How can you help leaders prepare for retirement?
Preparing for retirement can be an exciting time. For others, however, it can be a frightening season full of unknowns.  When succession and retirement is looming, you can coach ministry leaders through this season helping them gain peace and confidence. 

Written By Gary Reinecke

ICF Master Certified Coach, Resource Designer, Mission Strategist : InFocus

Leaders in their final years of vocational ministry are in a unique phase of life. Serving in the same role for a couple of years prior to retirement is one thing; serving in the same role for a decade or two (or three!) is a different thing altogether! There is a sense of finality that has not occurred during other life transitions. 

Discovering Peace Leading into Retirement

The question leaders face in this season is, “What’s next?”

In retirement, some leaders envision unplugging altogether. Others want to continue their ministry in some capacity. Others, still, will pivot into an entirely new focus. The best path for you will likely be different from the path chosen by your peers and colleagues.

Coaching leaders as they enter into retirement can be a life-giving exercise, particularly for the leader who may not have another forum to process their thinking. 

  • Understanding the Lord is intimately involved throughout this time
  • Experiencing the love and support of family and friends
  • Life-giving opportunities to serve post-retirement
  • Having a financial plan that allows to maintain your standard of living 

Coaching Leaders Through Retirement

pastor retirement

Imagine this scenario: you are a lead pastor or a denominational leader. You have been serving in your role for more than two decades! Now, you are contemplating life after your transition off of ministry staff. If you have planned carefully, you have created a financial pathway that will meet your needs for the near and long-term future. Relationally, you have established healthy relationships or have a community you will be involved with once the grind of your working life slows. You might feel called into a new season of ministry that allows you to put your ministry experience to good use, empowering the next generation of emerging leaders to continue the work of making disciples, developing leaders, and investing in new works.

There is also another, less predictable scenario. The financial pathway is not as clear.  You may not have many established healthy relationships and will need to invest the effort into developing a community that will benefit you during the next season. And, you may or may not have a desire to continue in a ministry context but still need to earn money to meet your financial obligations.

Whatever your situation, here is a list of questions leaders face when considering retirement. If these hit at the core of the issues you face or have seen others face–keep reading!

3 Challenges leaders face when considering retirement

Retirement can be a challenging time for most leaders.  Many people face one or more of these challenges when retirement is pending.  

1. Identity

Who am I apart from my role(s)?

The role in which you have served bleeds into your identity and you might need to establish who you are apart from what you do. A healthier narrative is rediscovering that you are valuable apart from what you do. Making that shift can be difficult; asking the right questions can help shift your perspective and help you rediscover your true identity.

2. Significance 

What will I do to make the biggest impact for the Kingdom?

After you have transitioned out of vocational ministry, it can be a challenge to find ways to still make a difference in people’s lives. The answer to this might be engaging in things that you love but have put aside for a season and need to reactivate. Hobbies, volunteering, or recreational activities can serve as ways you can add value to people’s lives.

3. Convergence

How can I leverage my experience, gifting and skills to advance the Kingdom?

This is where many leaders I coach into retirement focus their energies. No longer are they serving out of obligation to a job but simply to bless others.  Imagine taking the lifetime of experience you have garnered and now using that experience in a very focused way, doing only those things you enjoy doing, like writing, preaching, or training leaders.

Finishing well!

This is a wonderful time for a coach to help ensure leaders finish well! Coming alongside a leader through the season leading up to retirement and post-retirement is an honor and privilege. It is a unique opportunity to help a leader reflect on his or her life and prepare for an unprecedented transition, capturing learnings while they are still fresh in the mind of the leader.  

During this season, celebrate the “wins” that God has accomplished along the journey!

The theme of Bobby Clinton’s work on Leadership Emergence Theory in The Making of a Leader is that few leaders finish well!  It is evident when a leader is finishing well–that leader is more in love with Jesus now than when he or she began their journey of faith, has a lifetime of life and ministry fruit to show for it, and is still going strong even until the end of their life.  

The road to retirement can be rich and full of future opportunities–the right coach can help navigate that journey and walk alongside leaders in any situation to finish their journey well!

Resources

The commitment to helping others doesn’t end in retirement. For many ministry leaders, coaching is a natural next step. Check out our resources that will provide you with a solid coaching foundation and are crafted for ministry application. 

A great place to start is with our Independent Study GrowthTrack.

Photo by Rene Asmussen

Cover Photo by Aaron Burden on Unsplash

Building Cultural Awareness for Effective Coaching

If you are working to make your coaching client list more diverse, the best place to start is with a refresher in cultural sensitivity

Coaching for Resourcing 

Fighting a scarcity mindset by helping clients see God’s provision.

A Military Strategy for Coaching Ministries?

Big changes are needed to halt the decline of the Church in America. However, even small changes can be met with heavy resistance. Many pastors have tried to implement healthy changes and admit that it feels almost impossible. Here is a strategy that might help.

The Organized Coach

If you are coaching more than a handful of people, you know it can get hard to track all the moving parts. Here’s how you can keep it all organized.

2 Areas of Your Coaching Business to Consider

You’ve got the basics of your coaching practice in order. You are a trained coach and you have a business plan in motion. But things are moving slower than you hoped. Here are some intangibles and nonessentials that, with some attention, might be just what you need. 

The Prepare—Engage—Act Coaching Cycle

The three-phase cycle that is the foundation for successful coaching sessions.

Building your coaching practice

There is a lot of information swirling about the internet on how to build a coaching practice. Some of it is good and some not so much. What is actually necessary for you and your coaching practice? Here are some misconceptions and 7 essentials for success. 

Helping clients define discipleship

Here’s a great exercise I picked up from Dave DeVries. If your client wants to make not just disciples, but disciplemakers– people who can make other disciples– here is an exercise to try… 

Avoiding vision whiplash 

If your coaching client’s ministry is constantly evolving their staff and congregation may be experiencing vision whiplash—and it’s painful. Here’s how to help…

What to do when your client is stuck 

You have a coaching client who just isn’t moving forward on their goals. It happens to all of us. These 7 principles will help you troubleshoot and realign to gain momentum.