Know where you stand. Know where you’re headed. Know what to do next.
The Ministry Financial Blueprint gives pastors, boards and ministry leaders financial clarity, forward visibility and three defined priorities, built on accurate books.
What the Blueprint measures
Each area is rated by your leadership and weighted into one Financial Health Score out of 100.
Financial reporting & visibility
Timely, accurate statements leadership can read without an accountant.
15% of the scoreCash flow & reserves
Knowing what unrestricted cash is truly available, and a reserve target.
15% of the scoreBudgeting & forecasting
Realistic budgets, variance reviews and a rolling 6 to 12 month view.
15% of the scoreGiving, revenue & funding
Giving trends, restricted versus unrestricted, and donor concentration.
10% of the scoreStaffing & operating costs
Total personnel cost and recurring expenses measured against priorities.
10% of the scoreRestricted funds & controls
Designated funds tracked separately, reconciliations and spending controls.
15% of the scoreDebt, facilities & capital
A debt schedule and a plan for repairs, equipment and capital projects.
10% of the scoreLeadership & strategic alignment
Financial information early enough to shape decisions, tied to mission.
10% of the scoreFrom a score to a plan
- Take the quick Score
One statement for each of the eight areas and three red-flag checks. About 3 minutes online, and the score shows before we ask for anything.
- Get your scorecard
An overall score, a score for each area, and where you fall, from Strong Financial Foundation to High-Priority Financial Needs.
- Review it together
We complete the full 24-statement diagnostic with you, walk through strengths, gaps and risks, and agree on your top three priorities.
- Follow the Blueprint
Start with the services that move your priorities first. You don’t need every service we offer.
What each area can lead to
| Financial Reporting & Visibility | Management Reporting & CFO Dashboard |
|---|---|
| Cash Flow & Reserves | 13-Week Cash-Flow Forecast + Cash & Reserve Planning |
| Budgeting & Forecasting | Budget Development + Rolling 12-Month Forecast |
| Giving, Revenue & Funding | Giving / Revenue Trend & Concentration Analysis |
| Staffing & Operating Costs | Personnel Cost & Affordability Analysis + Expense Optimization |
| Restricted Funds & Financial Controls | Restricted Fund Review + Financial Controls Assessment |
| Debt, Facilities & Capital Planning | Scenario, Debt & Capital Planning |
| Leadership, Governance & Strategic Alignment | Fractional CFO / Strategic Advisory |
Get the Ministry Financial Blueprint
A 14-page guide for pastors and boards: the eight areas, the questions to ask, the warning signs to watch for and a scoring worksheet, ready for your next leadership meeting.
- All 24 diagnostic questions, with rating boxes, to review with your board
- Five red flags every ministry should check today
- How to score it, and how to set a reserve target leadership can monitor
See your ministry's score today
Three minutes, eight areas, three clear priorities. Take it on your own or walk through it with us.
