E-158 · A 90-day try-out

A club plan for Quarterly Club Forum

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-158 · Quarterly Club Forum
Theme
Theme 2: Engagement & Belonging · Subtheme 10: Feedback, Voice & Improvement
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 member dialogue, accessible participation and responsible meeting and decision boundaries; they are not an endorsement of the named Quarterly Club Forum or authority for participants to make, replace or pre-empt a formal club decision.

Primary references consulted

  • Engage emerging leaders (Rotary International)
    Used for: Rotary encourages clubs to ask current, former and longstanding members what they want and to build trust and respect through member input.
  • Hosting accessible and inclusive in-person meetings and events (Australian Human Rights Commission)
    Used for: Inclusive meetings require accessible venues, invitations, adjustments, communications, technology, materials and participation arrangements.
  • Holding meetings (Australian Charities and Not-for-profits Commission)
    Used for: Meeting purpose, agenda, attendance authority, quorum, records, decisions and actions must be distinguished according to the governing rules; the guidance is adapted proportionately and does not make a club forum a formal governing meeting.

Candidate District material consulted

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

  • Club Playbook - Theme 2
    Direct connected-Drive inspection on 9 August 2026 confirmed candidate record 96 Quarterly Club Forum Night: a quarterly open town hall for suggestions, concerns and ideas with rotating facilitation. It is not a literal current-title match and does not supply decision authority, advance evidence, access, safe participation, private referral, balanced synthesis or board-response 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.
  • 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.
  • Holding meetings
    Supports: The 2 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 a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.

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: Members can influence priorities and see how leaders respond.

2. Our 90-day try-out

What our club will do for Quarterly Club Forum
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Choose no more than three questions whose answers could affect a real decision, document what has and has not been decided and identify people whose experience is missing.Board sponsor and forum designerFour weeks before the forumA forum purpose and influence brief
2Invite members through accessible channels, supply balanced background material, ask about adjustments and collect advance questions and written input without making attendance the price of influence.Access and communications leadThree weeks before the forumAn accessible invitation, evidence pack and contribution register
3Prepare a timed run sheet using short evidence briefings, silent reflection, pairs or small groups, plenary questions and explicit referral rules for private, urgent or out-of-scope matters.Facilitator and safeguarding contactOne week before the forumA tested forum run sheet and safe-participation plan
4Run the forum with clear ground rules, equal ways to contribute, transparent timekeeping, visible question capture and no assumption that applause, volume or a show of hands settles the issue.Neutral facilitatorForum nightA structured dialogue and controlled theme record
5Check the record against written and non-attendee input, separate facts from views, preserve important disagreement and send private matters to the responsible route before preparing the board brief.Recorder and independent checkerWithin five daysA balanced forum findings brief
6Publish what the board heard, what it decided or will consider, the reasons, actions, unanswered questions and next update, then review participation and follow-through before the next quarter.Board sponsorWithin 21 daysA board response and action update

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.
Confirm venue, accessibility, safety, incident, cancellation and follow-up arrangements for the actual audience and setting.
The forum is presented as consultation even though participants cannot influence the outcome. — Publish the decision status and influence boundary in advance and cancel or redesign the session if there is no honest question to consider.
Confident or senior members dominate and the meeting is mistaken for the whole membership view. — Use structured small-group and silent methods, accept input outside the room and report participation limits and minority views.
A personal complaint, safeguarding matter or confidential issue is debated publicly. — State the private routes, interrupt unsafe discussion, record only the referral and transfer the matter to an authorised person.
The board receives a vague summary and members never learn what changed. — Use a controlled findings and response register with questions, evidence, decisions, reasons, owners and update dates.
The board must approve each forum question, decision and influence boundary, evidence pack, facilitator, privacy and referral arrangements and response date.
A forum does not replace a board meeting, general meeting, vote, complaint pathway, disciplinary process or any procedure required by the club's governing documents or applicable law.
The publicly writable candidate source remains attributed, unofficial evidence only and cannot open source approval.

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 Quarterly Club Forum. Look for representative participation, published themes, named actions and a report back on what changed, what did not and why.
Every forum names its questions, decision status, participation influence, out-of-scope matters and board response date before registration or attendance.
The findings brief incorporates live, written and non-attendee input and records minority views and evidence gaps rather than only majority sentiment.
Every board response links a finding to a decision, action, referral or explained non-action with an owner and date.
Unmanaged private disclosures, accessibility failures, misleading votes and overdue response commitments remain at zero.

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

Quarterly Forum Purpose and Influence Brief

Make the question, authority and response promise clear before participation begins.

Open supporting document
02

Accessible Invitation and Contribution Plan

Give members equivalent ways to understand and contribute to the forum.

Open supporting document
04

Forum Findings and Difference Record

Preserve evidence, themes, disagreement and missing perspectives without unnecessary attribution.

Open supporting document
06

Quarterly Forum Learning Review

Improve reach, facilitation and follow-through before the next forum.

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

Facilitation guide

Use this worksheet to hold a respectful conversation, hear different views and tell people what happens next.

Open worksheet
02

Feedback form

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

Open worksheet
03

Tracker

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next.

Open worksheet