Next Steps Director

Not Hanging On A Cross

/ Marcy Carrico / Leave a comment

dried flowers.jpg

“You’re not hanging on a cross.” I have a friend who says that to me any time I decide to whine or complain. She reminds me that I’m not hanging on a cross and that somebody did hang on a cross. For me.

I’ve used her exact words with other people. Life sucks sometimes. Get over it. You’re not hanging on a cross.

Earlier this week, I called a friend of mine who lives in another state. It had been way too long since our last phone conversation. She reminded me of a lesson she and her husband (an Executive Pastor) learned several years ago: there’s a difference between being called to ministry and working for a ministry.

Today was a day I was grateful for these friends. And my family.

Ministry isn’t easy.

You’ll lose sleep, cry more than you thought possible, and sacrifice times with your family. Times like nights, weekends, holidays, major holidays, birthdays, anniversaries, sporting events, and Sunday afternoons.

You’ll have minor wins – like finding a way for your church to get some free custom printed mugs.

You’ll have setbacks – like forgetting to save three hours worth of work on a major graphic design project. (Ask me how I know?)

You’ll make mistakes. And you’ll realize that there are some people  who equate the church with Jesus in such a way that when the church makes a mistake they think Jesus makes mistakes.

Then you’ll lose more sleep, cry more, and find something else to sacrifice – all because Jesus is perfect. And your goal is to be more like Him.

I have a great job. I have an awesome boss. I get to be a part of helping people find and follow Jesus and I get paid to do it.

My workload is heavy right now and I’ve got stuff [still] on my to-do list from last week last month four months ago. Take my neurotic obsession with our church management software and website content and development, combine it with my goal of perfection, and the result is my current to-do list. Make that an ‘overdue’ list.

And, yet, Sunday comes.

Every. Single. Week.

And as much as I try to get ahead, I find myself printing bulletins later in the week.

So there I was today – bulletins not printed, trying to pull information and correct image sizes for some other communications assets – and I get a call. A sick kid. My cell phone rang. My daughter’s voice on the other end, “Mom…” A. Sick. Kid.

Give me credit. I didn’t cry. I didn’t scream. I didn’t throw anything. I did read Exodus 20:13.

I did email my boss.

People over process.

People. Over. Process.

We’ve been talking a lot this week about processes and what needs to change to meet the needs of a growing church.

I wrote: we need to work on changing some processes because I don’t ever – ever – want to have to choose between a sick kid and printing bulletins.

I called my husband, who fortunately had enough margin and flexibility in his schedule to work from home.

In ministry you’ll lose sleep, cry, and make sacrifices.

But you’ll also realize how blessed you are to have a family and friends.

And at the end of a difficult day week four months, you’ll be thankful that you’re not hanging on a cross, and that you’ve been called to ministry to help people know the one who already did: Jesus.

It’s not fine.

/ Marcy Carrico / Leave a comment

broken glass

“It’s fine.”

I say that often.

Most people around me have learned that by vocal inflection, that phrase can mean different things.

It really is fine.

It’s not fine, but we’ll deal with it [later].

It’s not that great, but good enough.

And I also remind people that God is working, even when we are not.

Nowhere in the Bible are we instructed to have a fully functioning web site or award-winning social media. If a ministry doesn’t get promoted, God will still continue to work in and through that ministry.

But the Bible does instruct us to share His story, to tell others of His greatness, to do our work with excellence – as if working for Him, and to use the gifts, talents, and abilities He gave us to serve,  honor, glorify, and point others to Him. (That was one sentence, folks!)

So at the end of the day, even when it isn’t really fine, it is fine. Because we serve a God that is greater than anything that’s not fine.

But what about when it isn’t fine?

Last week, I edited a response form.

I realized after a few edits that it really needed to be archived and I needed to create a new form.

Because of my knowledge of   love for   neurotic obsession with our church management software, our web site, and other communication channels, creating a form is no small task.

What’s the header image?

What are the automations?

Is it connected to a group or event?

Who gets notifications?

Who are the form managers?

Is this promoted anywhere?

Is it connected to a button on the web site?

Do we need a url redirect?

Is the information correct on announcement slides? In the bulletin?

So, after the form was created, checked, double checked, and linked to our web site, I sent the final product to one of our Elders.

He asked for one update to the web site and said the form was good to go.

Good. To. Go.

On Sundays I get to serve at our “What’s Next” desk. (Your church may call it “Next Steps.”) It’s a place where our guests can register for upcoming events, connect with a small group or ministry team leader, or find out more information about something they saw or read about.

We have three tablets which display quick links to our current response and sign up forms.

The Elder who I had worked with this week walked over and began scrolling through the forms.

It wasn’t there.

A simple setting in Church Community Builder: the box next to ‘display on list of forms’ had not been checked.

I apologized. I could not believe that I had overlooked that last step.

And he looked at me and said, “it’s fine.”

No. It’s not fine.

I asked him to send a text or email to remind me to make the correction.

I decided then and there to stop saying, “it’s fine” when it really isn’t.

It’s time to tackle issues, address problems, fix things that are broken, and work better, smarter, and harder today than we did yesterday.

The next time you hear me say, “it’s fine,” it really will be.

Discomfort

/ Marcy Carrico / Leave a comment

man on crutches

Yesterday I was talking with a friend. Her church had recently implemented a First Time Guest tent – outside the building. At their church, it’s a place where first time guests go, receive a gift, and meet someone who can answer questions and take them to another destination – the worship center, children’s check-in, etc.

They moved their Next Steps desk inside the building to a corner that’s quiet – which lends itself to easier conversation.

The changes they made are nothing new. Many churches across the country have similar designs.

However, her executive team gave her an argument, “we want our volunteers to be comfortable.”

I gave her a counter argument: was Jesus comfortable when he was hanging on a cross?

What we really want to do is equip our volunteers to do the job they’ve been called to do.

So, let’s take a step back and look at volunteer recruitment and WHY we volunteer.

I love our church. I’m grateful to be where I am. Most aspects of my job I get paid to do. There are other things I willingly do as a volunteer. Among my counterparts at other churches, this is common.

I volunteer in these areas out of obedience to God. I don’t do it out of guilt, or to fill a void. I do it because God has called me to do it. God has never promised His calling will be easy. He did promise it would be worth it.

If I were to volunteer in any other area, that area would suffer. (Ask me sometime about my brief stint in pre-school and children’s ministry.)

As part of serving God, there have been sacrifices and discomfort. I’ve sacrificed financially, I’ve sacrificed time with my family, I’ve been cold, hot, hungry, wet, and uncaffeinated.

But I’ve never been hanging on a cross.

 

Let’s Reconnect

/ Marcy Carrico / Leave a comment

busy blurry shopping mall

It’s been awhile since I last blogged. I’ve been busy. Like this picture, life’s been full and a bit blurry.

I’ve worked for an accountant during tax season. I’ve worked for an orthodontist on a school holiday. But I’ve never been as busy as I am now – working for a large church and trying to be a relatively decent wife and mother.

And – let’s face it – what I do with church management software isn’t that interesting to most people. I could blog about it every day. Most people probably wouldn’t read it that often.

So, grab some coffee and let’s catch up.

First: the CCB People Reimagined update. Do you love it or hate it? I love it. I’m learning a few new things about it every day. The rest of the staff was divided at first. I think I’ve helped tip the scales, but the first day one of my co-workers sent me a text that said, “What happened to CCB?”

We’re using some new technology  – some that integrates with CCB. We were looking for a texting option (ie, someone could text a keyword to a number and we would have the option of setting up an automated response). We went with a company that we could link to CCB. Because of that integration, we now have the option of connecting all of that to a process queue.

I’m finally at a stage where all form responses are linked to events and also feeding process queues. It means a little extra work for anyone (um… me) setting up forms and events, but the end result will be more accurate report data.

And we’ve got almost all of our volunteer positions updated – including gifts, talents, passions, ability, personality style, etc.

Of course, there’s technology we use that is outside of the church management software.

We’ve installed a chat feature on our web site. It’s not connected to our church management software, but it is all a part of ‘communications’ and ‘assimilation.’ Two of my favorite words.

And I introduced our staff to Church Metrics. We can get most of our metrics data from CCB, but having a secondary platform will help us find any holes in the first platform.

Our Lead Pastor has allowed me to design a few new pieces of literature – all aimed at getting people connected – and further connected. He also didn’t fire me when I used the word ‘poop’ in a social media post.

I think we’re caught up for now. Comment and let me know how you feel about the CCB changes.

 

 

I Am Not Getting Fed

/ Marcy Carrico / Leave a comment

spoon candy

As the Master Administrator of our church management software, it falls within my scope of duties to make people inactive.

When I talk to my other friends who work in connections and/or database management at their churches, I know I am not alone in what I am about to write.

It actually hurts to fill in the data in the profile fields: “membership stop date,” or “reason left.”

The exact wording may be different from software to software, but – in general – it’s the same concept. There may be a date field, or a text field, or both. But it all boils down to: someone has left the church.

Believe it or not, in our church and in talking to my counterparts at other churches – the senior leadership cares about each person. In a larger church, it may be difficult to form deep relationships with each person, or even know each person by name. But Monday through Friday reports are being run and attendance in classes is being reviewed.

I know this because, not only am I asked to run these types of reports, but I am in regular communication with people at other churches who are also running these reports and discussing how we can do better at connecting with people.

And yet, this still happens – for many reasons. People move. God calls people with different strengths in ministry to different places to serve Him. But, the ‘reason’ that hurts is when people say, “I’m not getting fed.” (disclaimer: I haven’t dealt with this at my current church – yet.)

If you are mature enough in your faith to understand that statement, then you are mature enough to feed yourself. When my children were babies I fed them pureed baby food. On Easter Sunday, I watched them feed themselves prime rib roast.

On (rare) occasions, I will cook a large meal for my family – roast, sides, dessert – I labor over those such meals and it hurts when my family doesn’t like it.

Your Pastor (and mine) labors like that each week to bring a message to the congregation and while I have not confirmed this with my own Pastor, I would imagine that it hurts when someone leaves the church with the reason ‘I’m not getting fed.‘

In talking further to my counterparts, it is common to miss services on Sunday because someone inevitably has a database question, a communications question, or we just love serving with our guest services teams and helping people get connected. But most of us don’t need Sunday mornings to get ‘fed.’ We are connected in other ways – through small groups and listening to sermons online.

So now that we’ve determined that ‘not getting fed‘ can cause your database administrator to have a stroke (stroke jokes are flying around our office right now), hurt your Pastor, and that you have options to feed yourself, here are a few things to do if you feel like you’re going down that road.

1. Talk openly to your Pastor. Ask him (or her) to help you in your spiritual journey. Believe it or not, your Pastor cares about you. If it’s really time for you to leave, do so gracefully and do nothing to cause division or strife within the church.

2. Say no to anything that is keeping you from worship service for awhile. I am a huge fan of serving in the local church. Serving takes sacrifice, and you may miss a worship service or two (or eighteen), but when you feel like you’re not getting fed, talk to your service leader. Ask for a temporary break from service. Take some time to fill up before jumping back in to serving others.

3. Attend another church. Find another church that has alternate service times and visit every once in awhile. I, personally, would and could NOT do this regularly as I would feel too divided. I would also worry that I would eventually run into people I knew and rumors would get started. Ouch. But visiting another church can be good every once in awhile – not just to sit and listen – but also to talk to their leaders and get some ideas you can take back to your own church.

4. Listen later. Our church uses Facebook live video during each service and also has a podcast. I often listen to our Pastor as I drive to work Monday morning.

While I agree that it’s important for us to be ‘fed’ and to stay ‘filled up’ so we can pour into others, I also think that as we grow and mature in Christ, we need to take some responsibility for our own feeding.

Lead With The Authority You’ve Been Given

/ Marcy Carrico / Leave a comment

smartphone mobile hand coffee

While I write this from the perspective of a database administrator, this could apply to any communications role.

I walk into our Lead Pastor’s office.

“Question. In CCB…”

Before I can finish, his facial expression is changing…

He doesn’t care.

He understands the need for the database.

He may even want to understand the database.

But, he doesn’t love the database.

In fact, he understands enough, just enough, to know he doesn’t have time to learn more.

But me? I love the database. Maybe a little too much.

Not only do I understand it, I understand it’s inner workings. I joke in the office, “if this gig doesn’t work out, I’ll go into Church Management Software Forensics.”

“Is that a thing?” my co-worker asks.

“I could make it a thing.”

CCB has an online platform for other software administrators. They call it The Village.

My co-worker calls me The Mayor.

Back to our Lead Pastor.

He listens to my rambling question, and my proposed solution. I’m pretty sure he only pretended to listen.

Then he says, “yeah, that’s fine. Go ahead. I trust you.”

Every. Single. Time.

I’m pretty sure I could start any conversation with “Hey in CCB…” and it would end with “yeah, that’s fine. Go ahead. I trust you.”

“Hey in CCB, I want to buy a new car and book a vacation to a tropical island.”

“Yeah, that’s fine. Go ahead. I trust you.”

He doesn’t care. He doesn’t have time.

But I don’t want him to care, nor do I want him to have time. I don’t.

Because, in reality, he does care.

And that’s why he hired me.

He knows I understand the structure of the church. He knows our family fully supports the vision and mission of the church. And most of all, he knows that on a scale of 1-10, my knowledge of CCB is a 12.

He also knows, a Pastor’s primary role is to equip the saints for the work of the ministry.

I want him to make time for that. I want him to care about that.

I also want him to care about his wife, his children, his neighbors.

There are church members with real hurts and real needs. I want him to care about those. But I don’t want him to care about a database.

I often tell our Pastor, “go preach, pray, and write a book.”

He’s the leader.

And, every single Sunday he’s got to bring a message to a wide audience. Young, old, non-believers, new-believers, and strong-believers. Any given Sunday.

Why would I ever – ever – expect or even want him to be thinking about the database?

I was faced with a problem recently and I knew the answer. In my gut, I knew what to do. Yet, I sent a support ticket into the software company. Their solution was my solution. I’d been right.

Our Pastor has given me (his words), “a pretty big sandbox to play in” when it comes to the software. That just means he’s given me some authority and has promised to back up any decisions I make.

God has gifted each of us differently. For me, that means discernment, leadership and administration. Our Pastor is a Pastor. I am not.

But I hesitate before making the final decision…

And each time I walk into his office with a database question, the facial expression changes.

It’s fine. I trust you.

Today, church communicators – whether your primary role is with the database, social media, the web site, first impressions, or any other communication role – lead with the authority you’ve been given and support others as they do the same.

 

8 Free Things Your Church Can Do To Serve Your Guests This Christmas.

/ Marcy Carrico / Leave a comment

8 free things for christmas

Most of the time, this blog is dedicated to how we use Church Management Software. I also know that the software is just a tool we use in the overall guest strategy process: getting our first time guests connected to our church and committed to our mission. So today we’ll look at the overall process of guest services.

I’ll admit it. I’m a big fan of some things people would call attractional. Have a hot cocoa bar or stock your coffee bar with some extra seasonal treats (peppermint mocha creamer).

Have a photo booth, have Santa (yes, in church!). You might want to stop short of a car give-away or hiring a helicopter to drop money from the sky. Unless, of course, you’ve earnestly prayed and God is calling you to do that. Then by all means, do it.

But for some churches, the budget for these things just isn’t there.

Here are 8 free things you can do to serve your guests this Christmas:

1. Check your web site and social media. This is the first step in your guest services process. People are checking you out online before they decide to visit your physical property. Is everything accurate? If a sign up or tickets are required for a special Christmas service, is there a way to respond online? Are your event images, event branding, and church branding visually consistent?

2. Have greeters stationed outside the door. Once I’m on the property, is it clear that I know where to go? I’m a big fan of parking teams, but if you don’t have a parking team, at minimum, have a door greeter or two stationed OUTSIDE the door. Yes, I know it’s cold. Gloves. Hat. Warm coat. A smiling face. Your first time guests are in their car and you may have multiple entrances. Make sure there is someone outside welcoming them.

3. Have your staff and volunteers park furthest away. I know of a church that meets in a shopping center/strip mall. They frequently ask their staff and volunteers to park in the back. Should your staff and volunteers park off-site and carpool or can you arrange a volunteer shuttle? Do whatever it takes to free up prime parking spaces for your guests this Christmas.

4. Declutter. We’re in a season of Nativity Sets and flowers. Great. How much of that is there because it’s necessary and how much is there because a prominent church member donated it and that’s where it’s always been? I have a friend who is a real estate agent and when someone is trying to sell their home, the first thing she tells them is to declutter. Get all of your stuff off your counter tops and shelves because people want a clean slate. They want to envision their stuff in your home. Do you have so much in your ‘home’ that people can’t imagine being a part of it? Give them open space to imagine themselves being there.

5. Clean. Unless you’re not in the habit of cleaning regularly, this will cost you. At minimum you need some cleaning cloths and a multi-purpose spray. I hope you already have this. Go in Saturday night and take out the trash, wipe down bathrooms, make sure there’s plenty of toilet paper and make sure it’s two-ply (yes, I went there). Are the soap dispensers full? Okay, so this may cost you a few dollars (be thankful for dollar stores). Run the vacuum, and check for stray pieces of trash in the worship center. You get the idea. Tidy up.

6. Communicate and explain. Your church may take communion differently than the one I normally attend. That’s okay, but do I know that? For example, I know one church that passes the communion plates and each family prays together as a family and takes communion in their own time as music is softly playing. Another church passes the plates, waits until everyone is served, and their Pastor leads them in taking communion together, and yet another church has communion stations. It is not served, you go take communion as you’re led. None of those are ‘bad’ ways to take communion. Each is very different. But would you know what to do if you weren’t told?

Explain what you’re doing every step of the way. Believer or non-believer, if I don’t go to your church, I don’t know your traditions. In addition to this, tell people a little bit about your church and how they can get involved going into 2018. Tell them about small groups, children’s ministry, your next big event, etc.

Don’t neglect internal communication.

If your children’s ministry is doing something different than normal, make sure you tell your greeter ministry so they can be prepared to answer questions as guests arrive.

7. Say goodbye. Have a greeter stationed at every outside exit. Tell your guests goodbye and thank them for coming. I  don’t just mean from the worship center to the lobby. Say goodbye as they exit the building. “Bye. Thank you for coming. Have a Merry Christmas.”

8. Follow up right way. Yes, I get it. It’s Christmas Eve (Sunday) or Christmas Day (Monday), but I guarantee you there is someone willing to make the sacrifice. Get those guests entered into your database (Church Management Software was going to play a part in this post somewhere) and follow your normal follow up procedures. If your follow up procedures include a Monday phone call, that could wait until Tuesday. For 2017, I would get them entered Sunday night and send an email that night thanking them for coming, telling them what’s next and how to get connected. Whatever you do, don’t wait a week. It’s normal for churches to take a week off between Christmas and New Years. As a connections person, I had a tendency to work or serve when it was normal for others to be off. I want to get those guests connected and if coming to church more is part of their New Year’s Resolution, I want to help them with that.

All of these things are 100% free. What else can you think of to add to this list?

Follow Up: Revisited

/ Marcy Carrico / Leave a comment

 

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.

 

 

When To Give Them Keys

/ Marcy Carrico / Leave a comment

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

/ Marcy Carrico / 1 Comment

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!