National Institute in Church Finance & Administration (NICFA) Emory University Candler School of Theology June 27, 2012 Minister to the Congregation Dunwoody United Methodist Church 1548 Mt. Vernon Road Dunwoody, GA 30338 770-394-0675, ext. 114 david.melton@dunwoodyumc.org My Ministry Experience Church Administration is: ◦ Not what you do, while you’re waiting for the “real” ministry of the church to happen ◦ Ministry, not methods ◦ People, not paperwork ◦ Management, not manipulation of people and paper 1 Corinthians 14: 33, 40 … for God is a God not of disorder but of peace. … all things should be done decently and in order. Which is correct? ◦ “The Church needs to start functioning more like a business and less like a church.” Or ◦ “The Church needs to stop functioning like a business and start acting more like a church.” The conceptual difference is in a Christ-centered approach People and mission are the main focus, not the return on capital investment. Now there are varieties of gifts, but the same spirit, and there are varieties of services, but the same Lord; and there are varieties of activities, but it is the same God who activates all of them in everyone. To each is given the manifestation of the Spirit for the common good. (I Corinthians 12: 4-7) Demonstrated by: ◦ Your character . . . Who you are ◦ Your support system . . . Who you know ◦ Your knowledge . . . What you share ◦ Your performance . . . What you do ◦ Your commitment . . . . How you persist What are the attributes of a professional? ◦ Punctual ◦ Respect others and their space and time ◦ Produces quality work ◦ Being proficient ◦ Person who takes responsibility ◦ Assertiveness – shows initiative Positions ◦ Consider personality assessment tools when matching persons to positions ◦ Insure each staff member knows their job description ◦ Require a yearly evaluation for all positions ◦ Develop and distribute organizational chart Image – First Impressions ◦ How we look – Dress Code/Grooming ◦ How we say it – Positive and affirming ◦ How we do it – Positive and helpful “Come . . . make yourself at home” A way of hospitality by Dr. D. B. Shelnutt, Jr. Johns Creek UMC “Those of us who love God, especially those of us in the church, should pull together as a team. We should not pull against each other and we should not try to pull anyone else down.” (Ephesians 4:1 – 3) What is the definition of a team? ◦ People working together in a coordinated effort. What is team building? ◦ Activities that enables the team to discover its best operational style and objectives Belonging Together ◦ Belonging serves as the foundation of the team building process. Remember “Cheers” a place where everyone knows your name. ◦ There is a societal paradigm shift occurring. The shift is away from the independent “get the job done” to a society that is begging to see a community of friends work it out together. Recognition No mater how you do it, find ways to show staff members how valuable they are. Growing Together ◦ Make learning a priority. Develop short and long range education plans yourself and other office staff. ◦ Take advantage of “in house” or team member sharing. Serving One Another A very significant act that will have awesome results. Pray for each other Affirm each other Leave little gifts, notes, surprises for each other Reaching Together ◦ Sharing the vision ◦ Creating unique ways to own the vision ◦ Team building is hard work and needs to be a high priority As members of the Dunwoody UMC Staff, we covenant with one another to: Pray regularly for one another Provide each other with honest, timely, communication and feedback Create a sense of “team,” seeking to make others “successful,” and to understand how our individual actions affect the workings of the team as a whole Provide public support of one another, using private settings to share our concerns and to work out our differences; we will learn from our mistakes Maintain a high level of confidentiality in staff discussions As members of the Dunwoody UMC Staff, we covenant with one another to: Listen really seeking to hear and understand with our heads and hearts what is being said Carry our part of the work load, not depending on others to pick up our slack; be accountable to one another, we will lead and be led To feel comfortable in asking for “help” of our fellow staff members Use the provided systems to uniformly work and communicate with one another Seek to be faithful to God’s will in all we say and do Basic Coach Training Handbook By J. Val Hastings Empowering Others, Empowering Yourself Workflow: Managing office work in terms of the demands of the individual work item. Workload: Managing office work in terms of the available resources and structures. Work Control: Managing the balance between workflow and workload. First, focus on the whole project, what is your end goal Second, understand the project at multiple levels: ◦ ◦ ◦ ◦ From From From From task to task worker to worker ministry area to ministry area ministry area to parishioner There is a difference between a project focus and a task focus Assertive Supervision ◦ Susanne S. Drury Assertive Supervision Progressive Leadership Model ◦ J. David Stone The Complete Youth Ministries Handbook Situational Leadership Model ◦ Kenneth Blanchard The One Minute Manager ◦ Paul Hersey Situational Leader Be direct in what is needed/wanted Say what you need to say in a direct way, but with respect for others. ◦ This is what I expect. What do you need from me to help you be successful? The Stages of Ease I do I do You You it it do do - You watch - You help it - I support it - I move on Scheduling activities and facilities usage is a never-ending job Church Calendar: No Matter What – Have one! ◦ Desk/Wall type calendars ◦ Calendar software ◦ Event Planning Software A good calendar program: ◦ ◦ ◦ ◦ ◦ ◦ ◦ Tracks room usage Custodial/maintenance work orders Energy needs Multiple staff can view Has pop-up reminders Interfaces with personal calendars Allows advance planning 12-24 months ahead Create policies that address how rooms are scheduled and which groups have priority over others Limit authority to input or change schedules to one or two persons Create calendar request forms that provide complete details of each event (i.e. times, special set-up instructions, media needs) Allow at least 24-48 hours before approving request to check for all potential conflicts Designate a “keeper of the calendar” and an “arbitrator” Church Administrator Dunwoody United Methodist Church 1548 Mt. Vernon Road Dunwoody, GA 30338 770.542.1662 (O) 678.221.4773 (C) Jim.boyea@dunwoodyumc.org Supplies & Purchasing Record Retention Safety & Security How Do You Do Business? “Nowadays people know the price of everything and the value of nothing.” - Oscar Wilde “Good stewardship has less to do with how much money is saved and more to do with how much money isn’t wasted.” - Anthony Coppedge Focus on total cost Price = What you pay for the item Total Cost = Price + + Central Budgeting & Purchasing for Standard Inventory Items Orders less than $500 are ordered directly from vendor by individual ministry departments Orders totaling $500 or more: Require a Purchase Order Avoid splitting orders to avoiding the PO process Purchasing Groups ◦ National Church Purchasing Group 8108 Virginia Manor Drive • Mechanicsville, VA 23111 • Phone: 800-795-NCPG • ncpg.net ◦ Shared Church Services • 5118 Park Avenue • Memphis, TN 38117 • (800)301-CORD sharedchurchservices.com ◦ FMS Purchasing & Services PO Box 7768 • Clearwater, FL 33758-7768 Phone: 800-456-2025 fmspurchasing.com 35% of documents contain legally sensitive info* 1 out of 4 documents is subject to compliance** 49% of Companys are “not confident” they could show records are accurate, reliable, and trustworthy* *Source: Cohasset Survey 2005 ** Source: Vanson Bourne Consultancy The Seven Deadly Sins of Records Retention 1. Not keeping your records separate from your backup. 2. Expecting the legal department to produce a rule of thumb for how long to store records. 3. Assuming that document retention is someone else's job. 4. Not being able to respond quickly to a request. 5. Having a policy you can't follow. 6. Failing to offer guidance on how to destroy old records. 7. Telling people to delete information at the wrong time. Hard Information Must be protected in a locked area with controlled access. ◦ Personnel records, counseling files, private correspondence, memo’s, pledge cards, giving records Paper Shredders ◦ When hard information is no longer needed - Don’t Dump – Shred! Soft Information Information stored in the church computer or network. Key to keeping these records private is access. ◦ Carefully evaluate who has viewing rights as well as who can change the contents. Establish different security levels for different job descriptions and the types of information. Workplace Personal Safety Highest Priority. Safety and Security occurs at two levels: ◦ Workplace environment and those things we have control over; ◦ External factors we cannot control. For these things, the best we can do is have measures in place to reduce and minimize harm to others and ourselves. Provide regular opportunities for formal dialogue between staff and supervisors ◦ Creates openness between staff and supervisors ◦ Provide an instrument to guide dialogue Staff Review Best Practices Minimizing/Recognizing Risks ◦ Assess how well you are doing Communications ◦ 2-way, cell phone, intercom, “code words” Audits ◦ Security audit – Use police department, security firm, consultant Leaders are encouraged to equip themselves with tools that can be used to resolve conflict. Create a culture that encourages mutual respect and open communication. Conduct training in conflict resolution, how to report and handle complaints of unfair treatment, and how to recognize signs of a potentially violent employee. Violence often results from stress, either on or off the job, and pushes people “over the edge.” Screen thoroughly; have a written ZERO tolerance policy for workplace violence, report all threats of violence to the police. “Human beings, who are almost unique in having the ability to learn from experience of others, are also remarkable for their disinclination to do so.” -Douglas Adams NACBA www.nacba.net NACPA www.nacpa.org NACFM www.nacfm.org NACFS www.nacfs.org GACHP www.gachp.org