E-027 · A 90-day try-out

A club plan for Skills Exchange Evenings

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-027 · Skills Exchange Evenings
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 vocational contribution, member skill-building and accessible events; they do not constitute Rotary International or Australian Human Rights Commission endorsement of the named Skills Exchange Evenings initiative or this locally designed delivery model.

Primary references consulted

Deliver Continued Value (Rotary International)
Used for: Rotary asks clubs to create opportunities for members to showcase professional skills and take part in mentoring, leadership development and skill-building.; Rotary links vocational skills to service projects that address a community need.
Rotary Clubs (Rotary International)
Used for: Rotary identifies public speaking, project management and event planning among the skills members may develop through club participation.; Club relationships and service provide the setting for members to learn from one another.
Hosting accessible and inclusive meetings and events (Australian Human Rights Commission)
Used for: Meeting organisers should plan for accessible participation rather than waiting for visible barriers to arise.; Venue, communication and participation choices need to be considered together when hosting an inclusive event.

Candidate District material consulted

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

Club Playbook - Theme 2
Related draft principle only: asking members about skills and passions so they can be connected with meaningful projects or learning. The candidate does not provide the event format, safeguards or current E-027 title.

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

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.
Rotary clubs
Supports: The 12 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 in-person meetings and events
Supports: The 71 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: Accessibility or inclusion conformance, the needs or preferences of any person or community, cultural authority to act, the suitability of a format or venue, or local approval.

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 approve a no-selling and conflict rule before inviting session proposals.
Regulated, high-risk or safety-critical topics require an appropriate qualified provider and must not be improvised as a peer mini-session.
The event organiser must confirm venue, equipment, public liability, incident and accessibility arrangements for the actual activities.
Contributor biographies, recordings, photos and materials require explicit permission for the exact channel and period of use.

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 Skills Exchange Evenings to make mentoring and personal development easier to find, choose and sustain.

What is happening in our club or community now?What is the smallest useful version we could try? What will we leave out?

Board contactPerson leading the workPerson checking what happened

2. Our 90-day try-out

What our club will do for Skills Exchange Evenings
Step	What we will do	Who could lead it	Our date	How we will know it is done
1	Ask members which everyday, vocational, creative or Rotary skills they would value learning, and which they may be willing to demonstrate in ten to twenty minutes.	Skills exchange coordinator	Five weeks before the evening	A de-identified needs and offers list with no public member ranking
2	Invite short session proposals and check the intended learning, safety, accessibility, professional limits, materials and any commercial or conflict issue.	Coordinator with event safety contact	Four weeks before the evening	Approved session briefs and any required condition or referral
3	Choose a varied program, pair each contributor with a host and offer an alternative way to contribute for people who do not want to present live.	Program team	Three weeks before the evening	A balanced program, contributor agreements and access plan
4	Rehearse the practical instruction, confirm plain-language materials and test the room, technology, equipment and transitions with the actual access arrangements.	Session hosts and venue lead	One week before the evening	A timed run sheet and completed event readiness check
5	Run the exchange in small rotations, name the limits of each session, let participants observe or pass and finish each activity with one safe way to practice or apply the learning.	Event host and session contributors	Event night	Completed learning rotations and participant action cards
6	Ask what participants used, what needs a qualified follow-up and which skills could support a real club or community project; thank contributors without publishing private details.	Skills exchange coordinator	Within two weeks after the evening	A learning summary, referrals and no more than three project follow-ups

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
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 session becomes advertising or uses Rotary relationships to generate private business. — Apply a no-selling rule, remove promotional calls to action and require conflicts or commercial interests to be declared before the program is confirmed.
Participants rely on a short demonstration as professional, regulated or safety-critical advice. — Name the learning limit at the start, exclude unsuitable topics and refer participants to qualified, independent advice where the issue needs it.
Fast, physical or technology-heavy activities exclude members who need another format or more time. — Ask about access, supply materials early, offer observation and alternative participation and test the actual room or platform before the event.
Confident occupations and presenters receive attention while quieter or non-professional knowledge is undervalued. — Select sessions for member usefulness and variety, invite practical and lived knowledge and offer co-presenting, recorded or written contribution options.
The club must approve a no-selling and conflict rule before inviting session proposals.
Regulated, high-risk or safety-critical topics require an appropriate qualified provider and must not be improvised as a peer mini-session.
The event organiser must confirm venue, equipment, public liability, incident and accessibility arrangements for the actual activities.
Contributor biographies, recordings, photos and materials require explicit permission for the exact channel and period of use.

4. What changed?

What we will keep an eye on
What matters	Where we are now	What we hope to see	How we will check	Who
After 90 days, review Skills Exchange Evenings. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
Approved sessions that state a practical learning outcome, boundary and safe next step before the event.
Participants who report trying or applying one skill, not merely enjoying the evening.
Contributors and participants who felt able to pass, ask questions and take part without sales pressure or public ranking.
Project or role follow-ups that name a real need, owner and approval route rather than a vague idea.

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.

Skills Exchange Session Proposal

Check that each proposed mini-session is useful, bounded and ready before it enters the program.

Open supporting document

Skills Exchange Run Sheet and Access Check

Coordinate short sessions without losing accessibility, safety or time for questions.

Open supporting document

Learning-to-Action Card

Help participants record one useful learning and decide whether it has a responsible club or service application.

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.

We have checked this

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

We have checked this

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

We have checked this

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

We have checked this

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

We have checked this

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

We have checked this

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

Roadmap

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

Open worksheet

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

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