E-077 · A 90-day try-out

A club plan for Purpose Statement 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-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.

1. Is this worth trying here?

What we hope will change: Use Purpose Statement Workshop to connect members' strengths and interests with worthwhile roles that have clear boundaries.

2. Our 90-day try-out

What our club will do for Purpose Statement Workshop
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Define the practical decision the reflection should support and write the privacy, no-publicity, pass, correction and deletion promise.Workshop sponsor and data custodianFive weeks before the workshopA bounded workshop purpose and participant promise
2Develop and test prompts across different member experiences, removing wording that assumes a heroic, public, professional or unchanging purpose.Facilitator and member-experience reviewersThree weeks before the workshopAn inclusive prompt and example set
3Invite members with the exact use and choices, prepare accessible formats and brief the facilitator on private support and complaint boundaries.Participant liaison and access leadTwo weeks before the workshopAn informed invitation and ready facilitation plan
4Guide reflection in small stages, let members revise or reject the sentence and ask each person to choose private retention, a follow-up conversation or voluntary sharing.FacilitatorDuring the workshopMember-owned statements and optional next choices
5Hold requested conversations about one current participation choice and record only what the member agrees is needed to arrange it.Member-experience leadWithin fourteen daysA purpose-linked next step or honest gap response
6Delete unneeded statements and notes, report only safe de-identified themes and tell members what opportunity improvement the club will make or investigate.Workshop sponsorWithin thirty daysA privacy closeout and club response

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.
Members feel pressure to produce an uplifting public why or disclose private beliefs and experiences. — Use varied neutral examples, private-by-default formats, pass and discard choices and no public read-aloud expectation.
A purpose statement is treated as permanent evidence of commitment, suitability or promised volunteer effort. — Label it current and revisable, prohibit assessment and allocation and require a fresh role conversation.
The workshop surfaces distress, complaint or unmet need the facilitator is not equipped to handle. — Set boundaries, provide pause and private referral routes and move complaints or support matters to the appropriate process.
Leaders collect inspiring statements but make no change to the member experience. — Define a leader response date, use only safe de-identified themes and report what will change, be explored or cannot be offered.
The club sponsor must approve the purpose, prompts, facilitator, access, privacy, complaint and support routes, follow-up and leader-response plan before invitations.
Members may keep, change, discard or decline a statement and may not be assessed or allocated work from it.
Statements and identifiable themes must not be used for recruitment, publicity, appraisal or leadership defence without a new specific member decision.

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 Purpose Statement Workshop. Look for roles being filled by choice, responsibilities being understood and useful work being completed without avoidable overload.
Members choosing private, follow-up, voluntary sharing or pass routes without pressure.
Requested follow-up conversations resulting in one realistic step, later contact or honest opportunity-gap response.
No individual statement used for publicity, appraisal, role allocation or leadership assessment without a new specific decision.
The club communicating at least one evidence-based keep, change or investigate response to de-identified learning.

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

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