Address Financial Challenges with "3 Rs" and "4 Ws"

Responding to financial challenges can feel overwhelming, but consider breaking the problem down using the 3-R approach. The first step is to Reflect upon what has occurred. What is the actual data telling you about what happened? The second step is to Review reasons or circumstances and consider any changes that are necessary for the future. The third step is to Refine any policies and procedures to mitigate the likelihood that the problem will occur again.

When reporting a challenging situation [to church leaders or the congregation], keep the narrative simple, straightforward, and offer answers to the relevant “W” questions:

  • What happened?
  • Who is/was involved?
  • When did it take place?
  • Why did it happen?

—, adapted

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