Asset planning — no accounting, tax, insurance, or valuation advice

Church / Small Office Asset Record Planner

Plan simple asset records for churches and small offices without accounting, tax, or valuation advice.

Asset records should help stewardship, not create blame. Start with what is known and build from there.

Organization type

Asset focus

Record goal

Any warning signs? (select all that apply)

Select an asset focus to generate your record plan.

Church / Small Office Asset Record Checklist

0/9

Started with one asset category — not attempting to record everything at once

Recorded item names and locations — did not enter passwords, account numbers, or full serials here

Assigned a responsible person or department for each asset category

Did not assign blame or publish private asset information

Did not move heavy equipment unsafely — contacted qualified help

Did not attempt electrical or media equipment repairs beyond safe awareness

Called 911 or qualified electrician for sparking/hot equipment or water near electronics

Followed church or office leadership policy for all asset decisions

Asset record planning only — not accounting, tax, insurance, or official compliance

This guide is designed to help volunteers prepare and troubleshoot basic issues. For permanent wiring, electrical loads, mounted equipment, rigging, livestream licensing, or safety-sensitive installations, consult qualified professionals.

Know When to Call a Pro

Hot/sparking equipment: call licensed electrician. Water near electronics: call licensed electrician. Suspected theft: report to leadership and appropriate authorities. Accounting or tax questions: contact a qualified accountant.

See full safety guide →