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 club-health assessment, user research, privacy, evidence quality and accountable improvement; they are not an endorsement of the named Member Experience Audit or approval of a local instrument, sample, finding, score, data set or board conclusion.
Primary references consulted
Engage emerging leaders(Rotary International) Used for: Rotary directs clubs to the Rotary Club Health Check, Membership Assessment Tools and Member Satisfaction Survey and encourages leaders to ask members what they want.
Digital Service Standard checklist(Digital Transformation Agency, Australian Government) Used for: Understanding user cohorts and barriers requires targeted, ethical research, multiple evidence methods and action on pain points with transparent feedback.
Criterion 10 - Keep it relevant(Digital Transformation Agency, Australian Government) Used for: Services should use multiple feedback channels, document findings and actions and communicate improvements across their life.
Australian Privacy Principles guidelines(Office of the Australian Information Commissioner) Used for: Collection, notice, use, security, access, correction and de-identification need deliberate controls, subject to the club confirming applicable obligations.
Record-keeping tool(Australian Charities and Not-for-profits Commission) Used for: Decision records should support transparency and accountability by recording decisions, reasoning, conflicts and follow-up actions.
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.
Digital Service Standard checklist Supports: The 1 attributed Theme 2 claim 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.
Criterion 10 - Keep it relevant Supports: The 1 attributed Theme 2 claim 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.
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.
Record-keeping tool Supports: The 1 attributed Theme 2 claim 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
The board must approve the audit decisions, prohibited uses, methods, data and privacy controls, independent challenge, response date and two-priority limit before collection.
The club must determine applicable privacy and record-keeping obligations and obtain qualified advice where sensitive data, small samples or legal uncertainty create material risk.
The Theme 2 candidate documents contain no literal current-title match or verified current-code crosswalk for E-167 and are not used as evidence.
No report may rank members, infer protected or sensitive characteristics, expose small groups or present a finding beyond the strength and limits of its evidence.
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 Experience Audit when feedback is collected informally, repeatedly raised or rarely followed by a clear response.
A club seeing attendance, engagement or retention concerns but lacking a reliable picture of where the member journey helps or hinders people.
A board ready to combine existing records, a short survey, interviews or workshops and observation rather than rely on one score.
A defined audit with voluntary participation, a necessary-data plan, independent challenge of findings and authority to act on no more than two priorities.
Before you start
An audit charter defining decisions, member-journey stages, evidence sources, exclusions, timeline, owners and the two-priority limit.
A sampling and inclusion plan covering newer, longstanding, active, less-active, online, former and otherwise under-heard experiences where appropriate.
A collection notice, voluntary consent approach, data minimisation, de-identification and small-number rules, access controls, retention schedule and complaint route.
A mixed-method instrument, evidence-quality rubric, independent findings challenge, board response date and repeat-measure plan.
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 Experience Audit 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.
