Design Document for

Safeguarding Church Assets

By Pamela Jacobsen
Purpose of the Course

Stewardship in any church is fundamental to the success of that particular

church group. Many times, as volunteers, we find ourselves in situations
where handling money for different events is a necessity. As a money
counting ministry coordinator, it is an inherent responsibility to train the
parish members who have so thoughtfully volunteered their time and talents
to count money every Sunday. The training would consist of not only
training the money counters, but also those in different ministries who
handle cash or checks and turn this into the parish. Accountability with
regard to record keeping is imperative. Not all volunteers have a
bookkeeping or financial background so there is opportunity for training in
these areas.
1) Effective record keeping
2) Effective safeguarding of cash and checks
3) Fund raising receipts procedures
4) Internal controls
At the end of the training, all money counting team members will be able to
handle, process and document all money coming in to the church using
appropriate internal controls, provided software and church generated forms
with 100% accuracy

Audience Description

The target audience will be those ministry leaders and members of the
church who handle money for the parish at any time during the year and for
those who do weekly money counting. The volunteer members of these
different groups are men and women of varying ages and ethnicities, so it is
a fairly diverse group. Ages range from early 30s to those in their 70s. For
a few, English is a second language, Spanish being the first language.

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Using Church and Dioceses Guidelines demonstrate compliance of all

Major Course
Objectives (Terminal) money handling and safeguarding practices with zero discrepancies.
(Cognitive/Attitude)(Applying/Responding to Phenomena)
Using St. Anne deposit form, record all money being deposited into
appropriate fund categories in accordance with church guidelines with 100%
accuracy. (Cognitive)(Applying)
Using ACS People Suite software, enter parishioner weekly financial giving
contributions with 100% accuracy. (Cognitive)(Applying)

Course Enabling
Objectives

At end of the training, learner will be able to:

Identify all internal controls associated with money handling and
safeguarding practices.
Identify fund categories for each type of transaction
Accurately complete St Anne deposit form
Accurately enter all information into ACS People Suite software

RLO Enabling
Objective

Identify all internal controls associated with money handling and

safeguarding practices.

Learning Assessment
for Course

Scenario based assessment will be used to assess comprehension of material.

Learning Assessment
for RLO

Knowledge check and scenario based quiz will be administered to ensure

comprehension of the objectives

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Training would consist of a one to two hour course of instruction which will
Instructional Delivery
consist of computer based training and face to face training using computer
method for Course
aided instruction and worksheets.
(overall)

Instructional Strategy Instructional Strategy for RLO will include frequent knowledge checks in
the form of quizzes after each main point is presented.
for RLO
Media

Media used will include:

1) Text
2) Graphics
3) Audio

508 Accommodations

Color and text shall be in compliance with 508 standards. Alt text will be
available for images.

Course Structure
Description

Course will consist of three modules.

1) Overall internal controls and safeguarding practices
2) Recording information and processing information on St Anne
deposit form
3) Entering information into ACS People Suite

Seat Time of Course

0 days/2 hours

Seat Time of RLO

12 minutes

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RLO Outline

1. Internal Controls for handling money:

a.

Physical protection of assets

b. Adequate records
c. Competent personnel
d. Assignment of responsibility
e. Division of work
f.

Rotation of personnel

g. Internal audit
2. Collection Receipts Procedures
a. At least two unrelated parish members will count the money
after mass
b. The cash and checks will be separated. Loose cash will be
separated from cash placed in envelopes.
c. All checks must be stamped for deposit only using
provided bank stamp.
d. As amounts received in envelopes are counted, the amount
is recorded on the envelope.
e. Cash and checks will be counted and placed in lockable
bank bags, locked and placed in the safe.
3. Fund Raising Receipts Procedures
a. During fund raising events, the parish must appoint two
individuals to control and frequently collect all cash
receipts.

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b. Similar to collections, all cash must be taken to a safe

location to be counted and placed in secure packaging and
dropped into the drop safe.
4

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RLO Flowchart

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Screens/Pages in RLO 13 -15 Screens

Knowledge Checks or
Other Assessments or
Practices for RLO

___1_Dichotomous (T/F, Y/N, etc.)

__2__Multiple Choice
____Multiple Select
____Drag and Drop
____Custom describe; if appropriate, supply flowchart in an Appendix
and reference it here.
____Other describe

Rollovers/click events

__6__Rollovers
__1__Click Events

RLO Navigation

Next Button and Hyperlinks will be used.

Screen Layouts for

RLO

See Storyboard

Development Tools
for RLO

Primary authoring tool is Udutu. Audio files will be created using

Audacity.

Ownership

Pamela Jacobsen (money counting coordinator) will develop the initial

course and will maintain the course. The course is being developed for St
Anne Parish, Pleasant Prairie, WI

Development Time of
entire course and
RLO

Development time for RLO will take approximately 16 hours.

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Support requirements Supporting document used is the Archdiocese of Milwaukee Parish

Financial Manual. SMEs include Parish Bookkeeper and money counting
for RLO and course
committee members.
Project
Sign-off [optional]

Please sign below indicating agreement with the proposed course plan and
approving start-up of the storyboard and development phases.

Instructional Designer

Date

Project Manager/Sponsor

Date

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