Portfolio Dashboard
Property Portfolio Assessment Guide
Counts of assessed parishes across four categories. Scores range from 0 to 100.
Asset ≥ 70 · Moderate 40–69 · Challenge < 40
- Property Conditions
- Evaluates the extent of property maintenance and improvement needs. An asset score reflects a well-maintained property with proactive deferred maintenance planning. A challenge score prompts industry-expert evaluation of major building systems.
- Financial Capacity
- Considers attendance trends relative to plate offerings, pledges, reserves, endowments, and outstanding debt. A challenge score prompts a budget and property audit to identify strategic opportunities for long-term financial sustainability.
- Congregational Spirit
- Reflects the internal spiritual life of the parish: clarity of mission, spiritual formation, justice engagement, openness to change, stewardship, and organizational transparency. A challenge score prompts a review with the designated Ministry Companion.
- Community Connectedness
- Reflects external engagement with the broader community, assessing whether local context shapes parish programming and congregational involvement. A challenge score prompts guidance for strengthening local community relationships.
- Property Adaptability
- Screens each property for its potential to support alternative or shared uses. Combines five weighted factors — site and land, zoning flexibility, building flexibility, site accessibility, and regulatory constraints — into a 0–100 score, classified as High (≥ 70), Moderate (40–69), or Low (< 40). A low score doesn’t mean a property is without value — it signals where more planning or investment will be needed before alternative uses become feasible.
- High ≥ 70 · Moderate 40–69 · Low < 40
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
Survey Progress
Property Information
Section 1: Property Planning + Care
Section 2: Property Features
Check each space that exists and rate its condition.
Section 3: Property Maintenance Conditions
Recent Repairs & Known Needs
For each item checked, select when the repair was done.
For each need checked, select the urgency timing.
Additional Notes
Properties
Property List
Property Map
Diocese-owned
Parish Property
Property Locations
Congregation Size
Assessment Scores
Property Adaptability
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.