GLOBAL ENDS MONITORING REPORT Submitted to UUA Board of Trustees on December 2011

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GLOBAL ENDS MONITORING REPORT Submitted to UUA Board of Trustees on December 2011 Policy 1.0 Grounded in our covenantal tradition, the member congregations of the Unitarian Universalist Association will inspire people to lead lives of humility and purpose, connection and service, thereby transforming themselves and the world. Policy 1.0.1. Congregations that unlock the power that transforms lives. In our congregations, participants deepen their spiritual lives. People: a. Develop a personal spiritual practice b. Participate in meaningful worship c. Learn and practice empowered leadership and generosity d. Find their ministry in the world. Operational Definition: We interpret this and all policies in the Global ENDS as calling upon UUA staff to provide resources to congregations and its leaders to accomplish each of the stated ENDS. The Tapestry of Faith curricula series, our work to reexamine support for ministry and all religious professionals, all of the work of the Multicultural Growth and Witness staff group, the congregational stewardship office, many books published by Skinner House, the efforts of the field staff, and countless other resources work toward this end. Rationale: UUA staff has concluded that the best way to measure progress towards UUA ENDS is to conduct a survey using email addresses that represent the most random sampling of Unitarian Universalists we could find. The survey asked questions related directly to these ENDS. Now, having created a baseline in December 2011, we will conduct the survey again each year and note changes. While causality is enormously difficult to determine, we believe the degree to which positive change occurred will indicate that the activities of UUA staff are effective in working towards the ENDS of the Association. More details about the survey: benefiting from the consulting services of Peter Francese, a widely recognized demographics expert and founder of American Demographics Magazine, a 27-question survey was created. 19 of the 27 questions were created specifically from the UUA Global ENDS. The other 8 were demographic in nature (age, state of residence, current membership status, etc.). Multiple choice answers were provided for 25 questions with two open-ended questions. Email addresses were obtained from the UU World recipient database. Approximately 121,000 Unitarian Universalists staff members, laypeople, donors, subscribers receive 1

the UU World print version. The UUA has e-mail addresses for approximately 28,000 of those 121,000. It is considered to be the most "random" e-mail distribution list of current UUA constituents available. (Most email lists are targeted to specific audiences ministers, religious educators, district presidents, UUA staff, etc.) A computer macro was created to select a random list of 3,200 individuals from the 28,000 in the UU World recipient database. The survey was sent to those individuals on Thursday, December 8, 2011. 3,040 of the 3,200 email addresses were valid. As of December 19, 1,298 responses were received a response rate of 43%. The charts embedded in this monitoring report show current responses. Change over time will be included in future years monitoring reports. Supporting evidence: 2

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Policy 1.0.1.2. Our congregations are: a. Vibrant, joyful and excited about their ministries 4

b. Intentionally multi-generational and multi-cultural c. Embracing and struggling with issues of oppression and privilege d. Open and inclusive in their outreach and welcome e. Ministries deeply shared by ministers and the laity f. Active participants in ministerial preparation and development g. Growing in membership h. Living their mission in their communities Operational Definition: We interpret these policies as calling us to provide resources to accomplish the stated goals. The Tapestry of Faith curricula series, our work to reexamine support for ministry and all religious professionals, all of the work of the Multicultural Growth and Witness staff group, the congregational stewardship office, many books published by Skinner House, the efforts of the field staff, and countless other resources work toward this end. Rationale: The survey discussed above in the monitoring report for Policy 1.0 was designed to begin annual assessment of what is actually happening in our congregations and, to the degree that it can be illustrated, whether the resources we offer are effective. Supporting evidence: The relevant portions of our survey are: 5

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Policy 1.0.2. Congregations that live in covenant with other congregations in our Association through: a. A strong, articulated sense of UU and community identity b. High expectations of their members c. Full participation in our Associational life d. Networking with each other Operational Definition: We interpret this policy to call us to find numerous ways of encouraging our congregations to work collaboratively and creatively with one another. Congregations that live in covenant with one another and the larger Association will naturally show evidence of that through their financial support of district and UUA fundraising. This year we have begun the work of assessing how the Annual Program Fund can support these goals. Rationale: 11

Again, our survey, mentioned above, attempts to begin capturing metrics for these goals. The relevant portions are the following: 12

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1.0.3 Congregations that move toward sustainability, wholeness and reconciliation 1.0.3.1 Our congregations answer the call to ministry and justice work: a. Grounded in the communities in which they live b. Nationally and internationally c. With interfaith partners and alliances 1.0.3.2 The public engages in meaningful dialogue and takes action informed by our prophetic voice and public witness. Operational Definition: Our commitment to having a public voice that reflects the liberal religious values of Unitarian Universalism has never been greater. We interpret these policies to direct the Administration to make every effort to find platforms for voicing the values of our faith in the public arena in a way that influences discourse and moves toward a more just society and more engagement by our congregations. Rationale: It should be noted that the last few years have dramatically refined our decisionmaking processes for decisions about what public matters we engage in. We use these criteria for in the process: a) grounding (do we have grounding in G.A. resolutions?) b) fit (do we have resources available, e.g., offices, curricula, staff?) c) opportunity (will our voice be heard in the public arena?) d) accountability (an evaluation of our relationship with communities affected by the issue and of our relationship with coalition partners). The survey discussed above attempts to begin capturing metrics for our public witness work. The relevant portions are as follows: 14

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1.0.4. These ENDS are all of equal importance and are to be achieved within a justifiable cost, with their priority set by the president. Operational Definition: This policy calls for each section to be of equal importance, with the understanding that priorities are to be set by the president. Our priorities and thus our budgeting have been and are guided by the three ongoing goals of this administration: Growth Public Witness Ministry for a New Age Rationale: As you see, scattered through this ENDS monitoring report, we have begun capturing metrics for future analysis. Supporting evidence: Supporting evidence for these ENDS is embedded in the reports shown above. Additionally, it should be noted that priority has been given as follows: Conclusion: Growth: The Gathered Here initiative and the expanded Diversity of Ministry work. Public Witness: Immigration justice. Ministry for a New Age: The Strategic Plan for Professional Ministries. We report non-compliance. These ENDS are open-ended and success must be measured by continuing progress. ADDENDUM: Below are the demographics of the 1,298 respondents to the survey. 17

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