Search for the ideal church database (part 3)

I’ve been doing some thinking about my church’s requirements for a database. There are some things that we need in a database. There are other things that we would like in a database, but can live without.

Different churches have different needs, but I think that a lot of these requirements would be common to many churches. This isn’t a final list – is there something that you think most churches would need that I haven’t included?

What we need (i.e. non-negotiable)

  • Access the database online. Why? To enable group leaders (e.g. Connect Leaders, leaders of Welcome Teams) to take ownership of their groups. To enable church members to access and edit their own information (e.g. when they change address). To access the database regardless of platform (Mac or PC). The online database option is a fairly new strategy – only made available by new technologies in recent years. However, I’m keen to explore this option for the reasons above.
  • Ability to easily print out a directory of members. Why? Because not everyone wants to view the directory of church members online, and we want to give multiple options for our members to contact each other.
  • Ability to track attendance (people, not just number of attendees). Why? To keep track of who came to church on the weekend in order to care for people who haven’t been for a couple of weeks. Most databases contain an ‘attendance’ facility, e.g. to note that 54 people attended the morning service on Sunday. We require the capacity to track if John Smith attended the service on Sunday morning, and how regular his attendance has been.
  • Ability to email groups (e.g. men, 6.30pm congregation). Why? Sending email directly from the database to pre-existing groups saves a lot of time (e.g. avoids the need to import email addresses into my email software, create a new group, and then send the email).
  • Excellent support. Why? I want to be confident that if the system goes down, they will be on top of it quickly. I’d like to know that if I have requests for how the database might be improved, they will be responsive to the feedback. I’d like to know that if I’m stuck or need help, the will be keen to help.  The expectations for support are much greater for online databases than a software-based database, because a) the costs are higher, but also b) the capacity to roll-out continual improvements is also greater.
  • Easily get data out of the database. Why? Because we won’t necessarily keep using the same database forever and because there are times when we need to take information from the database to use in another format (e.g. name badges or labels for a mail merge).
  • Identify gifts, passions and abilities. Why? As the church grows, it becomes harder for all staff to know all the people in the church and therefore be aware of who is gifted, passionate and able in particular ways/areas. Tagging members with gifts, passions and abilities (e.g. passionate about interior design, gifted in reading the Bible) enables faster identification of people who might be able to serve in current and potential ministries.
  • Varied access levels. Why? Different staff and lay leaders require different access to information on the database. We want to give members access to basic information of other members (with their permission of course), without listing all the details about all members.
  • Detail ministry involvement. Why? To keep track of who is involved in particular ministries (e.g. is a Kids Church leader, plays piano in the Saturday Night band). There is also potential (i.e. this would be an optional extra) to list who has been approached about serving in a particular ministry (e.g. “asked John to join welcoming team – busy with uni until October, follow up in November”).
  • Detail who has done child protection training, and when. Why? To remain above reproach, adhere to legislative/Diocesan requirements and to care for the children and leaders.
  • Create basic workflows. Why? To care for people. For example, a basic workflow might involve a reminder to call someone within four weeks of their first visit, to ask how they are finding church, and if there’s anything they would like to know, or get help with.

What we would like (desirable but optional)

  • Support for Australian (international) date, phone and address formats. Why? Whilst not essential, it can be frustrating adding data to the database in a different format to how this is normally entered.
  • A planned path of growth. Why? It would be encouraging to see that the developer of the database has a plan for its growth and a road-map for how these improvements will be implemented and when.
  • Support for internet-enabled devices (e.g. iphone). Why? As more and more people (staff and members) use these devices, the capacity to access the database (either via a designated app, or a mobile-friendly site) would be useful.
  • Track important dates. Why? Again, to care for people. e.g. date first attended the church, date baptised, etc. This could be followed up by a phone call – “you joined our church 6 months ago…”
  • Set reminders. Why?  e.g. a reminder to call John in November to follow-up request to serve at Kids Church.
  • List previous involvement in a ministry. Why? Someone who is new to the church might have been involved in men’s ministry at their previous church, but you would like to give them time to settle (and observe their Christian life) before inviting them to get involved. If this information is noted, you can return to it once they have become a member of the church.
  • Track who has completed training. Why? Running a training event doesn’t guarantee that everyone who needs to be trained actually attends! Tracking this information enables follow-up of people who should have been trained, but haven’t been trained yet.

What have I left off these lists that you think should be included?

  • http://www.bathgates.net Ben

    This is great, Steve. Thankyou. I look forward to seeing the results of your survey of options (which I assume is still ongoing).

    The best thing you did was list “interior design” as a potential gift of a congregation member. Could there be a gift less likely to be acknowledged as such by utilitarian Sydney Anglicans than interior design?

  • http://stafftool.com Toby Sterrett

    This is an awesome series Steve, definitely appreciated. For me personally, it really helps to see what Stafftool is doing right currently, and where things need to go in the future as the next version is being built out. I’m happy to see that much of your list is already covered, and a lot of the main things being worked on for the new version are as well are also listed (individual attendance, reminder notifications, assignable tasks to have others follow up with people, better printing (PDF), etc).

    One area that I’m wondering about is more involvement from the congregation itself… things like providing a place for small groups members to communicate with each other, plan events, post documents, etc. Is that something you’d see useful to provide to everyone in your church?

    Keep up the great work, hope to see more on this subject!

  • Steven Kryger

    Thanks Ben – there’s another post on its way tomorrow. I’m deciding on a new database for my church this week, so the testing has really ramped up!

    On the subject of interior design, I think our churches could really tap into the aesthetic skills our church members have. At the Saturday night service at my church, we’ve spent time (admittedly, more time when we launched the service than we have recently) thinking about how we can make the inside of our building appealing (or at the very least, not off-putting or intimidating for new people). For the upcoming Worthy worship night, we’re doing more thinking along these lines.

  • Steven Kryger

    Hi Toby, I’ve been very encouraged by your willingness to receive feedback, and implement this feedback into on-going improvements with Stafftool. Readers – my church currently uses Stafftool. Your support and willingness to adopt suggestions is great. Also exciting to hear of the plans you have for continuiing to develop Stafftool.

  • http://check12.com Ben Hudson

    Hey Steve,

    I’d add excellent interface usability (and even aesthetics) pretty high on my list. The reason being that in my experience getting people to use these things regularly and consistently is hard. Any excuse seems to be enough to prevent some people from logging in and entering data.

    If you feel like the software is working for you rather than against you it makes a huge difference to your motivation levels.

    Can’t wait to hear your results

  • http://www.softophile.com/search-for-the-ideal-church-database-part-3-communicate-jesus/ » Search for the ideal church database (part 3) | Communicate Jesus » Free Software

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  • http://stafftool.com Toby Sterrett

    Thanks for the kind words Steve! Of course, I’m sad to hear that you’re going to be deciding on a new system, but hopefully the new things that are being worked on for the next version will address most of the things that you’re looking for. If you’d like to check out the beta versions when they’re ready to go, please don’t hesitate to let me know, I’d love to get your feedback. Also, if there are specific things about Stafftool that you’d like to see different that made you come to this decision, I’d love to hear.

  • http://transformingrenewal.blogspot.com Joel Lingenfelter

    Hey Steve,

    Nice to see someone else working through this process. For those following along if you haven’t seen my blog on this process, it’s available at transformingrenewal.blogspot.com.

    Our final choice was Arena, what we felt was a perfect blend of web based and having control of our own data. We’ve been working hard to fully implement everything we want to run and have been very pleased. I’m not positive of this, but we may be the only church in america doing a fully automated check-in system on 100% mac clients. We did some work to make this happen with Arena, but this saved us a huge amount of time by not having to maintain 16 windows workstations for check-in. I don’t have the IT staff for that.

    Keep investigating and find what is the right solution for your church, and let us know what you chose and why!

    Joel

  • http://www.bathgates.net Ben

    … doing a fully automated check-in system on 100% mac clients. We did some work to make this happen with Arena, but this saved us a huge amount of time by not having to maintain 16 windows workstations for check-in. I don’t have the IT staff for that.

    Sn-ap.

  • Steve

    Hey Steve,

    You never got back to me. we are running thru implementation at the moment.

    If I can help at all only glad to help!