M-T1-PS-16 · A 90-day try-out

A club plan for Instagram Story Series

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-PS-16 · Instagram Story Series
Theme: Theme 1: Attraction & Visibility · Subtheme PS: Public Storytelling
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-PS-16 · Instagram Story Series

1. Is this worth trying here?

What we hope will change: Uses concise vertical story sequences to take viewers behind one project, answer common questions and offer an immediate, low-friction next step.

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 Instagram Story Series
Step	What we will do	Who could lead it
1	Storyboard a beginning, project action, evidence point, participant perspective and closing action.	Story Series Producer
2	Capture vertical assets safely and remove unnecessary location, identity and device metadata.	Mobile Content Creator
3	Add concise captions, readable contrast, spoken context and a tested non-platform information route.	Accessibility Editor
4	Release the frames in sequence, monitor interactions and preserve approved highlights where useful.	Instagram Manager
5	Resolve replies, record actions and review completion drop-off before producing the next story.	Audience Follow-Up Lead

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Temporary presentation does not reduce consent, retention or correction obligations; retain the approved release record.
Disable or restrict location sharing and never reveal a child's routine, a private home or a sensitive service site.
High — rapid reshares, direct messages and location clues can spread harm before a temporary story expires.

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
Complete approved story sequences published

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.

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