One of the many responsibilities of a church leader is managing employees; which includes setting expectations and monitoring how work is completed. Checklists can help to manage church operations.
We’ve all had those awkward experiences when a step to a process was missed or an important task was forgotten. This creates an uncomfortable situation and a frustrating work experience.
It is difficult to monitor job functions that require multiple steps, or programs that are multifaceted, which is why many organizations use checklists.
A checklist is a tool that organizations use to ensure that all important actions or steps in a process have been taken. Not to be confused with a check sheet, which is one of the seven quality tools, these checklists contain those steps or elements that are important to a process, situation or event.
For example, when planning a church event, it is helpful to have a checklist of all of the logistical steps that need to be taken to prepare for the event. This list helps the event organizer keep track of those things that need to be done in preparation of the event.
People use checklists the same way they make a to-do list. The difference being, the managers’ involvement in making the check list to make certain tasks are completed as assigned and in a timely manner.
There are many church jobs that could benefit from using a check list. The goal is to gather the information for each list and use it as a guide to steer consistent practice in various work areas.
10 Areas To Use a Check List
Church custodians have countless tasks that need to be completed on any given day and a check list can help to make sure all jobs are done.
For example, some custodian tasks are only necessary weekly, monthly or even quarterly.
Keeping a checklist of what needs to be done and when, helps to ensure nothing gets forgotten.
The receptionist has many responsibilities and there are things that need to be done on a daily or weekly basis.
Things like straightening the lobby, cleaning the coffee pot and watering the plants are all tasks that could be added to a receptionist checklist.
3. Money Counters
Money counters are often volunteers, which makes it even more important to provide a written list of things to do and information that needs to be tracked while handling church cash.
Use this checklist when training volunteers and keep a copy in the counter’s room as a reminder to working volunteers.
4. HR Application Process
There are many steps to a hiring process, and the person who is responsible for that function should have a list of things that need to be done before an employee is brought on board.
5. Special Events
Churches plan a lot of events. Create a checklist of all of the logistical steps to ensure all of the supplies are ordered, the event is setup as planned and volunteers receive the proper training for the event.
6. Event Set-up and Tear-down
Setting up for a church event requires many steps and detailed organization.
Creating an event set-up checklist can help employees and volunteers complete those necessary tasks to help ensure a successful event.
Cleaning up after an event can be a major project and using a checklist for volunteers can help them remember where to put those tables, linens and trash when doing an event tear-down.
7. Church Safety
Church leaders are responsible for making certain the church campus is safe for members, visitors and employees. A safety checklist can serve as a reminder to check those facility areas that could pose a safety threat.
Things like fire extinguisher check, safe storage of hazardous materials or adequate campus lighting are all things that could be included on a safety checklist.
Your insurance carrier is a great resource for determining those things that should be included in a church safety checklist!
8. Church Services
Weekly church services are another area that can benefit from checklists. Particularly when volunteers are responsible for helping to get things ready for members and visitors.
Volunteer communication, delivery of greeter handouts and turning on the coffee pot are all things that can be included in this list.
9. Campus Walk-through
Church campuses are big and require constant attention. Facility managers should have a checklist of those things that need to be looked at on a regular basis.
Things like noting dirty carpet, nicks in the walls and leaky faucets are all things that can be on a facility walk-through checklist.
10. Emergency Preparedness
If you read the newspaper you realize that emergencies and disasters have become common place.
Planning for emergencies is a great way to prepare the church for an unplanned event, but having a list of things that need to be done in the event of a crisis is critical to a smooth response.
Managing the quality of church operations requires constant focus and attention. Checklists are one way to help!
What kinds of checklists does your church use?