2006-2007 Organization Planning Retreat

1. “The aims and purposes of the Parish are to keep, practice and proclaim the Orthodox Christian Faith pure and undefiled” 2006-2007OrganizationPlanning Retreat Strategic Planning Committee: Rev. Fr. Anastasios Bourantas, Presbyter Michael Pahides Pete Tahopoulos Luthar Budike, Jr President: Nick Voutsakis September 9, 2006

2. Opening (15 min) • Update on Goals (20 min) • Survey • Review of Accomplishments (10 Min) • Discussion of Gaps (10 Min) • New Goals for the Church (5 Min) • Action Items from Last Meeting (10 Min) • Review of Organization Goals (20 Min) • Master Calendar Update (20 Min) Agenda September 9, 2006

3. Purpose and Mission of the Church To keep and proclaim, pure and undefiled, the Orthodox Christian Faith and Tradition in conformity with the doctrine, canons, worship, discipline and customs of the Church. September 9, 2006

4. “Oh come, let us worship and bow down; Let us kneel before the Lord our Maker. For He is our God, and we are the people of His pasture, and the sheep of His hand” (Psalm 95:6-7) Core Values “For even the Son of Man did not come to be served, but to serve . . .” (Mark 10:45) “Behold how good and pleasing it is when brothers dwell in unity.” (Psalm 133) “For you will be His witness to all men of what you have seen and heard.” (Acts 22:15) September 9, 2006

5. Vision for St. George Parish Create a community that promotes spiritual (Litourgia) and cultural growth (Koinonia) and education Provide community activities to strengthen fellowship of parishioners of all ages (Martyria) Outreach and ministry to the local, national, and worldwide community (Diakonia) September 9, 2006

6. Why? Response to Growth Ongoing Need for Planning Increased Coordination Alignment of Goals Provide for the Future September 9, 2006

7. Leadership Development • Knowledge of our Faith • Group Dynamics • Inclusiveness • Mentoring • Transition/Succession Planning September 9, 2006

8. Knowledge Management Knowledge management – sharing knowledge makes us more effective organization • Develop and Formalize Procedures • (i.e. established Standard Operating Procedures) • Documentation • Communications (Web Site, email, weekly bulletin, monthly newsletter) • Info Capture • Demographics, email, and etc • Parishioners interests and talents September 9, 2006

9. Financial • Annual Budget • Stewardship: Goal = Operating Budget for Church • Critical Priority • Multi-year effort educational effort • Automation for Collections and Payments • Fundraising Programs - currently used for Operating Budget: Goals = funds for Capital Expenditures and quality events • Create Fundraising and Development Plan September 9, 2006

10. Planning Objectives Meet with leadership of each affiliated group and community at large Gather input and determine their priorities Conduct Survey Maintain open communications Develop Short (1-2 years) and Long (3-5+) Term Goals Meet with affiliated groups annually Submit Plan/Activities with Calendar dates Submit Leadership (including Board Member listing) September 9, 2006

11. Annual PlanningProcess Workshop/Retreat w/community leadership (SEPTEMBER) Budget Approval (OCTOBER) Budget Submission Date Deadline = October 1 Stewardship (NOVEMBER) Pre-Planning & Mid-Year Review Improved Communication Process Master Calendar with group updates as coordinating mechanism Publish Leadership Directory September 9, 2006

12. Action Items from Mid Year Review • Submission of contact information for organization leadership and members with email/telephone submit to Church Secretary by date October 1, 2005) • Organizational specific content for publication on St. George Web Site (www.stgeorgemedia.org) submit to Church Secretary by November 1, 2005. • Mid-Year Review (Spring 2006) Assignments: • Review/Validate Current Calendar • Advanced scheduling for 2006-2007 Events • Short and Long Term Goals and Objectives • 2006-2007 Budget September 9, 2006

13. Goals from Mid Year Review Father’s Establish a “Young at Heart” Organization Assist in evolving the organizational skills of our Goyan Focus on Sunday School and other youth group improvements Parish Council Completing the Site Plan (Parking and Sewer Tie-In) Major Fund-raising effort for our expansion Continuing the organizational improvement in our church September 9, 2006

14. Additional Parish Council Goals Action Item Management Operational Facilities Committee Develop Functional Committee Structure Bylaws Compliant and Revisions Update Parish Software // Data Base Increase Custodian Support Levels Increase Festival Net Income September 9, 2006

15. Vision for St. George Parish Create a community that promotes spiritual (Litourgia) and cultural growth (Koinonia) and education Provide community activities to strengthen fellowship of parishioners of all ages (Martyria) Outreach and ministry to the local, national, and worldwide community (Diakonia) September 9, 2006

16. Review of Organizational Goals - Each organization will present and list their short term and long term goals to the leadership group September 9, 2006

17. Gaps // Concerns General Discussion - Let’s spend some time identifying problems // issues that your organization is currently facing and gaps within your group September 9, 2006

18. Issues Relatedto Planning • Competition for Attendance • Frequency • Competition for Volunteers • Volunteer Burn-out • Competition for Donations • Competition for Fund Raising • Raffle Tickets, Event Ticket Sales, Ad Books Sales • Competition with other outside Community Events • Lack of Coordination, Consideration, and Support September 9, 2006

19. Recommended Guidelines for Event Planning • Events is in alignment with Strategic Planning and Church Goals and Events for the year • Event should clearly stated Goals and Objectives • Financial, Fellowship and/or Cultural • Event Planners need to mindful of the competition for resources (time, talent, $$$$) • Advanced Event Scheduling • Events should be: inclusive (recruit new volunteers), and provide appropriate mentoring • Consider Youth in all Event Planning • Include outside communities in our events • Organizations need mobilize volunteers for Major Church Events • Parish Council and Father resolves schedule conflicts September 9, 2006

20. Update Master Calendar • Identify and Record Major CHURCH Fundraisers/Events • By Month, By Organization Record both firm and tentative Event dates. • Review and resolve conflicts • Conflicts not resolved will be handles Offline with Father and PC President • Master Calendar maintained electronically and published on the web site. September 9, 2006