The Orlando Platform
Preamble
We as the Unitarian
Universalist Association have maintained the same numbers of members nationwide
since our merger in 1961. However, the
percentage of our membership has shrunk over the last fifty years when compared
to the population growth of the country. The Unitarian Universalist Association
has been impacted by this stagnation of growth and is on a path of streamlining
its governance in order to be proactive in its decisions for our future.
Our faith is not growing,
and we are not doing what is necessary to enable ourselves to have an effect on
the world. The question arises: Are we going to disappear, to continue to
stagnate, or to transform the world? The Cambridge Platform, written in
1648 as a guide for how we conduct ourselves with congregational polity, had
two major themes or directives: That each congregation makes its own decisions
and calls its own leadership; and that congregations cooperate with and be
accountable to one another. It seems that our Association has gotten good at
doing the first of those. What is now needed is a maturation of our Association
in embracing the second.
Purpose
The Boards, Staff, and
Trustees of four UUA districts came together in Orlando, Florida, on December
3-4, 2010, in an historic and amazing meeting to consider governance questions,
and more fundamentally, how we wish to structure the relations among our
congregations. The districts involved – Florida, Mid-South, Southwestern
Conference, and TJ – comprise the Southland Region of the UUA. Consultant Joe
Sullivan led us through this weekend.
Our stated objectives were to:
- Consider how to best serve Unitarian
Universalism, the congregations and Unitarian Universalists, both present and
future, in terms of structure, governance, service, and language.
- Examine how to stay in relationship with each
other, with our congregations, with staff, with Unitarian Universalists.
- Build working relationships among the Boards of
the four Districts and build a sense of religious purpose for the work.
- Develop a common sense of the issues and
opportunities facing Unitarian Universalist leadership reorganization,
governance and service delivery throughout the system.
- Identify the possible changes in organization,
governance and/or service delivery necessary to best support our congregations
in their mission.
- Determine the next steps required to make those
changes
Through small group
conversation in mixed groups and with their respective boards, participants
engaged in the religious work of examining our connections and determined the
time was right for making major changes in our governance systems. Though not
all the answers are yet clear, we proceed in faith and in covenant with one
another, seeking the ways to best serve and connect our congregations and
districts.
Themes
Through our conversations
with one another several recurring themes emerged which although not unanimous,
were widely agreed
upon. These themes, in no particular order, were:
- There
is duplication of effort in governance that is not serving our members, our
congregations, our districts, or our faith
well. There is much confusion on who and what we are governing. The roles of
the District Board and the UUA Board of Trustees are unclear, but it appears
that both governing bodies are trying to govern the same systems. Thus, too
much of our resources, both financial and human, are being expended on a
governance system that is ineffective.
- Lines
of communication, though not broken, need much improvement. District boards need to talk with and listen
to our members, our congregations, our ministers, affiliated organizations,
district and UUA staff, other district boards and the UUA Board of Trustees.
Moreover, our members and member congregations need to talk and listen to each
other, their district boards, district and UUA staff and the UUA Board of
Trustees. We believe that these communication issues have led, in some part, to
a breakdown of trust which needs to be healed so that collectively we can move
forward, grow our impact in the global community and get on with the work of
our faith: nurturing spirits and healing the world.
- Through
deep conversation and listening, we need to develop the covenantal
relationships which are the cornerstone of our polity. Congregations must be in relationship with
and accountable to one another and the larger Unitarian Universalist world.
Conversely, the UUA must be in relationship with and accountable to the individual
congregations. It is imperative that we work collectively to put our faith
forward, loving the faith more than the argument; so that we can do the
religious work that we are called to do. In doing this work we will focus
outside of our walls into the larger community where people are lost, hurt and
wanting. We will carry our Universalist message that “you are loved, loveable
and loving” outside of our doors and into the world.
- Congregations
create good leaders. Many of these
leaders, in time, move out of congregational leadership as their faith calls
them toward fulfilling the larger Unitarian Universalist mission. We must
provide a mechanism to hold, nourish, and respect these elders; allowing and aiding them to be of meaningful service to
our faith.
- Regionalization
is important to the larger movement in creating an economy of scale and in
sharing resources across the districts of the region. Of equal importance there
is a need for some intermediate structures formed in a covenantal manner to provide cultural understanding for individual
geographic and demographic areas, delivery of services, and a focus on what
pulls at the heartstrings of a particular region. Moreover, there is a need to
build strong “Clusters” where the focus can be on particular needs and where
congregations can build covenantal relationships of accountability.
- Increased
democratization of our organizational structures is needed. It is a religious
imperative that ours be a democratic faith; we have work to do in order to
fulfill that charge. The work before us includes focusing on linkages between
the various entities that make up our faith, opening up space for the inclusion
of voices unheard, and ensuring the full engagement of one another in the
ongoing process that is Unitarian Universalist faith and practice.
Governance
We came to an agreement
on our definition of governance: a governing body that on behalf of some group
performs these three functions: Setting
direction, granting power to go towards that direction, and verifying performance
in light of the named direction.
The Unitarian
Universalist Association Board of Trustees has as its sources of authority and
accountability the following:
- Our
member congregations
- Current and future generations of Unitarian
Universalists
- The heritage, traditions, and ideals of
Unitarian Universalism
- The vision of Beloved Community
- The Spirit of life, love, and the holy
This board is elected by
the congregations. It was the consensus of the four district boards that there
be only one governing body elected by the congregations. The UUA has established ends which it will
pursue in accountability to the sources of authority. The districts chose to suspend the districts’
ends in favor of the association’s ends. Further the districts chose to
re-align district staff to be employees solely of the association and not
co-employed, empowering the UUA to direct the staff towards the completion of
its ends which were developed by congregations through the General Assembly.
There may be other ways for Districts to
foster Unitarian Universalism within their area without duplicating the efforts
by being another governing board. It is
the belief of these districts that we are re-engineering the spirit of the
Cambridge Platform for the 21st century and beyond through this
ongoing work.
Possible
Visions
Many questions remain
about how to make these changes. We must create solid opportunities for
leadership and leadership development at all levels of our Association. We must
create ways for a single governing board to be democratically informed in its
formation of ends and policy, and to be democratically accountable for those
ends and policies in action. We must seek out and define what we can gain from
an Elder model of leadership, as was the way of our Congregationalist forebears
Moving forward requires a
discussion to unfold on how congregations are to fulfill the other half of the
Cambridge Platform: To walk with each other, cooperate among congregations, to
engage in multi-congregation projects,
to hold each other accountable when we are operating without regard to
our agreed upon principles. Through this our expectations can be raised of what
can spring from our religious association, and gain a more focused, confident,
and forward-thinking perspective. We can perhaps have the courage to look
outside ourselves and to the larger community, replacing insularity with
engagement, and autonomy with principled cooperation. There are also practical discussions
regarding financial and resource equity across the districts; about UUA and
District dues structures; and regarding the
fiscal responsibilities of district owned assets and liabilities.
Districts have a role in the region in
continuing the cultural understanding of a particular area to the association.
In partnering with the UUA, Districts will empower the Association to reach its
desired ends within a specific locale. Moderator Gini Courter said, “Let’s not
put people passionate about Unitarian Universalism on [a district] board but
put them in outreach and as a witness to the faith.”
There are many ways to
envision our next evolution of locally organized Unitarian Universalists. The role of Clusters and elders received
attention at the meeting, so deserve attention here, though mechanisms have not
evolved for implementing the ideas and themes expressed. Districts have a special opportunity to
foster strong clusters that are in relationship with one another and that hold
each other accountable to our sources of authority. Our congregations have the ability to create
the change our faith calls us to see in the world only if they are in
relationship with one another and are held accountable to each other. A Cluster can be defined along geographical
or affinity lines to enhance the lateral relationships between congregations. A
geographical Cluster would be the congregations within a city or state or
region. An affinity Cluster would be any two or more congregations that are
similar in size or in governance structure, or congregations that choose to
collaborate on a mutual issue or concern such as social justice. Clusters can
formalize cooperation and share skills and knowledge on congregational life
issues such as growth, leadership development, or stewardship. Models of
geographical and affinity Clusters are already being developed within the
Southland region and within our Association. Districts are in a special
position to support these Clusters to form covenants of relationship with each
other, share resources, support each other, and consult with their congregational
elders on common concerns. In this way, Districts would foster a shared
ministry approach within the district between and among congregations, enabling
our faith to become more than just the sum of our parts. Districts could
encourage congregations to not sit on a franchise simply because the
congregation made decisions regarding their desired size, but rather seek to
inspire the formation of additional congregations in locations where our faith
has the potential to expand its presence.
The District boards could
evolve from their current role of providing programs or developing policies to
being a council of elders of the faith. Elders in this context are individuals
who are recognized for their leadership skills, spiritual maturity and who practice
healthy congregation behavior. Elders in this sense would not be restricted to
any specific age, for all ages are capable of expressing leadership skills,
spiritual maturity and healthy behaviors within their life experiences.
Districts would have a vested interest in developing elders within their
congregations through mechanisms already in place and in the creation of new
models for leadership development and through regional mechanisms such as the
Leadership Experience models. Youth leadership development opportunities are
vital in the development of elders across the spectrum of congregational life
and should be a prominent part of this effort.
Elders could be
elected by the congregations to assist the UUA and UUA staff in fulfilling the
ends mission of the faith. They could be witnesses to the faith, charged with
outreach to support the growth of Unitarian Universalism within the district,
the region, and beyond. They could be a body of volunteers to augment the
programs delivered by UUA staff. A way of speaking of this is to call it a shared
ministry, and that concept can serve to make us more clear on our role as
leaders or Elders, and frame how we can serve our faith and each other. The
Elders could be empowered to hold congregations accountable when operating
without regard to our stated principles as part of our covenantal
congregational polity and support elected elders. Equally, they could be
empowered to lift up what is working in our congregations and assist in sharing
the wisdom learned. This council would strengthen mutual linkages between the
congregations and the UUA Board through their consultation with district staff
and through their relationship with congregations. This council of elders would lead
conversations in congregations about covenanting together as a cluster of
congregations, as a district, as a region, as a people of liberal religion to
grow as a faith community. The decision
to nurture our spirits and heal the world is larger than any one congregation;
it requires a covenant between and among congregations.
Next
Steps
- We
need to maintain the spirit and identity of Unitarian Universalism, inspired by
the Cambridge Platform and all those who have brought us to where we are
today. Recognizing that the outcome may
be different from what we envision today, we will continue the work, grounded
in covenant and democracy.
- It
is crucial that we invite the leadership of the congregations to join in the
discussion and the work of making the changes necessitated by our need
for growth, relevancy, and spiritual deepening. The District boards are
encouraged to be discussing these concerns with our congregations.
- As
Board members we might benefit from seeing ourselves in the role of community
organizers, wherein our job is to organize ourselves out of the job. This means
the creation of other roles and structures at an intermediate level that serves
our congregations and the wider world better than the current Boards do.
- We
must ensure that programs and special projects don't fall through the cracks.
We need to think about how our staff will be affected and how their skills and
time can be utilized most effectively. There is a saying from various social
movements that can be a watchword for us: “Those who have principles but no programs,
turn out in the end to have no principles.” We must be up to this challenge.
- District
Board Presidents from Southland will follow up with their counterparts in other
regions, informing them of our positions and encouraging further conversation.
- A
primary pursuit is to formalize Cluster
relationships, possibly along the lines described above. In this process we want to bring congregations
along in thinking about how our faith is to develop in the future. We want our
congregations involved in supporting the democratic process that this work will
entail.
- We
will be looking to strengthen our leadership. This means both increased
opportunities for leadership development, and increases in the positions of
leadership that are available. This includes creating a plan of support for
youth and youth programming, as youth leadership opportunities are of vital
importance if we hope to retain our younger people and to have a future as a
faith. We will look at creating
intentional structures for identifying leaders, with emphasis on operating
through the lens of anti-racism, anti-oppression, and multiculturalism.
Closing
Collectively we feel good
about where this discussion is leading. There was a broad acknowledgment that
all of these concepts are in process, and that many more voices are
needed in order to move us forward. In this we are excited about what these
changes can do for the growth of our faith, and moreover to strengthen its
ability to affect spiritual transformation, to build authentic community, and
to change the world.
What we are
really talking about is relationships. How are we to be in relationship
between and among congregations? In Clusters, Districts, and Regions? How are
we to be in relationship with the UUA?
We need to ensure linkages with each other are strengthening to grow our
faith and impact on the world. This calls for an immense amount of creativity
and ingenuity in the creation of truly democratic structures. It also requires
that we are diligent in our work to bring in voices from the edges, and from
those that have not been heard.
Are we going to
disappear, to continue to stagnate, or to transform the world? This remains an
important question. Gini Courter said
to those gathered in Orlando, “We don’t have 10-20 years
to get this right. Let’s not put people
passionate about UU on the board but put them in outreach and as a witness to
the faith. What is your dream? … What if we gave you money to do amazing
things? Get in touch with what makes
your heart sing? What ministry are you
called to? And what would it take to
have that kind of amazement and energy and ministry? What is better – what we do now or what we
could do then? This is the
conversation.”
Respectfully
submitted,
Ila Klion- Florida
District
Rev. Fred L Hammond-
Mid-South District
Rev. Jonalu Johnstone-
Southwest Conference
Nathan Alan Hollister-TJ
District
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