M-T1-CP-15-SD-02 — Invitation Template
Release control
| Field | Controlled value |
|---|---|
| Status | REVIEW — configured derivative; not approved for distribution |
| Derivative version | v0.1 |
| Supporting-document code | M-T1-CP-15-SD-02 |
| Exact derivative title | Invitation Template |
| Source initiative | M-T1-CP-15 - Neighbourhood Rotary Conversations |
| Source initiative code | M-T1-CP-15 |
| Source initiative title | Neighbourhood Rotary Conversations |
| Initiative disposition | Absorbed as overlay |
| Canonical parent | M-T1-CP-12 - Community Listening Sessions |
| Canonical parent code and title | M-T1-CP-12 - Community Listening Sessions |
| Named overlay or migration label | Neighbourhood Small-Group Conversation |
| Redirect or tombstone route | Permanent overlay alias from M-T1-CP-15 to M-T1-CP-12; retain M-T1-CP-15-SD-02 as the stable asset code |
| Family master | Playbook_F04_Invitations_Promotion_Follow_Up_Master.md |
| Family / master version | F04 / 1.0 |
| Recorded master SHA-256 | d4929a7b2b9449751d9999421963dbeff02e8c6c6d867dfcae66623e9446df69 |
| Authoritative index | Playbook_Supporting_Documents_Master_Index.md v1.1 |
| Configured master variant | Master A — shortened personal invitation; CP-12 listening controls inherited |
Adaptation note
For a small, clearly defined neighbourhood audience and an informal local conversation. Use a short, personal form. Name the real neighbourhood connection, small-group format, host, capacity, exact location-sharing approach and safety/access arrangements. Avoid institutional language and a mass-mail tone. The primary action is to accept, decline or suggest a locally relevant issue through the approved route. Follow with personal thanks and the one promised local action; do not transfer recipients automatically to general promotions.
Instructions
- Use only for the Neighbourhood Small-Group Conversation overlay under M-T1-CP-12. Keep the stable CP-15 supporting-document code.
- Invite a defined local segment through an approved relationship or public opt-in route; do not scrape neighbourhood contact details.
- Keep the message short and personal while retaining scope, input handling, privacy, access, safety and report-back facts.
- Publish a full address in the invitation only when the host and safety plan permit it. Otherwise state the approved location-sharing process.
- Record accept, decline and no-further-contact outcomes. A local conversation does not grant permission for a general Rotary mailing list.
- Resolve every controlled field and have the host, Initiative Lead, Privacy Reviewer and Accessibility Reviewer approve the final version.
Controlled fields
| Field | Completion instruction | Evidence |
|---|---|---|
| {{FIRST_NAME}} | Use the preferred name from an authorised relationship record. | Contact record |
| {{HOST_ENTITY}} / {{LOCAL_HOST_NAME}} | Enter the accountable Rotary entity and the approved local host. | Initiative and host approval |
| {{NEIGHBOURHOOD_CONNECTION}} | State the real local connection that makes the invitation relevant. | Audience/relationship plan |
| {{PUBLIC_EVENT_NAME}} | Enter the approved small-group conversation title. | Session brief |
| {{LOCAL_PURPOSE}} | State the local question or issue the host wants to understand. | Listening brief |
| {{TOPICS_IN_SCOPE}} | Name the approved issues that can be discussed. | Facilitation plan |
| {{INPUT_AND_REPORT_BACK}} | Explain note-taking, attribution, use of input and the one promised report-back action. | Privacy and follow-up plan |
| {{EVENT_DATE_LONG}} / {{START_TIME}} / {{END_TIME}} / {{TIME_ZONE}} | Enter complete confirmed timing. | Host confirmation and run sheet |
| {{LOCATION_SHARING_APPROACH}} | Enter the approved venue/address or explain when and how confirmed guests receive it. | Site and safety plan |
| {{CAPACITY_TEXT}} | State the real small-group limit and waitlist arrangement. | Host/session approval |
| {{ACCESSIBILITY_SUMMARY}} / {{ACCESSIBILITY_CONTACT}} | State specific provisions and a monitored adjustment/alternative route. | Accessibility review |
| {{SAFETY_AND_PARTICIPATION}} | State approved arrival, household/site, supervision or conduct information without unnecessary detail. | Safety/host brief |
| {{RSVP_DEADLINE}} / {{RSVP_URL}} / {{RSVP_EMAIL}} / {{RSVP_PHONE}} | Enter the deadline and tested response/human contact routes. | Registration plan and link tests |
| {{PRIMARY_CONTACT_NAME}} / {{PRIMARY_CONTACT_EMAIL}} | Enter the approved follow-up owner. | Contact approval |
| {{PRIVACY_NOTICE_URL}} / {{PREFERENCE_ROUTE}} | Enter tested privacy and preference routes. | Privacy and communications review |
Configured neighbourhood invitation
Subject: A small neighbourhood conversation on {{EVENT_DATE_LONG}}
Hello {{FIRST_NAME}},
I’m {{LOCAL_HOST_NAME}}, writing with {{HOST_ENTITY}} because {{NEIGHBOURHOOD_CONNECTION}}.
I’d like to invite you to {{PUBLIC_EVENT_NAME}}, a small, informal conversation about {{LOCAL_PURPOSE}}.
We’ll keep the group to {{CAPACITY_TEXT}} so everyone has room to contribute. The discussion can cover {{TOPICS_IN_SCOPE}}.
How input will be used
{{INPUT_AND_REPORT_BACK}}
This is a listening conversation, not a promise that every suggestion will be adopted and not a request to join Rotary.
When: {{EVENT_DATE_LONG}}, {{START_TIME}}–{{END_TIME}} {{TIME_ZONE}} Where: {{LOCATION_SHARING_APPROACH}} Access: {{ACCESSIBILITY_SUMMARY}} Safety and participation: {{SAFETY_AND_PARTICIPATION}}
Please accept, decline or suggest a locally relevant issue by {{RSVP_DEADLINE}} at {{RSVP_URL}}. You can also email {{RSVP_EMAIL}} or call {{RSVP_PHONE}}.
For an adjustment or another approved way to contribute, contact {{ACCESSIBILITY_CONTACT}}.
Warm regards,
{{PRIMARY_CONTACT_NAME}} {{HOST_ENTITY}} {{PRIMARY_CONTACT_EMAIL}}
Privacy information: {{PRIVACY_NOTICE_URL}} Communication preferences: {{PREFERENCE_ROUTE}}
Host and distribution checklist
- [ ] CP-15 is presented as the Neighbourhood Small-Group Conversation overlay under CP-12, not as a separate canonical initiative.
- [ ] Each recipient has an approved local relationship or opt-in basis and a truthful neighbourhood connection.
- [ ] Group size, local scope, facilitation, input handling and report-back promise are confirmed.
- [ ] The location-sharing method protects the host and participants while giving confirmed guests sufficient decision information.
- [ ] Specific access, alternative-participation and safety routes are approved and monitored.
- [ ] Accept, decline and issue-suggestion routes have been tested on mobile and with keyboard-only use.
- [ ] No recipient will be transferred to general promotion without separate recorded permission.
- [ ] Personal thanks and the one promised local action have owners and due dates.
- [ ] The final message uses a personal tone, contains no institutional filler and has no unresolved double-brace fields.
- [ ] Host, Initiative Lead, Communications, Privacy and Accessibility reviews are recorded.
Review record
| Review domain | Reviewer | Outcome / required change | Date |
|---|---|---|---|
| Canonical overlay and local scope | |||
| Host, location and safety | |||
| Communications and proof | |||
| Privacy and audience permission | |||
| Accessibility and response pathway | |||
| Final approval |
