E-001 · A 90-day try-out

A club plan for 90-Day Member Roadmap

Use this as a starting point. Cross out what does not fit, add what is missing and make it your club's own.

Where this idea came from

Playbook entry
E-001 · 90-Day Member Roadmap
Theme
Theme 2: Engagement & Belonging · Subtheme 1: Onboarding & First 90 Days
Source material
Current playbook index title and category plus an internally authored detailed-guide draft

Initiative-specific development wave

How this draft was developed

The cited sources support general principles for orientating, connecting and engaging new members; they do not constitute Rotary International endorsement of the locally named 90-Day Member Roadmap initiative or its detailed design.

Primary references consulted

  • Engaging Younger Professionals: Engage Emerging Leaders (Rotary International)
    Used for: Clubs should connect with new members, learn what inspires them and create an orientation strategy.; Established members can make useful introductions, while regular check-ins help new members find their place.
  • Engaging Younger Professionals: Deliver Continued Value (Rotary International)
    Used for: Early engagement is important because members face a higher risk of leaving during their first two years.; A worthwhile member experience includes opportunities for service, connection, mentoring and development.
  • Introducing New Members to Rotary: An Orientation Guide (Rotary International)
    Used for: Rotary provides a dedicated orientation resource for clubs introducing new members.; New-member orientation is an established part of Rotary's membership support resources.

Candidate District material consulted

These records remain draft evidence and still need a human source decision.

  • Club Playbook - Theme 2
    The 90-day roadmap concept for new members,Suggested milestone and tracker structure,Light-touch check-ins beginning at induction

Theme 2 source-assurance wave

What has been checked

  • 3 current primary pages used by this guide were reopened on 9 August 2026.
  • 6 attributed source claim(s) were mapped to their bounded use in this initiative.
  • Candidate District material remains separate and does not establish this result.
See each source's scope and limit
  • Engage Emerging Leaders
    Supports: Member-centred discovery, mentoring, feedback, emerging-leader support and club-health review principles during renewal.
    Does not establish: That a person is ready for office, should be selected, has consented to a role or that a proposed renewal pathway will work locally.
  • Deliver Continued Value
    Supports: The 49 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping.
    Does not establish: That the initiative is endorsed by Rotary International or District 9510, that it is permitted by the club's governing documents, that members want it, that it suits the local club, or that it will achieve the intended outcome.
  • Introducing New Members to Rotary: An Orientation Guide
    Supports: The 8 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping.
    Does not establish: That the initiative is endorsed by Rotary International or District 9510, that it is permitted by the club's governing documents, that members want it, that it suits the local club, or that it will achieve the intended outcome.

What still needs a person to confirm

  • Confirm the member, prospective-member, past-member and community needs, preferences and consent that the local design assumes.
  • Confirm which privacy, safeguarding, incorporated-association, charity, work health and safety, food, liquor, copyright, licensing, screening and other duties apply to the club and the activity.
  • Test accessibility, cultural safety, belonging, language and alternative participation routes with affected people and recognise First Nations cultural authority rather than inferring suitability from the guide.
  • Confirm every local fact, starting point, cost, role, current service contact, measure, stopping condition and platform capability before the club decides to proceed.
  • Confirm the authority and current scope of each primary source, resolve login-gated or moved-page references and keep any candidate District material attributed and unapproved until its source decision is made.

The source-verification release gate remains closed.

Checks still on hold

Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.

1. Is this worth trying here?

What we hope will change: New members know what happens next, build relationships and contribute within 90 days.

2. Our 90-day try-out

What our club will do for 90-Day Member Roadmap
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Agree the roadmap boundaries, available choices and escalation contact, and prepare a blank member-facing version.Membership leadBefore the next inductionApproved blank roadmap and current opportunity menu
2Hold a private welcome conversation about what the member hopes to gain, what they hope to contribute, their available time and how they prefer to be contacted.Onboarding coordinatorDays 0-7Member's stated priorities, limits and contact preferences
3Co-design the roadmap with one orientation action, up to three useful connections and one optional first contribution, each with a date and owner.Member and onboarding coordinatorBy day 7Agreed 90-day member roadmap
4Make the promised introductions personally and confirm that the first opportunity still suits the member before adding it to their calendar.Onboarding coordinatorDays 7-14Warm introductions and confirmed first opportunity
5Use short 30- and 60-day conversations to check clarity, connection and workload, then revise the roadmap rather than treating it as fixed.Onboarding coordinatorDays 30 and 60Updated roadmap and resolved follow-up actions
6Review the whole first-quarter experience, acknowledge the member's contribution and agree the next pathway, a slower pace or no further scheduled support.Member and membership leadBy day 9090-day review and member-chosen next step

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Check the selected approach against the club's actual needs, capacity and responsibilities before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
The roadmap becomes an overwhelming list of meetings, resources and duties. — Limit the first version to a few member-chosen actions and remove or defer anything that does not support their stated priorities.
The process feels transactional and measures attendance rather than belonging. — Use conversations, personal introductions and the member's own assessment; do not infer satisfaction from attendance.
Personal availability, interests or accessibility information is shared too widely. — Record only what is needed, agree who may see it and share practical arrangements without unnecessary personal detail.
The club offers opportunities but fails to make the introductions or follow up. — Give every promise an owner and date, and require the coordinator to resolve or replace missed actions at the next checkpoint.
Confirm the club officer who may approve the onboarding pathway and assign coordinators.
Check the club's privacy obligations and retention arrangements before recording member preferences or check-in notes.
Verify that every activity offered is current, accessible and covered by the club's applicable safety and insurance arrangements.
Have current club facts, costs, expectations and Rotary references checked by an authorised club officer before use.

4. What changed?

What we will keep an eye on
What mattersWhere we are nowWhat we hope to seeHow we will checkWho
After 90 days, review 90-Day Member Roadmap. Look for agreed early steps being completed, at least one useful club connection and every promised follow-up being delivered.
New members receiving an agreed roadmap within seven days of induction.
Promised personal introductions completed by their roadmap dates.
New members making one self-chosen, meaningful contribution within 90 days.
At the 90-day review, the member's own rating of clarity, connection and whether the pace was workable.

After 30 days

Is it reaching the right people? Is anything unsafe, unfair or harder than expected?

After 60 days

Make one useful change based on what people have told you.

After 90 days

Compare with where you started. Decide whether to change it, continue it or stop.

Made for this initiative

Tailored supporting documents

These working documents use the decisions, safeguards and evidence needs of this initiative. Complete them with the people affected and keep the agreed version with the club's project record.

02

Onboarding Coordinator Check-in Note

A minimal action record for keeping promises without creating a detailed personal file.

Open supporting document
03

Quarterly Roadmap Review Snapshot

A de-identified club-level view of where the onboarding pathway is working or breaking down.

Open supporting document

Before your club says yes

Does the idea fit?

Talk with the people it is meant to serve and check that the need is real.

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

01

Roadmap

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

Open worksheet
02

Are we ready to try this?

Use this worksheet to decide whether a small first try is realistic and what the club must settle before it starts.

Open worksheet
03

Conversation guide

Use this worksheet to hold a respectful conversation, hear different views and tell people what happens next.

Open worksheet