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 member-led matching, data minimisation, transparent collection and purpose-limited use; they do not constitute Rotary International or Office of the Australian Information Commissioner endorsement of the named Skills Matchmaker Survey, its fields, platform or this locally designed matching process.
Primary references consulted
Make Connections(Rotary International) Used for: Rotary encourages clubs to ask what people care about and what they want to see in their community rather than simply presenting a fixed list.; The guidance supports creating opportunities for members to share skills across generations and connect through relevant service and mentoring.
Chapter 3: APP 3 Collection of solicited personal information(Office of the Australian Information Commissioner) Used for: APP 3 requires covered organisations to limit collection to personal information reasonably necessary for their functions or activities.; The guidance emphasises data minimisation, lawful and fair collection, and additional conditions for sensitive information.
Use and disclosure of personal information(Office of the Australian Information Commissioner) Used for: Accessing, using and passing personal information within an organisation are regulated forms of handling personal information.; Personal information collected for one purpose should not be used or disclosed for another purpose without an applicable basis.
Candidate District material consulted
These records remain draft evidence and still need a human source decision.
Club Playbook - Theme 2 The related Skills Matchmaker Quiz concept,A light-touch skills-and-passions prompt for matching members with projects, committees or mentors,A survey or printed route as the proposed starting resource,Early member engagement as the draft use setting
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
Engaging Younger Professionals: Make Connections Supports: The 32 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.
Chapter 3: APP 3 Collection of solicited personal information Supports: Data-minimisation, collection-purpose, proportionality and consent safeguards where the Privacy Act and APP 3 apply. Does not establish: Whether a particular Rotary club is an APP entity or whether a proposed renewal survey, diagnostic or member record is lawful in its actual circumstances.
Use and disclosure of personal information Supports: The 4 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: Whether the Privacy Act or another duty applies to this club, whether consent is informed and valid, whether collection or publication is authorised, or whether the proposed safeguards are sufficient in the actual circumstances.
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
The club must determine which Australian privacy obligations apply and approve the collection notice, access, platform, retention and breach response before launch.
Sensitive information must not be requested unless the club has confirmed necessity, authority, consent and safeguards appropriate to the applicable law.
Survey results must not be used to rank member worth, restrict fair access to roles or make automated decisions about people.
Any external survey, storage or automation provider requires an approved security, location, access, export and deletion review.
Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.
What could this idea change?
It gives the club a clearer view of people's experiences before decisions are made, including feedback that informal conversations can miss.
It may suit: Members seeking guidance or a new challenge, and the people offering practical support.
Could this work in our club?
Consider Skills Matchmaker Survey when members want guidance or a next challenge but the available pathways are hard to see.
Clubs that repeatedly ask the same visible members while other experience, interests or learning goals remain unknown.
A current project or committee planning cycle with enough genuine opportunities to offer respondents a choice.
New and established members who want a private way to update what they can offer and what they hope to learn.
Before you start
A written data purpose, field-by-field necessity check, collection notice, access list, retention date and correction or withdrawal route appropriate to the club's legal obligations.
A current opportunity catalogue showing tasks, decision authority, timing, location, support, accessibility, workload and any genuinely essential requirements.
An accessible online and non-digital survey route that lets members select 'prefer to discuss' and skip any optional field.
A named matching team with agreed rules that prioritise member choice, development interest and realistic availability over convenience for the club.
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 Skills Matchmaker Survey 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.
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Skills and Pathways Survey with Collection Notice
Collect only the information needed for current matching decisions while making choice, use and follow-up clear.
