CFW Welcome Tasks

Guidelines for welcoming a person to the Society

This training provides the information for the 'Welcome' role in the Conference Financial Wellbeing Service. Please take the time to go through all of the content before you begin your work, as this helps to provide you with the knowledge to undertake your role safely and effectively. 

Please make a note of any questions that you might have so that you can speak to your supervisor or contact person about them.

You should set aside approximately 35-45 minutes to view all of the content.

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Guidelines for welcoming a person to the Society

Step 1 Exchange greetings

Step 1 Exchange greetings

  • Firstly, consider the feelings and comfort of the person
  • Introduce yourself and your position
  • Ask the person’s name and offer them a seat
  • Be aware of cultural differences in communication

Step 2 Manage expectations

Step 2 Manage expectations

  • Explain who we are: A caring Catholic charity offering a hand up to people in need
  • Explain what we can do: We will spend some time getting to know the person and their needs We will then be able to respond in the best way possible: which may include immediate assistance, more intensive help, advocacy, and / or referrals to more specific services
  • Inform the person of any documents they need to being to the visit

Step 3 Explain policies

Reassure the person that the information they give will be treated as confidential and only provided to other services with their permission (unless we are obliged to for legal reasons).

Tell the person:

  1. They can view the information we keep on them at any time.
  2. We invite them to take part in a survey (7 self-rated questions) now and again in 6 months to check how they are progressing with their sense of personal well-being. This will help us to continue to provide the best service to the person and all people we assist. Seek written consent to collect information.
  3. We will try very hard to provide the most appropriate service to them, but if they feel unhappy with our service they can contact us through complaints procedure (show policy).

Step 4 Next steps

  • Discuss the presenting need
  • Explain where to from here: engagement, assessment, response pathway



Record keeping

Form A Guide

Form A

Privacy and complaints





Trauma informed care

Trauma informed care - fact sheet