๐ Worksheet 10.4: Complete Your Safeguarding and Privacy Plan
Worksheet 10.4: Complete Your Safeguarding and Privacy Plan
Purpose
This worksheet will help you create a practical safeguarding and privacy plan for your present or proposed Christian Soul Centre.
Your plan should address:
Safeguarding leadership
Privacy leadership
Children and young people
Adults at risk
Volunteer screening
Codes of conduct
In-person ministry
Online communication
Christian Growth Course forums
Confidentiality and its limits
Reporting procedures
Emergency response
Documentation
Data protection
Complaints
Allegations against leaders
Professional referrals
Insurance
Training
Annual review
This worksheet provides a ministry-planning framework. It does not replace country-specific legal, safeguarding, privacy, insurance, or professional advice.
Where an answer has not been verified, write:
Not yet confirmed
Do not guess about legal duties, mandatory reporting, background checks, privacy requirements, or emergency procedures.
Part One: Soul Centre Information
Soul Centre name:
Soul Centre leader:
Country:
City, municipality, or region:
Primary language:
Additional ministry languages:
Primary ministry setting:
โ Private home
โ Church building
โ Rented facility
โ Community centre
โ Coaching office
โ Care facility
โ School or university
โ Prison or reentry setting
โ Workplace
โ Online
โ Hybrid
โ Mobile or community-based ministry
โ Other: _________________________________________________
Soul Centre type:
โ Christian fellowship
โ Church or house church
โ Christian Growth Course ministry
โ Christian life-coaching ministry
โ Chaplaincy ministry
โ Officiant ministry
โ Prayer and hospitality ministry
โ Recovery or reentry ministry
โ Ministry to migrants
โ Caregiver-support ministry
โ Childrenโs or family ministry
โ MinistryBiz Soul Centre
โ Other: _________________________________________________
Briefly describe the people your Soul Centre serves:
Part Two: Identify Who May Be Vulnerable
Safeguarding applies to everyone, but some participants may face increased risk because of age, dependency, disability, crisis, isolation, or another circumstance.
Check all groups your Soul Centre currently serves or may serve.
โ Children
โ Teenagers
โ Older adults
โ Adults with physical disabilities
โ Adults with learning disabilities
โ Adults experiencing cognitive decline
โ People dependent upon caregivers
โ People experiencing mental distress
โ People recovering from addiction
โ People experiencing domestic abuse
โ People grieving
โ Migrants or refugees
โ People with limited local-language ability
โ People experiencing homelessness
โ Returning citizens
โ People in financial crisis
โ People experiencing family conflict
โ People receiving institutional care
โ People socially isolated
โ Other: _________________________________________________
Vulnerability Review
For each group, identify possible safeguarding concerns.
| Group served | Possible vulnerability or risk | Safeguard needed |
|---|---|---|
Part Three: Safeguarding Leadership
A. Designated Safeguarding Lead
Name:
Role:
Telephone:
Email:
Date appointed:
Training completed:
The safeguarding lead is responsible for helping the Soul Centre:
โ Receive concerns
โ Assess immediate safety
โ Follow reporting procedures
โ Maintain restricted records
โ Consult appropriate authorities
โ Coordinate safeguarding training
โ Review volunteer suitability
โ Manage allegations
โ Maintain referral contacts
โ Review policies annually
โ Communicate with insurers where necessary
โ Other: _________________________________________________
B. Deputy or Backup Safeguarding Contact
Name:
Role:
Telephone:
Email:
C. Independent Reporting Contact
Who receives a concern when the allegation involves the primary Soul Centre leader or safeguarding lead?
Name or organisation:
Role:
Contact information:
D. Safeguarding Oversight
Who provides governance or accountability for safeguarding?
โ Soul Centre leadership team
โ Church board
โ Charity trustees
โ National CLA organisation
โ Partner ministry
โ Independent adviser
โ Other: _________________________________________________
Names or roles:
E. Leadership Suitability Review
Does the safeguarding lead demonstrate:
| Quality | Yes | Needs development | Not assessed |
|---|---|---|---|
| Christian maturity | โ | โ | โ |
| Emotional steadiness | โ | โ | โ |
| Respect for confidentiality | โ | โ | โ |
| Ability to act under pressure | โ | โ | โ |
| Accurate documentation | โ | โ | โ |
| Awareness of ministry boundaries | โ | โ | โ |
| Willingness to consult professionals | โ | โ | โ |
| Freedom from serious conflicts of interest | โ | โ | โ |
| Knowledge of local procedures | โ | โ | โ |
| Willingness to protect people before reputation | โ | โ | โ |
Part Four: Privacy Leadership
A. Privacy Lead
Name:
Role:
Telephone:
Email:
The privacy lead is responsible for helping the Soul Centre:
โ Identify what personal information is collected
โ Explain why information is collected
โ Restrict access
โ Review technology providers
โ Maintain privacy notices
โ Establish retention periods
โ Respond to participant requests
โ Prepare for data breaches
โ Train volunteers
โ Review international data transfers
โ Coordinate with safeguarding leadership
โ Other: _________________________________________________
B. Data-Protection Authority or Advisory Contact
Applicable national authority:
Website or contact information:
Local adviser or professional contact:
C. Relationship Between Safeguarding and Privacy
Who decides when private information must be shared for safeguarding reasons?
Who should be consulted?
How will unnecessary disclosure be avoided?
Part Five: Safeguarding Policy Review
A. Written Policy Status
โ We have an approved safeguarding policy.
โ A policy is being drafted.
โ We use a partner organisationโs policy.
โ We do not yet have a policy.
โ Our current policy requires revision.
Policy approval date:
Next review date:
Approved by:
B. Policy Coverage
Does the policy address:
| Policy area | Yes | No | Needs revision |
|---|---|---|---|
| Children | โ | โ | โ |
| Adults at risk | โ | โ | โ |
| Definitions of abuse | โ | โ | โ |
| Spiritual abuse | โ | โ | โ |
| Domestic abuse | โ | โ | โ |
| Online ministry | โ | โ | โ |
| Volunteer conduct | โ | โ | โ |
| Reporting concerns | โ | โ | โ |
| Emergency response | โ | โ | โ |
| Confidentiality limits | โ | โ | โ |
| Documentation | โ | โ | โ |
| Allegations against leaders | โ | โ | โ |
| Suspension from ministry duties | โ | โ | โ |
| Complaints | โ | โ | โ |
| Whistleblowing | โ | โ | โ |
| Referral | โ | โ | โ |
| Data protection | โ | โ | โ |
| Country-specific requirements | โ | โ | โ |
C. Policy Access
Where can participants and volunteers find the policy?
โ Website
โ Moodle course
โ Printed handbook
โ Volunteer orientation materials
โ Church or ministry office
โ Available upon request
โ Other: _________________________________________________
Part Six: Ministry Risk Assessment
Complete one row for each ministry activity.
| Ministry activity | Who may be vulnerable? | What harm could occur? | Existing safeguard | Additional action needed | Person responsible |
|---|---|---|---|---|---|
| Prayer gathering | |||||
| Christian Growth Course | |||||
| Coaching | |||||
| Chaplaincy | |||||
| Childrenโs activity | |||||
| Home visit | |||||
| Transport | |||||
| Online meeting | |||||
| Public event | |||||
| Other: __________ |
Priority Risks
Identify the three highest safeguarding risks.
Risk One
Risk:
Who may be affected:
Action required:
Risk Two
Risk:
Who may be affected:
Action required:
Risk Three
Risk:
Who may be affected:
Action required:
Part Seven: Volunteer and Worker Standards
A. Roles Requiring Screening
Check each role requiring some form of screening, approval, or supervision.
โ Soul Centre leader
โ Safeguarding lead
โ Privacy lead
โ Childrenโs leader
โ Youth leader
โ Christian Growth Course facilitator
โ Forum moderator
โ Soul Coach
โ Christian life coach
โ Chaplain
โ Home visitor
โ Driver
โ Prayer-team member
โ Financial administrator
โ Technology administrator
โ Photographer or media volunteer
โ Other: _________________________________________________
B. Safer Recruitment Process
Does the Soul Centre use:
| Recruitment step | Yes | No | Not required | Needs development |
|---|---|---|---|---|
| Written role description | โ | โ | โ | โ |
| Application form | โ | โ | โ | โ |
| Personal interview | โ | โ | โ | โ |
| Identity verification | โ | โ | โ | โ |
| References | โ | โ | โ | โ |
| Ministry-history review | โ | โ | โ | โ |
| Background check where lawful | โ | โ | โ | โ |
| Safeguarding training | โ | โ | โ | โ |
| Code-of-conduct agreement | โ | โ | โ | โ |
| Probationary period | โ | โ | โ | โ |
| Supervision | โ | โ | โ | โ |
| Annual role review | โ | โ | โ | โ |
C. Background Checks
Are checks available or required in your country or setting?
โ Yes
โ No
โ Only for certain roles
โ Not yet confirmed
Authority or system used:
Roles requiring checks:
How often must checks be renewed?
Who reviews the results?
How are results stored securely?
D. Volunteer Code of Conduct
Does the code address:
โ Respectful communication
โ Physical contact
โ Sexual boundaries
โ Spiritual authority
โ Prayer and prophecy
โ Private meetings
โ Transport
โ Home visits
โ Online communication
โ Photographs and recordings
โ Gifts
โ Money
โ Conflicts of interest
โ Harassment
โ Bullying
โ Confidentiality
โ Reporting concerns
โ Substance use
โ Romantic relationships
โ Other: _________________________________________________
Part Eight: Spiritual Authority and Abuse Prevention
A. Prohibited Practices
Confirm that leaders and volunteers may not:
โ Claim that disagreement with them is rebellion against God
โ Pressure participants to reveal private information
โ Use prophecy to control personal decisions
โ Threaten spiritual punishment for leaving the ministry
โ Demand unquestioning loyalty
โ Isolate participants from family, church, or professional care
โ Pressure vulnerable people to donate money
โ Use confession to create dependency
โ Present themselves as the only person who can hear God for someone
โ Use prayer as a substitute for emergency or professional care
โ Begin romantic or sexual relationships that misuse ministry power
โ Retaliate against someone who reports a concern
B. Healthy Spiritual Leadership Statement
Complete this statement:
Leaders in our Soul Centre may teach, pray, coach, encourage, and offer biblical guidance, but they must not
________________________________________________________.
C. Accountability
Who can challenge a leaderโs conduct?
How can a participant raise a concern without contacting that leader directly?
Part Nine: Children and Young People
Complete this section when children or teenagers participate in any Soul Centre activity.
A. Participation
โ Children regularly participate.
โ Teenagers regularly participate.
โ Children attend only with parents or guardians.
โ Children may participate online.
โ No children presently participate.
โ Future childrenโs ministry is planned.
B. Child-Safeguarding Practices
| Practice | In place | Needed | Not applicable |
|---|---|---|---|
| Parent or guardian consent | โ | โ | โ |
| Attendance registration | โ | โ | โ |
| Emergency contact information | โ | โ | โ |
| Safe arrival and collection | โ | โ | โ |
| Approved adult-to-child ratios | โ | โ | โ |
| Two-adult practices | โ | โ | โ |
| Visible meeting locations | โ | โ | โ |
| Toileting or personal-care guidance | โ | โ | โ |
| Medical information limited to safety needs | โ | โ | โ |
| Behaviour-management standards | โ | โ | โ |
| Photography consent | โ | โ | โ |
| Transport procedures | โ | โ | โ |
| Online communication rules | โ | โ | โ |
| Disclosure-response procedure | โ | โ | โ |
| Local reporting contacts | โ | โ | โ |
C. Communication with Children
Approved communication channels:
Who must be included in messages?
Are disappearing-message applications permitted?
โ Yes
โ No
โ Only under the following conditions: _______________________
May volunteers use personal social-media accounts to contact children?
โ Yes
โ No
โ Only under the following conditions: _______________________
D. Responding to a Childโs Disclosure
Complete the response sequence.
I will remain calm and ____________________________________.
I will not promise ________________________________________.
I will not ask ____________________________________________.
I will record _____________________________________________.
I will contact ____________________________________________.
If immediate danger exists, I will ___________________________.
Part Ten: Adults at Risk
A. Possible Risk Factors
Check those relevant to your ministry.
โ Physical illness
โ Mental distress
โ Cognitive impairment
โ Learning disability
โ Frailty
โ Addiction
โ Isolation
โ Language barrier
โ Immigration insecurity
โ Financial dependency
โ Domestic abuse
โ Caregiver dependency
โ Homelessness
โ Recent incarceration
โ Institutional living
โ Grief or crisis
โ Other: _________________________________________________
B. Adult Safeguarding Principles
Our Soul Centre will:
โ Respect the adultโs wishes where possible
โ Consider the adultโs capacity and consent
โ Take immediate danger seriously
โ Consider risk to other people
โ Identify applicable reporting duties
โ Use the least intrusive responsible response
โ Consult qualified services
โ Avoid treating every vulnerable adult as a child
โ Avoid using personal autonomy as an excuse to ignore serious danger
C. Local Adult-Safeguarding Contact
Agency or authority:
Telephone:
Emergency contact:
Referral process:
Part Eleven: In-Person Ministry Practices
A. One-to-One Meetings
Approved locations:
โ Visible office
โ Room with a window
โ Open public space
โ Church facility
โ Online platform
โ Home only under approved conditions
โ Other: _________________________________________________
Practices required:
โ Another leader knows the meeting is occurring
โ Start and end times are recorded
โ Doors remain open where appropriate
โ Parents or caregivers are informed when relevant
โ The meeting does not occur in a sleeping area
โ Transport arrangements are separate
โ Physical contact remains appropriate
โ Professional and ministry boundaries are explained
B. Home Visits
Who may conduct home visits?
When are two workers required?
How are visits recorded?
What is the procedure when a worker feels unsafe?
C. Transport
Who may transport participants?
What approvals or checks are required?
May one adult transport one child alone?
โ Yes
โ No
โ Only under these conditions: ______________________________
How are emergencies handled?
Part Twelve: Online and Digital Safeguarding
A. Approved Platforms
List each approved platform.
| Platform | Purpose | Administrator | Participants served | Privacy reviewed? |
|---|---|---|---|---|
| โ | ||||
| โ | ||||
| โ |
B. Online Communication Standards
Our Soul Centre will:
โ Use official ministry accounts
โ Avoid secret messaging with children
โ Include parents or second leaders where appropriate
โ Establish communication hours
โ Avoid sexual or overly intimate communication
โ Retain appropriate records
โ Explain emergency limitations
โ Identify the participantโs country or location when needed for safety
โ Avoid recording sessions by default
โ Obtain permission before recording
โ Remove access when a volunteer leaves
โ Use multi-factor authentication
C. Online Crisis Response
What should a leader do when an online participant reports immediate danger?
Confirm the participantโs location:
Determine whether emergency help is needed:
Contact the following service or authority:
Notify the safeguarding lead:
Record the action securely:
Part Thirteen: Christian Growth Course Forum Rules
A. Forum Visibility
Which statement accurately describes your course forums?
โ Publicly visible on the internet
โ Visible to all enrolled participants
โ Visible to a small group
โ Visible only to facilitators
โ Different forums have different settings
โ Not yet confirmed
B. Required Forum Notice
Complete or adopt a notice such as:
This forum is visible to ___________________________________.
It is not a private pastoral, coaching, medical, legal, or therapeutic setting.
Do not post identifying information about ___________________
________________________________________________________.You may respond in general terms and are not required to disclose a painful personal experience to complete the activity.
C. Information That Must Not Be Required Publicly
Confirm that public or shared forums will not require participants to disclose:
โ Mental-health diagnoses
โ Medical conditions
โ Medication
โ Sexual history
โ Sexual orientation
โ Abuse
โ Addiction history
โ Criminal history
โ Active legal disputes
โ Financial hardship
โ Family conflict
โ Information about children
โ Names of alleged offenders
โ Private pastoral conversations
D. Moderator Response to Oversharing
Place these actions in your ministryโs approved order:
โ Restrict unnecessary visibility
โ Preserve necessary safeguarding evidence
โ Contact the participant privately
โ Notify the safeguarding or privacy lead
โ Assess immediate danger
โ Remove unsafe medical or legal advice
โ Document the incident
โ Review whether the prompt contributed
โ Revise the activity where necessary
E. Screenshot and Sharing Rule
Write your rule concerning screenshots, copying, and external sharing:
Part Fourteen: Confidentiality and Its Limits
A. Confidentiality Statement
Complete a statement that leaders can use:
I will treat what you share with care and respect. However, if
________________________________________________________,
I may need to involve appropriate help or make a required report.
B. Situations That May Limit Confidentiality
โ Suspected child abuse or neglect
โ Risk to an adult at risk
โ Credible threat of serious harm
โ Suicide or serious self-harm risk
โ Medical emergency
โ Domestic violence
โ Legal reporting duty
โ Safeguarding concern involving a volunteer
โ Institutional requirement
โ Other: _________________________________________________
C. Minimum Necessary Disclosure
When information must be shared:
Who receives it?
What information is necessary?
Who should not receive it?
How will the participant be informed where appropriate?
Part Fifteen: Reporting Procedures
A. Country-Specific Reporting Questions
| Question | Confirmed answer | Source or authority |
|---|---|---|
| Who must report suspected child abuse? | ||
| What concerns must be reported? | ||
| Which authority receives reports? | ||
| Are there reporting deadlines? | ||
| What duties apply to adults at risk? | ||
| Are clergy confidentiality rules recognised? | ||
| Do institutions impose additional duties? | ||
| What records must be retained? |
B. Immediate Danger
In an emergency, contact:
Police:
Medical emergency service:
Child-protection service:
Adult-safeguarding service:
Domestic-abuse service:
Suicide or crisis service:
C. Internal Reporting Sequence
When a concern arises:
Address immediate safety by:
Contact the safeguarding lead at:
Record the concern using:
Contact the appropriate external authority when:
Inform the participant or caregiver when:
Notify insurers or partners when:
Part Sixteen: Safeguarding Documentation
A. Approved Record Contents
A safeguarding record should include:
โ Date and time
โ Name of the person reporting
โ The personโs own words where possible
โ What was observed
โ Immediate safety concerns
โ Action taken
โ People contacted
โ Advice received
โ Follow-up responsibilities
โ Review date
B. Information to Avoid
Records should avoid:
โ Amateur diagnosis
โ Insults
โ Gossip
โ Speculation stated as fact
โ Unnecessary sexual details
โ Theological judgement presented as clinical fact
โ Assumptions about motive
โ Information unrelated to the concern
C. Secure Storage
Where are safeguarding records stored?
Who may access them?
How is access controlled?
Are safeguarding records separated from general coaching or course records?
โ Yes
โ No
โ Needs development
D. Retention
Who determines retention periods?
Which legal, safeguarding, insurance, or organisational guidance applies?
Part Seventeen: Privacy and Data Practices
A. Data Inventory
List the personal information your Soul Centre collects.
| Information collected | Why needed? | Who can access it? | Where stored? | Retention period |
|---|---|---|---|---|
| Names | ||||
| Email addresses | ||||
| Telephone numbers | ||||
| Course records | ||||
| Forum posts | ||||
| Coaching notes | ||||
| Prayer requests | ||||
| Photographs | ||||
| Safeguarding records | ||||
| Other: __________ |
B. Data Minimisation
Identify information currently collected that may not be necessary:
What will be removed from forms or systems?
C. Sensitive Information
Does the Soul Centre process information concerning:
โ Religious beliefs
โ Health
โ Mental health
โ Sex life
โ Sexual orientation
โ Racial or ethnic origin
โ Political opinions
โ Criminal history
โ Children
โ Abuse
โ Addiction
โ Other: _________________________________________________
What additional protections are required?
D. Access Control
| Role | Information needed | Information not needed |
|---|---|---|
| Soul Centre leader | ||
| Course facilitator | ||
| Forum moderator | ||
| Coach or chaplain | ||
| Technical administrator | ||
| Safeguarding lead | ||
| Privacy lead |
E. Security Practices
โ Unique passwords
โ Password manager
โ Multi-factor authentication
โ Secure devices
โ Screen locking
โ Software updates
โ Restricted downloads
โ Encrypted storage where appropriate
โ Secure backups
โ Removal of former volunteersโ access
โ Phishing awareness
โ Secure deletion
โ No shared administrator accounts
โ Other: _________________________________________________
Part Eighteen: Privacy Notices and Participant Information
A. Privacy Notice Status
โ A complete privacy notice exists.
โ A brief course notice exists.
โ The notice is being revised.
โ No notice currently exists.
B. Participant Information
Does the notice explain:
| Information | Yes | No | Needs revision |
|---|---|---|---|
| Who collects the data | โ | โ | โ |
| Why it is collected | โ | โ | โ |
| What information is collected | โ | โ | โ |
| Who receives it | โ | โ | โ |
| How long it is kept | โ | โ | โ |
| Forum visibility | โ | โ | โ |
| Confidentiality limits | โ | โ | โ |
| International transfers | โ | โ | โ |
| Participant rights | โ | โ | โ |
| How to complain | โ | โ | โ |
| How to contact the privacy lead | โ | โ | โ |
C. Brief Course Privacy Notice
Draft a short notice:
We collect
for the purpose of
________________________________________________________.Shared forum posts can be read by
________________________________________________________.Do not include
________________________________________________________.For privacy questions, contact
________________________________________________________.
Part Nineteen: Photographs, Stories, and Testimonials
A. Media Practices
Before using a photograph, testimony, quotation, or video, the Soul Centre will:
โ Explain where it will appear
โ Explain whether it will support fundraising
โ Obtain appropriate permission
โ Consider whether other people are identified
โ Avoid publishing safeguarding information
โ Avoid using vulnerability to increase donations
โ Allow time for reflection
โ Record the permission
โ Review whether permission can be withdrawn
โ Obtain parental or guardian permission where required
B. Media Consent
Who approves media use?
Where is consent recorded?
How can a participant withdraw permission where applicable?
C. Prohibited Media Use
Our Soul Centre will not:
Part Twenty: Data-Breach Response
A. Possible Breaches
Check incidents your plan should address.
โ Email sent to the wrong person
โ Stolen device
โ Lost paper records
โ Public link to private files
โ Compromised administrator account
โ Forum posts exposed publicly
โ Volunteer sharing participant information
โ Ransomware
โ Video recording shared without permission
โ Participant list downloaded improperly
โ Accidental deletion
โ Other: _________________________________________________
B. Breach Response Team
Primary contact:
Technical contact:
Safeguarding contact:
Legal or privacy adviser:
C. Response Process
When a breach occurs, the Soul Centre will:
Restrict further exposure by:
Preserve necessary evidence by:
Assess the affected information and people by:
Contact providers or advisers by:
Determine notification duties by consulting:
Inform affected participants when:
Document lessons and improvements by:
Part Twenty-One: Complaints and Whistleblowing
A. Complaint Channels
A participant may raise a concern through:
โ Email
โ Online form
โ Telephone
โ Written letter
โ Safeguarding lead
โ Independent church or board contact
โ National CLA organisation
โ Anonymous reporting process
โ Other: _________________________________________________
B. Complaint Contact
Name or role:
Email:
Telephone:
C. Complaint Process
Does the process explain:
โ How to submit a complaint
โ Who receives it
โ How conflicts of interest are handled
โ Whether anonymous concerns are accepted
โ How records are protected
โ How retaliation is prohibited
โ When external authorities are contacted
โ What outcomes may follow
โ How the complainant receives a response
โ Whether review or appeal is available
D. Non-Retaliation Statement
Draft your statement:
No participant, volunteer, worker, or leader will be punished merely for
________________________________________________________.
Part Twenty-Two: Allegations Against a Leader or Volunteer
A. Protective Actions
Depending upon the concern, the Soul Centre may:
โ Restrict contact with participants
โ Remove access to records
โ Suspend ministry duties
โ Notify a partner organisation
โ Notify an insurer
โ Contact authorities
โ Preserve evidence
โ Arrange independent review
โ Offer support to affected people
โ Communicate carefully with the ministry community
B. Suspension Principle
Complete the statement:
Temporary suspension is not automatically a declaration of guilt. It may be necessary to
________________________________________________________.
C. Conflict-of-Interest Plan
Who manages an allegation involving:
The Soul Centre leader:
The safeguarding lead:
A board or trustee member:
A family member of a leader:
A major donor:
Part Twenty-Three: Emergency and Crisis Resources
Complete the contacts appropriate to your country and ministry setting.
| Need | Organisation or professional | Telephone | Website or email |
|---|---|---|---|
| Police emergency | |||
| Medical emergency | |||
| Suicide crisis | |||
| Child protection | |||
| Adult safeguarding | |||
| Domestic abuse | |||
| Sexual assault | |||
| Addiction treatment | |||
| Mental-health care | |||
| Homelessness | |||
| Migrant support | |||
| Legal assistance |
Where will this list be available?
โ Safeguarding handbook
โ Website
โ Course platform
โ Coaching materials
โ Chaplaincy materials
โ Volunteer orientation
โ Printed emergency card
โ Other: _________________________________________________
Part Twenty-Four: Professional Referral Network
A. Referral Partners
| Referral need | Professional or organisation | Qualifications verified? | Contact process |
|---|---|---|---|
| Medical care | โ | ||
| Mental-health care | โ | ||
| Addiction treatment | โ | ||
| Domestic-abuse support | โ | ||
| Child protection | โ | ||
| Legal advice | โ | ||
| Financial advice | โ | ||
| Marriage or family therapy | โ | ||
| Grief support | โ | ||
| Housing support | โ | ||
| Other: __________ | โ |
B. Referral Boundaries
A Soul Centre referral does not mean:
โ The Soul Centre guarantees the professionalโs services
โ The Soul Centre controls the participantโs decision
โ The leader becomes responsible for professional treatment
โ Spiritual support must end
โ Private information can be shared without an appropriate basis
C. Continuing Spiritual Care
After a referral, the Soul Centre may continue to provide:
The Soul Centre will not provide:
Part Twenty-Five: Partnership Safeguarding
List every church, charity, institution, or organisation with which the Soul Centre partners.
| Partner | Activity | Whose safeguarding policy applies? | Who screens volunteers? | Who reports concerns? |
|---|---|---|---|---|
Written agreements should clarify:
โ Safeguarding responsibility
โ Volunteer screening
โ Reporting
โ Record storage
โ Information sharing
โ Communication with families
โ Insurance
โ Complaints
โ Ending the partnership
โ Other: _________________________________________________
Part Twenty-Six: Insurance Review
A. Ministry Activities to Disclose
โ Childrenโs ministry
โ Work with adults at risk
โ Christian coaching
โ Chaplaincy
โ Home visits
โ Transport
โ Public gatherings
โ Rented premises
โ Owned premises
โ Online ministry
โ Residential events
โ Food service
โ Paid workers
โ Volunteers
โ International ministry
โ Other: _________________________________________________
B. Possible Coverage
โ Public liability
โ Ministry or professional liability
โ Trustee or director liability
โ Employer-related coverage
โ Volunteer coverage
โ Property coverage
โ Event coverage
โ Transport coverage
โ Cyber or data coverage
โ Safeguarding-related coverage
โ Other: _________________________________________________
C. Insurance Details
Provider:
Policyholder:
Policy number:
Renewal date:
Activities covered:
Important exclusions:
Questions requiring confirmation:
Part Twenty-Seven: Training Plan
A. Required Training
| Role | Training required | Provider | Renewal frequency |
|---|---|---|---|
| Soul Centre leader | |||
| Safeguarding lead | |||
| Privacy lead | |||
| Childrenโs worker | |||
| Coach or chaplain | |||
| Forum moderator | |||
| Technology administrator | |||
| General volunteer |
B. Training Topics
โ Recognising abuse
โ Receiving disclosures
โ Reporting procedures
โ Confidentiality
โ Documentation
โ Digital communication
โ Childrenโs safeguarding
โ Adults at risk
โ Domestic abuse
โ Spiritual abuse
โ Suicide and self-harm response
โ Professional referral
โ Volunteer code of conduct
โ Data protection
โ Complaint handling
โ Other: _________________________________________________
C. Training Records
Where are training records stored?
Who monitors renewal dates?
Part Twenty-Eight: Safeguarding and Privacy Culture
Rate your Soul Centre honestly.
| Statement | Strong | Developing | Weak | Not assessed |
|---|---|---|---|---|
| Leaders welcome accountability | โ | โ | โ | โ |
| Volunteers know how to report concerns | โ | โ | โ | โ |
| Participants understand boundaries | โ | โ | โ | โ |
| Complaints receive a response | โ | โ | โ | โ |
| Powerful people are not exempt | โ | โ | โ | โ |
| Records are protected | โ | โ | โ | โ |
| Training is taken seriously | โ | โ | โ | โ |
| Referrals are made without shame | โ | โ | โ | โ |
| Mistakes are corrected | โ | โ | โ | โ |
| Protection takes priority over reputation | โ | โ | โ | โ |
Cultural Strength
The strongest part of our safeguarding culture is:
Cultural Weakness
The area requiring the most improvement is:
Part Twenty-Nine: Public Safeguarding and Privacy Commitment
Draft a short public statement.
Our Soul Centre is committed to creating a Christian ministry environment in which
________________________________________________________.
We screen and train leaders by
________________________________________________________.We respond to safeguarding concerns by
________________________________________________________.We protect personal information by
________________________________________________________.We do not promise absolute confidentiality when
________________________________________________________.Questions or concerns may be directed to
________________________________________________________.
Part Thirty: Action Plan
Priority One
Action:
Person responsible:
Professional or authority consulted:
Target date:
Evidence of completion:
Priority Two
Action:
Person responsible:
Professional or authority consulted:
Target date:
Evidence of completion:
Priority Three
Action:
Person responsible:
Professional or authority consulted:
Target date:
Evidence of completion:
Additional Actions
| Action | Person responsible | Target date | Status |
|---|---|---|---|
Part Thirty-One: First 30 Days, 90 Days, and One Year
Within 30 Days
We will:
Within 90 Days
We will:
Within One Year
We will:
Part Thirty-Two: Annual Review
Annual review month:
The review team will examine:
โ Leadership contacts
โ Policies
โ Volunteer records
โ Background checks
โ Training
โ Childrenโs practices
โ Adult-safeguarding practices
โ Online communication
โ Forum prompts
โ Complaints
โ Incidents and near misses
โ Privacy notices
โ Access permissions
โ Data retention
โ Technology providers
โ Data breaches
โ Referral contacts
โ Insurance
โ Partner agreements
โ Country-specific legal changes
Questions for Annual Review
What incidents or near misses occurred?
What did we learn?
Which policy or practice must change?
Are all emergency contacts current?
Does insurance still match our activities?
Have former volunteers lost system access?
Are forum questions privacy-safe?
Have applicable national requirements changed?
Part Thirty-Three: Safeguarding and Privacy Commitments
Initial each statement.
_____ We will treat every participant as a person created in the image of God.
_____ We will not assume that Christian identity makes harmful behaviour impossible.
_____ We will screen and train volunteers appropriately.
_____ We will establish clear spiritual, relational, sexual, financial, and digital boundaries.
_____ We will not promise absolute confidentiality.
_____ We will take disclosures and complaints seriously.
_____ We will not conduct amateur criminal or child-protection investigations.
_____ We will contact appropriate authorities when required.
_____ We will not conceal abuse to protect a leader or ministry reputation.
_____ We will protect children and adults at risk.
_____ We will not require sensitive disclosures in public forums.
_____ We will collect only the personal information genuinely needed.
_____ We will restrict access according to ministry responsibility.
_____ We will document safeguarding concerns factually and securely.
_____ We will make professional referrals when needs exceed our ministry role.
_____ We will review our insurance and country-specific duties.
_____ We will correct weaknesses revealed by incidents, complaints, or near misses.
_____ We will review this plan at least annually.
Final Safeguarding and Privacy Summary
Safeguarding Lead
Privacy Lead
Independent Complaint Contact
Emergency Procedure
Child-Protection Contact
Adult-Safeguarding Contact
Confidentiality Limits
Forum Standard
Data-Protection Standard
Primary Referral Partners
Most Urgent Action
Completion Check
Before marking this worksheet complete, confirm:
โ A safeguarding lead and backup have been identified.
โ A privacy lead has been identified.
โ An independent reporting route exists.
โ Vulnerable participant groups have been identified.
โ Ministry risks have been assessed.
โ Volunteer-screening standards have been established.
โ A code of conduct exists or is being developed.
โ Childrenโs and adult-safeguarding practices have been reviewed.
โ Online communication rules have been established.
โ Christian Growth Course forum rules are privacy-safe.
โ Confidentiality limits are clearly stated.
โ Country-specific reporting questions have been investigated.
โ Emergency contacts are recorded.
โ Safeguarding documentation practices are defined.
โ Personal-data practices have been mapped.
โ Privacy notices have been reviewed.
โ A data-breach procedure exists.
โ A complaint and whistleblowing process exists.
โ Procedures for allegations against leaders are defined.
โ Professional referral partners have been identified.
โ Insurance needs have been reviewed.
โ A training plan has been created.
โ A 30-day, 90-day, and one-year action plan has been completed.
โ An annual review date has been selected.
Participant name:
Soul Centre name:
Signature or completion confirmation:
Date: