Prospective Member Checklist
This is an online version of Heartwood's Prospective Member Checklist for use by P2 Homebuyers. It is intended to make it easier for you to complete the PMC and for the Membership team to review it, rather than doing it all on paper.
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Email *
Introduction
Our membership process is designed to support prospective new members in gaining substantial understanding of Heartwood's Vision, Values, Interpersonal Agreements, our operating structures and processes, and what you can anticipate day-to-day life within the Community to be like.

Upon completing this Prospective Member Checklist (PMC), it is anticipated that YOU will be able to make a much more informed choice as to whether or not Heartwood is the right place to live, for you (and your family, if also present). At that point, the choice is YOURS, that is, you self select: Yes, I/we want to live here and become active members of the Community; or No, now I think that maybe it's not quite right for me.

The "status" of Membership implies both completion of the PMC and actual residency at Heartwood so for P2 Homebuyers, you will become actual Heartwood members once they've completed this PMC and bought your home in P2.

One PMC is required per adult in the household. You must complete the PMC in good faith and inform the Membership Team and/or your buddy once it is completed.

The Membership Team may decide to waive, modify or extend certain requirements due to extenuating circumstances (such as living very far from Heartwood), so long as you have completed the majority of the process, and are able to give full and careful consideration to becoming a member.

Please note that the requirements may be completed in any order you'd like, except that you are strongly encouraged to meet with the Membership Team to discuss membership and your Membership Questionnaire after having completed most of the other requirements.

IMPORTANT: This PMC Google Form has been set up so that you can submit it and then later edit or add responses so that you can fill in your PMC as you complete the various requirements. In order to edit your PMC responses or add more responses, you must save the link to "edit your response". There are two places you can get this link: 1) in the email from Google Forms confirming your submission of the PMC; 2) by bookmarking the link that you can click on just after submitting the PMC. After hitting the "Submit" button on this PMC, the next screen you will see will give you a chance to "See previous responses" or "Edit your response". Click on "Edit your responses" and then bookmark that link so you can return to your PMC later. Unfortunately, Google doesn't give the Membership team any way to retrieve that link. If you don't save it or the submission confirmation email, you'll have to start filling out the PMC all over again.
Name (one PMC per adult household member) *
Study & Consideration
1) Read either or both of the following books. Check off when read.
2) Complete the Membership Questionnaire. Check off once you've informed the Membership Team and/or your buddy that you've completed the Membership Questionnaire.
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3) Read all of the Heartwood Cohousing Agreements (under DOCUMENTS on the Heartwood website). You'll also see links for Guidelines and Resources. These are not required reading, but remain valuable resources that you should be aware of. Please check off once you've read the Heartwood Agreements.
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4) Meet with the Membership Team to discuss membership and your Membership Questionnaire. Please indicate date of meeting.
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Participation
1) In order to help you make connections within the community, please post an introduction of your household to the Membership Team and/or your buddy, who will then post to the Community and P2 email chats: Who are the members of your household, including pets (please include the ages of any kids)? Why are you interested in community living? Why are you specifically interested in Heartwood? Your intro will be shared with the Heartwood community email chat. Please check off once completed.
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2a) Attend one Community Meeting. (Note that sometimes months go by between Community Meetings so it might not be practical for you to satisfy this requirement, especially if you live long distance, so the Membership team may waive this requirement for you.) Please indicate date of meeting.
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2b) Attend another community function (any of our organized events including Zoom Gatherings, Happy Hours, Team Meetings, Community Meetings, Meetings of the Heart, Wisdom Circle, Parties, Work Parties, etc.). Two of the functions attended must be at least two weeks apart. Please indicate date of community function. Note that three functions are required in total – one Community Meeting plus two other functions.
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2c) Attend another community function (any of our organized events including Zoom Gatherings, Happy Hours, Team Meetings, Community Meetings, Meetings of the Heart, Wisdom Circle, Parties, Work Parties, etc.). Two of the functions attended must be at least two weeks apart. Please indicate date of community function. Note that three functions are required in total – one Community Meeting plus two other functions.
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3) Have conversations about life at Heartwood with at least eight current P1 members. Please list the names of the eight P1 members with whom you have had conversations.
Declaration of Agreement & Commitment
Please read the following declarations and virtually sign below. Through the many conversations, common meals, meetings, and readings that I have shared in during my exploration of Heartwood, I can and do say today: Heartwood looks and feels like the place I want to live, I am ready to join the Community; I understand and endorse Heartwood's Vision, Values, Interpersonal and other Agreements; I understand that the tremendous benefits of living in Community come with significant responsibilities that each of us must uphold; To the the degree that each of us is individually capable, I understand these responsibilities to be in the areas of 1) Ongoing personal growth 2) Developing and maintaining positive interpersonal relationships; and 3) Actively participating in the ongoing work of running a small village of 38 homes, and the stewarding of our many resources, be they natural, community-built, and/or community fabric; I also understand that there is a Community-level appreciation and acceptance that each of us will have periods of time in which we are simply unable to "show up" as fully as we would otherwise desire; that it is OK for each of us to be less present in those times; and that my friends and neighbors in the Community will look forward with me to the time I will return with full presence; Heartwood looks and feels like the place I want to live; I am ready to join the Community. Please enter your name (virtual signature) and date.
A copy of your responses will be emailed to the address you provided.
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