E-015 · 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 Rotary Member Handbook Walkthrough.

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

Where does the work start and finish?

What starts the process, and what does a good finish look like?What will we do by hand if the system fails, and who needs to know?

Map the steps

Simple workflow
Step	What happens	Who	Information needed	Who can see it	Done?
1
2
3
4
5
6
7
8

Only keep what we need

Information list
Information	Why we need it	Where it comes from	Who can see it	When it is deleted	Who looks after it

Back to the club pack

See all E-015 pages and worksheets