Download this club pack

E-015 · Theme 2

Rotary Member Handbook Walkthrough

Use Rotary Member Handbook Walkthrough to give new members a clear first 90 days, early relationships and a useful way to contribute.

Where this idea came from

Playbook entry
E-015 · Rotary Member Handbook Walkthrough
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

These sources support general principles for current, traceable and accessible member information; they do not constitute Rotary International endorsement of the named Rotary Member Handbook Walkthrough initiative, the local handbook or this delivery model.

Primary references consulted

  • Learning & Reference (Rotary International)
    Used for: My Rotary presents separate routes for organisational information, policies and procedures, role resources, topic resources and learning.; The page lists and links to those official resource categories.
  • Policies and Procedures (Rotary International)
    Used for: The page provides a dedicated route to Rotary's governance documents, including constitutional and policy materials.; It identifies official governance sources available through My Rotary.
  • Document Centre (Rotary International)
    Used for: The catalogue lists Rotary Basics, the Standard Rotary Club Constitution and role-specific materials as distinct official documents.; It provides official routes for finding those documents.
  • Web Content Accessibility Guidelines (WCAG) (Australian Government Architecture)
    Used for: The page identifies WCAG as the shared accessibility standard required for Australian Government digital services.; It outlines the Australian Government's WCAG conformance expectations for those services.

Candidate District material

No candidate local guide was used for this version. The current initiative identity and the attributed primary references remain separate.

Theme 2 source-assurance wave

What has been checked

  • 4 current primary pages used by this guide were reopened on 9 August 2026.
  • 8 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
  • Learning & Reference - learn by role
    Supports: The availability of current Rotary role resources and learning pathways for renewal leadership and capability development.
    Does not establish: The duties, delegation, eligibility, appointment method, authority or training completion of a particular person in a particular club.
  • Policies and Procedures
    Supports: The 2 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.
  • Document Centre
    Supports: The 2 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.
  • Web Content Accessibility Guidelines (WCAG)
    Supports: The 3 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

Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.

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.

Could this work in our club?

  • Consider Rotary Member Handbook Walkthrough when new members receive different welcomes or are unsure what happens after joining.
  • Clubs that already have a handbook, welcome pack or member web page but cannot tell whether new members actually use it.
  • A small-group onboarding conversation focused on the next 90 days rather than reading every page aloud.
  • Clubs ready to assign ownership and review dates to the information they expect members to rely on.

Before you start

  • The latest club handbook in its print, digital and accessible formats, with version number, approval date and document owner visible.
  • A marked list of essential local facts: contacts, costs, meeting choices, decision routes, support, complaints, service opportunities and the first-90-days pathway.
  • Current official Rotary resource, document and governance links for matters the handbook summarises but does not control.
  • At least one recent member who has tested the handbook using realistic find-and-do tasks and recorded where they became stuck.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Rotary Member Handbook Walkthrough will change, continue 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.

02

New-Member Find-and-Do Test

Test whether the handbook supports real decisions rather than merely containing information.

Open supporting document
03

Handbook Change Log

Provide a visible record of material corrections and prevent uncontrolled copies remaining in use.

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

Welcome guide

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

Open worksheet
02

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
03

Contact plan

Use this worksheet to map each step and keep only the information the club genuinely needs.

Open worksheet
04

Progress check

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