# Annual Timeline # Full Annual Timeline # Wellspring Annual Timeline This is the month-by-month operational timeline for running UU Wellspring at Foothills. Links throughout point to supplemental documents with full content for templates, role descriptions, resources, and forms. --- ## January **WSLT Self-Assessment and Reorganization** 1. WSLT reflects on its own makeup and discerns whether to invite new members or rotate off. 2. WSLT reorganizes and/or invites new members. - Ask staff to add new members as Wellspring PCO Group Type Managers in PCO Groups - Ensure new members are editors in PCO, have access to PCO Forms, and can send emails - Add new WSLT members to [Shared Drive](https://drive.google.com/drive/u/0/folders/0AJaxBHiw1bzrUk9PVA) **Website Review** 3. WSLT reviews [Foothills Wellspring website](https://foothillsuu.org/connect/smallgroups/wellspring/) and conveys any updates to staff (send to Communications Manager). **Facilitator Support** 4. WSLT hosts check-in with current Sources/LATC facilitators to offer support and begin discerning which participants might serve as facilitators. - Goal: Identify potential facilitators; apprentices practice facilitation in their own groups. **Curriculum Review** 5. WSLT reviews [UU Wellspring website](http://www.uuwellspring.org) and updates Foothills' facilitator resources: Quick-Start Guide, Spiritual Directors List, and book list. **Second-Year Discernment** 6. With input from current Sources facilitators and past participants, WSLT discerns whether there is interest in a second-year offering and which curriculum might be offered. **Short-Term Groups** 7. Short-term groups (Sacred Earth, Wellspring Reads, etc.) begin meeting. --- ## February **Facilitator Identification** 1. With input from current Sources facilitators, WSLT identifies candidates for Sources facilitators for the following year. **Facilitator Outreach** 2. Email is sent over the name of the ministerial staff lead to current and past WS Sources participants inviting them to consider Sources facilitation. 3. WSLT and/or current Sources facilitators extend personal invitations to likely facilitator candidates. - During a WS Sources session, invite participants to write down 1-2 names of people from their group who they think might be a good facilitator. **Serve Form** 4. Facilitation volunteers are asked to fill out the [Serve Form](https://foothillsuu.churchcenter.com/people/forms/80423). Wellspring facilitators are listed under "Adult Spiritual Deepening." --- ## March **Admin Updates** 1. WSLT asks Admin Staff to update PCO People Wellspring Completion Dates in Profiles. **Facilitator Finalization** 2. Beginning of March: Sources facilitators for the next year are finalized. 3. Facilitators are asked to identify their preferred time slots (day of week, meeting time, meeting format) and starting date (retreat date). - If more than one Sources group is forming, all facilitators need to commit to the same retreat date. - Submit [Event Reservation and Promotion Form](https://foothillsuu.wufoo.com/forms/svd5lcv1thok5d/) for Wellspring groups (1 form, include all details for each group). **Application Update** 4. Sources [application](https://foothillsuu.churchcenter.com/people/forms/391442) is updated to reflect times facilitators agree to meet as well as the retreat date. **Second-Year Interest Survey** 5. Once facilitators are finalized, WSLT surveys WS grads and current Sources participants to measure interest in second-year offerings and creates or updates second-year enrollment form. **Promotion** 6. WSLT drafts newsletter article promoting WS Sources enrollment. 7. WSLT orders participant reflection journals from [UU Wellspring website](https://uuwellspring.org/) for new facilitators as a welcome gift. 8. WSLT submits [Event Reservation and Promotion Form](https://foothillsuu.wufoo.com/forms/svd5lcv1thok5d/) at least 2 weeks in advance for: Wellspring Annual Gathering, WS Sources enrollment promotion, and "Ask Me About Wellspring" coffee hour conversation. **Wellspring Annual Gathering** 9. WSLT hosts Wellspring Annual Gathering to bring past participants and current Sources participants together. Purpose: Recruit facilitators, encourage participant recruitment, gauge interest in second-year program, address "What's Next" (So What After Wellspring?). Sample Agenda (from 2024 Info Session, 9:30-10:30): - Welcome - Overview of Wellspring, emphasizing new Love at the Center curriculum - Impact of Wellspring: 2 testimonials - Wellspring / Sacred Arts / Journey overview - "We Need You!" recruit for facilitators and leadership team - Survey of interests for next year (written, distributed at sign-in) - Name tags indicating past/present/future participant status - Brunch finger food, coffee, tea --- ## April **Mentor Assignment** 1. WSLT identifies mentors for new facilitators. 2. WSLT mentor(s) reach out to new Sources facilitators to welcome them, establish the mentoring relationship, share the Quick-Start Guide, and present participant reflection journals. **Participant Recruitment Begins** 3. Sources participant recruitment begins: - Newsletter article promoting WS Sources enrollment is published. - WSLT encourages current year's facilitators to speak with their groups about sharing the WS experience and considering second-year offerings. - Email is sent to all Wellspring grads asking whom they would nominate as Sources participants for the next year (using [Wellspring Nomination Form](https://foothillsuu.churchcenter.com/people/forms/96713) and Interested In Wellspring Group). - WS Sources testimonial chalice lighting is offered by a current participant or facilitator. - WSLT and/or next year's facilitators host "Ask Me About Wellspring" information session at coffee hour in mid-to-late April. **Second-Year Communication** 4. If a second-year offering is planned, WSLT emails WS Sources grads what curriculum will be offered and provides second-year enrollment link. **Shared Ministry Covenant** 5. WSLT begins work on the Shared Ministry Covenant for the annual review process. --- ## May **Feedback** 1. WSLT sends All Wellspring Groups Feedback Form. **Roster Finalization** 2. WSLT reviews Sources applications and the Sources participant roster is finalized. **Financial Support** 3. WSLT sends ministerial lead a list of people requesting financial support. Ministerial lead will assess funds and send out information to them about that process. **Enrollment Notification** 4. WSLT notifies Sources participants by email of their enrollment. **Second-Year Finalization** 5. If a second-year curriculum is offered, WSLT finalizes participant roster and notifies participants. **Shared Ministry Covenant** 6. WSLT submits Shared Ministry Covenant documentation for annual review. --- ## June **Enrollment Notification** 1. WSLT notifies Sources participants of their enrollment. - Remove anyone who joins a group from the Interested Group in PCO. **Second-Year Group Assignment** 2. If a second-year curriculum is offered, WSLT notifies participants of their group assignment if necessary. **PCO Group Setup** 3. Church staff builds PCO groups for Sources and for any self-facilitating second-year offering. - Include adding events to event calendars. **Curriculum Access** 4. Ministerial staff handles UU Wellspring billing to obtain curriculum passwords for upcoming year and communicates to WSLT. **Book Discounts** 5. WSLT contacts local bookstores for possible group discounts on required readings. --- ## June/July **Archive and Transition** 1. Archive old Wellspring Groups in PCO Groups. **New Facilitator Orientation** 2. WSLT designees/mentors meet with new Sources facilitators to orient them to resources on [UU Wellspring website](https://uuwellspring.org/) and use of PCO if needed. 3. Sources facilitators register on the [UU Wellspring website](https://uuwellspring.org/) and plan to attend UUWellspring facilitator training. **Welcome Emails** 4. Sources facilitators send welcome email to their groups providing instructions on books to obtain, guidance on lining up a spiritual director/companion/friend, and a reminder of the retreat date. **Second-Year Groups** 5. If a second-year offering is planned, WSLT emails self-facilitating groups with their curriculum-specific password and encouragement to begin their work of forming. --- ## August **Sources Retreat** 1. Sources retreat is held. - If only one Sources group is forming: That group's facilitators conduct the retreat with the WSLT available to assist if needed. - If more than one Sources group is forming: The WSLT will be more involved to open and close the retreat, supplementing the facilitators' work with their own groups while creating a shared experience across the groups. Ministerial staff lead may meet briefly with retreat attendees to encourage/inspire. **Second-Year Encouragement** 2. If a second-year offering is planned, WSLT offers encouragement as needed for self-facilitating groups to schedule their first session. --- ## September **Groups Begin** 1. Year-long groups begin meeting. **Short-Term Planning** 2. WSLT confirms facilitators are in place for any short-term WS groups to be offered in January (e.g. Sacred Earth). --- ## October > **Note:** The 11-session "Love at the Center" curriculum affects programming in this month. Check [UU Wellspring](https://uuwellspring.org/) for current release status. **Facilitator Check-In** 1. WSLT designees/mentors host check-in meeting for Sources facilitators to share experiences, offer support, and problem-solve if needed. - Facilitators share feedback with mentor from Group Health Check. - WSLT consults with ministerial staff lead if additional guidance is needed. **Second-Year Support** 2. WSLT offers support/encouragement to second-year group(s) if needed. **Short-Term Group Promotion** 3. WSLT works with staff to publicize any short-term offering to begin in January (e.g. Sacred Earth). - Submit [Event Reservation and Promotion Form](https://foothillsuu.wufoo.com/forms/svd5lcv1thok5d/). **Curriculum Access for Short-Term** 4. Ministerial staff handles UU Wellspring billing to obtain curriculum password for any short-term offering. --- ## November/December **Short-Term Group Setup** 1. Staff builds PCO group for short-term offering. **Facilitator Support** 2. WSLT designee/mentor supports short-term offering facilitators in accessing UU Wellspring curriculum and PCO as needed to communicate with their group(s). --- ## See Also - [Quick-Start Guide for New Facilitators](https://guide.foothillsuu.org/books/wellspring/page/quick-start-guide-for-new-facilitators) - [Facilitator Recruitment](https://guide.foothillsuu.org/books/wellspring/page/facilitator-recruitment) - [Participant Recruitment](https://guide.foothillsuu.org/books/wellspring/page/participant-recruitment) - [Second-Year Offerings](https://guide.foothillsuu.org/books/wellspring/page/second-year-offerings) - [Opening Retreat](https://guide.foothillsuu.org/books/wellspring/page/opening-retreat) - [PCO and Admin Tasks](https://guide.foothillsuu.org/books/wellspring/page/pco-and-admin-tasks) - [Forms and Links](https://guide.foothillsuu.org/books/wellspring/page/forms-and-links)