Monitoring

MM/YYYY - Ministry Report to the Board of Trustees
Policies Under Review This Cycle
[e.g., 2.3 -- Care for People (2.3.1--2.3.4)]
Prepared by
[Name(s)]
Reporting Period
[Date range]
Executive Summary: Pulse of the Congregation
Author this section in narrative form. The board responds well to a congregational voice. Write from inside the life of the community, not above it.
✎ What is the emotional/spiritual texture of congregational life right now?
✎ What is the community responding to, internally, culturally, politically?
✎ What is the key challenge or opportunity in front of us this season?
✎ What is the executive team's current focus or orientation?
Policy Monitoring
Policies reported this cycle: [e.g., 2.3 -- Care for People (2.3.1--2.3.4)]
The following section provides ministry interpretation and compliance assessment for each policy under review this reporting period.
[Policy Number and Name]
Provide interpretive narrative: how does this policy live in the actual work of the church? What systems, relationships, or practices embody it? Name any gaps, transitions, or areas of active development honestly.
✎ What does compliance actually look like in practice here?
✎ What is working well? What is still developing?
✎ Are there any areas where the church is partially compliant or actively building toward full compliance?
Compliance Checklist
✅ [Item] -- [brief interpretive note if needed]
✅ [Item]
⚠️ [Item] -- [what is in progress or not yet resolved]
⏳ [Item] -- [pending action or board ask]
❌ [Item] -- [what the gap is and what is needed]
Board Asks
#
Type
Ask
Context
1
[Awareness]
[Brief description]
[Why this matters now]
2
[Decision]
[Brief description]
[What the options are]
3
[Add as needed]
How to Read This Report
Compliance Status Icons
Icon
Meaning
✅
Compliant -- This area is functioning as intended and meets the policy standard.
⚠️
In Progress -- Work is underway but not yet fully compliant. Details provided.
⏳
Pending -- Waiting on a specific action, decision, or external factor before progress can continue.
❌
Non-Compliant -- A gap exists that needs direct attention.
Board Ask Types
Tag
What It Means
What the Board Does
[Awareness]
The board should know about this.
No action required. Read and note.
[Affirmation]
Ministry is moving forward on this and wants the board's support on record.
Affirm or raise concerns.
[Decision]
A choice point that falls within the board's authority.
Discuss and decide.
[Action]
Something the board itself needs to do or assign.
Take or delegate the action.