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S-064 · Theme 5

Digital Member Directory

Members connect more easily while contact details remain controlled.

Where this idea came from

Playbook entry
S-064 · Digital Member Directory
Theme
Theme 5: Digital, Data & Systems · Subtheme 4: Communication Platforms
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 Digital Member Directory, 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.
  • Enhancing Belonging and Engagement at Rotary (Rotary International)
    Used for: Rotary identifies belonging, respect, accessibility and equitable access to opportunities, networks and support as central to participation and thriving.
  • Hosting accessible and inclusive online meetings and events (Australian Human Rights Commission)
    Used for: Accessible online participation starts with platform choice, alternative dial-in access, accessible materials, inclusive facilitation, adjustment planning and accessible follow-up.
  • Chapter 3: APP 3 Collection of solicited personal information (Office of the Australian Information Commissioner)
    Used for: Personal-information collection should be lawful, fair, proportionate and minimised, with additional controls for sensitive information; each club must confirm how privacy law applies to it.

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.
  • Enhancing Belonging and Engagement at Rotary
    Supports: Belonging, accessibility and equitable participation principles for digital member experiences.
    Does not establish: That a particular digital workflow is inclusive, accessible or suitable without testing with affected people.
  • Hosting accessible and inclusive online meetings and events
    Supports: Practical accessibility and inclusion safeguards for online participation.
    Does not establish: Conformance of a particular platform, document or club process without user testing and local accessibility review.
  • Chapter 3: APP 3 Collection of solicited personal information
    Supports: Data-minimisation, collection-purpose, proportionality and consent safeguards where the Privacy Act and APP 3 apply.
    Does not establish: Whether a particular Rotary club is an APP entity or whether a proposed collection is lawful in its actual circumstances.

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 Digital Member Directory when messages are duplicated, missed or spread across tools without clear ownership.
  • 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 accessible club communications and capacity to support a maintained club artefact with a defined user, owner, version, source of truth and review cycle.
  • A 90-day trial of Digital Member Directory 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 audience, purpose, channel and response route the communication system will serve, the local authority, people affected, fixed constraints, resource ceiling, decision date and stop conditions.
  • A starting-point record and participant plan suited to a maintained club artefact with a defined user, owner, version, source of truth and review cycle, with accessible information, voluntary choices and a supported alternative route where needed.
  • Named delivery, evidence and decision owners, including a person authorised to pause Digital Member Directory 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 Digital Member Directory 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

Digital Member Directory User Need and System Boundary Brief

Define the user problem, information flow and excluded uses.

Open supporting document
02

Digital Member Directory Data Inventory and Purpose Map

Link every field and transfer to a necessary purpose.

Open supporting document
03

Digital Member Directory Privacy, Consent and Notice Check

Make information handling and choices clear before collection or publication.

Open supporting document
04

Digital Member Directory Access and Permission Matrix

Apply least privilege and accountable access reviews.

Open supporting document
05

Digital Member Directory Accessible User Test Script

Test the real task with varied users and alternatives.

Open supporting document
06

Digital Member Directory Configuration and Change Register

Maintain a reviewable record of settings, integrations and releases.

Open supporting document
07

Digital Member Directory Incident, Exception and Recovery Card

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

Open supporting document
08

Digital Member Directory Handover, Backup and Maintenance Plan

Keep the service operable beyond one volunteer.

Open supporting document
09

Digital Member Directory Communication Platforms Delivery Check

Test whether Digital Member Directory genuinely advances accessible club communications within the subtheme boundary.

Open supporting document
10

Digital Member Directory System Ownership and Version Register

Keep the artefact current, findable, controlled and maintainable.

Open supporting document
11

Digital Member Directory Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Digital Member Directory 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

Directory template

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

Open worksheet
02

Safety and approval check

Use this worksheet to notice problems early, make the idea safer and know who needs to say yes or help.

Open worksheet