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Values Inventory

An exercise examining your congregation's goals and values, evaluating successes and planning for the future.

What are the three to five current key measures of success of the congregation, that is, what do you measure to evaluate how well the congregation is doing right now?

1. _______________________________________________________________________

2. _______________________________________________________________________

3. _______________________________________________________________________

4. _______________________________________________________________________

5. _______________________________________________________________________

In your estimation, how has the congregation been doing in the last few years with regard to each of these measures?

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

What are three key areas in which the congregation will have to excel in order to succeed in the future with regard to the following?

a. Services/programs/benefits offered to members

_______________________________________________________________________

_______________________________________________________________________

b. Operating/governing practices

_______________________________________________________________________

_______________________________________________________________________

c. Use of financial, human and physical resources

_______________________________________________________________________

_______________________________________________________________________

d. Other factors

_______________________________________________________________________

_______________________________________________________________________

What are the widely shared key values within the congregation in each of the following areas?

a. Values regarding religious services _______________________________________

_______________________________________________________________________

_______________________________________________________________________

b. Values regarding board governance ______________________________________

_______________________________________________________________________

_______________________________________________________________________

c. Values regarding operating practices _____________________________________

_______________________________________________________________________

_______________________________________________________________________

d. Values regarding money and financial resources ____________________________

_______________________________________________________________________

_______________________________________________________________________

e. Values regarding role of the rabbi ________________________________________

_______________________________________________________________________

_______________________________________________________________________

f. Values regarding education ______________________________________________

_______________________________________________________________________

_______________________________________________________________________

g. Values regarding sense of community _____________________________________

_______________________________________________________________________

_______________________________________________________________________

h. Values regarding the world within which the congregation lives ________________

_______________________________________________________________________

_______________________________________________________________________

Type: Evaluation Tool