M-T1-SP-26 · A 90-day try-out

A club plan for Rotary NGO Partnership Platform

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-26 · Rotary NGO Partnership Platform
Theme: Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-SP-26 · Rotary NGO Partnership Platform

1. Is this worth trying here?

What we hope will change: Provide a curated pathway for NGOs and Rotary teams to discover compatible projects, capabilities and contacts without implying automatic endorsement.

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 NGO Partnership Platform
Step	What we will do	Who could lead it
1	Define platform users, decisions and information genuinely needed.	Platform product owner
2	Design proportionate NGO and Rotary listing checks.	Vetting panel
3	Pilot curated matches manually before automating discovery.	Partnership broker
4	Track introductions, decisions, complaints and stale listings.	Platform administrator
5	Review match quality and remove features that create false confidence.	Governance sponsor

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
A listing or algorithmic match is not approval, accreditation or Rotary endorsement.
Publish privacy, security, moderation, retention and breach-response controls before collection.
High — platform security, false endorsement and inadequate vetting can scale harm rather than partnership.

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
Listings meet the published minimum standard.

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.

Workflow and minimum-data register

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

Open worksheet

Partnership and stakeholder map

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

Open worksheet