E-008 · Theme 2 · Onboarding & First 90 Days

Welcome Pack & Rotary Wins Journal

Use Welcome Pack & Rotary Wins Journal to give new members a clear first 90 days, early relationships and a useful way to contribute.

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.

A simple way to start

  1. Interview three recent members about the first questions they had, the club knowledge they could not find and the information they received before it was useful. Who could lead it: Onboarding coordinator
  2. Build a concise pack around a first-90-days map, named contacts, the next three suitable opportunities, club costs and customs, accessibility information and links to current official Rotary learning. Who could lead it: Welcome pack editor
  3. Create a four-prompt Rotary Wins Journal covering a person met, something understood, a contribution made and a question to pursue; state plainly that entries belong to the member and are not collected by the club. Who could lead it: Member experience lead
  4. Ask the new member about interests, preferred contact, availability and access needs, then highlight only the contacts and opportunities that fit their answer. Who could lead it: Member's welcome contact
  5. Hand over the pack in a short conversation, show where to find changing information, introduce one named contact and agree one next step rather than reading the pack aloud. Who could lead it: Member's welcome contact

What should we look for?

  • After 90 days, review Welcome Pack & Rotary Wins Journal. Look for agreed early steps being completed, at least one useful club connection and every promised follow-up being delivered.
  • New members receiving the current pack and a personal handover within seven days of induction.
  • New members able to locate a named contact, the next suitable activity, full participation costs and an access route without assistance at the 30-day check-in.
  • Members completing their own agreed first step within 30 days, whether or not they use the journal.
  • Number of stale links, contacts or dates found at each quarterly content review.

Before we say yes

  • Does it fit a real local need?
  • Can people take part safely and fairly?
  • Are the facts, permissions and Rotary branding right?
  • Who will lead it, and when will we review it?