S-037 · Worksheet 3

User guide

Use this worksheet to prepare a practical learning or mentoring session and follow up afterwards. It belongs to the club pack for Monthly Member Report.

Where this idea came from

Playbook entry: S-037 · Monthly Member Report
Theme: Theme 5: Digital, Data & Systems · Subtheme 3: Member Analytics
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

What should people be able to do afterwards?

The session should help people contribute to: Use Monthly Member Report to use member information to understand patterns and improve support without reducing people to statistics.

Write one thing people should be able to do, and how you will check

Plan the learning

Training or mentoring plan
Part	What happens	Who leads	How people can take part	Follow-up
Welcome	Explain the purpose and check what people need
Explore	Talk about what happens now
Practice	Try one relevant activity
Reflect	What made sense? What support is still needed?
Follow up	Agree one next step and how people can ask for help

Back to the club pack

See all S-037 pages and worksheets