S.H.A.P.E. Assessment

Your congregation wants to help. Now you can ask the right people.

A family needs meals after surgery. Someone in your church is a gifted cook with a heart for the hurting — but you don't know who, so the same five names get asked again.

CareNote closes the gap. Members share their S.H.A.P.E. Then, when a care need comes in, one click hands you the people built to meet it — and sends them the invitation to help.

No credit card required · Setup in minutes

See it in action — the real CareNote screen

Care Request

Needs a care team

Meal support — Thompson familyUnassigned

Recovering from surgery. Meals and check-ins needed for about three weeks.

Who can help?

Matched 3 members against 214 S.H.A.P.E. profiles

Dolores K.

Loves to cook · Heart for the homebound

Strong fit

James & Ann P.

Gift of hospitality · Free most evenings

Strong fit

Marcus T.

Experience as a caregiver · Gift of mercy

Good fit
3 members matchedInvitations ready to send

I have gifts and a heart to give. But in all my years at this church, no one has ever asked me to serve.

The quiet congregant CareNote was built to reach.

How It Works

From a care need to the right person — in one click.

Members share their S.H.A.P.E. once. From then on, every care need can find the people built to meet it — and CareNote carries the request all the way home.

1

A care need comes in

A request arrives through a form, a forwarded email, staff entry, or Planning Center — the same intake CareNote already uses.

2

Who can help?

One click. CareNote reads the need against your congregation's S.H.A.P.E. results and surfaces the members built to meet it.

3

The invitation goes out

CareNote sends the matched members its built-in “I can help” email — the ask lands directly in their inbox.

4

The request is assigned

The need is offered to the matched group, ready for the first willing person to claim it.

5

A member accepts

A congregant accepts or passes. The moment someone says yes, the request is theirs and everyone else is released.

6

Care is delivered and reported

The visit, meal, or call happens — and gets documented, so the care is visible, not just assumed.

7

Follow-up keeps it warm

CareNote flags what needs a next step, so a single act of care becomes ongoing connection.

The Difference

Why a care system beats a sign-up sheet.

A sign-up sheet waits for volunteers. A care system goes and gets them.

Before

The volunteer sign-up sheet

You post the openings and wait. Serving depends on the member noticing the sheet, feeling qualified, and signing up. The quiet ones never do — so the same few names carry everything.

  • Opt-in — the member has to come find the work
  • Generic — a list of slots, not a fit
  • Invisible — you never learn who was willing
After

Care-response activation

A real need arrives and CareNote hands you the people whose gifts, heart, and experience actually fit it. You are not recruiting into slots — you are inviting the right person into a moment that matters.

  • Demand-driven — the need finds the person
  • Matched — gifts, heart, abilities, experience
  • Visible — every willing member, ready to ask

Why Only CareNote

What a standalone assessment cannot do.

A test gives you a result. CareNote gives you a response — and the people to deliver it.

Care need → matched people

The heart of it: describe the need, click once, and get a curated short-list of the members best suited to meet it.

The full S.H.A.P.E. picture

Spiritual gifts, Heart, Abilities, Personality, and Experiences — a complete read on how each member is wired to serve.

Built-in “I can help” outreach

Matched members are invited with one click. The ask reaches the people who can actually answer it.

Ask in plain language

Need someone good with gardening, or comfortable in a hospital room? Search your congregation the way you would ask a friend.

Your staff stay in control

CareNote suggests; your team decides. Review and edit the matched list before a single invitation is sent.

The whole care loop

Assignment, acceptance, reporting, and follow-up — activation flows straight into the care system you already run.

Invite exactly who you mean

Send the assessment to staff and volunteers, or to congregants filtered by membership, age, and affiliation.

Flows to Planning Center

S.H.A.P.E. results push back to Planning Center under a custom tag, so the data lives where your team already works.

Built for activation, not just assessment

A standalone assessment hands a member a PDF and hopes something happens. CareNote is the only tool that turns that same assessment into a care response — matched, invited, assigned, delivered, and followed up. It's congregational activation, purpose-built into the care system you already run.

The Offer

Activate your whole congregation — without paying per person.

Every member you activate becomes part of your care team. CareNote makes sure that never turns into a per-seat bill.

$199

Per year

An addon to CareNote — unlimited assessments, unlimited matching, every care need.

$0

Setup fee

No setup cost — switch SHAPE on and start activating your congregation.

3 free

Volunteer seats per paid user

For every paid CareNote user, three congregants join free — so the people you match never cost extra.

Related Features

More ways CareNote closes the loop.

Congregant activation runs on the same rails as the rest of your care ministry.

Ready to activate your congregation?

Start your free trial or book a demo to see how CareNote turns S.H.A.P.E. assessments into real care response.