Generosity Culture Accelerator™ — Leadership Intake

Session 1 is done.
Now let's build.

This form is for your executive and senior leadership team. Your answers go directly to your coach before Session 1B — no filters, no CRM, no one else reads this. Be as honest and specific as you can. The more truth you put in here, the more useful that next session will be.

01

Let's start
with you.

First name *

Last name *

Email address *

Mobile number

Your title *

Church name *

02

Tell us about
your church.

Average weekly attenders (AWA) *

Number of campuses *

Which staff roles will be actively involved in the Accelerator? *

Communications capacity *

Dedicated comms teamAt least one full-time staff member whose primary role is communications. Shared or part-time roleSomeone owns comms, but it's not their only responsibility. Pastor-ledThe pastor handles most generosity communication personally. Volunteer-drivenComms is handled primarily by volunteers.

03

Where is your
church right now?

Honest answers here are more valuable than polished ones. There are no right answers — only true ones.

Current giving communication pattern *

Campaign-onlyWe talk about giving during year-end and maybe one or two other pushes per year. ReactiveWe communicate about giving when the budget is tight or giving is down. Occasional and inconsistentWe try to communicate regularly but don't have a documented system. Structured but incompleteWe have some systems in place but significant gaps. Year-round and intentionalWe have a documented, consistent approach across the full year.

Offering moment — current state *

Yes — we use a prepared script or framework every week. Yes — but it's improvised. No consistent framework or script. Sometimes — depends on the week and who's up front. No — we don't do a formal offering moment.

04

What isn't
working?

Be specific. The worst thing you can do is manage how you look here — and then show up to Session 1B with a different story.

Your biggest gap in generosity culture right now *

What have you tried before — and what happened? *

05

What does
success look like?

Your coach reviews these answers before Session 1B and builds the strategic priorities conversation around them. Vague answers produce vague sessions.

Six months from now — what would need to be true? *

Twelve months from now — where do you want to be? *

If you had to name ONE metric that would tell you this worked, what would it be? *

06

What feels
most urgent?

Select everything that applies. Your coach uses this to weight where Session 1B spends the most time.

Select all that apply *

52-Week Offering Moment FrameworkGetting a consistent, formation-based offering moment in place and planned for the full year. Year-Round Communications ArchitectureEmail strategy, giver segmentation, and a 12-month giving communications calendar. First-Time Giver RetentionClosing the 90-day loss window with an intentional first-step journey. Year-End CampaignBuilding a planned, formation-based year-end campaign months in advance — not reactively. Major Giver Pastoral FrameworkMoving top givers from silent contributors to genuine mission partners. Lapsed Giver Re-EngagementA pastoral (non-financial) process for responding to giving declines. Leadership + Comms AlignmentGetting pastoral leadership and comms operating from the same framework and language. Giving Health MetricsUnderstanding and tracking the four core indicators of a generosity culture.

07

Leadership
posture.

These help your coach understand where pastoral energy and confidence are strong — and where they need development.

Lead Pastor's comfort speaking about money from the stage *

5

Avoids it entirely Completely confident

Alignment between pastoral leadership and your comms team today *

5

Not aligned at all Fully aligned

Biggest leadership obstacle right now *

Pastoral discomfort talking about money from the stage. No documented system — it all lives in someone's head. Misalignment between pastoral priorities and comms execution. Bandwidth — we know what to do but don't have time to build it. A congregational culture that resists or is suspicious of giving conversations. We don't have the data to know what's actually happening. Something else — I'll describe it below.

Describe the obstacle *

08

What are you
committing to?

This is the most important question in the intake. Not the coaching system — you. What specific change in leadership behavior or posture are you committing to over the next six months?

Your commitment *

09

Anything else
we should know?

This goes directly to your coach before Session 1B. Use it for context that didn't fit the earlier questions — a specific situation, a concern, or something you want to make sure the session addresses.

Additional context for your coach

Your responses are reviewed by your coach and kept confidential within the coaching engagement.

Received

Intake
submitted.

Your coach will review your responses before Session 1B. If anything stands out, they'll reach out in advance. See you in the next session.

Session 1 is done.Now let's build.

Let's startwith you.

Tell us aboutyour church.

Where is yourchurch right now?

What isn'tworking?

What doessuccess look like?

What feelsmost urgent?

Leadershipposture.

What are youcommitting to?

Anything elsewe should know?

Intakesubmitted.