Download this club pack

S-066 · Theme 5

Contact Confirmation Campaign

Use Contact Confirmation Campaign to keep club data accurate, appropriately accessed and retained only for a clear purpose.

Where this idea came from

Playbook entry
S-066 · Contact Confirmation Campaign
Theme
Theme 5: Digital, Data & Systems · Subtheme 5: Data Governance
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 Contact Confirmation Campaign, a finding that it suits any club or approval of its local design.

Primary references consulted

  • Keeping charity records (Australian Charities and Not-for-profits Commission)
    Used for: Appropriate financial and operational records support governance, decision-making, financial management, risk management and public trust, subject to the organisation's actual obligations.
  • 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.
  • 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.
  • Small business cyber security guide (Australian Signals Directorate's Australian Cyber Security Centre)
    Used for: A practical security baseline includes multi-factor authentication, software updates, regular tested backups and advice suited to the organisation's actual systems and risk.
  • 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.

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

  • 5 current primary pages used by this guide were reopened on 9 August 2026.
  • 5 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
  • Keeping charity records
    Supports: The value of accurate operational and decision records and proportionate retention controls.
    Does not establish: That a Rotary club is an ACNC-registered charity or that a stated retention period applies to that club.
  • 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.
  • 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.
  • Small business cyber security guide
    Supports: A practical minimum cyber-security baseline for smaller organisations and volunteer-run systems.
    Does not establish: That the baseline is sufficient for a club's actual risk, system architecture, supplier arrangements or legal obligations.
  • 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.

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 Contact Confirmation Campaign when information is stored in several places or the club cannot readily explain who can access it and why.
  • 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 accountable data governance and capacity to support a bounded 90-day initiative with a clear outcome, participant choices, safeguards and decision date.
  • A 90-day trial of Contact Confirmation Campaign 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 information assets, owners, permissions, retention and disposal rules the club needs, 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 Contact Confirmation Campaign 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 Contact Confirmation Campaign 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

Contact Confirmation Campaign User Need and System Boundary Brief

Define the user problem, information flow and excluded uses.

Open supporting document
02

Contact Confirmation Campaign Data Inventory and Purpose Map

Link every field and transfer to a necessary purpose.

Open supporting document
03

Contact Confirmation Campaign Privacy, Consent and Notice Check

Make information handling and choices clear before collection or publication.

Open supporting document
04

Contact Confirmation Campaign Access and Permission Matrix

Apply least privilege and accountable access reviews.

Open supporting document
05

Contact Confirmation Campaign Accessible User Test Script

Test the real task with varied users and alternatives.

Open supporting document
06

Contact Confirmation Campaign Configuration and Change Register

Maintain a reviewable record of settings, integrations and releases.

Open supporting document
07

Contact Confirmation Campaign Incident, Exception and Recovery Card

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

Open supporting document
08

Contact Confirmation Campaign Handover, Backup and Maintenance Plan

Keep the service operable beyond one volunteer.

Open supporting document
09

Contact Confirmation Campaign Data Governance Delivery Check

Test whether Contact Confirmation Campaign genuinely advances accountable data governance within the subtheme boundary.

Open supporting document
10

Contact Confirmation Campaign Initiative Delivery Blueprint

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

Open supporting document
11

Contact Confirmation Campaign Evidence, Decision and Close-Out Record

Bring the evidence, limitations, participant response and final decision for Contact Confirmation Campaign 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

Project brief

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

Open worksheet
02

Progress tracker

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