E-163 · A 90-day try-out

A club plan for Member Feedback Workshops

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-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.

1. Is this worth trying here?

What we hope will change: Use Member Feedback Workshops to give members a safe, visible route for ideas and concerns to lead to an answer or improvement.

2. Our 90-day try-out

What our club will do for Member Feedback Workshops
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Write the decision question, evidence already known, matters genuinely open to change, matters fixed and the response the board will provide after the workshops.Board sponsor and member experience leadWeek oneA decision brief and response commitment
2Map who experiences the issue differently, invite a varied participant mix, offer more than one time or channel and ask privately about access or support requirements.Participation coordinatorWeeks one and twoA participant and accessibility plan
3Prepare a 75-minute run sheet with a clear welcome, scope, ground rules, individual reflection, small-group discussion, priority testing and a separate route for private matters.Independent facilitatorBefore the first workshopA tested facilitator pack
4Run at least two listening opportunities, capture themes without unnecessary names, record exceptions and unanswered questions, and check that confident speakers have not displaced quieter contributions.Facilitator and note custodianWeeks three and fourControlled theme notes and participation observations
5Send participants a de-identified theme summary, invite corrections to meaning, separate consensus from divergence and transfer any private matter to the responsible process with consent.Member experience leadWithin seven daysA participant-validated findings summary
6Record the board decision, reasons, action owners and due dates; publish a we asked, you said, we will update; and review delivery, access, privacy and trust after 90 days.Board sponsor and action ownersWithin 30 days and at day 90A response, action register and continuation decision

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
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.
The workshop is presented as consultation even though the decision is already settled. — Publish the decision boundary before invitations, cancel or reframe the workshop if nothing material is open and explain honestly when input is for learning rather than decision.
Confident, senior or majority voices become the finding. — Use individual reflection, structured turns, small groups, optional written input and a minority-view check before themes are accepted.
A participant discloses a complaint, safety issue or sensitive personal matter in the group. — Do not investigate in the room; pause safely, offer a private conversation and use the approved complaint, safeguarding or support referral path.
Published detail identifies a contributor or implies confidentiality that the club cannot provide. — State privacy limits, restrict raw notes, remove identifying combinations, validate the summary and suppress small-group detail where re-identification remains likely.
The board must approve the decision boundary, facilitator independence, participant approach, privacy limits, referral routes, response standard and publication format before invitations are issued.
Complaints, safeguarding disclosures, harassment, disputes and individual support needs must leave the workshop workflow and enter the responsible private process.
The Theme 2 candidate documents contain no literal current-title match or verified current-code crosswalk for E-163 and are not used as evidence.

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 Member Feedback Workshops. Look for representative participation, published themes, named actions and a report back on what changed, what did not and why.
The participant mix covers the experiences identified in the brief, with gaps recorded rather than hidden behind a total attendance number.
Every workshop produces a validated theme summary that retains divergent and minority views without exposing participants.
The board publishes its response within the promised time, with reasons, owners and due dates for every accepted action.
Unresolved access requests, lost private referrals, misleading confidentiality claims and unauthorised disclosure 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

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