Reinvention  Road  Maps 

Align  words and actions with  your  mission,  vision  and  values

What  are  the  BENEFITS  of  using  road  maps?

  • Maps help paint a  clear, compelling picture of your preferred future.
  • Maps help leaders set start and end dates for their dreams.
  • Maps help leaders discern  who can help carry out faithful next steps.
  • Maps help leader make better decisions and to set the right priorities.

WHO  could  benefit  from  using  road maps?

Use road maps with . . .
  • Yourself  -  to help you  consistently do what matters most to you.
  • Staff  -  to help leaders set, celebrate and collaborate on  goals.
  • Ministry teams  - to develop priorities and action steps around desired goals.
  • Elected leaders  - to achieve  short- and long-term goals for their church.
  • Collaborations - to keep everyone the same page about who's doing what.

13  TIPS  for  creating  your  road  map

  • Set worthy  goals that you're passionate about and willing to sacrifice for.
  • Align your plans with your purpose, priorities, and callings.
  • Take time to pray, discern, and dream before designing a plan.
  • Commit to working on it, reviewing it, and updating it on a regular basis.
  •  Decide what format or platform you'll use to create your road map.
  • Decide who will help co-create the road map.  Who will provide input.
  • Assign a point person and a due date for tasks listed on the roadmap.
  •  If a goal is assigned to a group, clarify which group member team  will "own' it.
  • Let go of perfection.  Learn to prototype.  Adapt and improve as you go.
  • View your road map as a working document that can be changed as needed.
  • Give yourself permission to do less and go deeper with what matters most. 
  • Giver yourself permission to drop or defer goals if you'r overcommitted.
  •  Anticipate obstacles.  Plan for them.  Work around  them.


You'll find three sample road maps to review below.  The  first map is a sample of  one's personal road map for 2022 that's organized around the 6Fs related to personal wholeness and well-being.  It also includes personal experiments to try this year along with 6 habits embed in one's life. The goals/intentions are organized by WHEN (which quarter of the year) that they'll be completed.

The second map is a 1 YEAR  CONGREGATIONAL ROAD MAP that focuses on the 4Gs - Gather, Grow, Give, and Go  - which reflect the language the church leaders use to describe their congregation's mission and vision.  It also includes 2 systems goals that will help the congregation execute its goals more efficiently.

The third map, a 1 YEAR STRATEGIC PLANNING TEAM ROAD MAP, outlines a planning process a church used to guide their visioning process which led to the development and implementation of their 3 year plan

Learnings  from  leaders  who  have  created  road  maps

  • Leaders have found it helpful  to break down  annual goals into quarterly "rocks."  The shorter timeframe creates urgency and helps people develop more concise, concrete plans to address RIGHT NOW.
  •  Leaders learned that if there wasn't a point person and a deadline associated with a goal or task, it usually didn't get done.
  • Leaders needed to create space/margins for dreaming and doing. It's hard to move forward if everyone working on the project is overcommitted. 
  • Leaders learned that some of the best results they experienced was when they wove their initiatives into what people were already doing rather than forcing people to create new habits and routines.
  • Reflecting on one's results is often  just as important as the  achieving the results. Reflection led to rethinking assumptions and approaches that often led to better ways to living and doing ministry than what they originally envisioned.

Jim's   2022  Leading  Well  Reinvention  Road  Map 

Completed Quarterly Goals (Q1, Q2, Q3, Q4) are bold type.
FAITH Intentions
  • Q1:  Schedule quarterly Sabbath retreats/getaways.
  • Q1:  Embed journaling & Daily Examen into morning routine.
  • Q3:  Explore new call/callings related being married empty nesters.
  • Q3:  Schedule meetings with a spiritual director.
  • Q4:   Attend Leading Well Retreat in Carefree, AZ.
  • Q4:  Finish listening to the New Testament (Message Version).
FINANCE  Intentions
  • Q1:  Budget $4000 to replace upper & lower level carpeting.
  • Q1:  Budget $1000 for start up costs related to 2023 Coaching podcast.
  • Q1:  Budget $1500 to edit second edition of  book, Surface to Soul.
  • Q1:  Budget for closing/moving costs related to new home.
  • Q1:  Set aside funds for Brett's and Kenton's college costs.
FUTURE   Intentions
  • Q1:  Update format/content of Leading Well tools.
  • Q3:  Create and edit Youtube 3 videos using Final Cut Pro.
  • Q3:  Log 1000+ coaching hours log; submit 2 new ICF recordings.
  • Q4:  Pilot the creation of Udemy-style online learning modules.
  • Q4: Set up Surface to Soul Podcast for January 2023 launch.
  • JAN-FEB:  Plan tomorrow the night before.(game-changer).
  • MAR-APR:  Don't eat after 8pm; fast 1 day a week. (lost 4 pounds).
  • MAY-JUN:  Go to bed by 10:30pm every night (sporadic attempts).
  • JUL-AUG:  Read & summarize 1 book a week.
  • SEP-OCT:  Add an affirmations 10+ emails every day.
  • NOV-DEC:  Post a picture everyday via email, text, or social media..
  • Q1:  Ski Telluride  with friends from Colorado.
  • Q1:  Spring break in Naples/Ft. Myers Beach with Gina & friends.
  • Q2:  Snorkel in Tulum; Beachtime in Isla Murelous
  • Q3:  Attend Ben's wedding  at Ranch Bernardo Inn in July.
  • Q3:  Hike Estes Park. Retreat at Highlands Ranch.
  • Q4:  Hike Sedona, Grand Canyon or Joshua Tree with Brett. 
FRIENDS  &  FAMILY  Intentions
  • Q1:  List people to reconnect with on a regular basis.  Call 2 people/week.
  • Q2:  Add.
  • Q3:  Post/comment on Facebook 3 times/week.
  • Q3:  Attend Ben's wedding  at Ranch Bernardo Inn.
  • Q4:  Invite friends to our home for dinner once a month.
FITNESS Intentions
  • Q1:  Average 7500 steps/day (52,500/week) via rebounder or walking.
  • Q1:  Reduce weight to 170#  through increased walking & exercise.
  • Q2:  Pilot 1MAD and 18:6 eating routines
  • Q3:  Develop weight-free exercise routine for home & travel  use.
  • Q4:  Participate in a sleep study; focus on better sleeping habits.
INFUSE SIX NEW HABITS into daily & weekly routines 
  • 1:  Post 2-3 Surface to Soul blogs every week.
  • 2:  Schedule  2-hour daily content creation time  blocks.
  • 3:  Create 2 Youtube videos per week for clients and Coaching School.
  • 4:  Reach/maintain "zero inbox" every day (organize folders).
  • 5:  Read at one book a week; summarize takeaways.
  • 6:  Create/practice 15-minute core exercise routine.
Learnings related to the creation and fulfillment of my goals 
  • I overestimate what I can accomplish in the near future and underestimate what I can accomplish in a given year.
  • My failure to fulfill certain goals can be reflection of my lack of motivation around the goals, a reprioritizing of what I currently think is most pressing, or an indicate that I may need help from others.
  • I need to focus as much on the journey as I do on the destination. I seek a purposeful yet playful mindset for setting and achieving what matters most to me.
  • If I'm collaborating with others, I often struggle using  systems that I  didn't help create. I need to tell others with I need to do my best work.
  • Clutter distracts and depresses me. My follow through is better when I remove the physical and digital clutter.
  • Listening to current affairs and news drains my energy. I'm changing with I listen to, read,  and watch.
  • Small action steps, consistently repeated, lead to significant results.I need to review, at least hourly, today's most pressing goals.

1  Year  Congregational  Road  Map 

GATHER  to  welcome,  befriend,  and  celebrate


Q1:  Create a more welcoming home page and website for newcomers visiting our site
  • Create welcome video from pastor to post on the home page.
  • Create a "first-time visitors/What to expect" page on website.
  • Add high quality, people-oriented  images to site that  age and ethnic diversity.
Q2:  Introduce 10-minute "caring conversations" time into  leadership meetings.
  • Add caring conversations to staff, ministry team and elected leader meetings.
  • Add caring conversations to worship service once a month and to annual meeting agendas.
  • Include caring conversations in New Ministry Partners orientations and choir/band rehearsals.
Q3:  Create a Facebook team and posting schedule designed to generate online conversations.
  • Develop job description for Facebook team and criteria for selecting team members.
  • Recruit team members; orient team; create plans for curating content to post.
  • Create schedule for posting content and plans for growing # of followers.
Q4:  Provide online and in person hospitality training focused on relationship-building.
  • Assemble training team to develop online and in person hospitality training. 
  • Design training modules for asyncronous training training and follow up.
  • Design training modules for in person training: schedule and promote training dates.




GROW  spiritually  vital  households  around  daily  faith  practices


Q1:  Highlight parenting, grand parenting, and god-parenting as callings in people's lives.
  • Plan and lead "Helping Parents and Faith Mentors Pass On Faith" Sermon Series.
  • Introduce the role of parents and faith mentors in helping young people grow spiritually. 
  • Share weekly faith stories about ways people can help others follow Jesus every day.
Q2:  Introduce 1 new spiritual practice for  households can "try on" each quarter.  
  • Curate content for demonstrating lectio divina, examen, dinner prayers, and Sabbath-keeping moments.
  • Design plans for demonstrating spiritual practices  onsite/in person.
  • Design plans for demonstrating spiritual practices via Youtube, emails, texts, and social media.
Q3:  Introduce faith stories/testimonies into the worship services  or "take-home tools" at least twice a month. 
  • Embed 2 or more faith stories into sermons, prayers, ministry moments, and  "take-home" tools. 
  • Create a series of video clips highlighting  ways members are currently living into their callings.
  • Pilot 2 new home-based small group studies based on weekly lectionary readings.
Q4:  Host a Youtube/Zoom 4-week series to support parents/grandparents in being faith mentors for young people. 
  • Create Faith Mentoring team to create 4-6 Youtube videos to be used with small groups/households. 
  • Pilot sending Youtube links via texts, inviting members to sharing their learning, experiments, etc.
  • Promote short-term video series at new member and faith formation orientations.




Help  members  GIVE   and   SERVE  generously  and  joyfully


Q1:  Include stories of transformation and generosity with quarterly giving statements.
  • Create sample scripts to give to members to use as templates for writing their own faith stories.
  • Create giving statement script that include Ask, Thank, Tell language & highlights forms of engagement.
  • Capture stories and quotes from individuals/organizations who benefit from our church's generosity.
Q2:  Increase, the  percentage of members who give online to more than 40 percent.
  • Pilot the use of Tithely to support online giving; list members to personally invite  to give online.
  • Launch giving by text option for donors; promote giving by text during worship and at special events.
  • Include opportunities to donate (1 time and online) when registering for activities.
Q3:  Reframe stories shared about generosity through the lens of Ask, Thank, Tell.
  • Capture Ask, Thank, Tell stories from paid staff, elected leaders and members of the stewardship team.
  • Capture Ask, Thank, Tell stories from 2 new members and  2 members from every generation
  • Capture transformation stories from ministry team leaders.
Q4:  Update the church website to include why content related  what we do.
  • Update WHY content on the Homepage, the Staff page, and the Giving page.
  • Update WHY content on the  Faith Formation and Servant Opportunities page.
  • List and create 6 Youtube videos that capture the joys and benefits of  being an engaged member.




GO  into  our  neighborhoods  to  befriend  and  bless  people

Q1:  Conduct interviews with community leaders.
  • Make list of community leaders to interview and list of questions to ask; recruit interviewers.
  • Compile data; discuss and interpret results with church leaders.
  • Create written report and Youtube video summarizing learnings, recommendations, and next steps.
Q2:  Gather demographic information about our local community.
  • Inquire about demographic data City Hall has available for our use; research Percept and FaithX reports.
  • Compile report on demographics, share learnings with church leaders and members.
  • Use data to inform outreach efforts for the upcoming year.
Q3:  Host lunch with  local churches leader to learn from and collaborate with one another.
  • Set date, time and agenda for the event; email invitations to church leaders and local ministry partners.
  • Recruit individuals to manage registrations, order or prepare food for the event.
  • Set up meeting space for dining, hospitality and gathering of people's ideas and insights.
Q4:  Host 4 or more leadership meetings and events at settings beyond the church walls.
  • Have elected leaders meet once a quarter at a local setting; host off-site staff meetings once/month 
  • Invite leaders to share ways they see the local community changing at monthly meetings.
  • Identify individuals and organizations to befriend and potentially partner and meet with in the future.






Improve  SYSTEMS  to  select, onboard,  and support  leaders

Q1:  Update ministry descriptions for elected and ministry team leaders.
  • Review paid staff and elected leader job descriptions to better align with mission, vision, and values (MVV).
  • Assist leaders and teams with setting short-term (up to 1 year) goals that align with the MVV>
  • Schedule quarterly check-ins and annual reviews that focus on the fulfillment of the church's mission and vision.
  • Provide opportunities for leaders and teams to share what they need to thrive as a team; collaborate well.
Q2:  Update our leadership manual to include tools for leading meetings, planning events, etc.
  • Update policies found in the leadership manual to reflect new norms and best practices.
  • Add leadership skills section - leading meetings; setting, reviewing and updating goals, communicating well. 
  • Add "discerning goals and callings" section - provide sample discernment exercises.
Q3: Redesign nominating process to ensure that the right people are invited into the right leadership roles.
  • Clarify the role of the Nominating Team and the criteria for selecting elected and ministry team leaders.
  • Create invitation letter templates and update job descriptions for the positions to be filled.
  • Create checklist of items leaders will be oriented on BEFORE they begin their term of service.
Q4:  Have elected leaders read and discuss the book,  Teams that Thrive. 
  • Order books for leaders; decide on start/end dates for discussing and apply concepts from the book. 
  • Provide opportunities for leaders and teams to share what they need to thrive as a team; collaborate well.
  • Identify the essential elements our teams need to lead purposefully, prayerfully, and proactively.






IMPROVE  systems  to  increase  the  pace  of  progress

Q1:  Help leaders gain clarity about  what needs to happen in the next 90 days to their teams' purpose.
  • Have every team review their team's charge in light of the church's mission, vision, values, and goals.
  • Assign a coach/mentor to follow up with every team to discuss and possibly help clarify their goals.
  • Develop a process for helping leaders set, review, and celebrate their 90-day goals.
Q2:  Identify norms, practices, and procedures that slow down and derail the efforts of  their teams.
  • Invite teams into conversations about what they need to thrive, and what prevents them from taking action.
  • Identify norms, assumptions, and approaches that are "ripe for reinvention" - select 1-3 items to address.  
  • Assign a point person for each items to design a new way forward that will accelerate progress.
Q3:  Create an Annual Leadership Planning Calendar to help leaders collaborate and plan ahead.
  • Review sample leadership calendars; determine criteria for what items are listed on this calendar.
  • Create first draft of calendar; gather feedback from leaders; further refine list of projects and events.
  • Begin using the Leadership Planning Calendar to build monthly meeting agendas.
Q4:  Assist team leaders with creating and updating their  list of 30-day tasks team members can help complete.
  • Begin including list of possible tasks/next steps for team member in the monthly meeting agendas. 
  • Create new norms about what team members need to do between monthly meetings.
  • Build into future meetings agendas a review of recent celebrations and what what previously committed to.






1  Year  Strategic  Planning  Team  Road  Map  for  Congregations

STEP  1  |  Form a  Vision  Team  (2-3  months)

KEY RESULTS:  Recruit and orient your team; Introduce your team to the congregation.
  • Decide on the size of the team; write a ministry description for the team.
  • Identify crucial roles for the team and which team members will fulfill these roles.
  • Decide when meetings will be held, how often, and if they'll be in person or online.
  • Determine how team members will communicate with each other between meetings.
  • Determine where shared documents will be stored and how people will be able to access and add to them.
  • Introduce the team to the congregation - during worship, on website, email blast, and social media.

STEP  2  |  REVIEW  your  ministry  context  (2-3 months)

KEY RESULTS:  Create a Congregation & Community Report; share findings with the congregation.
  • Survey or interview staff and elected leaders; Create SCORE report.
  • Conduct Congregational Vitality Assessments (online survey, focus groups, etc.).
  • Compile a Congregational Identity Report that summarizes the uniqueness of our faith community. 
  • Compile a Community Context Report that summarizes learnings about our local community. 
  • Merge findings into a Congregation & Community Report; host listening sessions with members.

STEP  3  |  RETHINK  what's  possible  (2  months)

KEY RESULTS:  Host a visioning retreat to clarify what matters, our direction, and what to invest in.
  • Develop a pre-work packet for retreat participants.
  • Facilitate a vision-casting retreat to address core values, primary goals and strategies.
  • Identify norms and key messages that reflect emerging goals, values and strategies.
  • Write a Vivid Vision narrative describing God’s preferred future for our organization.

STEP  4  |  REINVENT  ministry  using  a  new  road  map  (2+  months)

KEY RESULTS:  Design a Strategic Plan (Road Map) highlighting key goals, strategies and action steps.
  • Transfer ideas and intentions from visioning retreat to digital road map.
  • Work with staff and Vision Team to develop tasks, timelines and accountability for key initiatives.
  • Meet with elected leaders to review/update lines of authority and timeline for all goals and tasks.
  • Live into the roadmap; walk alongside ministry leaders overseeing key initiatives.


PENNY  |  MAR 31
  SARA  |  JAN 15
 SARA  |  JAN 15
TEAM  | FEB  2


TIM  | JUNE 15


TIM  |  JUL 10
TEAM  | JUL 17


STAN  |  DEC 31
TIM  |  AUG 15

Are you interested in being part of an online coaching community

Get Connected. Go Deeper.

The coaching community includes Vibrant Faith coaches, Vibrant Faith Coaching School faculty, past and present Coaching School participants, and leaders who partner with or resource our coaching culture.
There is no charge for being part of this community.  If interested, click on the enroll button below.