E-073 · A 90-day try-out

A club plan for Passion Discovery Workshop

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-073 · Passion Discovery Workshop
Theme
Theme 2: Engagement & Belonging · Subtheme 5: Member Roles & Purpose
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 member engagement, meaningful volunteer roles and privacy-minimal collection; they are not an endorsement of the named Passion Discovery Workshop initiative or this locally designed delivery model.

Primary references consulted

  • Engaging Younger Professionals: Make Connections (Rotary International)
    Used for: Clubs are encouraged to ask people what they care about and what they want to see in their community.; Member interests and strengths should inform opportunities rather than be met only with a list of existing activities.
  • Engage Emerging Leaders (Rotary International)
    Used for: Rotary encourages clubs to ask members about their ideas, passions and ideal service projects and help them find a suitable fit.; Leaders should check in as members take on projects and roles.
  • National Standards for Volunteer Involvement (Volunteering Australia)
    Used for: Volunteer roles should be meaningful, tailored and negotiated with volunteers around their interests and preferred style of participation.; Roles should be defined, supported and reviewed rather than allocated from interest data alone.
  • Chapter 3: APP 3 Collection of Solicited Personal Information (Office of the Australian Information Commissioner)
    Used for: Organisations should collect personal information only where and how it is reasonably necessary, lawful and fair.; A workshop should not collect sensitive or excessive personal detail merely because it may be useful later.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Candidate record 46 Passion-Based Role Discovery provides the related concept of using interest mapping to help members identify a suitable project or role. It is not a literal current-title match and does not supply privacy, accessible reflection, current-opportunity, matching, no-allocation, deletion or governance controls.

Theme 2 source-assurance wave

What has been checked

  • 4 current primary pages used by this guide were reopened on 9 August 2026.
  • 8 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
  • 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.
  • 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.
  • National Standards for Volunteer Involvement
    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: The club's local need, legal position, capability, cost, safety, accessibility, suitability, likely effectiveness, authority to act or approval of the initiative.
  • 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: Members identify contribution options that feel purposeful and sustainable.

2. Our 90-day try-out

What our club will do for Passion Discovery Workshop
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Map current and emerging club opportunities and remove or redesign any role whose purpose, workload, authority, support or access conditions cannot be explained honestly.Member-experience lead and project leadsSix weeks before the workshopA current, decision-ready opportunity map
2Design prompts about causes, preferred activities, people, learning, pace, setting and contribution style, with private formats and no request for explanations of personal constraints.Workshop facilitator and access leadFour weeks before the workshopAn accessible voluntary reflection set
3Publish the workshop promise and choices, train follow-up hosts and set a deletion date for any notes or preferences the member elects to share.Workshop sponsor and data custodianTwo weeks before the workshopAn informed invitation and handling plan
4Facilitate reflection without interpreting people, comparing answers or asking for public commitments, then let each member choose whether to keep, share or discuss their notes.FacilitatorDuring the workshopMember-controlled reflections and optional follow-up requests
5Hold one-to-one matching conversations that test purpose, fit, workload, support and access and offer a small first step, a later contact or an honest no-current-match response.Named follow-up hostsWithin fourteen daysAgreed next steps with review dates
6Delete unneeded personal notes, report only de-identified opportunity gaps and check whether the member's first step delivered the value and support discussed.Member-experience leadWithin six weeksA privacy closeout and opportunity-improvement action

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Check the selected approach against the club's actual needs, capacity and responsibilities 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.
Reflection answers become a permanent profile or are used to assign work without a fresh conversation. — Use a private-by-default worksheet, record only member-approved follow-up details, prohibit automated allocation and delete notes after the purpose ends.
The facilitator interprets interests as personality, capability, commitment or suitability. — Use descriptive prompts, no scoring or labels and member-owned wording, and separate self-reflection from role-specific suitability checks.
The club raises expectations but has no suitable or supported opportunity to offer. — Map opportunities first, give honest no-current-match responses and use de-identified gaps to redesign the club's role mix.
Members feel obliged to disclose private reasons for limited time, travel, physical or digital participation. — Ask only for preferred conditions, provide a private adjustment contact and accept boundaries without diagnosis or justification.
The club sponsor must approve the workshop promise, opportunity map, facilitator, access routes, privacy handling and follow-up process before invitations are issued.
Reflection must be voluntary and private by default and may not affect member standing, recognition, leadership opportunity or workload allocation.
Interest information does not establish suitability for a regulated, screened, financial, governance or safety-critical role.

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 Passion Discovery Workshop. Look for roles being filled by choice, responsibilities being understood and useful work being completed without avoidable overload.
Members able to choose private reflection, optional sharing and no-follow-up routes without pressure.
Follow-up requests receiving an honest conversation and a documented next step, later contact or no-current-match response.
Roles adjusted or created in response to de-identified gaps rather than forcing members into existing vacancies.
Shared preference notes deleted on schedule and never repurposed for member assessment or publicity.

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

Passion and Contribution Reflection

Help each member explore current interests and preferred contribution conditions without creating a scored profile.

Open supporting document
02

Current Club Opportunity Map

Describe real ways to contribute before the club invites members to explore a match.

Open supporting document
03

Member Match Conversation and Follow-up

Turn an optional reflection into one bounded next step with clear support and data closeout.

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

Facilitation guide

Use this worksheet to hold a respectful conversation, hear different views and tell people what happens next.

Open worksheet
02

Reflection guide

Use this worksheet to hear what people experienced and decide what to change next.

Open worksheet
03

Action plan

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

Open worksheet