E-108 · A 90-day try-out

A club plan for Intergenerational Leadership 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-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.

1. Is this worth trying here?

What we hope will change: Use Intergenerational Leadership Workshop to keep participation realistic as members move through different work, family, health and life stages.

2. Our 90-day try-out

What our club will do for Intergenerational Leadership Workshop
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Identify two or three real club leadership situations and define the behaviours and decision the workshop should help improve.Workshop lead and club board sponsorSix weeks before the workshopA decision-linked workshop brief
2Build anonymised scenarios and invite a varied participant group without asking anyone to represent an age cohort.Facilitator and access leadFour weeks before the workshopSafe scenarios and an inclusive participant mix
3Brief participants on the no-stereotype, no-assessment and confidentiality boundaries and offer spoken, written, observer and small-group roles.FacilitatorAt the openingA fair practice environment
4Run each scenario twice using different shared-leadership behaviours, then compare who had information, voice, authority, support and follow-up.Facilitator and scenario teamsDuring the workshopObserved leadership choices and consequences
5Choose a small number of club practices to test, name owners, resources, safeguards and evidence and let participants decline future roles.Club board sponsor and participantsAt the closeA voluntary 90-day practice plan
6Review the trials with affected members, decide what becomes normal practice and delete individual workshop observations and participation notes.Trial owners and club board sponsorAfter 90 daysA club-practice decision and data closeout

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.
The workshop reinforces stereotypes or asks people to speak for a generation. — Invite varied experience, prohibit representation claims and analyse observable club conditions and behaviours.
Scenario performance is used to judge leadership suitability. — Separate the workshop from selection and performance processes and record practices, not participant scores.
Existing leaders dominate the discussion and decisions. — Use equitable roles, written and small-group routes and facilitated airtime and decision checks.
Commitments remain aspirational and no club practice changes. — Tie the workshop to a 90-day trial with an owner, resources, evidence and a board decision date.
The club must approve the workshop decision, scenarios, participant invitation, facilitation, access, trial authority and follow-up before invitation.
No participant represents a generation and workshop activity or observations must not be used for appointment, succession or performance decisions.
Participation and future trial ownership must remain voluntary and must not affect membership standing or opportunity.

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 Intergenerational Leadership Workshop. Look for members choosing workable forms of participation and staying connected without pressure to disclose private circumstances.
Participants across roles and life stages contributing without generational representation or ranking.
Club-specific behaviours selected with owners, support, safeguards and review dates.
Trials showing broader access to information, voice, practice and supported authority.
Appointment and performance processes kept separate and individual workshop notes deleted.

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

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