Swim Lane Documents: Contact Management 201

re: Swim Lane Documents: Contact Management 201

Snichols — Tue, 12 Aug 2008 17:38:31 GMT

The "swim lanes" model is very easy to understand and is a great method of conveying the hand-off points. Looks good!

(I am VERY much looking forward to seeing these best practice process flows!

Steve

re: Swim Lane Documents: Contact Management 201

ddoell — Mon, 18 Aug 2008 23:40:37 GMT

If only the contact notes were confidential and not available for all to see!

re: Swim Lane Documents: Contact Management 201

wsteed — Mon, 08 Sep 2008 13:42:04 GMT

I think Will Steed is a great name! :)

re: Swim Lane Documents: Contact Management 201

Matthew McMaster — Fri, 12 Sep 2008 19:33:20 GMT

ddoell,

That is a concern that I have also with this type of contact. I have asked for the same confidential notes area available to the small group leaders that is available in the portal. One thing that could help is if you make the ministry the notes are tied to more confidential (i.e. less people have access to that ministry) then by default it becomes more confidential.

Regards,

Matthew McMaster

P.S. Really... Steed? That is such a made up name.

re: Swim Lane Documents: Contact Management 201

sGilliam — Wed, 17 Dec 2008 18:42:41 GMT

These documents are a great help for the Data Integrity Team establishing policies and procedures. It also helps the Champion Team in training the volunteers. Please distribute more if you can.

re: Swim Lane Documents: Contact Management 201

cyndi.roberts — Fri, 09 Jan 2009 19:26:24 GMT

These types are of documents are EXTREMELY helpful to those of us starting up with F1. Do you have any others? Would you be willing to provide the Word Doc version that you used so that we can use your template to modify and customize for our church? My email is cyndi.roberts@montrosechurch.org

Thanks,

Cyndi Roberts

Montrose Church