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E-163 · Theme 2

Member Feedback Workshops

Use Member Feedback Workshops to give members a safe, visible route for ideas and concerns to lead to an answer or improvement.

Where this idea came from

Playbook entry
E-163 · Member Feedback Workshops
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 engagement, workshop design, accessibility, privacy and closing the feedback loop; they are not an endorsement of the named Member Feedback Workshops or approval of a local decision, question set, data practice or participant report.

Primary references consulted

  • Engage emerging leaders (Rotary International)
    Used for: Rotary encourages clubs to ask members what they want, use the Member Satisfaction Survey and take suggestions seriously.
  • Community Engagement Charter Tool - Types of Engagement - Workshops (PlanSA, Government of South Australia)
    Used for: Workshops benefit from clear objectives, skilled facilitation, suitable group design, listening and a separate feedback route when people cannot contribute safely in the room.
  • Principle 5 - We are genuine (Department of the Premier and Cabinet, Government of South Australia)
    Used for: Genuine engagement closes the loop by explaining what was asked, what was heard and what was done, including why input was or was not used.
  • Hosting accessible and inclusive in-person meetings and events (Australian Human Rights Commission)
    Used for: Inclusive meetings plan accessible invitations, venues, technology, materials, activities and adjustments, and provide alternatives to inaccessible comment platforms.
  • Australian Privacy Principles guidelines (Office of the Australian Information Commissioner)
    Used for: Information collection, notice, use, security and de-identification require deliberate controls; clubs must confirm whether and how the Privacy Act applies to their circumstances.

Candidate District material

No candidate local guide was used for this version. The current initiative identity and the attributed primary references remain separate.

Theme 2 source-assurance wave

What has been checked

  • 5 current primary pages used by this guide were reopened on 9 August 2026.
  • 5 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.
  • Community Engagement Charter Tool - Types of Engagement - Workshops
    Supports: The 4 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.
  • Principle 5 - We are genuine
    Supports: The 3 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.
  • Australian Privacy Principles guidelines
    Supports: The 5 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.

What could this idea change?

It gives the club a clearer view of people's experiences before decisions are made, including feedback that informal conversations can miss.

It may suit: The people whose experience the club needs to understand, especially voices that are not often heard.

Could this work in our club?

  • Consider Member Feedback Workshops when feedback is collected informally, repeatedly raised or rarely followed by a clear response.
  • A club facing a defined member-experience question that needs more depth than a short survey or ordinary meeting discussion can provide.
  • A club willing to hear inconvenient or minority experiences and distinguish workshop themes from a vote or popularity contest.
  • A 90-day trial with more than one workshop time or channel, a neutral facilitator and a board sponsor authorised to respond.

Before you start

  • A board-approved question, decision boundary, response date and explanation of what is fixed, open or outside the workshop scope.
  • A participant plan that includes newer, longstanding, less-active, online and otherwise under-heard members without requiring anyone to disclose a personal characteristic.
  • An independent facilitator, accessible venue or platform, adjustment contact, plain-language materials and non-digital contribution route.
  • Ground rules, privacy limits, note-taking rules, a private referral path and an agreed method for validating themes before publication.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Member Feedback Workshops 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

Workshop Decision and Scope Brief

Define the question, authority and response before inviting members.

Open supporting document
02

Participant Mix and Reach Plan

Plan who needs to be heard without collecting unnecessary personal data.

Open supporting document
03

Accessible Invitation and Adjustment Script

Invite participation in plain language and support reasonable adjustments.

Open supporting document
05

Theme Capture and Minority-Voice Worksheet

Record patterns, exceptions and uncertainty without turning the session into a vote.

Open supporting document
06

Participant Validation Note

Let participants correct meaning before findings go to decision-makers.

Open supporting document
07

Workshop Referral and Follow-Up Log

Transfer private or formal matters safely and confirm they were not lost.

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

Question set

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

Open worksheet
02

Response log

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