M-T1-BV-12 · A 90-day try-out

A club plan for Chamber of Commerce Partnerships

Use this as a starting point. Cross out what does not fit, add what is missing and make it your club's own.

Where this idea came from

Playbook entry: M-T1-BV-12 · Chamber of Commerce Partnerships
Theme: Theme 1: Attraction & Visibility · Subtheme BV: Business Visibility
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-BV-12 · Chamber of Commerce Partnerships

1. Is this worth trying here?

What we hope will change: Establishes a defined club–chamber collaboration around community intelligence, business participation and service, with each organisation retaining its own authority.

What is happening in our club or community now?What is the smallest useful version we could try? What will we leave out?

Board contactPerson leading the workPerson checking what happened

2. Our 90-day try-out

What our club will do for Chamber of Commerce Partnerships
Step	What we will do	Who could lead it
1	Compare strategic priorities and choose one bounded pilot.	Club president and chamber chief executive or delegate
2	Document outcomes, roles, resources and non-exclusivity.	Partnership leads
3	Approve brand, data and public-message workflows in both organisations.	Communications and privacy owners
4	Deliver the pilot with monthly operational checks.	Joint project team
5	Evaluate member and community value before renewal or expansion.	Joint sponsors

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Neither organisation shares member lists or implies member endorsement without authority.
The partnership does not confer procurement, grant or political preference.
HIGH — shared brands, member data, public advocacy and perceived commercial preference require a written, non-exclusive agreement.

4. What changed?

What we will keep an eye on
What matters	Where we are now	What we hope to see	How we will check	Who
Agreed pilot milestones completed.

After 30 days

Is it reaching the right people? Is anything unsafe, unfair or harder than expected?

After 60 days

Make one useful change based on what people have told you.

After 90 days

Compare with where you started. Decide whether to change it, continue it or stop.

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.

We have checked this

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

We have checked this

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

We have checked this

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

We have checked this

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

We have checked this

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

We have checked this

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

Implementation and budget plan

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

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Communications and content planner

Use this worksheet to prepare clear messages and check the facts, permissions and approval before sharing them.

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Workflow and minimum-data register

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

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Partnership and stakeholder map

Use this worksheet to agree what the club and any partners will each contribute, decide and protect.

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