Portfolio Dashboard
Parish Profile Archetypes
Vitality Scores
Recent Assessments
At-Risk Properties
Vitality Assessment Survey
Vitality Assessment Instructions
This survey measures congregational vitality across multiple dimensions of parish life. Your responses will help identify areas of strength and opportunities for growth.
The assessment consists of 37 questions organized into six areas:
- Purpose & Mission
- Spiritual Vitality & Formation
- Justice, Outreach & Service
- Openness to Change & Innovation
- Stewardship & Budget
- Organizational Dynamic
- Disagree – This does not describe our congregation
- Unsure – I'm not certain or this partially describes us
- Agree – This generally describes our congregation
- Strongly Agree – This strongly describes our congregation
Please answer all questions based on your congregation's current state.
Survey Progress
Property & Survey Information
Purpose & Mission
These questions explore how your congregation defines and lives out its core purpose.
Spiritual Vitality & Formation
These questions assess spiritual practices, faith formation, and discipleship.
Justice, Outreach & Service
These questions explore your congregation's engagement with the surrounding community.
Openness to Change & Innovation
These questions assess your congregation's adaptability and willingness to try new approaches.
Stewardship & Budget
These questions explore financial health and stewardship culture.
Organizational Dynamic
These questions assess leadership, communication, and organizational health.
Parish context (notes):
Property Conditions Survey
Building Conditions Survey
This survey documents the current condition of your church property including planning, features, and maintenance conditions. Please answer all questions as accurately as possible.
Survey Progress
Property Information
Section 1: Property Planning + Care
Scored Section (max 10)
Color key: Red = problematic/critical, Yellow = less than ideal, Green = good
Section 2: Property Features
Informational - No Scoring
Check each space that exists and rate its condition.
Section 3: Property Maintenance Conditions
Scored Section (max 29, higher = more issues)
Check each need and select the timing urgency.
Additional Notes
Properties
Property List
Property Map
Property Locations
Financial Data Entry
Assessments Overview
Vitality Survey
45-question assessment completed by vestry members.
Property Conditions
Document the physical condition of church buildings and grounds.
Financial Snapshot
Enter annual financial data including revenue, expenses, and reserves.
Calculate Scores
Calculate VVA scores and assign transformation archetype.