Churches are birthed out of a desire to help people discover the transformation that comes from learning, and living life based on biblical principles.
Every founding pastor can probably tell you when they first felt this aspiration and how it led them down a path to pioneer a church.
Churches grow when they provide members with solid biblical teaching and discipleship that is supported by structured systems and processes.
Church systems and processes touch everyone – members, volunteers, visitors and employees.
And, great systems are consistent, predictable and streamlined for efficiency.
When systems are created, steps to the processes are identified and policies and procedures are birthed.
Often the person creating the policies and procedures store them to memory – leaving the organization vulnerable to variances in how things are done.
Unless these policies and procedures are written down, they are at the mercy of the person performing them to “remember” all the appropriate steps.
Why write policies and procedures?
A written policy sets the expectation for employee and volunteer behaviors and the procedure outlines the steps for it. This ensures consistency in practice and helps to maintain a high level of quality in how things are done.
7 Reasons to Write Down Policies and Procedures
1. Articulate Required Steps
Policies and procedures provide a guide for meeting organizational objectives and help to ensure quality systems and processes support how church is done.
This is achieved by describing the steps that employees and volunteers are to take when delivering a service.
This detail helps employees and volunteers understand what is expected of them and takes the guess work out of performing job duties.
For example, offering counters should understand the expectation for handling church cash and the steps to sort, count and deposit the offering into the church safe.
Detailing these procedures help to ensure that all counters handle church offerings the same way. And, this consistency in practice helps to secure church funds and guards against any possibility of embezzlement.
2. Provides Performance Measures
Procedures can be used to measure how work gets done and assesses if the predetermined steps are followed consistently.
For example, a procedure for a receptionist answering the telephone should include using a preset telephone script.
This helps to ensure consistency in how the phone is answered but also provides measures (how often there is a variance) that can be used in the annual performance appraisal.
3. Ensures Process Consistency
Written procedures help to provide consistency in practice and helps to ensure that all steps are followed and that things are done the same way every time.
When steps get skipped, it creates an inconsistent process that then causes variations in how a service is provided or a task is performed.
For example, if the receptionist answers the telephone different every time, it is difficult to ensure a good experience for the caller.
4. Serves as a Training Tool
Employee and volunteer training is one of the most valuable investments a church can make.
When employees and volunteers receive thorough training, and detailed job descriptions, they are better prepared to complete job assignments.
Using policies and procedures as part of that training helps to ensure that there is consistency in how things are done and reinforces global expectations.
For example, a review of policy and procedures should be incorporated into a new employee and volunteer orientation process.
Employees and volunteers need to be trained on policies and procedures but should also have continuous refreshers to inform them of changes in practice and to remind them of expectations for adhering to church policies.
5. Ensures Safety and Legal Compliance
There are many laws and regulations that churches are required to comply with.
Policies and procedures help to ensure that the organization is in compliance with safe practices and legal regulations.
6. Training Refresher
A policy and procedure manual can be used as a tool to help train employees and volunteers.
This tool also serves as a resources and acts as a reminder of procedure steps and expectations.
For example, every department of the church should have a department specific policy and procedure manual that employees and volunteers can refer to ensure consistency in how work is performed.
7. Foundation for Process Improvement
Policies and procedures should be a living document that is reviewed and updated once a year.
This consistent evaluation, through the eyes of those working with the policies and procedures, can shed light on areas that can be improved.
For example, a volunteer who works in the nursery may recognize a process that could be done more efficiently. Volunteers can often shed light on improvement opportunities that a church leader or employee may not see.
Policies and procedures should be consistently reviewed for its effectiveness and to ensure that what is being done in practice is adding value.
As a church grows, internal processes and systems grow with it, creating the need to write things down. Doing so in a detailed policy and procedure manual, can help to ensure that the services that the church provides can consistently maintain the level of quality that the church hopes to achieve.
Does your church write down policies and procedures?
You could also include ease of handover to future leaders.
That’s a great point! Thanks for sharing!
Hi Patricia – great post! I have a question regarding policies for Guest Services in churches. Should this be a policy? It seems like a no-brainer – do you really need to formalize what should be a given – welcoming guests – but there are people in any church who resist change and may not be amenable to changing how operations are done unless they are told its ‘policy’.
Hope you and your readership can comment on this!
Hi Steve. Guest Services volunteers should go through training so you can set expectations for how you would like them to interact with guests. Part of that training should include a written guideline for them to follow – more as a reminder of the expectations for them as volunteers.
Thanks for the comment!
Are you able to provide examples what type of policies should churches have in place
Hi Evans. Church policies should be dictated by the strategy and goals of the church and formalize the process of “how we do things here”. Some basic policies that every church should have are for cash handling, code of conduct, accounting practices, financial management, child abuse reporting, background checks, volunteer and employee management. I hope this helps!