Membership Status
Membership Types and Definitions
Each congregant in PCO is assigned a membership type based on their level of engagement and interaction with our church. The membership types are automatically updated by PCO, with staff also having the ability to make manual adjustments when necessary.
Membership Types Table
| Membership Type | Definition | Criteria | Remove Criteria | Automatic | PCO Link |
|---|---|---|---|---|---|
| Newcomer |
Individuals new to the congregation, showing initial engagement. |
Any of the following:
Criteria applied to Unassigned/ non-Children w/out a Newcomer Date. |
Watch List: Not advancing to Seeker status within one quarter.
Inactivated/Set to Disengaged: 3 months without activity. |
Newcomers are assigned automatically and if their is no activity in key areas within 3 straight months, they are marked as disengaged. |
Newcomer Assignment Automation
|
| Seeker | Show a pattern of engagement in Foothills |
Any 3 engagement activities within three months, including but not limited to:
Criteria Applies to any non-child, seeker with a newcomer status and no seeker date. |
Watch List:
Inactivated/Set to Disengaged: No engagement after 2 consecutive quarters |
Yes |
Watch List |
| Traveler | Actively engaged and eligible for membership |
Meets all Seeker criteria plus eligibility for membership:
|
Watch List:
Inactivated/Set to Disengaged: No engagement after 3 consecutive quarters |
Yes |
|
| Member | Officially signed members & active in church life | Completed all Traveler requirements, signed the membership book, completed membership form, and established a giving plan. . | No | ||
| Disengaged | Individual who based on the above criteria are not actively engaged at Foothills | Disengaged profiles with no activity one year since their disengaged dated will be made inactive. | TBD | Current List (excludes potential re-engagement) Disengaged with no active in a year list with automation |
|
| Re-Engaging | Individuals previously marked disengaged but who take a re-engaging action |
Disengaged by:
|
Profiles will be re-classified as Seekers, Newcomers, Travelers as appropriate manually | Yes |
|
| Member of Another Community | Engaged with Foothills but not part of our community | Manual designation | No activity after one year and not part of a group. | List |
Periodic Reviews
Weekly
- Profiles Newly Classified Re-Engaging
Monthly
- Review of profiles that were classified that month as disengaged
Quarterly
Every quarter, the team will meet to assess movement along the engagement and partnership spectrums, examine watch list criteria, and discuss strategies for improvement. This will also involve deploying the Radical Welcome team for Newcomers and Seekers, and the Partnership Team for Travelers and Members. This will include a review of:
- Watch Lists for Newcomer, Seeker, Traveler
- Disengaged Members
- Recent Member Cohort Engagement Status
Metrics Tracking
Weekly tracking of numbers within these categories will be conducted and entered into Church Metrics for review and analysis.
Procedure for Incorrect Designations
- Reporting Issues: Any discrepancies or incorrect designations should be reported to the designated staff member for assessment and correction.
- Immediate Corrections: If an automation error occurs or an incorrect manual designation is identified, adjustments should be made as soon as possible to correct the record.