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L-155 · Theme 4

Future Leaders Advisory Group

Use Future Leaders Advisory Group to build a visible succession pathway with enough time for choice, preparation and handover.

Where this idea came from

Playbook entry
L-155 · Future Leaders Advisory Group
Theme
Theme 4: Leadership, Culture & Club Experience · Subtheme 10: Leadership Succession
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 Future Leaders Advisory Group, 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.
  • 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
  • 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.
  • 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 grows practical leadership confidence and reduces the club's dependence on a small group of experienced people.

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 Future Leaders Advisory Group when key roles depend on late nominations, informal expectations or knowledge held by one person.
  • 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 transparent leadership succession and capacity to support a transparent role or team model with purpose, authority, workload, selection and handover.
  • A 90-day trial of Future Leaders Advisory Group 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 future roles need capable, willing and fairly selected people with genuine handovers, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
  • A starting-point record and participant plan suited to a transparent role or team model with purpose, authority, workload, selection and handover, with accessible information, voluntary choices and a supported alternative route where needed.
  • Named delivery, evidence and decision owners, including a person authorised to pause Future Leaders Advisory Group 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 Future Leaders Advisory Group 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

Future Leaders Advisory Group Capability and Outcome Brief

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

Open supporting document
02

Future Leaders Advisory Group Expression of Interest and Conflict Form

Support fair participation and transparent conflict management.

Open supporting document
03

Future Leaders Advisory Group Role, Authority and Confidentiality Agreement

Keep learning work within approved boundaries.

Open supporting document
04

Future Leaders Advisory Group Learning and Practice Plan

Turn the capability goal into deliberate work and feedback.

Open supporting document
05

Future Leaders Advisory Group Observation and Feedback Record

Capture behaviour and impact without personality judgement.

Open supporting document
06

Future Leaders Advisory Group Decision and Governance Check

Protect formal authority, conflicts and required approvals.

Open supporting document
07

Future Leaders Advisory Group Handover and Continuity Pack

Transfer work, learning, access and open decisions.

Open supporting document
08

Future Leaders Advisory Group Leadership Succession Delivery Check

Test whether Future Leaders Advisory Group genuinely advances transparent leadership succession within the subtheme boundary.

Open supporting document
09

Future Leaders Advisory Group Role, Workload and Handover Card

Prevent role ambiguity, hidden workload and knowledge dependency.

Open supporting document
10

Future Leaders Advisory Group Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Future Leaders Advisory Group 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

People and opportunities matching sheet

Use this worksheet to help people choose roles or opportunities that suit them without asking for more personal information than the club needs.

Open worksheet
02

Role profile

Use this worksheet to decide who will do each job, who can step in and what needs to be handed over.

Open worksheet