E-095 · Theme 2 · Intergenerational & Life Stage Support

Life Stage Check-In Survey

Use Life Stage Check-In Survey to keep participation realistic as members move through different work, family, health and life stages.

What could this idea change?

It gives the club a clearer view of people's experiences before decisions are made, including feedback that informal conversations can miss.

It may suit: Members who may welcome support or renewed contact, and the trusted club members following up.

A simple way to start

  1. Define the club decisions and support offers the survey can inform and remove any question that has no authorised response or requires a private explanation. Who could lead it: Club board sponsor and privacy contact
  2. Draft preference and condition questions, separate anonymous and identified routes and test wording, accessibility and re-identification risk with members. Who could lead it: Survey lead and member reference group
  3. Publish the purpose, choices, confidentiality limits, response timetable and deletion date and provide a private non-survey contact for complex or urgent matters. Who could lead it: Survey lead
  4. Collect responses for a short period, restrict access and acknowledge identified contact or adjustment requests without seeking reasons. Who could lead it: Privacy custodian and response owners
  5. Agree individual operational changes privately and analyse only safely aggregated themes for club-wide design decisions. Who could lead it: Response owners and club board sponsor

What should we look for?

  • After 90 days, review Life Stage Check-In Survey. Look for members choosing workable forms of participation and staying connected without pressure to disclose private circumstances.
  • Every field linked to an authorised club decision or member-requested response.
  • Identified requests acknowledged and closed within the published service standard.
  • Club changes reported through safely aggregated themes with no unnecessary attribution.
  • Raw and identifiable data deleted on schedule and not reused for recognition, leadership or retention scoring.

Before we say yes

  • Does it fit a real local need?
  • Can people take part safely and fairly?
  • Are the facts, permissions and Rotary branding right?
  • Who will lead it, and when will we review it?