Holy Blossom Temple Our Journey of Rabbinic Transition Summer

Contents 1.Overview 2.The Journey of Rabbinic Transition 3.An Organizational Framework for Rabbinic Transition 4.Estimated Timelines for our Rabbinic Transition 2 Holy Blossom Temple Journey of Rabbinic Transition

Overview Rabbinic Transition Framework: – This presentation summarizes the framework approved by the HBT Board of Directors on May 31, 2012 for planning and implementing our Rabbinic Transition Process. – Materials herein draw almost entirely upon URJ resources related to the journey of rabbinic transition. The primary URJ sources are Rabbi David Wolfman, who until recently was the Lay-Clergy Relations & Transition Specialist at the URJ, and Dr. William Bridges, an expert in Transition Management for organizations of all kinds. – The framework has been reviewed and is supported by Rabbi Dan Freelander, URJ Senior Vice-President and Rabbi Arnie Sher, former Director of Placement of the CCAR (retired) who each bring deep experience to this area and are also advising the Temple during our transition process. Transitional Rabbi: – The URJ wisdom indicates that the presence of a Transitional Rabbi is an underlying and foundational component of a healthy Rabbinic Transition. Whether on a full-time, part-time or consulting basis, the involvement of an experienced, objective Rabbi, with specific training related to this journey, is known to provide beneficial support and guidance to all involved including, the Senior Staff, the Senior Rabbi, the congregation, and the lay leadership. The Temple’s professional staff have indicated strong support for this concept. This framework assumes that Holy Blossom will follow the URJ’s recommended practice and that the process engaging a Transitional Rabbi will be completed soon. 3 Holy Blossom Temple Journey of Rabbinic Transition

Overview cont’d The Journey of Rabbinic Transition: – The Journey of Rabbinic Transition is presented as a four stage process. This document outlines the purpose and activities of each stage in rough detail. The timing of the stages are not absolute. Members of the congregation will be expected to move through this journey at varying paces. Proposed Organizational Structure: – An organizational framework is presented which lays out a committee structure designed to provide for effective oversight and execution of the multiple activities required to implement a successful Rabbinic Transition. Estimated Transition Timelines: – An estimated timeline is provided to help guide the Board of Directors and the congregation in discussions. 4 Holy Blossom Temple Journey of Rabbinic Transition

5 Healing DiscoverySearch Integration Holy Blossom Temple Journey of Rabbinic Transition The Journey of Rabbinic Transition is structured as a four stage process because this best describes the key milestones that congregations work through during this very sensitive and important period. Although it is understandable that some would suggest we should move quickly through this period of uncertainty, best practices indicate that a congregation should not rush through the transition without allotting appropriate time and energy to each stage. The URJ stresses that proper attention to each phase is a critical requirement for successful outcomes.

6 Healing DiscoverySearch Integration Holy Blossom Temple Journey of Rabbinic Transition The first stage is Healing: This is the process of Coming to terms with the emotions and interpersonal stresses that are associated with the retirement of Rabbi Moscowitz. While many are looking forward, others feel the loss of “their” rabbi. We must identify, respect, and give voice to the feelings of all parties and Acknowledge that this time is laden with a range of emotions including sadness, hurt, frustration, anger, uncertainty and expectation. It is important to recognize and support the differing needs of Rabbi Moscowitz, Professional Leadership, Lay Leadership, and the Congregation at Large. Also we must Ensure that professional staffing levels are well maintained and this motivates the need to engage a Transitional Rabbi and potentially other Rabbinic support in order to ensure proper care continues uninterrupted for all members.

7 Healing DiscoverySearch Integration Holy Blossom Temple Journey of Rabbinic Transition The second stage is Congregational Self-Discovery: This is a time where we ‘search within ourselves’ in order to help develop a common vision of our future together and clarify our aspirations for senior rabbinic leadership. The plan is to organize facilitated gatherings and focus groups in which as many congregants as possible give meaningful input to provide clarity regarding: Our vision for the future Our needs and wants as a congregation Our purpose as a congregational community and Our aspirations for Senior Rabbinic Leadership

8 Healing DiscoverySearch Integration Holy Blossom Temple Journey of Rabbinic Transition Following the introspective discovery period we will be prepared for the third phase, Search: This involves the selection process for a new spiritual leader who matches the articulated congregational expectations for our future. The process will be informed by the Congregational Self-discovery as to key search attributes. It includes: Canvassing and studying the credentials of appropriate candidates Visiting, observing, and interviewing prospective candidates Coordinating in-depth sessions between prospective candidates and the Professional Staff. Coordinating the introduction of prospective candidates to the congregation and finally, recommending to the Board of directors which of the candidates be engaged by the Temple as the new spiritual leader for our congregation.

9 Healing DiscoverySearch Integration Holy Blossom Temple Journey of Rabbinic Transition The journey of Rabbinic transition does not end when a new spiritual leader is hired. The Integration phase is critical to success: At this phase it is essential to continue working with all constituencies in the congregation to promote the successful integration of the Senior Rabbi Designate into the life and spirit of the congregation. Events will be planned to welcome the Senior Rabbi Designate and excite/galvanize the congregational community. We will strive to provide the future Senior Rabbi and family with opportunities to become involved in the congregation and community. The clarification and alignment of the mutual expectations of the Senior Rabbi Designate, lay leaders and the congregation needs thoughtful attention during this period. To that point, it is highly recommended that we use the resources made available by the URJ, including the Shallat Rabbinic Transition Program and Retreat which is a time for the senior rabbi and senior lay leaders to retreat, reflect and consider the first year of the new relationship, and identify what’s working, what’s not and how to fine tune the partnership.

10 Holy Blossom Temple Organizational Framework for Rabbinic Transition In order to properly manage a successful transition, a structure which facilitates overall coordination and control, and at the same time provides for marshaling resources on a phase by phase basis was deemed appropriate. As is shown on the chart, the framework envisions a Rabbinic Transition Steering Committee, accountable to the Board of Directors, and 4 sub-committees, one for each of the transition stages previously described.

11 Holy Blossom Temple Organizational Framework for Rabbinic Transition The Rabbinic Transition Steering Committee’s Mandate is the Overall coordination and control of the multi-year Rabbinic Transition Process, from selecting the Transitional Rabbi to integrating the Senior Rabbi Designate. Proposed Leadership for this committee is a Chair and Vice-Chair, each Holy Blossom members of high standing with experience in governance and transition management. Additional committee members will include, the Transitional Rabbi, the Senior Associate Rabbi, Select members of the Temple with relevant expertise, and the Executive Director.

12 Holy Blossom Temple Organizational Framework for Rabbinic Transition The Congregational Healing Committee’s mandate is to help the congregation heal and come to terms with the emotions and interpersonal stresses implicit in the retirement of Rabbi Moscowitz and to Guide the Lay Leadership and Professional Staff through a process of reflection, healing, and forward thinking. The Leadership for this committee will be the Transitional Rabbi as Chair, and Rabbi Splansky (our senior associate Rabbi ) as Vice-Chair. Additional committee members will include Representatives from a cross section of temple membership, the Membership Chair, the Worship Chair, the Jewish Living Chair, the Sisterhood President, the Brotherhood President and our Professional Staff.

13 Holy Blossom Temple Organizational Framework for Rabbinic Transition The Congregational Self-discovery Committee’s mandate is to ‘search within ourselves’ in order to develop a common vision of our future together and our aspirations for senior rabbinic leadership. The committee Chair will be a Member with expertise in coordinating, planning and executing strategic activities of this kind. Additional committee members will include Representatives from a cross section of temple membership with relevant expertise, the Transitional Rabbi, the Senior Associate Rabbi, the Administration Chair and the Executive Director.

14 Holy Blossom Temple Organizational Framework for Rabbinic Transition The Rabbinic Search Committee’s mandate is the selection of a new spiritual leader who matches the articulated congregational expectations for our future. This committee’s Chair and Vice-Chair will bring expertise in rabbinic issues, have understanding and experience in the Reform movement, and will be members in high standing who hold the trust and confidence of the congregation. Additional committee members will include, Representatives from a cross section of temple membership who have appropriate backgrounds in any of; search, worship, social action, and Jewish scholarship. The Worship Chair and Education Chair will also sit on this committee.

15 Holy Blossom Temple Organizational Framework for Rabbinic Transition The fourth committee is the Rabbinic Integration Committee. Its mandate is to engage all stakeholders in the successful integration of the Senior Rabbi Designate into the life and spirit of the congregation. The Chair and Vice-Chair of this committee will be members with deep ties across the congregation. Additional committee members will include, Representatives from a cross section of engaged Temple members, the Worship Chair, the Jewish Living Chair, the Membership Chair, the Sisterhood President, and the Brotherhood President.

16 Holy Blossom Temple Estimated Timelines for Rabbinic Transition Estimated earliest starting point of each stage Transitional Rabbi The chart shows the four stages of transition in different colors across a timeline from the Spring of 2012 through December We can expect certain key milestones: The Transitional Rabbi will join us in September The Self-discovery phase will begin after the High Holy Days of 2012 and run through the Spring of The Search Committee will begin its work in the Spring of 2013 and will be engaged through June of though possibly longer. The contract cycle for most congregations and rabbis normally runs through the end of June each year. As such, it is most likely that a successful candidate ‘s timing will be constrained by that common practice. All things considered, it can be reasonably expected that the congregation will have selected and engaged our new Senior Rabbi Designate before the High Holydays of 2014.