CONGREGATION BETH SHALOM LONG RANGE PLANNING REPORT INTRODUCTION
The Long Range Planning
Committee (“LRPC”) was formed in December2009 for the purpose of creating a ten-year plan for Congregation Beth
Shalom (“CBS”). Laura Shulman (“Shulman”) and Brian Miller (“Miller”), Immediate Past President,
are the Co-Chair persons of the Committee.
Arlen Lasinsky (“Lasinsky”)
is the Plan Coordinator of the committee, whose primary responsibility is to
coordinate the plan organization and documentation retrieved from each Segment
The name of the plan is
“Vision 2020,” which was a play on words indicating perfect vision for our
ten-year plan going out to the year 2020.
The purpose of Vision 2020 was to guide CBS in its quest for continuous
improvement and to meet the needs for the members of CBS. The ultimate goal is to make and continue
to have CBS be the best conservative synagogue in every facet in the
conservative movement. As described in
more detail below, the collaborative effort by many made this possible. Note that the goals and recommendations in
this plan are only goals and recommendations.
It will be the responsibility of the Executive Committee and Board of
Trustees to take the necessary steps to implement any or all of the goals and
CBS last created a Long Range
Planning Report in 1996. Although the
report from 1996 contained a great deal of useful and pertinent information,
the information in the report was not contemplated on an ongoing basis and consequently,
the report was not used for its intended purpose over the last fourteen years.
President of CBS since July 1, 2009, created the LRPC and assigned Shulman and
Miller as the two Co-Chair persons.
Miller and Shulman subsequently asked Lasinsky to join the LRPC as Plan
The LRPC consisted of
following segments and the individual assigned as the Leader for each segment:
Education and Social Action
The majority of the segments were
supported by a committee to assist the Leader; however, there were a couple of
segments that functioned by the Leader solely.
There were more than 100 committee members involved in all of the
The LRPC took several
measures to obtain information from the members and professional staff of CBS
to give the segment Leaders the ability to summarize issues and prepare goals
and recommendations for their respective segments:
- An online survey
was created so that members of CBS could respond to the questions on the
survey. There were approximately 320
respondents to the survey.
- Four separate
focus groups were conducted by the LRPC.
The four focus groups resulted in approximately 50 CBS members
participating in those focus groups.
- The Past Presidents’
Council met with Zoberman and Miller at the beginning of the data gathering
process to review goals and identify key reporting issues and strategy ideas.
- Approximately 62
Board of Trustees participated in small group sessions to convey ideas, suggestions
and feedback to the LRPC. Many BOT members have contributed ideas to the LRPC
over the entire process thru conversations with the co-chairs and/or committee
- Approximately 50
Board Members from the Sisterhood and Men’s Club participated in discussions to
convey their viewpoints with respect to issues and matters facing CBS in the
next ten years.
- Because of the
highest importance of this project, the entire professional staff was
interviewed to gather their thoughts and comments. Some staff were interviewed
by several different segment leaders.
Goals for each segment will
be reported separately. Each of the detailed
segment analyses and reports will be available to be used as a tool for the CBS Board of
Trustees to consider how each goal and recommendation should be addressed in
order to implement the necessary steps to reach those goals. The intent of this
long range planning report is that it is to be a “living document,” meaning that
the content is intended to be changed as necessary to update information that
may alter the original goals in the segments.
The LRPC believes and recommends the segments should be reviewed and
updated annually by the LRPC, a standing committee under the CBS President;
preferably in the summer of the upcoming year so that each new board can review
it during their annual board training. The LRPC further recommends that any new
information that becomes available during any given year, prior to the annual update,
should be the responsibility of the sitting President or Executive Director to
have it incorporated in the plan.
Finally, the LRPC believes that each goal be evaluated on an annual
basis, perhaps more often, if necessary, to measure the results and progress
for each goal.