Compass Associates

Strategic Direction

Clients

Christian Colleges and National or Regional Leadership Development


St. Louis, MO. October 26-27, 1988: Independent Christian Church Presidents and Deans ABHE Annual Meeting—Association for Biblical Higher Education (formerly American Association of Bible Colleges—AABC). Invited by Dr. Joe Ellis to present “A Proposal for an Intentional Response by Christian Colleges to the Dual Crises of Rising Costs and Enrollment Decline.”


Joplin, MO. January 12, 1990: Vocational Ministries Opportunities for Women: A Roundtable

Conceived, planned, implemented, and facilitated, this discussion of local women along with guest Dr. Eleanor Daniel. On January 24 submitted recommendations to senior academic leaders at Ozark Christian College.


Joplin, MO. July 1990: Ozark Christian College TrusteesStrategic Planning. Led the board of trustees, faculty, and administrative cabinet through the process of strategic thinking/analysis, strategic planning, annual operational planning and budgeting, and results management.


Cincinnati, OH. December 30, 1991: Rick Rusaw and Jim Stanley, Cincinnati Christian University

Starting July 21, 1991 through the end of the year, this consulting engagement resulted in the following highlights: 1) Recommended timeline and action plan for a capital campaign. 2) Developed Institutional Advancement Marketing Strategy demonstrating, as I did for Ken Idleman at Ozark Christian College, that 85% of enrollment, prospective students, alumni distribution, individual income, and church income, come from within a 350-mile radius of Cincinnati. 3) Generated a Key Alumni Contributors MEMO identifying the Pareto Principle 20% for enlistment as leaders in local and regional advancement strategies, 4) Produced zip code binders of the top 20 geographic constituent areas categorizing individual donors as “active,” inactive,” or “lapsed,” and further segmenting those donors into “alumni” or “non-alumni” groups.


Hartford, CT. March 2001. Faith Communities Today: A Report on Religion in the United States Today by Carl S. Dudley, David A. Roozen in conjunction with the Hartford Institute for Religion Research at Harford Seminary. While serving as Managing Director at the North American Christian Convention, served as a catalyst to involve key leaders (Sam Stone, Mark Taylor, and David Osborne) from the independent Christian Churches/Churches of Christ in the largest survey of congregations ever conducted in the United States. Six report sections: Introduction and Basic Demographics of the FACT Groups; Sources of Unity and Cohesion; Growth, Change, and Conflict; Congregational Life; Congregational Resources; and Leadership.


Cincinnati, OH. December 2011. Regional Pre-Teen Ministry Leadership Summit

Envisioned, organized and implemented a feasibility summit meeting of select leaders from Cincinnati, Dayton, Columbus, Indianapolis, Lexington, and Louisville to explore the unique needs, challenges, and opportunities of pre-teens (Grades 4-6). Church age-group leaders, Christian school leaders, educators in human development, camp directors, camp trustees, and curriculum creators/writers gathered to consider whether this one-time summit should become an ongoing regional team of leaders to create a vision and strategy for a tri-state pre-teen ministry initiative. As of December 15, 2011, a regional core group stepped up to continue this effort.


Not-for-Profit Organizations


Mason, OH 1988: Marian Cotton enlisted me to serve as a catalytic leader to launch a Pregnancy Care Center in Warren County, OH. Karen Gamble assumed “point leadership” to incorporate the ministry.


Cincinnati, OH. August 2010-Present: Jennifer Goodin, Executive Director, Greater Cincinnati Ronald McDonald House Charities

Ronald McDonald House Charities of Greater Cincinnati is the 3rd largest RMH out of over 300 facilities worldwide. In both 2010 and 2011 Jennifer Goodin invited me to facilitate a half-day of their annual all-staff retreat. In 2010 I administered and interpreted Myers Briggs Type Indicator Step II assessments. In 2011 I led discussion of the implications of Myers Briggs profile on Communication and facilitated a survival simulation to illustrate in a highly interactive way the importance of teamwork for making sound decisions.


Cincinnati, OH. November 2010-Present: Jennifer Goodin, Executive Director and Management Team, Greater Cincinnati Ronald McDonald House Charities. Provided executive coaching, talent advising, one-on-one MBTI Step II debriefings, and organizational design consultation.


Cincinnati, OH February 1-November 30, 2011: Andy Hansen and Chris Jefferson, Christ In Youth. Conducted a development audit and beta tested the feasibility of regional development representatives with primary focus on major donor development. Objective: to cultivate donor-for-life relationships with individuals, churches, corporations, and foundations within a 300-mile radius of Cincinnati. Accomplishments include compilation of a comprehensive development manual, gift pyramids and corresponding weekly activity for each type of gift income, and a master Case Moves Management System (CMMS) to inform donor software.



Missionary Teams


Caracas, Venezuela. April 1990: Jim Penhollow, Team Expansion Coach and the Caracas Venezuela Team led by Dave Linn. Spoke at Central Christian Church five times. Led three team devotionals, facilitated six workshop sessions on Strategic Planning, Annual Operational Planning & Budgeting, and Results Management, and conducted nine one-on-one personal consultations.


Dublin, Ireland. January 1991: Mark and Kelly Nichols, Team Leaders, and Team Expansion Dublin Team

Spoke for the Dublin Christian Fellowship on Sunday and during their mid-week study. Facilitated six workshop sessions on Strategic Planning, Annual Operational Planning & Budgeting, and Results Management, and conducted several one-on-one personal consultations.


San Jose, Costa Rica. August 1991: Scott/Cindy Lund, Coaches; Bill and Karleen Crandall, Team Leaders, Expansion Ecuador Team. Met with the newly formed Ecuador Team during their language training in San Jose and conducted a planning retreat in the mountains of Costa Rica. Facilitated workshop sessions on Strategic Planning, Annual Operational Planning & Budgeting, and Results Management, and conducted several one-on-one personal consultations.


Churches


Mason, OH. October 1990: John Turner, Senior Minister, Christ’s Church at Mason

Proposed Budgets for 1991 and 1992 including recommendations for the Staff sector.


Columbus, OH. December 1991 through June 1992: David Fordyce and Beechwold Christian Church

Served on Sunday mornings as the interim preaching minister during transition to Eddie Lowen.


Cincinnati, OH. February 17-18 and March 29, 1995: David Ray, Senior Minister, Parkside Christian Church (Mt. Washington). Facilitated sessions on Strategic Planning, Annual Operational Planning & Budgeting, and Results Management, “How to Define Your Church’s Mission and Vision,” and “How to Identify a Planning Team and Create a Planning Cycle.”


West Plains, MO. March 17-19, 2000: J. Michael Heston, Senior Minister, First Christian Church

Led a weekend leadership retreat including: “Pre-retreat Congregational Growth Mix Survey; ” “Introduction to S.W.O.T.,” “Inside-Out Living: The Leaders’ Worldview,” “The Effective Congregation: The Church on Purpose,” “God’s Design for Church Leadership: The Polity, Purpose, and People,” “Twenty Vital Signs of a Healthy Church,” “Fifteen Symptoms of Unhealthy Churches,” “Key Result Ratios of Effective Churches,” “The Rural Church in an Urban World,” “Strategic Planning Overview,” “Introduction to GAP Analysis,” “How to Define Critical Issues,” “The S.W.O.T. Debrief and Discussion,” “Debrief Congregational Growth Mix Survey.”


For-Profit Corporations


Joplin, MO. January 15, 1991: Chris DeWelt, President, College Press Publishing

Consultation began October 10, 1990 and included two interviews with Chris DeWelt, President, analysis of current mission statement, and critique of the 1989-90 and 1990-91 College Press Catalogs. In addition to providing several specific recommendations for improving the College Press Catalog, I made twelve recommendations under one of the following categories: Market, Leadership, Direction, Organization, Cash Flow, Reporting, and Evaluation.


Cincinnati, OH. 1996: Gary Mooar, Founder and CEO of International Academy of Hair Design

Conducted several workshops for students to assist them to understand and identify four fundamental temperament types so these service professionals could apply the “Platinum Rule” of interpersonal relationships in interactions with their clients—“do unto others as they would have you do unto them.”


                                                                         Life Coaching Clients


Cincinnati, OH. August 2010-Present: Jennifer Goodin, Executive Director, Greater Cincinnati Ronald McDonald House Charities

In 2010 Jennifer Goodin invited me to facilitate a half-day of their annual all-staff retreat. I administered, validated, and interpreted Myers Briggs Type Indicator Step II assessments for over thirty staff members.


Cincinnati, OH 1990 to Present: Because of the confidential nature of life coaching, it would be inappropriate to list specific names of the people with whom I have administered the MBTI (Myers-Briggs Type Indicator) Step II life coaching tool.  In general terms I have coached high school students, college students, engaged couples, individuals in mid-career transitions, and pre-retirees exploring a post-retirement life path.