Section 1 Free Role Clarifier

Capture Your Church Context Once. Power Every Tool.

You carry your church's entire organizational context in your head. Every conversation requires mental translation. Every tool asks you to explain your situation from scratch.

Role Clarifier captures it once—your governance model, Senior Pastor dynamics, authority boundaries, pain points, and breaking points—so your intelligence tools can actually be intelligent.

Because re-explaining your situation every time is exhausting.

Start the Workbook How It Works
6 Sections Overview
1. Core Identity Free
Church size, governance, SP relationship basics
2. Authority Boundaries Essentials
3. Communication Rhythms Essentials
4. Decision Rights Essentials
5. Success Metrics Essentials
6. Working Agreement Essentials

Every Tool Gets Smarter When It Knows YOUR Context

Role Clarifier isn't just a workbook you complete once—it's the contextual intelligence layer that personalizes every feature on the platform.

Church-Specific Intelligence

When you complete Role Clarifier, every tool knows: Your SP is visionary and not detail-oriented. Your church is elder-led with a 6-person board. Your pain point is financial decisions made without your input. Generic advice becomes impossible—everything is specific to YOUR situation.

Powers Every Feature

Pulse Check references your governance structure. The Advisor knows your authority boundaries. Strategy Builder accounts for your decision rights. Crisis Navigator understands your board composition. Your context flows through every tool automatically.

Unlocks The Covenant

Complete all six sections to unlock The Covenant Generator—a professionally formatted working agreement covering vision alignment, communication expectations, decision authority, and conflict resolution. Share it with your Senior Pastor to formalize your partnership.

What Role Clarifier Captures

Six strategic sections designed to articulate your church context, role dynamics, and organizational patterns. Thoughtful prompts help you articulate things you may have never put into words.

1
Free
Core Identity

Church size, governance model, Senior Pastor name and leadership style, your tenure, direct reports, and core responsibilities.

Start here—no payment required
2
Authority Boundaries

What decisions require SP approval vs. your authority. Budget limits, hiring process, board protocols, and contested areas.

3
Communication Rhythms

1:1 frequency, SP's preferred communication method, board meeting role, staff meeting structure, and past breakdowns.

4
Decision Rights

Financial, personnel, operational, and strategic decision authority. Where the process works and where it breaks down.

5
Success Metrics

How your SP and board measure your success. How you measure yourself. Misalignments and unrealistic expectations.

6
Working Agreement

Sustainability boundaries, conflict resolution process, breaking points, current wins, and your vision for ideal partnership.

See Your Context in Action

Here's how Role Clarifier data appears when you're using The Advisor. Instead of generic advice, you get guidance that already understands your situation.

This same contextual intelligence flows through Pulse Check, Strategy Builder, Crisis Navigator, and Trends—every tool references your Role Clarifier automatically.

You

"Mark just announced a major building initiative to the congregation without telling me first."

The Advisor

Let me reference your Role Clarifier. Your Authority Boundaries section shows you lack clarity on "who decides major capital projects." Your Communication Rhythms note that "Mark sometimes makes announcements without XP preview." Your Working Agreement includes: "If financial decisions keep happening without my input, I won't stay."

This isn't a one-time communication failure—it's a pattern your Role Clarifier predicted. Your breaking point language is strong, which tells me this matters deeply to you.

Before we talk about how to address this with Mark, help me understand: Is this announcement a surprise because he forgot to tell you, or because he doesn't think he needs to tell you? That distinction matters for how you approach the conversation.

Your Role Clarifier Stays Private
This captures sensitive information—your pain points, breaking points, and SP dynamics. It never leaves your account. It's the foundation of YOUR intelligence, not shared data. Only you see what you've written.

What Happens Without Role Clarifier?

  • Generic advice everywhere — Tools can't personalize guidance without knowing your governance, SP style, or authority boundaries
  • Repeat yourself constantly — Every conversation starts from scratch because the system doesn't know your situation
  • Pattern recognition fails — Trends can't monitor trajectory toward your breaking points if you haven't defined them
  • Covenant stays locked — The working agreement generator requires all six sections complete

Complete All Six Sections. Unlock The Covenant.

The Covenant Generator transforms your Role Clarifier data into a professional, shareable working agreement you can present to your Senior Pastor.

This is the kind of document executive coaching clients work with consultants to develop. It formalizes everything you've articulated—vision alignment, decision authority, communication expectations, conflict resolution, and sustainability boundaries—into a partnership agreement.

The Covenant Includes
Vision Alignment
How you support SP's vision
Decision Authority
What you own vs. approve
Communication
Meeting rhythms & methods
Conflict Resolution
How to handle disagreements
Sustainability
Boundaries & self-care
Annual Review
When to revisit together
Requires Leadership+ plan and all 6 sections complete

What You Get by Plan

Feature Free Essentials Leadership+
Section 1: Core Identity
Sections 2-6 (Full Workbook) —
Context powers all tools Basic
The Covenant Generator — —

Start With Section 1 — It's Free

Capture your church's core identity and see how contextual intelligence transforms your experience. No payment required to begin.

Start the Workbook