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Congregational Assessment Inventories

Over the past thirty years many hundreds of churches have used Hartford Seminary’s congregational inventories to assist their pastoral searches and church planning efforts. 

We have redesigned these popular inventories, with the help of a grant from the Lilly Endowment, Inc.  Our three surveys and reporting forms are now more attractive, user-friendly and reflect the insights from the most recent up-to-date social science research on congregations.  

We hope you agree with us that these surveys are the best assessment instruments currently available to churches.

Consult our index below for more information about our church inventories:

Which inventory should you use?
Can I see a sample of the Inventories?

Can I see a sample of the final report?

Is there comparison data?

How does the process work?

How should we distribute the questionnaires?
Should I survey everyone or draw a sample?
How do we draw a sample?
What is the cost of the inventories?
How do I order inventories?

Can you provide assistance in interpreting the report?



Which inventory should you use?

We have several available:

The Pastoral Search Inventory
This form (with 165 items) focuses on the questions a congregation seeks in its ministerial leadership.  It is designed for congregations looking for a new minister.

The Church Planning Inventory
This instrument (with 210 items) is designed for congregations engaged in a serious in-depth planning process.  It is a comprehensive analysis of church programs, including youth & adult education, giving, missions, and evangelism.

The Parish Profile Inventory
This survey (with 110 items) is a shorter version of the other Inventories.  It contains basic items and would be suitable for when a church needs a general overview of congregational dynamics or when the length of the survey is an important issue.

All three Inventory forms include sections dealing with tasks of the church, organizational processes, congregational identity, church facilities, and members’ backgrounds, as well as theological and faith practice characteristics.

 

Can I see a sample of the Inventories?

The links below will open up pdf format samples of the three inventory forms.  To open a pdf document you must have the free Adobe reader installed on your computer.  Download the program at http://www.adobe.com/products/acrobat/readstep2.html

The Pastoral Search Inventory

The Church Planning Inventory

The Parish Profile Inventory

 

Can I see a sample of the final report?

The link below opens a pdf format sample of the final results report.  To open a pdf document you must have the free Adobe reader installed on your computer.  Download the program at http://www.adobe.com/products/acrobat/readstep2.html

The Sample Results Report

 

Is there comparison data?

Yes! Every so often we take the latest information from the congregations using the Inventories and anonymously enter it into a database from which we run a comparison report.  You can view that report (in pdf format - see above note for the viewer).     

Presently this report summarizes the findings from 84 churches to use our Inventory forms between March 2004 and June 2006.  There are 11,386 respondents from the 84 churches.  Half of these churches are United Church of Christ and 22% are Presbyterian (PCUSA), the others include Lutheran (ELCA), Episcopal, American Baptist, Southern Baptist, United Methodist, Nondenominational and Mennonite.  Their average size is in the 150-200 active attenders range.  These 84 churches are from twenty-nine states (with CT and MA having the most churches ).  The average response rate for these churches was roughly 35-40%. 

Many of the questions used in our Inventories are quite similar to those in large national studies.  For additional comparative information you might want to check out the findings of four such studies:


How does the process work?

Once you decide on the proper inventory for your situation, contact the Hartford Institute office to order your blank questionnaires.  Once ordered, the forms will be shipped via UPS within a week.  A set of instructions, a brief questionnaire and a letter of agreement will accompany the shipment.  Please fill out the survey about your church and return it with the completed questionnaires.

Distribute your questionnaires to your membership.  Collect the completed ones and send them to us.  We will tabulate the results, transcribe the comments verbatim, and return two color copies of the findings within 4-6 weeks of receiving all the completed questionnaires into our office.  Along with the findings, you will receive brief instructions to assist you in interpreting your results and a reporting of average scores from churches who have used the survey recently for comparative purposes.  We do not include an interpretive report of the tabulations.  That task is left up to your committee, church and/or local consultant if your congregation chooses to hire one.  

 

How should we distribute the questionnaires?

Most congregations distribute the questionnaires by mail along with a cover letter and a return envelope already stamped with first class postage.  The cover letter should stress the importance of a high return rate and describe the projected uses of the questionnaire results.  The letter should also include clear instructions telling people how, and by what date, they should return the completed questionnaires to your church.  Some churches ask respondents to put their name on the return envelope but not on the questionnaire.  This allows the church to contact only those who haven’t returned their surveys with a reminder after a week or two.  Announcements and reminders in bulletins, newsletters, and from the pulpit are very important.  Additionally, to ensure privacy, you may want to stress that Institute personnel will be the only ones opening and viewing the individual survey forms.  Some churches have also found it helpful to telephone or email members in order to increase their return rates. Remember, the accuracy and usefulness of your results is heavily affected by your rate of return. You should allow three to four weeks for persons to return their completed questionnaires. 

 

Should I survey everyone, just attenders or draw a sample?

We do not encourage churches to survey only their attenders.  Many important findings can be uncovered by allowing less involved members to have their say. 

Larger churches can save money by sampling.  Unless there are reasons why everyone in your church must receive a questionnaire (such as a conflict situation), we suggest that churches larger than 300 members save money by distributing the questionnaire to a sample of members rather than the entire congregation.  This is because the percentage of questionnaires returned affects the accuracy of results much more than the number of questionnaires returned.  Thus the time, energy, and money of large churches are more effectively spent on obtaining a high return rate than on securing a large number of completed questionnaires.

We recommend that churches of less than 300 persons distribute questionnaires to everyone, those with 300 to 350 distribute to three-fourths of the congregation, those with 450 to 700 to one-half of the congregation, those with 700 to 1000 to one-third of the congregation, and those with more than 1000 to one-fourth of the congregation.

 

How do we draw a sample?

Drawing a true random sample of your members is a laborious task.  Thus we recommend the following practical and quite acceptable method.  First make a "clean" list of members and active non-members who are over age 15, live in the area, and who are physically capable of filling out the questionnaire.  This can be based on a family address list if it lists each family member.  (Remember, you are sampling individuals, not families).  Flip a coin to determine whether to start with the first or second person on the list.  If the sampling fraction is 3/4, send a questionnaire to the starting person and the next two persons, skip one name, send to the next three, skip one, and so on through the entire list.  Use similar methods for other sampling ratios.

What is the cost of the inventories?

The cost of inventories is as follows:

Church Planning Inventory
.50 per blank questionnaire
3.00 per questionnaire tabulated
100.00 Administrative fee
Pastoral Search Inventory
.50 per blank questionnaire
2.75 per questionnaire tabulated
100.00 Administrative fee
Parish Profile Inventory
.50 per blank questionnaire
2.50 per questionnaire tabulated
100.00 Administrative fee


How do I order inventories?

To order any of these inventories, or for additional information, call (860) 509-9542, email Sheryl Wiggins at swiggins@hartsem.edu or write:

Hartford Seminary, Hartford Institute for Religion Research
77 Sherman Street, Hartford, CT  06105  

Questionnaires are shipped via UPS within seven days following receipt of your order.

This web site also contains numerous resources for interpreting the report and researching the census data and community make-up of your local area. Specifically visit our Congregational Studies section or Research Resources section.

 

Can you provide assistance in interpreting the report?

Sorry, we have discontinued this service.  

 

You may also want to read a summary of the research conducted by Adair Lummis titled "What do lay people want in Pastors?"

 

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