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E-164 · Theme 2

Innovation Pitch Sessions

Use Innovation Pitch Sessions 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-164 · Innovation Pitch Sessions
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 ideas, project lifecycle, workshop design, accessibility and impartial decisions; they are not an endorsement of the named Innovation Pitch Sessions or approval of any local challenge, proposal, assessment, pilot, expenditure or partner commitment.

Primary references consulted

  • Engage emerging leaders (Rotary International)
    Used for: Rotary encourages clubs to ask members for ideas, take suggestions seriously and keep activities relevant to member interests.
  • Develop Projects (Rotary International)
    Used for: Rotary's project lifecycle connects planning, resources, implementation, evaluation, progress tracking and sharing lessons learned.
  • Community Engagement Charter Tool - Types of Engagement - Workshops (PlanSA, Government of South Australia)
    Used for: Well-designed workshops clarify purpose, use skilled facilitation and create conditions for participants to develop ideas and hear different views.
  • Managing conflicts of interest (Australian Charities and Not-for-profits Commission)
    Used for: Actual, potential and perceived conflicts should be declared, recorded and managed by impartial decision-makers.
  • Hosting accessible and inclusive in-person meetings and events (Australian Human Rights Commission)
    Used for: Interactive activities, technology, invitations and materials should be designed so people with disability can participate on an equal basis.

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.
  • Develop projects
    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: 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.
  • 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.
  • Managing conflicts of interest
    Supports: Conflict identification, disclosure, recording and impartial management principles for renewal decisions and resource allocation.
    Does not establish: That a conflict exists, has been adequately managed or is governed by a particular law, constitution or policy in the club's circumstances.
  • 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

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 Innovation Pitch Sessions when feedback is collected informally, repeatedly raised or rarely followed by a clear response.
  • A club with a published challenge or priority and genuine capacity to sponsor one or more small experiments.
  • Members who have ideas but need a simple brief, coaching and a transparent route from proposal to decision.
  • A session where assessment criteria, decision authority, conflicts, resource limits and feedback to every proponent are agreed in advance.

Before you start

  • A board-approved challenge statement, eligible scope, available resources, pilot limit, decision authority and published assessment criteria.
  • A plain-language participation note covering idea attribution, contributor choice, no guarantee, information use and any later permission needed before publication or delivery.
  • An accessible proposal route, optional pitch coaching, equivalent written or recorded submission and a conflict-declaration and recusal process.
  • A pilot sponsor, risk and safeguarding screen, partner-authority check and decision register able to follow every proposal to response or closure.

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 Innovation Pitch Sessions 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.

02

Pitch Participation and Idea-Use Note

Set honest expectations about attribution, information use and no guarantee.

Open supporting document
06

Innovation Assessment Rubric

Assess ideas consistently against need, value, feasibility and learning.

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