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E-002 · Theme 2

First 90 Days Coffee Series

Use First 90 Days Coffee Series to give new members a clear first 90 days, early relationships and a useful way to contribute.

Where this idea came from

Playbook entry
E-002 · First 90 Days Coffee Series
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 flexible, accessible and relationship-centred member engagement; they do not constitute Rotary International endorsement of the locally named First 90 Days Coffee Series initiative or its detailed design.

Primary references consulted

  • Engaging Younger Professionals: Engage Emerging Leaders (Rotary International)
    Used for: New members should be invited to experience meetings, service projects and other events so their interests can emerge.; Personal connections, introductions, member ideas and regular check-ins support early engagement.
  • Club Flexibility FAQ (Rotary International)
    Used for: Clubs can vary meeting formats and use social, service, virtual and other gatherings.; Rotary advises asking current and prospective members what they want from the club experience rather than relying on rigid attendance expectations.
  • Hosting Accessible and Inclusive In-person Meetings and Events (Australian Human Rights Commission)
    Used for: Meeting and event accessibility includes venue, communication and activity design.; Accessibility should be considered before participants arrive, not managed only after a barrier occurs.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    A three-conversation coffee cadence across the first 90 days,Rotating member perspectives rather than a single host,Early connection and mentoring as the intended outcomes

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.
  • Club flexibility FAQ
    Supports: The availability of flexible club models and participation arrangements, subject to member consultation, current constitutional documents, bylaws and local decisions.
    Does not establish: That a particular flexibility option is permitted by the club's current documents, affordable, accessible, desired by members or suitable for its community.
  • Hosting accessible and inclusive in-person meetings and events
    Supports: The 71 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: Accessibility or inclusion conformance, the needs or preferences of any person or community, cultural authority to act, the suitability of a format or venue, or local approval.

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.

What could this idea change?

A consistent welcome helps people build relationships sooner and understand how they can take part.

It may suit: New and prospective members, and the club members helping them settle in.

Could this work in our club?

  • Consider First 90 Days Coffee Series when new members receive different welcomes or are unsure what happens after joining.
  • Clubs welcoming two or more members within the same quarter.
  • New members who would benefit from getting to know peers before navigating the wider club.
  • Clubs whose regular meeting leaves little time for questions or relationship-building.

Before you start

  • A series host, two backup hosts and a maximum cohort size that still allows every person to speak.
  • Three dates and accessible formats, with a no-cost option and an alternative to coffee, food or alcohol.
  • A short topic card for each gathering and clear boundaries about what the host will and will not record.
  • An opt-in invitation list showing contact preferences and any practical access arrangements.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether First 90 Days Coffee Series will change, continue 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.

01

Coffee Series Session Cards

Three concise host guides that keep each gathering conversational and distinct.

Open supporting document
02

Cohort Invitation and Access Register

A minimal working list for invitations and practical arrangements, not a record of personal discussion.

Open supporting document
03

Coffee Series Action Log

A short accountability record for introductions and other promises made during the series.

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

Event brief

Use this worksheet to plan who the session is for, when it will happen, how people can take part and what happens afterwards.

Open worksheet
02

Registration and follow-up log

Use this worksheet to map each step and keep only the information the club genuinely needs.

Open worksheet
03

Feedback form

Use this worksheet to hear what people experienced and decide what to change next.

Open worksheet