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Religious Organization Parishioner Support Checklist

Ensure compassionate and efficient assistance to your congregation. This checklist streamlines parishioner support requests, from pastoral care to technical assistance, fostering a stronger, more connected faith community.

This Template was installed 3 times.

Initial Contact & Triage

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Steps to handle the initial contact and determine the level of support needed.

Contact Method

Contact Date

Contact Time

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Urgency Level

Brief Description of Issue

Parishioner ID (if known)

Issue Category (Initial Assessment)

Information Gathering

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Collect necessary details about the parishioner's request or issue.

Parishioner's Full Name

Contact Phone Number

Email Address

Brief Description of the Request/Issue

Category of Request/Issue

Date of Request

Resource Identification

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Identify appropriate resources or individuals to assist the parishioner.

Relevant Ministry/Department

Staff Role (if applicable)

Relevant Expertise Needed

Contact Method Preference

Notes on Resource Needs

Action Implementation

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Outline steps to address the specific request or issue.

Select Support Method

Detailed Action Plan

Action Completion Date

Estimated Time to Complete (in hours)

Select Relevant Departments

Responsible Party Signature

Follow-Up & Resolution

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Actions to ensure the issue is resolved and the parishioner is satisfied.

Follow-Up Date Scheduled

Follow-Up Time Scheduled

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Issue Resolution Status

Resolution Details

Parishioner Feedback

Satisfaction Level

Follow-Up Time Spent (minutes)

Documentation & Record Keeping

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Ensuring accurate records are kept of interactions and actions taken.

Summary of Interaction

Date of Interaction

Time of Interaction

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Issue Category

Reference/Ticket Number (if applicable)

Name of Staff Member Involved

Notes/Additional Details

Escalation Procedures

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Outline steps for escalating issues requiring further assistance.

Escalation Level

Reason for Escalation

Detailed Description of Issue Requiring Escalation

Escalated To:

Date of Escalation

Time of Escalation

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Privacy & Confidentiality

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Reminders and procedures for maintaining parishioner privacy.

Parishioner Name (for reference)

Brief Summary of Issue (for internal use only)

Sensitivity Level of Information

Information Shared (select all that apply)

Specify 'Other' Information (if selected)

Date Information Accessed

Time Information Accessed

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Staff Signature (acknowledging confidentiality)

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