COMPASS help

Risk score (0–100)

Each club card shows a Risk score from 0 to 100 (for example “Risk score 72”). Higher means more concern. Color follows the same idea: greener is healthier, redder needs more of your time. An unranked club shows an em dash instead of a number.

Bands on the 0–100 score: healthy below 15; lower from 15 to 25; watch from 25 to 45; elevated from 45 to 65; high at 65 and above. A separate closed band is only for a recorded zero-member club — that card shows Risk score 100 and is already failed, not “high risk.”

The footer on Clubs says this is unreviewed, not a 9-month forecast. It blends Heatmap membership, recorded officer gaps, open alerts, and Cathy’s health variables when those proxies exist. Weights are not a signed-off survival model. Do not treat Risk score 72 as “72% chance the club fails.”

What you can do

1. Open the card. Read red risk chips first, then blue improve tips, then green strengths you can protect.
2. If the band is watch, elevated, or high, plan a club visit this month. Sit with the president on one concrete gap — a vacancy, a declining roster, or a missing successor.
3. Ask Cathy’s five predictor questions only when the card shows a gap: How is 1-year retention? How many new members landed? Is a membership plan submitted? Has a member survey run? How is meeting attendance versus the roster?
4. Ask Cathy’s five driver questions the same way: Are new members on a service project within 90 days? Is fellowship real? Can the community see the club? Who is being grown toward a role? Which SLP is the club still showing up for?
5. Save what you learn in Chat. Set one commitment with a date. Exit help if you want COMPASS to mentor that named club with you.

Next-generation pipeline (Cathy — officers, not youth)

Cathy’s leadership-development driver means next-generation officers are being grown. COMPASS looks for recorded evidence: future leader, president-elect, succession, mentor, or “ready to step up.” That is distinct from SLP / youth programs (Key Club, Builders Club, and the rest).

A red or implied “no next-generation pipeline” means that evidence is absent — not that COMPASS proved nobody will lead. Treat it as a succession gap to fill, not a verdict on people.

Green “Leadership development pipeline” appears only when a recorded note matches that evidence. Future leaders cards (grey, separate section) are the same signal for the Governor.

What you can do

1. Ask, calmly: “Who is being grown toward a role next year?” or “Who would step up if the current officers stepped back?”
2. Name one person with first name, last name, and current club. In Chat say “Pat Rivera at Union City is ready to step up” so COMPASS can save future_leader.
3. Offer to set mentorship: who is coaching that person, toward which role, by when. Save a commitment with that date.
4. If an officer seat is vacant (red “no secretary” and similar), sit with the club on the acting cover this week, then name the member you will grow toward it.

SLP / youth programs

Cathy’s “Commitment to SLPs” driver is youth and sponsored programs: K-Kids, Key Club, CKI (Circle K), Builders Club, Aktion Club, and other sponsored leadership programs. This is not the officer pipeline. A club can have a strong Key Club and still have no next-generation Kiwanis officers — record both honestly.

Green “Commitment to SLPs” means a recorded note names an SLP. Blue “reconnect SLPs” means that evidence is missing. The expand sheet’s next action may ask you to name the program and the advisor.

What you can do

1. Ask which sponsored youth program the club is still showing up for, and who the advisor is.
2. Save that fact on the club (“Union City still advises the high-school Key Club; advisor is …”).
3. If the SLP is quiet, help the club pick one reconnect: attend one Key Club meeting, fill an advisor vacancy, or plan a joint service night. Date it as a commitment.
4. Do not score the club as “no youth” because the officer pipeline chip is empty — those are two different notations.

Closed / size-0 clubs

A club is marked already failed / closed only when a recorded membership snapshot is explicitly 0. Missing Heatmap data is not size-0 and must never be treated as a failed club.

Closed cards sit in a distinct band and show Risk score 100. They are not mixed in as if they were still operating. The expand sheet offers autopsy learning — club process for the rest of the division, never people-blame. The blue chip is “share autopsy learning.”

What you can do

1. Ask process questions: What most needed a next-generation pipeline? When did attendance fade, and what was tried? How was succession handled as the roster shrank? What recruitment should other clubs learn from? Was there a merge, restructure, or wind-down conversation?
2. Share one lesson with another club this month. Save that lesson on the closed club if it is a process fact, not a smear.
3. Do not invent a rescue plan that pretends the roster is still alive. Use the energy on clubs you can still grow.

Heatmap membership chips

Membership evidence is Heatmap (month-to-month snapshots), not a single stale headcount. Red or concern chips you may see: “low members (N)” when the latest count is under 25; “members (N)” with “down X%” or “up X%”; “stale snapshot” when the latest snapshot looks old; “below peers (N vs mean)” when the club sits below in-scope peers.

The expand sheet’s Membership / Heatmap trend line cites the same series (latest vs prior month). If there is no series, you will see that no Heatmap trend is recorded — a gap, not a fake zero.

Blue tips tied to Heatmap: “record Heatmap membership” when no snapshot exists; “refresh membership snapshot” when the snapshot is stale.

What you can do

1. Bring the month-to-month line to the visit, not one number from memory.
2. If members are down or below peers, ask what recruitment looked like this year and what stalled. Help the club pick one invite list or one public event. Blue “plan fall membership drive” or “submit membership plan” is your cue.
3. If the snapshot is stale, ask the secretary when the last official count was filed and get a current figure recorded so Pulse stops guessing from last year.
4. If Heatmap is missing entirely, do not assume zero members. Get a count recorded, then coach from evidence.

Lighthouse community signals

Lighthouse is community and club-health analysis fetched for the club when the operator has it enabled. The expand sheet shows “Lighthouse community signals” when a score or recommendation is recorded, or “No Lighthouse community signals recorded” when that research is absent.

Blue “check Lighthouse signals” means no community health score is on file. Blue “review Lighthouse dip” means a recorded Lighthouse score is on a declining or severe trajectory. Empty is a research gap — not proof the community is fine, and not proof it is failing.

What you can do

1. When signals are present, read them before the visit. Ask the club how those community facts show up in recruitment and service.
2. When the section is empty, do a little homework: who else serves this town, where does the community hear about the club, is the service need visible? Save what you learn as a club note.
3. Do not tell Chat that Lighthouse is “unavailable” if the expand sheet already shows a Lighthouse line — cite that line.

Blue improve tips, red risks, green strengths

Red chips are risks: declining or low membership, stale snapshot, below peers, recorded vacancies (“no secretary”), open alerts, weak Cathy predictors. These are why a card leans red.

Green chips are strengths: recorded officers in place, membership wins, Cathy drivers that are present (Service, Fun / fellowship, Marketing / visibility, Leadership development pipeline, Commitment to SLPs), and saved accomplishments.

Blue chips are improvement suggestions — the next constructive move, not another alarm. Examples: fill secretary role, name a president-elect, plan retention check-ins, plan fall membership drive, submit membership plan, run member survey, track meeting attendance, put new members on service, plan a fellowship event, boost community visibility, grow a successor, reconnect SLPs, record or refresh Heatmap, check Lighthouse, share autopsy learning.

Cards show about five of each kind, then “+N more.” Open the card for the rest. Closed clubs do not get a pile of “fill the roster” blues — they get autopsy learning.

What you can do

1. Protect a green. If fellowship or service is present, say so at the visit — people grow faster when you notice what is working.
2. Pick one blue for this month. Save a commitment with a date rather than trying to clear the whole chip row.
3. If a red vacancy and a blue “grow a successor” both show, treat them as one job: cover the seat this week, name the person you will grow.

This week nudges

This week is a short strip (about three to five items) so you can skim, not a data dump. Tags: Follow up (commitments overdue or due within a week), Project (upcoming club project or fundraiser), Recognize (positive accomplishment or membership win only), Deadline (Kiwanis International or district dates).

Chat often opens with the same nudges, then one question. A Governor login sees the same kinds of items across the clubs in scope.

Nothing dated yet is itself a signal: promises with a date become follow-ups here. Recognition is positive-only — this strip will not store a complaint.

What you can do

1. Start the week from this strip. Call on overdue Follow up items first.
2. For a Project, ask whether the date, chair, and help they need are still true. Save changes.
3. For Recognize, send a short note or mention it at the next visit. Do not let a win disappear.
4. For a Deadline, put the filing or spotlight on your own calendar, then ask the club what they still need from you.

Future leaders cards

Future leaders is a separate grey-card section, not mixed into the Clubs grid. Each card is first name, last name, club, and a positive note. On a phone the row scrolls sideways.

This list is a succession signal for the Governor. It is not a grievance file. COMPASS will not store a complaint, personality conflict, or personal characterization. If the fact is about a vacant role, save it on the club instead.

What you can do

1. In Chat (mentoring, not Help mode) say it plainly: “Pat Rivera at Union City is ready to step up.” COMPASS needs first name, last name, and current club. If that person is not already on file, COMPASS creates them and attaches the affirming note.
2. Open the card to see the positive note and its insight id. Void the note if you named the wrong person.
3. Use the list in Governor conversation as people we are growing — never as a ranking of character.

Void — correct a mistaken note

Saved insights show an eight-character insight id (for example c51e85ec). Void hides the note from the next briefing and keeps it for audit. Do not write a second “correction” note over a mistake — void the original.

Tap Void on the club or Future leaders sheet; COMPASS drafts “Void insight c51e85ec — that saved note was a mistake” into Chat. You can type the same sentence yourself.

What you can do

1. Open the card, find the id, tap Void, and send the drafted Chat line.
2. Confirm you see the void succeed before you assume the briefing dropped it.
3. If Talk cannot void (operator setting), use Chat. Then save the true fact if you still need it recorded.

Commitments — officer promises with dates

When an officer or you commit to do something by a date, ask COMPASS to save a commitment: what, due date, club, and who. That is better than a free-text note. Overdue and due-soon items appear on This week as Follow up.

Mark a kept promise complete. Void a commitment that was a mistake. Completing or voiding uses the commitment — not a new insight that says “never mind.”

What you can do

1. Listen for “we will … by ….” Save it the same day: club, who, what, date.
2. When This week shows Follow up, call or visit before the date slips another week.
3. When they keep the promise, tell Chat to complete the commitment so the strip stays honest.
4. One dated commitment beats five undated hopes. Growth is a calendar, not a wish.