Faith-Based Partner Engagement Tracking Form

Logs congregation contacts, partnership commitments, in-kind support, and joint events with faith-based organizations. Used by community engagement managers to document and track faith-based partner relationships, resource contributions, and collaborative activities.

Engagement Record Basics

• Date of Engagement
  Date the contact, meeting, or event took place.
• Logged By (Staff Name)
• Staff Role / Title
• Type of Engagement
  Select the primary category that best describes this engagement.
• If 'Other', describe the engagement type
• Primary Contact Method Used

Faith-Based Organization Details

• Organization / Congregation Name
• Faith Tradition / Denomination
  Select the closest match. This field supports demographic reporting and is optional.
• Organization Street Address
• Estimated Congregation / Membership Size
  Approximate active membership. Used for capacity planning only.
• Primary Contact Name
  Name of the individual authorized to speak on behalf of the organization.
• Contact's Title / Role
• Contact Email Address
  PII — used only for partnership coordination. Stored per organizational data retention policy.
• Contact Phone Number
  PII — used only for follow-up coordination.
• Secondary Contact Name (Optional)

Partnership Commitments

• Current Partnership Status
• Areas of Partnership Commitment
  Select all that apply to commitments discussed or confirmed in this engagement.
• Commitment Details
  Be specific and observable. Example: 'Pastor agreed to announce food drive from pulpit on 3 consecutive Sundays starting Nov 3.'
• Has an MOU or Formal Agreement Been Signed?
• MOU / Agreement Date
  Date the agreement was signed or is expected to be signed.
• Upload MOU or Agreement Document
  Upload a signed copy if available.

In-Kind and Volunteer Contributions

• Was an In-Kind or Volunteer Contribution Made or Committed?
• Type(s) of Contribution
  Select all contribution types applicable to this engagement.
• Number of Volunteer Hours Contributed or Committed
  Enter total hours. For recurring commitments, enter per-event hours and note frequency in the description below.
• Estimated Fair Market Value of In-Kind Contribution (USD)
  Provide a good-faith estimate based on fair market value. Required for grant match documentation. Do not leave blank if contribution has monetary value.
• Contribution Description
• Upload Supporting Documentation
  Receipts, donation letters, volunteer sign-in sheets, or photos. Supports grant match audit trail.

Joint Events and Collaborative Programs

• Does This Engagement Involve a Joint Event or Program?
• Event or Program Name
• Event Date or Planned Date
• Event Status
• Event Location
• Estimated or Actual Attendees
• Event Description and Partner Roles
• Upload Event Photos or Flyers (Optional)
  Photos should not include identifiable individuals without consent. Flyers and promotional materials are encouraged.

Follow-Up Actions and Relationship Status

• Is a Follow-Up Action Required?
• Follow-Up Action(s) Required
• Follow-Up Due Date
• Follow-Up Assigned To
• Overall Relationship Strength Rating
  Rate the current strength and engagement level of this partnership (1 = very weak / new, 5 = strong / deeply engaged).
• Additional Notes or Context
  Do not record personal financial information, health data, or immigration status of congregation members.
• Data Handling Acknowledgment
  By checking this box, I confirm that contact information recorded in this form has been collected with the knowledge of the individuals named, is limited to what is necessary for partnership coordination, and will be stored in accordance with our organization's data retention and privacy policy.