E-067 · A 90-day try-out

A club plan for Team Challenge Month

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-067 · Team Challenge Month
Theme: Theme 2: Engagement & Belonging · Subtheme 4: Social Connection & Bonding
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 Rotary connection, belonging and purpose-limited use of personal information; they are not an endorsement of the named Team Challenge Month initiative or this locally designed delivery model.

Primary references consulted

Our Clubs (Rotary International)
Used for: Rotary clubs connect people through friendship, service and opportunities to contribute.; A club activity should support meaningful connection rather than reduce membership to a score.
Enhancing Belonging and Engagement at Rotary (Rotary International)
Used for: Rotary seeks environments in which people are respected, supported and able to contribute.; Participation design should recognise different circumstances and remove avoidable barriers.
Chapter 6: APP 6 Use or Disclosure of Personal Information (Office of the Australian Information Commissioner)
Used for: Personal information generally should be used only for the purpose for which it was collected unless a valid exception applies.; A social challenge does not justify repurposing individual participation information for publicity or member assessment.

Candidate District material consulted

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

Club Playbook - Theme 2
Candidate record 43 Team Challenge Month is a literal title match and contributes the broad month-long team challenge idea using service hours, walking distance or photo bingo. It does not supply equivalent contribution routes, privacy minimisation, safety limits, scoring caps, impact-verification or governance controls.

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

Our Clubs
Supports: The 21 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.
Enhancing Belonging and Engagement at Rotary
Supports: Belonging, accessibility, respectful participation and equitable access principles for renewal and club experience.
Does not establish: That a particular meeting model, membership pathway, leadership process or club culture is inclusive without testing with affected people.
Chapter 6: APP 6 Use or Disclosure of Personal Information
Supports: The 21 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 board must approve the charter, activities, scoring, access, safety, insurance, privacy, communications and impact-claim boundaries before launch.
Participation must be voluntary and may not affect member standing, recognition, leadership opportunity or access to club activities.
Health, disability, precise-location, expenditure and personal productivity information must not be collected merely to administer the challenge.
Any service, fundraising or community-impact statement must be verified separately from the social challenge tally before publication.

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 Team Challenge Month to create genuine friendships and informal connections beyond the formal meeting agenda.

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 Team Challenge Month
Step	What we will do	Who could lead it	Our date	How we will know it is done
1	Ask members what kinds of connection would be enjoyable and accessible, then choose one modest social outcome and several equivalent contribution categories.	Challenge sponsor and member-experience lead	Eight weeks before the month	A member-informed challenge purpose and participation map
2	Draft the charter, team method, scoring cap, privacy position, safety boundaries, adjustment route and clear distinction between activity tallies and verified Rotary impact.	Challenge coordinator and governance lead	Six weeks before the month	An approved challenge charter and data plan
3	Test every suggested activity with members of different abilities, schedules, locations and digital access, replacing options that are costly, unsafe or difficult to adapt.	Access and safety leads	Four weeks before the month	A tested activity menu with equivalent alternatives
4	Form balanced teams without publishing personal profiles, brief team contacts and let each participant choose a contribution, support or ordinary-attendance route.	Team liaison	Two weeks before the month	Consent-based teams and private adjustment choices
5	Share weekly team totals and stories only within the agreed scope, check workload and access, stop unsafe activity and prevent competitive pressure or exaggerated service claims.	Challenge coordinator and team contacts	During the month	A moderated progress record and issue log
6	Close with a short social celebration, recognise varied contributions, delete unnecessary individual data and decide whether the challenge improved connection enough to repeat.	Club president and evaluation lead	Within seven days of completion	A collective celebration and evidence-based repeat decision

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.
Collect only necessary data, state its purpose and retention, restrict access and provide a practical correction or withdrawal route.
A movement or hours challenge excludes members or pressures them to disclose health, disability, work or caring circumstances. — Offer equivalent non-physical and private routes, cap contributions, collect no diagnosis or explanation and make passing or changing category ordinary.
Members take unsafe, unsupervised or excessive action to improve a team score. — Pre-approve low-risk options, set daily and monthly caps, publish stop conditions and require activity-specific safety or partner approval where needed.
Public rankings embarrass individuals or reward members with more time, money, mobility or digital access. — Use balanced teams, category completion and collective milestones, prohibit individual leaderboards and recognise support and care work equally.
Self-reported activity is presented as verified volunteer hours, fundraising or community impact. — Label the tally as a social challenge measure, separate it from official service reporting and verify any public impact claim through the usual club process.
The club board must approve the charter, activities, scoring, access, safety, insurance, privacy, communications and impact-claim boundaries before launch.
Participation must be voluntary and may not affect member standing, recognition, leadership opportunity or access to club activities.
Health, disability, precise-location, expenditure and personal productivity information must not be collected merely to administer the challenge.

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 Team Challenge Month. Look for repeat participation, new connections across existing groups and members choosing to organise the next activity together.
Participation distributed across several contribution categories rather than concentrated in one physical or time-intensive activity.
Members reporting at least one new or stronger connection across usual club groups.
No health, precise-location, expenditure or unnecessary individual performance data retained after the challenge.
Access, safety, workload and competitive-pressure issues resolved promptly and reflected in the repeat decision.

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.

Team Challenge Charter and Activity Menu

Define a fair, safe and socially useful month before members are invited.

Open supporting document

Privacy-Minimal Team Progress Tracker

Record enough team progress to host the challenge without creating personal performance profiles.

Open supporting document

Challenge Closeout and Connection Review

Recognise varied participation and decide from evidence whether the format should continue.

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.

Content template

Use this worksheet to prepare clear messages and check the facts, permissions and approval before sharing them.

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.

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Response 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

Safety and approval check

Use this worksheet to notice problems early, make the idea safer and know who needs to say yes or help.

Open worksheet