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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:

  • Worship Attendance
  • STP Donation
  • Newcomer Forms (Digital Connect / Newcomer Connect)
  • Inquirers Attendance

 

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

 

Current List

 

Watch List

 

Disengaged Automation
Seeker Show a pattern of engagement in Foothills

Any 3 engagement activities within three months, including but not limited to: 

  • Engaged in worship 3+ times in 3 months,
  • Attended 3+ Inquirers sessions in 3 months,
  • Attended any group/event 3+ times in 3 months, 
  • started a pledge/recurring gift.

Criteria Applies to any non-child, seeker with a newcomer status and no seeker date.

Watch List: 

  • Would not re-qualify as a seeker 3 months after becoming one.  
  • not a Traveler after one quarter.

Inactivated/Set to Disengaged: No engagement after 2 consecutive quarters

 Yes

 Automation 

 

Current List

 

Watch List
Traveler Actively engaged and eligible for membership 

Meets all Seeker criteria plus eligibility for membership:

  • attended BaseCamp and the 3 Core Inquirers sessions (Governance and Stewardship; Partnering with Foothills as a Member; Small Group Connections and Belonging), or
  • completed any legacy version of BaseCamp pre-April 2024.

Watch List: 

  • Been a traveler for 6+ months
  • Drop off of engagement

Inactivated/Set to Disengaged: No engagement after 3 consecutive quarters

 Yes

 Automation

 

Current List

 

Disengaged Watch List

 

 
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:

  • Donated (STP, Unrestricted, MDF)
  • Registered for Event
  • Attended a Group
  • Attended an Event (checkins)
  • Attended Worship
 Profiles will be re-classified as Seekers, Newcomers, Travelers as appropriate manually Yes 

Automation List

 

Re-Engaging Workflow
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 That Week (List)
    • List passed around to staff team for context or information 
  • Assigning Unassigned Profiles a Status

Monthly

Every month we will host a meeting of key involved staff to check in on trends, membership status, and pathway to partnership progress. Before that meeting Engagement Coordinator will:

  1. QA Data including
    1. Review of profiles that were classified that month as disengaged (List) for any automation mistakes 
    2. Review profiles made Inactive in the previous month (List) for any automation mistakes
    3. Review of Newcomers who should be seekers (List) 
  2. Prepare a list of people primed for Ministry engagement 
    1. Including review of of re-engaged people (List)

Meeting Agenda

  1. Review past month data (high level trends, and insights)
  2. Create action steps for people on the Primed for Engagement List

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
  • Been in Re-Engaged status for more than a month

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.

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