David W. Scott - United Methodist Disciplines: Boundaries vs. Ideals

Today's post is by UM & Global blogmaster Dr. David W. Scott, Mission Theologian at the General Board of Global Ministries. The opinions and analysis expressed here are Dr. Scott's own and do not reflect in any way the official position of Global Ministries.

Inspired by upcoming work on the General Book of Discipline during this quadrennium of the UMC, I have been examining over the past couple of weeks how United Methodists understand the concept of discipline and what it means to have a Book of Discipline.

As part of that series, I asserted that the purpose of having a denominational Book of Discipline is to help United Methodists live productive lives of Christian discipleship, where, together with others in Christian community, they grow in holiness, i.e., the love of God and neighbor.

I also asserted that one of Methodism’s theological insights is that actions matter in the Christian life, and that discipline builds on this insight by trying to regulate Methodists’ actions, to encourage those actions which best express holiness and discourage actions which are at odds with holy living. Last week, I looked at rules and norms as two different ways to influence action.

This week, I would like to suggest another pair of approaches to influencing action: boundaries and ideals.

In brief, boundaries set the limits of acceptable actions. They determine what sorts of actions are prohibited, or “out of bounds” within a particular community, and what actions are required of a community’s members to remain in the bounds of the community. Boundaries set expectations for behavior by indicating what behaviors people should not engage in and focusing on penalties for not performing required behaviors.

Ideals, on the other hand, set standards and goals for desired and discouraged actions. They determine what sorts of actions would best reflect the beliefs, values, and identity of a community and what actions would be inconsistent with those beliefs, values, and identity. Thus, they set aspirations for behavior by indicating what behaviors people would exhibit in the best of situations, even if there is recognition that in practice, individuals will not exhibit all of these behaviors or will not exhibit them perfectly.

An easy test of whether a rule sets a boundary or an ideal is whether questions about if it has been followed must be answered with “yes/no,” in which case it sets a boundary, or whether such questions can be answered on a spectrum, in which case it sets an ideal.

The UMC Book of Discipline contains both boundaries and ideals.

As an example of a statement of ideals, look at the membership vows in ¶217. When members affirm that they will “accept the freedom and power God gives them to resist evil, injustice, and oppression,” they are not agreeing that they will never commit any more wrongs at the risk of losing their church membership. They are affirming an ideal of Christian discipleship. For various reasons, members may by commission or omission still participate in oppression, but they recognize that such behavior does not conform with the highest ideals of Christian discipleship.

Just a few paragraphs later comes an example of a statement of boundaries. ¶221 on “Accountability” sets a boundary for membership. It explains the actions required by congregants and pastors in a situation in which a congregant is accused of not living up to their baptismal vows. It details the steps of intervention, mediation, and ultimately church trial.

Other portions of the Book of Discipline are less clear whether they constitute boundaries or ideals. When ¶216 says, “Baptized infants and children are to be instructed and nurtured in the meaning of the faith, the rights and responsibilities of their baptism, and spiritual and moral formation using materials approved by The United Methodist Church,” it is clearly attempting to set some boundaries on what the confirmation process should look like in UMC churches. Yet, most United Methodists would recognize that actual confirmation practices in UMC churches vary, with little consequence, so this passage may function more as an ideal than a boundary.

To the extent that the Book of Discipline is influenced by U.S. secular law (and that’s a significant extent), it has tended to proliferate boundary statements. U.S. secular law is geared toward determination of mutuality exclusive states (guilty/innocent, owning/not owning, liable/not liable, etc.) and toward outlining proper procedures. Determining which of two (or more) mutually exclusive states a case falls into is an exercise of boundary setting. The concept of “proper” procedures implies that if certain actions are not performed rightly, if they fall outside the boundary, then the procedures will be improper and invalid.

Large portions of the Book of Discipline, especially in Part VI: Organization and Administration, reflect boundary-setting material – rules for determining who counts as being in which categories of ministry, rules for who should be on what committee or board, rules about actions that must be followed or avoided lest they lead to improper organization and administration of the church. Certainly, some of this material is necessary, especially for the church in the United States to function within the context of secular law.

Yet, we should remember that the point of discipline is discipleship. Discipleship involves being conformed to the image of God through the on-going process of sanctification. And that process of being conformed to the image of God is less about behaviors that absolutely must or must not happen. It’s about better and better reflecting the characteristics and heart of God. It’s about approaching an ideal.

So, since discipline is ultimately about discipleship, ideals are often more useful than boundaries in clarifying the end toward which our church behaviors are oriented. Boundary setting may play an important part in helping us walk the path toward the goal of discipleship by preventing us from falling into ditches to the side of the path, but articulating our ideals of Christian discipleship must remain the primary focus of our disciplines.

To get some idea of what this could look like, I recommend reading through the section on ordination in the African Methodist Episcopal Church’s Book of Discipline. So much of the UMC’s section on ordination is focused on boundary setting – required mentoring, required education, required papers, required committee and board meetings, etc. The AME Book of Discipline has some of that, to be sure. But that AME Book of Discipline also has beautiful passages describing the qualities that a Christian minister should embody. It describes what sort of person ministers should be, or at least should aspire to be. It lays out the ideal.

I don’t know if AME ministers are better disciples than UMC ministers because of this setting of ideals, nor do I know how such a statement could even be assessed. But I do know that the AME Book of Discipline is more discipleship focused on this point, and that’s an example that United Methodists can aspire to follow as we continue to refine and perfect our Book of Discipline.

David W. Scott - United Methodist Disciplines: Rules and Norms

Today's post is by UM & Global blogmaster Dr. David W. Scott, Mission Theologian at the General Board of Global Ministries. The opinions and analysis expressed here are Dr. Scott's own and do not reflect in any way the official position of Global Ministries.

Last week, I argued that the purpose of having a denominational Book of Discipline is to help United Methodists live productive lives of Christian discipleship, where, together with others in Christian community, they grow in holiness, i.e., the love of God and neighbor. The process of developing a General Book of Discipline that determines adaptable and non-adaptable portions of the present Book of Discipline is thus an opportunity to think theologically about the role of discipline in the life of discipleship.

One of Methodism’s theological insights is that actions matter in the Christian life. Christianity is not just about believing the right things; it is about putting one’s faith into action and thereby living out holy love. Discipline builds on this insight by trying to regulate Methodists’ actions, to encourage those actions which best express holiness and discourage actions which are at odds with holy living.

Yet there are two different ways to influence people’s actions: rules and norms.

Rules are formal statements of required or prohibited actions. They usually are tied to a set of stated consequences that apply if the rules are broken or at least an authority that has the power to enforce the rules and apply penalties if they are not followed. The primary feature of rules is that they are explicit. They state clearly, in ways that are accessible to all members of a community, how those community members are to behave.

Norms, on the other hand, are implicit. They are internalized and usually unspoken guidelines about how community members are to behave. There may be consequences to breaking norms, but these are social consequences, and those consequences are not necessarily predetermined nor does their application depend upon a particular authority. Norms operate through a process of socialization into the group that produces a common understanding of how to act.

Both formal rules and internalized norms can significantly shape people’s actions, but they do so in different ways, with each working best in specific settings.

Rules are especially useful in situations where there might be uncertainty or disagreement about how to behave. When there is uncertainty or disagreement about behavior, rules define expected behavior clearly in a way that everyone can access.

There are probably rules posted in your church kitchen. Not everyone who enters a church kitchen does so with the same idea about what to do with a dirty coffee cup or where to store leftover food, so posted rules encourage people to behave in the same way in that kitchen, regardless of what their initial inclinations would be.

Rules are also especially useful in situations where the consequences of behavior are significant. There’s no rule about not making change from the offering plate because, while that might be seen as a social faux pas, there’s little impact on others of that behavior. However, there are probably rules posted around your church about the heating or air conditioning systems because if one person acted inappropriately, that has the potential to discomfort everyone else in the church.

Norms have the advantage of being more comprehensive and more efficient than rules. Because they are based on observations of the behaviors of others, a lot more can be communicated in this way, and it can be done much more quickly than if everything were written down.

Imagine all of the behavioral choices that go into the average church potluck – what type of food to bring, how much to bring, what form to bring it in, how much food to take, etc. Some of these choices might be decided through formal rules (e.g., “Last names A-G bring a salad.”), but most of these choices are made based on observations of previous potlucks. You get a sense of how people act at a potluck, then you behave similarly. There might be some confusion for first-time participants, but by your second or third potluck, you get the hang of it, all without having to read a 32-page manual of rules on how to behave at potlucks. This is the power of norms. Even if there were a 32-page manual of potluck rules, it still probably won’t be as effective at getting people to behave the same way as social imitation is.

The disadvantage of norms is that they require a community of practice to operate. Potluck norms work when there’s a church community that regularly has potlucks. That setting of the same group of people engaging in the same set of actions is what allows people to socially learn from one another. If a church were to have a potluck for the first time ever, there would likely be a lot more variation in people’s behavior at the potluck. Or, if you had been to many potlucks before but then went to one in a new setting, it might be more difficult to anticipate in advance how people would behave because you would be outside the community where you learned potluck norms.

One of Wesley’s key insights, though, was that the practice of Christianity best happened in community. Classes, bands, and select societies were predicated on Christian community. These groups formed settings in which collective Christian norms could encourage all members of the community to behave in a more holy way. The Bible may function as a shared text, but most Christian small groups don’t have an extensive list of rules to govern their behavior or that of their members. Instead, they depend upon frequent interactions among members around shared areas of concern that build up commonly held norms in those areas. This has historically been an incredibly effective way to discipline Christians in their practice of discipleship.

Yet, the entire membership of The United Methodist Church functions much different than a small group. Most members of the church do not know each other, indeed have never met each other. So, there is no opportunity for people to directly learn social norms from one another. To the extent that individuals are part of multiple smaller groups within the denomination, they may help transfer norms from one area to another.

Nevertheless, for there to be shared understandings of expected behavior across the whole denomination, there need to be explicit rules, since the scope of the denomination is too large for implicit norms to function well. That is why we have a Book of Discipline.

Yet, even though rules are necessary in a large, multi-national, multicultural, multilinguistic denomination, it is important to remember that discipleship best happens in community and discipline exists to support discipleship. Thus, making formal rules is not an end in itself. The best and most effective way to discipline members into living lives of Christian discipleship is for them to be part of communities that can create shared norms of discipleship.

Rules support this process of community norming by ensuring that these communities incorporate key behaviors when the potential risk of not doing so would be disastrous to communities and by clarifying expectations of how the communities will relate to one another in mutual support of their process of forming Christian disciples.

Rules are not the only thing that can be included in a written Book of Discipline. In my next post, I’ll look at the distinction between boundaries and ideals.

David W. Scott - United Methodist Disciplines: Discipline and Discipleship

Today's post is by UM & Global blogmaster Dr. David W. Scott, Mission Theologian at the General Board of Global Ministries. The opinions and analysis expressed here are Dr. Scott's own and do not reflect in any way the official position of Global Ministries.

Among the many actions of the recently concluded General Conference was to approve continued work on the General Book of Discipline. The creation of a General Book of Discipline is an idea that’s been around The United Methodist Church for some time and is laid out in ¶101 of the Book of Discipline.

In short, work on the General Book of Discipline involves designating certain portions of the Book of Discipline as adaptable and certain portions of it as non-adaptable. Adaptable portions of the Book of Discipline could be changed by central conferences (and regional conferences, should Worldwide Regionalization be ratified). Non-adaptable portions of the Book of Discipline are binding on all branches of the church.

Clearly in the non-adaptable portion of the Book of Discipline is the Constitution, the Doctrinal Standards and Our Theological Task, the Ministry of All Christians, and the Social Principles. Work on the General Book of Discipline is thus focused on the largest portion of the Discipline, Part VI: Organization and Administration. The instructions in ¶101 call for Part VI to be split into adaptable and non-adaptable parts.

This work is primarily assigned to the Standing Committee on Central Conference Matters (SCCCM) and the Committee on Faith and Order (CFO), with some additional groups consulted on portions of the work. A movement at General Conference to give the SCCCM and CFO the power to reword portions of the Discipline rather than merely categorize them as adaptable or non-adaptable ran out of time to revise the authorizing legislation.

Worldwide Regionalization was one of the major foci for General Conference, and the work on the General Book of Discipline intersects in important ways with the push for regionalization. The regionalization legislation (which still requires ratification by annual conferences to go into effect) would clarify and strengthen the power of what would become regional conferences to adapt portions of the Book of Discipline. A General Book of Discipline would clarify where that power to adapt should be focused.

For some portions of the Book of Discipline, the decision about whether to categorize them as adaptable or non-adaptable is fairly straightforward. Portions of the Discipline dealing with US clergy pension programs, for instance, are clearly relevant only to one part of the church, and other parts of the church should be able to remove them or replace them with their own clergy retirement provisions.

Other portions of the Book of Discipline are less clear. Should the order of deacons be an adaptable part of the Discipline, since some places in Africa still practice the transitional diaconate, or should that become a standard practice everywhere? Should the agencies be seen as part of the global infrastructure of the church, or are they primarily vehicles for the US church to do its work? Should the process of organizing a new congregation be the same in all places?

Such questions push the church to think carefully about theological issues around contextualization, subsidiarity, unity, and mission. They impinge upon relational issues such as trust, differentiation, control, and reciprocity. These are all good and important issues to think through.

Yet if we go one level further up, work on the General Book of Discipline raises a further question: Why do we have a Book of Discipline? What is its role in the United Methodist understanding of the Christian life? How does the concept of discipline and the existence of a Book of Discipline shape The United Methodist Church as a Christian community?

Discipline is a central concept in Methodism, dating back to the days of John Wesley. In secular meanings, discipline has connotations of instruction, knowledge, training, and adherence to rules. All of these fit with Methodism’s understanding of discipline.

But the best linguistic connection through which to understand Methodist discipline is the connection between discipline and discipleship. Discipline is, in essence, a reflection of the Methodist understanding of how discipleship should work. For Methodists, a life of discipleship is a disciplined life.

John Wesley believed, and subsequent generations of Methodists have maintained, that a life of Christian discipleship should be focused on growing in holiness through sanctifying grace. That process of growth involves spiritual and moral training, which is best carried out in Christian community through a set of regularized practices that structure the Christian life.

In Wesley’s revival, such lives of Christian discipline were initially structured through small groups – the classes and bands. Eventually, as Wesley and the preachers associated with him began to meet in yearly conferences, the minutes of those conferences wrote down “what to teach, how to teach, and how to regulate our doctrine, discipline, and practice.” These written minutes were the beginning of the evolution of the present UMC Book of Discipline.

Yet it should not be lost that the point of these formalized minutes was to assist the individual Christians who were part of Wesley’s revival in living out disciplined lives of Christian holiness. The point of disciplines (and a written Discipline) was ultimately spiritual, not administrative, legislative, or legal. Disciplines existed to standardize best practices from the revival so that people could incorporate these practices into their Christian discipleship and thereby grow in holiness.

Thus, as United Methodists think about work on the General Book of Discipline, it is critical to keep in mind the spiritual intent of having a Book of Discipline. The question is not merely, “What rules can we afford to allow variation in around the world?” Ultimately, the question must be, “How do we craft a General Book of Discipline that helps United Methodists around the world be successful disciples of Jesus Christ?”

With this lens of discipleship in mind, I will suggest a few additional concepts over the next several posts to help United Methodists think through how disciplines and a Discipline can contribute to living out lives of holiness in Christian community.

Recommended Viewing: American Society of Missiology 2024 Conference Plenary Videos

The American Society of Missiology, the premier ecumenical professional organization dedicated to mission studies in North America, held its annual meeting a couple weeks ago. This year's theme was “Mission with Children, Youth, and Young Adults.” The theme was chosen by 2023-2024 President (and Association of Methodist Professors of Mission member) Rev. Dr. Benjamin L. Hartley.

The conference included a schedule of plenary presentations and paper presentations, all focused on the yearly theme. The plenary presentations were videotaped and have been posted on the society's YouTube channel. They are well worth viewing, especially Hartley's fine presidential address.

Benjamin Hartley: John R. Mott amidst the Students

Dwight Radcliff, Jr.: Remixing the Center

Andrea Toledo Baker: Sacred Spaces