OperationsManual
Operations Manual
Calmshell Community Healing Circles — 37 sections
Purpose
Platforms Used
Client App — app.calmshell.ca
- Browse circles
- Register
- Accept community guidelines
- Receive reminders
- Join virtual sessions
- Access resources
- Complete post-session reflections
- Request follow-up support
Provider Portal — provider.calmshell.ca / Calmshell Pro
- Manage assigned circles
- Review registrations
- Take attendance
- Lead sessions
- Upload resources
- Submit session reports
- Flag concerns
- Create referrals
Admin Portal
- Create and approve circles
- Assign facilitators
- Manage schedules
- Monitor attendance
- Review incidents
- Track outcomes
- Manage partners
- Produce reports
Program Objectives
- Reduce social isolation
- Improve emotional wellbeing
- Provide culturally safe support
- Promote early help-seeking
- Strengthen peer connection
- Support newcomers, youth, BIPOC communities, LGBTQIA2S+ communities, parents, and other groups
- Create referral pathways to therapy, crisis support, settlement services, and community resources
- Build a scalable community wellness model across Canada
Circle Categories
- Newcomer & Immigration Support
- Women's Healing Spaces
- Men's Mental Wellness
- BIPOC Healing Spaces
- Indigenous Wellness
- Youth & Young Adult Circles
- LGBTQIA2S+ Support
- Mindfulness & Meditation
- Arts, Expression & Healing
- Postpartum & Parenting Support
- Trauma & Grief Support
- Faith & Spiritual Wellness
Initial Circles to Launch
- Newcomer Wellness Circle
- Newcomer Women's Support Circle
- South Asian Women's Healing Space
- Black Men's Mental Wellness Circle
- Mindful Mondays for BIPOC Community
- BIPOC Healing Space
- Queer & Questioning Youth Group
- Youth Expression & Healing Arts
- Postpartum Support Circle
The Indigenous Full Moon Ceremony should only launch when Indigenous Elders, Knowledge Keepers, or Indigenous-led partners are formally involved and cultural protocols are respected.
Leadership Structure
Director of Community Wellness
- Overall strategy
- Program growth
- Partnerships
- Funding alignment
- Quality oversight
- Monthly reporting
Community Programs Manager
- Program scheduling
- Coordinator supervision
- Circle expansion
- Facilitator assignment
- Program delivery monitoring
Clinical Supervisor
- Safety oversight
- Incident review
- Facilitator consultation
- Crisis escalation guidance
- Clinical quality assurance
Community Circle Coordinator
- Registration monitoring
- Attendance follow-up
- Waitlist management
- Participant communication
- Session reminders
- Facilitator support
Lead Facilitator
- Leading complex circles
- Mentoring co-facilitators
- Ensuring circle quality
- Supporting documentation
- Reporting concerns
Circle Facilitator
- Leading the group session
- Establishing safety and respect
- Managing discussion
- Taking attendance
- Sharing resources
- Submitting session reports
- Flagging concerns
Peer Facilitator
Peer facilitators do not provide clinical care unless they are also licensed professionals.
- Welcoming participants
- Encouraging participation
- Supporting group belonging
- Observing concerns
- Assisting the lead facilitator
Elder / Knowledge Keeper (Indigenous circles only)
- Cultural guidance
- Ceremony leadership
- Protocol direction
- Community safety
- Respectful knowledge sharing
Staffing Model Per Circle
Standard Wellness Circle
- 1 Circle Facilitator
- 1 Peer Facilitator
Higher-Risk Circle (trauma, grief, youth, crisis-adjacent, vulnerable populations)
- 1 Clinical Facilitator
- 1 Peer Facilitator
- Clinical Supervisor on-call
Indigenous Cultural Circle
- Indigenous Elder / Knowledge Keeper
- Indigenous Facilitator or Community Liaison
- Optional clinical support if appropriate and culturally approved
Youth Circle
- Youth Facilitator
- Mental Health Professional or Youth Worker
- Safeguarding lead available
- Parent/guardian consent where required
Hardware and Technology Requirements
Facilitators — Required
- Laptop or desktop computer
- HD webcam
- Noise-cancelling headset
- Stable internet
- Private room
- Good lighting
- Secure login with multi-factor authentication
Facilitators — Recommended
- 16 GB RAM
- Dual monitors
- Backup internet hotspot
- External microphone
- Backup power source
In-Person or Hybrid Circles — Required
- Private meeting room
- Circle seating
- Sign-in device
- Stable Wi-Fi
- Display or projector
- Speaker and microphone
- Accessibility access
- Emergency contact sheet
- Printed community guidelines
In-Person or Hybrid Circles — Recommended
- Refreshments
- Translation support
- Art supplies
- Whiteboard or flip chart
- First aid kit
Participant Eligibility
Eligibility depends on the circle. Common eligibility criteria include age group, community identity, language, location or province, support needs, safety suitability, and consent agreement.
Participants must:
- Register through the client app
- Complete basic safety screening
- Accept community guidelines
- Agree not to record or share session content
- Respect confidentiality
Registration Workflow
- 1Participant selects a circle in app.calmshell.ca.
- 2Participant reviews circle details.
- 3Participant completes safety and suitability questions.
- 4Participant accepts community guidelines.
- 5Registration is submitted.
- 6System confirms registration or sends to approval queue.
- 7Participant receives confirmation and reminders.
- 8Facilitator sees registration in Calmshell Pro.
- 9Admin can monitor registrations in Admin Portal.
Safety Screening Questions
- Are you joining this circle for yourself?
- Are you currently in immediate danger or crisis?
- Are you having thoughts of harming yourself or someone else?
- Do you understand this circle is not emergency care?
- Do you agree to respect confidentiality?
- Do you agree to participate respectfully?
- Do you need accessibility support?
- Do you need language support?
If a participant indicates immediate danger or risk of harm, registration should be paused and routed to review. The app should display emergency guidance.
Community Guidelines
Participants must agree to:
- Respect confidentiality
- Speak from personal experience
- Avoid hate speech, harassment, threats, or discrimination
- Avoid recording or screenshotting sessions
- Avoid sharing another participant's story outside the circle
- Allow others time to speak
- Follow facilitator instructions
- Avoid graphic details that may overwhelm others
- Use respectful language
- Understand that the circle is not emergency care
Standard Session Structure
Recommended duration: 75–90 minutes.
1. Facilitator Preparation — 15 min before
- Open session room
- Check camera and sound
- Review participant list
- Review risk flags
- Prepare resources
- Confirm co-facilitator roles
2. Welcome — 5 min
- Greet participants
- Confirm circle name
- Review purpose
- Remind participants of confidentiality
3. Grounding Exercise — 5–10 min
- Breathing
- Body scan
- Short meditation
- Cultural grounding practice
- Journaling prompt
4. Check-In Round — 15–20 min
- What word describes how you arrive today?
- What has been heavy this week?
- What support do you need today?
5. Main Topic — 30–40 min
- Newcomer stress
- Identity and belonging
- Emotional expression
- Parenting pressure
- Racism and healing
- Anxiety and grounding
- Grief and memory
- Youth self-expression
6. Reflection — 10 min
- What are you taking from today?
- What helped you feel seen?
- What is one small step for this week?
7. Resource Sharing — 5 min
- Share worksheets
- Share crisis contacts
- Share community services
- Share recommended app resources
8. Closing — 5 min
- Thank participants
- Remind them of next session
- Encourage post-session reflection
- Invite follow-up requests through the app
9. Facilitator Debrief — 10–15 min after
- Complete attendance
- Submit session report
- Flag concerns
- Create referrals if needed
- Debrief with co-facilitator
Documentation Requirements
After each session, facilitators must complete:
Do not write unnecessary sensitive details about participants. Notes should be professional, limited, respectful, and relevant to safety or support.
Attendance
- Present
- Late
- Excused
- Absent
- No-show
Session Report
- Date
- Circle name
- Facilitators
- Number registered
- Number attended
- Topics covered
- General mood
- Resources shared
- Follow-up needs
- Incidents
- Referrals made
- Facilitator reflection
Incident Reporting
Incidents must be reported when there is:
- Participant in crisis
- Threat of self-harm or harm to others
- Harassment
- Hate speech
- Discrimination
- Bullying
- Medical emergency
- Privacy breach
- Unauthorized recording
- Safeguarding concern
- Technology failure affecting safety
- 1Facilitator flags incident in Calmshell Pro.
- 2Clinical Supervisor receives alert.
- 3Coordinator supports follow-up.
- 4Director reviews serious incidents.
- 5Resolution is documented.
- 6Incident is closed or escalated.
Incident workflow:
Crisis Escalation
If a participant appears at immediate risk:
- 1Stay calm.
- 2Keep participant engaged if possible.
- 3Notify co-facilitator.
- 4Use emergency contact if policy allows.
- 5Contact emergency services if imminent danger exists.
- 6Document the incident.
- 7Notify Clinical Supervisor.
- 8Complete post-incident review.
Community circles must not attempt to replace emergency care.
Referral Pathways
Participants may be referred to:
- Psychologist
- Psychotherapist
- Psychiatrist
- Social Worker
- Peer Support Worker
- Settlement Worker
- Youth Worker
- Crisis Support
- Family Doctor
- Community Agency
- Emergency Department
- 1Participant requests support
- 2Repeated distress
- 3Safety concern
- 4Housing or settlement stress
- 5Domestic violence concern
- 6Youth safeguarding issue
- 7Grief or trauma needing individual support
Referral triggers:
Communication Rules
Facilitators may send:
- Welcome messages
- Session reminders
- Resource follow-ups
- Cancellation notices
- Post-session check-ins
Facilitators must not:
- Share participant lists publicly
- Discuss one participant with another
- Provide informal therapy by private message unless clinically authorized
- Use personal phone numbers unless approved
- Move communication outside Calmshell without permission
Privacy and Confidentiality
The system must protect:
- Participant identity
- Registration details
- Attendance
- Reflections
- Notes
- Incident reports
- Referrals
- Emergency contacts
Participants should not see:
- Other participants' full names
- Contact information
- Attendance list
- Safety flags
- Internal notes
- Incident reports
Facilitators
Facilitators should only access circles and participants assigned to them.
Quality Assurance
The Admin Portal should monitor:
- Attendance rates
- Participant satisfaction
- Completion rates
- No-show patterns
- Incident frequency
- Facilitator report completion
- Resource use
- Referral outcomes
- Circle demand
- Participant feedback
- 1Weekly during launch
- 2Monthly after stabilization
- 3Quarterly for board or funder reporting
Quality review should occur:
Launch Checklist
Before launching a circle:
- Circle name approved
- Purpose written
- Eligibility defined
- Facilitator assigned
- Co-facilitator assigned
- Schedule confirmed
- Capacity set
- Safety screening enabled
- Community guidelines attached
- Resources uploaded
- Crisis support link active
- Registration tested
- Reminder notifications tested
- Attendance form tested
- Session report form tested
- Incident reporting tested
First 30-Day Launch Plan
Week 1
- Finalize circle list
- Assign facilitators
- Upload guidelines
- Test registration
- Test reminders
- Train facilitators
Week 2
- Open registration
- Promote circles
- Review signups
- Approve participants
- Prepare session plans
Week 3
- Run first sessions
- Track attendance
- Collect reflections
- Hold facilitator debriefs
- Fix workflow issues
Week 4
- Review outcomes
- Adjust schedules
- Add resources
- Improve descriptions
- Prepare monthly report
Recommended Minimum Team to Start
- 1 Director of Community Wellness
- 1 Community Programs Manager
- 1 Clinical Supervisor
- 1 Community Circle Coordinator
- 4–8 Circle Facilitators
- 4–8 Peer Facilitators
- 1 Technical Support Contact
- 1 Admin Support Person
Circle Evaluation Metrics
- Number of active circles
- Number of registered participants
- Average attendance
- No-show rate
- Participant satisfaction
- Number of follow-up requests
- Number of referrals
- Number of incidents
- Resource downloads
- Retention across sessions
- Diversity of communities served
Standard Circle Roles During Session
Lead Facilitator
- Opens session
- Guides discussion
- Manages emotional tone
- Handles difficult moments
- Closes session
Co-Facilitator
- Monitors chat
- Supports distressed participants
- Tracks attendance
- Shares resources
- Flags concerns
Peer Facilitator
- Welcomes participants
- Encourages belonging
- Supports check-ins
- Models respectful participation
Technical Support
- Helps with access problems
- Supports audio/video issues
- Assists facilitator if platform fails
Cancellation Policy
A session may be cancelled if:
- Facilitator is unavailable
- Safety issue arises
- Technical failure occurs
- Severe weather affects in-person session
- Minimum attendance is not met
- Cultural protocol requires postponement
- 1Cancellation notice
- 2Reason where appropriate
- 3New date if available
- 4Alternative resources
Participants should receive:
Waitlist Policy
If a circle reaches capacity:
- New participants join waitlist
- Admin or facilitator reviews openings
- Priority may be given based on need, program eligibility, or referral source
- Waitlisted users receive notice when space opens
Accessibility
Calmshell should provide, where possible:
- Captions
- Language support
- Accessible documents
- Screen-reader friendly pages
- Flexible participation options
- Camera-optional attendance where safe
- Private name display options
- Accommodation request form
Cultural Safety
Each culturally specific circle must be led or advised by people with appropriate lived, professional, or community credibility.
Cultural safety requirements:
- Avoid tokenism
- Avoid cultural appropriation
- Use proper language
- Respect community protocols
- Involve community leadership
- Allow community-specific facilitation methods
- Protect sacred or sensitive knowledge
Data and Reporting
Reports should be aggregated and de-identified unless operational follow-up requires individual details.
Monthly report should include:
- Circles delivered
- Participants served
- Attendance
- Referrals
- Satisfaction
- Key themes
- Incidents
- Lessons learned
- Recommendations
SOP: Before Session
- 1Log into Calmshell Pro.
- 2Open assigned circle.
- 3Review registered participants.
- 4Check safety flags.
- 5Review session plan.
- 6Confirm co-facilitator.
- 7Test video/audio.
- 8Open session room.
- 9Admit participants.
- 10Begin with welcome and guidelines.
SOP: During Session
- 1Welcome participants.
- 2Review confidentiality.
- 3Complete grounding.
- 4Facilitate check-in.
- 5Guide main topic.
- 6Monitor emotional safety.
- 7Share resources.
- 8Close respectfully.
- 9Remind participants to complete reflection.
SOP: After Session
- 1End virtual room.
- 2Debrief with co-facilitator.
- 3Mark attendance.
- 4Complete session report.
- 5Flag concerns.
- 6Submit referrals.
- 7Upload resources.
- 8Send follow-up message if needed.
- 9Notify supervisor of serious concerns.
Community Healing Circle Disclaimer
Each circle page should include:
Community Healing Circles provide supportive group wellness and education. They are not emergency services, crisis intervention, or a replacement for individual therapy, medical care, or psychiatric care. If you are in immediate danger or need urgent help, call 911 or go to the nearest emergency department.
Recommended Governance Meetings
Weekly Launch Meeting
Participants:
- Director
- Program Manager
- Coordinator
- Clinical Supervisor
- Facilitators
Agenda:
- 1.Attendance
- 2.Incidents
- 3.Referrals
- 4.Feedback
- 5.Schedule issues
- 6.Improvements
Monthly Quality Review
Agenda:
- 1.Program data
- 2.Participant outcomes
- 3.Facilitator performance
- 4.Safety concerns
- 5.Resource needs
- 6.Expansion planning
Quarterly Strategic Review
Agenda:
- 1.Growth
- 2.Partnerships
- 3.Funding reports
- 4.Program impact
- 5.New communities
- 6.Staffing needs
Immediate Implementation Priorities
Build and activate:
- Client circle browsing
- Circle registration
- Safety screening
- Community guidelines agreement
- Session reminders
- Facilitator attendance tracking
- Session reports
- Incident reporting
- Referral requests
- Monthly reporting dashboard
Summary
The Calmshell Community Healing Circles program should operate as a structured, safe, culturally responsive community wellness system. The client app provides access and participation. Calmshell Pro supports facilitators. The Admin Portal provides governance, safety, reporting, and program control.
The program should begin with a small number of well-supported circles, strong facilitation, clear safety procedures, and consistent evaluation before expanding nationally.
