Joseph Priestley District

Board of Directors

May 19-20, 2001

Virden Center, Lewes, Delaware

 

Minutes

 

Present: Evelyn Spurgin (president), Mike Harris (vice president), Ellen Cotts (treasurer), Dave Hunter (secretary), Dawn Star Borchelt, David Chandler (5/19 only), Howard Dana (5/19 only), Marilyn Dyson, Janet Eisenhauer, Anne Herndon (5/19 only), Paula Maiorano, Paul Roche (5/19 only), Bill Stroup (5/19 only)

Absent: Mel Harkrader-Pine

Also Present: Richard Speck, Susan Rak (5/19 only), Bob Johnsen, Qiyamah Rahman

 

The meeting was called to order on May 19, at 4:35 p.m.

 

1. Board Appointments.  The Rev. Howard Dana (SVAC) and Janet Eisenhauer (unclustered Maryland) were appointed to the board for one year terms.

 

2. District Lifespan Religious Education Consultant.  Susan Rak was thanked for her years serving the district.  Evelyn Spurgin announced that the candidate for acting district lifespan religious education consultant is Virginia Jarocha-Ernst, now the DRE of UU Congregation of Somerset Hills, NJ.  We will interview her and decide whether to accept her on either May 29 or May 30.  We will discuss the formation of a search committee for the permanent district lifespan religious education consultant in July.

 

3. CampUUs Director.  Evelyn announced that the search committee for an acting CampUUs Director will consist of Evelyn Spurgin (board), Janet Eisenhauer (board), Richard Speck (district executive), Lilly Nye (interim assistant minister, Main Line), Rob Cavenaugh (acting chair, CampUUs), Darrell Duane (young adults), Roberta Finkelstein (minister, Sterling), with assistance from Donna DiSciullo (UUA Young Adult/Campus Ministry Director).

 

4. GA Suite.  We will have a suite in the Renaissance Hotel.  A list of events was circulated, with board members signing up to volunteer.

 

5. Future Meetings.  The following schedule for future board meetings was agreed to: May 29 or 30, July 13-14 (Reading), October 5-6 (Wilmington), November 16-17, January 11-12, March 1‑2.  The annual meeting will be on April 13.  The date for the 2002 board retreat will be set at the July meeting.

 

6. Treasurer’s Report.  Ellen Cotts distributed and discussed her Treasurer’s Report (attached).

 

7. Congregational Liaisons.  The proposed assignments distributed by Dave Hunter were agreed to with two swaps.  Revised assignments:

 

                David Chandler    West Chester

                Ellen Cotts                             Thomas Paine

                Janet Eisenhauer  Frederick

                Mike Harris                           All Souls

 

Assignments as revised are attached.

 

8. Committee Liaisons.  Committee liaison assignments were discussed but not finalized until May 20 (see below).  The District Executive’s Advisory Committee will continue unchanged.

 

9. DYSC.  Susan Rak reported that she has not yet received the list of proposed DYSC members for 2001-02.  She will circulate the list to the board by email; board members should send her any comments they have.  Susan will assume that DYSC members have board approval unless she receives objections.

 

10.  Staff Reports.  Staff members will report at the July meeting.

 

11. Reimbursement policy.  A description of the current practice was distributed and approved as policy, subject to refinement.

 

Much of the work of JPD is carried out by volunteers on the board, committees, task forces, etc.  In order to ensure maximum participation, all expenses for official JPD business are eligible for reimbursement as follows: rooms at 50% of the prevailing rate (two to a room is our standard practice), mileage at 20 cents per mile, meals up to $35 per diem, and other out-of-pocket expenses with receipts.  JPD Expenditure Forms are to be filed with the JPD office.

 

Alternatively, many volunteers make donations to the JPD for expenses incurred on their behalf and keep their own records to claim income tax deductions for those donations and their JPD expenses in lieu of JPD reimbursement.  (Be aware that IRS mileage deduction rates may change from year to year and that current information should be reviewed annually.)

 

The meeting was recessed at 5:22 p.m.

 

The meeting was reconvened on May 20, at 9:05 a.m.

 

12. Committee Liaisons.  The following liaison and other assignments to committees were agreed to:

 

                CampUUs                                              Mel Harkrader-Pine

                Conferences                                          Paul Maiorano

                DYSC                                                     Dave Hunter

                Awards                                  Mike Harris (chair), Anne Herndon, Dave Hunter

                LGBT                                                      Bill Stroup

                Nominating                                           Dave Hunter

                Personnel                                              Janet Eisenhauer, Ellen Cotts, David Chandler

                Extension                                               Ellen Cotts

                Finance                                  Paul Roche (chair), Ellen Cotts, Gene Mulligan (former board member)

                Long Range Planning                          Mike Harris, Anne Herndon

                Journey Toward Wholeness              Evelyn Spurgin

                Leadership Development    Janet Eisenhauer, Howard Dana

                RE                                                           Dawn Star Borchelt

                Women and Religion                           Janet Eisenhauer

                Publications                                          Marilyn Dyson

 

13. Staff Reimbursement.  On the recommendation of Ellen Cotts, the board approved up to $1,000 additional travel expense reimbursement for Bob Johnsen, at Ellen’s discretion.

 

The meeting was adjourned at 9:08 a.m.

 

Dave Hunter, Secretary

 

Attachments: treasurer’s report, congregational liaison assignments

 

 

 

 

 

 

 

 

 

 

 

Retreat Summary – 5/19-20 – from wall charts

 

 

 

I.                     Progress 2000-01

 

A.      JTW

1.        Two new people added and trained

2.        Developing strategy for power analysis

B.       Extension

1.        3% growth target, 1.8 actual

2.        Moving toward growth plan

C.       Leadership

1.        More communication/participation in UNILEAD

2.        Leadership days: migration toward new types

D.      RE  

1.        Moving toward more half-time DREs

2.        Improved deepening of RE professionals

3.        GWAREC library to JPD LREDA chapter

E.       CampUUs  -  9 congregational campus ministries, $ needed to institutionalize

F.       DYSC    

1.        SJ Con held

2.        YES program started

3.        Training for 30 advisors

G.       Music/Worship – no activity

H.      Services  -  teams in development

I.         RNS – sunsetted

J.        GLBT -  held retreat, building community education

K.      Staff

1.        DE – permanent selected

2.        Growth Consultant – ½ time

3.        Lifespan RE  - moving toward teams

4.        CampUUs – going to ½ time

L.       Board  - reviewed models

M.     Board Committees

1.        Nominating  -  seeking well-trained volunteers

2.        Communications

a.        Found newsletter editor

b.       Web site in development

3.        LRP – gathered info from stakeholders, planned retreat

4.        Personnel

a.        Completed policies & procedures

b.       Looking at broadening services to congregations.

5.        Awards – Designated UnsungUU & Pickett (River Road) winning  national

6.        Finance – ribbons to honor fair share

 

 

 

 

 

 

 

 

 

 

 

 

 

II.                   Vision – imagining JPD in 5 years: where we are going, what we will look like

A.      Group 1

1.        Focus on strengthening lay leadership

2.        Universal UU access and visibility/awareness

3.        Wider vision of  “congregational polity”

(paradigm shift to collective faith clusters/congregational covenants)

4.        Program accomplishments: JTW, CampUUs, SJ initiative

5.        Growth targets – numbers, congregations

6.        Healthy congregations – developing successfully in faith & practice

 

B.       Group 2

1.        Growth: new starts & growth of present congregations – greater diversity

2.        Trained religious educators in every congregation

3.        100% fair share

4.        Greater UU presence in community: SJ/interfaith activities, prophetic voice

5.        Strong CampUUs & Young Adult programs

C.       Group 3

1.        Growth

a.        Numbers & kinds of congregations

b.       Faith & vitality (+SJ) individuals and institutions

c.        Keeping our own

d.       $ + institutional support/resources

e.        Staff + infrastructure

2.        Change(-d, -ing)

a.        Service delivery method & process

b.       Planning process

c.        Use of technology

d.       Nurturing of true diversity

e.        Recognizing & addressing “null” curriculum

D.      Group 4

1.        Growth of UUism (3-20%) fuels everything else

a.        Culture must change

b.       All sized congregations to grow: small, mid, large

2.        Congregationally-based ministry to Youth & Young Adults

3.        Active, trained, committed volunteer base

4.        Additional staff

 

III.                 Vision Areas (the following were identified as major initiatives & subsequently consolidated)

A.      Leadership

B.       Program Development

C.       Growth

D.      Social Justice

E.       UU Identity

F.       Collective Consciousness

G.       Public Awareness

H.      100% Fair Share

I.         Technology & Communications

 

Note: when consolidated, C was seen as over-arching,

D-E-F-G as UU Identity, H & I as means to accomplishment

 

 

 

 

 

 

IV.                 Growth Types (for analysis)

A.      Numerical: BIPs (bodies-in-pews)

1.        Leadership: lay & professional

a.        10 new starts in 5 yrs, 20,000 UUs

b.       Training for ministers & lay persons on growth issues

c.        Develop a 20-person network to evangelize/management consult               (adjuncts of DE/GC) with sermons

d.       Board needs to be out front of this leadership change with ministers

e.        Help in closing the back door, e.g., extension ministry training

f.         Remember the “homegrown”

g.       Media experts needed

2.        Program Development

a.        Fund innovative growth programs

b.       Identify change agents

3.        Social Justice

a.        Publicize SJ that is done

b.       Establish staff position

4.        UU Identity as intentionally growing

5.        Public Awareness – getting the message out better

6.        Technology & Communications

a.        Award for best web site

b.       Training in web design/use

c.        Staff for technical support

B.       Organic: organization & infrastructure

1.        Full funding - model for congregations

    a.  100% fair share

    b. Endowment

    c. Grants

2.        Leadership

a.        Service delivery, best practices book

b.       Programming

c.        Board revision: governance

d.       Staff assessment/analysis

e.        Modeling

f.         Training for congregations

3.        Technology & communications – improved

 

C.       Incarnational: living the faith

1.        Leadership  - chosen with full diversity of UUism

2.        Promote, facilitate, engage shared dialogue of public witness (what it means to be UU)

3.        Training in systems thinking: best practices, healthy congregations

4.        Accountable to those we serve – inclusivity

 

D.      Maturational: deepening in the faith

1.        Leadership

a.        Encourage lay development – multiple paths

b.       Recognition in churches

c.        Seminary for lay leaders

2.        People follow lay leaders

3.        UU identity

a.        Ways to find what we believe

b.       Having conversation of where we are going as people of faith

c.        Healthy modeling

 

 

V.                   Consolidated Foci and Goals by Years

1.        Leadership

a.        Create task force (in conjunction with extension committee) for district growth plan: 20,000 UUs in 5 yrs, 5 new congregations: Y1-create; Y2-fund plan

b.       Move toward policy governance board model: Y1-form task force; Y5-be at new model

c.        Board to keep growth on front burner, July decision on action

d.       Best practices: Y1-web site

e.        Engage leadership & nominating committee: Y1-identify more leaders, checking with congregations

2.        UU identity

a.        Conversation on who we are, where we’re going: Y1 board commitment resulting in evaluation and plan

b.       Social Justice: Y1-articulate vision & ask for feedback; Y5-have it be the norm in our congregational cultures – hard core ministry

c.        Public Awareness: Y1-volunteer media professionals, target/pilot 3 congregations; Y5-have the norm be all congregations using publicity

3.        Program Development

a.        Young Adult/CampUUs – receive report from YATF: Y1-web site development, ½ professional, YA staffing, district YA network;  Y2-3/4 professional; Y3-FTE; Y5-40 congregation-based programs; Y5-appealing worship, governance, social, etc.

b.       LSRE professionals – Y1-startup workshop and training for all new DREs; Y5-every congregation to have a fairly compensated ½-time DRE

c.        DYSC – urge nominating committee to consider youth for board: Y5-50 YES congregations, youth program consultant

d.       JTW – Y1-board members and staff to attend paid trainings, use anti-racist/anti-oppression lens in all activities, programs, and personnel decisions; Y5-well on road to becoming anti-racist

e.        LGBT – Y1-assign staff person, invite committee to board meeting; Y5-all congregations to be “welcoming”

f.         Accessibility for disabled – Y1-start certifications in JPD directory

g.       Elderly – Y1-put on radar screen, increase visibility; Y5-have program in place

h.       Conference(s) – annual spring: Y1 continue search for hotel/conference center venue; Y5-1,000 attendees with waiting list, banner parade, it will be well-organized to offer community, information, workshops, inspiring worship, at an affordable cost to participants in a fully accessible location