Planning Center Health Check

Whether you've been using Planning Center for six months or six years, most churches only utilize a fraction of what the platform can do. The Planning Center Health Check evaluates your database health, staff adoption, workflows, reporting, and module usage to identify opportunities for greater efficiency and ministry impact.

Discover how effectively your church is using Planning Center and receive a customized roadmap for improvement.

What You Get

We'll evaluate:

✅ Data Quality & Database Health

✅ User Adoption & Staff Engagement

✅ Workflows & Ministry Processes

✅ People, Services, Groups, Registrations, Giving & Check-Ins

✅ Reporting & Leadership Insights

✅ Automation Opportunities

Deliverables

After the assessment, you'll receive:

Health Scorecard

Receive a clear picture of your current system health across key categories:

  • Data Quality

  • User Adoption

  • Workflow Maturity

  • Module Utilization

  • Reporting Effectiveness

Module-by-Module Evaluation

A detailed review of every Planning Center product your church uses.

You'll know:

  • What's working well

  • What needs attention

  • Where opportunities exist

Strengths & Opportunities Report

Understand what's working well and where improvements can create the biggest impact.

90-Day Action Plan

Not every issue needs to be addressed immediately.

You'll receive a prioritized list of:

  • Quick Wins (30 Days): Simple improvements with immediate impact.

  • Strategic Improvements (90 Days): Projects that improve efficiency and ministry effectiveness.

  • Long-Term Opportunities: Recommendations that support future growth.

Review Meeting

A live consultation to discuss findings and recommendations.

Who This Is For

Churches That Recently Migrated to Planning Center

Ensure your implementation is healthy and sustainable.

Churches That Have Been Using Planning Center for Years

Identify underutilized features and optimization opportunities.

Growing Churches

Build systems that scale with your ministry.

Executive Pastors & Operations Leaders

Gain confidence that your systems support ministry goals.

Investment

Planning Center Health Check

$399

Includes:

✓ Full Planning Center Assessment

✓ Health Scorecard

✓ Detailed Findings Report

✓ 90-Day Action Plan

✓ One-Hour Strategy Session

Ready to See How Healthy Your Planning Center Account Really Is?

Whether you're fresh off a migration or have years of history in Planning Center, a Health Check can help uncover opportunities to improve processes, strengthen engagement, and maximize your investment.

Schedule Your Planning Center Health Check Today