Document 5 · Part 6

Part Six — Using the Templates

The seven templates that support the annual cycle and the delivery work that follows are provided in full as the Appendix to this document.

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The seven templates that support the annual cycle and the delivery work that follows are provided in full as the Appendix to this document. They are designed to be copied, adapted, and used directly by the eldership. The structure of each is the important thing; the format can be moved into a spreadsheet, a shared document, or whatever practical tool the body uses.

The templates themselves are free. Every one is printed in full in the complete book that carries this document — you can read or download the whole volume at Volume IV — The Body in Practice — free to read online with a free account — or order it in print from the books page. Copy them from there and use them however suits your body.

The Elder and Engaged Church memberships add a convenience on top: each template is also available live in your Templates & records workspace — start it, fill it in on the site, save it as a record you can return to, and download your completed copy to Word or PDF. Each template below links straight to its free printed version.

Template A — Aggregated Gifts Summary. Used in Stage 2 — Eldership Data Review. Built from the completed Document 4 (the Spiritual Gifts Assessment) workbooks across the body. Captures by gift and by member. Read the template →

Template B — Current-Programs Review. Used in Stage 2. One sheet per current program. Captures purpose, people, gifts required, fruit, and the eldership’s conclusion. Read the template →

Template C — Workshop Facilitation Guides. Used in Stage 3 — Workshops and Spirit-Led Direction. Four ready-to-use workshop guides, one for each of the workshops in the series (Hearing the Data; Confirming What Is Faithful; Considering What to Release; Discerning New Direction). Read the template →

Template D — Program Plan. Used in Stage 4 — Scoping the Work. One full plan per agreed program. Covers the eight elements set out in Stage 4, including the three funding figures for the year — minimum, ideal and stretch. Read the template →

Template E — Annual Prospectus Structure. Used in Stage 5 — The Prospectus and Funding. The full structural outline for the body-facing Prospectus, including the priority ladder that orders every work before the ask is made. Read the template →

Template F — The Ask and Priority Schedule. Used in Stage 5. One sheet for the whole body, not one per program: the single ask to the body, with every work listed in funding order alongside its minimum, ideal and stretch, and the allocation method the eldership will use. Read the template →

Template G — Ministry Works Agreement. Developed during the latter planning stages (Stages 4 and 5) and signed at the start of delivery. One agreement per Saint per program, articulating scope, time, resources, working relationships, the spirit of excellence, and the voluntary nature of the Saint’s involvement. See Part Five for the framework that surrounds this template. Read the template →

When you use a template for the first time, run it past one or two trusted members of the body who are not on the eldership. Their feedback — on what is unclear, what is missing, what is unnecessarily heavy — will improve every subsequent year’s use.

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Document 5 · The Annual Plan · section 8 of 9

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