Session One: Eyes Wide Open – Readying the institute for planning (length: 2 hours)

This session will help religious institutes assess the feasibility of engaging in a strategic property planning process, examining factors such as member readiness, project scope, and planning-team attributes.

Session One Support Materials

Support materials are arranged sequentially and are designed to accompany the information presented in the video. The files can be accessed as needed or used in their entirety. Click on each link below to download.

  1. Questions leadership should be asking when considering initiating a strategic property planning process

  2. Checklist to determine the right time to initiate a strategic property planning process

  3. Major considerations when determining the scope of a strategic property planning process

  4. Questionnaire to help leadership define the scope of a strategic property planning process

  5. Two models of leadership involvement in a strategic property planning process

  6. Examples of desired general attributes of planning team or committee members

  7. Questionnaire to help leadership define roles in a strategic property planning process

  8. Questionnaire to help determine membership readiness for strategic property planning

  9. Tools and techniques for effective membership engagement

  10. Typical outcomes from strategic property planning

  11. Ten-item checklist to determine an institute's readiness for strategic property planning

  12. Tips to help religious institutes overcome obstacles to initiating a strategic property planning process

  13. List of major session take-away points

  14. Glossary of key terms used in Session 1