OLM CMD REVIEW

Church of Scotland Ministries Council/Supervisor Appraisal Form

Please save this form as: (OLM NAME)-OLM REVIEW REPORT-(PRESBYTERY).

When complete return to the Ministries Council:

A copy should be retained by the appropriate Presbytery Committee, and by the OLM

Name of OLM / Date:
Current Role: / Reporting to:
Dates commenced: / Review personnel:
GUIDANCE:
The aim of this Review is to enable a positive enhancement of your ministry, reflecting individual context but not limited to your current placement. By reflecting upon the context of your ministry, reviewing the recent past and looking ahead to the future, and engaging in a review discussion and recording a summary of it, areas for enhancement and development can be agreed and written as a set of goals for the coming year. Support and resources to enable the OLM to achieve their goals can be identified. The Review report lays out the procedure for making a claim from the Resource Grant, and for claiming reimbursement for academic fees incurred.
Preparation: OLM to complete section 1 and circulate.
The Learning and Development Plan template has six sections and two appendices. The OLM and review personnel (the individual to whom the OLM reports and one other appropriate person) should engage with each section. The report should be typed in a normal sized typeface with typed signatures. The report should be agreed by all parties and submitted electronically to the Ministries Council via .
SECTION 1: ACHIEVEMENTS TO DATE
SECTION 2: REFLECTIVE DISCUSSION
SECTION 3: GOALS
SECTION 4: LONGER-TERM AREAS FOR DISCUSSION
SECTION 5: CLAIM FOR RESOURCE GRANT
SECTION 6: CLAIM FOR REIMBURSEMENT OF ACADEMIC FEES
APPENDIX ONE: RESOURCE LIST
APPENDIX TWO: EXAMPLES OF SMART GOALS
SECTION 1: ACHIEVEMENTS TO DATE
Theological Studies: (List courses/units already achieved, and date)
Courses/Conferences: (List courses/conferences attended since Ordination, or in the last five years if Ordination took place more than five years ago.)
Course/Date attended/Provider
Other relevant achievements: (eg guided reading, working with a mentor/spiritual accompanier, professional qualifications gained etc)
SECTION 2: REFLECTIVE DISCUSSION
Guidance is given below about which areas could form the basis for reflective discussion, but discussion need not be limited to these areas:
*The current role of the OLM and main areas of engagement (refer to written agreement between the individual and Presbytery).
*The possibility of a move to another role, or a change to the existing role ( refer to Presbyery Plan, Local Church Review, Accompanied Review etc).
*The relevance/need/desire for further academic study (or not).
*Areas for development and how these might be met (including timescales).
*General issues eg work-life balance.
Possible questions to enable discussion might be:
In the past year, what have been the most satisfying/rewarding experiences in your ministry? What factors contributed to this?
What experiences of ministry in the past year gave you dissatisfaction/were not rewarding? What barriers/problems have you faced, and how have you overcome them? What would you do differently next time?
What have you learned - about yourself, other people, God and God’s calling to you and God’s work through you?
How would you describe your spiritual life over the past year?
What do you want to improve/build on? How? What support will you need to allow your ministry to develop (eg self, Presbytery, peers, Ministries Council etc).
Note: Year Two onwards should include a question relating to the goals from the previous year eg How far have you achieved the agreed goals at last year’s review? Achievements should be summarised, and ongoing goals noted.
Note: Goals should relate to your areas of engagement in your ministry eg worship, pastoral work, mission and outreach, working in a team, church courts, preaching.
Notes of discussion:
SECTION THREE: GOALS
Appendix One provides suggestions of possible resources which could enable the achievement of agreed goals. T
Goals should be SMART (specific, meaningful, achievable, relevant/realistic , and time-bound).
(Examples can be found in Appendix 2, with four goals being a suggested maximum.)
Over the next year, agreed goals are as follows:
GOAL ONE
RESOURCE/ACTION
OUTCOME
SPECIFIC TIMESCALE
GOAL TWO
RESOURCE/ACTION
OUTCOME
SPECIFIC TIMESCALE
Etc…..

SECTION 4: LONGER TERM AREAS FOR DISCUSSION/OTHER NOTES

Note below any areas which were discussed at the Review Meeting and were identified as possible longer-term goals. These areas should be included in the discussion at next year’s Review Meeting.
If there is anything else which you would wish to note, please include in this box.
SECTION 5: RESOURCE GRANT CLAIM FAO Dorothy Davidson
AUXILIARY/OLM RESOURCE GRANT CLAIM FORM
Completion of this section enables you to make a claim for your Resource Grant Allowance. The claim should relate to the goals identified in Section 3. The Resource Grant can be used towards conference attendance, a learning experience, spiritual accompaniment and physical resources such as books, software, hardware, periodicals etc. The grant is currently set at £275 per year and cannot be accumulated. Applications should be sent to the Ministries Council by , and will be considered by the Training Task Group at the first meeting after this date. Proof should be provided with each item (scanned copies are acceptable). Late claims will be considered at a later date.
CLAIM DETAILS: COST
CONFERENCE DETAILS: date, organiser, title of conference £______
LEARNING EXPERIENCE DETAILS £______
SPIRITUAL ACCOMPANIMENT DETAILS: £______
Eg meet with NAME, organisation, no of times
And frequency
PHYSICAL RESOURCES DETAILS: £______
  1. TOTAL£______

SECTION 6: ACADEMIC FEE REIMBURSEMENT CLAIM FORM FAO Marjory McPherson
This claim should be made prior to you making any payment for academic fees, as approval for reimbursement is not automatic. A decision will be made after careful consideration by the Ministries Council (Marjory McPherson), and you will be informed as to whether or not your claim will be met.
Criteria used for consideration of each claim: that modules studied are relevant to your ministerial development; that they relate to goals agreed at your Review, and are listed in Section Three; that they are within the core areas of theological study outlined in the Resource List; that they count towards a qualification one level up from that which you had when you were ordained.
If your claim for reimbursement is approved, and the time comes for you to make your payment to one of the Church of Scotland’s recognised academic providers, please send proof of such payment to .
DETAILS OF MODULE(S) BEING CLAIMED FOR CURRENT ACADEMIC YEAR:
COST OF MODULES BEING CLAIMED FOR (receipt to be attached): £______
PLEASE COMPLETE THE SECTION UNDERNEATH. This will allow you to be reimbursed.
PERSONAL DETAILS:
Surname:First Names:
Title:
Address:

Postcode:Telephone:
E-mail:
Academic Provider:

APPENDIX ONE – RESOURCE LIST 2014
The Ministries Council can support you in your Continuing Ministerial Development. You will find below examples of resources which are available this coming year. This is not an exhaustive list, and you may have identified and agreed other appropriate resources in your discussion. This list will be expanded and updated each year.
ACADEMIC STUDY: The core areas of theological study are Biblical Studies (Old and New Testament), Church History (including Scottish Church History), Pastoral Care, Ethics and Worship and Liturgy. Other areas which could be appropriate would be Religious Studies and Languages.
RESOURCES: There is a wide range of Resources available. Some suggestions are listed below.
CONFERENCES:
Conferences organised by the Ministries Council (contact person is Anne Law ) include those for Readers, Auxiliary Ministers, Ordained Local Ministers and Ministries Development Staff. Some of the themes may assist you in working towards your identified goals for the coming year. For the avoidance of doubt, an OLM is required to attend one of these conferences every 2 years – the full cost of this is borne by the Ministries Council and no claim needs to be made. If an additional conference is identified as meeting an identified goal, then a claim for this should be made via the Resource Grant Claim Form.
Conferences organised outwith the Ministries Council – Mission and Discipleship Council, World Mission Council, other external bodies.
PRESBYTERY SUPPORT: your Presbytery, or another Presbytery, might be able to organise shadowing, mentoring, specific experiences, training events etc.
SPIRITUAL ACCOMPANIMENT: eg Ignatian Spirituality Centre, the Bield.
SKILLS TO ENHANCE MINISTRY: eg Web Design
APPENDIX TWO EXAMPLES OF SMART GOALS
Some examples are given below for guidance for Section 3.
Over the coming year……
GOAL: Develop theological understanding of……..?
RESOURCE/ACTION: Complete unit of study ……. At Aberdeen University
OUTCOME: Completion of unit
GOAL: Increase experience and understanding of bereavement care
RESOURCE/ACTION: Accompany an experienced practitioner through 3 cycles of bereavement care and engage in reflection with the practitioner
OUTCOME: Increased experienced and understanding.
GOAL: Develop ability to deal with difficult people
RESOURCE/ACTION: Engage with OLM in-service conference Spring 2014 (Theme…)
OUTCOME: Improved confidence/positive outcomes in encounters
SIGNATURE OF OLM / DATE
SIGNATURE OF REVIEWERS
E-MAIL TO MINISTRIES COUNCIL:
DATE SENT:
Ministries Council will acknowledge receipt