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 New Leader Check-In Meetings, a finding that it suits any club or approval of its local design.
Primary references consulted
Learning & Reference - learn by role(Rotary International - My Rotary) Used for: Rotary's current Learning & Reference hub identifies president and committee roles, links role resources and provides access to role-based learning and training materials.
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.
Governance for good: A guide for Responsible People(Australian Charities and Not-for-profits Commission) Used for: Good governance requires understood roles, authorised decision processes, checks and balances, appropriate delegations, written decisions and oversight of finances and operations.
Hosting accessible and inclusive in-person meetings and events(Australian Human Rights Commission) Used for: Inclusive in-person events require accessible invitations, venues, transport, formats, technology, activities, adjustments and a clear contact for participant requirements.
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
Learning & Reference - learn by role Supports: The availability of current Rotary role resources and learning pathways for club and district leadership preparation. Does not establish: The duties, delegation, eligibility, appointment method, authority or training completion of a particular person in a particular club.
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.
Governance for good: A guide for Responsible People Supports: Good-governance principles for roles, delegation, decision processes, records, accountability, financial oversight and organisational purpose. Does not establish: That a Rotary club is an ACNC-registered charity, that ACNC duties apply or that a proposed delegation or decision complies with the club's governing documents.
Hosting accessible and inclusive in-person meetings and events Supports: Practical accessibility and inclusion safeguards for in-person leadership, learning, meetings and events. Does not establish: Accessibility conformance, the adjustments a person needs or the suitability of a particular venue, format, activity or event plan.
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
The current Theme 4 index establishes the code and title. No authoritative detailed Leadership source has been located, so this is explicitly an internally authored, source-referenced draft.
The connected Drive refresh returned an internal error on 9 August 2026. No unseen file was inferred or promoted; the 7 August intake, duplicate decisions, quarantines, rights boundaries and public-write permission hold remain in force and no sharing was changed.
Before local delivery, the club must approve the decision, participant choices, access arrangements, privacy and records plan, role boundaries, referral or escalation routes, resource limit and the specific control for this boundary: a development opportunity cannot transfer reserved decisions, confidential access or unlimited workload.
Formal human review has not started. New Leader Check-In Meetings remains an internal initiative-specific draft until all 1,000 initiatives reach the Full-Corpus Review Build and every source, editorial, local-suitability, accessibility and governance gate is resolved.
Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.
What could this idea change?
It makes follow-up more caring and consistent, while leaving people in control of how they respond.
It may suit: Members who may welcome support or renewed contact, and the trusted club members following up.
Could this work in our club?
Consider New Leader Check-In Meetings when someone is taking responsibility for the first time or inheriting a role with little guidance.
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 supported first-time leadership and capacity to support a bounded evidence review with defined inputs, participation gaps and interpretation limits.
A 90-day trial of New Leader Check-In Meetings 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 which bounded first role, authority, coach and success evidence a new leader will receive, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
A starting-point record and participant plan suited to a bounded evidence review with defined inputs, participation gaps and interpretation limits, with accessible information, voluntary choices and a supported alternative route where needed.
Named delivery, evidence and decision owners, including a person authorised to pause New Leader Check-In Meetings 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 New Leader Check-In Meetings 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
New Leader Check-In Meetings Capability and Outcome Brief
Define the capability, real work, authority and evidence required.
