014

4. Roadmap Option: Use Operating Funds Update Committee Governance Create Governance Task Force 1 2 Provide On-going Committee Chair Training 3 Create Volunteer Coordination Team 4 Provide Coordination to Invite, Empower and Recognize Volunteers 5 Create Anti- Racist Multicultural Task Force 6 Evolve toward being a Fully Functioning Antiracist Multicultural Institution 7 Create Flourishing Families Task Force Provide Programming to Support Families and Relationships 9 8 Add Children’s Fellowship, Children’s Non-Choral music and Young Adult Fellowship 10 Create Unified Calendar Create Communications Task Force 11 12 Update Communications to Meet our Changing Needs 13 Strategic Planning Review / Revise Strategies Create Campus Care Team 15 Maintain Campus Care 16 Establish Sustainable Finances Plan Fund Preven- tive & Unscheduled Maintenance Maintain Operating Reserve Bring Campus to “Good” Condition 19 14 18 17 Hire Intern Minister Maintain Competitive Staff Salaries and Benefits 21 20 Increase Administrative & Custodial staff 22 Move Social Hall to Classrooms 24 Conduct Operating Reserve Drive Conduct Preliminary Capital Assessment 30 26 Enlarge Sanctuary (to include current social area) Organize Archives 25 29 With Growth With Current Budget FY 2009-2010 FY 2010-2011 FY 2011-2012 FY 2012-2013 FY 2013-2014

5. Option Comparison* Option: Use Restricted Capital Funds: Repurposes restricted capital funds with a focus on creating sustainable finances, bringing our campus to “good” condition and providing for an earlier opportunity to increase administrative and custodial staff. Bring Campus To “Good” Condition Fund Preventive & Unscheduled Maintenance 14 18 Maintain Operating Reserve 19 Increase Administrative & Custodial staff Hire Volunteer Coordinator 22 23 Conduct Preliminary Capital Assessment Select Architectural Approach Initiate Capital Fund Drive 26 27 28 Option: Use Operating Funds - Retains restricted funds for the original purpose. The result is a longer timeline projection for maintenance and bringing the campus to “good” condition. It also results in a more gradual increase in administrative and custodial staff, and a longer timeline horizon projected for a capital campaign. Fund Preven- tive & Unscheduled Maintenance Maintain Operating Reserve Bring Campus to “Good” Condition 19 14 18 Increase Administrative & Custodial staff 22 Conduct Operating Reserve Drive Conduct Preliminary Capital Assessment 30 26 FY 2009-2010 FY 2010-2011 FY 2011-2012 FY 2012-2013 FY 2013-2014 * Comparison is limited to the recommendations that occur in a different timeline for the two options. All others remain the same.

6. Roadmap Recommendations Descriptions

7. Roadmap Recommendations Descriptions

8. Roadmap Recommendations Descriptions

9. Roadmap Recommendations Descriptions