E-131 · A 90-day try-out

A club plan for Project-Only Alumni Participation

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-131 · Project-Only Alumni Participation
Theme
Theme 2: Engagement & Belonging · Subtheme 8: Past Member Re-Engagement
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 community-led service, meaningful supported volunteering and purpose-limited information use; they are not an endorsement of the named Project-Only Alumni Participation initiative or authority for any role, person, partner or membership status.

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 81 Project-Only Participation for Alumni provides the closely related flexible project-only service concept. The current title uses a different word order and is not treated as a literal match; the record does not supply a participation charter, reserved-role, partner, clearance, access, supervision, complaint, membership-separation or closeout control.

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
  • Rotary Community Corps
    Supports: The 11 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

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: The club regains experienced contributors through flexible, small and clearly limited participation.

2. Our 90-day try-out

What our club will do for Project-Only Alumni Participation
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Approve the project-only participation charter, including non-membership status, role limits, volunteer rights, conduct, information use, complaints and review.Club board sponsor and volunteer leadBefore listing opportunitiesA controlled participation pathway
2Ask each partner and project lead which roles can genuinely support occasional volunteers and document purpose, conditions, clearance, supervision and expiry.Project and partner leadsAt project planningApproved project-only role cards
3Publish current opportunities through an accessible, low-pressure route with complete conditions, an enquiry contact and no implication of membership entitlement or preference.Volunteer coordinatorOnly while roles are openAn accurate opportunity register
4Match each interested person to one role, complete required checks and adjustments and confirm in writing the task, authority, information access, support and finish date.Volunteer coordinator and task supervisorBefore participationA cleared project placement
5Induct, supervise and support the volunteer under the same project standards as others, record changes and incidents and prevent role drift into reserved or unapproved work.Task supervisor and partner leadDuring the projectSafe and bounded participation
6Confirm the task outcome, thank the person privately or as chosen, remove access, return assets, close records and ask separately whether they want future opportunity notices.Volunteer coordinatorWithin ten club days of completionA complete project and contact closeout

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Check the selected approach against the club's actual needs, capacity and responsibilities before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
A shadow membership category develops with unclear rights and obligations. — State the non-membership boundary, approve project-specific roles and prohibit voting, office, general access and representation unless separately authorised.
Known former members receive lighter checks than other volunteers. — Use one role-based clearance and supervision standard and record every approved exception through the authorised process.
A volunteer's role expands into restricted information, systems or beneficiary contact. — Use least privilege, written task limits, supervisor approval for changes and immediate access removal at completion.
Project participation triggers repeated invitations or membership pursuit. — Ask separately about future notices, record no-contact choices and close the person's project record without inferring broader interest.
The board must approve the participation charter, role limits, volunteer standards, information use, complaints, incidents and review.
Project-only participation cannot confer membership, office, voting, representation, general system access or an exemption from any role requirement.
Every role requires current partner authority, complete conditions, project-specific clearance, supervision and a finish date.
Media, future opportunity notices and membership discussions require separate choices and cannot be inferred from participation.

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 Project-Only Alumni Participation. Look for respectful reconnections made with consent, chosen next steps and follow-up that honours people who decline further contact.
Open roles carrying current partner, commitment, access, screening, safety, support and expiry information.
Project-only volunteers completing required checks and receiving a written role and named supervisor before access or work.
Partner-confirmed useful contributions without unapproved authority, data access, representation or unresolved incident.
Project access, assets, personal data and later-contact choices closed by the stated date.

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

Project-Only Participation Charter

Define a fair volunteer pathway without creating informal membership rights or exemptions.

Open supporting document
02

Alumni Project Role and Clearance Card

Tell a volunteer exactly what one project requires and permits.

Open supporting document
03

Project-Only Volunteer Closeout

Finish the contribution, access and relationship cleanly after each project.

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

Participation plan

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

Open worksheet
02

Outreach scripts

Use this worksheet to prepare clear messages and check the facts, permissions and approval before sharing them.

Open worksheet
03

Role menu

Use this worksheet to decide who will do each job, who can step in and what needs to be handed over.

Open worksheet