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The Settlement Handbook
The Settlement Handbook
Career Development for Ministers, Ministerial Transitions

Our Association's settled ministry search process can seem long and complex. A lot happens between the announcement that a minister is leaving to the beginning of a new ministry; however, year after year we see that good process yields better ministry matches.

We offer our guide to the settled search process in two formats: a document and a companion video series which breaks the search down into phases. Important links/forms for each phase are also included on this page and in the Appendix of the PDF document.

  1. The Settlement Handbook (PDF)
  2. A series of brief, conversational videos about the phases of the search process with Rev. Keith Kron, our Transitions Director:


Important Links

Phase One: Concluding a Ministry Well

UUMA Guidelines

Second Ministry Search Handbook

Notice of Ministerial Transition

Transitional Ministry Handbook

Phase Two: Education and Preparation for Search

Finding a Compensation Consultant

General Compensation Information

Ministerial Website Template

Regional Transitions Coach Report after First Visit (for Coaches)

Phase Three: Building the Structure to Search

Congregational Covenant

Ministerial Covenant

Congregational Survey

Beyond Categorical Thinking Program Information

BCT Request Form (Word)

Blank Congregational Record

Blank Ministerial Record

2019 UUA/UUMA Recommended Ministerial Agreement for Full-time Senior, Lead, and Solo Ministries (Word)

Contract Change Form

Sample Interview Questions for Search Committees and Ministers (xls)

Government Reimbursement Rates for Mileage

Clergy Moving Resource from Maj-Britt Johnson

A Guide to Process Observation (from UU Regional Lead Rev. Dr. Ian Evison)

GeoIndex Listing 2019-2020

Report after Second Visit (Coaches)

Phase Four: Opening Up for the Search

Regional Transitions Coach Report After Third Visit (for Coaches)

Phase Five: Discernment and Mutual Selection


Phase Six: Finalizing the Offer

Responsible Staffing (PDF, 14 pages)

Oxford Document Management Company (background checks)

Church Mutual Insurance Company (background checks)

Phase Seven: Entering into a New Ministry

Notice of Ministerial Call

If No Match Occurs: The Second Round


About the Author

  • Christine Purcell serves as the Transitions Program Manager for the Central East, MidAmerica, New England, and Southern Regions. She works closely with congregational leaders, search committees, and transitions coaches to support ministerial search processes.

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