E-019 · A 90-day try-out

A club plan for Member Mentoring Circles

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-019 · Member Mentoring Circles
Theme
Theme 2: Engagement & Belonging · Subtheme 2: Mentoring & Pathways
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 mentoring, member development, voluntary participation and accessible meetings; they do not constitute Rotary International or Australian Human Rights Commission endorsement of the named Member Mentoring Circles initiative or this locally designed delivery model.

Primary references consulted

  • Engage Emerging Leaders (Rotary International)
    Used for: Rotary encourages clubs to learn what inspires members, make useful introductions and check in as members find their place.; The guidance describes mentoring as an important connection and development opportunity rather than a substitute for member choice.
  • Deliver Continued Value (Rotary International)
    Used for: Rotary identifies mentoring, leadership development, skill-building and cross-generational connections as ways clubs can continue providing value.; Member needs change over time, so clubs should create more than one way for people to remain engaged.
  • Hosting accessible and inclusive online meetings and events (Australian Human Rights Commission)
    Used for: Online meetings should offer accessible materials, a contact for access requirements and an alternative dial-in route where needed.; Hosts should use plain language, actively manage participation and avoid assuming that access needs are visible.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Small mentoring circles of three to five new and experienced members,Monthly guided discussion and mutual support,Belonging, pathway awareness and trust as draft outcome intentions,Discussion prompts and a facilitator as the proposed starting resources

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
  • 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.
  • Deliver Continued Value
    Supports: The 49 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.
  • Hosting accessible and inclusive online meetings and events
    Supports: Practical accessibility and inclusion safeguards for online and hybrid renewal meetings, consultations, learning and events.
    Does not establish: Accessibility conformance, the adjustments a person needs or the suitability of a particular platform, format, recording practice or meeting design.

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.

1. Is this worth trying here?

What we hope will change: Use Member Mentoring Circles to make mentoring and personal development easier to find, choose and sustain.

2. Our 90-day try-out

What our club will do for Member Mentoring Circles
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Ask interested members which goals, questions or transitions would make a circle worthwhile, and test whether a mixed-experience group is preferable to one-to-one mentoring.Mentoring coordinatorThree weeks before the first circleAn anonymised needs summary and a decision to proceed, revise or use another pathway
2Invite opt-in expressions of interest, explain what the circle can and cannot provide, and collect only the information needed to form workable groups.Mentoring coordinatorTwo to three weeks before the first circleA consented participant list with goals, offers, availability and access needs
3Form circles of four to six people, check the proposed mix privately with every participant and brief one facilitator for each group.Mentoring coordinator with inclusion contactOne week before the first circleConfirmed circles, facilitator briefs and any agreed adjustments
4Open the first meeting by agreeing the charter, letting each person name one goal and one contribution, and choosing one realistic action before the next meeting.Circle facilitatorMeeting one, 60 to 75 minutesA signed or acknowledged charter and a private goal-and-action card for each participant
5Run two further monthly conversations using a check-in, one or two member cases, peer questions and a closing commitment; refer matters outside the circle's competence rather than improvising advice.Circle facilitator and participantsMonths two and threeTwo de-identified session logs, completed actions and any named referrals
6Review the experience privately and as a circle, close any unfinished promises, and let each participant choose to continue, rematch, move to another pathway or finish.Mentoring coordinatorWithin seven days of the third meetingA 90-day decision record and an agreed next step for every participant

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Check the idea with the people affected and confirm its purpose, owner and practical limits before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
A participant feels pressured to disclose personal information or accept advice from a more experienced member. — Keep disclosure voluntary, use questions before advice, let members pass without explanation and repeat the private exit and rematch routes at every meeting.
The circle drifts into counselling, grievance handling or decisions outside its authority. — Give facilitators a referral map and require them to pause and refer safeguarding, complaint, financial, legal, health or governance matters.
The same confident voices dominate and the group reinforces one narrow model of Rotary participation. — Use timed rounds, written or asynchronous input and rotating case ownership; ask whose experience is missing before the group settles on advice.
The circle becomes a pleasant monthly conversation without changing anyone's pathway. — End every meeting with one member-owned action, start the next meeting by checking it, and close the trial with an explicit pathway decision.
The club must approve the facilitator role, privacy boundary, concern route and referral map before inviting personal disclosures.
Facilitators must not act as counsellors, complaint investigators, financial advisers or decision-makers outside their authorised club role.
Any notes retained beyond action and referral tracking require a stated purpose, minimum access, retention period and secure disposal arrangement.
Interclub circles require each participating club to agree responsibility for participant safety, complaints, privacy and follow-up.

4. What changed?

What we will keep an eye on
What mattersWhere we are nowWhat we hope to seeHow we will checkWho
After 90 days, review Member Mentoring Circles. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
Invited participants who accept the proposed circle after seeing its purpose, membership and boundaries.
Circles that complete all three planned conversations with no unresolved access request or unassigned concern.
Participants who complete at least one action linked to a goal they chose themselves.
Participants who make an explicit continue, rematch, move or conclude decision at the 90-day review.

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.

01

Mentoring Circle Charter

Set a safe, time-limited agreement before members begin sharing goals or experience.

Open supporting document
02

Goal and Contribution Card

Help each participant state what they want from the circle and what they can offer without creating a public profile.

Open supporting document
03

Circle Session and Decision Log

Keep a minimal record of actions and referrals while protecting the substance of personal conversations.

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

Roadmap

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

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

Progress tracker

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