Turn informal financial habits into a responsible, reviewable local process. This free 12-page workbook gives a small-church board a guided way to map risk, assign responsibility, identify the policy areas that matter, and build a practical review calendar.
What is inside
- policy-mapping and financial-authority tools
- worksheets for gifts, restricted funds, purchasing, reimbursements, access, reporting, and continuity
- a conflict-of-interest development process
- a concern-response planning page and a complete policy-development tracker
This is a free starting workbook, not a copy-paste legal manual. Tailor it to your governing documents, local practice, insurance, lender, payroll, tax, legal, accounting, and denominational guidance.
When your board needs a fuller financial operating rhythm, continue with the paid Church Budget Workbook or Pastor and Staff Compensation Guide.