M-T1-SP-21 · A 90-day try-out

A club plan for Corporate Social Responsibility Partnerships

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-21 · Corporate Social Responsibility Partnerships
Theme: Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-SP-21 · Corporate Social Responsibility Partnerships

1. Is this worth trying here?

What we hope will change: Convert a company's social-responsibility commitment into a community-governed contribution with clear outcomes, boundaries and employee participation.

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 Corporate Social Responsibility Partnerships
Step	What we will do	Who could lead it
1	Test the corporate offer against the community partner's priority and boundaries.	Community-interest lead
2	Complete due diligence and declare Rotary member relationships.	Governance officer
3	Negotiate contributions, employee roles, evidence and recognition.	CSR partnership lead
4	Deliver with community-partner authority over beneficiary contact.	Joint delivery manager
5	Verify outcomes and decide renewal without assuming ongoing sponsorship.	Board reviewer

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
The partnership must not imply endorsement of the company, products, employment practices or policy positions.
Beneficiary stories and data cannot be used for corporate marketing without separate informed permission.
High — reputation transfer, conflicts, commercial benefit and beneficiary marketing require explicit independence.

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
Community partner accepts the proposed contribution.

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.

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Implementation and budget plan

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

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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.

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