M-T1-CP-02 · A 90-day try-out

A club plan for Local Markets Engagement

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-CP-02 · Local Markets Engagement
Theme
Theme 1: Attraction & Visibility · Subtheme CP: Community Presence
Source material
Theme 1 variation linked to its main guide
Linked playbook entry
M-T1-CP-14 · Pop-Up Rotary Activation System

1. Is this worth trying here?

What we hope will change: Use the Local Market Activation mode within Pop-Up Rotary Activation System to achieve the parent pathway's purpose without setting it up as a separate pathway.

2. Our 90-day try-out

What our club will do for Local Markets Engagement
StepWhat we will doWho could lead itOur dateHow we will know it is done
1Select one deployment mode from audience, host conditions and intended community value.Activation Lead
2Secure the site and record footprint, access, weather, crowd, equipment, organiser and emergency conditions.Site Liaison
3Configure one message, prompt, action, response route and overlay-specific control set.Content and Response Owner
4Inspect and pack the kit, assign shifts and breaks, and rehearse setup, conversation, deferral, incident and pack-down.Asset Custodian
5Operate within footprint and conduct boundaries, monitor conditions and capture only explicit actions.Duty Site Lead
6Fulfil responses, close incidents, inspect and return assets, reconcile the host and decide what to adapt.Response Owner

3. Checks before we start

Things our club needs to check
QuestionWhat it means for usWho will checkDone?
Proceed only when the mode, host authority, footprint, message, staff boundary, fallback and response service are complete; switch mode, narrow the action or defer if the site cannot be controlled.
A host booking does not imply endorsement; approve marks, images, claims, placement, activity and contact capture separately.
Provide an accessible approach and counter height, readable copy, usable audio conditions and an equivalent non-digital action route.

4. What changed?

What we will keep an eye on
What mattersWhere we are nowWhat we hope to seeHow we will checkWho
Meaningful conversations or completed prompts by deployment source

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.

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

Market Stall Setup Checklist — club worksheet

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

Volunteer Roster Template — club worksheet

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

Open worksheet
03

Visitor Sign-Up Sheet — club worksheet

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

Open worksheet
04

Market Engagement Guide — club worksheet

Use this worksheet to hold a respectful conversation, hear different views and tell people what happens next.

Open worksheet