E-004 · Worksheet 2

People and opportunities matching sheet

Use this worksheet to help people choose roles or opportunities that suit them without asking for more personal information than the club needs. It belongs to the club pack for New Member First Project Pathway.

Where this idea came from

Playbook entry: E-004 · New Member First Project Pathway
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

What would people like to be connected with?

For New Member First Project Pathway, decide which roles, activities or support people can choose, who may see their answers and when the club will delete them.

What choices are available, who may see the answers and when will we delete them?

Ask only what you need

People's choices and availability
Name or reference	What they would like to offer or learn	What would help them take part	When they are available	Okay to share with

Talk through each possible connection

Possible connections
Name or reference	Why it might suit them	Anything to check first	Who talked it through	What the person chose

Back to the club pack

See all E-004 pages and worksheets