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E-077 · Theme 2

Purpose Statement Workshop

Use Purpose Statement Workshop to connect members' strengths and interests with worthwhile roles that have clear boundaries.

Where this idea came from

Playbook entry
E-077 · Purpose Statement 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 purpose-led engagement, continuing member value and purpose-limited information use; they are not an endorsement of the named Purpose Statement Workshop initiative or this locally designed delivery model.

Primary references consulted

  • Engaging Younger Professionals: Make Connections (Rotary International)
    Used for: Rotary encourages clubs to ask people what they are passionate about and what they want to see in their community.; Purpose exploration should make room for member ideas rather than simply list current club activities.
  • Deliver Continued Value (Rotary International)
    Used for: Member circumstances and needs evolve, so successful clubs provide new and different ways to remain engaged over time.; A current purpose conversation should lead to a relevant member experience rather than a fixed label.
  • Chapter 6: APP 6 Use or Disclosure of Personal Information (Office of the Australian Information Commissioner)
    Used for: Personal information generally should be used for the purpose for which it was collected unless a valid exception applies.; A private purpose reflection should not automatically become publicity, appraisal or a permanent member record.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Candidate record 50 Purpose Statement Workshop is a literal title match and contributes the broad guided My Rotary Purpose statement and optional read-aloud concept. It does not supply private-by-default, no-publicity, accessible-format, complaint, follow-up, deletion, leader-response 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
  • 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.
  • 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 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

Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.

What could this idea change?

It creates a welcoming reason for people to connect around a shared interest and leave with a clear next step.

It may suit: Members, guests or community participants who would find the topic useful, and the people hosting the activity.

Could this work in our club?

  • Consider Purpose Statement Workshop when willing members are underused, overused or unclear about where they can make a difference.
  • Members who receive several examples and can write, speak, draw, discuss or keep their reflection private.
  • A facilitator able to distinguish purpose from performance, positivity, spirituality, career planning, therapy and club loyalty.
  • Leaders willing to hear de-identified gaps and improve opportunities rather than asking members to fit their statements to existing roles.

Before you start

  • A workshop promise explaining the voluntary, private, current and revisable nature of a purpose statement and prohibiting assessment, publicity and automatic role allocation.
  • A prompt set focused on desired contribution, connection, learning and community outcome, with examples that do not imply one correct kind of Rotary purpose.
  • Accessible individual, paired, spoken, written, visual and no-sharing routes and a facilitator guide for passing, emotion, complaints and support referral.
  • An optional follow-up and de-identified learning plan with explicit permissions, data deletion and a leader response to opportunity gaps.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Purpose Statement Workshop 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

My Current Rotary Purpose Reflection

Help a member form and revise a private statement about what they want Rotary participation to support now.

Open supporting document
02

Purpose Workshop Facilitation Guide

Create a voluntary, accessible reflection space with clear limits and support routes.

Open supporting document
03

Purpose-to-Opportunity Conversation

Connect a member's chosen current purpose to one realistic next step or an honest club response.

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

Event brief

Use this worksheet to plan who the session is for, when it will happen, how people can take part and what happens afterwards.

Open worksheet
02

Registration and follow-up log

Use this worksheet to map each step and keep only the information the club genuinely needs.

Open worksheet
03

Feedback form

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

Open worksheet