Free Church FormsFeel free to download and modify these forms for your organization.
The are many responsibilities that come with managing a church office but one of the most significant is creating an environment that protects and safeguards employee, member and volunteer sensitive information. A confidentiality policy helps to do just that!
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.
New Employee Orientation Checklist
On-boarding employees helps to ensure a smooth transition into employment. One tool that helps with this process is an employee orientation checklist. Use this check-sheet to ensure new employees receive all pertinent information to help them get off to a good start!
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Most churches deal with requests for benevolence assistance at one time or another. 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.
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.
Church Business Meeting Agenda
Effective meetings have a specific agenda and time allotments for each agenda item. Use a basic church business meeting agenda format and modify it based on the goal of the meeting.
Church Goal Document
Organizations that establish priorities, write and achieve goals get things done! Churches like any other organization need to develop a strategy and write and complete church goals that support strategic objectives.
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.
Church Membership Class Agenda
Churches that have an official membership, often have more engaged members. Creating a membership should not take a lot of time but is worth the time investment.
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.
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.
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.
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.
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.