E-011 · A 90-day try-out

A club plan for Rotary Orientation Workshop

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-011 · Rotary Orientation Workshop
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 new-member orientation, early participation and accessible delivery; they do not constitute Rotary International endorsement of the named Rotary Orientation Workshop initiative or this local design.

Primary references consulted

Introducing New Members to Rotary: An Orientation Guide (Rotary International)
Used for: Rotary provides a dedicated orientation guide for introducing new members.; A club orientation strategy is part of keeping new members active and engaged.
Engage Emerging Leaders (Rotary International)
Used for: Clubs should connect with new members, learn what inspires them and create an orientation strategy.; New members should be invited into meetings, service projects and events and receive useful introductions.
Guidelines on Equal Access to Digital Goods and Services (Australian Human Rights Commission)
Used for: Digital learning and information should be equally accessible to people with disability.; Accessible design must consider the full task and not assume a digital option is accessible by default.

Candidate District material consulted

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

Theme 2 - Sub Theme 1 - Onboarding and Induction.docx
Orientation covering Rotary history, values, programmes, service and leadership opportunities,Deeper-understanding purpose,Two-week preparation assumption,One-facilitator and $50-$100 draft capacity assumptions,Orientation presentation and Rotary overview guide supporting-document concepts

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

Introducing New Members to Rotary: An Orientation Guide
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: 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.
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.
Guidelines on Equal Access to Digital Goods and Services
Supports: The 6 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: The club's local need, legal position, capability, cost, safety, accessibility, suitability, likely effectiveness, authority to act or approval of the initiative.

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

Verify every claim about Rotary structure, policy, programmes, brand, district arrangements and local club practice immediately before delivery.
Approve the facilitator guide, learning outcomes, local case and boundary between official guidance and local interpretation.
Confirm accessibility of the venue, online platform, activities and participant materials through an appropriate local check.
Name the person authorised to respond to policy, conduct, safeguarding or member-welfare questions raised in the workshop.

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: New members understand Rotary, the club and immediate ways to participate.

What is happening in our club or community now?What is the smallest useful version we could try? What will we leave out?

Board contactPerson leading the workPerson checking what happened

2. Our 90-day try-out

What our club will do for Rotary Orientation Workshop
Step	What we will do	Who could lead it	Our date	How we will know it is done
1	Ask participants what they most want to understand and what still feels unclear, then use the responses to select four outcomes and remove low-priority content.	Learning facilitator	Two weeks before the workshop	Participant questions and confirmed learning outcomes
2	Build a source-checked session around four stations: why Rotary exists, how this club works, what members can explore beyond the club and how to choose a first contribution.	Content curator	Ten days before the workshop	Facilitator guide, slides and source list
3	Use one real local project or decision as a case, confirm permission for any story or image and prepare a choice of individual, pair and whole-group activities.	Facilitator and project contributor	One week before the workshop	Local case activity and accessible participant workbook
4	Run a 75-minute workshop with a short opening map, participant questions, the four active stations, a break or pause option and a visible parking list for answers that require checking.	Learning facilitator	Within the member's first 60 days	Completed interactive orientation workshop
5	Invite each participant to choose one next step, one person they want to meet and one question for follow-up; make the introduction before the session closes where possible.	Onboarding coordinator	Final 15 minutes of the workshop	Participant-chosen next-step card and warm introduction
6	Send checked answers to parked questions within seven days and contact participants after 30 days to learn whether their chosen step happened and what the workshop should change.	Onboarding coordinator	Seven- and 30-day follow-up	Answer note, completed follow-ups and session improvement record

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Check the selected approach against the club's actual needs, capacity and responsibilities before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
Confirm venue, accessibility, safety, incident, cancellation and follow-up arrangements for the actual audience and setting.
The workshop becomes a dense presentation centred on organisational history and jargon. — Limit the session to four outcomes, use active cases and questions, define unavoidable terms and move reference detail to an optional handout.
Outdated or local information is presented as official Rotary guidance. — Maintain a dated source list, label official and local material separately, park uncertain answers and verify them before follow-up.
The facilitator steers participants toward vacancies the club needs filled rather than what fits them. — Present genuine choices, include a no-decision option and let the member select the next conversation or contribution.
The format excludes people through venue, hearing, vision, language, technology or public-speaking demands. — Ask access needs in advance, supply accessible materials, provide multiple activity modes and retain an equivalent individual follow-up route.
Verify every claim about Rotary structure, policy, programmes, brand, district arrangements and local club practice immediately before delivery.
Approve the facilitator guide, learning outcomes, local case and boundary between official guidance and local interpretation.
Confirm accessibility of the venue, online platform, activities and participant materials through an appropriate local check.

4. What changed?

What we will keep an eye on
What matters	Where we are now	What we hope to see	How we will check	Who
After 90 days, review Rotary Orientation Workshop. Look for agreed early steps being completed, at least one useful club connection and every promised follow-up being delivered.
Participants who can accurately describe Rotary purpose, the local club's role and one wider opportunity in a short end-of-session check.
Participants leaving with one chosen next step and one named contact rather than an assigned role.
Parked questions answered from a verified source within seven days.
Chosen next steps begun within 30 days and workshop changes made from participant feedback.

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.

Rotary Orientation Facilitator Guide

Deliver a repeatable, interactive session while keeping official guidance and local interpretation distinct.

Open supporting document

Participant Rotary Map and Workbook

Give participants a plain-language map, space for their own questions and a record of the next step they choose.

Open supporting document

Orientation Source and Follow-Up Register

Keep workshop claims current and make sure questions and introductions are closed after the session.

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.

We have checked this

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

We have checked this

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

We have checked this

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

We have checked this

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

We have checked this

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

We have checked this

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

Facilitation guide

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

Open worksheet

Training guide

Use this worksheet to prepare a practical learning or mentoring session and follow up afterwards.

Open worksheet

Are we ready to try this?

Use this worksheet to decide whether a small first try is realistic and what the club must settle before it starts.

Open worksheet