R-074 · Worksheet 4

Review template

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 Member Support Mentors.

Where this idea came from

Playbook entry: R-074 · Member Support Mentors
Theme: Theme 3: Retention & Member Support · Subtheme 5: Member Care & Life Transitions
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 Member Support Mentors. Look for timely contact that the member welcomes, agreed support being delivered and sensitive matters being handled only by the right people.
	Member Support Mentors produces a screened mentor pool, agreements and supervision record 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.

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-074 pages and worksheets