A shared workflow across Church Financial Health, Church Operational Readiness, People & Engagement and the Book Academy. Nothing is auto-executed: every action carries a human approval state.
Synthetic Sample Church data
Action register
Each row traces back to the evidence that produced it.
ACT-001 · Financial stewardship · Church Financial Health
Reactivate 138 lapsed contributor households
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Run a pastoral reactivation sequence segmented by lapse reason, beginning with paused recurring givers.
Evidence: Donor lapse signals · trailing 12 monthsConfidence: HighApproved by leadershipHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
· First 60 outreach calls completed.
· Track results against the 41 already reactivated this quarter.
ACT-002 · Financial stewardship · Church Financial Health
Reduce operating runway risk to the 6-month reserve target
Critical severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ApprovedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Adopt a written reserve policy and a funding schedule tied to monthly surplus.
Owner
Finance Director
Coach
the book author
Due · milestone
2026-11-15 · Board approval
Outcome measure
Reserve policy adopted; runway above 5 months by March.
Evidence: Forecast & reserves · 4.1 monthsConfidence: HighApproved by leadershipHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
Assign a follow-up owner to every first-time guest
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Route check-in records to a named owner per service with a 48-hour standard.
Owner
Connections Director
Coach
the book author
Due · milestone
2026-10-12 · October connection push
Outcome measure
48-hour follow-up rate above 90%.
Evidence: Visitor pipeline · 13 unassignedConfidence: HighApproved by leadershipHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
· Owner rotation drafted for all three services.
ACT-004 · Financial stewardship · Academy module — Financial stewardship
Close the offering-count segregation of duties gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.CompleteHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
Require two unrelated counters and independent reconciliation review.
Owner
Church Administrator
Coach
the book author
Due · milestone
2026-10-10 · Controls remediation
Outcome measure
100% of counts two-person verified.
Evidence: Controls walkthrough · Lesson 4Confidence: HighCoach approvedHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
ACT-005 · Worship experience · Academy module — Worship experience
Complete accessibility audit at both campuses
Medium severityNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Engage an accessibility reviewer and log every barrier with an owner.
Owner
Facilities Lead
Coach
the book author
Due · milestone
2026-11-30 · Sunday experience plan
Outcome measure
Audit complete; all critical barriers assigned.
Evidence: Guest journey map · accessibility gapConfidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-006 · Outreach · Academy module — Outreach
Consolidate 17 missions commitments into an aligned portfolio
Medium severityNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Score every commitment and recommend continue, improve, expand or end.
Owner
Missions Pastor
Coach
the book author
Due · milestone
2026-12-01 · FY27 budget
Outcome measure
Portfolio of 6-8 commitments with written agreements and outcome measures.
Evidence: Outreach inventory · $214,000 across 17 partnersConfidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-007 · Mission and vision · Academy module — Mission and vision
Publish the mission decision filter
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Adopt a five-question filter and apply it to the next budget and calendar cycle.
Owner
Executive Pastor
Coach
the book author
Due · milestone
2026-10-15 · FY27 planning
Outcome measure
Leader alignment above 80% on re-measurement.
Evidence: Leadership alignment at 68%Confidence: HighApproved by leadershipHealthyHealthy — scoring 80 or above out of 100. The work is done, the evidence is on file and the coach has reviewed it. Keep it under routine review.
ACT-OR-001 · Financial stewardship · Church Operational Readiness — Accounting
Close the internal financial controls readiness gap
Critical severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Adopt a written internal-controls policy with two-person counts, dual authorization thresholds and an annual controls self-review reported to the board.
Owner
Church Administrator
Coach
the book author
Due · milestone
2026-10-31 · Controls remediation
Outcome measure
100% of counts two-person verified; policy adopted and self-review filed.
ACT-OR-002 · Financial stewardship · Church Operational Readiness — Accounting
Close the cash flow management readiness gap
Critical severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ApprovedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Adopt a written reserve policy with a funding schedule and maintain a rolling 13-week cash forecast reviewed monthly.
Owner
Finance Director
Coach
the book author
Due · milestone
2026-11-15 · Board approval
Outcome measure
Reserve policy adopted; runway above five months; forecast reviewed monthly.
· Reserve policy shares the ACT-002 board milestone.
ACT-OR-003 · Operational — Technology governance · Church Operational Readiness — Information Technology
Close the it security measures readiness gap
Critical severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Enforce multi-factor authentication on all accounts, deploy managed endpoint protection, patch within 30 days and adopt a written incident response plan.
Owner
IT Coordinator
Coach
the book author
Due · milestone
2026-11-30 · Security baseline
Outcome measure
MFA on 100% of accounts; endpoint protection on 100% of devices; incident plan adopted.
· MFA enabled for finance staff; remaining accounts pending.
ACT-OR-004 · Operational — Technology governance · Church Operational Readiness — Information Technology
Close the data backup & recovery readiness gap
Critical severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Automate daily backups with an off-site immutable copy and perform a documented restore test at least annually.
Owner
IT Coordinator
Coach
the book author
Due · milestone
2026-12-15 · Data resilience
Outcome measure
Daily automated backup with off-site copy and one successful documented restore test.
Evidence: Operational readiness topic · Data Backup & Recovery scored 2 of 5 (40%)Confidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-OR-005 · Operational — Technology governance · Church Operational Readiness — Information Technology
Close the email security readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Publish and enforce SPF, DKIM and DMARC, enable external-sender warnings, and require a verbal wire-verification rule.
Owner
IT Coordinator
Coach
the book author
Due · milestone
2026-11-30 · Security baseline
Outcome measure
DMARC enforced; external warnings on; phishing training completed by 100% of staff.
Evidence: Operational readiness topic · Email Security scored 1 of 2 (50%)Confidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-OR-006 · Ministry effectiveness · Church Operational Readiness — Human Resources
Close the hr policies documentation readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Consolidate and date-stamp all HR policies, obtain an annual legal review, and collect signed acknowledgments from every worker.
Owner
Church Administrator
Coach
the book author
Due · milestone
2027-01-15 · HR foundation
Outcome measure
Complete policy set reviewed within 12 months; 100% acknowledgments on file.
Evidence: Operational readiness topic · HR Policies Documentation scored 2 of 5 (40%)Confidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-OR-007 · Spiritual growth · Church Operational Readiness — Human Resources
Close the employee training & development readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.In progressNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Define required annual training by role — safeguarding, controls, privacy — and track completion to 100%.
Owner
Church Administrator
Coach
the book author
Due · milestone
2026-12-31 · Required training cycle
Outcome measure
100% completion of required training recorded per person.
ACT-OR-008 · Operational — Data governance · Church Operational Readiness — Information Technology
Close the data privacy & protection readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Publish a privacy notice, complete a data inventory with a retention schedule, and enforce role-based access to giving and pastoral records.
Evidence: Operational readiness topic · Data Privacy & Protection scored 2 of 4 (50%)Confidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-OR-009 · Operational — Technology governance · Church Operational Readiness — Information Technology
Close the network security readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Separate guest wifi from staff and finance networks, keep firewall firmware current, and review remote access quarterly.
Evidence: Operational readiness topic · Network Security scored 3 of 5 (60%)Confidence: MediumPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
ACT-OR-010 · Financial stewardship · Church Operational Readiness — Accounting
Close the audited financial statements readiness gap
High severityAt riskAt risk — scoring below 60 out of 100. This area is not yet in place and is holding back the overall score. It belongs in the next 30 days of the action plan.ProposedNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Engage an independent firm for an annual audit or review, publish a year-end close calendar, and track management-letter items to closure.
Owner
Finance Director
Coach
the book author
Due · milestone
2027-02-28 · FY27 assurance cycle
Outcome measure
Independent report issued within 120 days of year end with zero material weaknesses.
Evidence: Operational readiness topic · Audited Financial Statements scored 3 of 6 (50%)Confidence: HighPending leadership approvalNeeds attentionNeeds attention — scoring 60 to 79 out of 100. The work has started but something is incomplete: missing evidence, an unapproved deliverable, or lessons still open. Plan it into the next 30 to 60 days.
Workflow states
The same lifecycle applies to every finding, wherever it originated.