R-055 · Worksheet 3

Progress tracker

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next. It belongs to the club pack for Rotary Strategy Planning Forum.

Where this idea came from

Playbook entry: R-055 · Rotary Strategy Planning Forum
Theme: Theme 3: Retention & Member Support · Subtheme 4: Leadership Pathways
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Keep it simple

Do not count activity just for the sake of it. Note where things stand now and collect only what will help the club decide whether to change the idea, continue it or stop.

What will we look for?

Simple progress check
What matters	What we will look for	Where we are now	What we hope to see	How we will check	Who
	After 90 days, review Rotary Strategy Planning Forum. Look for transparent opportunities, supported first assignments and members choosing whether and how they wish to progress.
	Rotary Strategy Planning Forum produces a strategy choices paper and decision schedule by the promised decision date, with evidence limitations and any participation gaps stated.
	Participants complete a defined capability goal or work product with observed evidence rather than attendance alone.
	Authority, delegation, conflicts, confidentiality and workload stay within the written role agreement.
	Feedback and handover records show what changed, what remains unsupported and what the club will do next.

What did we decide?

Check-in notes
Date	What we noticed	What we changed	What happens next	Who led the discussion
Day 30
Day 60
Day 90

Back to the club pack

See all R-055 pages and worksheets