Lifehouse CRM Demo Overview
Date: 12 May 2026
Purpose: Stakeholder demonstration of Lifehouse community resilience CRM
CRM Statistics Summary
Core Data
| Metric | Count |
|---|---|
| Locations | 7 |
| Households | 8 |
| People | 13 |
| Companies/Organisations | 4 |
| Engagements | 8 |
| Needs | 6 |
| Offers | 6 |
| Skills | 6 |
| Consent Records | 6 |
| Stakeholder Relationships | 4 |
| Demographics | 3 |
Action Items
| Metric | Count |
|---|---|
| Follow-ups Required | 4 |
| Households Contacted | 8 |
| People with Consent | 5 |
| People Awaiting Consent | 1 |
Needs Summary
All needs are CONFIRMED confidence level:
- Emergency Support - Older resident may need support in emergency
- Information/Education - Wants to know more about community resilience
- Privacy Concerns - Concerned about privacy and data sharing
- Community Space - Parish needs community space
- Social Connection - Looking for others interested in growing
- Transport Support - Wants to contribute transport support
Needs by Category:
- Emergency/Health Support: 1
- Education/Information: 1
- Privacy/Data: 1
- Community Infrastructure: 1
- Social Connection: 1
- Transport: 1
Offers/Resources Available
All offers are CONFIRMED confidence level:
- Tools & Equipment - Has tools and equipment to share
- Emergency Communications - Radio amateur emergency communications
- Growing Skills - Can teach vegetable growing skills
- Meeting Space - Church has meeting space
- Transport - Has van for transport
- Mediation - Conflict mediation skills
Offers by Type:
- Physical Resources (tools, van): 2
- Skills/Teaching: 2
- Infrastructure (meeting space): 1
- Emergency Services (radio): 1
- Community Services (mediation): 1
Skills Database
All skills are CONFIRMED confidence level:
- Conflict Mediation - Professional mediation experience
- Driving & Transport - Van available for community use
- DIY & Tool Use - Practical repair and maintenance skills
- Community Organising - Experience coordinating community activities
- Vegetable Growing - Food growing and sharing knowledge
- Radio Operation - Amateur radio for emergency communications
Skills by Category:
- Practical/Manual: 2 (DIY, Driving)
- Community/Social: 2 (Organising, Mediation)
- Specialist: 2 (Growing, Radio)
Consent Status Summary
| Status | Count | Percentage |
|---|---|---|
| GRANTED | 5 | 83% |
| NOT_ASKED | 1 | 17% |
| REFUSED | 0 | 0% |
| WITHDRAWN | 0 | 0% |
GDPR Compliance: 83% of contacts have granted consent for data storage and contact.
Example Household Pathways
Pathway 1: Jones Household
Location: 15 King Street, Stroud Central
People: 1 resident
Consent Status: GRANTED
Journey:
-
Initial Contact (5 May 2026)
- Method: Telegram voice note
- Summary: Has tools and equipment to share
- Outcome: ENGAGED
- Follow-up: None required
-
Resources Identified:
- Offer: Tools and equipment to share
- Skill: DIY and tool use
Impact: Resident willing to share practical resources with neighbours. No immediate needs identified. Good example of asset-based community development.
Pathway 2: Smith Household
Location: 12 High Street, Stroud Central
People: 2 residents (Sarah Smith + 1 other)
Consent Status: GRANTED
Journey:
-
Initial Contact (1 May 2026)
- Method: Telegram voice note
- Summary: Resident interested in community resilience
- Outcome: ENGAGED
- Follow-up: REQUIRED - Send info pack
-
Needs Identified:
- Wants to know more about community resilience (CONFIRMED)
Impact: Engaged resident seeking information. Follow-up action required to provide educational materials. Potential future volunteer or community champion.
Pathway 3: Davies Household
Location: 22 Walkley Hill, Uplands
People: 1 resident (Tom Davies)
Consent Status: GRANTED
Journey:
-
Initial Contact (6 May 2026)
- Method: Telegram voice note
- Summary: Radio amateur with emergency response experience
- Outcome: ENGAGED
- Follow-up: REQUIRED - Connect with emergency planning
-
Resources Identified:
- Offer: Radio amateur emergency communications
- Skill: Radio operation
Impact: Specialist skill identified for emergency preparedness. Follow-up action to connect with local emergency planning group. High-value asset for community resilience.
Example Needs/Offers Matches
Match 1: Growing Skills & Social Connection
Need: Looking for others interested in growing (Michael Brown)
Offer: Can teach vegetable growing skills (Michael Brown)
Match Quality: Perfect self-match
Action: Michael Brown has both the skill and the desire to connect with others. Opportunity to create a growing skills workshop or community garden project.
Match 2: Transport Support
Need: Wants to contribute transport support (Lisa Taylor)
Offer: Has van for transport (Lisa Taylor)
Match Quality: Perfect self-match
Action: Lisa Taylor has transport capacity and wants to help. Can be matched with residents needing transport for shopping, medical appointments, or community events.
Match 3: Community Space & Meeting Needs
Need: Parish needs community space (James Green - Parish Councillor)
Offer: Church has meeting space (Mary Clarke - St. Laurence Church)
Match Quality: Strong potential match
Action: Parish council seeking space can be connected with church offering meeting room. Stakeholder relationship already exists between Mary Clarke and community organisations.
Example Stakeholder Relationships
Relationship 1: Parish Council Link
Person: James Green
Role: COUNCILLOR
Organisation: Rodborough Parish Council (COUNCIL)
Relationship: Parish councillor
Significance: Direct link to local government. James Green can advocate for community resilience at parish level and facilitate connections with council resources.
Relationship 2: Charity Coordination
Person: John Harris
Role: STAFF
Organisation: Stroud Valleys Resilience Group (CHARITY)
Relationship: Volunteer coordinator
Significance: John Harris coordinates volunteers for the resilience group and has conducted all 8 doorstep engagements. Central figure in community outreach efforts.
Relationship 3: Community Hub Access
Person: Mary Clarke
Role: TRUSTEE
Organisation: Stroud Community Hub (COMMUNITY_GROUP)
Relationship: Community hub contact
Significance: Mary Clarke provides access to community hub facilities and also has connection to St. Laurence Church (Faith leader). Dual stakeholder role enables cross-sector collaboration.
Follow-Up Actions Required
| Household | Person | Action | Priority |
|---|---|---|---|
| Smith Household | Sarah Smith | Send info pack | Medium |
| Patel Household | Rajesh Patel | Connect with buddy scheme | High |
| Brown Household | Michael Brown | Invite to growing workshop | Medium |
| Davies Household | Tom Davies | Connect with emergency planning | High |
High Priority (2): Emergency support and specialist skills
Medium Priority (2): Information requests and community activities
Data Quality Notes
- All engagements have complete data (summary, outcome, input source, follow-up status)
- All needs, offers, and skills are marked as CONFIRMED confidence
- 83% consent rate demonstrates good GDPR compliance
- All stakeholder relationships have clear roles and organisational links
- Follow-up actions are specific and actionable
Demonstration Talking Points
What This CRM Shows
- Community Asset Mapping - Skills, offers, and resources catalogued
- Needs Identification - Both individual and community-level needs captured
- Engagement Tracking - Clear record of who was contacted, when, and what was discussed
- Follow-Up Management - 4 households require follow-up action
- Consent Management - GDPR-compliant tracking of consent status
- Stakeholder Networks - Connections between residents and organisations mapped
- Actionable Intelligence - Specific matches between needs and offers identified
What Stakeholders Can Do
- View household engagement history - See all contacts with each household
- Track follow-up actions - Identify which residents need follow-up
- Match needs with offers - Connect people who need help with those who can help
- Map community assets - Understand what skills and resources exist locally
- Monitor consent status - Ensure GDPR compliance
- Coordinate stakeholders - See connections between residents and organisations
- Plan interventions - Use data to prioritise community resilience activities
Next Steps for Real Deployment
- Sync with Fieldwork - Import real pilot data from Fieldwork PostgreSQL
- Update consent status - Ensure all pilot participants have current consent records
- Train staff - Show volunteers how to use CRM for engagement tracking
- Configure dashboards - Set up views for different user roles
- Establish workflows - Define processes for follow-up actions and needs matching
- Privacy review - Confirm Demographics and sensitive data access controls
- Reporting setup - Create regular reports for stakeholders and funders
This demo CRM contains realistic mock data showing how Lifehouse can track community engagement, identify needs and assets, and coordinate stakeholder action for community resilience.