E-098 · A 90-day try-out

A club plan for Member Life Transition Kit

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-098 · Member Life Transition Kit
Theme: Theme 2: Engagement & Belonging · Subtheme 6: Intergenerational & Life Stage Support
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 continued Rotary member value, respectful volunteer support and purpose-limited information use; they are not an endorsement of the named Member Life Transition Kit initiative or this locally designed delivery model.

Primary references consulted

Engaging Younger Professionals: Deliver Continued Value (Rotary International)
Used for: Clubs can continue listening, adapt opportunities and sustain meaningful member value over time.
National Standards for Volunteer Involvement (Volunteering Australia)
Used for: Volunteer involvement should be respectful, inclusive, supported and responsive to changing circumstances.
Chapter 6: APP 6 Use or Disclosure of Personal Information (Office of the Australian Information Commissioner)
Used for: Personal information should not be reused or disclosed beyond the understood purpose without an applicable basis.

Candidate District material consulted

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

Club Playbook - Theme 2
Candidate record 63 Transitions Support Kit provides the related concept of a small pack, club updates or thinking-of-you message for members taking a break. It is not a literal current-title match and does not supply member-initiated contact, no-reason, no-contact, professional-boundary, address-privacy, flexible-pathway or deletion controls.

Theme 2 source-assurance wave

What has been checked

3 current primary pages used by this guide were reopened on 9 August 2026.
3 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

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.
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 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 must approve the choice menu, member-confirmation process, information access, professional boundaries, referral route and deletion schedule.
No member must disclose a reason or accept contact, a gift, updates or a return pathway.
The kit cannot provide counselling, personal care, crisis response, financial or legal advice or specialist support.
Transition choices must not affect member standing and private notes must be deleted at review or closure.

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 Member Life Transition Kit to keep participation realistic as members move through different work, family, health and life stages.

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 Member Life Transition Kit
Step	What we will do	Who could lead it	Our date	How we will know it is done
1	Review the club's genuine pause, flexible-participation and return options and remove promises the club cannot sustain.	Member-experience lead and club secretary	Before offering the kit	A current transition-options menu
2	Ask the member whether they want the conversation and explain that no reason or evidence is required and no-contact is an acceptable choice.	Member-selected contact	When a change is raised	Permission to continue or a recorded no-contact choice
3	Offer contact, update, contribution, administrative and return choices in spoken, written or accessible formats and let the member select only what fits.	Member-selected contact	During the transition conversation	Member-controlled preferences and next step
4	Provide only the selected information or small physical item, checking affordability, address privacy, cultural fit and whether a gift is actually wanted.	Transition coordinator	Within seven days	A bounded and wanted transition kit
5	Use the agreed contact rhythm, do not interpret silence as consent to continue and update, pause or stop contact whenever the member asks.	Named club contact	During the selected period	Respectful, preference-led connection
6	At the review date, offer return, change, continue or close choices, update administrative records through the proper process and delete transition notes no longer needed.	Named contact and club secretary	At the member-selected review date	A clear pathway and data closeout

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.
The club infers a transition or contacts a member repeatedly without permission. — Require member confirmation, record contact choices and treat silence as no new permission.
A caring conversation becomes intrusive or crosses into professional advice or crisis response. — Use a boundary guide, ask what practical club contact is wanted and refer urgent or specialist needs appropriately.
Gifts, messages or updates disclose private circumstances to others. — Check each item and delivery method with the member and avoid labels or public explanations.
Transition data remains in informal notes or is used to assess commitment. — Keep a minimal restricted record, prohibit assessment use and delete notes at the agreed review or closure.
The club must approve the choice menu, member-confirmation process, information access, professional boundaries, referral route and deletion schedule.
No member must disclose a reason or accept contact, a gift, updates or a return pathway.
The kit cannot provide counselling, personal care, crisis response, financial or legal advice or specialist support.
Transition choices must not affect member standing and private notes must be deleted at review or closure.

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 Member Life Transition Kit. Look for members choosing workable forms of participation and staying connected without pressure to disclose private circumstances.
Members explicitly choosing contact, update, contribution, return or no-contact options.
Agreed contact rhythm followed and changed promptly when requested.
Flexible pathways offered honestly without pressure or collection of private reasons.
Transition notes deleted and administrative records updated through the proper process at closure.

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.

Member Transition Options Menu

Describe real choices without asking why participation is changing.

Open supporting document

Transition Contact and Boundary Record

Keep only the member-approved information needed to respect contact choices.

Open supporting document

Pause, Return or Close Conversation

Help the member choose the next pathway without pressure.

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.

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

Conversation guide

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

Open worksheet

Contact register

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

Open worksheet