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L-104 · Theme 4

Mentoring Workshop Series

Use Mentoring Workshop Series to give future leaders trusted guidance while keeping ownership of decisions with the person in the role.

Where this idea came from

Playbook entry
L-104 · Mentoring Workshop Series
Theme
Theme 4: Leadership, Culture & Club Experience · Subtheme 7: Mentoring Future Leaders
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 Mentoring Workshop Series, a finding that it suits any club or approval of its local design.

Primary references consulted

  • 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.
  • 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.
  • Chapter 3: APP 3 Collection of solicited personal information (Office of the Australian Information Commissioner)
    Used for: Personal-information collection should be lawful, fair, proportionate and minimised, with additional controls for sensitive information; each club must confirm how privacy law applies to it.

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
  • 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.
  • 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.
  • Chapter 3: APP 3 Collection of solicited personal information
    Supports: Data-minimisation, collection-purpose, proportionality and consent safeguards where the Privacy Act and APP 3 apply.
    Does not establish: Whether a particular Rotary club is an APP entity or whether a proposed leadership survey, assessment or record is lawful in its actual 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 helps knowledge, confidence and encouragement move between members instead of resting with a few people.

It may suit: Members seeking guidance or a new challenge, and the people offering practical support.

Could this work in our club?

  • Consider Mentoring Workshop Series when emerging leaders would benefit from experience, reflection and a safe place to test their thinking.
  • 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 ethical mentoring of future leaders and capacity to support a needs-led learning session with verified content, active practice and a real transfer task.
  • A 90-day trial of Mentoring Workshop Series 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 capability, experience and bounded support a mentoring relationship will develop, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
  • A starting-point record and participant plan suited to a needs-led learning session with verified content, active practice and a real transfer task, with accessible information, voluntary choices and a supported alternative route where needed.
  • Named delivery, evidence and decision owners, including a person authorised to pause Mentoring Workshop Series 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 Mentoring Workshop Series 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

Mentoring Workshop Series Capability and Outcome Brief

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

Open supporting document
02

Mentoring Workshop Series Expression of Interest and Conflict Form

Support fair participation and transparent conflict management.

Open supporting document
03

Mentoring Workshop Series Role, Authority and Confidentiality Agreement

Keep learning work within approved boundaries.

Open supporting document
04

Mentoring Workshop Series Learning and Practice Plan

Turn the capability goal into deliberate work and feedback.

Open supporting document
05

Mentoring Workshop Series Observation and Feedback Record

Capture behaviour and impact without personality judgement.

Open supporting document
06

Mentoring Workshop Series Decision and Governance Check

Protect formal authority, conflicts and required approvals.

Open supporting document
07

Mentoring Workshop Series Handover and Continuity Pack

Transfer work, learning, access and open decisions.

Open supporting document
08

Mentoring Workshop Series Mentoring Future Leaders Delivery Check

Test whether Mentoring Workshop Series genuinely advances ethical mentoring of future leaders within the subtheme boundary.

Open supporting document
09

Mentoring Workshop Series Learning Design and Practice Sheet

Connect verified learning to practice, feedback and a real club task.

Open supporting document
10

Mentoring Workshop Series Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Mentoring Workshop Series 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

Event brief

Use this worksheet to plan who the session is for, when it will happen, how people can take part and what happens afterwards.

Open worksheet
02

Registration and follow-up log

Use this worksheet to map each step and keep only the information the club genuinely needs.

Open worksheet
03

Feedback form

Use this worksheet to hear what people experienced and decide what to change next.

Open worksheet