When pastors receive a new appointment, they have 90 days to prove themselves, gain credibility and start to establish positive momentum. That's according to organizational research by Michael Watkins, outlined in his book "The First 90 Days." Watkins says that a leader's success or failure is largely determined in the first few months of their tenure. This is part one of a two-part series on how to get off to a quick start at your new appointment.
The quality of the transition will either set the stage for success or sow the seeds of trouble and potential failure. Transitions are also periods of acute vulnerability, because new pastors lack established working relationships and a detailed understanding of the issues facing the church. Opinions of your effectiveness begin to form quickly. Once formed, they are surprisingly hard to change.
The key to success is not to jump immediately into the day-to-day grind of the church, but to stop, observe and learn about the new congregation in order to build a plan to create quick wins and positive momentum for change.
Break from the past (the date of the introduction until the first day at the new appointment)
Leaders need to prepare themselves prior to the transition. Your transition starts the day the introduction is made. This may be months before the transition date or just weeks. Establish a clear transition. Take the time to assess your own strengths and vulnerabilities by scheduling an "exit interview" with people whom you trust.
Also, take the time to set the stage for your successor. Talk positively about the change and encourage church leaders to follow your example. This can dispel the fear, uncertainty and doubt individuals may have about the transition and set up your successor for success.
Accelerate the learning (The First 30 Days)
In your first 30 days, focus on taking a structured learning approach to understand the specific opportunities and challenges of the congregation and the personalities and abilities of the people you have come to serve. Learn about the culture, politics, financial situation, condition of the building and many other factors inside the church, as well as the community it serves.
Here are some suggestions to get you started even before your first day:
Learn about the community
To get a free demographic report for the community, send an email request to the Local Church Services team at United Methodist Communications. Start listening to your community's digital conversation and spend time with people outside the four walls of the church. Skip church one Sunday and go where the people who are not in church on Sunday morning go — whether it is the local diner or the soccer fields. Observe and learn.
"Google" your church
Search your church's name and city. Read the results. What is the digital appearance of your church? What is the impression it makes? Outdated? Non-existent? Internally focused? Connected to the community? Repeat on Twitter, Facebook, Flickr, Instagram, Pinterest and other social media sites.
Conduct "cottage meetings"
Set up meetings with small groups from the congregation in people's homes. Try to keep the groups in between 12 and 16 people to facilitate conversation. Have everyone introduce themselves and then ask four questions:
- What do we as a church do well?
- What is the greatest challenge/opportunity facing this church in the next 12-24 months?
- If you had a magic wand that could perform mid-sized miracles, what miracle would you perform for our church?
- How has this church, specifically, helped you grow spiritually?
Discuss the findings with church leaders, develop a summary and share it with the congregation on a Sunday morning.
Gather data via surveys
Surveys provide a structured method to gather the attitudes and views on "hot button" issues and ensure everyone's opinion is heard. Surveys, better than hearing individual opinions and generalized statements, help provide unbiased data to inform the discussions of your church leadership team.
Gather all of your communication materials
Gather every bulletin, brochure and communication tool the church uses. Take pictures of the outside of the building and the church sign. Print out pages from the website, Facebook page or any other place the church exists online. Place all of the elements on a single wall or table and then look at them as a whole. What message or feeling do they convey about the church? Does it all look like it comes from the same church?
Assess the church's financial health
Take the time to dig into the financials and determine the church's fiscal health. Diagnose the giving trends of the church and even ask for an outside audit to ensure the financial records are in order. Assess the financial condition of the church and where resources are being spent.
Understand the buildings
Inspect the facilities and find out when items like the heating system, roof, parking lot, lighting, technology and others were last replaced. Ask if there is a long range plan for the trustees for building maintenance. Look for opportunities to save money with energy efficient measures.
Assess the church's existing programs
Churches rarely take the time to assess their existing programs and determine which ones are no longer effective. Assess the programs of the church and their effectiveness. This needs to be done with sensitivity and care as this can evoke some strong emotions. Hold off on making drastic changes except where there is broad agreeement to prune programs to free up resources for new priorities. Gathering the data is the key priority.
Take the time to understand thoroughly the situation and encourage the entire leadership to participate in this learning process. Meet weekly to share what everyone has learned and discuss your findings. Set up a room at the church to post all of the findings on the walls so people can see across different functional areas and can start to see the "big picture" of what is going on.
The key outcome of the first 30 days = A clear picture of the real situation
The key output from the first 30 days needs to be a summary of the current situation of the church and identifying the key priorities for the church for the short-, mid- and long-term. Many churches operate under a set of assumptions and viewpoints which may not reflect reality. By embracing the current reality of the church and the community it serves, it is possible to move forward.
Learn how to align the organization and deliver quick wins in the next 60 days by reading "A guide to pastoral transitions, Part 2: Day 31 and beyond."
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