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Documentation · Ministries and placement

Who knows them

For anyone ready or growing toward a role, see who knows them best, such as their group leader, the person walking with them or their serving team lead, and ask that person what they see, by email or a Planning Center card.

For: LeaderPastorAdminOwner

When someone is on a role's Ready or Growing list, the next move is usually not to ask them. It is to ask someone who knows them: "How do you see Maya lately?"

Finding them

On a role page, choose Who knows them? beside a person. GiftWell lists the people closest to them, each with how:

  • Leads their group, from Planning Center Groups.
  • Walks with them, from Walking with.
  • Serves with them, on the same Services team, and already holds a role.
  • Placed them, when someone on your team placed them on a ministry.

Addresses are never shown on the page, and AI agents never get them.

Asking

Choose Ask them beside one, and GiftWell drafts a short note:

I'd love to hear how you see Maya lately: how they are with people, and where you see them growing. Just reply to this email; it comes straight to me.

Change it however you like, then Send by email or Open a Planning Center card:

  • By email. It goes from GiftWell in your church's name, and their reply comes straight to your email.
  • As a Planning Center card. Large: when the role names a Planning Center workflow, GiftWell opens a card there for the person who knows them, with your note.

The note names the person, never the role. A group leader asked about Maya does not learn that you are thinking of her for eldership.

Then

When you have heard back, say what you now know on the role page, such as I can say character. When everything is met, they move to Ready. Telling them is yours to do, when you are ready.

The demo church never sends anything. An ask there is written down and goes nowhere.

Try it on your own church

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This page as Markdown, for notes or an AI assistant.