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-005 · Pre-Membership Coffee Catch-Ups
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 listening to prospective members, explaining the membership journey, finding an appropriate fit and handling personal information carefully; they do not constitute Rotary International endorsement of the locally named Pre-Membership Coffee Catch-Ups initiative or its detailed design.
Primary references consulted
Engaging Younger Professionals: Engage Emerging Leaders(Rotary International) Used for: Prospective members should be asked about their ideas, passions and ideal service projects rather than only being told about the club.; Rotary guidance supports helping a person find the right fit, including another club, rather than pushing immediate membership.
Our Clubs(Rotary International) Used for: Rotary describes a membership journey from interest and club matching through contact and invitation.; Rotary publicly identifies community service, connection, leadership and professional development as member benefits, alongside dues and participation expectations.
Collection of Personal Information(Office of the Australian Information Commissioner) Used for: Organisations should collect only personal information reasonably necessary for their work and use lawful and fair collection methods.; Sensitive information generally requires consent, subject to the applicable law and exceptions.
Candidate District material consulted
These records remain draft evidence and still need a human source decision.
Club Playbook - Theme 2 An informal pre-membership coffee conversation,Two club hosts rather than a large group,Confidence, readiness and a softer social entry as 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.
Our Clubs Supports: The 21 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.
Collection of Personal Information Supports: The 2 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: Whether the Privacy Act or another duty applies to this club, whether consent is informed and valid, whether collection or publication is authorised, or whether the proposed safeguards are sufficient in the actual circumstances.
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
Have the club's membership process, eligibility, invitation language and host authority checked against current governing documents and local practice.
Verify all dues, meal, event, insurance and other likely costs before the fact sheet is used.
Check whether and how Australian privacy law and the club's privacy policy apply to expressions of interest, notes, referrals and no-contact choices.
Approve host selection, conflicts-of-interest handling, non-discrimination expectations and escalation for inappropriate conduct.
Confirm any refreshment reimbursement, venue and accessibility arrangements before offering the catch-up.
Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.
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
Pre-Membership Conversation Card
A one-page host prompt that protects listening time and keeps the catch-up separate from membership approval.
