Service and Rota Planning Sheet
See the gaps in the rota while there is still time to fill them, rather than at nine o'clock on a Sunday morning.
FC-20 1 page
Faith and community groups · FC-18
Pastoral Visit Log
A free printable pastoral visit record sheet — date, who was visited, where, by whom, what was agreed, who it was passed to and when the next visit falls due.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Make sure nobody is quietly missed for months, and let a visiting team hand over without anyone repeating the same conversation.
Who it is for
Clergy, pastoral teams, chaplains, befriending schemes and community groups who visit people at home, in hospital or in care.
How to use it
- Agree with your group what may be written down before you start using this.
- Record the visit itself: date, person, place and who went.
- Keep the purpose and action columns brief and factual.
- Note who anything was passed to, and only pass it on with consent.
- Put a date in the next-visit column so the round keeps turning.
What is on the sheet
One page, top to bottom:
Printed under the title: A plain record of visits made — who was seen, when, by whom, and what was agreed to happen next.
Your policy decides what is written. Keep this to the fact of the visit and what follows from it. What may be written down, who may read it and how long it is kept are set by your group's own confidentiality and safeguarding policy — follow that, and write nothing here it does not allow.
Write-on lines: Group / parish · Visitor or team · Period covered
Visits — one row per visit
Table, 13 rows: Date · Person visited · Where · Visited by · Purpose · Action agreed · Passed to · Next visit
Questions
How much detail should go in the action column?
Only what someone else in the team would need in order to follow it up. This is a log of visits, not a case file, and the less it holds the easier it is to keep it somewhere it belongs.
Why does the sheet not tell me what I may record?
Because that is set by your group's own confidentiality and safeguarding policy and by the data protection rules where you are. Follow those; this sheet is deliberately narrow so it fits inside most of them.
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