How to track TRUST to diagnose the health of small groups

Posted by Boyd Pelley on 2/7/23 2:00 PM

A few weeks ago, coinciding with the new year, I started a series of blogs related to the difference between tracking something to achieve a goal and tracking something as part of an ongoing relationship.  So far we've looked at demographic data and guest follow up tracking.  In this article we look at tracking adult small groups.

Most pastors encourage adults to be in small groups as an important step in their spiritual growth or discipleship process.  However, once the data comes in and pastors realize that small group enrollment has a direct effect on giving and worship attendance then there's a temptation to make small group tracking a goal to achieve rather than a spiritual formation relationship to develop.  I know this because I lived it.

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Tags: Groups, Reports

Five reasons demographic data is important for building relationships

Posted by Boyd Pelley on 1/10/23 2:30 PM

Last week I shared that I'm tracking my food intake as well as my Bible reading in the new year.  After a week, as expected, I'm doing great on the Bible reading because that's a relationship I enjoy.  And, so far, I'm doing fine with food tracking and even lost a couple of pounds. That's leading to a goal I hope to achieve. 

Some of the most common data in church software is demographic information like age (birthdate), household role, gender, marital status, anniversary, school, education, languages spoken, ethnicity,  occupation, military service, skills, availability, spiritual gifts, ministry passion, address / zip code, phone number, and email.    

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Tags: Reports

Is tracking an objective to achieve or a relationship to enjoy?

Posted by Boyd Pelley on 1/3/23 3:00 PM

If you are an old year reviewer and new year resolver, this is the week you start.  I know because I am one.  I already started tracking what I eat ... again.  And Sunday, I started my plan to read the New Testament through this year on weekdays and the Old Testament in three years on weekends.

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Tags: Reports

New!  5 problems with church software reports and how we solve them.

Posted by Boyd Pelley on 10/18/22 2:00 PM

We have been building software for churches for over twenty years and have regularly heard from clients about how cumbersome reports are across the industry. 

Some systems are so complex that creating a new report takes a degree in computer science. Others provide so many options that you're not sure which report is for what purpose.  Still others allow everyone to create reports and over time you're not sure who created what and which ones are still useful.

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Tags: New Release, Reports

3 reasons our least used feature may be the most powerful one.

Posted by Boyd Pelley on 10/11/22 2:00 PM
A friend recently sent me the link to Simon Sinek's famous TED talk, "Start with Why". It has been a few years since I watched it, so I decided to invest 18 minutes for a refresher. I'm glad I did.
 
"Why" is the best way to make a case for the most under-utilized feature in the Churchteams tool box: Scheduled Reports. Here are three reasons why Scheduled Reports are so important and powerful.
 
First, people are lonely. Friends are not a nice extra to complement a me-first lifestyle.  God made us for friendship.  Only one thing was not good in creation prior to the first sin. That was for man to be alone. We're built for friendships and that's a good thing.
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Tags: Reports

Why and how to make lapsed donors reports for pastoral care.

Posted by Boyd Pelley on 10/12/21 2:30 PM

A lapsed donor is someone who used to give consistently to your church but has stopped.  Since giving data is generally the most accurate data in your database, it's relatively easy to measure.

But before I dig into the details of "how", we probably need to answer the question, "why track lapsed donors?".  At it's heart, this is a pastoral care issue.

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Tags: Giving, Reports

Why should you use lists to send email?  An important reason and a cool report.

Posted by Boyd Pelley on 10/5/21 2:00 PM

You guys, email is not dead!  Sure, texting is emerging (we have you covered there) and social messaging and apps are vying for attention, but check out this stat in the Hubspot article, The Ultimate List of Email Marketing Stats for 2021.

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Tags: Best Practices, Reports, Communication

How to use reports to automate birthdays and other pastoral care opportunities.

Posted by Boyd Pelley on 9/28/21 1:30 PM

Your birthday is a pretty big deal on Facebook.  If you use it a lot (or a little), you get to hear from dozens or hundreds of friends and family.  Even if you know that all they did was click a link or take 30 seconds to jot a note, it still makes you feel special.

Kids love getting mail, especially on their birthday.  Many children's ministries I know do a great job of making kids feel special by sending them a simple card on their day.

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Tags: Reports

How can I use data to establish groups or recruit volunteers?  Here's help.

Posted by Boyd Pelley on 9/21/21 11:00 AM

Last week in our Roundtable on Reports, we talked about different ways to use group reports.  If you're interested in more, here's the podcast.  It's Episode 13.

Typically, you probably think of group reports as enrollment rosters or group attendance.  Of course, those are important because they help you see how well the ministry is doing.  But, data can also be a life-saver for dealing with two challenges that every church faces during this season of the ministry year.  Let's personalize those and see how group reports can come to the rescue.

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Tags: Volunteers, Reports

Five foundational ideas to grasp the mechanics of creating reports

Posted by Boyd Pelley on 9/14/21 2:00 PM

If you've ever created reports in software, you know that it can be challenging.  So, last week we started our fall Rountable on the topic of reports.  Check out episode 12 in the Roundtable Podcast to view the entire briefing.

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Tags: Reports

Scheduled reports and incarnation. The way to build or rebuild trust.

Posted by Boyd Pelley on 5/11/21 10:45 AM

A few weeks ago, in a blog post entitled Groups consistency, I talked about using attendance as a sign that points to faithfulness.  And faithfulness is a pre-requisite character quality for choosing leaders who multiply the ministry.  (2 Timothy 2:2)

In the same way, attendance is a sign for pastors and church staff that something may be going on in a person's life they are called to shepherd.

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Tags: Groups, Reports

New!  Automate promotion and birthdays.

Posted by Boyd Pelley on 5/4/21 11:00 AM
There are a ton of administrative details related to your ministry.  These feel like tedious, repetitive tasks that have to be done each day, week and month.  On top of the important tasks, urgent ones keep screaming for your attention.  It can make you feel overwhelmed and stressed.
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Tags: Check-in, New Release, Automation, Reports

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