RELIGIOUS ORGANIZATION PARISHIONER SUPPORT CHECKLIST

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--- INITIAL CONTACT & TRIAGE ---
[ ] Contact Method (Phone, Email, In-Person, Online Form)
[ ] Contact Date
[ ] Contact Time
[ ] Urgency Level (High, Medium, Low)
[ ] Brief Description of Issue
[ ] Parishioner ID (if known)
[ ] Issue Category (Initial Assessment) (Spiritual Guidance, Financial Assistance, Administrative Inquiry, Technical Support, Other)

--- INFORMATION GATHERING ---
[ ] Parishioner's Full Name
[ ] Contact Phone Number
[ ] Email Address
[ ] Brief Description of the Request/Issue
[ ] Category of Request/Issue (Spiritual Guidance, Financial Assistance, Community Outreach, Administrative Support, Other)
[ ] Date of Request

--- RESOURCE IDENTIFICATION ---
[ ] Relevant Ministry/Department (Pastoral Care, Education, Finance, Outreach, Facilities)
[ ] Staff Role (if applicable) (Priest/Pastor, Deacon, Ministry Leader, Volunteer)
[ ] Relevant Expertise Needed (Counseling, Financial Advice, Legal Guidance, Technical Support)
[ ] Contact Method Preference (Phone, Email, In-Person)
[ ] Notes on Resource Needs

--- ACTION IMPLEMENTATION ---
[ ] Select Support Method (Phone Call, Email, In-Person Meeting, Video Conferencing)
[ ] Detailed Action Plan
[ ] Action Completion Date
[ ] Estimated Time to Complete (in hours)
[ ] Select Relevant Departments (Pastoral Care, Finance, Facilities, Education)
[ ] Responsible Party Signature

--- FOLLOW-UP & RESOLUTION ---
[ ] Follow-Up Date Scheduled
[ ] Follow-Up Time Scheduled
[ ] Issue Resolution Status (Resolved, Partially Resolved, Unresolved)
[ ] Resolution Details
[ ] Parishioner Feedback
[ ] Satisfaction Level (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Follow-Up Time Spent (minutes)

--- DOCUMENTATION & RECORD KEEPING ---
[ ] Summary of Interaction
[ ] Date of Interaction
[ ] Time of Interaction
[ ] Issue Category (Spiritual Guidance, Financial Assistance, Administrative Support, Other)
[ ] Reference/Ticket Number (if applicable)
[ ] Name of Staff Member Involved
[ ] Notes/Additional Details

--- ESCALATION PROCEDURES ---
[ ] Escalation Level
[ ] Reason for Escalation (Technical Issue, Policy Discrepancy, Communication Breakdown, Unresolved Issue)
[ ] Detailed Description of Issue Requiring Escalation
[ ] Escalated To: (Supervisor, Department Head, Senior Management)
[ ] Date of Escalation
[ ] Time of Escalation

--- PRIVACY & CONFIDENTIALITY ---
[ ] Parishioner Name (for reference)
[ ] Brief Summary of Issue (for internal use only)
[ ] Sensitivity Level of Information (Low, Medium, High, Critical)
[ ] Information Shared (select all that apply) (Contact Information, Financial Details, Medical Information, Family Circumstances, Other (specify in long text))
[ ] Specify 'Other' Information (if selected)
[ ] Date Information Accessed
[ ] Time Information Accessed
[ ] Staff Signature (acknowledging confidentiality)

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