12 Common Checklists Used in Churches and Congregations
Churches and congregations, like any other organisation, require structure, planning, and due diligence to ensure operations run smoothly and safely.
Whether it's managing events, maintaining facilities, or safeguarding vulnerable individuals, checklists are a simple yet essential tool for staying organised and compliant.
Here are 12 of the most common checklists used in churches and congregations, covering both day-to-day responsibilities and strategic oversight.
Health and Safety Checklist
This checklist ensures the physical environment is safe for staff, volunteers, and visitors. It typically includes:
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Fire exits and alarms tested and unobstructed
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First aid kits stocked and accessible
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Electrical equipment PAT tested
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Trip hazards identified and addressed
Safeguarding Checklist
To protect children and vulnerable adults, churches must follow rigorous safeguarding practices. A safeguarding checklist might cover:
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DBS checks completed for relevant staff and volunteers
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Safeguarding policy reviewed and accessible
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Designated Safeguarding Lead contact details displayed
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Training completed and logged
Event Planning Checklist
Whether it's a service, fundraiser, or community event, planning is key. This checklist supports the logistics and communication around events:
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Venue booked and risk assessed
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Volunteers assigned to roles
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Guest speakers confirmed
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Promotion and communications planned
Cleaning and Hygiene Checklist
Especially post-pandemic, hygiene has remained a priority. Cleaning checklists typically include:
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Toilets and kitchen areas sanitised
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High-touch surfaces disinfected
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Cleaning supplies replenished
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Rota assigned to responsible persons
Building Maintenance Checklist
Regular maintenance avoids costly repairs and ensures longevity of church property:
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Roof and gutter inspections
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Boiler and heating system servicing
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Lighting and plumbing checks
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Security systems tested
Fire Safety Checklist
Fire safety is not only a moral duty but also a legal requirement. This checklist often covers:
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Fire extinguishers serviced and marked
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Emergency lighting operational
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Evacuation procedures reviewed
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Fire drill dates recorded
Volunteer Onboarding Checklist
To welcome and train new volunteers efficiently, this checklist may include:
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Role description provided
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Induction and tour of the premises
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Safeguarding and health & safety briefings
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Introduction to team and supervisor
Service Preparation Checklist
For weekly or special services, this checklist ensures everything is in place:
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Readings and sermon finalised
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Audio-visual equipment tested
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Music rehearsed and coordinated
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Welcome team briefed
Financial Compliance Checklist
Churches have obligations to demonstrate financial stewardship and transparency:
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Bank reconciliations completed
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Gift Aid claims submitted
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Annual accounts reviewed
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Treasurer’s report prepared for trustees
Trustee Governance Checklist
Trustees must fulfil various governance responsibilities. This checklist may include:
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Meetings scheduled and minuted
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Risk register reviewed
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Policy documents updated
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Charitable objectives monitored
Childcare Area Checklist
For congregations with crèches or children’s groups, safety and involvement are crucial:
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Toys cleaned and age-appropriate
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Supervision ratios maintained
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Sign-in/out procedures followed
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Allergy and medical needs recorded
Incident Reporting Checklist
To record and follow up on any accidents or concerns:
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Incident forms readily available
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Reports submitted to leadership or safeguarding team
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Actions taken documented
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Lessons learned reviewed and implemented
Conclusion
Checklists play a vital role in church administration and pastoral care. They support compliance with regulations, improve volunteer coordination, and create a safer, more welcoming environment for all. By integrating structured checklists into everyday operations, churches can uphold their duty of care while focusing on their spiritual and community mission.
For churches looking to digitise and streamline checklist management, modern software solutions can simplify tracking, reporting, and collaboration across teams and ministries.
Modern web applications have a lot of benefits when it comes to organising audits, inspections, assessments and checks in a clear and easy-to-understand way. Test our Falcony | Audit FREE for 30 days or Contact us for more information:
We are building the world's first operational involvement platform. Our mission is to make the process of finding, sharing, fixing and learning from issues and observations as easy as thinking about them and as rewarding as being remembered for them.
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More information at falcony.io.

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