03/12/14 How to Develop a Relevant & Strategic Stewardship Roadmap March 8, 2014 Nathan Dungan ShareSaveSpend.com GOALS How do you create and nurture a culture of abundance? QUESTIONS TO CONTEMPLATE •  Make the case: why it’s helpful to craft a multi-generational stewardship strategy for your congregation •  Where do youth and adults go to learn •  Inspire and motivate: new ways to convene conversations about money, values and faith journey •  What is your congregation doing to Comfort Zone LZ CZ X X X X X X X X healthy money habits? engage, educate & equip them around money and the role it plays in their lives? Collective Knowledge LZ All the knowledge 1 03/12/14 Collective Knowledge Collective Knowledge Everything Know you know KDK Everything Know you know Collective Knowledge Learning Community Everything Know you know KDK DKDK OUR MONEY NARRATIVE Collection of: Experiences People Stories Values Goals Actions 2 03/12/14 MONEY TALK What’s working and what’s missing in your efforts to engage, educate and equip youth and adults? SHARE SAVE SPEND Share = needs of others; gratitude Save = patience & discipline Spend = needs vs. wants COMMUNICATING ABOUT $ Silence Sane Middle Loud Voices -----------------------------------------------------------" MONEY TALK When you consider your congregation, where are they on the “talk about money” continuum? TIME FOR REFLECTION HOPE WITHOUT A PLAN IS DENIAL •  How do you create and nurture a culture of abundance? •  As you contemplate your money, values and faith journey, what gives you hope? 3 03/12/14 THE PROCESS E3 METHODOLOGY Engage Educate Equip Simple Interactive Actionable Current & Future Generations ROADMAP TO ENGAGE, EDUCATE & EQUIP YOUTH & ADULTS ROADMAP TO ENGAGE YOUTH & ADULTS •  Take a “pulse read” on past/current efforts •  Articulate ideal scenario outcomes Reflecting on past/current activities, what’s working & what’s •  Take a “pulse read” on past/current efforts missing in how you educate and equip them for their money, values and faith journey? •  Draft a strategy roadmap: simple goals, •  Articulate ideal scenario outcomes actions steps & measurable outcomes Fast-forward 5 years. Describe the ideal scenario for stewardship engagement of youth and adults (congregation/community). What does that picture look like? STEWARDSHIP STRATEGY ROADMAP “WE WILL…” SWOT ANALYSIS Strengths •  •  •  Church leadership supports project & will commit resources Project included in 2013 strategic plan Lay-leader energy around the topic Weaknesses •  •  •  People don’t feel prepared to facilitate learning sessions Past workshop attendance wasn’t good Families are too busy 4 03/12/14 SWOT ANALYSIS Opportunities •  •  •  Help youth and adults link money choices - short and long term – to values & faith journey Increase capacity for generosity Offer referrals for members struggling with money issues (LSS of MN) Threats •  •  •  Viewed by some as stewardship ploy; quid-pro-quo Hyper-consumer culture Sustainability: Not becoming 'flavor-of-the-month' ROADMAP TO ENGAGE YOUTH & ADULTS •  Articulate ideal scenario outcomes •  Take a “pulse read” on past/current efforts •  Draft a strategy roadmap: simple goals, actions steps & measurable outcomes •  Curate actionable experiments ACTIONABLE EXPERIMENTS RESOURCES FOR THE JOURNEY •  Convene Gen X/Y discussion groups (Policy and a Pint); •  Integrate Money Sanity Solutions (peer led) into faith formation experiences; •  Create a financial coaching program; •  Launch Giving Circles (Gen X, Millennials and/or youth) w/ start-up resources from congregation; •  Offer to be a CSA drop-site; host a farmers market in your parking lot; •  Feature organizations advocating for change: LWR, LSS; Campaign for a Commercial Free Childhood (commercialfreechildhood.org) IT WORKS! Two significant findings from our research study* with Dr. Timothy Kasser: 1.  Learning interventions matter…a lot! 2.  Youth who rec’d interventions  significant increase in self-esteem; significant decrease in materialism. * As published in the journal Motivation and Emotion 5 03/12/14 Coming this spring Money Sanity U™ ACTIONABLE EXPERIMENTS CASE STUDY •  Convened leadership working group: what’s working; what’s missing? •  Launched their first experiment: multi-gen learning series on Sunday AM, during faith formation hour •  Wrote skits for each learning session; kids read adult roles; adults read kid roles •  Senior pastor & lay leaders are HUGE advocates •  Experiment #2 will launch this fall TABLE TALK •  •  What groups currently exist in your congregation and/or community that would benefit from an interactive learning experience? Which leaders do you need on board to ensure it will happen? 72 Hour Challenge What 1 or 2 actions will you take as a result of today’s learning session? 6 03/12/14 The choices we make with our money can change the world 7