E-141 · A 90-day try-out

A club plan for Club Values 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-141 · Club Values Workshop
Theme: Theme 2: Engagement & Belonging · Subtheme 9: Club Identity & Culture
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 belonging, listening, club-culture reflection and accessible participation; they are not an endorsement of the named Club Values Workshop or approval of any local value, behaviour, policy or governance decision.

Primary references consulted

Enhancing belonging and engagement at Rotary (Rotary International)
Used for: Rotary connects belonging and engagement with environments in which people feel welcomed, respected and valued.
Engaging younger professionals to enhance your club's culture (Rotary International)
Used for: Rotary encourages clubs to examine culture and operations, listen to members and consider changes that improve participation and value.
Hosting accessible and inclusive in-person meetings and events (Australian Human Rights Commission)
Used for: Inclusive meetings require advance planning for communication, materials, venue access, participation and other adjustments.

Candidate District material consulted

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

Club Playbook - Theme 2
Candidate record 83 Club Values Co-Creation Session provides a closely related values-development concept. It is not a literal current-title match and does not supply the present evidence, independence, accessibility, complaint-transfer, decision, accountability or review 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

Enhancing Belonging and Engagement at Rotary
Supports: Belonging, accessibility, respectful participation and equitable access principles for renewal and club experience.
Does not establish: That a particular meeting model, membership pathway, leadership process or club culture is inclusive without testing with affected people.
Enhance Your Club's Culture
Supports: Member-centred culture review, barrier reduction, flexibility, mentoring and practical conversation about club renewal.
Does not establish: That every suggested action suits the club, that the page diagnoses the club or that a proposed cultural change has member support or governing approval.
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

The board must approve the question, decision scope, evidence boundary, facilitator, accessibility, concern route, response and review timetable.
The workshop cannot override law, Rotary requirements, formal policy, safeguarding or complaint processes.
Identifiable complaints and allegations must not be explored or resolved in the group session.
Adopted commitments require normal club decisions, named owners, resources and transparent follow-up.

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 Club Values Workshop to turn the club's stated values into everyday habits that members can recognise and uphold.

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 Club Values Workshop
Step	What we will do	Who could lead it	Our date	How we will know it is done
1	Approve the question, evidence, decision boundaries, facilitator independence, accessibility, concern route and board response date.	Club board sponsor	Six weeks before the workshop	A governed workshop brief
2	Prepare a de-identified culture evidence summary and invite members to contribute before, during or after the session through accessible formats.	Evidence and accessibility leads	Four weeks before the workshop	A shared evidence base and participation plan
3	Use real club moments to explore what people should see, hear and be able to do when each proposed value is alive, absent or in tension with another value.	Facilitator	Workshop part one	Behavioural examples and tensions
4	Group and test proposed behaviours for clarity, equity, accessibility, cultural safety and practical control, preserving minority views and matters requiring formal action.	Facilitator and participants	Workshop part two	A tested shortlist of commitments
5	Choose a small set of changes, owners, resources, measures and review dates through the club's normal decision process and explain what was not adopted and why.	Club board	Within two club meetings	An accountable values action plan
6	Apply the commitments in meetings and projects, gather varied feedback, act on breaches through the proper route and report evidence and next changes to members.	Club president and action owners	Monthly for six months	Visible behaviour change and review evidence

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.
Confirm venue, accessibility, safety, incident, cancellation and follow-up arrangements for the actual audience and setting.
Prominent voices define the club's values for everyone. — Use several contribution formats, independent facilitation, structured turn-taking and an explicit record of missing and minority perspectives.
The workshop invites disclosure of complaints that cannot be handled safely in the room. — Set the boundary in advance, provide a private authorised route and stop discussion of identifiable cases or allegations.
Values remain abstract and leaders avoid difficult operational changes. — Require observable behaviours, decisions, owners, resources, dates and a public response through normal governance.
A locally preferred value conflicts with law, Rotary obligations or equitable access. — Screen commitments against non-negotiable obligations and subject any policy change to separate authorised review.
The board must approve the question, decision scope, evidence boundary, facilitator, accessibility, concern route, response and review timetable.
The workshop cannot override law, Rotary requirements, formal policy, safeguarding or complaint processes.
Identifiable complaints and allegations must not be explored or resolved in the group session.

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 Club Values Workshop. Look for members being able to describe the club's shared character and for agreed behaviours appearing consistently in meetings, service and decisions.
Participation evidence showing multiple tenure, role and access perspectives, with known gaps stated rather than hidden.
Each adopted value expressed as observable behaviour, a named change, owner, resource and review date.
Members reporting improvement in selected club moments such as welcome, voice, disagreement, decisions or access.
Board reports showing what changed, what did not, why, and how concerns and breaches were handled outside the workshop.

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.

Club Values Evidence and Listening Brief

Give the workshop a de-identified view of current culture and known participation gaps.

Open supporting document

Accessible Values Workshop Plan

Create several safe and useful ways for members to take part.

Open supporting document

Values-to-Behaviour Decision Sheet

Translate values into observable commitments and accountable choices.

Open supporting document

Values Action and Review Record

Track whether adopted commitments alter members' experience over time.

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.

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

Registration and follow-up log

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

Open worksheet

Feedback form

Use this worksheet to hear what people experienced and decide what to change next.

Open worksheet