S-048 · Worksheet 1

Assessment worksheet

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 Engagement Scorecard.

Where this idea came from

Playbook entry: S-048 · Member Engagement Scorecard
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

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 Engagement Scorecard. Look for a defined question, information suited to that question, clearly noted limitations and decisions that can be explained without exposing individuals.
	Member Engagement Scorecard produces a dated findings summary that separates facts, experience, assumptions and unanswered questions by the promised decision date, with evidence limitations, participation gaps and unintended effects stated.
	People affected can explain the purpose, their choices, the boundary and how to raise an access, privacy, safety or governance concern.
	The trial shows whether responsible member analytics improved from the recorded starting point without shifting hidden workload, risk or exclusion elsewhere.
	Every accepted action has an owner, due date and completion evidence, and the club records a reasoned continue, adapt, refer, scale or stop decision.

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 S-048 pages and worksheets