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M-T1-SP-04 · Theme 1

Charity Collaboration Projects

Co-deliver a tightly scoped project with a charity so its service expertise and Rotary's local mobilisation produce a visible, accountable result.

Where this idea came from

Playbook entry
M-T1-SP-04 · Charity Collaboration Projects
Theme
Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
Source material
Existing checked Theme 1 guide
Linked playbook entry
M-T1-SP-04 · Charity Collaboration Projects

What could this idea change?

A defined gap is addressed without building a parallel service, and donors can see who is accountable for each resource and outcome.

Could this work in our club?

  • Registered charities, service beneficiaries, Rotary project committees and local donors. Use when a charity can identify a specific service gap suitable for a finite joint project.

Before you start

  • Verification of the charity's identity, current registration and relevant licences or accreditations.
  • A beneficiary-informed scope, itemised budget and confirmation of any DGR or fundraising representations.
  • Written agreement on money, donated goods, volunteers, publicity and residual assets.

At the end: Issue a joint completion note, return a transparent acquittal to contributors, and defer any repeat project until beneficiary and operational lessons are accepted.

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

Partnership and stakeholder map

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

Open worksheet
02

Implementation and budget plan

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

Open worksheet
03

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.

Open worksheet