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.

 

Why Are You The Way You Are?

There are days when all I think about is strategy and people.

The database. How do we maximize it’s use? How do we use this tool we’ve got to help us do our jobs better and smarter? How do we teach? How do we train? How do we help others understand it’s value?

Social Media posts. The internet never sleeps. We are on 24 hours, 7 days a week. How are we responding to the world around us? How are we telling our stories to our community? Do they know us? Do they trust us?

Our web site. Does it reflect who we are? Is it clear? What are our exit rates off pages? Our Google rankings? How do we make it better? How do we make it the best?

I pray over the people I don’t even know who are searching for something. Do they trust that we are here to help them find the answer?

When they come, what do they see? What is their experience? How and where are we getting them connected? Do they understand each next step? Is it clear? Is it confusing?

How and what are we communicating?

Everything communicates.

Everything.

Why are you the way you are?” A friend asked me that exact question this weekend.

This Explains Me.

 

 

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?

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.

How A Church Management Software Got Me Out Of My Comfort Zone

As we’ve already established, this is my comfort zone:

coffee laptop desk

The only thing it’s missing is my phone which is always nearby (skin grafted to the palm of my hand).

Except today.

Oh, how I was looking forward to today.

There are six of us living in our relatively small-ish 3-bedroom, 2-bath house. I love my family. I LOVE MY FAMILY. But, there are times when you crave peace, quiet, a space alone, time to clean out a closet without distractions, and a good chick flick.

Due to different schedules, vacations, and grandparents, I realized my oldest son and I were going to have roughly 36-hours at home alone.

That’s 36 hours of peace, quiet (well, he’s a guitarist with multiple amps, so maybe not so quiet), space alone, time to clean out a closet (or two), and maybe even a good chick flick.

And then the church member.

I am having trouble with my class attendance and follow up report.

I’ll investigate that for you.

Would you come to my class Sunday and help me?

No. I can’t on Sunday.

Why?

I will not be at church Sunday.

Where will you be?

Here:

couch woman laptop

On my couch. Watching a televangelist. Maybe even eating bon-bons.

“Hmmm…” She said, “bon-bons or the WORD OF GOD?”

Guilt trip, anyone?

Okay, okay, I’ll be here. Meet me in the office and we’ll go over attendance.

The guilt trip continued to the next stop until we reached our final destination.

I’ll go to her class. I’ll stay in her class and maybe even participate. I’m even staying for church.

But, truthfully, I don’t think I’d have been happy staying at home this morning.

I’m grateful to be here.