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S-007 · Theme 5

Officer Digital Guides

Use Officer Digital Guides to make ClubRunner accurate, easier to use and genuinely helpful to members and club leaders.

Where this idea came from

Playbook entry
S-007 · Officer Digital Guides
Theme
Theme 5: Digital, Data & Systems · Subtheme 1: ClubRunner Mastery
Source material
Current playbook index title and category plus an internally authored detailed-guide draft

Initiative-specific development wave

How this draft was developed

These sources support general principles for digital, data and systems, accessibility, privacy, safety, systems or responsible governance; they are not an endorsement of Officer Digital Guides, a finding that it suits any club or approval of its local design.

Primary references consulted

  • Rotary Clubs (Rotary International)
    Used for: Rotary describes club participation through service, friendship, diversity, integrity and leadership, including online participation for people affected by schedules, mobility or distance.
  • Club - Administration Guide (ClubRunner Support & Knowledgebase)
    Used for: ClubRunner's official administration guidance covers member profiles and access, communications, reports, contacts, event functions and membership-success workflows.
  • How do I access and change my profile information? (ClubRunner Support & Knowledgebase)
    Used for: ClubRunner profiles may contain contact, membership, participation, role and privacy settings, so access, accuracy, member choice and local data handling require deliberate controls.
  • Chapter 11: APP 11 Security of personal information (Office of the Australian Information Commissioner)
    Used for: Entities covered by the Privacy Act must take reasonable steps to protect personal information and destroy or de-identify it when it is no longer needed, subject to lawful retention requirements.

Candidate District material

No candidate local guide was used for this version. The current initiative identity and the attributed primary references remain separate.

Theme 5 source-assurance wave

What has been checked

  • 4 current primary pages used by this guide were reopened on 9 August 2026.
  • 4 attributed source claim(s) were mapped to their bounded use in this initiative.
  • Candidate District material remains separate and does not establish this result.
See each source's scope and limit
  • Rotary Clubs
    Supports: Rotary club participation context and the value of accessible online or hybrid participation.
    Does not establish: Product configuration, legal compliance, local suitability or approval of a named initiative.
  • Club - Administration Guide
    Supports: The need to use current ClubRunner product instructions for administration and member workflows.
    Does not establish: That a proposed configuration is available in the club's edition, correctly permissioned or suitable for its members.
  • How do I access and change my profile information?
    Supports: Current member-profile capabilities and the need to preserve member access, accuracy and privacy choices.
    Does not establish: That a particular field should be collected, shared, published or retained, or that every member has the same permissions.
  • Chapter 11: APP 11 Security of personal information
    Supports: Security, access, retention and disposal safeguards where the Privacy Act and APP 11 apply.
    Does not establish: That a club's controls are reasonable, that the Privacy Act applies or that a particular retention period is correct.

What still needs a person to confirm

  • Confirm which privacy, records, safeguarding and other legal duties apply to the club and this local design.
  • Confirm current ClubRunner or other platform features, permissions, licence settings and supplier instructions in the club's actual account.
  • Test accessibility and alternative participation routes with affected members rather than inferring conformance from the guide.
  • Confirm every local fact, starting point, measure, cost, owner and claim before the club decides to proceed.
  • Resolve any candidate District-source provenance and approval decision without treating the candidate as controlled authority.

The source-verification release gate remains closed.

Checks still on hold

Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.

What could this idea change?

It reduces avoidable administration and makes club information easier to find, use and hand over.

It may suit: Members who use or maintain the club's information, communications and digital tools.

Could this work in our club?

  • Consider Officer Digital Guides when ClubRunner tasks depend on one person, records are inconsistent or members cannot find what they need.
  • A club where the club has a defined user need, accountable owner, current platform information, proportionate data plan and a safe way to test and reverse the change.
  • A club with a real need for safe and competent ClubRunner use and capacity to support a bounded 90-day initiative with a clear outcome, participant choices, safeguards and decision date.
  • A 90-day trial of Officer Digital Guides with a starting point, named participants, a resource ceiling and a scheduled continue, adapt or stop decision.

Before you start

  • A board-approved brief naming which ClubRunner task, role and access level members need to perform accurately, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
  • A starting-point record and participant plan suited to a bounded 90-day initiative with a clear outcome, participant choices, safeguards and decision date, with accessible information, voluntary choices and a supported alternative route where needed.
  • Named delivery, evidence and decision owners, including a person authorised to pause Officer Digital Guides when a safeguard, permission or boundary is not met.
  • A proportionate check of governing documents, privacy, information security, accessibility, conflicts, safeguarding, work health and safety, records, finance and referral duties for the actual local design.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Officer Digital Guides will change, continue or stop.

Made for this initiative

Tailored supporting documents

These working documents use the decisions, safeguards and evidence needs of this initiative. Complete them with the people affected and keep the agreed version with the club's project record.

01

Officer Digital Guides User Need and System Boundary Brief

Define the user problem, information flow and excluded uses.

Open supporting document
02

Officer Digital Guides Data Inventory and Purpose Map

Link every field and transfer to a necessary purpose.

Open supporting document
03

Officer Digital Guides Privacy, Consent and Notice Check

Make information handling and choices clear before collection or publication.

Open supporting document
04

Officer Digital Guides Access and Permission Matrix

Apply least privilege and accountable access reviews.

Open supporting document
05

Officer Digital Guides Accessible User Test Script

Test the real task with varied users and alternatives.

Open supporting document
06

Officer Digital Guides Configuration and Change Register

Maintain a reviewable record of settings, integrations and releases.

Open supporting document
07

Officer Digital Guides Incident, Exception and Recovery Card

Give volunteers a safe response route when the workflow fails or data is exposed.

Open supporting document
08

Officer Digital Guides Handover, Backup and Maintenance Plan

Keep the service operable beyond one volunteer.

Open supporting document
09

Officer Digital Guides ClubRunner Mastery Delivery Check

Test whether Officer Digital Guides genuinely advances safe and competent ClubRunner use within the subtheme boundary.

Open supporting document
10

Officer Digital Guides Initiative Delivery Blueprint

Turn the initiative title into a locally authorised and testable club design.

Open supporting document
11

Officer Digital Guides Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Officer Digital Guides into one accountable record.

Open supporting document

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.

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

01

Are we ready to try this?

Use this worksheet to decide whether a small first try is realistic and what the club must settle before it starts.

Open worksheet
02

Workflow map

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

Open worksheet
03

User guide

Use this worksheet to prepare a practical learning or mentoring session and follow up afterwards.

Open worksheet
04

Review log

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next.

Open worksheet