Guides
Practical guides for church leaders
Plain, helpful answers to the questions church staff ask most, written by someone who has sat in your chair.
Planning Center and data cleanup
Keep your records clean and your numbers trustworthy.
Cleaning Up Planning Center Duplicates
Find and merge duplicate profiles with a simple monthly routine.
Read the guideChurch Spreadsheets vs. Analytics
What spreadsheets do well, where they break down, and when to switch.
Read the guidePlanning Center Analytics and Dashboards
See People, Groups, Services, Check-Ins, and Giving together.
Read the guideTracking Engagement in Planning Center
Understand who is connected, and who might be slipping away.
Read the guideLeadership and reporting
Clear reports for boards, elders, finance teams, and committees.
Pastoral care and connection
Notice people, care well, and invite them in.
Seeing Each Person's Whole Church Story
Groups, serving, giving, and milestones on one page.
Read the guideSpotting Members Who Are Drifting
Reach out early, while a gentle message still matters.
Read the guideInviting Volunteers Without Burnout
Find connected people ready to be invited to serve.
Read the guideMeasuring Real Small Group Health
Look past rosters to who is actually showing up.
Read the guideUsing Planning Center?
See how Ministry Lens brings every ministry into one clear view.
Ministry Lens for Planning Center
