M-T1-CP-21 · A 90-day try-out

A club plan for Community Partnership Breakfast

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-21 · Community Partnership Breakfast
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-09 · Local Partnership Discovery and Development

1. Is this worth trying here?

What we hope will change: Use the Multi-Party Partnership Discovery Breakfast mode within Local Partnership Discovery and Development to achieve the parent pathway's purpose without setting it up as a separate pathway.

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 Community Partnership Breakfast
Step	What we will do	Who could lead it
1	Define the community outcome, required capability and evidence-based partner-selection rationale.	Partnership Owner
2	Make an authorised first approach and hold a discovery conversation about value, constraints, authority and non-goals.	Relationship Lead
3	Assess fit and due diligence; close unsuitable opportunities with reasons before drafting commitments.	Governance Reviewer
4	Co-scope a bounded pilot or proposal, identifying money, in-kind value, data, marks, IP, people, risk, measures and exit.	Proposal Lead
5	Deliver only after authorised approval, recording commitments, changes, evidence and exceptions by owner and date.	Delivery Owners
6	Review community and partner value, fulfil public and operational commitments, then renew, vary or close responsibly.	Partnership Owner

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Proceed only when mutual value, authority, commitments, specialist conditions, review and exit are explicit; use a pilot, refer upward or close the opportunity when fit or capacity is insufficient.
Approve use of each party's name, mark, quotation and claim; a meeting or invitation never implies endorsement.
Offer accessible discovery, meeting, breakfast and document routes and ask about practical participation needs.

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
Approached organisations with a recorded fit rationale

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.

Workflow and minimum-data register

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

Open worksheet

Partnership and stakeholder map

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

Open worksheet

Breakfast Agenda Template — club worksheet

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

Open worksheet

Event Planning 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