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 matching interests and skills, practical peer learning and minimum-data collection; they do not constitute Rotary International or OAIC endorsement of the named Rotary Skills Mentoring Board initiative or this locally designed delivery model.
Primary references consulted
Engage Emerging Leaders(Rotary International) Used for: Rotary encourages clubs to ask people about their ideas, passions and strengths rather than only presenting existing opportunities.; The guidance recommends making mentoring connections that fit members' interests and helping them find the right place to contribute.
Make Connections(Rotary International) Used for: Rotary presents clubs as places where people can share skills across generations.; The guidance recommends practical opportunities that draw on people's interests and build their skills.
Chapter 3: APP 3 Collection of Solicited Personal Information(Office of the Australian Information Commissioner) Used for: Personal information should be limited to what is reasonably necessary, relevant and proportionate to the activity.; Information must be collected lawfully and fairly, generally from the person concerned, with stronger consent requirements for sensitive information.
Candidate District material consulted
These records remain draft evidence and still need a human source decision.
Club Playbook - Theme 2 Related record 13 Skills Matchmaker Quiz supports the broad idea of asking about skills and passions to make useful connections. It is not a literal Rotary Skills Mentoring Board record and does not provide the board, consent, expiry or professional-scope controls in this draft.
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.
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.
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 board must approve the allowed skill categories, exclusions, privacy notice, coordinator authority, retention period and escalation routes before launch.
No listing may imply that Rotary, the district or the club verifies, endorses or guarantees a member's competence, qualification, service or advice.
The board must not include regulated professional advice, safeguarding decisions, licensed work, system administration, financial authority or confidential complaint matters.
Members must be able to update, pause or remove their listing promptly, and every personal field must have a current, specific purpose and consent.
Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.
Why a club might use this
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.
Use it when
Consider Rotary Skills Mentoring Board when members want guidance or a next challenge but the available pathways are hard to see.
Members who want help with a practical club, service, communication or leadership task and prefer a short learning conversation to a formal course.
A club with useful experience spread across members but no easy, equitable way to discover it.
A three-month trial using a small approved skill list, private requests and coordinator-made introductions.
Before the club starts
An approved scope stating which practical skills may be listed, which topics are excluded and when a request must go to formal training or an authorised professional.
An opt-in form that collects only the skill, offer or request, preferred contact route, availability, accessibility needs and consent expiry date.
A coordinator who checks every listing, makes introductions privately, responds to concerns and removes stale or withdrawn entries promptly.
A three-month pilot, secure working register, published privacy notice and deletion process rather than an indefinite public directory.
Capacity guide
Likely cost
Low; usually limited to coffee, simple materials and coordination time.
Lead time
About three weeks to recruit mentors, map pathways and make the first matches.
People
One coordinator and four to eight mentors, scaled to the number of participating members.
A useful club conversation
Questions worth asking
What practical task would you like to feel more confident doing in Rotary?
What experience could you share for one or two conversations without taking on an open-ended role?
Which requests belong on this peer-learning board, and which need formal training or an authorised professional?
Common traps
Trying Rotary Skills Mentoring Board when Publishing members' employment, qualifications, contact details, availability or inferred abilities without specific permission and a current purpose.
Proceeding with Rotary Skills Mentoring Board when Matching people for legal, financial, health, counselling, safeguarding, licensed trade or other regulated advice through an informal volunteer board.
Listings and availability remain visible after they are outdated or consent has been withdrawn. — Use an expiry date, quarterly verification and a removal contact; delete stale entries from both the public board and working register.
A practical 90-day path
Three milestones for Rotary Skills Mentoring Board
When
What the club does
Evidence to keep
Days 1–30: Agree the local design
Ask members which practical club skills they most want to learn or share, then approve a small first list and explicitly exclude regulated or high-risk advice. Prepare the opt-in form, privacy notice, expiry period and accessible alternatives, collecting no biography or personal detail that is not needed for a match.
An approved skill taxonomy, exclusions and escalation route An approved minimum-data participation form and privacy notice
Days 31–60: Run and adjust the first version
Invite members to offer, request or do both, explain that experience can come from Rotary, work, community or life and that every listing is voluntary and editable. Publish only the approved skill headings and request route, keep personal contact details off the board and have the coordinator check fit and consent before every introduction.
A consented set of current skill offers and requests A safe, current board and privately accepted introductions
Days 61–90: Review the evidence and decide
Ask each pair to agree one learning goal, a short time commitment, any access or confidentiality boundary and when the exchange will finish or move to formal support. Review the board after three months, remove expired listings, ask whether introductions were useful and continue only the skill categories the club can support safely.
A bounded learning agreement and finish date A keep, change or stop decision with the register cleaned
Fit it to the club you have
Small club
Use a private one-page list held by the coordinator and invite neighbouring-club or district offers only with the same consent and scope checks. Do not identify the only local expert publicly.
Larger club
Use searchable skill categories with expiry dates and coordinator approval, but keep direct contact information private and cap active matches for each volunteer.
Regional or rural club
Include telephone and low-bandwidth learning, group similar requests to reduce travel and be explicit when a skill requires local licensing, site induction or in-person supervision.
Metropolitan, hybrid or online club
Use an accessible form and private messaging route, protect meeting links and screen-sharing, and never exchange passwords or broader system access for convenience.
Learn, adapt and know when to stop
Evidence worth keeping
Listings with current, specific consent, a clear category and an automatic review or expiry date.
Requests that receive a private fit check and a mutually accepted introduction rather than an unsolicited contact.
Completed exchanges where the learner can name or demonstrate the practical capability gained.
Change course when
The board becomes a public directory of members' personal information, employment or availability. — Publish skill categories and a coordinator contact only, keep the working register secure and obtain specific, time-limited consent for every personal field.
A volunteer is treated as qualified to give regulated advice because they listed a related skill or occupation. — Exclude regulated advice, state that listing is not endorsement or credential verification and route professional matters through the club's approved process.
The same confident members receive every opportunity while quieter or newer members remain invisible. — Invite offers and requests through more than one channel, allow private participation and have the coordinator make fit-based introductions rather than first-come public claims.
How to put it into practice
Detailed implementation steps for Rotary Skills Mentoring Board
Step
Action
Suggested owner
Timing
Evidence or output
1
Ask members which practical club skills they most want to learn or share, then approve a small first list and explicitly exclude regulated or high-risk advice.
Skills board coordinator and board delegate
Four weeks before launch
An approved skill taxonomy, exclusions and escalation route
2
Prepare the opt-in form, privacy notice, expiry period and accessible alternatives, collecting no biography or personal detail that is not needed for a match.
Coordinator and privacy contact
Three weeks before launch
An approved minimum-data participation form and privacy notice
3
Invite members to offer, request or do both, explain that experience can come from Rotary, work, community or life and that every listing is voluntary and editable.
Skills board coordinator
Two weeks before launch
A consented set of current skill offers and requests
4
Publish only the approved skill headings and request route, keep personal contact details off the board and have the coordinator check fit and consent before every introduction.
Skills board coordinator
At launch and for each request
A safe, current board and privately accepted introductions
5
Ask each pair to agree one learning goal, a short time commitment, any access or confidentiality boundary and when the exchange will finish or move to formal support.
Skill sharer and learner
At the first contact
A bounded learning agreement and finish date
6
Review the board after three months, remove expired listings, ask whether introductions were useful and continue only the skill categories the club can support safely.
Coordinator and board delegate
At 90 days
A keep, change or stop decision with the register cleaned
Controls and safeguards
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.
The board becomes a public directory of members' personal information, employment or availability. — Publish skill categories and a coordinator contact only, keep the working register secure and obtain specific, time-limited consent for every personal field.
A volunteer is treated as qualified to give regulated advice because they listed a related skill or occupation. — Exclude regulated advice, state that listing is not endorsement or credential verification and route professional matters through the club's approved process.
The same confident members receive every opportunity while quieter or newer members remain invisible. — Invite offers and requests through more than one channel, allow private participation and have the coordinator make fit-based introductions rather than first-come public claims.
Listings and availability remain visible after they are outdated or consent has been withdrawn. — Use an expiry date, quarterly verification and a removal contact; delete stale entries from both the public board and working register.
The board must approve the allowed skill categories, exclusions, privacy notice, coordinator authority, retention period and escalation routes before launch.
No listing may imply that Rotary, the district or the club verifies, endorses or guarantees a member's competence, qualification, service or advice.
The board must not include regulated professional advice, safeguarding decisions, licensed work, system administration, financial authority or confidential complaint matters.
Members must be able to update, pause or remove their listing promptly, and every personal field must have a current, specific purpose and consent.
What to measure
After 90 days, review Rotary Skills Mentoring Board. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
Listings with current, specific consent, a clear category and an automatic review or expiry date.
Requests that receive a private fit check and a mutually accepted introduction rather than an unsolicited contact.
Completed exchanges where the learner can name or demonstrate the practical capability gained.
Expired, withdrawn, out-of-scope or unsafe listings removed within the agreed service standard.
Follow-up: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Rotary Skills Mentoring Board 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
Skills Board Participation and Consent Form
Collect only what the club needs to route a practical learning request or offer.
