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Understand action items

BEFORE YOU BEGIN

Assembling the Team

 

Your team will be working toward a thoughtful strategy. Assign specific roles to facilitate the process and ensure work isn’t being done by one individual. Your team should include:

Senior Pastor – Leadership and guidance throughout

Marketing Plan Coordinator (MPC) – A staff member or lay leader. The MPC gathers data, distributes surveys, helps input the marketing plan and coordinates communication.

Administrative Assistant – Contributes thoughts and records proceedings Trustees or Members of Committees – Provides ideas and counsel from research

GET YOUR
CMPT COACH

Phase 1 of the Church Marketing Plan Tool
PHASE 1

RESEARCH & VISION

understanding yourself & your community

STATISTICS & DEMOGRAPHICS

get the numbers

 

Preparation should begin 4–6 weeks before your Marketing Team Retreat.
Your Senior Pastor or the Marketing Plan Coordinator should gather a series of reports that will help build the foundation of your plan. The best part? Your reports are at no cost, and simple to request.

Step 1: Order Your Church Profile

At UMData.org, you can access statistics about your church ranging from membership to giving to total income and more. To view your church’s data, click on the “Churches” button in the upper left corner of the page. On the page following, enter your church’s information and click “Search.” It’s that simple. Get your free reports.

Step 2: Order Your Community Profile

Additionally, United Methodist Communications can provide an in-depth report detailing the makeup of your specific community. Upon request, United Methodist Communications will compile demographic and lifestyle data about your area. There is no charge for this service. To ask for your free report(s), contact the Research and Local Church Outreach department at UMComResearch@umcom.org with the street address of your church. Email Research and Local Outreach for your report.

 

Your community profile will include:

  1. A letter explaining how to understand your data
  2. An Executive Report, which interprets data involving the makeup of your community including population growth, income and more. This report analyzes the current state and future of your church’s community.
  3. A quadrennial report, which examines religious preferences and attitudes every four years.

Community Profile Data Gallery (click a thumbnail to enlarge.)

 

Step 3: Print Your Church Budget

Knowing your available financial resources is critical. These numbers will help your team understand which marketing tactics are realistic given the costs.

Understand action items

NOTE

When these reports are ready, forward them to your Marketing Team in advance of your one-day retreat. This will help team members complete the brief questions in their homework and prepare for discussion times.

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