Congregation Counseling Management Template

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Ensure your congregation receives the support they need by managing and prioritizing counseling appointments efficiently. This template provides a structured approach to setting up a scheduling system, prioritizing urgent needs, organizing counseling notes, and establishing follow-up procedures.

By implementing these steps, Pastor Leaders can offer vital counseling services while maintaining their well-being and avoiding burnout.

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Congregation Counseling Management for Priority Matrix

Congregation Counseling Management in Priority Matrix

Manage and prioritize counseling appointments for your congregation efficiently and effectively.

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Proposed Tasks

High Urgency, High Importance

  • Task 1: Set up an appointment scheduling system
    ☐ Research different scheduling systems ☐ Choose a system that fits the needs ☐ Set up the system
  • Task 2: Prioritize urgent counseling needs
    ☐ Identify members with urgent counseling needs ☐ Prioritize them in the scheduling system
  • Task 9: Set up a system for emergency counseling needs
    ☐ Develop a procedure for handling emergency counseling situations ☐ Communicate this procedure to the congregation

Low Urgency, High Importance

  • Task 3: Organize counseling notes
    ☐ Develop a system for organizing notes from each counseling session ☐ Implement the system
  • Task 4: Develop a follow-up procedure
    ☐ Create a standard procedure for follow-up with each counselee ☐ Implement the procedure
  • Task 8: Communicate the new system to the congregation
    ☐ Announce the new scheduling system to the congregation ☐ Explain how to use it

High Urgency, Low Importance

  • Task 10: Set boundaries for counseling
    ☐ Define boundaries for counseling sessions to avoid burnout ☐ Communicate these boundaries to the congregation
  • Task 5: Set counseling hours
    ☐ Determine standard hours for counseling sessions ☐ Communicate these hours to the congregation

Low Urgency, Low Importance

  • Task 6: Train assistant on scheduling system
    ☐ Train an assistant or volunteer to manage the scheduling system
  • Task 7: Regularly review and adjust the scheduling system
    ☐ Plan regular review sessions to evaluate and adjust the system as needed