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Using Group Manager for Care Ministries: A Case Study

Recently I was working with CrossWinds church in Dublin CA and came across a situation I had seen in the past but did not have a great solution to meet their needs.  Recent advances in F1's ability to send contacts to small group leaders has provided a solution that now easily meets a care ministry needs. 

 The Issue:

CrossWinds Church has care teams that are regionally based around the Dublin City area and provide services to people in need.  They bring meals to families that need them, they visit people in the hospital, and they provide services such as lawn mowing to single parents.  Each team is comprised of a leader and an area coordinator.  The leader is responsible for the group and recruiting new volunteers into their ministry.  The area coordinator is responsible for coordinating efforts of the team members to provide services and report the information back to the church staff. 

Prior to Fellowship One this was being done through a network of Excel spreadsheets, email notices, and phone calls which were all painstakingly tracked by the staff to keep an idea of what was going on across all of the teams.  The pastor responsible for care groups also tracked volunteer activity (who was providing the meals or visitation) to keep a list of top volunteers for the purpose of thanking them and promoting the ministry

 The F1 Solution:

The first need was to track who was involved in the teams.  Since the church was regionally tracking the teams I proposed that the Activity Groups be the regions of the area that the groups were divided into.  This would allow for expansion of the teams or possible sub division of some of the larger teams which could include up to 80 people.  The Team Leader then could be assigned at the Activity Group level and the area coordinators could be assigned over smaller groups. 

The second need was to be able to take requests for ministry from multiple sources such as web, phone, and information cards.  They would all be input into the contact management system in Fellowship One as contact items.  Each type of request would be tracked as a separate contact item.  (hospital visitation, meals ministry, service requests, etc) This would allow the church to run reports and determine the greatest need of the community at any given point and also perform trend analysis.  (I.E. how many meals did the church provide in 2007 compared to 2008?)

After contacts were entered into F1 from the various sources they all routed to an administrative assistant that would validate the request and determine the best team to handle the issue based on area and type of service the team provided.  The contact would then be transferred to the small group which triggers an email alert to the Area Coordinator. (See training video in eUniversity for how this occurs)

The Area Coordinator then assigns the task to one or multiple Care Team members who then provide services/meals/visitations to the requesting party.  Notes are entered on the contact through the Group Manager by the Area Coordinator for each instance of service. The Area Coordinator also posts "attendance" for the team members who are providing the services.  This allows the Church staff to track their top volunteers for the purposes previously mentioned.  Through the process the Area Coordinator is setting the proper disposition for the contact item which allows for tracking "success" vs "failures" which are difficult to determine without contact dispositions. 

The church staff runs regular reports tracking open, in progress, and closed contacts.  They track open and in progress contacts to verify that the area coordinators are properly documenting and following up with service requests.  They also track closed contacts for the same purpose as well as to see if any staff follow up is needed. 

This same scenario can easily be replicated at your church.  Levels of security for this type of ministry can also be adjusted to allow all team members to update the contact items.  Training of staff and volunteers is important to the success of this ministry

Matthew McMaster

Passionate for People Because Christ Is

Published Wednesday, July 16, 2008 12:34 AM by FTDeliverySvcs

Comments

 

ddoell said:

Hi Matt,

We would like to set this up at our church as well. Do you have a suggestion on how to also track or post attendance for the person who was receiving the care?

Debbie

July 16, 2008 12:49 AM
 

Matthew McMaster said:

Debbie,

The contact that is created is the primary way to track the individual receiving care.  It is more than attendance for them because you want to know what happened.  So the notes that are tracked with the contact are just as critical.

I also have a swim lane document that will show you the detailed process flow for the contacts through Fellowship One.  Please check this blog post again later this week I am hoping to have the document linked by then.

Regards,

Matthew McMaster

July 16, 2008 12:20 PM
 

ddoell said:

Great! Looking forward to viewing.

July 16, 2008 4:41 PM
 

Delivering Change said:

In this blog entry I will be sharing something the delivery team has been working on. (When we are not

August 11, 2008 11:54 AM
 

ddoell said:

Matt, You are the best!

-Debbie Doell

August 11, 2008 12:50 PM
 

Recent URLs tagged Dublin - Urlrecorder said:

November 3, 2008 12:46 AM
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