1115 Marion Street, Columbia, SC 29201  ·   803-771-7800  ·       Clergy

Episcopal Diocese of Upper South Carolina
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Strategic Visioning

Strategic visioning can be transformational for a congregation. The process typically begins with an acknowledgment of where we are and setting a goal of where we want to be. What do we want to become? How can we accomplish it? What roadblocks might we expect to encounter and how do we tackle them?

EDUSC Strategic Visioning Resource Guide
EDUSC Strategic Visioning Follow-Through

To engage in the EDUSC Strategic Visioning process, follow these steps:
  1. Complete the US Congregational Life Survey.
  2. Contact Archdeacon d´Rue Hazel to secure a consultant.
  3. Consultant meets with Vestry to review results of US Congregational Life Survey, and determine with which of the four sections of the Strategic Visioning Process the parish will begin.
  4. Determine leadership group for process. (15-30 people depending on size of parish. Vestry plus non-vestry leaders.)
  5. Arrange date for consultant to meet with leadership team.
  6. Two weeks prior to the meeting, consultant will send the questions to be addressed to the leadership group.
  7. Allow approximately three hours for each area covered.
  8. Only one area should be addressed per meeting.
  9. Complete the reporting form for each area as it is addressed. Send one copy to the diocesan office and keep one copy to review at each future vestry meeting until all action items are completed
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Congregational Resources Revised Alcohol Policy Stewardship Strategic Visioning Reporting Misconduct Safe Church Training Lay Ministry Licensure U.S. Congregational Vitality Survey RenewalWorks Research and Statistics

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Liturgical Resources

  • Bishop Richards' Update on Visitation Customary
  • 2023 Bishop's Visitation Schedule
  • Bishop Richards' Update on Guidelines for Youth Confirmation
  • Marital Judgments
  • Diocesan Cycle of Prayer

Congregational Resources

  • Licensed Ministries Request Form (2023)
  • Sabbatical Leave Policy
  • Discernment Guide
  • Inquirers' Schedule
  • Diocesan Building and Renovation Procedure
  • Denominational Health Plan
  • Vestry Resource Guide

Safe Church Training

  • Safeguarding God's People Policy Manual
  • Policy Manual Amendments (September 2022)
  • Safe Church, Safe Communities Course Recommendations (2022)
  • Information for Mandatory Reporters
  • Praesidium Academy
  • Safe Church Training Invitation Letter
  • Lay Personnel Application (2017)
  • Notice of Concern Form

Financial Administration Resources

  • Manual of Business Methods in Church Affairs
  • Finance Resource Guide
  • Investment Policy Statement
  • Guidelines for Participation in the Diocesan Combined Portfolio
  • Payment Request Guidelines
  • Payment Request Form
  • Missing Receipt Form
  • Application for Encumbrance of Property
  • Church Audit Checklist
  • Pledge Compliance Procedure
  • W-9 Form


Episcopal Diocese of
Upper South Carolina

1115 Marion Street
Columbia, SC 29201

Tel: (803) 771-7800

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Liturgical Congregational Financial Administration Clergy & Spouses

This section includes the Bishop's Visitation schedule, Confirmation guidelines, Cycles of Prayer and other resources.

Liturgical Resources

Resources related to administration, communication, development, discernment, transition, grants, Safe Church Training, same-sex marriage and more.

Congregational Resources

Find the Statement of Mission, Business Manual, notes on Parochial Reports and more.

Financial Administration Resources

Resources for current clergy, retired clergy and clergy spouses.

Clergy & Spouse Resources