Member Support Phone Tree

What could this idea change?

It makes follow-up more caring and consistent, while leaving people in control of how they respond.

It may suit: Members who may welcome support or renewed contact, and the trusted club members following up.

A simple way to start

1. Write a decision brief for Member Support Phone Tree: define who may call whom, with what information and at what frequency, the evidence already held, people affected, local authority, fixed constraints, success signals and stop conditions. Who could lead it: Member-care coordinator and governance sponsor
2. Agree role boundaries, referral and emergency routes before contact; let the member choose channel, frequency, information and support; and collect only what the club genuinely needs. Who could lead it: Member-care coordinator and governance sponsor with the access and privacy contacts
3. Build and test a permissioned phone tree for practical updates during a defined period; use the Member Support Phone Tree Card, rehearse the boundary wording, check materials and confirm who can decide, refer, pause or close the activity. Who could lead it: Trained contact person or pair
4. Use a short permission-led contact, listen without diagnosing, offer only verified practical options, escalate immediate danger to emergency services and transfer professional matters with consent where possible. Capture only the evidence needed to judge whether the trial achieved its stated aim: maintain human connection when digital access or mobility is limited. Who could lead it: Trained contact person or pair
5. Analyse the evidence against the starting point, validate meaning with the people involved, record exceptions and unintended effects, and prepare a controlled call tree and completion log without overstating what the trial proves. Who could lead it: Trained contact person or pair and an independent reviewer

What should we look for?

• After 90 days, review Member Support Phone Tree. Look for timely contact that the member welcomes, agreed support being delivered and sensitive matters being handled only by the right people.
• Member Support Phone Tree produces a controlled call tree and completion log by the promised decision date, with evidence limitations and any participation gaps stated.
• The member controls contact, information, practical support and any club adjustment, with refusals and pauses respected.
• Every urgent or specialist matter follows the approved emergency or referral route without volunteer diagnosis or treatment.
• Contact records are minimal, restricted, reviewed and closed; no sensitive detail appears in ordinary minutes, rosters or social channels.

Before we say yes

• Does it fit a real local need?
• Can people take part safely and fairly?
• Are the facts, permissions and Rotary branding right?
• Who will lead it, and when will we review it?