This in-depth assessment gives us everything we need to build your personalized strategic roadmap across all 5 Habits of Healthy Churches. Set aside 25-35 minutes and have your church data accessible.
Strategic Report
Custom roadmap across Vision, Culture, Systems, Leadership & Resources
Strategy Call
90-minute debrief with Jason Hanash to review findings and set priorities
90-Day Action Plan
Prioritized next steps so your team knows exactly where to start
Your responses are confidential and shared only with your assigned coach
Step 1 of 10
Church Profile & Contact
Basic information about your church and primary contact for this audit.
Step 2 of 10 • Habit 5: Steward the Resources
Financial Health
A church's budget reveals its true priorities. Help us understand your financial picture.
All financial data is strictly confidential
Annual Budget Overview
Approximate figures are fine. We are looking for proportions, not exact numbers.
Budget Allocation (Approximate %)
What percentage of your total budget goes to each category? Does not need to equal 100%.
How healthy is your church financially right now?
CrisisThriving
How many months of operating expenses do you have in reserves?
0 months6+ months
Step 3 of 10 • Habit 1: Advance the Vision
Attendance & Growth Trajectory
Beyond the weekly average, we need to understand your attendance patterns, capacity, and flow.
Current Attendance Metrics
Use the most recent 3-month average where possible.
Healthy churches typically run at 70-80% capacity. Above 80% often signals a growth ceiling.
Growth Trajectory
Guest & Retention Metrics
Step 4 of 10 • Habit 3: Manage the Systems
Organizational Structure
How your church is organized determines what it can accomplish. Let us understand your team and decision-making structure.
Staff Team
This helps us assess whether your staff structure matches your church size and growth goals.
We have a clear organizational chart with defined reporting lines.
No chart existsClear & current
Staff meetings are productive, strategic, and lead to clear action items.
IneffectiveHighly strategic
Our staff culture is healthy, collaborative, and free from toxic dynamics.
Toxic / brokenThriving culture
Governance & Decision Making
Our board/elder team and pastoral team are aligned on vision and strategy.
MisalignedFully aligned
Step 5 of 10 • Habit 2: Influence the Culture
Weekend Experience Audit
Your weekend service is your primary front door. Let us assess how intentional and effective it is from parking lot to follow-up.
Our parking lot, signage, and exterior create a welcoming first impression.
PoorExcellent
Our guest greeting and hospitality team creates a warm, non-awkward welcome.
Absent / awkwardOutstanding
Our children's ministry check-in is secure, efficient, and inspires parental confidence.
Chaotic / unsafeSeamless
Our worship experience (music, production, environment) is consistently excellent.
Needs major workExcellent
Our teaching/preaching is engaging, practical, and connects with un-churched visitors.
Insiders onlyHighly engaging
We have a clear, low-barrier next step offered every weekend (connect card, app, QR code).
No clear next stepVery clear
First-time guests are followed up with within 24-48 hours (email, text, call, or gift).
No follow-upSystematic
Step 6 of 10 • Habit 2: Influence the Culture
Discipleship & Spiritual Formation
The depth of your discipleship determines the sustainability of your growth. Let us map your formation pathway.
Pathway Architecture
We have a clearly defined discipleship pathway that is simple enough for anyone to understand and follow.
No pathwayCrystal clear
Small Groups / Life Groups
Our small group ministry is healthy, multiplying, and central to our discipleship strategy.
StrugglingThriving
Spiritual Formation Depth
We have an intentional new believer follow-up process (beyond just a class).
NothingComprehensive
We teach and practice spiritual disciplines (prayer, Scripture, fasting, generosity, service) beyond weekend teaching.
Weekend onlyDeeply integrated
We have a membership or partnership class/process that sets expectations for belonging.
NothingStrong process
Step 7 of 10 • Habit 4: Multiply the Leadership
Leadership Pipeline
The church will never outgrow the capacity of its leadership. Let us assess how you develop and multiply leaders.
Volunteer Engagement
We have a clear, inviting process for getting people from attending to serving.
No processSeamless
Volunteers are appreciated, developed, and given clear expectations (not just used for labor).
NeglectedWell cared for
Leadership Development
We have a formal leadership development process (not just on-the-job learning).
Nothing formalRobust pipeline
The lead pastor has intentionally empowered others to lead ministry areas without micromanaging.
Everything flows through pastorFully empowered team
We have identified and are actively developing our next generation of key leaders.
No pipelineStrong bench
Step 8 of 10 • Habit 3: Manage the Systems
Digital & Communication
Your digital presence is often the first impression someone has of your church. Let us assess your communication ecosystem.
We effectively use our ChMS for tracking attendance, follow-up, groups, and giving.
Not usedFully leveraged
Digital Presence
Our website is modern, mobile-friendly, and clearly communicates who we are to a first-time visitor.
Outdated / brokenExcellent
Our social media is active, engaging, and strategically managed (not just event announcements).
Inactive / poorStrategic & engaging
We use email and/or text communication effectively to nurture our congregation during the week.
Rare / noneStrategic cadence
Step 9 of 10
Document Uploads
Uploading these documents allows us to provide a much deeper, data-driven analysis. Share what you have; none are required.
All documents are kept strictly confidential
Click to upload or drag and drop
PDF, Word, Image, or PowerPoint
Shows us reporting structure, span of control, and potential gaps.
Click to upload or drag and drop
PDF, Excel, or spreadsheet
Allows us to analyze budget allocation against best practices for your church size.
Click to upload or drag and drop
Excel, CSV, or PDF
Weekly or monthly attendance over the last 1-3 years helps us identify trends and patterns.
Click to upload or drag and drop
Any format
If you have a visual or document that maps your discipleship process, this is very helpful.
Click to upload or drag and drop
Strategic plans, vision docs, bylaws, etc.
Step 10 of 10 • Confidential
Pastor's Confidential Section
This section is for the lead pastor's eyes and Jason Hanash only. Honest answers here dramatically improve the quality of your roadmap.
Shared only with your assigned coach
Personal Pace & Health
Sustainable church growth requires a sustainable leader.
On a scale of 1-5, how would you rate your current emotional and spiritual health?
Burned outThriving
I take regular time off (weekly sabbath, vacation) and have sustainable rhythms.
No restHealthy rhythms
I have trusted peers, mentors, or a coach who I am honest with about my leadership challenges.
IsolatedWell supported
Honest Assessment
These questions require courage. Your honesty here is what separates a surface-level report from a transformative one.