- Overview
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Introduction 2 min
- Planning Out or Mapping Out
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Planning out your Follow-up Process 17 min
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Map Out or Plan Out your Follow-up Process.
This lesson follows the Planning your Follow-up Process video and is meant to provide you with a written format you could choose to follow in creating your own workflow in your ChMS software. You will find a downloadable copy as well.
- Example Workflows
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Guest Follow-up 26 min
- Additional Resources
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Process Queue Planning Sheet
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Course Feedback
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What's Next?
Creating a Workflow in your ChMS
Learn how to create a workflow for any follow-up process.
Multiple software tools can be used to manage any follow-up steps you have in mind. Go through this course to learn how to build out your workflow in the ChMS software. A Follow-up process might be something like following up with guests, interested parishioners, those who wish to get married at your parish or church, and more. Learn how to decide which software tools you can combine to get the most out of your workflow.
Who would benefit from this course?
- Administrative Support
- Care Ministry Leaders
- Children's Ministry Leaders
- Connections Ministry Leaders
- Discipleship Ministry Leaders
- Executive Pastors
- Facilities Managers
- Finance and Generosity Leaders
- Mission and Outreach Leaders
- Small Group Ministry Leaders & Small Group Leaders
- Student Ministry Leaders
- Worship Ministry Leaders