Next Steps

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.

 

 

CCB Lead

/ Marcy Carrico / 1 Comment

 

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

A Few Of My Favorite Things

/ Marcy Carrico / 1 Comment

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

/ Marcy Carrico / Leave a comment

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

/ 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!

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

/ Marcy Carrico / Leave a comment

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.

Don’t Do It Alone

/ Marcy Carrico / Leave a comment

baseball teamJust like you can’t do it all; you also cannot do it alone. Being the software administrator, you’re probably also in some type of leadership position at your church. While teaching others how to manage their own areas of the software and not trying to do it all, you also need other leaders around you. Here are some ways that have helped me:

  1. Join/Commit to a church. I was talking to a friend recently who does freelance graphic design for several churches. She considers it a service and charges a very small fee, even sometimes providing services free of charge. Yet, she’s not currently a member of any church. She’s got two small children. She’s struggling with a few issues. She has no church family. (They’ve been visiting a church for about a month, but are finding the membership process to be difficult. I told her I’d write a whole blog post on that. I will.)
  2. Get in a small group. Depending on the size and structure of your church, it could be difficult to develop deeper relationships by just attending church. If you’re not already involved in a small group, do it.
  3. Serve somewhere else. I often joke that my comfort zone is at my desk with my laptop creating a buffer between myself and the other person any other people. It’s not really a joke. To get myself out of my comfort zone, I began greeting on Sunday morning. I started as a door greeter, moved to lobby greeting, and quickly found my ‘home’ at the information desk (or Next Steps area). (The joke then was that I had a table and ipad kiosk between me and the people, rather than a desk and laptop. Again, not really a joke. This is very real.) But that got me out of the office, and with people. And I found that I really, really enjoyed that. I was using the software to see our first time guests move through the system. I was the first point of contact for first time guests – I hand wrote each note and send my business card. Meeting them seemed logical. I enjoyed it so much, that now it’s difficult to NOT serve in that capacity.
  4. Find a peer group. Some software providers have peer groups. I am a member of the Church Communications group on Facebook. Find peers outside of  your church that you can talk to about what you’re doing. If you can’t find one, start one.
  5. Pay for it if you need to. Earlier this year, I participated in Connections Confab at Summit Church in Durham, NC. It was a small group of people. I learned a lot. I have 12 new BFF’s. It wasn’t cheap. It was, however, worth every penny. Join professional groups. Ask your church if it’s in the budget. If not, skip the expensive coffee shops for a few months and save up. You’ll be glad you did.
  6. Find friends and do something outside of church. For me, the biggest struggle. I genuinely like what I do. I enjoy it. I think about when I’m off. I did it for a few years on a volunteer basis (ie, unpaid). This is my thing. Yet, I purposely make myself think about things other than church data. We go camping and to a local comedy club with our best friends – who don’t attend our church. I play video games with my youngest son. (I’m way ahead of him on Angry Birds.) I have a friend I see a few times a year just to go see low-budget horror movies at the $2 movie theater (that sells $17 tubs of popcorn). Two of my favorite authors would not be found in the Christian section: John Grisham and James Patterson. Even if only for an hour or two at a time, stop thinking about church data – and do it with people outside of your church.

Managing the database is not an easy job. Get some people around you that will make you smile and laugh. Get some people who will pray for you when things don’t go as planned. Don’t do leadership alone.

Software Administrator: Don’t Do It All

/ Marcy Carrico / Leave a comment

sound boardAs a software administrator, I found myself in a position that wouldn’t be considered ‘healthy.’ I was managing the software alone. I input events, made sure the event  image matched the print and web site materials (especially if the event was linked to the public web site). I made sure all event information was communicated the same across all platforms. I also checked financials and ran financial reports for our finance team, controlled who had access to the software and at what levels. I managed our physical resources (using the software) – including rooms and other resources (tables, chairs, A/V equipment, etc. I built the check-in system for events. I built forms for registration. Almost no one else used the software, yet everyone knew it was there. Working for them.

That was a long paragraph.

With a lot of “I”‘s.

Something needed to change.

So I began to train people.

I taught our children’s leaders how to build check-in systems. I taught our ministry leaders how to schedule events. I taught our hospitality leader how to manage rooms and resources. I taught our finance team how to run financial reports.  I taught a youth leader how to build sign up forms which linked to events.

And they began to work together. Each person saw that their actions within the software didn’t only impact their area of ministry, but how it impacted others. Soon, a team began to form.

I was always available for back up. They know that I still am available for back up.

I was watching band practice one day and watching the sound board operator.

“Hey [guitarist] could you adjust your amp?”

No. Not quite right. Another adjustment.

The guitarist adjusted some pedals.

Good? No.

The sound guy made some adjustments on the board.

They each worked together making adjustments until it was right.

The sound board person continued to make adjustments with each person in the band – checking each instrument individually.

Then the band began to rehearse. Together. Each person playing a different instrument.

The sound board operator stopped them. More adjustments.

They all worked together until they got it right.

What struck me in this was the person with the most control was the sound board operator.

He didn’t jump on stage trying to be the lead vocalist. He didn’t play guitar. He didn’t play drums. He didn’t play any instrument at all. And he didn’t tell each of the band members how to play.

But he made sure that in the end, it sounded right to the audience.

I think software administrators are a little like sound board operators. I recognize that I’m not a great leader in many areas. There are a lot of instruments I cannot play. Most of the time, people are not going to see my name or know I’m there. But I want to help all of my ministry leaders get the most out of the software. I want them to know that I’m always there to help them make minor adjustments or back them up if needed.

First Time Guest Follow Up and Change

/ Marcy Carrico / Leave a comment

I want to revisit the “why we use it” question. Admittedly, I can get so caught up in the application of the process, that I forget why the process was developed in the first place.

To connect human people to our church.

There are a few times a year that we visit other churches. We purposely want to take a break from the norm, but I also want to observe their guest services process.

Recently my daughter visited a church. When she came home I didn’t ask about the message, I asked about her first time guest experience. Parking? Approach? Clear directions? Connect area? Connect cards? First time guest gift? Did anyone say hello and introduce themselves to you? (I wonder what database they use. I kept that thought to myself.)

You see, as much as this blog is about databases, it’s also about the process. The database should reflect our church’s process.
At one church, the Next Steps Director writes a hand written note card to welcome the first time guests. Guests are entered into the database and entered into a process queue (new entry > hand written note card > alert to Next Steps Director).
At another church, a formal letter is emailed, authored by the Senior Pastor. Guests are entered into the system and a a “follow up” is assigned to the Senior Pastor who then sends the email and checks ‘complete.’
Some churches send first-time-guest surveys. Some do not.
One church may ask guests if they’d like more information. Another church sends it – whether it’s been asked for or not.
I once visited a church that sent an email, but then called later in the week. The sole purpose of that call: thanks for coming and we’re praying for you. Do you have any prayer requests? What was missing: they didn’t specifically invite me back. They didn’t invite me to a group or a class. They thanked me for coming and they prayed for me. No strings attached.

In our database, we have categories of visitor, attender, member. I love watching people move through that process.

But there is that dreaded list of first time visitors who didn’t come back.

I’ve tried to look at things through the lens of a first time guest. What is their experience?

Through most of our lives, we have been blessed that God has specifically called us to a church for His purpose and reason. However, there was one time, when He called us to leave a church with no clear direction or next step. We were (gasp) “Church Shoppers.”

Three weeks into visiting a new church. Our third Sunday morning visit. We arrived early and found our seats. No one approached us. As we sat in our seats, we sat alone. We watched other people reach across pews to tap people on the shoulder with the sole purpose of introducing themselves. None to us.

Temptation to leave crept in. We stayed. We heard a great sermon. We don’t regret that we stayed. Would we return? Would the average first time guest return?

Several years ago, as a new Christian, I attended a church with seemingly no clear path to membership. I’d attended. I’d accepted. I’d said the prayer. I got it. But membership seemed elusive. Or exclusive.

How hard would I try to become a member? Or would I be content with simply attending? Giving sporadically. Not serving. Not invested in my church. Because if I’m not a member, it’s not really my church.

I share each of those experiences not to criticize each church. As a matter of fact, I’m grateful, still, for each of those churches and the positive impact each had on my life. But those experiences helped shape and guide how I view my ministry today.

If I called each of our first time guests over the past six months – the ones who didn’t return – what would they say? Am I prepared to hear what they would say?

If I called one of our attenders who hasn’t been to church in several weeks, what would they say? Am I prepared to hear what they would say?

You see, as much as I love our church. And believe I’ve clearly communicated our next steps, I want to be open to change. I want to find the balance between adapting to our ever-changing society while helping our Pastor preserve the integrity of our church.

As you are building your database, make sure it reflects who and what your church is. But always be willing to re-evaluate what you’re doing and be open to change.