E-036 · A 90-day try-out

A club plan for Mentorship Reflection Sessions

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-036 · Mentorship Reflection Sessions
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 member check-ins, adapting engagement, reflection and minimum-data collection; they do not constitute Rotary International or OAIC endorsement of the named Mentorship Reflection Sessions initiative or this locally designed delivery model.

Primary references consulted

  • Engage Emerging Leaders (Rotary International)
    Used for: Rotary recommends regular check-ins as members find their place, begin projects and take on leadership roles.; The guidance offers a stop, start, continue exercise as a practical way to learn what members think.
  • Deliver Continued Value (Rotary International)
    Used for: Rotary recognises that members' needs and circumstances evolve and that clubs should provide different ways to stay engaged over time.; The guidance encourages clubs to assess whether mentoring and development opportunities continue to provide value.
  • Chapter 3: APP 3 Collection of Solicited Personal Information (Office of the Australian Information Commissioner)
    Used for: Personal information should be collected only where reasonably necessary and should be relevant, minimal and proportionate.; Sensitive information generally requires informed, voluntary, current and specific consent.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Related record 18 Project Pair-Up Program supports the broad idea of a reflection conversation after a shared mentoring or project experience. It is not a literal Mentorship Reflection Sessions record and does not supply this programme-level process.
  • Theme 2 - Sub Theme 1 - Onboarding and Induction.docx
    Structured draft M-T2-ON-19 New Member Reflection Conversation supports the broad idea of a short reflection about experience, challenges and next opportunities. Its title, audience and sub-theme are not substituted for current E-036.

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.
  • 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

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 Mentorship Reflection Sessions to make mentoring and personal development easier to find, choose and sustain.

2. Our 90-day try-out

What our club will do for Mentorship Reflection Sessions
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Set reflection points when the match begins, explain the possible outcomes and remind both people that ending or rematching is a normal programme decision rather than failure.Mentoring coordinatorAt matching and again two weeks before reflectionA scheduled reflection with shared expectations
2Send the guide and offer joint or separate formats, accessibility adjustments and a confidential coordinator conversation before either person chooses how to take part.Mentoring coordinatorTen to fourteen days before the sessionA consented reflection format and any requested adjustment
3Begin by agreeing what stays between the pair, what may be shared with the programme and which matters must move to a separate safety, complaint or governance route.Mentoring pair or facilitatorFirst five minutesA clear sharing and escalation boundary
4Use specific examples to discuss what helped learning and trust, what was difficult and what each person needs more, less or differently—without scoring or diagnosing the other person.Mentoring pairDuring the reflectionA shared understanding of useful practices and requested changes
5Choose continue, reset, rematch or close; record any changed goal, rhythm, boundary or support and agree what the coordinator may be told.Mentoring pairFinal ten minutesA pair-owned decision and consented action note
6Complete any support, rematch or close-out, return or remove access, and combine only de-identified themes across several pairs before changing the programme.Mentoring coordinatorWithin fourteen daysA completed pair action and a de-identified programme learning entry

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.
Confirm venue, accessibility, safety, incident, cancellation and follow-up arrangements for the actual audience and setting.
The session becomes an evaluation in which one person rates, blames or diagnoses the other. — Use behaviour-and-impact prompts, prohibit scoring, let either person choose a separate reflection and focus the decision on what the relationship needs next.
A concern requiring formal action is treated as ordinary mentoring feedback and kept within the pair. — Explain the confidentiality limits at the start and move safeguarding, complaint, harassment, safety or serious conduct matters to the authorised route immediately.
Detailed reflection notes are retained and later used for nominations, performance judgements or programme publicity. — Keep only the consented decision and action, prohibit individual ratings and require separate permission for any story, quotation or later use.
A pair chooses rematch or closure but the programme delays, leaving awkward contact or access in place. — Use a fourteen-day service standard, name the coordinator's action and close shared access, meeting expectations and records promptly.
The mentoring programme owner must approve the reflection guide, minimum record, facilitator role, confidentiality limits and response routes before sessions begin.
Reflection is not a substitute for safeguarding, complaint, conduct, grievance or wellbeing processes; matters in those categories must use the authorised route.
No individual scores, detailed conversation notes or mentor-mentee comparisons may be retained or used for roles, recognition, membership decisions or promotion.

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 Mentorship Reflection Sessions. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
Pairs reaching the scheduled reflection point with a clear choice of joint, separate or coordinator-supported format.
Reflections ending in a recorded continue, reset, rematch or close decision rather than an assumed continuation.
Agreed support, rematch or close-out actions completed within fourteen days.
Programme changes based on de-identified themes across multiple pairs, with no individual ratings or private narrative retained.

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

Reflection Session Invitation and Choices

Prepare both people for an honest reflection and give them safe options for how to take part.

Open supporting document
02

Mentorship Reflection Guide

Help a pair discuss learning, trust and practical changes without rating or diagnosing one another.

Open supporting document
03

Mentorship Action and Close-Out Record

Give the coordinator only the information needed to complete the pair's decision and improve the system safely.

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