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E-025 · Theme 2

Project Buddy System

Use Project Buddy System to make mentoring and personal development easier to find, choose and sustain.

Where this idea came from

Playbook entry
E-025 · Project Buddy System
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, project-based skill development and volunteer safety; they do not constitute Rotary International or Safe Work Australia endorsement of the named Project Buddy System 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 and check in as they take on projects and leadership roles.; The guidance presents mentoring as practical guidance, wisdom and encouragement that helps members move forward.
  • Make Connections (Rotary International)
    Used for: Rotary recommends putting people's leadership skills into action through service projects that draw on their interests and build skills.; Effective mentoring depends on ongoing relationships rather than a single introduction.
  • The Essential Guide to Work Health and Safety for Organisations that engage Volunteers (Safe Work Australia)
    Used for: Australian guidance recognises that volunteers are owed safety protections and that organisations should identify and control risks.; A volunteer's role, knowledge and the available ways to remove or minimise hazards are relevant to reasonable care.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Related draft concepts only: pairing a newer and existing member for participation in a service project, providing a buddy during a time-limited experience and holding a reflection conversation afterward. The candidate titles and numbering are not substituted for current E-025.

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.
  • 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.
  • The Essential Guide to Work Health and Safety for Organisations that engage Volunteers
    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: The club's actual hazards, safeguarding duties, screening requirements, food controls, cyber posture or risk tolerance; completion of a local risk assessment; or approval to proceed.

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?

It helps knowledge, confidence and encouragement move between members instead of resting with a few people.

It may suit: Members seeking guidance or a new challenge, and the people offering practical support.

Could this work in our club?

  • Consider Project Buddy System when members want guidance or a next challenge but the available pathways are hard to see.
  • A member who wants to contribute but is unsure how a particular project works or where they can be useful.
  • A project team that relies on knowledge held by one or two people and needs a simple, supported handover route.
  • A 30- to 60-day trial built around one bounded task, two check-ins and a closing reflection.

Before you start

  • A project task brief naming the purpose, practical output, task limits, access arrangements, safety controls and person accountable for the work.
  • A willing buddy who understands the task, has time to support it and is not being asked to provide supervision or advice beyond their competence or authority.
  • A private matching check covering availability, communication preferences, conflicts of interest, accessibility needs and either person's right to decline or rematch.
  • A confirmed incident, concern and exit route, plus a decision about insurance, site access, child-safety or other project-specific obligations before work begins.

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 Project Buddy System 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.

01

Project Buddy Match Brief

Make the task, relationship and end point clear before either person accepts the match.

Open supporting document
02

Task, Access and Safety Check

Confirm that the learner can take part safely and with only the access required for the agreed task.

Open supporting document
03

Buddy Reflection and Handover Record

Close the supported period with evidence of learning and a member-chosen next move.

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