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L-010 · Theme 4

Leadership Exploration Interviews

Use Leadership Exploration Interviews to notice leadership potential early and offer small, supported ways for people to try leading.

Where this idea came from

Playbook entry
L-010 · Leadership Exploration Interviews
Theme
Theme 4: Leadership, Culture & Club Experience · Subtheme 1: Leadership Discovery
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 leadership, culture and club experience, accessibility, privacy, safety, systems or responsible governance; they are not an endorsement of Leadership Exploration Interviews, a finding that it suits any club or approval of its local design.

Primary references consulted

  • Rotary Clubs (Rotary International)
    Used for: Rotary describes club participation through service, friendship, diversity, integrity and leadership, including online participation for people affected by schedules, mobility or distance.
  • Engage emerging leaders (Rotary International)
    Used for: Rotary encourages clubs to assess club health, ask members what they want, take suggestions seriously, support leadership and provide relevant service and learning experiences.
  • Enhancing Belonging and Engagement at Rotary (Rotary International)
    Used for: Rotary identifies belonging, respect, accessibility and equitable access to opportunities, networks and support as central to participation and thriving.
  • Managing conflicts of interest (Australian Charities and Not-for-profits Commission)
    Used for: Actual, potential and perceived conflicts should be disclosed, recorded and managed by impartial decision-makers under the organisation's governing documents and applicable law.

Candidate District material

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

Theme 4 source-assurance wave

What has been checked

  • 4 current primary pages used by this guide were reopened on 9 August 2026.
  • 4 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
  • Rotary Clubs
    Supports: Rotary club participation context and the value of service, connection, integrity, leadership and accessible participation.
    Does not establish: A local leadership appointment, governance authority, role entitlement, club decision or approval of a named initiative.
  • Engage Emerging Leaders
    Supports: Member-centred discovery, mentoring, feedback, emerging-leader support and club-health review principles.
    Does not establish: That a person is ready for office, should be selected, has consented to a role or can exercise authority outside the club's rules.
  • Enhancing Belonging and Engagement at Rotary
    Supports: Belonging, accessibility, respectful participation and equitable access principles for leadership and club experience.
    Does not establish: That a particular leadership pathway, meeting, selection process or club culture is inclusive without testing with affected people.
  • Managing conflicts of interest
    Supports: Conflict identification, disclosure, recording and impartial management principles for organisational decisions.
    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.

What still needs a person to confirm

  • Confirm the club's governing documents, election or appointment method, role authority, delegation, budget and reserved decisions before assigning leadership responsibility.
  • Confirm which incorporated-association, charity, work health and safety, privacy, safeguarding and other duties apply to the club and this local design.
  • Test accessibility, workload, belonging and alternative participation routes with affected members rather than inferring suitability from the guide.
  • Confirm every local fact, starting point, measure, cost, owner, capability claim and learning need before the club decides to proceed.
  • Resolve any candidate District-source provenance and approval decision without treating the candidate as controlled authority.

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: Current and emerging club leaders, along with the members who work with or support them.

Could this work in our club?

  • Consider Leadership Exploration Interviews when the club tends to discover future leaders only when a vacancy becomes urgent.
  • A club where the club can develop a defined capability through real but bounded practice, feedback, authorised decisions and a deliberate handover.
  • A club with a real need for fair leadership discovery and capacity to support a facilitated conversation with a published influence boundary and balanced participation.
  • A 90-day trial of Leadership Exploration Interviews with a starting point, named participants, a resource ceiling and a scheduled continue, adapt or stop decision.

Before you start

  • A board-approved brief naming how members may explore leadership interest and capability without being informally promised a role, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
  • A starting-point record and participant plan suited to a facilitated conversation with a published influence boundary and balanced participation, with accessible information, voluntary choices and a supported alternative route where needed.
  • Named delivery, evidence and decision owners, including a person authorised to pause Leadership Exploration Interviews when a safeguard, permission or boundary is not met.
  • A proportionate check of governing documents, privacy, information security, accessibility, conflicts, safeguarding, work health and safety, records, finance and referral duties for the actual local design.

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 Leadership Exploration Interviews 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

Leadership Exploration Interviews Capability and Outcome Brief

Define the capability, real work, authority and evidence required.

Open supporting document
02

Leadership Exploration Interviews Expression of Interest and Conflict Form

Support fair participation and transparent conflict management.

Open supporting document
03

Leadership Exploration Interviews Role, Authority and Confidentiality Agreement

Keep learning work within approved boundaries.

Open supporting document
04

Leadership Exploration Interviews Learning and Practice Plan

Turn the capability goal into deliberate work and feedback.

Open supporting document
05

Leadership Exploration Interviews Observation and Feedback Record

Capture behaviour and impact without personality judgement.

Open supporting document
06

Leadership Exploration Interviews Decision and Governance Check

Protect formal authority, conflicts and required approvals.

Open supporting document
07

Leadership Exploration Interviews Handover and Continuity Pack

Transfer work, learning, access and open decisions.

Open supporting document
08

Leadership Exploration Interviews Leadership Discovery Delivery Check

Test whether Leadership Exploration Interviews genuinely advances fair leadership discovery within the subtheme boundary.

Open supporting document
09

Leadership Exploration Interviews Facilitation and Influence Run Sheet

Make the question, participation method, influence and response visible.

Open supporting document
10

Leadership Exploration Interviews Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Leadership Exploration Interviews into one accountable record.

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