E-006 · A 90-day try-out

A club plan for Welcome Gift from a Peer

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-006 · Welcome Gift from a Peer
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 personal welcome, peer connection, mentoring and careful consent; they do not constitute Rotary International endorsement of the locally named Welcome Gift from a Peer initiative or its detailed design.

Primary references consulted

  • Engaging Younger Professionals: Enhance Your Club's Culture (Rotary International)
    Used for: Rotary encourages clubs to make the member experience personal and to assign mentors or connections matched to interests, skills or background.; Club culture and meeting practice can be changed to make the experience more welcoming and relevant.
  • Engaging Younger Professionals: Engage Emerging Leaders (Rotary International)
    Used for: Rotary guidance supports personal connection, useful introductions and regular check-ins for new members.; Mentoring and encouragement can help members find their place and remain engaged.
  • Australian Privacy Principles Guidelines: Chapter B, Key Concepts (Office of the Australian Information Commissioner)
    Used for: Consent should be informed, voluntary, current and specific to the proposed handling of personal information.; Consent should not be inferred merely because a person did not object.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    A peer-prepared welcome gift on behalf of the club,A card or personal note with an optional small item such as a pin or notebook,A first-week, low-cost welcome intended to build peer trust

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
  • Enhance Your Club's Culture
    Supports: Member-centred culture review, barrier reduction, flexibility, mentoring and practical conversation about club renewal.
    Does not establish: That every suggested action suits the club, that the page diagnoses the club or that a proposed cultural change has member support or governing approval.
  • 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.
  • Australian Privacy Principles Guidelines: Chapter B, Key Concepts
    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: 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

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: Use Welcome Gift from a Peer to give new members a clear first 90 days, early relationships and a useful way to contribute.

2. Our 90-day try-out

What our club will do for Welcome Gift from a Peer
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Approve a capped welcome menu: a handwritten or accessible-format note, a current first-weeks card and an optional low-value local token, with clear prohibited items and a no-gift choice.Membership lead and treasurerBefore the next inductionApproved welcome menu, budget and prohibited-item list
2Ask the new member privately whether they want a peer welcome, how they prefer contact and whether any format or item should be avoided, without asking for unnecessary reasons.Onboarding coordinatorAt induction or within two daysMember's consent and practical preferences
3Match one available near-peer using only relevant preferences the member has chosen to share, introduce both people and brief the peer on the member's chosen contact boundary.Peer welcome coordinatorWithin three daysPeer match and introduction agreed by both people
4Prepare the welcome from the approved menu, personalise the note with one genuine sentence and check every date, link, name and access format on the first-weeks card.Matched peerWithin seven daysChecked, member-appropriate welcome
5Hand over or send the welcome in the member's chosen way, explain there is no expectation to respond or reciprocate and offer one practical introduction or question channel.Matched peerWithin ten daysWelcome delivered and optional first connection offered
6Check once whether the welcome was received and appropriate, resolve any issue, then close the gift record while leaving future peer contact entirely to the agreed arrangement.Peer welcome coordinatorWithin two weeks of deliveryClosed delivery record and any corrected welcome practice

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Check the idea with the people affected and confirm its purpose, owner and practical limits before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
Food, alcohol, fragrance, imagery or a cultural or religious symbol is inappropriate for the member. — Use a restricted approved menu, ask what to avoid without seeking reasons and always provide digital and no-gift choices.
Gift value varies, grows over time or implies status, sponsorship or an expectation to reciprocate. — Apply one modest cap, prohibit cash and sponsor promotion, and review the menu and spend each quarter.
Peer matching exposes personal information or creates unwanted direct contact. — Obtain consent before matching, share only the agreed contact detail and preference, and use the coordinator to end or change contact immediately.
The club treats delivery of the gift as evidence that onboarding is complete. — Keep the welcome record separate from orientation and check-ins, and describe the gift as one small connection rather than the member pathway.
Approve the budget cap, financial delegation, procurement approach, supplier conflicts and treatment of donated items.
Check the club's privacy obligations for peer matching, contact details, preferences and record deletion.
Review the menu for accessibility, cultural safety, allergens, alcohol, fragrances, age appropriateness and unwanted promotional content.
Confirm current Rotary brand requirements before including marks, pins, printed material or locally produced merchandise.

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 Welcome Gift from a Peer. Look for agreed early steps being completed, at least one useful club connection and every promised follow-up being delivered.
New members offered physical, digital and no-gift choices with consent recorded before peer contact.
Approved welcomes delivered in the member's chosen format within ten days.
Peer introductions and any single requested connection completed without unwanted repeat contact.
Member feedback on whether the welcome felt personal, appropriate, accessible and free from obligation.

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.

01

Approved Peer Welcome Menu

A controlled choice list that keeps welcome items modest, equal, accessible and locally appropriate.

Open supporting document
03

Welcome Delivery and Follow-up Record

A minimal accountability record that confirms delivery and then closes.

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

Conversation guide

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

Open worksheet
02

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.

Open worksheet
03

Check-in log

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

Open worksheet
04

Review template

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next.

Open worksheet