• Ministry Structure & Organizational Development Intake Form

    Provide your ministry’s identity, leadership, governance, operations, and goals so we can prepare tailored organizational-development recommendations and documents.

  • Primary Contact

  • Format: (000) 000-0000.
  • Preferred Communication Method*
  • Authorized to Make Decisions for the Organization?*

  • Ministry Information

  • Founding Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
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  • Organization Type

  • Organization type*
  • Is this ministry independent or under another organization?*
  • Does this ministry have an apostolic covering, overseer, bishop, presiding prelate, or governing authority?*
  • Does this organization currently oversee other churches or ministries?*
  • List the churches or ministries currently overseen
  • Does this organization plan to establish branches, campuses, or affiliated ministries?*

  • Legal and Administrative Status

  • This organizational-development service does not replace legal, tax, or accounting advice. Ministries may be advised to consult a qualified attorney, accountant, or tax professional when necessary.
  • Is the organization legally incorporated?*
  • Federal tax-exempt status
  • Are current articles of incorporation on file?
  • Are constitution and bylaws on file?
  • Is there a governing board in place?
  • Does the ministry have a bank account?
  • Are financial records currently maintained?
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  • Vision and Ministry Identity

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  • Doctrine and Spiritual Practices

  • Written statement of faith status*
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  • Baptism practice
  • Communion practice
  • Beliefs regarding spiritual gifts and the fivefold ministry
  • Ministerial offices or titles recognized

  • Leadership Structure

  • Current Leaders*
  • Executive Leadership Team
  • Board of Directors / Trustees / Elders

  • Departments and Ministry Teams

  • Which departments and ministry teams are currently operating?*
  • Which departments or ministry teams are needed but not yet established?
  • Current departments and ministry teams*
  • Which departments should be developed first?

  • Membership and Discipleship

  • Does your ministry have an official membership process?*
  • Is a new-member orientation provided?
  • Does your ministry have a defined discipleship pathway?
  • Are membership records maintained?
  • Is there a volunteer onboarding process?
  • For which roles are background screenings required?

  • Services and Operations

  • Regular Services and Programs*
  • Primary Service Format*
  • How Announcements and Internal Communications Are Managed
  • How Attendance, Visitor Information, and Member Records Are Maintained
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  • Financial Operations

  • Is there an annual ministry budget?*
  • Are financial reports provided to leadership?*
  • Are contribution statements issued?*
  • Are written reimbursement procedures established?*
  • Are personal and ministry funds fully separated?*
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  • Policies and Risk Management

  • Existing documents and policies currently in place*
  • Documents and policies that need to be created*
  • Have there been any previous leadership or operational conflicts that should inform this work?*
  • Are there any immediate areas of legal, financial, safety, confidentiality, or reputational concern?*
  • Which policies should be developed first?*
  • Current safeguards for children, vulnerable people, money, confidential records, and ministry property*

  • Goals and Requested Services

  • Which assistance do you need from Ministry Overview?*
  • Requested completion date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this date connected to a fixed event, launch, meeting, legal deadline, or transition?*

  • Final Assessment

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  • Acknowledgment

  • I understand that the information submitted through this form will be used to evaluate the organization’s current structure and develop customized ministry documents and recommendations. I confirm that the information provided is accurate to the best of my knowledge and that I am authorized to submit this information on behalf of the organization.
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  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
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