E-133 · Detailed guide · Theme 2

Alumni Mentoring Network

Use Alumni Mentoring Network to offer former members a respectful way to reconnect without assuming that they want to rejoin.

Where this idea came from

Playbook entry
E-133 · Alumni Mentoring Network
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 useful introductions, mentoring, changing participation and minimum information collection; they are not an endorsement of the named Alumni Mentoring Network or authority for any mentor, mentee, match or advice.

Primary references consulted

  • Engage Emerging Leaders (Rotary International)
    Used for: Rotary encourages clubs to learn what inspires people, make useful introductions and check in as they take part.
  • Deliver Continued Value (Rotary International)
    Used for: Rotary identifies mentoring, skill-building and cross-generational connection as ways to provide value as people's circumstances evolve.
  • Chapter 3: APP 3 Collection of Solicited Personal Information (Office of the Australian Information Commissioner)
    Used for: Personal-information collection should be fair, proportionate and limited to what is reasonably necessary where the Australian Privacy Principles apply.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Candidate records 11 Member Mentoring Circles, 13 Skills Matchmaker Quiz, 54 Rotarian Speaker Exchange, 80 Where Are They Now Series and 81 Project-Only Participation for Alumni provide related mentoring, skill, alumni and flexible-participation concepts. None is a literal current-title match or supplies alumni contact, reciprocal choice, conflict, advice, rematch, concern 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.
  • 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.
  • Chapter 3: APP 3 Collection of solicited personal information
    Supports: Data-minimisation, collection-purpose, proportionality and consent safeguards where the Privacy Act and APP 3 apply.
    Does not establish: Whether a particular Rotary club is an APP entity or whether a proposed renewal survey, diagnostic or member record is lawful in its 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.

Why a club might use this

It helps knowledge, confidence and encouragement move between members instead of resting with a few people.

It may suit: Former or less-connected members, and the club members reaching out to them.

Use it when

  • Consider Alumni Mentoring Network when past members may value news, friendship or a limited service opportunity but have not been offered a suitable route back.
  • A specific, time-bounded development goal that can be discussed without confidential club, beneficiary, employment, health, legal or financial information.
  • Mentors and mentees who choose the match, communication format, topics, frequency, support and finish date and can request a rematch or stop without penalty.
  • A network coordinator able to check conflicts, explain limits, respond to concerns and close contact details and notes after the relationship.

Before the club starts

  • A board-approved network charter covering purpose, eligibility, contact authority, reciprocal choice, conflicts, conduct, advice limits, privacy, concerns, rematching and closeout.
  • A current mentor expression-of-interest that collects only chosen expertise, boundaries, availability, access needs and contact permissions and states non-membership status clearly.
  • A mentee or project request describing one goal, desired support, communication needs and unsuitable pairings without requiring sensitive personal disclosure.
  • A written match agreement, named coordinator, private concern route, scheduled check-in, end date and process to delete working profiles, messages and notes.

Capacity guide

Likely cost
Low; mainly personal contact, event access and simple alumni communications.
Lead time
About three weeks to check records, prepare options and make first contact.
People
Three to five people, including a records contact, connector and relevant activity hosts.

A useful club conversation

Questions worth asking

  1. Is mentoring the right response, or does this need an authorised adviser, trainer, supervisor or complaint process?
  2. What must each person know before choosing the match, and what information can remain private?
  3. How will both people end or change the relationship without affecting reputation, opportunity or membership?

Common traps

  • Trying Alumni Mentoring Network when Professional advice, counselling, employment placement, performance management, succession selection, safeguarding supervision or an informal route to board influence.
  • Proceeding with Alumni Mentoring Network when Matching from old occupation records, publishing mentor details, assigning mentors by age or status or contacting former members without an authorised opt-in route.
  • Private discussion or contact details spread beyond the pair. — Share the minimum, agree confidentiality limits, keep coordinator records sparse and transfer serious matters through the authorised route.

A practical 90-day path

Three milestones for Alumni Mentoring Network
WhenWhat the club doesEvidence to keep
Days 1–30: Agree the local designApprove the mentoring purpose, eligible goals, advice and authority limits, contact basis, conflicts, support, concern, rematch and deletion rules. Invite former members through an authorised route to choose expertise, topics, limits, availability, format, access needs and whether they want one match or future invitations.A controlled alumni mentoring charter Current voluntary mentor profiles
Days 31–60: Run and adjust the first versionReceive a goal-led request from each mentee or project lead and screen topic, conflicts, safety, professional-advice and information-sharing boundaries before proposing a match. Offer a proposed match privately to both people, disclose only the minimum, allow either to decline and agree goal, format, frequency, boundaries, support and finish date.An eligible mentoring request A reciprocal match agreement
Days 61–90: Review the evidence and decideCheck in separately with both people, resolve access or boundary issues, rematch or close when needed and transfer any professional, complaint or safeguarding matter appropriately. Close the agreed goal, record only de-identified learning, delete profiles and working notes, confirm future-contact choices and review match equity and recurring unmet needs.A supported and safe match A complete relationship and data closeout

Fit it to the club you have

Small club

Use one coordinator and occasional matches, draw on neighbouring clubs or district networks where local conflicts are unavoidable and never treat personal familiarity as consent.

Larger club

Use topic categories, conflict screening, capped mentor availability and a central check-in and expiry register rather than an open directory.

Regional or rural club

Offer telephone and low-bandwidth formats, protect privacy where professional and family networks overlap and use an independent coordinator when needed.

Metropolitan, hybrid or online club

Provide accessible platforms and dial-in alternatives, prohibit automatic recording and account sharing and allow participants to keep personal contact details private.

Learn, adapt and know when to stop

Evidence worth keeping

  • Matches beginning with reciprocal choice, one clear goal, documented limits, support and an end date.
  • Both participants reporting useful progress and the ability to change or stop without pressure.
  • Concerns, conflicts, access needs and rematch requests addressed within the published service standard.

Change course when

  • A mentoring relationship drifts into professional advice or a power-bearing club role. — Use a defined goal and advice boundary, refer specialist matters and prohibit assessment, appointment influence, employment promise and reserved decisions.
  • A former member is matched from stale career or personal information. — Collect a new voluntary minimum profile, use it only for the agreed network and delete or refresh it on schedule.
  • A participant feels unable to decline, rematch or end the relationship. — Obtain separate private agreement, provide coordinator-led rematching and state that every choice has no club, project or membership consequence.

How to put it into practice

Detailed implementation steps for Alumni Mentoring Network
StepActionSuggested ownerTimingEvidence or output
1Approve the mentoring purpose, eligible goals, advice and authority limits, contact basis, conflicts, support, concern, rematch and deletion rules.Network lead and club board sponsorEight weeks before launchA controlled alumni mentoring charter
2Invite former members through an authorised route to choose expertise, topics, limits, availability, format, access needs and whether they want one match or future invitations.Authorised alumni contactSix weeks before matchingCurrent voluntary mentor profiles
3Receive a goal-led request from each mentee or project lead and screen topic, conflicts, safety, professional-advice and information-sharing boundaries before proposing a match.Network coordinatorAt each requestAn eligible mentoring request
4Offer a proposed match privately to both people, disclose only the minimum, allow either to decline and agree goal, format, frequency, boundaries, support and finish date.Network coordinator and matched pairBefore introductionsA reciprocal match agreement
5Check in separately with both people, resolve access or boundary issues, rematch or close when needed and transfer any professional, complaint or safeguarding matter appropriately.Network coordinatorAfter the first meeting and midwayA supported and safe match
6Close the agreed goal, record only de-identified learning, delete profiles and working notes, confirm future-contact choices and review match equity and recurring unmet needs.Network lead and board sponsorAt the agreed endA complete relationship and data closeout

Controls and safeguards

  • 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.
  • A mentoring relationship drifts into professional advice or a power-bearing club role. — Use a defined goal and advice boundary, refer specialist matters and prohibit assessment, appointment influence, employment promise and reserved decisions.
  • A former member is matched from stale career or personal information. — Collect a new voluntary minimum profile, use it only for the agreed network and delete or refresh it on schedule.
  • A participant feels unable to decline, rematch or end the relationship. — Obtain separate private agreement, provide coordinator-led rematching and state that every choice has no club, project or membership consequence.
  • Private discussion or contact details spread beyond the pair. — Share the minimum, agree confidentiality limits, keep coordinator records sparse and transfer serious matters through the authorised route.
  • The board must approve the network charter, contact basis, eligible goals, advice limits, conflicts, privacy, concerns, rematching and closeout.
  • Mentor participation cannot confer membership, employment, professional engagement, leadership authority or influence over appointments and assessment.
  • Both people must choose the match and may decline, rematch or stop without consequence.
  • Specialist advice, complaints, safeguarding and serious conflict must leave the mentoring pathway and be handled by an authorised person or service.

What to measure

  • After 90 days, review Alumni Mentoring Network. Look for respectful reconnections made with consent, chosen next steps and follow-up that honours people who decline further contact.
  • Matches beginning with reciprocal choice, one clear goal, documented limits, support and an end date.
  • Both participants reporting useful progress and the ability to change or stop without pressure.
  • Concerns, conflicts, access needs and rematch requests addressed within the published service standard.
  • No professional-advice, employment, appointment or membership promise and all temporary profiles and notes closed on time.

Follow-up: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Alumni Mentoring Network 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

Alumni Mentoring Network Charter

Define a voluntary development network without creating professional or club authority.

Open supporting document
02

Mentor Profile, Request and Match Check

Use current minimum information to propose a suitable and conflict-aware match.

Open supporting document
03

Mentoring Agreement, Check-In and Closeout

Support one relationship from introduction to a clean ending.

Open supporting document

Related playbook entries

  • E-132
  • E-134

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.