Strategic Audit Team

1
Windward United Church of Christ

• Strategic Audit Team
• Matt Bechtel Bill Pierpont
• Brian Moody Trina Porter
• 17 June 2003

2
Agenda

• Findings
• Survey
• Focus Groups
• Marketing
• External environment
• Service
• Organization
• Mission
• Leadership
• Financials
• Budget
• Fee schedule

3
Findings

• Survey (55 surveyed)
• 100 outreach is important
• 100 expand membership
• Focus Groups (15 participants)
• Budget
• Facilities
• Service

4
External Environment

• UCC and congregational growth in the US
• UCC and congregational growth Kailua
• Rivalry among congregations
• Faith preferences

5
External Environment

• Opportunities
• Demographic trends
• Changing face of faith
• Organizational identity

• Threats
• Size of congregation diminishes
• Ignoring market trends
• Disharmony

6
Competitive Comparison

• Five area churches
• New Hope
• Christ Church Uniting
• Kailua United Methodist
• Kailua CC
• WUCC
• Ratings based on Facilities, Music, Audio Visual
  Quality, Congeniality, Audience Attention

7
Internal Strengths

• Possess unique characteristics
• Traditional sermon, mainline church
• Beliefs and practices
• Members opinions are considered
• 89 agree
• Paid staff positions
• Responsibilities defined by bylaws

8
Internal Weaknesses

• Mission Statement
• Define Outreach
• Renting facilities
• Renting facilities hands on approach
• Youth activities and programs
• Inconsistencies in membership
• Pastors role
• Limited volunteers
• Manage budget and organizations operations

9
Organizational Chart
Endowment Holmes Funds
10
Leadership

• Should
• Be diverse
• Encourage participation
• Delegate responsibilities
• Be informative
• Establish reward system
• Explain budgetary and operation decision
• Review By-Laws
• Focus on mission
• Role of the Boards
• Boards internal operation

11
Leadership

• New Trustees and Moderator need to
• Be capable of instituting changes
• Promote increased programming and outreach
• Develop measures to reduce budgetary constraints
• Negotiate contracts

12
Current Marketing Plan Midweek Islander

• Midweek islander, 1400 annually (apprx)
• Basic information
• Our evaluation of this advertisement
• Crowded location
• Doesnt differentiate
• Doesnt serve current needs

13
Current Marketing Plan Friendship Sunday

• Advertise through word of mouth
• Alternative to paid advertisement
• Congregation promote WUCC
• Knowledgeable about service, operations and
  structure
• Example Outreach AA and Weight Watchers
• Establish personable one-to-one relationships

14
WUCC Marketing Needs

• Target traditional church goers
• Target families with children
• Identify reources that add value
• Promote WUCC
• monetary
• services
• congregation
• facilities
• Maximize advertising budget.

15
Marketing Facilities

• Advertisement
• Midweek island
• Hawaii marine newspaper
• Windward mall
• Marine corps community services (MCCS)
• Website
• Kailua chamber of commerce
• Word of mouth

16
Marketing the Service Short Term Ideas

• Reward system
• Activity night for youth
• Golf /Health ministry
• Recreational Events
• Food-oriented events

• Engaging children
• Joys and praises
• Interactive handouts
• Leis/greetings
• Refreshments

17
Marketing the Service Long Term Ideas

• Better use of AV
• Additional Services
• Vocational Bible School
• Women and Mens Groups

• Theme Events
• Volunteer Research Committee
• Elderly Day Care
• Food-oriented events/Beach outings

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Marketing Summary

• Use combination of ideas
• Alternate mediums throughout the year
• Be persistence innovate
• Changing demographics
• Form research committee
• Think dynamically

19
WUCC Budget

• WUCC Leadership Team Must Work to Present a
  Balanced Budget to the Congregation

20
Income Versus Expenses

• Regular income
• Pledges
• Variable income
• Donations
• Facility income
• Thrift shop

21
Expenses

• Fixed costs
• Taxes
• Insurance
• Utilities
• Variable expenses
• Service
• Spiritual programs
• Promotion
• Outreach

22
Survey of Meeting Facilities

• Area
• Kailua
• Kaneohe
• Facilities
• Private schools
• Commercial property
• Public Schools

23
Fair Market Hourly Rates

• Auditorium
• Cafeteria
• Dining hall
• Gymnasium
• Classroom w/ac
• Classroom w/o/ac

• 87.49
• 81.96
• 36.05
• 56.21
• 22.72
• 21.61

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WUCC Facility Hourly Rates

• Commercial groups
• Preschool
• Weight watchers
• Not-for profit
• Kailua beginners
• Kailua mens stag
• Womens welcome
• Vai ole Ola Kailua

• 11.46
• 15.48
• 13.25
• 7.83
• 3.00
• 125.00

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Opportunity Cost

• The cost to WUCC to own and maintain a meeting
  room
• Income that could be generated by an outside user
• Opportunity cost fixed cost donations

26
Unique Expenses and Income

• Outreach versus facility income
• Extending outreach to a user group is resulting
  in a loss of facility income
• Cleaning costs what is the cost to WUCC and
  what is the cost to a user?

27
Conclusion

• Marketing
• External environment
• Service
• Organization
• Mission
• Leadership
• Financials
• Budget
• Fee schedule

28
Acknowledgments

• We appreciate being given the opportunity to
• perform this Strategic Audit. WUCC
• Leadership,congregation and staff participation
• enabled us to perform valuable research. A
  special
• thanks to Lucinda for all of your
• patience and assistance.

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Windward United Church of Christ

• Strategic Audit Team
• Matt Bechtel Bill Pierpont
• Brian Moody Trina Porter
• 17 June 2003