This is a quick presentation on strategic planning that starts from the heart. It incorporates the 90 Day microStrategy that David Logan and Robbin Brent Whittington developed.

1. Mission Developer Training
San Antonio, TX
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STRATEGIC PLANNING FROM THE HEART
February 20th, 2014

2. Planning from the heart
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Starting with Longings
90 Days at a time
7 Stepping Stones to Missional Ministry
Three areas often neglected at this level of our work.
Remember, “This is your ride.”
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The heart follows the real rules - not those imposed externally. You want new rules for the heart? Energize new values.

3. Longings
Only when our longings match
or exceed our fears of loss,
can we try on the
new behaviors needed
for fresh outcomes.
If we start with Deming’s claim that “Your system is perfectly designed to give you the results you are getting.” then, how will you access different outcomes? It starts with you! It starts
with new behaviors. How are you developing these longings?

4. Longings
What visions of our shared future
compel you to offer
your best self or
your whole self
to this venture?
There are lots of variables, here!
Do you have a vision?
How compelling is it?
How will you make this shared future accessible to others?
How does your best self/ whole self come across in these ventures?
Bottom line - what do you want and how badly do you want it?

5. Longings
What would make this
five year “sprint”
worth it for you?
Another way of asking this is to ask, “How will you reward yourself at meaningful milestones on this path?”
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What needs to be different in the world because you gave of your most valuable resource?

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If you study the research of Adele Diamond and take seriously her descriptions of “executive function,” most of us can handle 90 days of planning, and that’s about it.
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Dave Logan has worked with my friend Robbin Brent Whittington to create a beautiful map of the heart’s natural planning process. You just have to watch his introductory video, over
here: http://www.youtube.com/watch?v=exWfICLCVa4

7. !7
This is a view of the 90-day Micro-Strategy Template with Instructions. Each block has a series of questions that draws out of you the required pieces of your next steps. Let’s be clear
that, in the first few years of a new ministry, a disciplined person will do only three or four things well. You would complete this map for each of those primary initiatives. Also, you can
stick with six month planning - you would just do it 90 days at a time. Also, there is a complete guide to this process, over here: http://5marks.org/wp-content/uploads/2013/01/missioguide-to-90-day-MicroStrategy.pdf
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8. Purpose
& Guiding Principles
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Boundaries in Ministry
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Missional Leadership & Theology
Organic Principles in Mission
Development
Interdependence
Multiplication
Energy transformation
Sustainability
Symbiosis
Fruitfulness
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This is a view of the 90-day Micro-Strategy Template with Instructions. Each block has a series of questions that draws out of you the required pieces of your next steps. Let’s be clear
that, in the first few years of a new ministry, a disciplined person will do only three or four things well. You would complete this map for each of those primary initiatives. Also, you can
stick with six month planning - you would just do it 90 days at a time. Also, there is a complete guide to this process, over here: http://5marks.org/wp-content/uploads/2013/01/missioguide-to-90-day-MicroStrategy.pdf
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9. THIS is relatively constant!
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Mission Development Today: Biblical
Theological Foundations
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The Emerging Context
Starting with longings:
nurturing the
Prophetic Imagination
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This is a view of the 90-day Micro-Strategy Template with Instructions. Each block has a series of questions that draws out of you the required pieces of your next steps. Let’s be clear
that, in the first few years of a new ministry, a disciplined person will do only three or four things well. You would complete this map for each of those primary initiatives. Also, you can
stick with six month planning - you would just do it 90 days at a time. Also, there is a complete guide to this process, over here: http://5marks.org/wp-content/uploads/2013/01/missioguide-to-90-day-MicroStrategy.pdf
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10. !
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Core team’s diversity & giftedness
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This Community of Practice
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Unique gifts of your denomination
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Personal Strengths & Experience
Broader community Assets
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This is a view of the 90-day Micro-Strategy Template with Instructions. Each block has a series of questions that draws out of you the required pieces of your next steps. Let’s be clear
that, in the first few years of a new ministry, a disciplined person will do only three or four things well. You would complete this map for each of those primary initiatives. Also, you can
stick with six month planning - you would just do it 90 days at a time. Also, there is a complete guide to this process, over here: http://5marks.org/wp-content/uploads/2013/01/missioguide-to-90-day-MicroStrategy.pdf
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11. Expectations & Strategic
Planning
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Creating a culture of Stewardship
Three Great Listenings: God, one
another & community
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Developer Panel:
Navigating Your
First Six Months
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This is a view of the 90-day Micro-Strategy Template with Instructions. Each block has a series of questions that draws out of you the required pieces of your next steps. Let’s be clear
that, in the first few years of a new ministry, a disciplined person will do only three or four things well. You would complete this map for each of those primary initiatives. Also, you can
stick with six month planning - you would just do it 90 days at a time. Also, there is a complete guide to this process, over here: http://5marks.org/wp-content/uploads/2013/01/missioguide-to-90-day-MicroStrategy.pdf
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12. !
Planning from the heart
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7 Stepping Stones to Missional Ministry

13. Your top 5 primary and
measurable objectives
These are the key components of
succeeding with your Ministry plan.
These are the key accomplishments required for your end result to be true.
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Give each of these a 50 word summary of what is to be accomplished by the objective.
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For a typical traditional church plant, we used to use four developmental stages as objectives: A. Preparation; B. Prelaunch; C. Launch; and D. Post launch
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Each of these Objectives has particular steps that need to be mapped and planned for the plan to work. Feel free to use language that you and your team agree is relevant to your
ministry context. Take the time to treat these as stepping stones - map these out in a work flow approach. Where will you start? What needs to follow
that. What needs to be complete before the next piece can be started?

14. These are the key
accomplishments required for
your end result to be true. We
work on these, via this map,
one at a time!
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Here is where this fits into our map!
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These are the key accomplishments required for your end result to be true.
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Give each of these a 50 word summary of what is to be accomplished by the objective.
!
For a typical traditional church plant, we used to use four developmental stages as objectives: A. Preparation; B. Prelaunch; C. Launch; and D. Post launch
!
Each of these Objectives has particular steps that need to be mapped and planned for the plan to work. Feel free to use language that you and your team agree is relevant to your
ministry context. Take the time to treat these as stepping stones - map these out in a work flow approach. Where will you start? What needs to follow
that. What needs to be complete before the next piece can be started?

15. SMART Goals
This is where you go public
with your commitment and
you invite accountability.
SMART Goals: this is where you go public with your
commitment and you invite accountability.
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Each of your top objectives will need some work
(otherwise we wouldn’t bother, right?) By the way, this section is where we spend a lot of our time revisiting/rewriting/renegotiating. Keep asking, “What
will it take for us to see this major objective accomplished? Another way to get at this is to ask, “What’s keeping this from being true, right now? or, What
needs to happen here?” (This is a great place to pray diligently - many times we complicate the process unnecessarily.)
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When you have completed these SMART goals, you will also have achieved the corresponding Primary and Measurable Objective. When you have
accomplished that PaMO, you are now one step closer to the Statement of Longing.
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For more on SMART goals, see http://en.wikipedia.org/wiki/SMART_criteria

16. Next Actionable Steps
These are the physical and
actionable steps required to
accomplish those goals.
Next Actionable Steps:
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These are the physical and actionable steps required to accomplish those goals. This is often where folks get lost in long lists. Keep this as simple and wellmaintained, as possible. Not everyone needs to see this part of your plan; many times these lists are pretty personal. Many leaders share their objectives
in an act of mutual accountability; they keep the task lists to themselves and their co-laborers.

17. Planned Celebrations
How will you celebrate
your progress?
Planned Celebrations
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How will you celebrate your progress? What will make it worth it for you to do this work? How will you go public with reports of your progress? Who will
you invite to
join the celebrations?

18. Social Media strategy
How do you share the love
in your three ring circus?
Social Media strategy
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This is another whole strategy to be developed with the expert help of the pros. Just as you would not build a cell tower on your own, please do not
create a social media strategy on your own! Who are the evangelists that will share the good news of what you are doing with this ministry? Ask for help start by coming to the Social Media workshops I’ll be offering you tomorrow. I will supply you with the tools and connect you to the social media strategist
that will make you brilliant at this!

19. Budget as statement of priority
Demonstrating priorities
via Budget reporting
Budget: Who are the business-minded allies that will keep an eye on your financial realities? Make your financial statements as convincing a document as
your “Statement of Longing.”

20. 24 Month Calendar
Stewarding your finest assets
24 Month Calendar
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This is where you offer your best Stewardship of your finest assets: relationships and time! Show your tasks and deadlines on this calendar. Also, show your public events here. Develop a
clear calendaring process that generates the greatest level of commitment in your core team. Plan ahead 24 months as an approach to gather teams for each event. Avoid “burning out”
your most committed members.

21. Further Resources:
10 Steps to Successful Strategic Planning by S. Barksdale and T. Lund
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Planting Churches Cross-Culturally by David F. Hesselgrave
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Getting Things Done by D Allen
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Planting Missional Churches by Ed Stetzer
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The Social Media Gospel by Meredith Gould
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David Logan presents the 90-day microStrategy: http://www.youtube.com/
watch?v=exWfICLCVa4
10 Steps to Successful Strategic Planning by S. Barksdale and T. Lund
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Planting Churches Cross-Culturally by David F. Hesselgrave
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Getting Things Done by D Allen
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Planting Missional Churches by Ed Stetzer
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The Social Media Gospel by Meredith Gould
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David Logan presents the 90-day microStrategy: http://www.youtube.com/watch?v=exWfICLCVa4

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And here is that template for your use.

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Reverend Tom Brackett
Episcopal Church’s Missioner for New Church Starts & Missional Initiatives
646-203-6266
tbrackett@dfms.org