Balancing Act

Balance girl bridge

In addition to the database, there are some other things I like: strategy, connections, social media, web content management, and graphics. I really focus a lot on visual consistency.

Someone recently asked me how I merged the visual side of my brain with the analytical side of my brain.

Here’s the answer:

I try to understand both sides of the table. I’ve worked with people who are 100% ‘analytical’ people. Some of our best friends serve in Executive Pastor roles. I get where they are coming from and don’t disagree with them.

I also understand that we live in a ‘visual’ oriented world and statistics show that people want their information in 140 characters or less.

The great thing about most of the current Church Management Software programs is that most of them offer integration with the public web site and other integration areas.

For example, CCB will give you the option of publishing an event to a public web site. When creating the event in CCB, you also have the option of an event-image. You can then share that event on social media. The CCB event image should be a 16:9 ratio so I usually create a second image square to share on other social media channels. In addition to your event image, you can have an image on the sign up form and sign up forms can be directly shared on social media. With small changes, you can have the same image for the event, and the sign up form, as well as other social media channels.

For your CCB forms page, you can further edit the image so that rather than a great wall of text, your sign up page displays a ‘clickable link.’ You can even create small buttons that will display on the confirmation page.  These buttons can direct people back to the forms page, back to your church web site, or back to your CCB log-in or home/welcome page. Using a graphics program, create the buttons in whatever size or color you need to meet your branding specifications. This makes it easier if you’re using ipad kiosks to sign up for events.

Not only do these create visual consistency for your end user, they can  help save you time. Once an event is entered in the software, it will automatically go to your web site, saving you valuable time and reducing the chance for errors that could come from either using ‘cut-and-paste’ or typing the same information twice.

What are some ways you’ve synced your ChMS with your web site and social media?

Guinea Pig / Test Family

guinea pig bibleThis morning our family visited a new church. This week, I had spoken with the Lead Pastor and one of their Elders and they both knew of my love for knowledge of neurotic obsession with CCB (Church Community Builder) software.

Their web site and social media gave us enough information to know where we needed to go and a general idea of what to expect when we got there.

Their greeting team did a great job of telling us the important information: where to take our kids, where the bathrooms were, where to get coffee. We were walked to (not pointed to) the children’s check-in area.

It was there that this magic happened. The Elder serving at the children’s check-in desk was helping to explain to someone a new thing they were trying with CCB check-in and said, “she [pointing to me] wouldn’t mind being  our guinea pig and testing this for us.”

Wouldn’t mind!? That’s a bit of an understatement. Does this guy know who I am and what I love? Jesus. Family. Coffee. Church Management Software. I try to keep it in that order. I’m not always good at it.

“Wouldn’t mind.” Make that: “happy to…” “I’d be mad if you didn’t ask me…” “I’ll report for work on Monday morning. Where’s my office?”

Okay, I didn’t say that. I thought it. I didn’t say it out loud.

I did tell him I’d blog about it. So here it is.

Their children’s team did great and when I pointed out that it may be taking too long to check in a new, first-time guest and made a suggestion about about what I’d seen and helped with at other churches, they listened. I don’t know if they’ll do what I suggested. But they showed an interest in what I said. (They may be blogging about the crazy first-time guest who tried to tell them how run their church.)

The Children’s Pastor took us from there to where we’d leave our youngest son. (Again he didn’t point; he walked us to our destination.) Our middle-school daughter had the option of staying with us or participating in a Bible study. This morning, she chose to stay with us. He asked me how I came to love church management software. I told him that while serving as Next Steps Director at another church, I saw it’s power and ability in helping us get guests connected and retaining them long-term. He said he’d only really been using it for about a year. (It’s okay, I’m here to help. I’ll report for work Monday morning. Where’s my office?)

Side note: I’ve been known to tell churches that they didn’t even have to pay me. That I believed so much in this software helping them, I’d help them implement it for free. With two kids in college and rising insurance rates, my husband has suggested that I rescind that offer.

We saw a few friends. One we saw just last week. Another we hadn’t seen in 19 years. It was great to see them both.

After service, we got to chat with the Pastor and his wife. The Pastor asked us to send an email with our feedback. I’d send an email if I had anything critical to say. Because I have nothing critical to say, I’ll post publicly on my blog.

This morning was fantastic. I have no doubt, we will be back.

And any time you need a guinea pig to test a CCB feature, please use our family. We are happy to help.

 

Follow Up: Revisited

 

Back in January, I wrote a short post on event follow-up. I want to explore follow up (and next steps) a little more in depth.

Look at the images above. In the spiral staircase images, I’m not sure if I’m going up, going down, or they are rotors of fan blade that will chop off a limb if I try to get through them.

However, in the picture on the right, I am visually oriented. I know I’m at the bottom, and I see light at the top. I also can see the steps I need to take to get to that light.

First, let’s define an event. An event is anything you do. From every Sunday (each service), to a once-a-year large scale event.

Second, let’s define follow-up. Follow-up is any next-steps action item that  you take or that you’d like your guests to take.

Third, let’s define guests. That’s anyone in any way connected to your event who isn’t you. I often look at my team as guests. I’m there to serve them. And as a team, we’re there to serve everyone else.

What’s next?

At The Event – Make The Next Step Clear

My husband and I recently attended a very large dinner for a local charity. I’m not sure how many people were there, but I’m guessing around 500. Maybe more. During that dinner, it was very clear what actions they wanted us to take afterwards to support their charity. There were only a few next steps. Each was explained in depth. We had no questions, upon leaving, as to how to get further involved.

If you’re hosting a fall festival this year, then make sure you have promotional material available for other events happening at your church. Make their next steps very clear.

For follow-up, have some door prizes that people can register to win. Two key questions on any door prize entry form are:

1. Do you regularly attend church? (With check boxes for yes or no.)

2. If so, which church do you attend?

Put your church management software to work with these door prize entries. I’d set up a form for any door prize entries and enter them into your ChMS. Or go my favorite route and have people enter their information online. Have a few tablets or laptops available for door prize registration. Then use a plug-in or app to help randomly select winners. One thing that was really helpful was to see how people were connecting to our church. I set up a form for door prize entries and from that, I could see who came to our church as a first time guest.

Prior To The Event – Make The Next Step Easy

If you are promoting your event on-line, have a next step ON LINE. I’ve had the privilege of helping a national charity with a local golf tournament. One of the challenges we ran into was that I’d market it online, but the next step was “contact us and we’ll mail you a registration form” or “stop by _____________ (this location) and pick up a registration form.” We weren’t meeting people where they were. They were already online viewing information, but our exit rate off those pages was higher than I would have liked. Now, one of our church partners is allowing us to use their church management software for online registrations and payment. I’ll give you an update after it’s implemented.

For follow-up, Acknowledge everyone. If your event has financial sponsors, acknowledge them. You’re following up throughout the year and building relationships. On the golf tournament social media pages, often as possible, I acknowledge our sponsors leading up to the tournament, but I also mention them on our social media pages all throughout the year. There’s a local jeweler who donates a door prize each year. I’ll be mentioning their business on our social media page around the holidays (and at Valentine’s Day). There are several local churches who partner with us, allowing us use of their facilities, resources, even allowing their staff paid time off to help with the tournament. I’ll mention those churches as often as possible on our social media pages.

Even if you paid for a venue, acknowledge their hospitality. Did you rent a hotel ballroom for a charity dinner of 500? Write the venue a letter of thanks for hosting your event, even if you were a paying customer. If there any servers who went above and beyond the call of duty, mention them by name.

Our church once served at a downtown festival hosted by our local Chamber of Commerce. I’ll admit, it was a miserable day. It rained and it was cold and it wasn’t a good day for an outside, downtown, street festival. On the Monday after the event, I took flowers to the women who work at our local Chamber of Commerce and thanked them for giving our church the opportunity to serve the community. I also wrote note cards to the businesses who allowed us to run our power cords from their businesses to the street outside.

The next thing I knew, our church was getting mentioned on social media by the Chamber of Commerce. Did I do it for the mention? No. I did it because I wanted to intentionally form a relationship between our church and local community. We’re  here to make a difference. I wanted them to know that.

Keep your event participants updated on what you’re doing throughout the year, whether through social media or direct email marketing, let them know the results of what they did or contributed.

After The Event – Make It Fast

Timing is everything. Have you ever gotten a thank you note for a Christmas present…in July? Last year I was able to help a Youth Pastor with a large scale youth event. The event was on a Friday night and we had follow-up postcards in the mail on Monday. They were very simple: thanks for coming, here’s what coming up, here’s where you can view pictures of the event. The follow up was simple. It was also effective. We saw some new families connect to the church through that event.

During my time as a Next Steps Staff Director at a local church, I viewed every Sunday as an event. No, I’m not talking about gimmicky, marketing, ‘new-theme-every-Sunday’ type of event (although there are some churches who have done that, and if – after prayer, counsel, and discernment – you believe that’s what God has called you to do, then you should do it). I’m talking about the fact that every Sunday happens. We have a church service. I did not rest until every connect card had been read, every first time guest had been contacted (at the time I was writing hand-written notes to each first time guest), and every prayer request had been prayed for and sent to our Lead Pastor and Prayer Team Leader. The first time guest note cards were dropped at the post office on Sunday evenings. Every week. Timing is everything. Your guests took time out of their lives to visit you. Don’t take that lightly. As guests progressed through our system, the follow up strategy changed (week to week). I know of many churches who give their Pastoral and office staff Mondays off. When leading our Next Steps team, Sunday afternoons and Mondays were my busiest times. I don’t think they could have paid me to take time off.

I’d love to hear your follow up and next steps strategies. Tell me how your view follow ups and next steps.

 

 

CCB Lead

 

I’ve had a chance to play with the CCB updates today. I’m impressed.

How do you like these updates?

Lead – a great tool that capitalizes on your churches digital strategy { CCB users }. Gone are the days of overlying on your Church Clerk for member contact information, or needing to rush home to access your ‘member spreadsheet’ stored on your personal computer. Download it today https://www.churchcommunitybuilder.com/lead-app

via LEAD – a new app for Leaders — CCB Support

Ministry vs. Marketing

smartphone laptop

Ministry vs. Marketing
Job is defined as:
a paid position of regular employment.
Work is defined as:
activity involving mental or physical effort done in order to achieve a purpose or result.
Do you see the difference?
A quick search yielded these results from scripture on the topic of of work:
Of these, my favorite is Psalm 90:17:
May the favor of the Lord our God rest on us; establish the work of our hands for us— yes, establish the work of our hands.
Another quick search yielded not as many references to the term, ‘job’ (Unless it was with a capital ‘J’ – a person’s name.)
There was this – from 2 Chronicles 34:13:
had charge of the laborers and supervised all the workers from job to job. Some of the Levites were secretaries, scribes and gatekeepers.
They were referred to as ‘workers’ first. The workers had jobs.
During the course of my typical work…at my job… I get to manage our communications outlets – the database is one of my primary internal communication tools, but I also get to manage our public-facing communication tools: web site, social media channels, etc.

This week I’ve felt challenged to look at how we use our communications assets – specifically social media.

What if…

We used this more as ministry; less as marketing.
We told people what was happening in our church now, instead of just upcoming events.
We told stories of what God is doing now; not just what we believe  He’s going to do.
We invited people to what’s happening today; not just to planned events weeks from now?
We posted more scripture and fewer ‘buzz words’ and ‘catch phrases’?
We quit using the terms ‘branding’ and ‘style guide’ and replaced them with ‘clear communications’ and ‘not confusing’?
What if…
We ministered more and marketed less.
I have a great book on church marketing. Actually, that’s the name of the book: Church Marketing.
But I also have some great books on how we should view our entire lives – all we do – as a ministry.
I don’t want to market our church.
I want to minister to our community.

 

A Few Of My Favorite Things

desk computer phone smartphone coffeeThis week I had a video chat with some people of Breeze. They asked me what my favorite part of the software is? I went with what we use the most: sorting and emailing.

But the more I think about it, those might not be my favorite things. Here’s a few things I really like. Not just with Breeze, but also with CCB, and any church management software.

Profile fields that offer ways to help people connect.

Most people profiles are going to contain very basic information: name, address, phone number(s), email. But I love it when we go deeper with custom fields: gifts, talents, abilities, interests. By running regular search reports on those fields, we can help people connect to areas of service – and to other people. Most software companies offer ways to customize your profile fields. Take advantage of those. Then regularly run those reports and make sure people are getting connected.

Forms.

I’m about to do a whole blog post on why forms are important, but here’s a few key points:

Ensures everyone gets the same information.

Helps with pre-planning and organization

No more “lost” emails. Saved digital record of form submission.

Follow-Ups and Process Queues.

Whatever your software calls them, I love them. When a first time guest is entered into the system, a follow up is assigned to a pastoral staff member (the youth pastor for any new students in the youth group; our senior pastor for any new families). Once that follow up is complete, the Pastor can add notes, and check the ‘complete’ box. Then we run regular reports on completed follow-ups, in conjunction with event attendance reports to see how people where people are connecting.

What are your favorite things?

Souvenirs

souveniers

 

Recently my husband and I went on a vacation. I found myself one day, wandering the market, looking at souvenirs. Should I buy the kids t-shirts they’ll grow out of? Should I buy jewelry, toys, trinkets? Will they like the style and color of jewelry I pick out? Or will it sit in a drawer – never worn? Will the kids play with the toys? Will they break? Will they fight over them? Will the trinkets sit on a shelf, collecting dust, becoming a burden?

As I wandered the market – each booth blending and blurring together – items at one seemingly identical to the others – my mind drifted to our church management software.

I love that fact that we customize our fields. And that we can add additional custom fields. But are we taking it too far in some cases? Are we creating fields that are unmanageable? Want to track people’s favorite foods for the next church-wide dinner? We can do that. Want to know their favorite music? Their favorite restaurants? Their favorite type of cheese? We can do all of that. Under the profile fields, I’ll add in a field for favorite cheese.

But what happens if the church grows exponentially? What happens when the cheese ministry leader gets called to another ministry? Say, maybe, the fruit ministry?

And now – when you export that spreadsheet – there are huge gaps – missing information. And then we spend our time trying to chase down information, filling gaps that ultimately, may not be that important.

At the end of our shopping, I realized that the best ‘souvenir’ I could bring home, was a well-rested, clear-headed, refreshed and renewed version of myself. One that wasn’t feeling distracted or irritated. A version of myself that wasn’t stressed from trying to pack breakables into an already full suitcase or stressed whether someone would like the jewelry or toys I’d picked out.

Take a look at your profile fields. Do you need to know all of them? Is it time to get back to the basics? Look at what you’re realistically using the software for and what you want out of it. I have a friend who compares life to shooting. You aim first, then shoot. You don’t fire and hope it lands somewhere near the target.

Decide why you have the software and what you really want and need it to do. Build your profile fields around that.

Chances are,  you don’t need to keep track of favorite restaurants…or cheese.

When To Give Them Keys

teenager car keys“Mom, can I have the keys to the car? I’d like to go out.”

“Sure, son. See you soon.”

Except that ‘son’ hasn’t passed a driver’s test. He doesnt’ have his license. He never even gotten his permit. He hasn’t taken Driver’s Ed class. And he’s never driven this car.

Would you do it?

I hope not.

And yet, we do it every day with our software access.

New staff member? You get staff access.

New ministry team leader? You get ‘group leader’ status.

New teacher? Don’t forget to take attendance.

Software administrators get frustrated when data is entered outside of the boundaries of standard operating procedures.

Executive Pastors get frustrated when their end reports are inaccurate.

And our new-hires and ministry leaders are frustrated because they don’t know what they did wrong.

Here are a few things that can help avoid some uncomfortable situations and unwanted scenarios:

1. Training. This is my favorite word. Set aside some intentional training time for new-hires, new group leaders, no ministry directors, etc. Make it part of the onboarding process. The more access they have, the more training they need.

2. Continuing Education. Just as software administrators receive emails from software companies regarding software updates, so should the people using the software. Anytime there is a software that will effect their area of ministry, make time to talk to them about it.

3. Clear Expectations. Do the teachers know they are supposed to take attendance? Do the ministry team leaders understand they are expected to use the software to plan events and schedule volunteers? Do group leaders know this is used as the primary means of communication? Make sure they know what’s expected.

4. Written Documentation of Policies. Written documentation protects you from being accused of favoritism. There’s temptation to make one person sit through an hour-long training session, while you let another person slide because you know he or she is a computer genius and has a PhD in Computer Science. Don’t do it. Develop a set of standards. Write them down. Everyone should follow policy.

5. Revoke Privileges. This is my least favorite thing to do. If you break a traffic law, your license could get suspended or revoked. If someone is using the software in a way that is causing you to consistently go in behind them and “fix” or “undo” what they’ve done, revoke their privileges and have a private conversation with them. Chances are very good they simply forgot to do something or this topic was overlooked in the original training. In most cases, privileges can be reinstated after they’ve had a ‘software refresher course.’

The good news is that most of the current ChMS programs on the market today, have ways to fix, or undo, any data entry errors. Also remember that this is just a software program – a tool in the process – and that any relationship with a co-worker, fellow church member, and friend is to be treasured far more than the systems, processes, and tools we use.

When You Don’t Like It

Let’s face it. There isn’t a lone single Church Management Software that will fit every church. If there were, there would be no marketplace competition. There would be no comparison charts. There would be one software that offered all of the features that every church needs.

It doesn’t exist.

It’s why churches spend months, sometimes years, making a decision on which software to use. It’s why people play with demo versions in their free time and offer suggestions to churches on which software they should use. It’s why churches sometimes switch to different companies based on their growing and changing needs.

Even some software companies themselves will tell you when their software doesn’t meet your church’s needs. Sometimes, they’ll even help migrate your data for free.

But, at the end of the day, sometimes we have features we just don’t care for, we find it difficult to navigate, or what we want isn’t offered within that software.

This can be particularly frustrating for those ministry leaders who aren’t tasked with using the software on a daily basis. Perhaps you’re a small group leader and you’ve been told you need to use the software for small group messaging and attendance. What’s wrong with the way you’ve been doing it? Perhaps you’re a ministry team leader who has recently been told you need to use the software for volunteer scheduling? What’s wrong with our old calendar-grid spreadsheets?

While nothing is ‘wrong’ with the way you’ve been doing things, sometimes church leaders need data that can only come from using a church management software.

Typically areas of the software are linked, or fields are auto-updated This means the church leaders don’t need to assimilate data from different spreadsheets and emails. The software takes care of that for them, which saves them valuable time.

Here’s some suggestions if you find yourself in a position of ‘just not liking it’:

Do:

  1. Ask why. You’re a ministry leader and in some churches that means you’re a volunteer. If you are paid staff, you’re probably putting in some unpaid overtime hours. It’s okay to ask your leaders why they need you to use the software.
  2. Be a cheerleader. Those serving on your team and other ministry leaders may be struggling with change, as well. Support your leaders by being a ‘cheerleader’ for the software.
  3. Just do it. At the end of the day, there are things we’re not going to like. As one Pastor said, ‘it’s okay to admit that there are parts of your job you don’t like.’
  4. Keep it private. If you really don’t like the software or how it’s used, talk privately to your Pastor or the database administrator.
  5. Ask for training. Learn the software. Ask for training as often as you need it. Ask if a leader or administrator will lead a team training for your team.

Don’t:

  1. Go rogue. Remember that each action you take within the software may impact another area of the software. Don’t take too many actions until you understand how they might impact another leader in your church.
  2. No public shaming. Other leaders are probably also being asked to use the software. Other church members are learning to navigate this. There’s a reason your church leaders have chosen this software. They need it. Help them in their endeavors.
  3. Be a complainer. You may not like it, but we can choose joy. Keep a smile on your face!
  4. No public shaming. I’ll say it again because it bears repeating. You are a leader in the church. People are looking up to you. You’ve been asked to make this change and you should assume that your church leaders have entered this phase with a lot of prayer, and counsel. This is probably not a decision they took lightly. As a leader, if you are struggling with change, it’s safe to assume that others not in a leadership position are also struggling with change. Stay positive and encourage them. Even on days you don’t feel like it.
  5. Don’t do it alone. If training is offered – attend. If you need private training during an off time, ask for it. If you get off work at 11pm and want trained at a midnight, just ask. If your team needs trained on a Saturday morning, make sure there’s coffee. Your software administrator is probably happy to help.

Remember, there’s no perfect software and sometimes, even when we think we’ve found the best one, there are aspects that just don’t work the way want them to.

Trust your church leaders and know we’re all on the same team!

Support: To

This week I had some issues with the web site and the database.

I had confidence in my own abilities.

I can do this.

Fail.

I read through support documentation. I watched videos.

Another fail.

In the end I had to call tech support.

What did I get?

After-hours, personal, customer service and tech support.

Above and beyond the call of duty.

The best.

First class.

(And somehow, in each case, they were able to maintain the integrity of their own brand, and let me know the boundaries.)

Can I change the colors? Yes.

Can I change the fonts? No.

Can I upload media on a Saturday night  at 8pm when the site editor seems to be locked up?

Absolutely. Yes. You can. We are here to help!

It’s still Saturday night at 8pm, what happened to my menu colors?

We’re working on it.

Can I change the fonts?

No. (Still.)

And then – at the end of each call – I had the support rep. ask if they could pray for me, for our church, and for our business (the mission) we are working on together.

Think about this cycle: I called with a degree of frustration in my voice (and in my heart), I had people who set aside whatever they were doing to help me – to listen to my frustrations and walk with me through the problem-solving process, and at the end of it, we were praying together.

And I thought…

Am I passing this same level of personal customer service on TO the church? Am I setting a standard with the software or the web site that puts the church as a whole first? Do the church leaders feel like they are important, while we are still maintaining the integrity of the brand?

I hope so.

Have I communicated to the church (as a whole) that I love her? Have I communicated that nothing I do is out of selfishness or vain conceit, but that every communication, administration, or ‘church connections’ decision is based on how we, as a church, are connecting people to Christ and assisting in their walk with Christ?

I hope so.

Does the church know I pray for her?

I hope so.

Do the ministry leaders know I pray for them each individually by name?

I hope so.

And have I listened to the  needs of the ministry leaders to try to provide individual, personalized (and even after-hours) support?

I hope so.

I have the benefit of working with a lot of Christian-owned companies whose leaders understand that end of the day, we’re all on the same team, trying to accomplish a bigger and greater mission. And I get work with people at those companies who will make sacrifices for the mission. Even when it means after-hours, personalized, service.

Jesus displayed servant and sacrificial leadership. This week, I  had a few support people who displayed Jesus.

And my goal/challenge this week: to do the same.