M-T1-CP-18-SD-02 — Exhibitor 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-18-SD-02 |
| Exact derivative title | Exhibitor Invitation Template |
| Source initiative | M-T1-CP-18 - Rotary Community Expo |
| Source initiative code | M-T1-CP-18 |
| Source initiative title | Rotary Community Expo |
| Initiative disposition | Canonical retained |
| Canonical parent | M-T1-CP-18 - Rotary Community Expo |
| Canonical parent code and title | M-T1-CP-18 - Rotary Community Expo |
| Named overlay or migration label | General multi-organisation expo |
| Redirect or tombstone route | None |
| 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 B — Professional invitation for exhibitors or partners |
Adaptation note
For local organisations, charities and community groups invited to contribute to the Rotary Community Expo. Attach approved exhibitor information covering purpose, public audience, booth/space, setup, equipment, power, staffing, access, safety, insurance where required by the approved plan, data capture, brand display, cancellation and pack-down. Do not imply endorsement or partnership. The primary action is to accept, decline or request a scoping conversation. Follow with written confirmation, an operational pack, a 72-hour reminder, role-specific thanks and only the agreed partnership next step.
Instructions
- Personalise each invitation to one organisation and explain why its work is relevant to the approved expo purpose.
- Send the invitation with the completed exhibitor conditions below. Do not ask an organisation to agree to conditions that remain undecided.
- Distinguish an invitation to exhibit from partnership, sponsorship, funding, exclusivity or endorsement.
- Require a written confirmation after acceptance. The invitation alone does not allocate space or approve public claims, marks, activities or data collection.
- Record decline and no-further-contact requests immediately. Keep operational communication separate from optional future promotion.
- Resolve every field and complete safety, access, rights, privacy, brand and operational reviews before sending.
Controlled fields
| Field | Completion instruction | Evidence |
|---|---|---|
| {{FIRST_NAME}} / {{ORGANISATION_NAME}} | Enter the authorised recipient and organisation names. | Professional contact and relationship record |
| {{HOST_ENTITY}} | Enter the official club or District entity hosting the expo. | Initiative approval |
| {{INVITATION_REASON}} | State the truthful relevance of this organisation to the expo audience/purpose. | Exhibitor outreach plan |
| {{PUBLIC_EVENT_NAME}} | Enter the approved expo public title. | Event brief |
| {{PURPOSE_SENTENCE}} / {{VALUE_PROMISE}} | State what the expo enables and the practical audience/organisation value without guarantees. | Initiative and message briefs |
| {{EVENT_DATE_LONG}} / {{START_TIME}} / {{END_TIME}} / {{TIME_ZONE}} | Enter confirmed public timing. | Venue confirmation and run sheet |
| {{ARRIVAL_TIME}} / {{SETUP_WINDOW}} / {{PACK_DOWN_WINDOW}} | Enter approved arrival, setup and pack-down timing. | Operational run sheet |
| {{VENUE_NAME}} / {{VENUE_ADDRESS}} / {{EXHIBITOR_ENTRY_ROUTE}} | Enter the venue, full address and approved loading/entry instructions. | Venue/site plan |
| {{SPACE_AND_EQUIPMENT}} / {{POWER_AND_CONNECTIVITY}} | State approved footprint, furniture, equipment, power and connectivity provisions/limits. | Floor plan and technical brief |
| {{STAFFING_AND_ACCESS}} | State exhibitor staffing, passes, breaks and access provisions. | People and accessibility plans |
| {{SAFETY_AND_INSURANCE}} | State only approved safety, risk, insurance and activity restrictions. | Safety/insurance decision |
| {{DATA_CAPTURE_RULES}} | State approved rules for collecting visitor details, notices, consent and sharing. | Privacy review |
| {{BRAND_AND_CONTENT_RULES}} | State mark, claim, display, image and content-approval conditions. | Brand and rights review |
| {{COST_TEXT}} | State approved exhibitor fee, inclusion or “No charge”. | Budget/commercial approval |
| {{CANCELLATION_AND_CHANGE_RULES}} | State the approved cancellation, substitution and event-change process. | Contingency plan |
| {{RSVP_DEADLINE}} / {{RSVP_URL}} | Enter the response deadline and tested accept/decline/question route. | Exhibitor response plan and link test |
| {{PRIMARY_CONTACT_NAME}} / {{PRIMARY_CONTACT_EMAIL}} / {{PRIMARY_CONTACT_PHONE}} | Enter the monitored exhibitor contact. | Contact approval |
| {{ACCESSIBILITY_SUMMARY}} | State specific confirmed event and exhibitor access provisions. | Accessibility review |
| {{RECORDING_NOTICE}} | State approved photography/recording arrangements and choices. | Recording and release plan |
| {{PRIVACY_NOTICE_URL}} / {{PREFERENCE_ROUTE}} | Enter tested privacy and communication-preference routes. | Privacy and communications review |
Configured exhibitor invitation
Subject: Exhibitor invitation: contribute to {{PUBLIC_EVENT_NAME}}
Hello {{FIRST_NAME}},
{{HOST_ENTITY}} invites {{ORGANISATION_NAME}} to consider exhibiting at {{PUBLIC_EVENT_NAME}} on {{EVENT_DATE_LONG}}.
{{PURPOSE_SENTENCE}} We are approaching your organisation because {{INVITATION_REASON}}. {{VALUE_PROMISE}}
The invitation
We are asking {{ORGANISATION_NAME}} to present an approved display or activity that helps visitors understand its current community work and practical ways to engage.
Public event details
- Date and time: {{EVENT_DATE_LONG}}, {{START_TIME}}–{{END_TIME}} {{TIME_ZONE}}
- Venue: {{VENUE_NAME}}, {{VENUE_ADDRESS}}
- Exhibitor arrival/setup: {{ARRIVAL_TIME}}; {{SETUP_WINDOW}}
- Pack-down: {{PACK_DOWN_WINDOW}}
- Exhibitor entry/loading: {{EXHIBITOR_ENTRY_ROUTE}}
- Cost or approved contribution: {{COST_TEXT}}
- Access arrangements: {{ACCESSIBILITY_SUMMARY}}
- Recording arrangements: {{RECORDING_NOTICE}}
Approved exhibitor conditions
- Space and equipment: {{SPACE_AND_EQUIPMENT}}
- Power and connectivity: {{POWER_AND_CONNECTIVITY}}
- Staffing and access: {{STAFFING_AND_ACCESS}}
- Safety and insurance: {{SAFETY_AND_INSURANCE}}
- Visitor data capture: {{DATA_CAPTURE_RULES}}
- Brand, displays and public content: {{BRAND_AND_CONTENT_RULES}}
- Cancellation, substitution and changes: {{CANCELLATION_AND_CHANGE_RULES}}
Please accept, decline or ask for a scoping conversation by {{RSVP_DEADLINE}} at {{RSVP_URL}}, or contact {{PRIMARY_CONTACT_NAME}} at {{PRIMARY_CONTACT_EMAIL}} / {{PRIMARY_CONTACT_PHONE}}.
Participation is confirmed only when {{HOST_ENTITY}} issues written confirmation. This invitation does not create a partnership, endorsement, funding commitment or exclusivity arrangement.
Thank you for considering it. We value a clear answer either way.
Warm regards, {{PRIMARY_CONTACT_NAME}} {{HOST_ENTITY}}
Privacy: Response information will be handled as described at {{PRIVACY_NOTICE_URL}}. Communication preferences: {{PREFERENCE_ROUTE}}
Exhibitor readiness and release checklist
- [ ] The organisation-specific invitation reason and public value are accurate and approved.
- [ ] Venue, floor plan, capacity, setup, pack-down, loading and equipment decisions are final.
- [ ] Space, power, staffing, safety, insurance, data, brand, content, access and cancellation conditions are complete.
- [ ] Invitation language creates no unintended partnership, endorsement, funding or exclusivity promise.
- [ ] The accept/decline/question route, privacy notice and preference route pass direct and mobile tests.
- [ ] Written confirmation, operational pack, 72-hour reminder and event-day contact are prepared.
- [ ] Exhibitor claims, images, marks and proposed data capture will be reviewed before public use.
- [ ] Role-specific thanks and any agreed next conversation have owners and permission boundaries.
- [ ] Declines and no-further-contact requests are recorded before additional outreach.
- [ ] The release candidate contains no unresolved double-brace fields.
Exhibitor response and confirmation record
| Item | Controlled entry |
|---|---|
| Organisation / contact | |
| Response: accept / decline / discuss | |
| Date and source of response | |
| Conditions or questions requiring decision | |
| Written confirmation owner / due date | |
| Operational pack issued / version | |
| Future-contact preference |
Review record
| Review domain | Reviewer | Outcome / required change | Date |
|---|---|---|---|
| Initiative and exhibitor relevance | |||
| Venue, safety and operations | |||
| Accessibility | |||
| Privacy and data capture | |||
| Brand, rights and claims | |||
| Final approval |
