1. Visioning Ideas Strategic Filtering
Annual Meeting
January 28, 2018

2. The Visioning Process Framework
Goals
Strategies to meet goals
Strategic Filters
200+ Ideas
Vision
Mission/Purpose
Core Values

3. St. Stephen’s Vision & Mission
A world made whole by God's transforming love in action.
Mission
Embracing and living God's commandment to love our neighbors — through worship, stewardship, and service to others.

4. St. Stephen’s core values are bound together by the threads of compassion and integrity
Faith-based Community
We are an inclusive, welcoming community that nurtures the spiritual development of all members in the recognition that often God is revealed to us through love, respect and care of others.
Service
In the spirit of the example set by Our Lord Jesus Christ, we are committed to using our gifts in service to our neighbors and others in God’s created world.
Stewardship
We are committed to managing our assets and blessings with great care in order for our beautiful, historic church to remain relevant and sustainable for this generation and those that follow.

5. Context for Filtering Summary
Strategic filter needed to provide a manageable list of ideas for delegation, consideration and execution
Every idea (non-personnel) has been considered
Vision Management team has filtered, categorized and consolidated all ideas from Visioning Sessions
Filter Ideas
Categorize Results
Delegate Ideas
Committee
Prioritization

6. Strategic Filter Tool for Visioning Ideas
Does the specific idea support our core values, vision and mission?
Is it unique or does it duplicate others’ work?
Is it financially sustainable / do we have the resources to sustain initiative?
Does zoning permit it; is it legal?
Does it require capital investment?
Is it dependent on the Property Report?
Is it low hanging fruit?
Source: Adapted from the Episcopal Church Foundation

7. Summary of Filtering
>200* ideas identified in the Visioning Process
45 ideas for New Committees / Initiatives
39 ideas for Existing Committees
65 ideas dependent on Property Report
5 ideas already implemented
10 ideas tabled due to scope and lack of clarity
Three New Committees / Initiatives
Fellowship, Life Services, and Marketing and Communication
*164 ideas were filtered (remaining are personnel-related and duplicates)

8. Example Results New Committee (Example: Fellowship Committee)
Ideas already implemented!

9. Example Results Filtered for Low Hanging Fruit
Filtered ideas will be available on Visioning page of the website

10. Next Steps
Presentation of results and proposal for new committees to Vestry
Committees to prioritize and create action plans
Implementation, resource requests, and timelines (now or )
Committee Engagement
Idea Prioritization
Action Plans
Implement