E-168 · A 90-day try-out

A club plan for Rotary Listening Circles

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-168 · Rotary Listening Circles
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 Rotary member listening, facilitated engagement, accessibility, privacy and visible response; they are not an endorsement of the named Rotary Listening Circles or approval of a local question, facilitator, participant process, confidentiality statement, summary or board action.

Primary references consulted

  • Engage emerging leaders (Rotary International)
    Used for: Rotary encourages clubs to ask members what they want, show respect for suggestions and build trust across newer, longstanding, former and current members.
  • Community Engagement Charter Tool - Types of Engagement - Workshops (PlanSA, Government of South Australia)
    Used for: Facilitated small-group engagement needs clear purpose, appropriate activities, skilled listening and ways to manage behaviour and additional feedback.
  • Principle 5 - We are genuine (Department of the Premier and Cabinet, Government of South Australia)
    Used for: Respectful engagement explains what was heard and how contributions did or did not affect action.
  • Hosting accessible and inclusive in-person meetings and events (Australian Human Rights Commission)
    Used for: Inclusive participation requires accessible invitations, venues, technology, materials, communication and adjustment planning.
  • Australian Privacy Principles guidelines (Office of the Australian Information Commissioner)
    Used for: Collection, use, security and de-identification require contextual controls, and removing names alone may not prevent re-identification.

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 Rotary Listening Circles 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 Rotary Listening Circles
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Define one experience or decision to explore, what leaders can influence, what the circle cannot do, who needs another route and the response promised after the series.Board sponsor and listening leadWeek oneA listening-circle purpose and boundary brief
2Plan several groups or contribution routes, invite a varied mix without forcing disclosure, ask about access needs and provide a private, written, telephone or online alternative.Participation and accessibility coordinatorWeeks one and twoA participant, access and support plan
3Prepare and rehearse the welcome, ground rules, consent and confidentiality wording, questions, equal-participation methods, distress response, harmful-conduct response and closing.Lead facilitator and support contactBefore the first circleA tested facilitator and safety pack
4Run circles of a workable size, use structured turns and permission to pass, capture themes rather than names, pause harmful conduct and transfer protected matters only through the approved private process.Facilitator and note custodianWeeks three to fiveControlled circle notes and referral records
5Compare themes across circles, retain differences and unanswered questions, check for identifying detail and send participants a de-identified summary for correction of meaning.Listening lead and independent reviewerWithin seven days of the final circleA participant-validated listening summary
6Publish a we listened, we learned, we will response with reasons, owners and dates, check in with participants and support contacts, and review trust, access, referrals and actions at 90 days.Board sponsor and action ownersWithin 30 days and at day 90A board response and listening-cycle review

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.
The circle pressures people to disclose private experiences or treats emotion as evidence of authenticity. — Keep participation voluntary, allow people to pass or use another route, ask about systems and experiences without demanding personal stories and stop extractive questioning.
Participants believe the conversation is confidential when the club cannot control what others repeat. — Use honest confidentiality wording, prohibit recording, minimise notes, obtain separate permission for any quotation and never promise secrecy the group cannot enforce.
Senior, confident or majority voices shape the summary while dissent disappears. — Use structured turns, individual reflection, small groups and private input, and require a divergence and minority-view check during synthesis.
A disclosure reveals harm, harassment, safeguarding or urgent support needs. — Do not investigate in the circle; pause safely, involve the named support contact and use the approved responsible pathway with consent and immediate escalation where required.
The board must approve the listening purpose, influence boundary, facilitator independence, participant and access plan, support and referral routes, note controls and response standard before invitations.
Facilitators must not provide therapy, investigate complaints or manage safeguarding beyond immediate safety and transfer to the responsible qualified pathway.
Candidate record 57 Young Rotarian Listening Circle was inspected but has no verified crosswalk to current E-168; it is not cited, counted or used as evidence.
No recording, quotation, story publication or identifying detail may be used without separate, specific and reviewable permission.

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 Rotary Listening Circles. Look for representative participation, published themes, named actions and a report back on what changed, what did not and why.
Participation routes reach the experiences identified in the brief, and gaps, refusals or safer alternatives are recorded without penalising anyone.
Every circle follows the approved ground rules, no-recording default, equal-participation method, support process and protected-matter referral protocol.
The validated summary retains convergent, divergent and minority themes and receives a reasoned board response within the promised time.
Coerced disclosure, harmful conduct left unaddressed, misleading confidentiality, lost referrals, unauthorised quotations and identifying publication 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

Listening Circle Purpose and Influence Brief

Define the question, boundaries and response before invitations.

Open supporting document
03

Voluntary Invitation and Consent Script

Explain choice, privacy and the circle's limits honestly.

Open supporting document
04

Facilitator Run Sheet and Ground Rules

Guide a balanced and psychologically safer conversation.

Open supporting document
06

Theme, Divergence and Identity-Safety Sheet

Capture meaning across circles without exposing participants.

Open supporting document
07

Protected-Matter Referral and Support Log

Move matters outside the circle to the responsible route.

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