Of late, I’ve been developing a system for managing the reporting of layby for our members.
The Layby Package [i'm just going to go with that name] is a really a set of database and merge document that allows a congregation to deliver to its members an overview of their giving, either quarterly, bi-annually, or annually.
The key to the whole package is the record keeping. At The Park [The Magnolia Park Church of Christ], the leadership was planning on implementing a giving campaign to coincide with the already existing building fund plan. The result was a system that was first implemented at the Hallandale Beach Church of Christ – the Victory Campaign. Their plan included a campaign brochure, a presentation, and a pledge card. For The Park, I designed a campaign folio, a presentation, a pledge card, a reminder card, as well as the quarterly statement which outlined each individuals giving for the quarter as well as where they stood in relation to their initial pledge.
Now, the Quarterly statement really began in December, 2007, as we were trying to roll out the official yearly statements for members. We decided that in addition to giving them the official statement with the church seal and everything, it would be nice to let each member see exactly what they gave each week. This, in turn, was well received, as many people were surprised to see the peaks and valleys in their giving throughout various times of the year. At the start of 2008 a decision was made that the initial statement would be developed further to include many elements that would be useful to the member. The Following were added for the first quarter statement:
- My Statement Summary – The statement summary includes an overall synopsis for the quarter, letting the member see their Total given, the congregations giving total, Their total given shown as a percentage of overall congregation total, their Weekly Average, their ranking amongst all givers, and finally, The Forecast of their giving for the remaining three quarters, based on current weekly average.
- My 13-Week Report – A charted representation of the quarter with the date and corresponding amount given.
- My Total Amount Given – Pretty much self explanatory.
- My Average Per Week Giving – The average given as a funtion of overall total divided by the 13 week quarter.
- My Personal Rank – We show a ranking that allows the member to see exactly where they stand numerically. We based the number on qualifying givers.
- My 52 Week Forecast – The 52 Week forecast is a total number for the year based on their current weekly average spun forward for the rest of the year.
- My 13-Week High – The 13-week High shows the Largest amount given in any one week. No provision is given for same high given in multiple weeks.
- My 13-Week Low – The 13-week Low shows the Lowest amount given in any one week. As with the 13-week high, no provision is given for same low given in multiple weeks.
- Congregation Total – The congregation total is a whole sum of givings for the quarter by all members for all collections.
- My Percentage – The percentage function is a showing of the members impact on the overall total given for the quarter.
- The Top 10 Givers – The Top 10 Givers for the quarter shows just that – The Top 10 Givers; No totals, just names.
- Graphical Overview – Lastly, we give a graphical overview of the quarter in terms of congregational giving, the overall average per Sunday, and the Per Sunday total. In the future we plan to make use of the Google Charts API to build individual graphical representations for each member, as well as an internet application for congregations.
In the Future, we look to build an internet application that shows the same information for each member.
What do you think? Is this something that you think your congregation could use? What, if any, layby reporting mechanisms do you use?