E-006 · Worksheet 4

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. It belongs to the club pack for Welcome Gift from a Peer.

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

Keep it simple

Do not count activity just for the sake of it. Note where things stand now and collect only what will help the club decide whether to change the idea, continue it or stop.

What will we look for?

Simple progress check
What matters	What we will look for	Where we are now	What we hope to see	How we will check	Who
	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.

What did we decide?

Check-in notes
Date	What we noticed	What we changed	What happens next	Who led the discussion
Day 30
Day 60
Day 90

Back to the club pack

See all E-006 pages and worksheets