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E-108 · Theme 2

Intergenerational Leadership Workshop

Use Intergenerational Leadership Workshop to keep participation realistic as members move through different work, family, health and life stages.

Where this idea came from

Playbook entry
E-108 · Intergenerational Leadership Workshop
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 emerging leadership, supported volunteering and accessible participation; they are not an endorsement of the named Intergenerational Leadership Workshop and do not determine club appointments or succession decisions.

Primary references consulted

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Candidate record 56 Generations in Rotary Panel Night, record 29 Intercultural Leadership Pathways and record 13 Skills Matchmaker Quiz provide related cross-generational, supported-leadership and skills concepts. None is a literal current-title match or supplies scenario practice, no-assessment, equitable participation, 90-day trials or data-closeout 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
  • 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.
  • Hosting accessible and inclusive in-person meetings and events
    Supports: The 71 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: Accessibility or inclusion conformance, the needs or preferences of any person or community, cultural authority to act, the suitability of a format or venue, or local approval.

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 makes follow-up more caring and consistent, while leaving people in control of how they respond.

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

Could this work in our club?

  • Consider Intergenerational Leadership Workshop when fixed expectations are making it difficult for members at different life stages to stay involved.
  • Members who opt in across different life stages, tenures and current roles and are willing to learn from scenarios rather than defend a generational position.
  • A club ready to test practical changes such as rotating facilitation, accessible decision information, paired project leadership, feedback loops and supported first leadership experiences.
  • Facilitators able to create equitable participation, interrupt stereotypes and keep workshop learning separate from appointments and performance decisions.

Before you start

  • A workshop brief naming the club situations to improve, behaviours to practice, excluded selection and assessment uses and the 90-day decision the club will make.
  • A varied invitation process based on roles, experience and interest rather than fixed generational quotas, with access and participation choices.
  • Club-specific scenarios stripped of names and private details and designed so several leadership responses can be tested safely.
  • A board sponsor, trial owners, a feedback route and a commitment that workshop notes will not be used in appointments or performance decisions.

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 Intergenerational Leadership 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

Intergenerational Leadership Workshop Design Brief

Tie the workshop to real club decisions and keep it separate from assessment and selection.

Open supporting document
02

Shared Leadership Scenario and Reflection Sheet

Compare practical leadership behaviours without scoring participants.

Open supporting document
03

Workshop Commitments and Follow-Up Register

Turn learning into supported trials and a transparent club decision.

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