There are countless forms that a church office needs and here some examples: Feel free to download these and modify them for your organization.
Free Church Forms
Board 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.
You can access a downloadable copy by clicking on this link: Board Retreat Agenda
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.
You can access a downloadable copy by clicking on this link: Code of Ethics and Conduct
Church Goal Document
Writing goals is how things get done. Churches like any other organization need to strategize, write and complete church goals.
You can access a downloadable copy by clicking on this link: Church Goal Document
Additional Church Forms Available!
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
Cash Handling Policy
Good cash handling policies and procedures are critical to ensure the safeguarding of church funds. And yes, churches are just as susceptible to embezzlement as any other organization. The reason being is unsupervised access to cash is simply too tempting for many people, particularly people with a financial need.
You can access a downloadable copy by clicking on this link: Cash Handling Policy
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.
You can access a downloadable copy by clicking on this link: Church Business Meeting Agenda Example
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.
You can access a downloadable copy by clicking on this link: Church Member Survey
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.
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.
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 risk is part of that management process.
You can access a downloadable copy by clicking on this link: Incident Report
Visitor Information Card
Use visitor cards to gather information about visitors. Ask guests to fill out a visitor card and return it to the guest services area. When they arrive offer them information about the church and a free gift. The gift can be a bible, special book or bookmark. The gift is not as important as the opportunity to connect with the visitor.
You can access a downloadable copy by clicking on this link: Visitor Card
Visitor Thank You Letter
Follow up with a thanks for visiting letter. Assign this job to someone every Monday morning. You want this letter to go out quickly while the church experience is still fresh in the visitor’s mind. Include a coupon for a free coffee or pastry when they return. This tiny incentive may be enough to get them to come back for a second visit.
You can access a downloadable copy by clicking on this link: Visitor Thank You Letter
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.
For more church forms, documents and job descriptions you can access our resource page here.