Rotary District 9510Membership HubLegendary Clubs PackageE-012

E-012 · Worksheet 3

Contact plan

Use this worksheet to map each step and keep only the information the club genuinely needs. It belongs to the club pack for New Member Project Tour.

Where this idea came from

Playbook entry
E-012 · New Member Project Tour
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

Where does the work start and finish?

Map the steps

Simple workflow
StepWhat happensWhoInformation neededWho can see itDone?
1
2
3
4
5
6
7
8

Only keep what we need

Information list
InformationWhy we need itWhere it comes fromWho can see itWhen it is deletedWho looks after it