M-T1-BV-23 · A 90-day try-out

A club plan for Business Community Roundtables

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-23 · Business Community Roundtables
Theme: Theme 1: Attraction & Visibility · Subtheme BV: Business Visibility
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-BV-23 · Business Community Roundtables

1. Is this worth trying here?

What we hope will change: Creates place-based, mixed-sector working tables where businesses and community organisations solve practical neighbourhood issues and share responsibility for delivery.

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 Business Community Roundtables
Step	What we will do	Who could lead it
1	Walk the area and validate the issue with residents and businesses.	Place coordinator
2	Recruit a balanced table, including small and culturally diverse enterprises.	Community liaison
3	Map causes, assets and actions within participants' control.	Facilitator
4	Assign two or three 30-day experiments with owners and measures.	Roundtable participants
5	Review in place, retain what works and refer unresolved systemic issues.	Place coordinator

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Do not create price, trading-hour or customer coordination that may restrict competition.
Residents and small businesses are not displaced by high-status organisations.
MEDIUM — unrepresentative participation, competition-sensitive discussion and confusion about civic authority require place-based facilitation.

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
Participant mix reflecting the place.

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.

Event and session plan

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

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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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