CHANGE & Dobson’s comparative analysis of the process models of Kotter, Lewin & Ulrich.

by Barbara Dobson, Caribbean Wesleyan College.

Section of Chapter 2 of her book– “Transformational and Strategic Leadership: Its Impact on the Capacity for Organizational Effectiveness”

Processes Involved in Effecting Organizational Change

The process of effecting organizational change over thecenturies has undergone major shifts that impacted greatly on the organization. Models after models have been developed, each playing its part, as leaders try to find what might be considered a suitable model. Organizations can employ different models as they examine the process of change.

Change process models. Several different models show how to approach change. According to Gilley, Godek and Gilley, “[E]arly models of change advocated a three-step process that involved first diagnosing and preparing the organization for change, secondly engaging in the change, and thirdly anchoring new ways into the culture” (4). In reviewing the literature, I discovered that the change models themselves have seen an evolutionary shift as theorists build on each other’s work due to the movement occurring in the leadership arena. 

The shift that has taken place in organizational leadership has seen more involvement of employees and other stakeholders in decision making. To accommodate this shift therefore, theorists (Kotter, Leading Change59-67) have included more dimensions within the process of leading change that allows for a wider involvement of other persons within the organization instead of top management only. 

Illustratively, an examination of K. Lewin’s change model reveals a disparity with the terminology used to describe each step in the process, even though the actions are the same in other models. Additionally, Lewin’s model does not reflect the shift that has taken place, and understandably so, because during the birth of this model, the shift had not yet occurred. Lewin’s three stages consist of Unfreezing, Movement, and Refreezing. The actions within the unfreezing stage are a conditioning of individuals and organizations for change, an assessment of the readiness for change, and an establishing of ownership (Kotter and Ulrich’s first stage). The momentum during this time is dependent on the leaders and how aligned they are to introduce change and plan to execute that change. In the movement stage, individuals engage in change initiatives (Kotter and Ulrich’s second stage) and in the refreezing stage, individuals’ daily routine now reflects the change, new behaviors are crystallized and have become the norm of the organization (Kotter and Ulrich’s third stage). 

Kotter suggests eight stages in the process of effecting organizational change, these include “establishing a sense of urgency, creating the guiding coalition, developing a vision and strategy, communicating the change vision, empowering employees to broad-based action, generating short-term wins, consolidating gains and producing more change, anchoring new approaches in the culture” (Leading Change366).D. Ulrich suggests seven stages outlined as follows: “lead change, create a shared need, shape a vision, mobilize commitment, change systems and structures, monitor progress and making change last”(Gilley, Ann, Marisha Godek and Jerry W. Gilley 5).Table 2.1 is a conceptual, comparison table of the three models discussed.


Table 2.1. Comparison of Change Model

Source: Gilley, Ann, Marisha Godek and Jerry W. Gilley (5). 

A review of the Ulrich and J. P. Kotter processes of change reveals some measure of difference. This difference is translated in the sense that Kotter’s model provides an understanding of the how to of Ulrich’s model. For example, Ulrich’s first step suggests that leaders of change lead change. Kotter’s first stage went a bit further by stating how to lead this change, establishing a sense of urgency. Interestingly, all the succeeding steps follow the same trend. 

An evaluation of these models will not yield a comparative model in the sense of which is the best one of the three to use. However, they do lend themselves to a better understanding of the change process. I believe that an integration of those steps allows the church as an organization to produce a culture inclined for change within the organization, and thus creates a fertile soil for the implementation of strategic leadership. The LUK’s integrative Change Model is an integration of Lewin’s, Ulrich’s, and Kotter’s change models. The integrative approach describes a model that will adequately lead the change necessary within the church. The diagram represents the different actions that develop a culture of change within the organization. The different colors indicate the varying steps within the process, with each step connecting to the other, and the arrows show the progression to follow. The model also suggests that the change process continues and commitment must be garnered until all the steps are duly followed (see Figure 2.1).

Figure 2.1. LUK’s integrative change model. (Actions that develop a culture of change)

Kotter foresees a challenge for leaders pertaining to leading the change necessary for effectiveness, he purports: 

[T]he primary purpose of the first six phases of the transformation process is to build up sufficient momentum to blast through the dysfunctional “granite walls found in so many organizations; to ignore these steps is to put all efforts made at risk.” (Leading Change 1967)

As a result, stages seven and eight are even more critical, and will be the determining factor in whether or not a cultural change has happened. He further states, “Culture changes only after you have successfully altered people’s actions, after the new behavior produces some group benefit for a period of time, and after people see the connection between the new actions and the performance improvement” (2368-69), all of which occur during the seventh and eighth stages.

Organizations that are as old as the church can be a challenge for change, especially where persons perceive that the suggested movement will impact the traditions of the church. In churches where traditions are like granite walls, leaders of change will need to tread gingerly and judiciously assess what can change. Scriptures indicate the implications of “sewing old garments unto new ones” (Matthew 9:16) or “putting new wine in old wine skins” (Matthew 9:17). This consideration necessitates a shattering of the old culture before trying to introduce the new, especially where the former is one that is not congruent with the change that needs to takes place. 

The church as an organization embraces two types of traditions. One is human-made tradition, that is, those rules, principles, and unwritten codes laid down by founders of the organization that have become its core culture. These are to be examined and changed. Second are biblical traditions embedded in what is known as the apostolic tradition. These traditions are very critical to the formation of core values of the church. I believe these traditions should not be compromised as they define the difference between the church and secular organizations.

The examination—with a view to shatter those human-made traditions—becomes necessary for change to happen. Chand posits that the church “must re-dream the dream to discover a new and compelling vision for its existence” (emphasis mine; 2368). If the church is not willing to be open to the idea of transformation, then the ability to re-dream will be greatly hindered, if not impossible. The result is a lapse into a maintenance mode of leadership. During the re-dreaming process, the organization will realize its greatest potential and the need for change in order to adapt to the new and compelling vision developed during this process. The leader as change agent needs to find a way to communicate this change….


CHANGE & Eight (8) Research Proven, Field-tested Steps to Change a Church (seminar presentation w/ handouts)

by Bob Whitesel D.Min. Ph.D., 6/21/15. (adapted and annotated by the author from his book with Mark DeYmaz, reMix: Transitioning Your Church to Living Color, Abingdon Press, 2017).

So, what steps are required to transition a church?  Just 8 really.

John Kotter is a renowned and respected change coach who perfected eight steps for organizational change that have been applied successfully to thousands of organizational transitions.1  Harvard Business Review said, “Perhaps nobody understands the anatomy of organizational change better than retired Harvard Business School professor John P. Kotter.”2

NOTE:  Here is a link Kotter’s seminal 1995 article and #InfoGraphic on change and the best overview of this Harvard professor’s change methods.

I have consulted or mentored hundreds of church transitions. And, I have found Kotter’s eight stages to be reliable, valid and important steps for a healthy church transition to living color.

Here are the key phases for implementing the principles and procedures of a church revitalization.


8 Steps to Transforming Your Church 3

1. “Establishing a Sense of Urgency.”

  • It is important to begin with a period of time where you acquaint the congregants with the need and Biblical mandate for transitioning to a church living color.  Because of the urgent situation, many church leaders will be tempted to ignore this step and launch headlong into transition.  Yet, in my consulting work I have found that this step is critical.  Pray, study, research and dialogue on the importance of a church transition first.
  • Share the urgency is multiple venues.  Don’t just use sermons, but let this be the topic of Bible studies, discussion groups, prayer groups, small groups and Sunday School classes.
  • Remember, urgency is a key.  Congregants must understand that we are today at the point where changes in communities across North America requires churches to stand up for Biblical principles of growth and change.

2. “Forming a Powerful Guiding Coalition.”

  • The second step which you must successfully navigate is the development of an influential and guiding coalition.  Even though you might think you know the situation the best, due to history, education or background: a church is a communal organization and leadership works best when there is a communal leadership.  Find those that resonate with the transition and help them take the vision to the rest of the congregation.
  • Look for “persons of peace.”  When Jesus told his disciples to spread out and take their message to the byways and villages of the Israel, he suggested they rely upon persons of “peace” they might encounter (Luke 10:6).  The Greek word for peace is derived from the word “to join” and it literally means a person who helps people from divergent viewpoints and even warring convictions to join together in unity whereby oneness, peace, quietness and rest result.4 So, enlist people who are “peacemakers” who have demonstrated they can bring warring and opposing parties together.
  • Listen to the naysayers, even though they may not be part of your guiding coalition, your coalition should hear them out.  This is a step that if overlooked will usually splinter the congregation. This is because research has shown that unless you go to the naysayers and listen to them, they will feel left out of the consultative process and eventually fight the change.5  So go to those who will most affected or displaced and listen to them.  Hearing them out has been shown to create new networks of dialogue that can prevent polarization.  But, you must go to them early in the vision creating process.

3. “Creating a Vision.”

  • People must see the future before they can work toward it.  The goal is to have an easy to read, clear vision statement in no more than a paragraph.
  • Get all of the members of your guiding coalition to help you draft, refine and edit your vision. NOTE: vision & mission are often confused, but very different. At this link I explain how to differentiate them:
  • Many times church leaders rely solely on a written statement of vision. While this is helpful (if drawn up with input from your guiding coalition, see above) you must create a vision with the following “communication elements” too.

NOTE:  A vision should be a “visual representation” of what the church will look like in 5 years.  USE:  (a.) A small group to create, (b) a short statement to communicate.  Here is an article on “The Art of Crafting a 15-word Strategy Statement” from Harvard Business Review  Good vision statements and Poor Vision Statements (compared).

4. “Communicating the Vision.”

  • Use all communication vehicles available to you: written, vocal, electronic, narrative, arts, mixed-media, etc.
  • Experience it first-hand by taking your leaders and congregants to places where turnaround ministry is being done. In these locales congregants can see first hand, ask questions and experience the heart of a ministry that is being revitalized. Vision can be communicated best by picturing something rather than just writing out a paragraph of technical terms.
  • stone-stack-sign-1500x430Use stories to help people picture change.  Scott Wilcher while studying change found that successful change is more than twice as likely to occur if you attach a story to depict the change.6  In the Bible you can find dozens of Biblical stories that depict change.  Attach these stories to the vision to make the vision “come to life in a story” (after all that is what Jesus did with his compelling use of parables).

NOTE:  Read more of 12Stone’s story here.  CLICK here for a HANDOUT >>> HANDOUT Whitesel – Metaphor (popular) copy about how metaphor increases change from 30% success rate to 85% success rate.

SLIDE Metaphor 85% = 30% Change based on Wilcher

5. “Empowering Others to Act on the Vision.”

  • Delegate your power to others.  Too many times passionate church leaders are tempted to go it alone. One pastor said, “Jesus had to do it alone.”  And atonement and redemption were definitely things that only the Son of God could accomplish. But remember, he rounded-up and delegated to his disciples his ministry (Matthew 10, Mark 6, Luke 9, 10).  You too must delegate to those you have mentored.
  • Create accountability.  Because the Good News (Matt. 28:19-20) is so essential, it requires that evaluation and accountability be central too.  Have regular checkup discussions with clear objectives.
  • Remember, because change can be polarizing, oversight and accountability for progress are essential.

6. “Planning for and Creating Short-Term Wins.”

NOTE:  This is probably the most overlooked step.

  • This is the key step most overlooked.  Kotter discovered, and we have confirmed in our church consulting, that short-term wins help people see the validity and direction of a new vision.
  • Short-term wins are projects, programs and processes that can be undertaken quickly and temporarily. They usually won’t change the long-term outcomes (yet).  But they demonstrate the validity of the transition in a quick, temporary way.  Thus, they pave the way for long-term wins.
  • Many short-term wins will convince reticent constituents of long-term legitimacy of the new direction.
  • Use temporary “task forces” instead of semi-permanent committees to investigate and launch new directions in ministries.  Then as task forces prove their effectiveness they can be transitioned into more permanent committees.

7. “Using increased credibility to change systems, structures, and policies that don’t fit the vision.”

  • As noted above, wins even in the short-term can give the leadership coalition the social capital to make structural changes.
  • Don’t start with structural changes. You haven’t got enough buy-in from hesitant members and/or most of the congregation.
  • Only after your short-term wins validate your approach will you be able to change systems, structures and policies.

NOTE:  There is a “continuum” or “progress toward” better models for a multicultural (or multiethnic) church.  All are found in The Health Church (Wesleyan Publishing House).  Here are three from good … better … and best:

8. “Institutionalizing New Approaches.”

  • As your ministry moves in the exciting direction of revitalized ministry, encourage an organizational structure that promotes this in the future.
  • Institutionalizing principles of church transformation will allow you to reach out to new people and cultures as they develop in your community.
  • Finally for long-term health and viability, the revitalized church of must acquire a personality and reputation as a church of consistency in theology but change in Godly methodology.

You can download the article here >> WHITESEL ARTICLE 8 Steps to Changing a Church

Below is the slide I use in my presentations >>



1 John Kotter, Leading Change, (Boston: Harvard Business School Press, 1996), John Kotter, “Leading Change: Why Transformation Efforts Fail,” Harvard Business Review (Boston, Harvard Business Publishing, 2007), retrieved from

2  Editor’s note to John Kotter, ibid. Harvard Business Review.

3  John Kotter, “Leading Change: Why Transformation Efforts Fail,” Harvard Business Review (Boston, Harvard Business Publishing, 2007), retrieved from

4 James Strong The New Strong’s Exhaustive Concordance of the Bible (Carol Stream, IL: Thomas Nelson, 1990), 1515.

5 Bob Whitesel, Staying Power: Why People Leave the Church Over Change and What You Can Do About It (Nashville: Abingdon Press, 2002) and Preparing for Change Reaction: How to Introduce Change in Your Church (Indianapolis: Wesleyan Publishing House, 2008).

Scott Wilcher, MetaSpeak: Secrets of Regenerative Leadership to Transform your Workplace, Ph.D. dissertation (Nashville: Turnaround 2020 Conference, 2013).

VIDEO of Scott Wilchert explaining the role of metaphor/story in communicating change:

Scott Wilchert, MetaSpeak: Secrets of Regenerative Leadership (Nashville: Turnaround 2020 Conference, 2013), video at this link.

ADDITIONAL FOOTNOTES for PowerPoint slides:

F. J. Barrett and D.L. Cooperrider, Generative metaphor intervention: A new approach for working with systems divided by conflict and caught in defensive perception, Journal of Applied Behavioral Science (Maryland: Silver Springs, NTL Institute, 1990) Vol. 26, pp. 219-239

Julia Balogun and Veronica Hope Hailey, Exploring Strategic Change, 3rd Edition (New York: Pierson Publishing, 2008).

G. Bushe and A. Kassam,  When is Appreciative Inquiry Transformational? A Meta-Case Analysis, Journal of Applied Behavioral Science (Maryland: Silver Springs, NTL Institute, 2005) Vol. 41, pp. 161-18.

Sohail Inayatullah, “From Organizational to Institutional Change,” On the Horizon (London: Emerald Publishing, 2005), Vol. 13, No. 1, pp. 46-53.

Speaking hashtags: #CaribbeanGraduateSchoolOfTheology



CHURCH CHANGE SECRETS & Number 5: Listen to the naysayers, even though they may not be part of your guiding coalition, your coalition should hear them out.  This is a step that if overlooked, will usually splinter the congregation. – Bob Whitesel DMin PhD in his book: re:MIX – Transitioning your church to living color, Abingdon Press, 2017)

CHANGE & Why it won’t happen unless you understand the important difference between “mission” & “vision.”

by Bob Whitesel D.Min., Ph.D., excerpted from an address delivered to the Great Commission Research Network (GCRN), Asbury Theological Seminary, Oct. 19, 2017.

“How Changing Generations … Change: Harnessing the Differences Between Generations and Their Approaches to Change.”


This article will compare and contrast two leadership change strategies as observed in older generations (influenced by modernity) and younger generations (influenced by postmodernity). It will be suggested that modernist leadership strategies may focus more on command-and-control and vision. It will be further suggested that postmodern leaders may employ a more collaborative and mission-centric approach to change leadership. This latter approach will be shown to have been described in postmodern circles by organic metaphors and four conditions as set forth by organizational theorist Mary Jo Hatch. Subsequently, it will be suggested that the style of leadership embraced should depend upon the cultural context of the generational actors and the environment.

… Motivating by vision vs. motivating by mission

There is some confusion among practitioners regarding the difference between vision and mission. Kent Hunter and I, in an earlier book, sought to compare and contrast various ecclesial definitions of vision and mission and suggest an abridgment.[21]

George Barna[22] Elmer L. Towns[23]


Whitesel / Hunter[24]
Mission: A philosophic statement that under-girds the heart of your ministry. Your ministry emphasis and your church gifting. “What do we do” (and why do we do it, 2017)
Vision: A clear mental image of a preferable future imparted by God, and based on an accurate understanding of God, self and circumstances. Same as Barna. “Where do we believe God is calling our church to go in the future?”

My experience has been that older generations, influenced by modernity, typically emphasize the vision. By this, I mean they have a clear mental picture of the future and try to muster all of their forces to attain it. This can, and often does, result in a parade of different programs being promoted to the congregation which often – by their sheer frequency – overwhelms and wears out the congregants. Burnout is often the result.

I have noticed that younger generations are more likely to emphasize the mission that undergirds these various visions. This is perhaps because they have witnessed this in their parents’ congregations. According to Barna, a mission is “a philosophic statement that undergirds the heart of your ministry.”[25] This leads postmodern-influenced leaders to emphasize less the different programs that are being implemented and instead to motivate by stressing the mission behind them.

An interview with Microsoft CEO Satya Nadella’s in USA Today yields a useful example.[26] In the article, Nadella criticizes founding CEO Bill Gates for mixing up the difference between a mission and a vision. Nadella states, “It always bothered me that we confused an enduring mission with a temporal goal… When I joined the company in 1992, we used to talk about our mission as putting a PC in every home, and by the end of the decade we have done that, at least in the developed world.”

“…we used to talk about our mission as putting a PC in every home, and by the end of the decade we have done that, at least in the developed world.” – Microsoft CEO Satya Nadella’s in USA Today

Nadella was right because “putting a PC in every home” is not a mission – it is a vision. It is something that can be reached, can be pictured in your mind and is temporally bound. You can see a vision in your mind. You can envision every house having a PC computer. That is why every house today doesn’t have an IBM PC. Instead, many have Apple Macs.

A mission, however, drives the company and its values, therefore shaping its decisions. It is much bigger and grander than a vision.

When Steve Jobs was luring John Scully from PepsiCo to become CEO of Apple, Jobs shared a mission, not a vision, saying: “Do you want to spend the rest of your life selling sugared water or do you want a chance to change the world?”[27]

A mission is just like that. It is exciting, world-changing … but somewhat imprecise so it could manifest in many different outcomes (i.e. visions). It is also not temporally bound, like “putting a PC in every home.” A mission drives your values and decisions through many different projects.

Apple’s mission reminds me of the trend I see in my youthful seminary students to emphasize mission over vision. They correctly understand that mission can be realized in many different visions. Apple’s mission would be realized in varied visions including: the vision to revolutionize the way music is purchased via iTunes, the vision to miniaturize the computer into a handheld device, etc. The result is that Apple devotees have a passion that IBM followers don’t. Apple has an ongoing mission that continues to be realized in various visions. As a result, the clarity of Apple’s mission, best exemplified in Apple’s 1984 Super Bowl ad, unleashes a passion in its followers.[28]

Best practices for the church: When leading younger leaders, it may be helpful to emphasize the mission while letting many subcategories of vision come and go as opportunity rises and wanes. The younger generations appear to want to be reminded of the mission but allowed to create multiple visions of how it may be carried out. They don’t want to stick to one idea or tactic, but rather one mission. Therefore, the mission becomes more important than a time and measurement constrained vision which often influenced their parents’ church.

The tip of an iceberg

These approaches to change are just the tip of an iceberg of divergences between the leadership modality of the modernist and postmodernist. I’ve compared and contrasted more areas in my Abingdon Press book ORGANIX: Signs of Leadership in a Changing Church. The reader may be interested in how I delve into the striking difference regarding how younger generations offset the disadvantages of homogeneity. For a thorough investigation of the distinctions between modern and postmodern leadership, I would encourage the reader to consult this volume.

[1] The Atlantic magazine, March 25, 2014.

[2] Generation Z has been suggested as the descriptor for this generation by the New York Times, see Sabrina Tavernise, “A Younger Generation is Being Born in Which Minorities are the Majority,” New York Times, May 17, 2012.

[3] Bob Whitesel, “Toward a Holistic in Postmodernal Theory of Change: The Four-forces Model of Change as Reflected in Church Growth Movement Literature,” The Journal of the American Society for Church Growth, Fall 2008.

[4] Bob Whitesel, Preparing for Change Reaction: How to Introduce Change in Your Church (Indianapolis: The Wesleyan Publishing House, 2007, pp. 53-56.

[5] Eddie Gibbs in Church Next (Downers Grove, Ill.: InterVarsity Press, 2000, p. 23) explains that though Frederico de Onis created the term “postmodern” in the 1930s it was not until the 1960s that it gained popularity due to its use by art critics.

[6] Emil Bruner, trans. Harold Knight, The Misunderstanding of the Church (London: Lutterworth Press, 1952), pp. 15-18.

[7] Mary Joe Hatch, Organizational Theory: Modern, Symbolic, and Postmodern Perspectives (Oxford: Oxford University Press, 1997), pp. 53-54.

[8] While Hatch utilizes the term requisite harmony, I have substituted the helpful term dissonant harmony as employed by Bruno Dyck and Frederick A. Starke, The Formation of Breakaway Organizations: Observations and a Process Model. Administrative Science Quarterly (1999), 44:792-822. I have applied the Dyke-Starke model to the church in Bob Whitesel, Staying Power: Why People Leave the Church Over Change and What You Can Do About It(Abingdon Press, 2003).

[9] Charles H. Kraft, Christianity in Culture, (Maryknoll, New York: Orbis Books, 1979), pp. 113.

[10] Eddie Gibbs, I Believe in Church Growth, op. cit., p. 120.

[11] Eddie Gibbs, I Believe in Church Growth, (Grand Rapids, MI: Eerdmans, 1981), p. 92.

[12] See for the example the hedgehog versus Fox’s comparison in Abraham Zalesnik’s book, hedgehogs and foxes: character, leadership, and commanding organizations parentheses New York: Palm grave McMillan, 2008). Zalesnik use this is a metaphor of hedgehogs who live by unwavering rules with the more long-lived foxes who adapt to their environment..

[13] Adam Smith, The Wealth of Nations (1776; reprint, Chicago: University of Chicago press, 1976), books 1 and 4.

[14] Quoted by Daniel Boorstin, The Americans: The Democratic Experience (New York: Vintage, 1974), pp. 368-369

[15] Harrison Monarth, Executive Presence: The Art of Commanding Respect Like a CEO (New York: McGraw-Hill, 2009), p. 55.

[16] Bruno Dyck and Frederick A. Starke, The Formation of Breakaway Organizations: Observations and a Process Model. Administrative Science Quarterly (1999), 44:792-822.

[17] For more on this seek Bob Whitesel, Staying Power: Why People Leave the Church Over Change, And What You Can Do About It (Nashville: Abingdon Press, 2002) and the chapter titled “Go Slowly, Build Consensus and Succeed” in Preparing for Change Reaction: How to Introduce Change in Your Church (Indianapolis: The Wesleyan Publishing House, 2007, pp. 151-169.

[18] Harvard Business Review (Boston: Harvard Business Press, January 2007).

[19] Bruno Dyck and Frederick A. Starke, ibid., 44:812-813.

[20] ibid., 44:813-819.

[21] Bob Whitesel and Kent R. Hunter, A House Divided: Bridging the Generation Gaps in Your Church (Nashville: Abingdon Press, 2001), p. 107.

[22]George Barna, The Power of Vision: How You Can Capture and Apply God’s Vision for Your Ministry (Ventura, Calif.: Regal Books, 1992), pp. 28, 38–39.

[23] Elmer L. Towns, Vision Day: Capturing the Power of Vision, (Lynchburg, Virginia; Church Growth Institute, 1994), pp. 24-25.

[24] Whitesel and Hunter, op. cit., p. 107.

[25] Barna, op. cit., p. 28.

[26] Marco della Cava, “Microsoft’s Satya Nadella is Counting on Culture Shock to Drive Growth,” USA Today, Feb. 20, 2017.

[27]John Sculley and John A. Byrne, Odyssey: Pepsi to Apple: A Journey of Adventure, Ideas, and the Future(New York: HarperCollins, 1987), p. 90.

[28] The 1984 Apple commercial is available on YouTube and is best described by MacWorld writer Adelia Cellini in the following: “Apple wanted the Mac to symbolize the idea of empowerment, with the ad showcasing the Mac as a tool for combating conformity and asserting originality. What better way to do that than have a striking blonde athlete take a sledgehammer to the face of that ultimate symbol of conformity, Big Brother?” “The Story Behind Apple’s “1984” TV commercial: Big Brother at 20,”MacWorld, 21 (1), p. 18.

Download the article here… ARTICLE Whitesel 2017 Changing Generations Change GCRJ GCRN 17.10.17


Bob Whitesel D.Min. Ph.D. holds two doctorates from Fuller Seminary and is the former founding professor of Wesley Seminary at Indiana Wesleyan University. A speaker/consultant on church health, organic outreach and multiethnic ministry, he is the award-winning author of 13 books published by national publishers. National magazines have stated: “Bob Whitesel is the change agent” (Ministry Today) and “Bob Whitesel is the key spokesperson on change in the church today” (Outreach Magazine). The faculty of Fuller Theological Seminary awarded him The Donald McGavran Award for outstanding scholarship in church growth and The Great Commission Research Network awarded him The Donald A. McGavran Award for outstanding leadership in church growth.

Speaking hashtags: #Kingwood2018 Theological Reflection Seminar #TheoReflect #GCRN #CLIOrlando2018

CHANGE & How to become a “conversion community”

by Terry Erickson and Dr. Rich Richardson, Wheaton College, presentation to the Fellows of the Billy Graham Center for Evangelism, 12/19/17.

Factors that influence changing a ministry

Conversion is central: Churches don’t need to be “seeker churches” they need to return to an emphasis upon conversion = people changing because of the power of the Holy Spirit.

Para-church/business principles are adapted: Many “conversion communities” (i.e. Bill Hybels, etc.) came out of “learning labs” of para-church ministries (i.e. Bill Hybels came out of a youth ministry program)

InverVaristy Case-study:

4.% to 9.8% conversion in 10 years. They did this in a 13 year process along the following lines:


Preparation (1995-2000): They created …

Activation (2000-2004):

Experimentation (2004-2007):

  • Everyone is an evangelist using the gifts they have been given.

Activation (2007-2017):

  • Budgets and hires are based upon this.


  • Integrate conversion into every aspect of the organization.
  • Use a process, keep going but don’t
  • “Evangelism has to infect everything we do.”

TIPPING POINT & We try to force the organization to tip early w/ strategies not proven or vented enough to succeed.

Quote by Bob Whitesel D.Min., Ph.D., 11/26/17 in a response to Jon Hunter in LEAD 600 discussing the tipping point principles of Malcom Gladwell, (2000). The tipping point: How little things can make a big difference. Boston: Little, Brown.

# diffusion of innovation Malcom Gladwell early adopters innovators laggards

CHANGE & A process model of church change as reflected in St. Tom’s Church, Sheffield UK

Bob Whitesel, D.Min. Ph.D., Associate Professor of Missional Leadership, Wesley Seminary at Indiana Wesleyan University, Journal of the Great Commission Research Network, Vol. 1, No. 2, Winter 2010.


This article is an abbreviation of research originally presented to Dr. Eddie Gibbs, Donald McGavran Professor of Church Growth at Fuller Theological Seminary. Gibbs has been involved with the church under study for over two decades and lauded the author’s research. The research indicates a five-stage/four-trigger process model of change that may serve as an ecclesial prototype for effective change. The article is presented here in honor of Dr. Eddie Gibbs on his retirement.


Though how church change occurs is discussed in Church Growth Movement literature (Whitesel 2007), a holistic process model[1] (Poole 2004:11) of how it takes place is largely missing. Toward envisioning such a model, the purpose of this article is to develop grounded theory (Locke 2001) from an analysis of change within a linked Anglican-Baptist congregation in Sheffield England.

Four Forces of Organizational Change

After examining over 2,000 journal articles on organizational change, theorists Andrew Van de Ven and Marshall Poole have noted that change occurs because one or more of four forces are pushing for change (Poole and Van de Ven 1995). The author has shown elsewhere that these four forces are replicated in ecclesial change (Whitesel 2009). The following is a short overview of these forces.

Life-Cycle Forces

Life-cycle forces push for change because of the organizational life-cycle (Poole 2004:8). Life-cycle forces acknowledge a lock-step process “that is prescribed and regulated by an institutional, natural, or logical program prefigured at the beginning of the cycle” (Van de Ven and Poole 1995:7).

Within Church Growth Movement literature a significant amount of ink has been devoted to life-cycle forces, including: people movements (McGavran 1970:333-372), church planting for denominational survival (McGavran and Arn 1977:92-101), individual church renewal (McGavran and Hunter 1980:59-65), life-stage dynamics (Gibbs 1981:17-48, 364-366) and Schaller’s pioneers vs. homesteaders tension (Schaller 1975:93-96).

Teleological Forces

Teleological theories emphasize forces pushing for change that are a result of “goal formulation, implementation and evaluation” (Poole 2004:7). An “envisioned end state” (ibid.) or goal embraced by constituents moves the organization forward toward change.

Church Growth Movement literature is filled with examples of teleological strategies of goal-setting, including McGavran’s emphasis upon dispelling the “universal fog” that can be pierced by facts and strategic verifiability (McGavran 1970:76-78, 93-102), numerical steps for church growth (e.g. McGavran and Arn 1977:15-115), and many of the tactical conventions of Lyle Schaller, a former city-planner (Schaller 1975:97-104, 107-110, 137-141, 184-187).

Dialectic Forces

Here “an opposing thesis and antithesis … collide to produce a synthesis” (Poole 2004:7). The process is cyclical, whereby the initial synthesis “in time becomes the thesis for the next cycle of dialectical progression” (ibid.). These forces are best dealt with through conflict resolution tools.

An analysis of the major writings of the Church Growth Movement reveals the conflict resolution segment is under represented (Whitesel 2007:9). Some references are apparent, including Wagner’s admonition to “plan a considerable portion of your time for trouble-shooting and problem solving” (Wagner 1976:200) and Schaller’s interventionist framework (Schaller 1997:111-125, 139-149).

Evolutionary Forces

Evolutionary forces are forces that push for change because some program or idea is working, and this tactic becomes the prescriptive solution for other churches. (Poole 2004:7).

Within Church Growth Movement literature strategic programs that work in influential churches (e.g. mega-churches, etc.) can lead to a popularity for evolutionary strategies. Most notable may be Willow Creek Community Church’s seeker-strategies (Hybels and Hybels 1995) and Rick Warren’s purpose-driven ecclesial strategies (Warren 1995).

A Time Line of A Change Event At St. Thomas’s Church

The Change Under Scrutiny

The change chosen for scrutiny was the rapid locational and organizational change that St. Thomas’ underwent the leaders received notice that within days they must vacate the facility due to asbestos. As a congregation of 2,000 meeting weekly in Sheffield’s largest indoor venue, simply moving to a bigger locale was not feasible. In addition, the rapidity of the move would not allow a new facility to be constructed or converted. The result was that St. Thomas’ had only a matter of days to inaugurate a strategy, implement change and then maintain ecclesial effectiveness while holding true to their theology and polity.

A Timeline of Change

The following timeline was created from personal interviews (Whitesel 2005, 2006, 2009), as well as books written by leaders of St. Thomas’ (Breen 1997, 2004; Mallon 2003; Hopkins and Breen 2007).

1978                                        Renovations at St. Thomas’ forces it to share facilities with Crookes Baptist Church (Mallon 2003:20).

1980                                        Renovations at St. Thomas’ are completed and St Thomas’ moved back to their original facility (Mallon 2003:20).

1981                                        After missing synergies from their partnership the two churches dialogue about merger (Mallon 2003:20).

1982                                        St. Thomas’ became a joined Anglican and Baptist Church (Mallon 2003:20).

1983                                        Robert Warren became Rector of St. Thomas’ and senior leader of the Local Ecumenical Project or LEP (Warren 1989).

Fall 1985                                 John Wimber, leader of the network of Vineyard Churches, conducted a series of renewal meetings at the church’s request (Gibbs and Bolger 2005:82). Soon after, Robert Warren invited a local charismatic community, the Nairn Street Community, to conduct a 9 p.m. postmodern worship celebration on Sunday nights. This became known as the Nine O’clock Service (NOC) which has been called the “birth of a postmodern worshipping community” in the UK (ibid.).[2]

October 1993                          Warren resigned to work with the Anglican denomination (Mallon 2003:25). Paddy Mallon became the Baptist minister of the LEP (ibid., p. 26). Mike Breen accepted the call to St. Thomas’ and sensed the Lord underscoring the word “Ephesus” in his prayer life. Breen noticed that Ephesus (Acts 19) had several unique and representative characteristics (Mallon 2003:26):

  1. It was the principal city of the region.
  2. Paul trained local leaders in a rented building.
  3. Leaders went out from Ephesus to plant churches at Smyrna, Pergamum, Thyatira, Philadelphia, Sardis, Laodicea and Colosse.
  4. From Ephesus, “the word of the Lord spread widely and grew in power” (Acts 19:20).

Breen concluded that, “the church of St. Thomas’ was to function as a resource to its city and region. It was to be a base for church planting and mission and a centre for teaching and training” (Breen 1997:25).

March 1994                            Breen introduced a discipleship program based upon six icons, eventually calling it Lifeshapes (Mallon 2003:18, 25). Mallon credits Lifeshapes as “the most fundamental change in this period … an easily transferable method of planned, disciplined and structured membership activity, at a person as well as a corporate level …” (ibid.).

1994 – 1996                             Management style under Breen moved from a consensus-modality model of Warren (Mallon 2003:27), into a more directive “manager as planner and strategist” (Jones, George, and Hill 2000:234-243). Approximately 200 people left during the first months (Mallon 2003:28).

1998                                        The New Apostolic Churches (Wagner 1998) has a profound effect upon St. Thomas’ leadership structure, leading to an even more centralized apostolic paradigm (Mallon 2003:29-30; Breen 2004). Maconochie recalls, “basically Mike as a CEO kind of guy, helped us through it all. Although he was very delegating in terms of responsibility for clusters and things, he was the main person we processed (things) through …” (Maconochie 2007:5).

However, when a major church decision was needed more modality was practiced, with Maconochie recalling “we’d move back toward more of a Baptist (consensus) model where we’d actually have a church meeting and everybody would vote on it” (Maconochie 2007:6).

September 1998                      Leaders of St. Thomas’ began to sense that the size of their facilities was “restricting growth” (Mallon 2007:1). St. Thomas’ began to meet in a “leisure centre” called the Logos Centre one Sunday each month (Mallon 2007:4). Since the venue was more accessible for unchurched people than the parish church, growth among unchurched attendees increased. The temporary nature of the facility was fostered in part because the facility was only available 35 Sundays a year, it was expensive to rent, and much labor and time was spent in setup and teardown (Mallon 2003:36).

January 2000                          The Roxy nightclub became available for rent, and appeared to overcome the sociological strangulation of the leisure center. Media attention was fostered because The Roxy had been a bawdy concert venue, and by mid-February 400 people were added to the church (Mallon 2003:36-37). “I think what we saw was every time we created space people joined us,” recalled Mallon. “some of that was transfer growth, but a lot of it was conversionary growth” (Mallon 2007:4).

Sunday mornings at The Roxy attracted Baby Boomers, while Sunday evenings attracted Generation X. Services also continued at the parish church in Crookes and were attended by approximately 300 people committed to the local Crookes parish (Mallon 2003:36-37).

Almost without strategic intent, St. Thomas’ had evolved into multiple sub-congregations (Hunter 1979:63; Whitesel and Hunter 2001:26-27). They designated these sub-congregations “celebrations” after a used Pete Wagner (1976:101-2). Three celebrations emerged, each with different cultural patrons: Sunday morning (Boomer) at The Roxy, Sunday evening (Gen. X) at the Roxy, and Sunday morning at the Crookes parish church (Crookes neighborhood of Sheffield).

2000-2001                               The three Celebrations were comprised of “Clusters” of three to seven small groups. These clusters began to reduplicate themselves among (Mallon 2003:37):

  1. Students,
  2. The Café culture,
  3. Inner-city areas,
  4. Generation X singles,
  5. Generation X married couples.

January 2001                          Mike Breen senses God saying, “What would you do if I took away the Roxy?” (Mallon 2003:38; Breen 2007:1-2). “I was in a bit of a panic about that,” recalled Breen. “Because we had just been surveyed with the rest of the churches in Great Britain…. as being the largest church in Great Britain at that time. So most certainly we were a mega-church. And, it felt like God was giving me the option of really going in the mega-church direction or really embracing this thing he had been developing in us the last few years” (Breen 2007:2).

Breen still saw this as God’s nudging toward planting clusters as missional communities, something that they had always intended. “We already had begun by that stage to realize that we were being confined, as we had been at the parish church, by the size of the building and that was restricting growth,” stated Mallon. “So then what we did was we began to think about planting out the clusters” (Mallon 2007:1).

A leadership structure developed, with leaders of celebrations (culturally similar groups of clusters) reporting to Breen or other senior staff. Operating underneath celebration leaders were cluster leaders who oversaw a network of small group leaders (Breen 2007:2).

However, moving from the seemingly successful and comfortable mega-church event-orientation that The Roxy fostered still gave cause for hesitancy (Mallon 2003:38) and even group exit behavior (Maconochie 2007:3).

December 2001                       An attendee who had concerns about the safely of the “torpedo-style heaters” used to heat The Roxy contacted the local authorities requesting a safety inspection (Mallon 2003:39; Calladine 2007:14-15). A subsequent inspection revealed that asbestos rendered The Roxy an immediate health hazard (Calladine 2007:4). “If we were going to do the work on the building that we wanted to, we would have had to put a bubble over the building and put people in space suits” remembered Calladine. “It would have cost around $7 million to renovate…that building is still standing there unoccupied. Anybody who’s going to do anything to that building is going to have to spend huge amounts. We could’ve come up with 60 thousand, but it’s 60 thousand into a money pit …” (Calladine 2007:4).

“…One minute we were in the building and basically several weeks later we were out because we had to close immediately due to the health and safety issues” remembered Woodhead (Woodhead 2007:2). Though this event occurred just before Christmas 2001, the leaders were able to negotiate a five week grace period before they were forced to leave (Mallon 2007:2).

Communicating the venue change to a large congregation flowed effectively through of the celebration-cluster-cell structure. “…The most effective way of communication was … through four phone calls” recalled Calladine (Calladine 2007:4). The Rector would (1) call the Celebration Leaders, who would (2) call the Cluster leaders, who would then call (3) the small group leaders, who would then call (4) all small group attendees.

In addition, Maconochie recounts the spiritual preparation for this change, stating “We’d been talking about it for nearly a year and so we just said to the guys ‘well the Lord said it was going to happen and it has happened and there you go’.” (Maconochie 2007:2). Woodhead added, “So he’d (Breen) already shared that with the staff team, the senior staff and then the staff team and some of the cluster leaders were aware of this word. But was it going to happen? We don’t know because we’ve got this building and then that was it … it was taken away so they (the leaders) were ready to go” (Woodhead 2007:2).

January 27, 2002                    The last celebration was held in The Roxy (Calladine 2007:15) with 17 clusters commissioned to begin meeting the following week to replace the Sunday gatherings at The Roxy (Mallon 2003:39). The emphasis from the weekly Roxy events, to a weekly cluster meeting, democratized the process according to Woodhead, for “people had to really begin to sort things out for themselves. They couldn’t depend on the center for everything. So leadership took on much more of a dynamic, much more of a community (that) ‘we’re in this together’ for each cluster. ‘We’ve got to go out and find the venues. And, we’re looking to see what God’s heart is for this particular area.’ So there was a whole different dynamic it seemed to me when guys were reporting back” (Woodhead 2007:1).

February 3, 2002                    17 clusters are planted throughout Sheffield as St. Thomas’ takes on a “dispersed church” mode (Mallon 2007:3). The Bishop gave permission for clusters to meet within the boundaries of other Anglican parishes (Mallon 2007:2-3).

2002                                        The Diocesan Handbook of Sheffield indicates the average Anglican parish has 25 worshippers (Mallon 2003:36).

2003                                        St. Thomas’ Church now has 34-35 clusters (Mallon 2007:4; Breen 2007:2) with (Mallon 2003:36):

  1. 2,500 members,
  2. 85 percent under the ages of 40,
  3. 298 identify themselves as Anglicans,
  4. 188 identify themselves as Baptists.

Mallon believes this one year period was “the greatest growth we saw as a church. It showed us what we weren’t going to go down the mega-church road, which was an option. And when we had The Roxie, a plan was to make it a large worship complex that would have been glass and chrome and glitter. And now, we were spared all of that” (Mallon 2007:4).

Still, this considerable growth was a surprise. Mallon recalls, “Even developing the resources for the clustering for the six months beforehand, we had no idea we would double in size in terms of cluster leaders in the subsequent 12 months that we were in a dispersed mode. It’s a bit like The Acts of the Apostles: the idea of expansion, contraction, consolidation and then you grow again” (Mallon 2007:6).

A Process Model of Change At St. Thomas’ Church

A Process Model.

The following process model follows the congregation from a gathered congregation, into a dispersed cluster-orientated congregation. The triangles replace the customary rectangle of process models. At St. Thomas’ the triangle represents an interconnected triad of spiritual holism: UP-IN-OUT ministry (Mallon 2003; Breen 2004, 2005). Hopkins and Breen describe this triangle as the “glue or essence” of their organizational structure (Hopkins and Breen 2007). Arrows signify “trigger events” that push the organization forward toward change (per Trigger Theories, e.g. Pondy 1967, Worchel 1998 and Dyke and Starke 1999).WHITESEL Figure 3 St. Toms GCRJ.jpgStage 1, Program System

The pastorate of Robert Warren (1983-1993) molded the church into an increasingly program system of organizational behavior (Maconochie 2007:5-6). Twenty percent of the congregants support the burgeoning programs above them, often with resultant burnout. Mallon describes this period as a consensus model of leadership, that became “stifled, impaired and over-bureaucratic” (Mallon 2003:27). Hopkins and Breen’s inverted triangle of Figure 4 suggests an unstable organizational behavior.

WHITESEL Figure 4 St. Toms GCRJ.jpg

Trigger 1, Ephesus Leadership

Breen’s emphasis upon the word “Ephesus” (Mallon 2003:26) began to move the leadership toward a more teleological style (Breen 1997:25). The first trigger (arrow) in Figure 3 indicates the four forces pushing in the following ranked order:

  1. Dialectic forces are the most powerful forces pushing for change, as Breen begins a steady yet measured process (Breen 2007:6) of acquainting leaders, congregants and attendees with a new church model based upon the church at Ephesus.
  2. Life-cycle forces next affect change, as Breen emphasizes a new era of church life is emerging (Breen 2007:2).
  3. Evolutionary forces are exemplified in Breen’s wide range of readings (Breen 2007:4), basing his leadership model upon Ken Blanchard’s The One Minute Manager (Mallon 2003),
  4. Teleological forces did not appear to play a significant role, as goals are downplayed in lieu of a reorientation in vision.

Breen begins to “tip” the congregational behavior system (in a counterclockwise rotation in Figure 3) from the point-down perspective toward an upright configuration. But first it must rotate through the horizontal (point to the right) configuration of a mission movement (Hopkins and Breen 2007:70).

Stage 2, Emerging/Organic Leadership

The congregation moves into a growth stage, with increasing numbers requiring stronger sodality leadership (Wagner 1984:141-165). Though small groups and clusters are integrated, increasingly the leaders are required to be primary decision makers. Maconochie remembers, “basically Mike, as a CEO kind of guy, helped us through it all. Although he was very delegating in terms of responsibility for clusters and things, he was the main person we processed (things) through” (Maconochie 2007:5).

Trigger 2, The Roxy is Available

The Roxy becomes available and expands St. Thomas’ ministry. To the leaders it appears that “every time we created space people joined us,” (Mallon 2007:4). At Trigger 2 the four forces occur in the following ranked order:

  1. Teleological forces push the church to change as The Roxy must be adapted and utilized. Examples such as the noisy torpedo-heaters, safety issues and other administrative objectives are required to effectively utilize Sheffield’s largest venue.
  2. Dialectic forces remain strong as Breen and others seek to maintain the unity and missional faithfulness by emphasizing a structure of small groups (cells) and clusters (Mallon 2007:6).
  3. Life-cycle forces decline, as the church sees teleological and dialectical issues coming to the forefront. Yet, life-cycle forces are still evident, as the church moves into what congregants perceive as a new stage in the church’s life, one that resembles a mega-church.
  4. Once much of the organizational foundation has been laid, evolutionary forces seem to wane as leaders have few external models to follow (Maconochie 2007:3).

 Stage 3, Organic/Emerging System

The growing size of the new congregation now continues to “tip” the triangle (continuing a counterclockwise rotation) from the forward sodality leadership style of Stage 2, into a more organic structure with broader participation by volunteers. This broadening of the base (e.g. more cell leaders and cluster leaders are needed) is required by the size of the growing congregation. As a result, cells and clusters receive an increasing emphasis, a factor that would prepare the church for the next trigger, the loss of The Roxy. God prepares Breen personally for the loss of The Roxy (Breen 2007:1-2).

Trigger 3, The Roxy is No Longer Available

Though warned the loss of The Roxy venue came with amazing speed. Within one month (the end of December 2001 to the end of January 2002) the church was in the dispersed mode. Forces that occurred (in ranked strength) are:

  1. The rise in teleological goal-setting by volunteer cluster leaders, democratized the process and heightened teleological change forces.
  2. The sense that the church was moving into the long-awaited dispersed stage gave the sense of a prophetic life-cycle (Maconochie 2007:2).
  3. Evolutionary forces now become more important as leaders sought to grapple with the implications of leading a distributed church. Administrative goals, such as how to collect the offering, etc. became increasingly important (Calladine 2007:7-8; Mallon 2007:10).
  4. Because of the leadership’s high-commitment / low-control style of leadership (Maconochie 2007:5), dialectic forces were not a major factor, as those who did not support the new vision went elsewhere.

Stage 4, Organic System

St. Thomas’ now emerges in much the same form it exhibits today (see Figure 5).WHITESEL Figure 5 St. Toms GCRJ.jpg

In Figure 5, the largest part of the church, represented by the broad base, connects with its indigenous context. In addition, the leaders in Figure 5, represented by the 20%, function as strategic managers looking toward the long-range future and planning of the church.

Trigger 4, (Ongoing) Dissemination

This ability of the 20% to be strategic thinkers and to focus on long-range vision has permitted St. Thomas’ to send its leaders around the globe to share their experience.

  1. Evolutionary forces come to the fore for the first time, since the strategies and systems created at St.. Thomas’ provide a model for similar congregations. Breen’s success as a writer, as well as the designer of Lifeskills, now Lifeshapes,© is testimony to the evolutionary forces now at work. Mallon’s writings have likewise helped disseminate what was learned in Sheffield. The popularity of their Visitors’ Week is also an indication to the evolutionary forces at play.
  2. A teleological emphasis upon measuring the church’s growth indicates that teleological goal-orientation forces still have significant influence.
  3. Life-cycle forces play a smaller, yet important role, as Breen, Mallon and Visitors’ Week help churches on the downward side of their life-cycle (Mallon 2003:76-95, Breen 1997, 2004).
  4. Finally, because dialectic forces do not usually play a significant role once a church has reputation for a particular tactic, dialectic forces are now less influential.

Stage 5, Organic System

             St. Thomas’ Church of Sheffield can be viewed today as an example of ecclesial change that is founded upon an evangelistic ethos, wed with a developing and integrated organizational management structure. Within this management structure a process model for change has emerged that deserves consideration as much as does St. Thomas’ insights on clusters (Hopkins and Breen 2007; Mallon 2003) or Lifeshapes© (Breen 1997). It is the writer’s hope that this process model can provide another view of the interplay of change forces and their involvement in church change.

Questions for Further Research

Question 1: Does the process model described above bear resemblance to processes found in other large postmodernal and organic congregations? A case study comparison between Vintage Faith Church in Santa Cruz, Calif. and Mar’s Hill in Grandville, Mich. might inform further discussion.

Question 2: Does this process model overly emphasize the importance of dialectic powers due to this change taking place in a long-standing Anglican congregation? An investigation of newly planted postmodernal and organic congregations such as The Bridge in Phoenix or Scum of the Earth in Denver might inform this research.

Question 3: What are the cultural ramifications of an English congregation as an church case study? In his responses, Breen downplayed the effect of dialectic forces because he sees English spirituality as so unpopular, that congregants who align with an evangelic church in the UK have already made a cultural break with popular expectations (Breen 2007:5). To what degree does a hostile, indifferent or unacquainted culture bear upon change forces, especially dialectical forces?

Question 4: Does the size of a congregation make certain forces for change more prevalent and/or powerful? In other words, are teleological forces more prevalent/powerful in larger congregations where professionals are expected to operate as strategic leaders. Note how this occurred at St. Thomas’ in Stage 2. A study of postmodernal and organic congregations of varying size, such as the sol café in Edmonton, Alberta along with Bluer of Minneapolis and Solomon’s Porch in Minnesota might inform grounded theory development on this topic.

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Woodhead, Mick. 2007. Personal Communication: Appendix 2. Sheffield, England, June 14, 2007.

Worchel, Stephen. 1998. A Development View of the Search for Group Identity. In Social Identity: International Perspectives, edited by S. Worchel, W. L. Wood and J. A. Simpson. London: Sage.

Yukl, G. 1990. Managerial Practices Survey. Albany, NY: Gary Yukl and Manu Associates.

[1] Poole tenders a helpful definition that a “process theory is a series of events that unfold through time to bring about some outcome” (2004:11).

[2] A autocratic management structure eventually led the NOS into schism. For an insightful look into the forces involved, as well as the NOS’s cultural influence see Gibbs and Bolger 2005: 82-85.

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