| 1 | Write a decision brief for Rotary Hall of Service: define which contributions warrant inclusion under the approved criteria, the evidence already held, people affected, local authority, fixed constraints, success signals and stop conditions. | Recognition or heritage lead and board sponsor | Week one | An approved decision and boundary brief |
| 2 | Set transparent recognition or collection criteria, invite nominations or contributions through more than one route, declare conflicts and obtain permissions from people and rights holders before production. | Recognition or heritage lead and board sponsor with the access and privacy contacts | Weeks one and two | A participant, access and information-handling plan |
| 3 | Build and test a physical or digital hall recognising evidenced service contributions; use the Hall of Service Entry Template, rehearse the boundary wording, check materials and confirm who can decide, refer, pause or close the activity. | Fact, rights and records reviewers | Before the trial | A tested hall of service entry template and delivery pack |
| 4 | Verify names, dates, claims, context, cultural or partner authority and media rights; preserve contrary or incomplete evidence; and create an accessible version without altering the source record. Capture only the evidence needed to judge whether the trial achieved its stated aim: create an enduring, inclusive recognition space with clear update rules. | Fact, rights and records reviewers | Weeks three to eight | A controlled activity and evidence record |
| 5 | Analyse the evidence against the starting point, validate meaning with the people involved, record exceptions and unintended effects, and prepare a curated hall, source register and annual review cycle without overstating what the trial proves. | Fact, rights and records reviewers and an independent reviewer | Within seven days of the trial | A curated hall, source register and annual review cycle |
| 6 | Make and record the authorised continue, adapt, refer, scale or stop decision for Rotary Hall of Service; explain the reasons, complete every action or referral, close unnecessary records and schedule the 90-day follow-up. | Publication and preservation custodian | By day 90 | A published response, closed action register and next-step decision |