M-T1-PC-03 · A 90-day try-out

A club plan for Rotary Volunteer Campaign

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-PC-03 · Rotary Volunteer Campaign
Theme: Theme 1: Attraction & Visibility · Subtheme PC: Public Campaigns
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-PC-03 · Rotary Volunteer Campaign

1. Is this worth trying here?

What we hope will change: Converts public goodwill into clearly scoped volunteer opportunities by stating the task, beneficiary, time, access needs and follow-through before asking anyone to register.

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 Rotary Volunteer Campaign
Step	What we will do	Who could lead it
1	Confirm the number and type of volunteer roles the project can safely absorb.	Project Owner
2	Write honest role cards and a campaign invitation segmented by motivation and availability.	Volunteer Coordinator
3	Review eligibility, permissions, privacy notice, safeguarding and accessible alternatives.	Risk and Inclusion Lead
4	Promote through community partners and channels that reach beyond existing Rotary networks.	Outreach Lead
5	Screen, place and brief respondents, then close the loop with everyone not immediately matched.	Placement Lead

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Do not accept more volunteers than can be safely supervised, and never waive role screening or child-safety requirements to fill a roster.
Separate service registration, future-volunteering permission and membership contact into distinct, optional choices.
HIGH - unsafe placement, inadequate screening, ambiguous insurance or misuse of applicant data can harm volunteers and beneficiaries.

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
Qualified applicants by role

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.

Roles, roster and handover

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

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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.

Open worksheet

Workflow and minimum-data register

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

Open worksheet