6 Ways to Engage Your Team in Vision Setting

I love to work on vision. I’m a dreamer. It’s not hard for me to come up with new ideas, and I do it often. Not everyone has that mindset. I also think quickly and I realize not everyone does. In my present role, I work with a different church each year, and lead them through a process of vision setting. This means I’m engaging with a wider range of individuals, some who are excited about and comfortable with working on vision setting, and some who are not.

Here’s the big question: how can you make sure that everyone is able to fully engage in the process of setting vision for your church or organization?

  • Follow a written plan.

When you lead a team through the process of setting vision for your organization, make sure you first identify a written plan. Whether you use something developed by another, or like me, pick and choose exercises from a variety of sources, make sure that everyone has access to the plan before starting the process. Then each person – not just the leaders – can see where the process is heading.

I provide everyone with a booklet they can follow. One of my team has a difficulty hearing, so the booklet helps him know where we are even when he misses some of what is said in the discussion.

In addition to the overall plan document, for each meeting, I also provide a clear agenda, complete with breaks, and times listed for each exercise so everyone can see if we are falling behind. I try to be a little flexible with the time, and even skip some pages in the workbook if we are running behind schedule. The participants can check those out later if they want.

  • Use Variety

I like to do more than just a question-and-answer format. Some of the exercises I like to use for vision setting sessions are multiple choice or circle the best answer. Some are fill in the blank. I provide examples from other organizations that can spark ideas. I do a little leading but prefer to get the team to do most of the talking, especially since I am the consultant and will not be with the church as they move to implement the plan. My job is to make sure they can arrive at a common vision that is truly theirs. This means that I invite a lot of discussion. I do some work on a white board when trying to bring their ideas together so everyone can see any common threads. I even included a few colour charts to help visualize some exercises. I also like to add a few cartoons! Make sure to include times where people can get up and move around a bit. Sitting for too long will slow people’s thought processes down.

  • Go Slow

When leading a vision process, go slower than you think you should. There are always a few who think slowly and need time to think about things. Some ideas may be brand new and might need some mulling over. Some participants will read and process the directions for the next exercise slower so you can’t rush the process. Too much information too fast will not work. Instead, give time to process to keep everyone’s thinking clear.

  • Circle Back

I have found that it is helpful to present exercises that to get the team to see the present reality and the future possibilities from a number of different angles.

As I recently led our team through a visioning process, it was interesting to see some of the same ideas coming up throughout the session, and ideas coming up later that built on what was previously discussed.  As these topics came up multiple times, it resulted in more clarity.

  • Highlight Recurring Themes

When you are working through a vision process, note these recurring ideas so that everyone is aware of them. It’s obvious that these are the themes that will be a major contributor to the final vision statement and vision picture. Listen to how their answers to different questions tie together and form a common theme. As the leader of the session, you are in position to observe these connections and identify them for the group.

  • Listen to God

In the recent process I led, there were a few times where we just stopped and prayed, both talking to God and listening to Him as well. There were a few times where different members of the team felt God was saying something we needed to pay attention to. When there were others that concurred, we took those thoughts seriously and integrated them into the values and vision that were taking shape.

It was very encouraging to me to see our team fully engaged through a 6-hour vision marathon! Everyone contributed to the conversation and was involved in the process right from the beginning to the end.

What are some ways you have found helpful to keep people engaged in process of developing a vision or strategy?

Keep looking up,

Andy Wiebe

The Incredible Value of Checklists!

During one of our breaks from pastoral ministry, I learned to drive a school bus. It was definitely an interesting experience. When I was about to complete the season, another driver commented that I had lasted very well on the worst run in the city. I picked up inner city kids and took them to school. Most of them came from difficult situations, but I tried to find ways of connecting with them and encouraging them.

As I was taking my training for my Class 2 license, which you need to drive a bus, the instructor walked me through a detailed list of what to check each morning to ensure the bus was safe to drive. This is not unique to driving busses; truckers have a similar pre-trip check to do. Usually this is done with a memorized checklist, but when I was later driving bus for a different company, they had a specific checklist I had to go through and sign each morning.

Checklists help you to make sure you remember to check all the important things. This applies to many places in life.

Photo by Suzy Hazelwood on Pexels.com

I go through a mental checklist most evenings before I head to bed:

  • Is my lunch prepared?
  • Have I laid out my clothes for the next work day?
  • Did I brush my teeth?
  • Did I remember to take my medications?
  • Did I set my alarm?
  • Did I plug in my phone?

The list helps me to remember what I want to remember.

Checklists can help you to train new volunteers at church. Checklists are doubly useful in training, both for the trainer and the new volunteer.  A checklist ensures the trainer knows exactly what training needs to take place. The checklist will remind them of what paperwork needs to be filled out, or what activities need to be practiced. The new volunteer can also be provided with a checklist to remind them what needs to be done.

Let’s pretend you are training a new worship leader. You can have them work alongside a current worship leader like an apprentice for a few weeks. The leader can make sure they are following the current checklist, a copy of which is then provided to the new volunteer. The checklist could look something like this:

  • Get the theme and scripture from the speaker for that Sunday.
  • Choose 5 songs that fit into that theme.
  • Sort/find the music for all musicians that will be leading worship with you.
  • Send the music titles (and music sheets) to all the worship staff and volunteers on your team.
  • Practice the music yourself.
  • Arrange practice time and practice with team during the week.
  • Arrange for all the team to come early on Sunday to do Sound checks
  • Etc.

Create lists according to the tasks that need to be done in each role, and encourage new volunteers to add to the list as they notice things that may have been missed.

I use a checklist like this in creating my sermons. I have a fairly long list that has certain comments and questions that help me think through my sermon from every aspect I think is important. Here are just a few things on my sermon checklist:

  • Who is the original audience?
  • How will this appeal to the 12-year-old boy in the pew?
  • What practical application steps can I suggest?
  • What are questions this scripture answers?

This list reminds me of what I have found to be important in the creating of a sermon. Some of them remind me of certain steps in my research. Other items remind me how to develop a good application at the end of the sermon. This is a list I have slowly compiled over the years, adding or adapting items as I discovered more steps I wanted to remember to use.

Checklists need to be open to adjustment. Sometimes a good book will encourage you to add another step. Over time some steps may be eliminated if they become irrelevant.

Checklists are a great tool to become better at what you do, to develop consistency, and to train new volunteers.

I’d love to hear about how checklists have helped you.

Keep looking up!

Andy