Class 1: Data Insights for Faith Institutions
This course introduces leaders to the shared language of data. Participants learn not only how to interpret information for their own role, but also how to understand what the numbers mean for colleagues in other positions. This course equips faith leaders with the ability to interpret and apply data to strengthen their institution’s financial stability, congregational engagement, and community impact. Leaders learn to see beyond anecdotes and measure what truly drives vitality.
Course Delivery Format Options:
Virtual Live
In-Person
Objectives:
Build shared literacy around congregant, donor, facility, and community data.
Learn how different roles (clergy, finance, admin, board, outreach) interpret the same data.
Foster a culture of transparency and collaboration by discussing insights across roles.
Understand how demographic, financial, and congregational data can inform decision-making.
Identify key metrics tied to revenue stability, donor engagement, facilities utilization, and quality-of-life indicators.
Build the confidence to interpret dashboards and reports for practical use.
Modules:
Reading the Story in the Data - Turning numbers into actionable insights.
Congregant & Donor Insights - Identifying giving trends and patterns of engagement. Giving patterns inform both budgets and pastoral care (for the Executive Pastor, Finance Director, Outreach Leaders).
Facilities & Asset Mapping - Using data to evaluate building use and revenue opportunities (for the Administrator, Finance Director, Board).
Community Quality of Life Indicators - Connecting institutional mission with community well-being. Community data shapes ministry vision, while finance tracks alignment with resources (for the Executive Pastor, Finance Director, Outreach Leaders, Board).
Materials:
During the workshop, participants receive access to data for a random geography provided by Pivot.
Participants receive a free 3-day trial to the Pivot to Opportunity Dashboard upon workshop completion.
Pivot cannot guarantee that the data provided during your 3-day trial will be specific to the region you work in.
Certification:
Participants completing all four courses are eligible for Pivot Certification, recognizing applied mastery of data-driven mortgage recovery strategies.
Certification fees begin at an additional $350 per participant, after completing all four courses.
Single-course attendees can accrue credits toward certification if they later complete the full series.
Sign Me Up!
Contact us at 520-405-2029 or info@pivotpartnerships.org to register for Small Group, Team, and Enterprise discounts.
Data Review Disclaimer
By providing data for review, the client acknowledges that all datasets must be clean, accurate, and in a usable format prior to submission. Pivot Partnerships does not assume responsibility for performing extensive data cleanup, though minor formatting adjustments may be made as needed to complete the purchased service.
Any data files submitted to Pivot Partnerships for review will be used solely for the purpose of delivering the purchased service. Pivot Partnerships will not return modified or cleaned datasets to the client. Unless the client provides written instructions to the contrary, Pivot Partnerships will securely delete all submitted data upon completion of the engagement.
Refund & Cancellation Policy
Certifications
No refunds are available for certification fees (individual or organizational).
Courses (Individual Registrations)
Refunds:
100% refund (minus 25% cancellation fee) if canceled 14 or more days before the course start date.
No refunds within 14 days of the course start date.
Credits:
Cancellations made 5 or more days before the course start date are eligible for a credit toward a future course of equivalent value.
Credits are valid for 6 months, are non-transferable outside the original registrant’s organization, and must be redeemed using the original receipt number.
Credits respect the original purchase value, including any discounts applied.
No-shows without prior cancellation are not eligible for refunds or credits.
Full Course Series Purchases
Refunds are not available for bundled or series purchases.
Registrants may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Multi-Seat Purchases (Organizations/Groups)
Refunds are not available for multi-seat purchases.
Organizations may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Fairness Statement
This policy ensures fairness to all participants and allows us to maintain the quality and consistency of our programs.
