Class 3: Action Planning & Readiness for Faith Institutions
A practical workshop that guides teams in developing step-by-step implementation plans, allocating resources, and preparing staff for execution.
(Tier 1) Core Workshop:
3-hour interactive session using the Pivot to Opportunity Dashboard
Pre-session needs assessment
Sector-specific exercise packet
Participant materials in electronic format
Post-workshop summary sheet
(Tier 2) Enhanced + Action Support
Everything in Core Workshop, plus:
Branded/customized exercise packet with your organization’s logo and church mission/outreach focus
Facilitator review of church action plans with written feedback
1-hour follow-up coaching call (within 30 days) to troubleshoot mission challenges
Recording of the workshop
INTERNAL DATA REVIEW:
Includes review of church records (i.e., summary-level datasets or up to 5,000 records.
Additional records, raw transaction-level data, or datasets beyond this scope can be provided for an additional quoted fee.
(Tier 3) Premium Data Strategy
Everything in Core Workshop and Enhanced + Action Support, plus:
Pre-workshop review of your church performance & impact datasets (up to 3 hours of prep)
Fully customized workshop examples tied to your church
Customized insights report (PDF) with maps, trends, and recommended growth/risk strategies for the board and leadership team connecting course content to the institution’s mission and finances
Two 1-hour follow-up coaching sessions over 90 days
Priority scheduling + repeat-client discount
INTERNAL DATA REVIEW
Includes review of church records (i.e., summary level datasets or up to 50,000 records) or a representative portfolio sample.
Review of larger datasets or full portfolios is available as a customized service for an additional fee
A practical workshop that guides teams in developing step-by-step implementation plans, allocating resources, and preparing staff for execution.
(Tier 1) Core Workshop:
3-hour interactive session using the Pivot to Opportunity Dashboard
Pre-session needs assessment
Sector-specific exercise packet
Participant materials in electronic format
Post-workshop summary sheet
(Tier 2) Enhanced + Action Support
Everything in Core Workshop, plus:
Branded/customized exercise packet with your organization’s logo and church mission/outreach focus
Facilitator review of church action plans with written feedback
1-hour follow-up coaching call (within 30 days) to troubleshoot mission challenges
Recording of the workshop
INTERNAL DATA REVIEW:
Includes review of church records (i.e., summary-level datasets or up to 5,000 records.
Additional records, raw transaction-level data, or datasets beyond this scope can be provided for an additional quoted fee.
(Tier 3) Premium Data Strategy
Everything in Core Workshop and Enhanced + Action Support, plus:
Pre-workshop review of your church performance & impact datasets (up to 3 hours of prep)
Fully customized workshop examples tied to your church
Customized insights report (PDF) with maps, trends, and recommended growth/risk strategies for the board and leadership team connecting course content to the institution’s mission and finances
Two 1-hour follow-up coaching sessions over 90 days
Priority scheduling + repeat-client discount
INTERNAL DATA REVIEW
Includes review of church records (i.e., summary level datasets or up to 50,000 records) or a representative portfolio sample.
Review of larger datasets or full portfolios is available as a customized service for an additional fee