Tracking meta data for YSA ward (CRM type tool)
Posted: Tue Jul 09, 2013 3:41 pm
I was recently called to a bishopric in a YSA ward. There is a lot of info we are trying to manage.
1) We have a lot of work to do just getting our records to be accurate. Ward Missionaries, Elders Quorum, and Relief Society all going out in mass to try and just find out who on the records are still living at the address identified. As they return and report we have bits and pieces of information that come back as we try to meet the requirements to do the due diligence before we send their record to records unknown. We need a place to enter this so we are not always working from hard copy.
2) We have new members that come in who need callings, interviews and home teachers. We have a form they fill out that helps us know talents that may be helpful to know as we fill callings (e.g. music, sports, etc.).
3) Our fellowship committee has set up a great program to track the integration progress of new move ins. They track if they have come to FHE, Ward Prayer, Munch and Mingle, etc. This is also tracked on hard copy, and is tough to aggregate with other statistics that are important to the bishop.
Any suggestions on a CRM type tool you are using to keep track of all this information and keep it in a central location to help the bishop get a true feel for the total health of his flock?
Sorry if this isn't the right board, if it isn't point me to the correct one.
1) We have a lot of work to do just getting our records to be accurate. Ward Missionaries, Elders Quorum, and Relief Society all going out in mass to try and just find out who on the records are still living at the address identified. As they return and report we have bits and pieces of information that come back as we try to meet the requirements to do the due diligence before we send their record to records unknown. We need a place to enter this so we are not always working from hard copy.
2) We have new members that come in who need callings, interviews and home teachers. We have a form they fill out that helps us know talents that may be helpful to know as we fill callings (e.g. music, sports, etc.).
3) Our fellowship committee has set up a great program to track the integration progress of new move ins. They track if they have come to FHE, Ward Prayer, Munch and Mingle, etc. This is also tracked on hard copy, and is tough to aggregate with other statistics that are important to the bishop.
Any suggestions on a CRM type tool you are using to keep track of all this information and keep it in a central location to help the bishop get a true feel for the total health of his flock?
Sorry if this isn't the right board, if it isn't point me to the correct one.