This morning I ran through every stewardship firms website that I know of. I do that a couple of times a month. I want to know what my fellow competitors are up to, what they are saying, what they are promising. Some websites are incredibly put together and rival the best on the web. Others are more simple and reserved. All of them not only tell you what they do but they promise they are the best. Some even claim that surveys rank them number one. If you believe that was an independent survey then I have swamp land in Florida to sell you. All the sites, including ours, try to convince you to give us a look when you need a stewardship partner.
With so many options it can get confusing. How do you cut through all the hype and over blown promises to find the partner that is right for you? Here are some things for you to consider in your search.
1. Look for experience. There is no substitute for experience. When looking for a partner you want to know what kind of experience in stewardship they have. Have they worked with churches similar to yours in size and make up? Have they had experience with your size of project and need?
As you consider the firms experience you need to know that you are hiring a consultant not the firm. A firm can have years of experience but the consultant they send you might be fresh out of stewardship school. Check each consultants experience and go with a seasoned professional.
2. Check their references. Talk to others that have used the consultant. Sure, the consultant will give you his best references. Even at that you can learn valuable information about how they interacted with the church, it’s staff and leaders. Ask probing questions and even ask the reference who else you might talk to. You are going to pay thousands of dollars so make sure are getting your money’s worth. One last thing, make sure the references you check are current references.
Another great way to check out your consultant is through their writing. What does their blog tell you about them and their views? What can you learn by following them on their Social sites such as Twitter? One advantage I have over every consultant I know is the volume of materials I have written. If you want to know about me all you have to do is read my blog and other materials.
3. Take a pulse of their chemistry. I believe you will know in the first thirty minutes if you want to work with someone or not. If after thirty minutes you are unsure if I can help you there is probably little I can do to convince you otherwise. Sometimes you just know. Go with your gut. Do you connect with the person? Do you find yourself writing down things they say? As they talk are you engaged with what they are saying or are you looking at the clock? Do you find yourself drawn to their personality and their presence?
As brilliant as they might be, if you cannot connect with them it is doubtful they will be able to help you. If you are having trouble connecting with them you can be sure anyone else in your church will struggle to connect with them as well. It might seem strange to say but if you don’t like your consultant you will not have a good experience.
4. Find out if they have time for you. A consultant can be the greatest in the world but if he has too many clients then he might not have enough time for you. No consultant, no matter how good they are can work more than six to eight campaigns in a calendar year. Ask how many campaigns they work in a calendar year. If the answer seems high to you then it might be that you will have trouble getting their best or even reaching them by telephone. You want a consultant that has time for you and one that you can reach immediately when you need them.
5. Gage their creativity. It is not 1980. If the campaign the consultant unveils to you does not match the times your church is in it will be a disconnect with your church. The sad reality of my industry is that so many firms simply roll out the old 1980 campaign manual and approach. It is easy for them but potentially dangerous for you. You need a campaign that is distinctive for your church not something that worked years ago.
Let’s face it, it is not 1980 any longer. Just since the last recession the stewardship field has changed dramatically. Old approaches don’t work any longer. You need someone who understands the times we live in and how that impacts your campaign. You need creative thinking.
When you are looking for a campaign partner don’t base your decision on who has the best website or materials. Don’t fall prey to bobbles and trinkets, glitz and glam. It isn’t how big a company is or even how long they have been in business. Remember you are hiring the individual consultant as your partner. You are spending thousands of dollars make sure you get the right partner for you.
Mark Brooks
Founder and President
The Charis Group




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