Traditional Budgeting. Last year's budget Year-end financial statement . Traditional Budgeting. . With small adjustments for: - fixed expenses - departmental expenses.=> NEXT YEAR'S BUDGET. Traditional Budgeting. REMAINS A TREASURER'SAND SOMETIMES A PASTOR'S UNDERTAKING..
1. Strategic Mission Focused Budget Presenter Jean-Luc Lézeau
General Conference of Seventh-day Adventists
2. Traditional Budgeting
Last year’s budget
Year-end financial statement
3. Traditional Budgeting
With small adjustments for:
- fixed expenses
- departmental expenses.
=> NEXT YEAR’S BUDGET
4. Traditional Budgeting
REMAINS A TREASURER’S
AND SOMETIMES A PASTOR ’S UNDERTAKING.
5. RESULTS Members are not involved in the process
Members are not part of the mission project if there is any
Small percentage of the overall budget left for departmental expenses
Same commitment as before
Budget scarcely meets its end
8. Who is responsible for the budget?
9. Not only the treasurer
Not only the pastor
Not only the church board
But the whole church!
10. How can we get the whole church involved in church budgeting?
11. It has to start with the Pastor
12. The Seven Secrets of Strategic Budgeting
13. Pastoral Secret # 1 Is a model steward
Is concerned with stewardship issues that affect his Church
Builds confidence in pastoral leadership
14. Pastoral Secret # 2 Believes in the importance of
15. Who is responsible to teach the members’ value system?
16. Pastoral Secret # 3 Regularly teaches & preaches stewardship truths, principles, and way of life.
17. A Disciple will be a good giver A good giver is not necessarily a good steward.
18. Only a disciple will be good steward. He will be generous from the right motives.
19. Pastoral Secret # 4 Revisits the Mission Statement of his Church
20. Mission Statement
The Mission Statement tells who we are.
What we believe in
What we are here for
21. Mission Statement
Is the Mission Statement still valid?
Is it revised/evaluated annually?
Do all church members know about it?
Do they know it by heart?
22. Pastoral Secret # 5 Strategic Budgeting continues with the Vision
23. Vision The pastor must have a clear vision of his Mission
He must share his Vision with his church members
The Vision must not only be known but shared by all
24. CASTING THE VISION Model it
Often – Every 30-45 days
Develop it specifically
Expound upon it regularly
Let every member own it
25. It is only when the Vision is clear and owned by the members that they will support the objective(s) that are chosen
26. CASTING THE VISION Guide the Budget Development Process
The process must fit the personality of your church
Make sure it has credibility factors built-in
Must be consistent with the Vision
27. Board Committee Members Must personally embrace and be committed to:
The Church’s Mission and Vision
The principles and practices of stewardship
The Church’s leadership
28. Agenda for the First Budget Committee Attended by the full Church board, and Departmental Directors
The pastor reviews the Church’s Mission and Vision statements
The pastor highlights any changes, new opportunities, new ventures and sets the direction for the Church.
29. Agenda for the First Budget Committee The pastor reviews last year’s activities/programs and the results.
Are these activities still in line with the actual Vision?
Departmental directors are asked to work on next year’s program keeping the actual Vision in mind.
30. Departmental Planning Each department lays out plans/projects that fit within the Vision
With the help of the Church treasurer, the cost of each project is estimated
Expected results are to be given
31. Youth Department Projects
32. Departmental Director Interview The Church Board sets a schedule for interviewing each Departmental Director.
Budget requests are made.
Priorities are established in the light of the Mission and Vision of the church.
33. Pastoral Secret # 7 Only then can a Mission-centered budget be established
34. Projects The Church Board has to decide on projects that will accomplish the Mission and mirror the Vision.
35. Pastoral Secret # 8 Selecting projects
36. Selecting projects The Church Board evaluates projects and makes a prioritized list according to the following:
Does the project fit the objective?
Expected “return on investment”.
Draw the line on last year’s budget.
37. Pastoral Secret # 8 Sifting the budget
38. Sifting the Budget The Church Board eliminates or reduces expenses that are not Mission centered.
Only a balanced budget based on last year’s expenses can be presented.
39. Pastoral Secret # 9 Presenting the Budget
40. Presenting the Budget Fellowship concept more important than business meeting
The whole Church Board and all Departmental Directors are present
41. Presenting the Budget The pastor casts the Vision again, emphasizing the objective
Tie budget directly to the Church Mission to create ownership
Encouraging involvement and support
42. Presenting the Budget The different departmental projects
Stressing the cuts made for savings
Outlining the fact that only part of the projects can be budgeted
43. Year 2003 Bible correspondence 500
Branch Sabbath Schools 2,500
5-Day Plan 1,000
Evangelistic Campaign 8,000
Open door for homeless 5,000
Youth camp 4,000
44. Pastoral Secret # 10 Asking for Church Support
45. Church acquires the projects
46. Asking for Support An opportunity for Kingdom building and eternal values
Never leave a challenge hanging – give members an opportunity to respond, even silently
47. Pastoral Secret # 11 Follow Through
48. Follow Through Continue to do things throughout the year that promote good stewardship health
Give progress reports monthly, using highlight of each project
49. Follow Through Add projects as additional funds are received and let members know
50. Keep in Mind Different generations give for different reasons
People find significance in giving for something of eternal value
Use the budget process to clarify and involve members in the Church’s Mission and Vision
51. Keep in Mind This will help them grow spiritually and in their personal walk with God
This will build unity in your Church
This will make them the Master’s disciple
52. Your members will enjoy building the Kingdom when they know it is both worthy & effective
53. The End