L-088 · Worksheet 3

Case study template

Use this worksheet to prepare clear messages and check the facts, permissions and approval before sharing them. It belongs to the club pack for Governance Risk Awareness Training.

Where this idea came from

Playbook entry: L-088 · Governance Risk Awareness Training
Theme: Theme 4: Leadership, Culture & Club Experience · Subtheme 6: Governance & Board Capability
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Who needs to hear from us?

Prepare clear, truthful and accessible messages for: Board members recognise key risks and assign practical controls early.

Who are we speaking to, what might get in the way and what would we like them to do?

Plan the messages

Communications plan
Who	What we will say or make	Where it will appear	Access needs	Facts and permissions	Who checks it

Before anything is shared

Names, dates, links and claims are correct The official Rotary logo is unchanged We have permission for images, stories, quotations and contact details The right person has approved it for release

Back to the club pack

See all L-088 pages and worksheets