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1 Appendix 1 Towers Watson Report UMC Call to Action Vital Congregations Research Project Findings Report for Steering Team CALL TO ACTION, page 45 of 248

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1

Appendix 1

Towers Watson Report UMC Call to Action Vital Congregations Research Project Findings Report for Steering Team

CALL TO ACTION, page 45 of 248

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10 T

ower

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hts

rese

rved

.

UM

C C

all t

o A

ctio

n:Vi

tal C

ongr

egat

ions

Res

earc

h Pr

ojec

tFi

ndin

gs R

epor

t for

Ste

erin

g Te

am

June

28,

201

0

Dav

id d

e W

ette

rIle

ne G

ochm

an, P

h.D

.R

ich

Luss

Ric

k Sh

erw

ood

CALL TO ACTION, page 46 of 248

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10 T

ower

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rese

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. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Exec

utiv

e Su

mm

ary

Tow

ers

Wat

son

cond

ucte

d co

mpr

ehen

sive

, rob

ust r

esea

rch

(usi

ng p

rove

n da

ta

colle

ctio

n an

d an

alys

is te

chni

ques

) on

data

from

var

ious

sou

rces

and

type

s of

su

rvey

s ac

ross

Nor

th A

mer

ica

Res

pons

e ra

te to

the

surv

eys

was

goo

d, w

hich

ens

ures

the

findi

ngs

are

relia

ble

at a

95

% le

vel o

f con

fiden

ce

Tow

ers

Wat

son

calc

ulat

ed a

vita

lity

inde

x fo

r eac

h ch

urch

bas

ed o

n in

dica

tors

of

vita

lity

iden

tifie

d by

the

Ste

erin

g C

omm

ittee

Cal

cula

tion

was

don

e fo

r chu

rche

s w

here

dat

a w

ere

avai

labl

e (n

=32,

228)

Als

o ca

lcul

ated

thre

e su

b-fa

ctor

s of

vita

lity

–at

tend

ance

, gro

wth

and

eng

agem

ent

Bas

ed o

n vi

talit

y in

dex,

Tow

ers

Wat

son

foun

d th

at a

ll ki

nds

of U

MC

chu

rche

s ar

e vi

tal –

smal

l, la

rge,

acr

oss

diffe

rent

geo

grap

hies

, and

chu

rch

setti

ng (e

.g.,

urba

n, ru

ral)

Tow

ers

Wat

son

cond

ucte

d re

gres

sion

ana

lyse

s to

iden

tify

driv

ers

of th

e vi

talit

y in

dex

and

four

key

driv

ers

of v

italit

y st

and

out –

crys

tal c

lear

find

ings

that

are

ac

tiona

ble

The

four

key

driv

ers

of v

italit

y ar

e fa

irly

cons

iste

nt a

cros

s di

ffere

nt ty

pes

of

chur

ches

CALL TO ACTION, page 47 of 248

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10 T

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prie

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and

Con

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tial.

For T

ower

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wer

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atso

n cl

ient

use

onl

y.

Past

or• E

xcel

lenc

e in

key

attri

bute

s

•App

oint

men

t len

gth

Wor

ship

Ser

vice

• Mix

of t

radi

tiona

lan

d co

ntem

pora

ry•S

peci

fic a

spec

ts

Smal

l Gro

ups

& P

rogr

ams

• Num

ber o

f Gro

ups

•Chi

ldre

n &

You

thP

rogr

ams

Lay

Lead

ersh

ip• E

ffect

iven

ess

•Spe

cific

pro

gram

s an

d in

volv

emen

t

Four

key

are

as a

re th

e dr

iver

s of

vita

lity

Indi

cato

rs

of V

italit

y

Not

e:Sm

all g

roup

s in

clud

e st

udy,

fello

wsh

ip, a

nd s

ervi

ce.

Prog

ram

s in

clud

e cl

asse

s an

d ot

her a

ctiv

ities

CALL TO ACTION, page 48 of 248

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10 T

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atso

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and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Driv

ing

diffe

rent

fact

ors

of v

italit

yD

river

Ove

rall

Vita

lity

Atte

ndan

ce

Fact

orG

row

th

Fact

orEn

gage

men

t Fa

ctor

Smal

l Gro

ups

Lay

Lead

ersh

ip

Mix

of T

radi

tiona

l and

Con

tem

pora

ry s

ervi

ce

Usi

ng m

ore

topi

cal p

reac

hing

in T

radi

tiona

l ser

vice

Usi

ng m

ore

cont

empo

rary

mus

ic in

Con

tem

pora

ry s

ervi

ce

Usi

ng m

ore

mul

ti-m

edia

in C

onte

mpo

rary

ser

vice

Pas

tor

Focu

sing

on

deve

lopi

ng, c

oach

ing

and

men

torin

g to

ena

ble

laity

lead

ersh

ip to

impr

ove

perfo

rman

ceIn

fluen

cing

the

actio

ns a

nd b

ehav

iors

of o

ther

s to

ac

com

plis

h ch

ange

s in

the

loca

l chu

rch

Prop

ellin

g th

e lo

cal c

hurc

h to

set

and

ach

ieve

sig

nific

ant

goal

s th

roug

h ef

fect

ive

lead

ersh

ip

Insp

iring

the

cong

rega

tion

thro

ugh

prea

chin

g

Leng

th o

f app

oint

men

t

Num

ber o

f sm

all g

roup

s

Num

ber o

f pro

gram

s fo

r chi

ldre

n

Num

ber o

f pro

gram

s fo

r you

th

Effe

ctiv

enes

s of

lay

lead

ersh

ip

Lay

lead

ersh

ip d

emon

stra

ting

vita

l per

sona

l fai

th

Rot

atin

g la

y le

ader

ship

% o

f atte

ndee

s se

rvin

g as

lead

ers

in p

ast 5

yea

rs

Wor

ship

Ser

vice

Den

otes

the

driv

er h

as a

pos

itive

impa

ct o

n th

e fa

ctor

of v

italit

y

CALL TO ACTION, page 49 of 248

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Proj

ect M

etho

dolo

gy

CALL TO ACTION, page 50 of 248

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Esta

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Dev

elop

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othe

ses

Dev

elop

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othe

ses

Gat

her D

ata

and

Test

Hyp

othe

ses

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ata

and

Test

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othe

ses

Fina

lize

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ings

Fina

lize

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ings

Febr

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Febr

uary

-M

arch

Mar

ch -

May

May

-Ju

ne

Laun

ch th

e pr

oces

s (p

roje

ct te

am a

nd s

teer

ing

team

)

Iden

tify

key

stak

ehol

ders

Dev

elop

com

mun

icat

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plan

and

mes

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tify

key

perfo

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ess

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s

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ect i

nter

view

ees

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elop

inte

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w g

uide

an

d co

nduc

t int

ervi

ews

Iden

tify

chur

ches

for

obse

rvat

ion

Dev

elop

obs

erva

tion

guid

e an

d co

nduc

t vis

its

Dev

elop

hyp

othe

ses

base

d on

find

ings

Rev

iew

hyp

othe

ses

with

st

eerin

g te

am

Eva

luat

e qu

ality

and

av

aila

bilit

y of

dat

a

Gat

her e

xist

ing

data

Col

lect

add

ition

al d

ata

Anal

yze

data

Dev

elop

mod

el to

pre

dict

ch

urch

per

form

ance

ou

tcom

es

Dra

ft re

sear

ch fi

ndin

gs

base

d on

mod

el

Mee

t with

pro

ject

team

to

refin

e re

sear

ch fi

ndin

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•Te

st re

sear

ch fi

ndin

gs w

ith

stee

ring

team

•D

eliv

er fi

nal r

esea

rch

repo

rt

Gui

ding

Prin

cipl

es:I

nclu

sive

, Pra

ctic

al, F

act-b

ased

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ght a

nd D

ecis

ions

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cipl

es:I

nclu

sive

, Pra

ctic

al, F

act-b

ased

Insi

ght a

nd D

ecis

ions

CALL TO ACTION, page 51 of 248

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onl

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earc

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odel

Driv

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l C

hurc

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cato

rs o

f C

hurc

h Vi

talit

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rgan

izat

iona

l Fa

ctor

s

Wha

t are

the

fact

ors

that

in

dire

ctly

influ

ence

the

desi

red

stat

e?

Wha

t are

the

fact

ors

that

dire

ctly

impa

ct th

e de

sire

d st

ate?

Wha

t ind

icat

es th

at th

e de

sire

d st

ate

has

been

ac

hiev

ed?

W

hat i

s th

ede

sire

d st

ate?

Res

earc

h fo

cuse

d on

id

entif

ying

the

key

driv

ers

of th

e In

dica

tors

of

Chu

rch

Vita

lity

CALL TO ACTION, page 52 of 248

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10 T

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prie

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tial.

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atso

n cl

ient

use

onl

y.

8

Res

earc

h m

odel

(con

tinue

d)

Driv

ers

Vita

l C

hurc

hes

Indi

cato

rs o

f C

hurc

h Vi

talit

yO

rgan

izat

iona

l Fa

ctor

s

Iden

tify

List

of I

ndic

ator

s•

Serie

s of

mee

tings

and

di

scus

sion

s w

ith th

e S

teer

ing

Team

Cal

cula

te V

italit

y In

dex

•D

ata

prov

ided

by

GC

F&A

•TW

cal

cula

ted

Vita

lity

Inde

x fo

r eac

h N

orth

Am

eric

an U

M

chur

ch

Dev

elop

Hyp

othe

ses

•26

inte

rvie

ws

with

st

akeh

olde

rs a

cros

s U

MC

•G

roup

mee

tings

•Ap

poin

tmen

t pro

cess

Test

Hyp

othe

ses

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ve s

urve

ys ta

rget

ed a

t di

ffere

nt s

take

hold

er g

roup

s to

col

lect

dat

a on

the

hypo

thes

es

Res

earc

h M

etho

dolo

gy

CALL TO ACTION, page 53 of 248

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fiden

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n an

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s W

atso

n cl

ient

use

onl

y.

Test

ing

hypo

thes

es

Surv

eyTy

pe a

nd N

umbe

r of Q

uest

ions

Bis

hop

Sur

vey

9 qu

estio

ns m

easu

ring

pote

ntia

l driv

ers

such

as:

App

oint

men

t pro

cess

Con

fere

nce

prog

ram

s fo

cuse

d on

vita

lity

Dis

trict

S

uper

inte

nden

t S

urve

y

5 qu

estio

ns m

easu

ring

pote

ntia

l driv

ers

such

as:

Tim

e al

loca

tion

Man

agin

g pe

rform

ance

of P

asto

rs14

que

stio

ns m

easu

ring

a sa

mpl

e of

thei

r Pas

tors

on

aspe

cts

of

lead

ersh

ip

Pas

tor S

urve

y

22 q

uest

ions

mea

surin

g po

tent

ial d

river

s su

ch a

s:P

erso

nal d

emog

raph

ics

(age

, len

gth

in c

urre

nt a

ppoi

ntm

ent,

etc.

)La

ity le

ader

ship

9 qu

estio

ns m

easu

ring

aspe

cts

of d

iffer

ent t

ypes

of w

orsh

ip

serv

ices

Chu

rch

Sur

vey

54 q

uest

ions

mea

surin

g po

tent

ial d

river

s su

ch a

s:C

hurc

h pr

ogra

ms

offe

red

and

atte

ndan

ce in

thos

e pr

ogra

ms

Laity

lead

ersh

ipC

ongr

egat

ion

Wor

ship

SP

RC

Sur

vey

15 q

uest

ions

mea

surin

g th

eir P

asto

r on

aspe

cts

of le

ader

ship

CALL TO ACTION, page 54 of 248

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ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Test

ing

hypo

thes

es (c

ontin

ued)

Surv

eyW

ho W

as A

sked

to T

ake

the

Surv

ey?

Bis

hop

Sur

vey

All

Bis

hops

–N

orth

Am

eric

a

Dis

trict

S

uper

inte

nden

t S

urve

yA

ll D

istri

ct S

uper

inte

nden

ts –

Nor

th A

mer

ica

Pas

tor S

urve

y

Chu

rch

Sur

vey

SP

RC

Sur

vey

Sam

ple

of P

asto

rs/C

hurc

hes

–N

orth

Am

eric

a

CALL TO ACTION, page 55 of 248

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ower

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n an

d To

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atso

n cl

ient

use

onl

y.

Surv

ey a

dmin

istr

atio

n

Em

ail i

nvita

tions

wer

e se

nt o

n M

ay 1

1, 2

010

Bis

hop

invi

tatio

n ca

me

from

the

Cou

ncil

of B

isho

ps o

ffice

Dis

trict

Sup

erin

tend

ent,

Pas

tor,

Chu

rch,

SP

RC

invi

tatio

ns c

ame

dire

ctly

from

To

wer

s W

atso

n

Rem

inde

r em

ails

wer

e se

nt to

boo

st p

artic

ipat

ion

Sur

vey

was

ope

n fo

r tw

o an

d a

half

wee

ks to

ens

ure

that

eve

ryon

eha

d th

e op

portu

nity

to p

artic

ipat

e

Goo

d re

spon

se ra

te a

cros

s fo

ur o

f the

five

sur

veys

CALL TO ACTION, page 56 of 248

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10 T

ower

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atso

n. A

ll rig

hts

rese

rved

. Pro

prie

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and

Con

fiden

tial.

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ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Surv

ey re

spon

se ra

tes

Surv

ey

(All

Nor

th A

mer

ica)

# In

vite

d#

Res

pond

ing

Res

pons

e R

ate

Bis

hop

Sur

vey

6233

53%

Dis

trict

Sup

erin

tend

ent S

urve

y45

816

436

%

Pas

tor S

urve

y17

,943

3,39

219

%

Chu

rch

Sur

vey

17,9

432,

208

12%

SP

RC

Sur

vey

3,50

654

2%

CALL TO ACTION, page 57 of 248

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.

Surv

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epre

sent

ativ

enes

s

CALL TO ACTION, page 58 of 248

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ower

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atso

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. Pro

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and

Con

fiden

tial.

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ower

s W

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wer

s W

atso

n cl

ient

use

onl

y.

Test

ing

for r

epre

sent

ativ

enes

s

Surv

ey

(All

Nor

th A

mer

ica)

Res

pons

e R

ate

Com

men

t

Bis

hop

Sur

vey

53%

TW ti

ed P

asto

r and

Chu

rch

data

to

conf

eren

ces

whe

re th

e B

isho

p re

spon

ded

Dis

trict

Sup

erin

tend

ent

Sur

vey

36%

Base

d on

TW

ana

lyse

s, th

e re

spon

dent

s to

th

is s

urve

y ar

e re

pres

enta

tive

of th

e po

pula

tion

Pas

tor S

urve

y19

%Ba

sed

on T

W a

naly

ses,

the

resp

onde

nts

to

this

sur

vey

are

repr

esen

tativ

e of

the

popu

latio

n

Chu

rch

Sur

vey

12%

Base

d on

TW

ana

lyse

s, th

e re

spon

dent

s to

th

is s

urve

y ar

e re

pres

enta

tive

of th

e po

pula

tion

SP

RC

Sur

vey

2%R

espo

nse

rate

was

too

low

to u

se th

ese

surv

ey re

spon

ses

in o

ur a

naly

ses

CALL TO ACTION, page 59 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Why

thes

e fin

ding

s ca

n be

trus

ted

In a

rese

arch

stu

dy li

ke th

is, w

e lo

ok a

t tw

o fa

ctor

sR

epre

sent

ativ

e –

do th

e fin

ding

s ap

ply

acro

ss a

ll of

the

popu

latio

n? Y

ESR

elia

bilit

y –

wou

ld th

e fin

ding

s be

repl

icat

ed if

we

did

the

stud

y ag

ain?

YES

Rep

rese

ntat

ive

(Nor

th A

mer

ica)

Eac

h of

the

conf

eren

ces

are

repr

esen

ted

Chu

rche

s of

all

size

s ar

e re

pres

ente

dC

hurc

hes

of a

ll le

vels

of v

italit

y ar

e re

pres

ente

dC

hurc

hes

from

eth

nic

min

oriti

es (A

sian

, Bla

ck,

His

pani

c) a

re re

pres

ente

d

Rel

iabi

lity

Bas

ed o

n th

e nu

mbe

r of r

espo

nses

, we

can

be 9

5%

conf

iden

ce in

the

resu

lts w

ith a

mar

gin

of e

rror

of +

/-2

perc

enta

ge p

oint

s

The

findi

ngs

appl

y ac

ross

the

who

le N

orth

Am

eric

an U

MC

pop

ulat

ion

and

wou

ld b

e re

plic

ated

if th

e st

udy

wer

e do

ne a

gain

.

CALL TO ACTION, page 60 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Ana

lysi

s: V

italit

y in

dex

Tota

l chu

rch

popu

latio

n vs

. sam

ple

vs. r

espo

nden

ts

15% 49

%

36%Con

clus

ion:

Res

pond

ent p

opul

atio

n is

repr

esen

tativ

e of

bot

h S

ampl

e an

d To

tal

Pop

ulat

ion

for N

orth

Am

eric

aC

oncl

usio

n: R

espo

nden

t pop

ulat

ion

is re

pres

enta

tive

of b

oth

Sam

ple

and

Tota

lP

opul

atio

n fo

r Nor

th A

mer

ica

Tota

l Chu

rch

Popu

latio

nSa

mpl

e C

hurc

h Po

pula

tion 18

%

50%

32%

19%

52%

29%

Res

pond

ent

Popu

latio

n

Med

ium

Vita

lity

Low

Vita

lity

Hig

h Vi

talit

y

CALL TO ACTION, page 61 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

.

Dat

a A

naly

sis

CALL TO ACTION, page 62 of 248

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©20

10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Indi

cato

rs o

f vita

lity

base

d on

Ste

erin

g Te

am in

put

1.A

vera

ge w

orsh

ip a

ttend

ance

as

perc

enta

ge o

f mem

bers

hip

1.a.

Sin

gle

poin

t and

ove

r fiv

e ye

ars

1.b.

Incr

ease

or d

ecre

ase

over

five

yea

rs

2.To

tal m

embe

rshi

p 2.

a. S

ingl

e po

int a

nd o

ver f

ive

year

s

2.b.

Incr

ease

or d

ecre

ase

over

five

yea

rs

3.N

umbe

r of c

hild

ren,

you

th, a

nd y

oung

adu

lts a

ttend

ing

as a

per

cent

age

of m

embe

rshi

p3.

a. S

ingl

e po

int a

nd o

ver f

ive

year

s

3.b.

Incr

ease

or d

ecre

ase

over

five

yea

rs

4.N

umbe

r of p

rofe

ssio

ns o

f fai

th a

s pe

rcen

tage

of (

a) a

ttend

ance

and

(b) m

embe

rshi

p 4.

a.S

ingl

e po

int a

nd o

ver f

ive

year

s

4.b.

Incr

ease

or d

ecre

ase

over

five

yea

rs

5.A

nnua

l giv

ing

per a

ttend

ee

5.a.

Sin

gle

poin

t and

ove

r thr

ee y

ears

5.b.

Incr

ease

or d

ecre

ase

over

thre

e ye

ars

6.Fi

nanc

ial b

enev

olen

ce b

eyon

d th

e lo

cal c

hurc

h as

a p

erce

ntag

e of

chur

ch b

udge

t6.

aSi

ngle

poi

nt a

nd o

ver f

ive

year

s

6.b.

Incr

ease

or d

ecre

ase

over

five

yea

rs

NO

TE:T

he in

dica

tors

of v

italit

y w

ere

chos

en a

s pr

oxie

s fo

r vi

talit

y by

the

stee

ring

team

as

the

indi

cato

rs n

eede

d to

be

mea

sura

ble

and

have

ava

ilabl

e da

ta

CALL TO ACTION, page 63 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Vita

lity

inde

x

Tow

ers

Wat

son

used

a s

tatis

tical

tech

niqu

e ca

lled

fact

or a

naly

sis

to

grou

p th

e In

dica

tors

of V

italit

y in

to th

ree

fact

ors

as s

how

n be

low

Fact

orIn

dica

tors

of V

italit

y

Atte

ndan

ceA

vera

ge w

orsh

ip a

ttend

ance

as

perc

enta

ge o

f mem

bers

hip

Num

ber o

f chi

ldre

n, y

outh

, and

you

ng a

dults

atte

ndin

g as

a p

erce

ntag

e of

m

embe

rshi

p

Gro

wth

Cha

nge

in a

vera

ge w

orsh

ip a

ttend

ance

as

perc

enta

ge o

f mem

bers

hip

over

fiv

e ye

ars

Cha

nge

in m

embe

rshi

p ov

er fi

ve y

ears

Cha

nge

in a

nnua

l giv

ing

per a

ttend

ee o

ver t

hree

yea

rsC

hang

e in

fina

ncia

l ben

evol

ence

bey

ond

the

loca

l chu

rch

as a

per

cent

age

of c

hurc

h bu

dget

ove

r fiv

e ye

ars

Enga

gem

ent

Pro

fess

ions

of f

aith

per

mem

ber

Ann

ual g

ivin

g pe

r atte

ndee

CALL TO ACTION, page 64 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

A s

core

was

cal

cula

ted

for e

ach

chur

ch in

Nor

th A

mer

ica

whe

re d

ata

wer

e av

aila

ble

(n=

32,2

28) f

or e

ach

of th

e th

ree

fact

ors

Chu

rche

s w

ere

segm

ente

d in

to th

ree

grou

ps b

ased

on

the

dist

ribut

ion

of th

eir s

core

s

Vita

lity

inde

x (c

ontin

ued)

Exam

ple

Gro

wth

Fac

tor S

core

Bot

tom

25%

Chu

rch

AC

hurc

h B

Mid

dle

50%

Chu

rch

CC

hurc

h D

Chu

rch

EC

hurc

h F

Top

25%

Chu

rch

GC

hurc

h H

Low

Hig

h

CALL TO ACTION, page 65 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Vita

lity

Inde

x (c

ontin

ued)

A n

umer

ic s

core

(eith

er 1

, 2, o

r 3) w

as a

ssig

ned

to e

ach

of th

e fa

ctor

s fo

r eac

h ch

urch

dep

endi

ng o

n w

heth

er th

ey w

ere

in th

e To

p, M

iddl

e, o

r B

otto

m s

egm

ent o

f the

dis

tribu

tion

Fact

orIn

dica

tors

of V

italit

yTo

p 25

%M

iddl

e 50

%B

otto

m

25%

Atte

ndan

ceA

vera

ge w

orsh

ip a

ttend

ance

as

perc

enta

ge o

f m

embe

rshi

pN

umbe

r of c

hild

ren,

you

th, a

nd y

oung

adu

lts a

ttend

ing

as

a pe

rcen

tage

of m

embe

rshi

p3

21

Gro

wth

Cha

nge

in a

vera

ge w

orsh

ip a

ttend

ance

as

perc

enta

ge o

f m

embe

rshi

p ov

er fi

ve y

ears

Cha

nge

in m

embe

rshi

p ov

er fi

ve y

ears

Cha

nge

in a

nnua

l giv

ing

per a

ttend

ee o

ver t

hree

yea

rsC

hang

e in

fina

ncia

l ben

evol

ence

bey

ond

the

loca

l chu

rch

as a

per

cent

age

of c

hurc

h bu

dget

ove

r fiv

e ye

ars

3 3

1

Enga

gem

ent

Pro

fess

ions

of f

aith

per

mem

ber

Ann

ual g

ivin

g pe

r atte

ndee

2 21

CALL TO ACTION, page 66 of 248

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ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Vita

lity

Inde

x (c

ontin

ued)

A s

ingl

e in

dex

was

cal

cula

ted

for e

ach

chur

ch b

y ad

ding

up

the

num

eric

sco

res

on e

ach

of th

e th

ree

fact

ors

Chu

rch

Atte

ndan

ceG

row

thE

ngag

emen

tV

italit

y In

dex

A3

33

9

B3

21

6

C2

22

6

D1

11

3

Exam

ple

CALL TO ACTION, page 67 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Vita

lity

Inde

x (c

ontin

ued)

To fa

cilit

ate

the

anal

ysis

, the

vita

lity

inde

x w

as c

olla

psed

into

thre

e ca

tego

ries:

Hig

h V

italit

y, M

ediu

m V

italit

y, a

nd L

ow V

italit

y

Vita

lity

Inde

xC

ateg

ory

% o

f Tot

al* U

MC

N

A C

hurc

hes

# of

UM

C N

A

Chu

rche

s9 8

Hig

h V

ital

15%

4,96

1

7 6M

ediu

m V

ital

49%

15,5

46

5 4 3Lo

w V

ital

36%

11,7

21

*Bas

ed o

n th

e 32

,228

chu

rche

s w

ith a

vaila

ble

data

on

the

Indi

cato

rs o

f Vita

lity

CALL TO ACTION, page 68 of 248

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ower

s W

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n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Whi

le la

rger

chu

rche

s ar

e m

ore

likel

y to

be

vita

l tha

n sm

alle

r chu

rche

s th

ere

are

man

y hi

gh v

ital c

hurc

hes

acro

ss a

ll ch

urch

siz

es

Vita

lity

inde

x by

chu

rch

size

18%

41%

29%

12%

Larg

e C

hurc

hes

(AW

A o

f 350

or m

ore)

Med

ium

Chu

rche

s (A

WA

from

100

to 3

49)

Sm

all c

hurc

hes

(AW

A fr

om 3

5 to

99)

Ver

y S

mal

l chu

rche

s (A

WA

less

than

35)

Per

cent

of T

otal

Vita

l Chu

rche

s by

Chu

rch

Siz

e

n=59

6

n=1,

424

n=2,

080

n=87

1

CALL TO ACTION, page 69 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Cal

cula

ting

the

key

driv

ers

of v

italit

y

Sta

tistic

al te

chni

que

used

to id

entif

y th

e im

pact

of v

aria

bles

on

a de

sire

d ou

tcom

eD

irect

ion

-Doe

s th

is v

aria

ble

have

a p

ositi

ve o

r neg

ativ

e im

pact

on

the

desi

red

outc

ome?

Mag

nitu

de–

How

muc

h im

pact

doe

s th

is v

aria

ble

have

on

the

desi

red

outc

ome?

Com

mon

ly u

sed

stat

istic

al te

chni

que

in c

onsu

mer

, em

ploy

ee a

nd

polit

ical

rese

arch

to h

elp

iden

tify

and

prio

ritiz

e ac

tions

that

will

hav

e th

e gr

eate

st im

pact

on

a de

sire

d ou

tcom

e

CALL TO ACTION, page 70 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Cal

cula

ting

the

key

driv

ers

of v

italit

y (c

ontin

ued)

Reg

ress

ion

anal

ysis

qua

ntifi

ed th

e re

latio

nshi

p be

twee

n th

e va

riabl

esin

ea

ch h

ypot

hese

s an

d th

e In

dica

tors

of V

italit

yS

ome

fact

ors

had

a po

sitiv

e im

pact

Som

e fa

ctor

s ha

d a

nega

tive

impa

ctS

ome

fact

ors

had

no s

igni

fican

t im

pact

Reg

ress

ions

sho

wed

als

o th

at th

e va

riabl

es in

eac

h hy

poth

esis

im

pact

ed th

e fa

ctor

s of

vita

lity

(Atte

ndan

ce, G

row

th, E

ngag

emen

t) in

di

ffere

nt w

ays

Thro

ugho

ut th

e fin

ding

s, w

e w

ill h

ighl

ight

whe

n th

e hy

poth

eses

had

an

impa

ct o

n th

e V

italit

y In

dex

and

whe

n th

e hy

poth

eses

had

an

impa

ct o

n sp

ecifi

c fa

ctor

s of

vita

lity

CALL TO ACTION, page 71 of 248

©20

10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

.

Find

ings

CALL TO ACTION, page 72 of 248

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10 T

ower

s W

atso

n. A

ll rig

hts

rese

rved

. Pro

prie

tary

and

Con

fiden

tial.

For T

ower

s W

atso

n an

d To

wer

s W

atso

n cl

ient

use

onl

y.

Four

key

are

as a

re th

e dr

iver

s of

vita

lity

Past

or•E

xcel

lenc

e in

key

attri

bute

s

•App

oint

men

t len

gth

Wor

ship

Ser

vice

•Mix

of t

radi

tiona

lan

d co

ntem

pora

ry•S

peci

fic a

spec

ts

Smal

l Gro

ups

& P

rogr

ams

•Num

ber o

f Gro

ups

•Chi

ldre

n &

Yout

hPr

ogra

ms

Lay

Lead

ersh

ip•E

ffect

iven

ess

•Spe

cific

pro

gram

s an

d in

volv

emen

t

Indi

cato

rs

of V

italit

y

Tow

ers

Wat

son

calc

ulat

ed a

vita

lity

inde

x fo

r eac

h ch

urch

(n=3

2,22

8) b

ased

on

indi

cato

rs o

f vita

lity

iden

tifie

d by

the

Ste

erin

g C

omm

ittee

Bas

ed o

n vi

talit

y in

dex,

Tow

ers

Wat

son

foun

d th

at a

ll ki

nds

of U

MC

chu

rche

s ar

e vi

tal –

smal

l, la

rge,

acr

oss

diffe

rent

ge

ogra

phie

s, a

nd c

hurc

h se

tting

(e.g

., ur

ban,

rura

l)

Tow

ers

Wat

son

cond

ucte

d re

gres

sion

an

alys

es to

iden

tify

driv

ers

of th

e vi

talit

y in

dex

and

four

key

driv

ers

of v

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out –

crys

tal c

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key

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pes

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ctiv

ities

CALL TO ACTION, page 73 of 248

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CALL TO ACTION, page 74 of 248

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CALL TO ACTION, page 75 of 248

31to

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incl

ude

clas

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and

othe

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iviti

es

CALL TO ACTION, page 76 of 248

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CALL TO ACTION, page 77 of 248

33to

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CALL TO ACTION, page 78 of 248

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CALL TO ACTION, page 79 of 248

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who

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CALL TO ACTION, page 80 of 248

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CALL TO ACTION, page 81 of 248

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CALL TO ACTION, page 82 of 248

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CALL TO ACTION, page 84 of 248

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CALL TO ACTION, page 85 of 248

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CALL TO ACTION, page 86 of 248

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CALL TO ACTION, page 88 of 248

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CALL TO ACTION, page 89 of 248

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roug

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each

ing

CALL TO ACTION, page 90 of 248

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Lead

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Chu

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Hig

h Vi

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hurc

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with

Lo

w V

italit

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ng, c

oach

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and

men

torin

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ena

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laity

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impr

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perfo

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ce70

%47

%

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e ac

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and

beh

avio

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to

acco

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ish

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in th

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hurc

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%53

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hurc

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si

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ip76

%51

%

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iring

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cong

rega

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thro

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prea

chin

g81

%65

%

Not

e:N

umbe

rs s

how

n re

pres

ent t

he %

of c

hurc

hes

that

are

hig

h vi

tal w

hen

the

past

or w

as ra

ted

effe

ctiv

e

CALL TO ACTION, page 91 of 248

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hav

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pact

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an o

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s

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CALL TO ACTION, page 92 of 248

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vide

nt a

fter t

hree

yea

rs

14%

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25%

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0%5%10%

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1 yr

(n=5

36)

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rs (n

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)

Percent of High Vital Churches

Leng

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rent

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NO

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atte

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CALL TO ACTION, page 93 of 248

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fact

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1 yr

2 yr

s3-

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Percent of High Vital Churches

CALL TO ACTION, page 94 of 248

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asto

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CALL TO ACTION, page 95 of 248

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radi

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pora

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peci

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rogr

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ersh

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iven

ess

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volv

emen

t

Four

key

are

as a

re th

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iver

s of

vita

lity

Indi

cato

rs

of V

italit

y

Not

e: S

mal

l gro

ups

= st

udy,

gro

up a

nd fe

llow

ship

CALL TO ACTION, page 96 of 248

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in T

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tem

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ng m

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ti-m

edia

in C

onte

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rary

ser

vice

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tor

Focu

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on

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lopi

ng, c

oach

ing

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men

torin

g to

ena

ble

laity

lead

ersh

ip to

impr

ove

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rman

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cing

the

actio

ns a

nd b

ehav

iors

of o

ther

s to

ac

com

plis

h ch

ange

s in

the

loca

l chu

rch

Prop

ellin

g th

e lo

cal c

hurc

h to

set

and

ach

ieve

sig

nific

ant

goal

s th

roug

h ef

fect

ive

lead

ersh

ip

Insp

iring

the

cong

rega

tion

thro

ugh

prea

chin

g

Leng

th o

f app

oint

men

t

Num

ber o

f sm

all g

roup

s

Num

ber o

f pro

gram

s fo

r chi

ldre

n

Num

ber o

f pro

gram

s fo

r you

th

Effe

ctiv

enes

s of

lay

lead

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ip

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lead

ersh

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emon

stra

ting

vita

l per

sona

l fai

th

Rot

atin

g la

y le

ader

ship

% o

f atte

ndee

s se

rvin

g as

lead

ers

in p

ast 5

yea

rs

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ship

Ser

vice

Den

otes

the

driv

er h

as a

pos

itive

impa

ct o

n th

e fa

ctor

of v

italit

yN

ote:

Smal

l gro

ups

incl

ude

stud

y, fe

llow

ship

, and

ser

vice

CALL TO ACTION, page 97 of 248

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ower

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onl

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ing

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in d

iffer

ent t

ypes

of c

hurc

hes

In a

dditi

on to

the

four

key

driv

ers

of th

e in

dica

tors

of v

italit

y, s

ome

nuan

ces

by

chur

ch s

ize

and

juris

dict

ion

incl

ude

Nua

nces

by

size

of c

hurc

h in

clud

e:—

For l

arge

chu

rche

s (A

WA

of 3

50 o

r mor

e), b

eing

repr

esen

tativ

e of

the

com

mun

ity a

roun

d th

em a

nd h

avin

g pa

stor

s w

ho s

pend

mor

e tim

e on

pre

achi

ng, p

lann

ing

and

lead

ing

wor

ship

ha

s a

stro

ng re

latio

nshi

p w

ith v

italit

y

Nua

nces

by

juris

dict

ion

incl

ude:

—In

the

Sou

th C

entra

l and

Sou

th E

aste

rn ju

risdi

ctio

ns, t

he le

ngth

of te

nure

of t

he c

lerg

y as

pa

stor

s ha

s a

stro

ng re

latio

nshi

p w

ith v

italit

y

—In

the

Nor

th E

aste

rn ju

risdi

ctio

n, p

asto

rs s

pend

ing

mor

e tim

e on

pers

onal

dev

otio

n an

d w

orsh

ip h

as a

stro

ng re

latio

nshi

p w

ith v

italit

y

—In

the

Wes

tern

juris

dict

ion,

chu

rche

s th

at a

re re

pres

enta

tive

ofth

e co

mm

unity

aro

und

them

an

d ha

ve a

pas

tor t

hat l

eads

in th

e co

ntex

t of t

he c

omm

unity

hav

e a

high

er a

ssoc

iatio

n w

ith

vita

lity

No

varia

tions

by

pred

omin

ant e

thni

city

The

four

key

driv

ers

of th

e in

dica

tors

of v

italit

y (s

mal

l gro

ups,

lay

lead

ersh

ip, w

orsh

ip s

ervi

ce, a

nd th

e pa

stor

) are

con

sist

ent r

egar

dles

s ch

urch

siz

e, p

redo

min

ant e

thni

city

, and

juris

dict

ion

The

four

key

driv

ers

of th

e in

dica

tors

of v

italit

y (s

mal

l gro

ups,

lay

lead

ersh

ip, w

orsh

ip s

ervi

ce, a

nd th

e pa

stor

) are

con

sist

ent r

egar

dles

s ch

urch

siz

e, p

redo

min

ant e

thni

city

, and

juris

dict

ion

CALL TO ACTION, page 98 of 248

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ower

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atso

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rved

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and

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ower

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atso

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n cl

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use

onl

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or• E

xcel

lenc

e in

key

attri

bute

s

•App

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men

t len

gth

Wor

ship

Ser

vice

• Mix

of t

radi

tiona

lan

d co

ntem

pora

ry•S

peci

fic a

spec

ts

Smal

l Gro

ups

& P

rogr

ams

• Num

ber o

f Gro

ups

•Chi

ldre

n &

You

thP

rogr

ams

Lay

Lead

ersh

ip• E

ffect

iven

ess

•Spe

cific

pro

gram

s an

d in

volv

emen

t

Four

key

are

as a

re th

e dr

iver

s of

vita

lity

Indi

cato

rs

of V

italit

y

Not

e:Sm

all g

roup

s in

clud

e st

udy,

fello

wsh

ip, a

nd s

ervi

ce

CALL TO ACTION, page 99 of 248

This page is intentionally blank.

CALL TO ACTION, page 100 of 248

Appendix 2

2 Towers Watson Additional Analysis

CALL TO ACTION, page 101 of 248

Additional Analysis Q: How do we know that theological orientation of the congregation, theological orientation of the Pastor, predominant ethnicity of the congregation, and jurisdiction don’t have an impact on church vitality? A: To identify whether or not a specific factor such as theological orientation or geography (shown through jurisdiction) has an impact on vitality, we used a regression analysis to estimate the impact of these factors. This approach allows us to isolate the impact of each factor individually while controlling for the impact of other factors. In the regression analysis, none of these factors had a statistically significant impact on church vitality. This finding is very consistent with what we saw when we examined the distribution of those factors between churches with high vitality vs. churches with low vitality. Figure 1: Distribution Across Churches with High Vitality vs. Low Vitality

Theological orientation of your current congregation (pastor perception)

% of High Vitality

Churches

% of Low Vitality

Churches Very Liberal 1 1 Somewhat Liberal 6 7 Partially Liberal/ Conservative 32 37 Somewhat Conservative 43 34 Very Conservative 19 21

Theological orientation of Pastor (self-reported)

% of High Vitality

Churches

% of Low Vitality

Churches Very Liberal 9 9 Somewhat Liberal 26 18 Partially Liberal/ Conservative 30 30 Somewhat Conservative 25 28 Very Conservative 9 14

Ethnic Group

% of High Vitality

Churches

% of Low Vitality

Churches

% of UMCs in North America

Asian 0.3 1.3 1.1Black 5.6 5.9 6.9Hispanic 0.1 0.8 0.9White 94.0 92.1 90.2

Jurisdiction

% of High Vitality

Churches

% of Low Vitality

Churches

% of UMCs in North America

North Central 22 20 21Northeastern 12 12 21South Central 20 18 17Southeastern 41 45 35Western 5 4 5

Distributions based on survey responses to UMC’s CTA 2010 Research From the data shown above in Figure 1, you can see how the distribution or percentages of each of the groups are very similar regardless of whether the churches are vital or not. From this, we

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can conclude that theological orientation of the congregation, theological orientation of the Pastor, predominant ethnicity of the congregation, and jurisdiction do not have a strong correlation on whether or not a church is vital. Both of these analyses support our conclusion that these factors are not drivers of church vitality. Q: How is it that “lay leadership demonstrating vital personal faith” and “% of attendees serving as leaders in past 5 years” can be drivers of overall vitality but don’t drive any of the factors of engagement (attendance, growth, or engagement)? A: The drivers of overall vitality were shown to have a strong statistical relationship with overall vitality as defined by combination of all the indicators of vitality outlined by the CTA steering team. Each of those drivers were then also looked at to determine whether or not they had a strong statistical relationship with any of the individual factors of vitality (attendance, growth, engagement). While “lay leadership demonstrating vital personal faith” and “% of attendees serving as leaders in past 5 years” are not strong drivers of specific aspects of vitality individually, they can be expected to help enough across each of the three aspects that their aggregate impact on overall vitality is significant.

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Appendix 3

Towers Watson Project Overview Call to Action

3 Vital Congregations Research Project Overview

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Call to Action Vital Congregations Research Project Overview

The Call to Action Steering Team has engaged Towers Watson, a leading global professional services organization, to help gather objective data on what works and does not work in churches and to create a platform of common understanding of relative factors. Research Model There are many widely-recognized expressions of church vitality. This research project will not attempt to define church vitality per se, but instead mine data in order to identify the specific, measurable factors that promote vitality. The research will focus on the identification of:

• Outcome Measures—how do we recognize church vitality when we see it? • Drivers of Vitality—what factors specifically promote vitality and enable it

to flourish? Research Tools The research process will use two proven, widely used research tools: data mining and regression analysis. Data mining is the process of collecting and statistically analyzing very large amounts of quantifiable data to uncover and clarify complex relationships. Data mining is widely used in all types of research because it is objective—only quantifiable data is used to test relationships. Regression analysis is a statistical technique used to identify the impact of multiple factors on a specific desired outcome. Regression analysis shows both the direction and magnitude of any identified relationships. Research Methodology The research methodology involves two simple steps:

Step 1: Develop Hypotheses What potentially impacts vitality?

Step 2: Test Hypotheses What statistically impacts vitality?

Goal is to develop hypotheses based on the perceptions of a selected, broad

sample

Goal is to identify the factors that have the greatest impact on local church

vitality for steering team consideration

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In Phase 1 performed in February and March 2010, Towers Watson engaged in input and discovery. We conducted a number of interviews, surveys, church visits, and observations and worked with the Steering Team to develop several hypotheses that could potentially impact church vitality. We interviewed over two dozen Bishops, pastors, lay leaders, and Agency leaders, collected several hundred survey responses, and captured additional qualitative input from Conference Appointment Meetings and other meetings. We drew upon a variety of perspectives from across the organization so that the resulting hypotheses fully reflected the range of factors that possibly impact vitality. We collected sufficient information to identify common thematic areas of focus and draft specific hypotheses for vetting by the project Steering Team prior to being finalized. Towers Watson working with the Steering Team used the information gathered to identify specific Outcome Measures that reflect church vitality. While many individuals across the Church indicate that they “know church vitality when they see it,” the purpose of establishing quantitative Outcome Measures is to introduce objectivity to the understanding of what drives vitality. While the Outcome Measures do not reflect all of the many expressions of vitality, they address certain quantitative aspects where data is readily available, reliable, and valid. In Phase 2, to be performed in April and May 2010, Towers Watson will discern what the meaning of the results in Phase 1. Each hypothesis will be tested to identify relationships between factors and outcomes. We will use both data mining and regression analysis to collect and analyze very large amounts of data. Much of this data has been collected and tracked for some years by the United Methodist Church and we will augment the existing data by capturing significant additional quantitative data via organization-wide surveys. We anticipate conducting targeted follow-up interviews with a spectrum of respondents to ensure that captured data is fully understood. In the final phase, Towers Watson will prepare a findings report that details the outcomes of the statistical analysis, showing specifically which of these measurable factors drive church vitality as reflected in Outcome Measures and which do not. Recognizing that there are many expressions of church vitality, some of which are not readily measurable, the research findings will serve as only one input to decisions taken by the project Steering Team in determining the implications and significance of the drivers of church vitality.

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Appendix 4

Towers Watson Research Methodology Call to Action Vital Congregations Research Project Overview of Research Methodology

4

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Call to Action

Vital Congregations Research Project Overview of Research Methodology

The Call to Action Steering Team (hereafter the “Steering Team”) engaged Towers Watson (hereafter “TW)”, a leading global professional services organization with 14,000 associates in 34 countries, to conduct empirical research to determine factors that affect church vitality. This paper provides an overview of the research methodology. Research Approach The research approach is based on the standard research methodology of data mining. Data mining is the process of collecting and statistically analyzing very large amounts of data to uncover and clarify complex relationships. Data mining is widely used in all types of research, such as public health and marketing studies, because it is objective and reliable. When large quantities of data are available across many units of observations, such as churches, data mining can be used to identify strong existing statistical relationships between the desired state and other factors that impact that desired state. As shown in Figure 1, the Vital Congregations Research Project used data mining to identify the factors that impact an outcome measure of church vitality.

The factors that indirectly influence

the desired state

Drivers of Vitality

Organizational Factors

Local Church Vitality

Outcome Measures

The factors that directly

impact the desired state

How to measure theachievement of the

desired state

Focus of Data Mining Portion of CTA

Research

Figure 1

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The data mining process used regression analysis, a long-established statistical technique used to identify the impact of multiple factors on a specific desired outcome. Regression analysis shows both the direction and magnitude of any identified relationships:

• Direction – does this factor have a positive or negative impact on the desired outcome? In this research, does the factor have a statistically significant positive or negative impact on congregational vitality?

• Magnitude – how much impact does this factor have on the desired

outcome? In this research, is the factor of major or minimal significance in driving church vitality?

Regression analysis is commonly used in consumer, employee and political research to help identify and prioritize actions that will have the greatest impact on a desired outcome. In the Vital Congregations research project, regression analysis was used to statistically identify the significant factors that impact the desired outcome – indicators of church vitality. Church Vitality

The first step in the data mining process is to identify the desired outcomes to be measured through the research. For the CTA project the aim was to measure relative levels of congregational vitality – the extent to which a local congregation is effectively pursuing the mission of making disciples of Jesus Christ for the transformation of the world. The question was this: in addition to the informed observations and opinions of various lay, clergy and academic observers, how can we measure levels of vitality in statistically valid and reliable ways?

To do so requires defining the desired outcomes in a manner that can be tabulated using valid, reliable, and objective quantitative measues that are reasonable signs of congregational effectivness. There are many other meaningful, though subjective ways to assess the impact of a church on the faith development of those involved and as demonstrated in vibrant witness in the community and world, but for this project we focused on the subset of indicators that are statistically verifiable.

Working with the Call to Action Steering Team, Towers Watson used a combination of surveys, interviews, church visits, and analysis of available data to identify potential indicators of vitality. As expected in a system as large and complex as the UMC, there were a range of working defintions for what should and does constitute the evidence of congregational vitality, many of which cannot be measured directly using objective observable metrics. The Steering Team

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and Towers Watson used the input from an array of people across all levels of the church to identify a cluster of indicators. In order to be used as an indicator of church vitality, a measure had to meet these criteria:

• Descriptive – the measures had to provide graphic illustrations of an aspect of church life, leadership or processes that people recognize as important and understand.

• Differentiating – the measures used had to be more common in churches with high vitality than in churches with low vitality.

• Quantifiable – the measures used had to be something that can be objectively measured, rather than subjectively assesed. Objective, quantifiable measures avoid the risk of biases that are likely when using subjective measures.

• Available – the measures must have available data for at least three - five years across 95% of all UMC North American churches. There were many metrics that otherwise could have been useful indications of vitality, but they are either based on information that is not collected on a consistent basis across the five jurisdictions or have not been collected over a long enough period of time to allow sufficient time to establish trends.

Applying these criteria, a cluster of seven valid indicators emerged:

• Average worship attendance as a percentage of membership • Total membership • Number of children, youth, and young adults attending as a percentage of

membership • Number of professions of faith as a percentage of attendance • Number of professions of faith as a percentage of membership • Annual giving per attendee • Financial benevolence beyond the local church as a percentage of the

church’s budget

TW used these measures both at a single point in time and examined the trends in these measures over a multiple year period.

To some extent this constellation of indicators of vitality are proxies or stand-ins. For example, average worship attendance as a percentage of membership, or changes in financial benevolence giving beyond the local church are the consequences of vitality and show increases or decreases in how each church is performing in the work of “making disciples” and engaging disciples in transforming the world.

With the assistance of GCFA, Towers Watson was provided with a five year history on each of these indicators for over 32,000 churches in North America. For each church TW applied these measures both at a single point in

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time and over a multiple year period, developing a vitality distribution table of nearly all churches in the five jurisdictions. To assure confidentiality and avoid seeming to grade individual churches, TW has kept the vitality index of each church strictly private.

TW used another statistical technique, factor analysis, to group these indicators of Church Vitality into three factors that encompass different aspects of church vitality. Identifying these factors can help the UMC better understand how to impact different aspects of church vitality. The factors are: attendance, growth, and engagement.

Factor Indicators of Vitality

Attendance • Average worship attendance as percentage of

membership • Number of children, youth, and young adults attending

as a percentage of membership

Growth

• Change in average worship attendance as percentage of membership over five years

• Change in membership over five years • Change in annual giving per attendee over three years • Change in financial benevolence beyond the local

church as a percentage of church budget over five years

Engagement • Professions of faith per attendance • Annual giving per member

To address the multiple dynamics of congregational vitality the indicators are collective, not singular (like vital signs for a person’s health). TW analyzed multiple years of available data on these indicators from nearly all North American UMC churches to identify the distribution of relative vitality. We found that approximately 15% of the 32,228 churches (a total of 4,961) met this threshold – many of these demonstrated excellence in all three factors of vitality. Identifying the Drivers of Vitality: Research Methodology Simply put, the research methodology involved two steps (as shown in Figure 2):

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Goal is to develop hypotheses based on the perceptions of a selected,

broad sample

Goal is to identify the factors that have the greatest impact on local church

vitality for steering team consideration Figure 2

Step 2: Test Hypotheses What statistically impacts vitality?

Step 1: Develop Hypotheses What potentially impacts vitality?

In Step 1, performed in February and March 2010, TW cast a very broad net to identify factors that could potentially be drivers of church vitality. TW gathered a significant amount of qualitative data via surveys, interviews, observations, church visits, and other exercises - e.g., interviews with over two dozen pastors, lay leaders, Bishops, and Agency leaders; several hundred survey responses; input from Conference Appointment Meetings and other meetings. They sought to capture and draw upon a variety of perspectives from across the UMC so that the resulting hypotheses would fully reflect the range of factors that possibly impact vitality - reflecting churches from very small to very large, urban, rural, suburban, conservative, progressive, ethnic minority, etc. TW collected sufficient information to identify common thematic areas of focus and worked very intensely with the Steering Team at its meeting on April 7 & 8. Several hundred hypothesis were examined and 130 were identified to be tested (e.g., age of the church, number of programs designed for youth, type of music used in worship services). In Step 2, TW tested each hypothesis to identify relationships between factors and outcomes. Much of the data has been collected and tracked for some years by the UMC but we supplemented the existing data by capturing significant additional quantitative data via several different types of organization-wide surveys. This data was collected from a representative sample of Churches, Pastors, District Superintendents and Bishops – providing data on the dynamics at thousands of churches. In traditional polling exercises that are reported in the media, sample sizes of approximately 500 people are often used – producing findings that are statistically reliable within a margin of error of plus or minus 4% to 5%. The much larger, fully representative sample of churches on which data was collected for this project allowed us to produce statistically reliable findings within a much smaller margin of error. TW used regression and another statistical technique, ANOVA (analysis of variance) to identify, for all of the churches, which of the drivers had a statistically

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significant impact on the indicators of Church Vitality. In these processes, each factor is independently tested, holding all of the other factors constant, to determine if it has an impact and if so, the extent to which it has a neutral, positive or negative impact on vitality. In this way, we identified for the Steering Team the specific drivers of vitality statistically associated with the 16% of UMC churches that were identified as highly vital churches. Again, for appropriate purposes of confidentiality, TW is holding the results for each church, sharing only the aggregate results with the Steering Team. The analysis identified four areas described in more detail in the Steering Team report: Small Groups and Programs, Worship, Lay Leadership and Pastoral Leadership. These areas were not just related to the vitality of a single church or a handful of churches. These areas were found to have a strong, positive impact on the Indicators of Church Vitality across thousands of churches. There are examples of churches with high vitality that have been successful in each of these areas in every district in North America, in larger churches, in smaller churches, in predominantly minority churches in churches in urban communities and in churches in suburban or rural communities. The findings are also mutually reinforcing. Improvements in any one area are likely to contribute to improvements in the other three.

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Appendix 5

Towers Watson

5

Potential Drivers of Congregational Vitality The United Methodist Church Potential Drivers of Congregational Vitality

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The United Methodist ChurchPotential Drivers of Congregational Vitality

Hypothesis Topic Potential Driver1 Pastor leadership How would you rate Pastor XYZ: Works in partnership with others (e.g., lay leaders,

congregation) to accomplish goals2 Pastor leadership How would you rate Pastor XYZ: Recognizes, addresses, and manages discord in a

fair and positive manner3 Pastor leadership How would you rate Pastor XYZ: Encourages involvement and empowers others to

take ownership4 Pastor leadership How would you rate Pastor XYZ: Focuses on developing, coaching and mentoring

to enable Laity leadership to improve performance and to reach their full potential

5 Pastor leadership How would you rate Pastor XYZ: Inspires passion and enthusiasm in others for spiritual development, discipleship, and outreach

6 Pastor leadership How would you rate Pastor XYZ: Focuses on developing personal knowledge, skills, and abilities to continuously improve and grow oneself

7 Pastor leadership How would you rate Pastor XYZ: Defines and articulates a future vision for the local church

8 Pastor leadership How would you rate Pastor XYZ: Inspires confidence and trust through words and deeds

9 Pastor leadership How would you rate Pastor XYZ: Demonstrates effective management of the local church (e.g., financial, operational, staff)

10 Pastor leadership How would you rate Pastor XYZ: Has ability to influence the actions and behaviors of others to accomplish changes in the local church

11 Pastor leadership How would you rate Pastor XYZ: Recognizes, understands, and empathizes with the feelings and needs of others and responds accordingly

12 Pastor leadership How would you rate Pastor XYZ: Through effective leadership, propels the local church to set and achieve significant goals

13 Pastor leadership How would you rate Pastor XYZ: Understands and leads in the context in which they serve

14 Pastor leadership How would you rate Pastor XYZ: Inspires congregation through preaching15 Pastor leadership Does local church have a formal, written mission and vision that has been reviewed

in the last five years16 Pastor demographics Pastor age17 Pastor demographics Pastor seminary school18 Pastor demographics Tenure in current appointment19 Pastor demographics Years since first appointment20 Pastor demographics Number of appointments since seminary school21 Pastor demographics First or second career ministry22 Pastor demographics Level of Connection the Pastor has to the overall Church23 Pastor demographics Rate the general orientation of the Pastor from liberal to conservative24 Pastor demographics Level of involvement in local community beyond church25 Pastor demographics How Pastors spend their time (% of time across categories in a typical week)26 Laity leadership Number of lay leaders in all Sunday church school groups27 Laity leadership Number of lay leaders in all other groups28 Laity leadership % of lay leaders who participate in continuing education programs offered through

the Church29 Laity leadership % of lay leader positions filled by young adults30 Laity leadership % of lay leader positions filled by members with less than three years of tenure31 Laity leadership % of attendees who currently serve as lay leaders32 Laity leadership % of attendees who have served as lay leaders in the last five years33 Laity leadership Age make-up of lay leaders (%ages by age brackets)34 Laity leadership Effectiveness of lay leaders in driving vitality in the local church35 Laity leadership How are lay leaders selected for their leadership roles36 Diversity To what extent does the demographic mix of your attendees reflect the

demographic mix of the community

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The United Methodist ChurchPotential Drivers of Congregational Vitality

Hypothesis Topic Potential Driver37 Diversity Rate the general orientation of the congregation from liberal to conservative38 Diversity Percentage of attendees (not members) who are NOT from a UMC background39 Diversity To what extent is your church using and analyzing demographic data to shape the

local church mission and outreach40 Church demographics Age of the physical church41 Church demographics Year when the local church was founded42 Church demographics Has the church moved or combined with another UMC church in past 10 years43 Church demographics Neighborhood category (e.g., rural, urban, suburban)44 Church demographics Average household income of zip code45 Church demographics Years since last remodel46 Church demographics Number of UMC churches in a 10 mile radius47 Church demographics Number of non-UMC churches in a 10 mile radius48 Church demographics Perceived change in community population (increased, decreased, stayed the

same)49 Church demographics Perceived changes in community income (increased, decreased, stayed the same)

50 Church demographics Attendance as a percentage of seating capacity in local church51 Church demographics Allocation of financials52 Church demographics Number of pledges and identified givers53 Church demographics Income sources54 Christian Education Christian Education program attendance as a percentage of worship attendance55 Christian Education Number of children (0-6th grade) in all Sunday church school groups56 Christian Education Number of children (0-6th grade) in all other groups57 Christian Education Number of children (0-6th grade) in alternative Christian Education church school

groups58 Christian Education Number of youths (7-12th grade) in all Christian Education church school groups

NOTE: team wants "Christian Ed" substituted for Sunday church school, but need final wording to come from LCR

59 Christian Education Number of youths (7-12th grade) in all other groups60 Christian Education Number of youths (7-12th grade) in alternative Christian Education church school

groups61 Christian Education % of youth (7-12th grade) (member or non-member) participating in confirmation

preparation classes62 Children's Programs Number of children programs63 Children's Programs % of children (member or non-member) actively participating in programs NOTE: if

percentage, we want to compare to total church attendance64 Children's Programs Responsibility for childrens programs (senior Pastor vs. associate Pastor vs. Staff

vs. unpaid laity) 65 Children's Programs Number of local mission outreach programs designed for children to participate in

themselves66 Children's Programs Number of global mission outreach programs designed for children to participate in

themselves (may be doing work, not physically going overseas themselves)

67 Youth Programs Number of youth programs68 Youth Programs % of youth (member or non-member) actively participating in programs69 Youth Programs Responsibility for youth programs (senior Pastor vs. associate Pastor vs. Staff vs.

unpaid laity) 70 Youth Programs Number of local mission outreach programs designed for youth to participate in

themselvers 71 Youth Programs Number of global mission outreach programs designed for youth to participate in

themselves (the idea is that they can do work, not necessarily go overseas)72 Youth Programs % of youth attendees whose parents are not members of the local church73 Young Adult Programs Number of young adult programs

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The United Methodist ChurchPotential Drivers of Congregational Vitality

Hypothesis Topic Potential Driver74 Young Adult Programs % of young adult (member or non-member) actively participating in programs75 Young Adult Programs Responsibility for young adult programs (senior Pastor vs. associate Pastor vs. Staff

vs. unpaid laity) 76 Young Adult Programs Number of local mission outreach programs designed for young adults to participate

in themselvers77 Young Adult Programs Number of global mission outreach programs designed for young adults to

participate in themselves78 Adult Programs Number of adult programs79 Adult Programs % of adults (member or non-member) actively participating in programs80 Adult Programs Responsibility for adult programs (senior Pastor vs. associate Pastor vs. Staff vs.

unpaid laity) 81 Adult Programs Number of local mission outreach programs designed for adults to participate in

themselves82 Adult Programs Number of global mission outreach programs designed for adults to participate in

themselves83 Committed Congregation How engaged is the congregation in living the mission and vision of the local church

84 Group Ministries Number of small groups (study, fellowship, service)?85 Group Ministries Average number of participants in group ministries 86 Group Ministries % of attendees serving or having served as group ministry leaders during past three

years87 Group Ministries % of non-members participating in small groups 88 Evangelism Number of evangelism outreach ministries excluding weekly worship services89 Evangelism % of attendees participating in evangelism ministries excluding weekly worship

services90 New Members Do you have a new member class offered regularly?91 New Members Percent of members who joined within past year who are members of small group

ministries 92 Welcoming Visitors Established process for welcoming visitors (e.g., designated members to spot and

welcome new members)93 Welcoming Visitors What percentage of first-time guests eventually become members?94 Welcoming Visitors Adequate parking95 Local community outreach Number of new local outreach programs created in the last year96 Worship services Predominant type of music used in the worship97 Worship services Variation of worship from week to week 98 Worship services Average attendees per service by service style99 Worship services Number and type of different services held weekly

100 Worship services Regular use of multi-media format during worship 101 Worship services Regular use of experiential activities during worship (e.g., prayer station, art, straw

polls) 102 Worship services Average length of sermon103 Worship services Percentage of service led by laity, youth, and young adults and children104 Worship services Percentage of preaching by type: lectionary, expository, blended105 Worship services Type of sermon (Inspirational vs. Teaching/Learning vs. Biblical interpretation)106 District % of time (per year) spent with thriving churches107 District % of time (per year) spent with failing churches108 District % of time (per year) spent developing new churches109 District Number of churches in the District110 District Number of new churches started in the District within the last two years111 District % of time spent coaching Pastors on leadership skills and achieving goals112 District Use of formal goal-setting for Pastors113 District Use of formal performance reviews throughout the year with Pastors114 District Use of formal performance evaluation with Pastors

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The United Methodist ChurchPotential Drivers of Congregational Vitality

Hypothesis Topic Potential Driver115 Bishop If a conference-wide performance evaluation exists, to what extent is it formally

used in the appointment process116 Bishop Holding Pastors accountable for performance117 Bishop % of time (per year) providing coaching and support118 Bishop What programs are used in the Conference to promote vitality? (multiple choice -

UMC Training, Non-UMC Training, Coaching, church clusters, etc.)119 Bishop Percent of Pastors who participate in continuing education programs available

through the Conference120 Bishop % of Pastors appointed during three year provisional period121 Bishop # of Pastors on clergy effectiveness performance plans122 Bishop # of Pastors exited through clergy effectiveness (not retirement)123 Bishop Effectiveness of the DS team in coaching and developing Pastors124 Church Connection Number of special communications, events, sermons per year addressing the

connection-wide events125 Church Connection % of apportionment paid over last three years126 Church Connection Number of UMC connectional speakers who visit and present at worship or small

group ministries per year127 Church Connection Percent members/regular attendees participating in District or Conference activities

or on committees, task groups, boards

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Appendix 6

Towers Watson

6

Survey Methodology Call to Action—Research Project Survey Methodology Summary

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CALL TO ACTION PROJECT

Background Information

Towers Watson Research

In the first phase of our Call to Action Research, we conducted a number of interviews, facilitated discussions, and created a brief online survey to gather people’s perceptions of what vitality in congregations is and what are the factors that drive it. That first phase of the research was designed to reveal people’s perceptions in order to develop hypotheses on what they thought drives church vitality. Now that this phase is complete, we are moving on to the second phase of the research, which focuses on using data, not people’s perceptions, to help us better understand what drives church vitality. This second phase of the project relies heavily on data that already exists across the UMC but there is also data that we need that hasn’t been regularly collected. For that reason, we are conducting a number of online surveys designed to gather more quantitative data to test the hypotheses developed in the first phase of this project. Below is a summary of the surveys that we are using.

Summary of Surveys Bishop Survey This online survey will be completed by all active Bishops in North America and contains less than 10 questions, all focused on their annual conferences. • The Bishops will receive an e-mail from Bishop Gregory Palmer, President of the Council of

Bishops, with information about the survey and a link to the online survey. • Bishops will have two weeks to complete the online survey and it should take less than 5 minutes to

complete. District Superintendent Survey This online survey will be completed by all District Superintendents in North America and contains questions about their districts as well as questions about the pastors within the district. When responding to the questions about pastors, a sample of no more than 10 pastors will be selected for each district superintendent to assess. • All district superintendents in North America will receive a “heads up” e-mail from Bishop Gregory

Palmer with information on the survey and when to expect it. • Following Bishop Palmer’s e-mail, all district superintendents will receive an e-mail from Towers

Watson with a link to the online survey. • District Superintendents will have two weeks to complete the online survey. Pastor Survey Approximately 25% of all UMC churches were randomly selected to participate in this research. For each one of those churches, the Lead/Senior Pastor will be asked to complete an online survey asking questions about themselves as well as his or her congregation. • Lead/Senior Pastors at approximately 25% of churches will receive an e-mail from Towers Watson

with a link to the online survey. o If the link is sent to someone other than the Lead/Senior Pastor, the instructions are to

forward the survey to the Lead/Senior Pastor. • Lead/Senior Pastors will have two weeks to complete the online survey.

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Call To Action – Research Project Survey Methodology Summary

Church Survey For the 25% of churches that are sampled for this research, another survey is designed to gather data about the church itself. Pastors can complete this survey themselves or they can send it along to another leader in their church. • The link to the Church Survey will be included in the e-mail from Towers Watson to Pastors. • Pastors will have the option to complete the Church Survey themselves or send the link to another

key leader, paid or volunteer, in their church. • Pastors or their delegates will have two weeks to complete the online survey. Staff Parish Relations Chair Survey For the 25% of churches that are sampled for this research, another survey is designed for the Chair of the Staff Parish Relations Committee to provide their assessment of the Lead/Senior Pastor. The link to this online survey will be sent to the district superintendent, who will e-mail it to the Chair of the Staff Parish Relations Committee. • A link to the Staff Parish Relations Committee Survey will be sent in an e-mail from Towers Watson

to District Superintendents along with a list of the churches in their District that are part of the sample.

• District Superintendents will send the link to the online survey to the Chair of the Staff Parish Relations Committee in the churches that have been sampled.

• The Chair of the Staff Parish Relations Committee will have two weeks to complete the online survey.

Church Leaders Survey It’s important that we get perspectives from across UMC so an online survey with questions about the church will be available on the UMC website. • A link to the Church Leaders Survey will be available at www.umc.org/calltoaction. • Individuals who do not receive a survey directly from Towers Watson or Bishop Palmer can

complete this survey. • The survey will be available on the website for two weeks.

Summary of Roles Bishop’s Role

Complete the Bishop Survey by clicking on the link provided in Bishop Palmer’s e-mail. Encourage participation of the District Superintendents and Pastors in the other surveys that are

part of the CTA Research project. District Superintendent’s Role

Complete the District Superintendent Survey by clicking on the link provided in the e-mail from Towers Watson.

Encourage participation of the Pastors and other church leaders in the other surveys that are part of the CTA Research project.

Send the link to the Chair of the Staff Parish Relations Committee survey (from Towers Watson) to those churches that are part of the sample.

Pastor’s Role

Complete the Pastor Survey by clicking on the link provided in the e-mail from Towers Watson. Encourage participation of the Pastors and other church leaders in the other surveys that are part of

the CTA Research project. Either complete the Church Survey (via second link in e-mail from Towers Watson) or forward it on

to another leader in the Church.

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