M-T1-SP-04 · A 90-day try-out

A club plan for Charity Collaboration Projects

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-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

1. Is this worth trying here?

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

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 Charity Collaboration Projects
Step	What we will do	Who could lead it
1	Ask the charity to define the service gap and evidence of need.	Charity liaison
2	Select a deliverable matched to Rotary capacity and the charity's operating model.	Project committee
3	Set the budget, donation pathway, volunteer standards and beneficiary protections.	Treasurer and safeguarding lead
4	Deliver under the charity's service protocols with a shared issue log.	Joint project manager
5	Reconcile funds, assets, outputs and beneficiary feedback at close.	Acquittal owner

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Make tax-deductibility and fundraising claims only when the authorised entity and jurisdictional rules support them.
Do not photograph, name or profile beneficiaries without informed permission and a safe refusal option.
High — fundraising law, DGR claims, beneficiary dignity and financial custody must be verified for the actual project.

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
Agreed project output is delivered within approved scope.

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.

Partnership and stakeholder map

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

Open worksheet

Implementation and budget plan

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

Open worksheet

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