Conducting a Congregational Assessment

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Instructions for Completing the Assessment Form

The purpose of this tool is to help you look at your congregation’s strengths and weaknesses in reaching out to seekers, welcoming guests, and including new members into the life of the community. This assessment tool requires the participation of a group of people who are interested in deepening the faith connections of members and newcomers, and reaching out to visitors and guests. Usually this will include your membership and/or outreach committees, and perhaps representatives from your Board or Council as well other key lay leaders and staff.

The assessment process can be done at one time, or divided into sections and given to leaders who have responsibilities in particular areas, with those leaders coming back together to synthesize the parts. This process could take 2-3 hours, or could run over several weeks to compile all the components into one assessment. Before you begin the Assessment please take a moment to read a few words on The Ministering Congregation.

The Assessment Form is available to download here as a Microsoft Word document After you complete this process, please send a summary of your findings and any suggestions you might have for ways for your congregation to improve in the areas you have noted which need attention, to:

The Rev. Dr. Tracey Robinson-Harris
Director of Congregational Services, UUA
25 Beacon Street,
Boston, MA 02108

or email your responses to: uncommondenomination@uua.org

This information will be very helpful in providing support and guidance to other congregations who are also engaged in this work!

Unitarian Universalist Association
25 Beacon St. | Boston, MA 02108 | 617-742-2100