Test 6: Min. LAD Flashcards

1
Q

Why rituals & ceremonies?

A

ceremony is a ritual with a connecting experience, connecting this world with the universal, the sacred with the profane.
Creates a numinous experience.

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2
Q

Elements of a good Ritual or Ceremony

A
  • Opening: Acknowledge everyone & The Presence, get people centered together
  • Purpose: agreement as to the shared purpose, hold the space
  • Objects: Anything that affects the senses: altar, bells, oils, drums, candles, sacraments, dress…
  • Process: Be creative! Sharing/interchange; metaphor/symbolism/readings
  • Closure: Retire the ceremony, honor and celebrate what was done.

Marriages and Memorials have additional needs.

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3
Q

Ideas for including the congregation in the ceremony:

A
  • Include them in visioning, creating, staging or sanctifying the space
  • Congregational songs and chants
  • Call & response
  • Collectively reading a statement of intention, purpose or affirmation
  • Release a symbol for completion: throw rice, make noise, dance and shout, etc.
  • Speak, sing, move, welcome, invoke, read, pray, usher, greet, etc.
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4
Q

Why is ceremony/ritual important for a church?

A

BROAD * Ritual encompasses an extremely broad category of human action
COMMUNICATE * Communicate religion/family/community’s most profound & mundane truths
IMAGE* Transmit powerful images
COMFORT* Provide comfort, develop identity, preserve history, create memories, connect people
CELEBRATE * Allow families to mark and celebrate their most important moments
SHARE* Share social and family life transitions & rites of passage with community
RENEW* Both church & family define and renew themselves in the process
ONENESS* On a group level, enhance the awareness of connection and Oneness
CYCLES* Assisting “nontraditional families” in identifying meaning and passage of life cycles
SPACE* Creates a space for non-ordinary things to happen (healing, vision, communion w/the divine)
NEW* Allows us to try new behaviors through the activity of ceremony w/out fear of looking silly
HEALING* It’s healing, unifying and comforting
FAMILIAR* Within a weekly service creates familiarity or repetition, which makes one feel comfortable, included and able to surrender more fully to the experience.

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5
Q

What are some ways that you would use rituals and ceremonies concepts in your life?

A

FAMILY Design and create my own rituals and ceremonies to celebrate with my family
TRADITION Recognize the need for traditions (even if new) and ritual in my own life
SYMBOLS See the symbolism all around me as a source of spiritual depth

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6
Q

What are some ways that you would use rituals and ceremonies concepts in your ministry?

A

SUNDAY Design ritual and ceremony for meaningful Sunday services
TRANSITIONS Create life transition ceremonies that are deepening and numinous
CLASSES
WORKSHOPS
EVENTS
MEETINGS
Enrich classes, meetings and all activities with more depth and meaning

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7
Q

Three types of Resources to be Successful in Your Ministry

A
  • HUMAN Resources
    o Involvement
    o Delegation of responsibility or authority (minister retains ultimate responsibility)
    o Includes staff, practitioners, congregants, volunteers, contractors, etc.
  • SPIRITUAL Resources
    o Self-development and Community Development (ministers, pracs, interfaith)
    o Spiritual Self-Care
     Spiritual Practices
     Have annual paid retreat in letter of call (NOT convention which is work)
     Keep list of resources (12 step, counseling, etc.)
  • PHYSICAL Resources
    o Supporting operating activities (acquire, maintain, preserve)
     Building, Money, Equipment, Furniture, Office supplies
    o Know who to contact/where to get the stuff, emergencies, reliable vendors, etc.
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8
Q

What are the basic pieces of a Financial Control Strategy?

A

Control Strategies & Processes to meet church fiduciary responsibilities (CEBBAM)
o Cash
 Count funds immediately; 2 people count & sign printed collection form; duplicate deposits forms – bank & bookkeeper; deposit quickly; don’t co-mingle funds from different departments, never pay bills from collection
o Expenses
 Pay by check for records; use petty cash for minor expenses; make payments only with documentation (ie invoices); two signatures for checks; 4-5 signers in church; don’t sign your own paycheck; no pre-signed checks
o Banking
 Checking account at nearby bank; minister meets bank manager; use preprinted & #ed checks & deposit slips; reconcile monthly statements; control check writing – 2 signatures (bookkeeper & other non-minister)
o Bookkeeping
 Maintain & post books daily or weekly; maintain a double entry bookkeeping system to balance transactions; post entries in ink if by hand; prepare a trial balance every month; keep duplicate records in safe place away from church; bookkeeper does not count funds, for checks and balances)
o Auditing
 Every year conduct an independent audit of financial statements (Full audit or review audit where CPA checks books), occasional internal audit (CPA, board member or church member who knows bookkeeping)
o Miscellaneous
 Use bank deposit box to guard important documents; annually review insurance liability coverage & protection

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9
Q

What are the parts of an accurate reporting and management system for church finances?

A

Control
Planning
Reporting

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10
Q

What is the basic purpose and what are the basic parts of a planning system?

A
  • Planning How we project & maintain financial health & resources to fulfill mission (BCAR)
    o BUDGET: prepare an annual budget
     Budget fulfills vision and mission; complete process, review & approval before start of budget year; sufficient detail for comparison between budgeted & actual results; monthly data supports tracking results & trends
    o COMMITTEE : form a budget committee
     Composed of board members & minister; review budget est., suggest revisions; approves final submission for presentation to board & congregation
    o APPROVAL: get approval of formal annual budget
     Get board approval; ideally get congregation approval, present summary at annual meeting
    o REVIEW: actual results vs. budget – determine action areas
     Review actual results vs. budget to determine areas that need action; do quarterly reviews; track differences to prepare for next budget
    o Overview: Have committees help build budgets; keep designated funds separate; Use cash or accrual basis (accrual: identifiable revenues and expenses within a specified period of time are matched against each other); know your assets and liabilities
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11
Q

What is the basic purpose and what are the basic parts of a reporting system?

A
  • Reporting Discloses happenings of church’s business operations (MFPAS)
    o METHODS
     Balance sheet (specific date’s snapshot of assets & liabilities; A-L=Equity)
     Income Statement (time span revenue & expenses; R-E=Net)
    o FREQUENCY
     Monthly for board meetings, annual statements for congregation
    o PREPARATION
     Issuer of monthly statements is not bookkeeper; annual statements should be done by person who does audit; minister never does financial statements
    o ACCURACY
     Ensured with good financial controls, annual audits are normally reliable; monthly reports are not audited & may contain inaccuracies
    o SPECIAL Financial Reporting
     Pledges (individual giving records for taxes); Extraordinary Giving (weekly report + for ty notes); Special contributions (building fund, scholarships, etc.); Checks from new visitors (add to system w/info from check)
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12
Q

What are some of the financial issues any church has?

A

BUDGET reflects vision and mission
Funding various MINISTRIES
Build mental equivalent of THRIVING generous community
FUNDRAISING & event planning
PLEDGE program
CONTINGENCY fund
Fair COMPENSATION for ministers & staff
Careful about DEBT
Growing PROSPERITY consciousness
Creating TITHING mentality
Open DIALOGUE about finances
TIMELY payment of expenses
Ensuring INTEGRY of finance staff
DEALING with issues quickly

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13
Q

How would you know if your church were doing well financially?

A

Growth trends over 2-3 year period
PEOPLE
DONATIONS Size of donation per congregant
# of ppl in community
CONTROLS Financial controls in place
CREDIT Credit history
PAYABLES List of payables
DEBT Bad debt
EXPERIENCE Experience/skills/consciousness of ppl in finances
o Information Needed: Liabilities = Equity
o Income Statement (Revenue – Expenses = Net)

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14
Q

What are some Financial Management concepts that you would use in your own life?

A

STEWARDSHIP Understand good stewardship in my own finances
READ Understand how to read financial statements,
BUDGET create budgets and meet financial goals
PROSPERITY Deepen in my own prosperity consciousness

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15
Q

What are some Financial Management concepts that you would use in your ministry?

A

Create and maintain strong financial controls and processes in the center
Work with the board and budget team to create strong, accurate budgets and forecasts
Handle any financial issues quickly with integrity and strength, growing abundance consciousness

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16
Q

Difference between leadership and management

A

LEADERS
* Are about VISION
* Have people that follow them
* Deal with emotions and motivations
* Influence comes from emotional and social skills
* Effective leadership results in desire to do what you motivate
MANAGERS
* Are about ORDER
* Have people that work for them
* Deal with behaviors and things you can see
* Influence comes from authority
* Effective management results in compliance

17
Q

Styles of Leadership

A
  • OLD: Sovereign (off with their heads!)Movie Star, Shepherd, Lone Ranger
  • Vision Caster
  • Servant Leader
  • Equipper
  • Leader of Leaders
  • New possibility of Shared Leadership
18
Q

Forms of Decision-Making

A
  • Consensus
  • Majority rules
  • Follow the leader
  • Yellow – integrative Trust the Expert
19
Q

Wisdom from art of leadership

A

o A softness in my expectation around processes, respecting the culture and sensibilities of the community
 Move slowly
 Facilitate, not control, the process
o Loving kindness in my relationships
 Have the difficult conversations respectfully
 Refuse to have my feelings hurt (Holmes)
o Trust the vision to gently shift the community over time
 Sheldrake’s biological morphic field theory
 Vision cast and let it slowly move through the community
o I love …
 holding the Vision Casting role in Shared Leadership
 Being a Leader of Leaders and empowering growth
 Consensus for new ideas and big decisions
 Yellow “trust the expert” within a given team for ongoing managerial decisions

“Group process evolves naturally. It is self-regulating. Do not interfere. It will work itself out. Efforts to control the process will usually fail.” The Tao of Leadership

20
Q

What are some concepts from the art of spiritual leadership that you would use in your life?

A

Recognize my own personal preferences in leadership and management
Learn from my past experiences for a better experience moving forward
See my personal growth areas and learn to strengthen them (appeasement, sensitivity)

21
Q

What are some concepts from the art of spiritual leadership that you would use in your ministry?

A

Design personal leadership style for peak success and positive experience for all people
Create an open-minded environment for optimum principle-centered innovation and problem solving
Handle conflict with loving-kindness while still holding people accountable

22
Q

What’s the ODM?

A

Organizational Design Model (ODM): visionary & philosophical guide & governing document for our org’s expression internally & outwardly in the world. The ODM provides the vision, culture, values, principles, processes, guidelines & intention (spirit of the law) that form the framework of the org.
* Declaration of Principles: What We Believe
* Visions: Both Global & for Organization
* Organizational Culture, how it Expresses & Manifests
* Shared Values: Accountability, Financial Health & Prosperity, Integrity, Love, Spiritual Living, Diversity/Inclusivity, Education, Transformation/Evolution, Creativity, Continuous Improvement
* Guiding Principles, Practices & Processes
* Intentions: Spirit of the law: ethics, youth, involvement in world scene, consensus, peacemaking
* The Field
* Organization Structure & Function + Elected Leaders
* Annual Meeting, Stewardship & Amendment of the ODM

23
Q

What are the basic items in the CSL organizational bylaws

A

CSL Organizational By-Laws: provide the legal framework req. for CSL to operate as nonprofit corp.
* Name, Location & Purpose
* Member communities, incl. rights, qualifications, delegates, etc.
* Annual Meeting & Voting info
* Governing Structure: Leadership & Council, Corporate Officers, Indemnification, Advisory Boards, + qualifications, terms of office, resignations, compensation, vacancies, etc.
* Financial Administration, Books, Records, Corp. Seal
* Definitions, Amendment of Bylaws, Dissolution & Dispute Resolution

24
Q

What are the basic items in a center’s bylaws?

A

Center By-Laws
* Global: Purpose of church, Relation to CSL, Dissolution of assets
* Corporation: Corporation operating methods, Processes (meetings, business, amendments to by-laws), Annual Meeting (dates, quorum, matters for discussion)
* Definition: Defines membership, board, minister, composition of board, officers & terms
* Minister: Minister Status (hiring, termination, functions)

25
Q

What are the basic items in a Member Community Affiliation Agreement?

A

Member Community Affiliation Agreement: defines mutually supportive relationship of CSL org & communities (church, teaching chapter, focus ministry, other non-profit corps.)
* Overview of vision & intention for relationship established in ODM
* Establishes rights, privileges & recognition
* Defines terms of affiliation (what center agrees to)
* Establishes agreements on teaching, annual report req, tithing, aligning w/CSL by-laws, branding
* How to remain in good standing or terminate
* Dispute Resolution

26
Q

What’s in the basic content of the CSL Policies and Procedure Manual?

A

Member Community Affiliation Agreement: defines mutually supportive relationship of CSL org & communities (church, teaching chapter, focus ministry, other non-profit corps.)
* Overview of vision & intention for relationship established in ODM
* Establishes rights, privileges & recognition
* Defines terms of affiliation (what center agrees to)
* Establishes agreements on teaching, annual report req, tithing, aligning w/CSL by-laws, branding
* How to remain in good standing or terminate
* Dispute Resolution

27
Q

What’s a letter of call?

A

Letter of Call: contract between center & minister, sets forth terms of hire in writing, established pay & benefits, must be specifically approved & stated in Board minutes, typically reviewed every year.
* Remuneration: Compensation, including housing allowance, reimbursement, teaching, cont. ed
* Retirement: Which program & compensation
* Insurance: What types – medical, dental, life
* Relocation: Possible for new minister
* Conferences & Conventions: Minister represents center & votes on policies
* Vacation: Defines vacation amount & how many Sundays the minister is gone
* Housing allowance: nontaxable (rent/payment, down payment, legal, loan fees, property taxes, insurance, furnishings, repairs & maintenance, landscaping, utilities, cleaning supplies)

28
Q

What are some ideas from organizational management that you would use in your ministry?

A

Structure and run the business of church appropriately
Make decisions for church behavior based on values, principles & processes + vision
Clarify roles & responsibilities in the center

29
Q

What are some ideas from organizational management that you would use in your life?

A

Know how to design my life, with clarity of vision & purpose
Create letter of call that works for me
Study the agreed upon values for my spiritual practice

30
Q

What are some things to prepare as you move into your first ministry?

A

Know how to design my life, with clarity of vision & purpose
Create letter of call that works for me
Study the agreed upon values for my spiritual practice

31
Q

What’s are the basic steps in the first phase of creating a first ministry?

A

Phase 1: Submission of Intent Always Be Devoted Practicing Direct Revelation
1. Application: who, where, what – minister’s qualification, location, contact info, name
2. Business plan
3. Demographic report: population, economics, other centers
4. Preapproval of name request
5. Documentation of courtesy contact of other CSLs within 50 miles
6. Regional support coordinator recommendation

32
Q

What’s are the basic steps in the second phase of creating a first ministry?

A

Phase 2: Complete Legal Documents AAA, BB, LL, PI, 501(c)3
1. Application fee; Articles of Incorporation; Affiliation agreement
2. Budget; Bylaws
3. Letter of call; List of Board of Directors
4. Pledge Commitment Form; Insurance
5. 501( c)3 exemption form (and state, if applicable)

33
Q

What’s are the basic steps in the third phase of creating a first ministry?

A

Phase 3: Starting CL OOO PPP M
1. Create Accounting and Filing Systems; Licensing & permits
2. Open bank account; ODM as guideline; Ongoing visioning/reflection/evaluation
3. Policies & Procedures, Place (right and ready); Plan first service
4. Marketing

34
Q

Describe the basic steps of a visioning process

A
  • What is Visioning: a simple yet profound process for tuning into our inner compass, the Divine vision for our lives. A powerful meditative practice to realize the highest, most expansive possibility for our lives or any project, organization or venture.
  • 7 Steps of Visioning
    1. Center in Oneness (be a place of receptivity for insight and revelation)
    2. Anchor in Love (the heart is where intuition resides)
    3. Open to a Higher Vision (suspend pre-existing ideas) What is the highest vision…
    4. Align with the Vision (ask questions to guide us to grow to embody the vision) What must I become… What am I to release…
    5. Commit to the Vision (feel the sacred YES! Commit to seeing it and being it)
    6. Give Thanks
    7. Release the Vision
    8. Then reflect: share, journal, activate with prayer
35
Q

What are some things that you would use in your life from First Ministry?

A

Use Visioning in my own life
Understand legal and financial paperwork
Learn to structure and launch an organization

36
Q

What are some things that you would use in your ministry from First Ministry?

A

Build a new ministry (technical and conscious)
Coordinate with CSL & fed, state & local governments to launch a new organization
Expand CSL consciousness in the world as my ministry