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My Top 5 Planning Center Workflows
Built for Churches Who Want Clarity, Not Chaos
If you watched the video, these are the exact workflows I use to help churches move people from first visit → connected → serving using Planning Center.
No spam. Just practical Planning Center workflows you can actually use.
What You’ll Get
✔ First-Time Guest Follow-Up Workflow
✔ Volunteer Onboarding Workflow
✔ Next Steps & Connection Workflow
✔ Pastoral Care Workflow
✔ Giving & Engagement Follow-Up Workflow
Each workflow includes:
Detailed steps to use
Clear handoffs for your team
Easy to adapt it to your church
This Is For You If…
You’re already using Planning Center (or migrating soon)
You want fewer spreadsheets and manual processes
You care deeply about people falling through the cracks
You want systems that actually support ministry
These workflows are based on real church implementations — not theory.
Want These Fully Implemented?
The free workflows will give you clarity fast.
But if you want step-by-step training, real examples, and ongoing updates — that’s exactly why I built The Planning Center Playbook.
It’s a video-based course designed to help churches:
Implement Planning Center the right way
Train staff and volunteers consistently
Build systems that scale as your church grows
Inside The Planning Center Playbook
✔ Role-based training (Admins, Staff, Volunteers)
✔ Deep dives into People, Groups, Check-Ins, Giving, and more
✔ Real-world workflows and examples
✔ Ongoing updates as Planning Center evolves
✔ Built for churches who want long-term clarity — not quick fixes
Why I’m Sharing These
I’ve helped churches of all sizes migrate to and optimize Planning Center.
These are the workflows churches ask for first when things feel disorganized, unclear or stuck.