Below you will find several resources for congregational management.

The Bishop’s office, in conjunction with the Advisory Committee on Compensation and Resources (ACCR) has replaced the annual Treasurer’s workshop that the Finance Office had offered for years with a series of Zoom webinars.

For each webinar we ask a presenter or panel to discuss various topics. The webinars are recorded, so if you can’t attend the live event the videos are linked below to view at your own leisure.

Find upcoming webinars

Recorded webinars

Active Shooter Preparedness and Response

October 19, 2022

Resources from the webinar

Managing Performance- Coaching, Corrective Action and Terminations

October 4, 2022

Resources from the webinar

Presentation slides

Basic Employment Law

September 21, 2022

Slide presentation from Basic Employment Law

Breaking Through the Pledge Plateau

August 16, 2022

Slide presentation from Breaking Through the Pledge Plateau

Making the Case - Designing for Impact

August 2, 2022

Slide presentation from Making the Case - Designing for Impact

Check out other webinars from The Episcopal Network for Stewardship (TENS)

2021 Parochial Report

February 10, 2022

Funds of the Diocese

November 18, 2021

Getting the Most from your Health Benefits

October 12, 2021

Health Benefits webinar resources

Shelby Giving

October 1, 2021

Deepening Our Stewardship Formation

September 15, 2021

Energy Efficiency Grant Program

June 25, 2021

Internet Security

Audit Procedures

Slides from presentation of Audit Procedures webinar

Online Giving

March 10, 2021

Annual Reporting Form

February 19, 2021

Parochial Report webinar

Q&A from January 14, 2021 webinar on Parochial Reports

2021 Benefits Preview

October 2, 2020

Business Practices

The Manual of Business Methods in Church Affairs is a comprehensive, user-friendly manual which supports the increasingly complex work of all treasurers and parish administrators. Includes forms, such as the Parochial Report Form, with instructions. Links to English and Spanish versions below.

Vendor Payments

In order to properly process payments made to vendors and individuals, the diocese needs each individual to complete a W-9 form and submit it along with the payment/voucher request. The finance office will need the form completed and signed prior to any future payments being made. You can download a W-9 form from the IRS website or at the link below.


Manual of Business Methods in Church Affairs

Manual de MÃtodos de Negocios en los Asuntos de la Iglesia

W-9 form

Conflict of Interest Statement

2022 Federal Reporting Requirements

Clergy Housing Allowance resolution

Sample Monthly Treasurer's Report

Human Resources

New Hire Checklist (pdf)

New Hire Checklist (Word doc)

Template for Employee Handbook/Resource Guide (pdf)

Template for Employee Handbook/Resource Guide (Word doc)

Licensed Lay Preachers

Licensed Lay Preachers are licensed to preach in any congregation in the diocese and provide a rich opportunity for you to hear additional voices from the pulpit. Lay Preachers have completed comprehensive training in sermon preparation, delivery, and biblical interpretation.

If you would like to invite a Licensed Lay Preacher to your congregation, contact them directly from the list below.

Congregations are expected to reimburse mileage expenses according to IRS guidelines. As you are able, an honorarium of $50 is welcomed by Lay Preachers.

Licensed Lay Worship Leaders

A Worship Leader is someone who leads Sunday Morning Prayer in the absence of a priest.  Requirements for a Lay Worship Leader license include successful completion of Worship Leader training, Safe Church training, and Anti-Racism training, as well as a recommendation from the clergy in charge of the parish or (if the parish has no resident clergy) the senior warden.  Application for the license should be made by the resident clergy or senior warden after other requirements have been completed.

Learn more

Sermons That Work

For more than 20 years, Sermons That Work, a ministry of the Episcopal Church’s Office of Communication, has provided free sermons, Bible studies, bulletin inserts, and other resources that speak to congregations across the Church. Our writers and readers come from numerous and varied backgrounds, and the resources we provide are used in small house churches, sprawling cathedrals, and everything between.


List of Licensed Lay Preachers

Supply Clergy List

Learn more about Emergency Preparedness here


Template for Emergency Preparedness

Template for Emergency Preparedness (Word)

Emergency Response Guide poster

Active Shooter handout

Increasing the visibility of the Episcopal Church in our communities

Four vendor tents are available for use by any of our congregations to increase the visibility of the Episcopal Church in our communities.

unknown.pngThe 10 x 10 tents reside in the four areas of the diocese, Columbus, Cincinnati, Dayton and the East. They are branded with The Episcopal Church in Southern Ohio and the message, God loves you [no exceptions]. The back walls of the tents were intentionally left blank so that congregations can hang their own banners, signs, etc. We hope that congregations will think of new and creative ways to raise their visibility in their community at local festivals, concerts, farmers markets, etc.

Hosts/coordinators for the four area tents
  • Cincinnati: Redeemer, Hyde Park (contact the Rev. Phil DeVaul or the Rev. Melanie Slane) 513.321.6700
  • Columbus: St. Peter’s, Delaware (contact Dawn Hinkle) 740.369.3175
  • Dayton: St. Mark’s, Dayton (contact Katherine Wagner)  937.256.1082
  • East: St. Paul’s, Chillicothe (contact the Rev. Michael Ralph) 740.772.4105

Please contact the host congregations directly to coordinate usage of the tent. Usage will be awarded on a first-come, first-served basis. Any further questions can be directed to Julie Murray in the Communications office at 800.852.1712.

Facilities Management Resources

Partners for Sacred Places ( is the only nonsectarian, nonprofit organization dedicated to sound stewardship and active community use of older sacred places across America.

Transitioning Older and Historic Sacred Places: Community-Minded Approaches for Congregations and Judicatories: A Partners for Sacred Places resource that presents community-minded options and alternatives that can help you retain the civic value of sacred places even if they change use or ownership. Digital and print versions are available at


The Rt. Rev. George Wayne Smith serves as Provisional Bishop in Southern Ohio. He is assisted by the Rt. Rev. Kenneth L. Price, Jr., the Rt. Rev. Bavi Edna “Nedi” Rivera, and the Rt. Rev. Wendell N. Gibbs, Jr.

Standing Committee

The Standing Committee is the bishop’s council of advice and the ecclesiastical authority in the absence of the bishops. It also shares responsibility for the ordination process, and is consulted for consent for the election and consecration of new bishops in the church.


The annual Diocesan Convention has the authority to pass resolutions, adopt a budget, approve canonical or constitutional changes and elect new leaders.

Diocesan Council

Diocesan Council is the convention-between-convention, meaning they make decisions about the budget, oversee implementation of resolutions and help govern the diocese between the annual meetings.

Constitution and Canons

The Canons and Constitution of the Episcopal Church and the Diocese of Southern Ohio serve as guidelines for ministry, conduct and work. On the national level, only General Convention, comprised of lay and clergy deputies and bishops, may change the canons or Constitution. At the local level, the Diocesan convention with its lay and clergy delegates must approve any changes. The Rules of Order guide the structure of convention.

The Constitution and Canons of the Episcopal Church in the Diocese of Southern Ohio

(updated in 2020)

The Constitution and Canons of the Episcopal Church

Rules of Order

Parishes that have cemeteries, columbaria or memorial gardens must fill out a Cemetery Renewal Application with the State of Ohio ( annually by the September 30 deadline. Failure to do so can result in a violation handled by local prosecutors.

Ohio Revised Code (ORC 1721.21 (A) (2) states: “Cemetery” means any one or a combination of more than one of the following:
A burial ground for earth interments.
A mausoleum for crypt entombments.
A columbarium for the deposit of cremated remains.
A scattering ground for the spreading of cremated remains.

All parishes that have any one of these needs to be in touch with the State of Ohio Department of Real Estate and Professional Licensing to register their cemetery.

If a parish has a columbarium inside or outside of the church, they need to register it as a cemetery with the State of Ohio. If the parish moves any of those remains, that is considered a disinterment and they need a court order. If a parish has a memorial garden, it also needs to be registered with the State of Ohio. If the parish digs up any of those remains and moves them to a new section, they also need a disinterment order.

Finally, if a parish sells niche spaces or charges to put remains in a memorial garden, they also must submit a list of persons authorized to sell interment rights. (

According to Ohio law, since 1993, no person, church, religious society, established fraternal organization, or political subdivision of the state shall own, operate, or maintain a cemetery unless the cemetery is registered with the Ohio Department of Commerce, Division of Real Estate and Professional Licensing. Cemetery registration does not apply to or affect a family cemetery or a cemetery in which no interments have occurred during the previous 25 years.

Learn more at

Mutual Ministry Review Resources
  • MMR facilitators: Marty Lentz and the Rev. John Johanssen

Appreciative inquiry

Appreciative Inquiry is a process for facilitating positive change in human systems, e.g., organizations, groups, and communities. Every human system has something that works right–things that give it life when it is vital, effective, and successful. AI begins by identifying this positive core and connecting to it in ways that heighten energy, sharpen vision, and inspire action for change.

Living Compass Tools

Outfitting individuals, families, congregations, and organizations with tools and training for the journey toward wellness and wholeness.

Renewal Works

The RenewalWorks process helps churches (and the individuals in them) refocus on spiritual growth and identify ways that God is calling them to grow.

CAT: Congregational Assessment Tool

Conversation Tools
  • Respectful Conversation Kaleidoscope Institute
    • Guidelines for Respectful Conversation from Eric Law
      • R = take RESPONSIBILITY for what you say and feel without blaming others.
        E = use EMPATHETIC listening.
        S = be SENSITIVE to differences in communication styles.
        P = PONDER what you hear and feel before you speak.
        E = EXAMINE your own assumptions and perceptions.
        C = keep CONFIDENTIALITY.
        T = TRUST ambiguity because we are not here to debate who is right or wrong.
  • Art of Hosting Conversations that Matter:
    • A collection of methodologies for facilitating conversation in groups of all sizes, supported by principles that maximize collective intelligence, integrate and utilize diversity and transform conflict.
  • Fierce Conversations:

Local community assessment

Holy Currencies Healthy Congregations

  • Holy Currencies is a holistic model for stewardship and congregational vitality, moving beyond time, talent, and treasure to create missional and sustainable ministries. This model with its processes, enables church leaders to understand, develop, and utilize five other kinds of currencies besides money that are essential for creating sustainable and missional ministries.

Rule of life

Hallmarks of healthy congregation

Prayer requests

Diocesan Cycle of Prayer

Anglican Cycle of Prayer

Forward Day by Day

Online Book of Common Prayer

The Lectionary Page

One of the facts of life in our modern digital world is there will be people trying to get money or goods fraudulently through phishing scams. The news is filled with stories of church parishioners being targeted to donate gift cards to someone they believe is their pastor. This is called “spear phishing,” and is especially difficult because the perpetrator has the name of the sender or the recipient of the email and uses this to gain trust.

There is no way to stop these scams from occurring. But by being vigilant, the risks can be minimized or averted.  Here are some steps to take.

    1. Check the return email address.  If the address doesn’t match the name of the sender, be wary.
    2. Never open attachments from unknown sources, especially those with .exe extensions.
    3. Be wary of generically addressed emails like Dear Friend or Dear Customer.
    4. If there are links in the email, hover over them without clicking on them. This will show where the link will actually take you.
    5. Grammatical or spelling errors in the text of the email.
    6. Check the address at the bottom of the email. If it says “Pastor Jim” and Jim never goes by “Pastor”, it’s fake.

Finally, if after all these steps it looks safe and the sender is asking for money or access to secure data, call the person directly to get verification.

Your best defense for this is to simply delete the email, do not click on any links or reply to the sender.

Adapted from information from the Episcopal Diocese of Olympia

Resources for preventing cyber crime