30+ Free Downloadable Church Forms

20+ free downloadable church forms that you can use today!

There are countless forms that a church office needs and here some examples:  Feel free to download these and modify them for your organization.

Background Check Authorization Form

Every volunteer should go through a thorough background screening as part of their volunteer application process and rechecked every couple of years. To access a downloadable background check authorization form, click here.

Background Check Authorization Form

Benevolence Application

Most churches deal with requests for benevolence assistance at one time or another and creating a policy and procedure for church benevolence assistance helps to ensure consistency in practice.  It is important to have church benevolence guidelines in place so everyone understands the steps to take when a request comes in.

You can access a downloadable copy by clicking on this link: Benevolence Application Form

Most churches deal with requests for benevolence assistance at one time or another and creating a policy and procedure for church benevolence assistance helps to ensure consistency in practice.  It is important to have church benevolence guidelines in place so everyone understands the steps to take when a request comes in.

Board Retreat Agenda for Mission, Vision and Values Session

The mission answers the question why the organization exists, the vision points to where it is headed and the values are the guiding principles for prioritization, behaviors and decision making. I was asked to put this agenda together for a church board meeting to create a mission, vision and values statement.

MVV board retreat agenda jpg

You can access a downloadable copy by clicking on this link: Board Retreat Agenda

Church Business Meeting Agenda

Effective meetings have a specific agenda and time allotments for each agenda item.   There should be a basic church business meeting agenda format that is adapted based on the goal of the meeting.

Church Business Meeting Agenda

You can access a downloadable copy by clicking on this link: Church Business Meeting Agenda Example

Church Goal Document

Writing goals is how things get done.  Churches like any other organization need to strategize, write and complete church goals.

example of a church goal document

You can access a downloadable copy by clicking on this link:  Church Goal Document

Church Member Survey

Soliciting feedback is one way to determine the perception of how well the church is meeting member needs. These 13 questions to ask church members can help you learn about their experience.

Example questions to ask in a church member survey.

You can access a downloadable copy by clicking on this link:  Church Member Survey

Code of Ethics and Conduct

Many organizations create code-of-ethics and conduct statements as a way to communicate established boundaries and set expectations for employee behaviors. This document also serves as a tool to help guide decision making and actions that demonstrate self regulation.  Church employees are not exempt from unethical behaviors and can also benefit from having a written guide for ethical conduct in the workplace.

Church employees are not exempt from unethical behaviors and can also benefit from having a written guide for ethical conduct in the workplace.

You can access a downloadable copy by clicking on this link:  Code of Ethics and Conduct

Employee Exit Interview Form

When employees leave employment, it is always good to have a conversation with them and try to learn about their experience.  This is often done using and exit interview form.

When employees leave employment it is always helpful to interview them to learn about their experience.

You can access a downloadable copy by clicking on this link:  Exit Interview Form.

Employee Goal Document

Employee goals should be written to support organizational or department goals.  For example, if the volunteer department has a goal to recruit more volunteers, an employee goal may be to organize the annual fair.

employee goal format

You can access a downloadable copy by clicking on this link:  Employee Goal Document

Employee Job Description

Creating church staff  job descriptions is one way to help keep employees focused on the most important tasks that support global ministry goals and objectives.

example church employee job description

You can access a downloadable copy by clicking on this link:  Employee Job Description

Employee Satisfaction Survey

There is something church leaders can do to learn about the employee experience and that is to just ask them! The interesting thing about church employees is that many will accept things as they are and simply suffer in silence because they don’t want to be perceived as a complainer. They often work with bad processes, poor communication and comparatively low salaries.

This happens when church leaders don’t recognize the importance of the employee experience. Taking care of the employees so they can fulfill their job responsibilities is one of the most important things church leaders can do because having engaged employees is critical to accomplishing church goals and ultimately achieving the mission.

employee satisfaction survey questions

You can access a downloadable copy by clicking on this link:  Employee Satisfaction Survey

Employment Application Form

Managing church employees is every bit as challenging as managing people in any other setting.  A church is only as strong as the people who do the work and weak employees can affect the customer experience and the ability to meet objectives.

The hiring process should be streamlined with a structured recruitment, application, screening and communication process for job applicants.

Church Employment Application Form

You can access a downloadable copy by clicking on this link:  Employment Application

Event Organizational Chart

I am a visual person so I like to work with organizational charts when planning events because they clearly show who has responsibility for what and what the pecking order is.  Chain-of-command is less about who is on the top of the rung as it is who can make decisions and help facilitate a smooth process.

event org chart jpg

You can access a downloadable copy by clicking on this link:  Event Organizational Chart

First Time Visitor Survey

Understanding the visitor experience can provide valuable information that can be used to create a first time experience that makes the visitor want to come back and hopefully join the church.

first time church visitor survey example

You can access a downloadable copy by clicking on this link:  First Time Visitor Survey

Incident Report Form

Keeping records is crucial to good church management. Documenting incidents of fire, theft, injury or any other potential ristk is part of that management process.

Church Incident Report Form

You can access a downloadable copy by clicking on this link:  Incident Report

Manager Evaluation Form

It is important to evaluate the people who manage and supervise employees and to have a structured manager evaluation process.  Managers should be evaluated on their ability to lead others, as well as their ability to complete departmental goals.

Manager Evaluation Form

You can access a downloadable copy by clicking on this link:  Manager Evaluation Form

Church Organizational Chart

Every church has a hierarchy.  Not all are formalized and not all are even consistent but there is a hierarchy whether it is formalized or not. Creating a hierarchy or church organizational chart document helps to keep everyone on the same page.

church org chart

You can access a downloadable copy by clicking on this link:  Organizational Chart

Paid Time Off Request Form

Church employees should be able to earn the same benefits they would receive in any other organization.  Having a structured process to track and administer church employee benefits can provide a positive experience for church employees.

example paid time off form

You can access a downloadable copy by clicking on this link:  Paid Time Off Request Form

Performance Appraisal

Effective church management uses the performance appraisal process to help manage employee performance and achievement of ministry goals. It is important to have well trained church managers and a structured process to document church employee performance and give performance appraisals.

church performance appraisal form

You can access a downloadable copy by clicking on this link:  Performance Appraisal

Self Appraisal

Employee self appraisals can serve as a very powerful tool for managers.  If done correctly, this tool can reveal employee perceptions of the workplace, how it is managed and things that could be done to improve the worker experience.  As managers, it is important to solicit this kind of feedback and be open to learn from what employees think and use it as a learning experience for professional growth.

self appraisal jpg

You can access a downloadable copy by clicking on this link:  Self Appraisal

Service Standards

Providing a great church experience for visitors and members is critical to church credibility and growth. Taking the time to conduct service training for church employees and volunteers prepares them to provide that great church experience. One step in the process is to create standards of service that are communicated, trained and monitored to hold people accountable.

example service standards

You can access a downloadable copy by clicking on this link:  Service Standards

Temporary Employment Agreement

There can be busy seasons for a church when it may be practical to hire someone on a temporary basis.  This is when a temporary agreement form might be used.  Be sure to consult your attorney for specific legal language for your organization.

There are times when you need to hire a temporary employee to help bridge a labor gap.  This form can help.

You can access a downloadable copy by clicking on this link:  Temporary Employment Agreement Form

Training Evaluation Form

An effective training evaluation form will identify strengths in the class, weaknesses in the content and sometimes weaknesses in the training method or presentation. Understanding the weaknesses can help provide the opportunity to improve the class.

training evaluation form jpg

You can access a downloadable copy by clicking on this link:  Training Evaluation Form

 

Tuition Reimbursement Request Form

Managing a church often requires higher education.  For this reason many churches offer tuition reimbursement as a church employee benefit.

example of a tuition reimbursement form

You can access a downloadable copy by clicking on this link:  Tuition Reimbursement Request Form

Volunteer Application

The volunteer application process is significant because it speaks to the credibility of the organization.  An efficient process helps volunteers feel confident with getting involved and helps to keep the application information organized.

church volunteer application

You can access a downloadable copy by clicking on this link:  Volunteer Application

Volunteer Approval Letter

Once volunteers have gone through the application and approval process, send them a letter to notify them and get them started!

Send  volunteers an approval letter once they've gone through the application process.

You can access a downloadable copy by clicking on this link:  Volunteer Approval Letter

Volunteer File Check Sheet

Church volunteers should be required to go through a formal application process. This creates consistency and entails filling out some paperwork that collects basic demographic information.

Check sheet to manage volunteer application process

You can access a downloadable copy by clicking on this link:  Volunteer File Check Sheet

Volunteer Job Description

Volunteers should be placed in the job that best fits their personality and skill-set.  All volunteer roles should have a well defined role description to ensure the volunteer has a good understanding of what is expected of them and detail of job tasks.

example church volunteer job description

You can access a downloadable copy by clicking on this link:  Volunteer Job Description

Volunteer Satisfaction Survey

Volunteers give of their time because they care about the organization and have a passion for its vision and mission.  Keeping volunteers engaged ensures maintaining a long term relationship and one way to engage them is to provide an opportunity to offer feedback to the organization. This makes it important to create a system that facilitates two-way communication between the organization and its volunteers.

example volunteer satisfaction questions

You can access a downloadable copy by clicking on this link:  Volunteer Satisfaction Survey

Volunteer Satisfaction Survey Graphs

When you solicit feedback from volunteers, it is helpful when you track volunteer responses.  This template can help you tack responses and create a graph to share with leadership.

volunteer satisfaction survey graph

You can access a downloadable copy by clicking on this link:  Example Volunteer Satisfaction Survey Graphs

 Please Note:  These documents are meant to serve as example forms and should not be construed as legal documents.  Please contact your legal professional for legal language specific to your organization.