M-T1-CP-26-SD-02 — Partner 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-26-SD-02 |
| Exact derivative title | Partner Invitation Template |
| Source initiative | M-T1-CP-26 - Rotary Community Service Expo |
| Source initiative code | M-T1-CP-26 |
| Source initiative title | Rotary Community Service Expo |
| Initiative disposition | Absorbed as overlay |
| 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 | Volunteer Opportunity Expo |
| Redirect or tombstone route | Permanent overlay alias from M-T1-CP-26 to M-T1-CP-18; retain M-T1-CP-26-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 B — Professional invitation; Volunteer Opportunity Expo overlay |
Adaptation note
For community organisations contributing volunteer opportunities to a service expo. Treat this as the Volunteer Opportunity Expo variant under the canonical M-T1-CP-18 architecture. Ask partners to describe real, current opportunities and supply approved eligibility, onboarding, safety, insurance, contact, access and follow-up details. Avoid duplicating a separate generic expo campaign. The primary action is to submit an opportunity and confirm participation. Validate opportunity information, issue one operational confirmation, thank partners and reconcile enquiries/referrals under the agreed process.
Instructions
- Use only for the Volunteer Opportunity Expo overlay under M-T1-CP-18; keep the exact CP-26 supporting-document code.
- Address one organisation and one responsible contact. Explain why its current volunteer opportunities are relevant to the expo audience.
- Ask for current, open and supportable opportunities only. Do not publish expressions of future intent as active roles.
- Require the partner to complete the opportunity-information block before written participation confirmation.
- Confirm who receives enquiries, who assesses or onboards prospective volunteers, how referrals are recorded and what feedback returns to the expo team.
- Do not imply Rotary endorsement, verification of the organisation, guaranteed referrals, funding, exclusivity or a legal partnership.
- Resolve every controlled field and complete opportunity, safety, insurance, access, privacy, brand, rights and operational review before sending.
Controlled fields
| Field | Completion instruction | Evidence |
|---|---|---|
| {{FIRST_NAME}} / {{ORGANISATION_NAME}} | Enter the authorised recipient and organisation names. | Professional contact record |
| {{HOST_ENTITY}} | Enter the official entity hosting the canonical expo. | Initiative approval |
| {{INVITATION_REASON}} | State why the organisation’s current opportunities fit the Volunteer Opportunity Expo purpose. | Partner outreach plan |
| {{PUBLIC_EVENT_NAME}} | Enter the approved expo public title. | Event brief |
| {{PURPOSE_SENTENCE}} / {{VALUE_PROMISE}} | State the expo purpose and practical value without guaranteeing enquiries or placements. | Initiative/message briefs |
| {{OPPORTUNITY_SUBMISSION_ROUTE}} / {{SUBMISSION_DEADLINE}} | Enter the tested route and deadline for the controlled opportunity record. | Partner intake configuration and link test |
| {{REQUIRED_OPPORTUNITY_INFORMATION}} | List the mandatory role, task, location, time, eligibility, onboarding, supervision, safety, insurance, access and contact information. | Opportunity governance plan |
| {{VALIDATION_AND_APPROVAL_PROCESS}} | Explain the fact, safety, access, privacy, brand and rights checks required before publication. | Expo production plan |
| {{ENQUIRY_AND_REFERRAL_PROCESS}} | Explain who receives enquiries, handles introductions/referrals, records outcomes and responds to people. | Referral/data-handling plan |
| {{EVENT_DATE_LONG}} / {{START_TIME}} / {{END_TIME}} / {{TIME_ZONE}} | Enter confirmed public expo timing. | Venue confirmation/run sheet |
| {{ARRIVAL_TIME}} / {{SETUP_WINDOW}} / {{PACK_DOWN_WINDOW}} | Enter partner arrival, setup and pack-down timing. | Operational run sheet |
| {{VENUE_NAME}} / {{VENUE_ADDRESS}} / {{PARTNER_ENTRY_ROUTE}} | Enter confirmed venue and partner loading/entry route. | Venue/site plan |
| {{SPACE_EQUIPMENT_POWER}} | State approved footprint, furniture, display, equipment and power provisions/limits. | Floor plan and technical brief |
| {{PARTNER_STAFFING_AND_CONDUCT}} | State staffing, passes, breaks, conduct and public-engagement conditions. | Participant/people plan |
| {{DATA_CAPTURE_RULES}} | State whether direct data capture is allowed and the approved notice, consent and sharing rules. | Privacy review |
| {{BRAND_CONTENT_AND_RIGHTS}} | State requirements for marks, images, opportunity claims, handouts and public approval. | Brand and rights review |
| {{SAFETY_AND_INSURANCE}} | State only approved safety, insurance and activity restrictions. | Safety/insurance decision |
| {{ACCESSIBILITY_SUMMARY}} | State specific confirmed expo and partner access provisions. | Accessibility review |
| {{COST_TEXT}} | State the approved partner cost, contribution, inclusion or “No charge”. | Budget/commercial approval |
| {{RSVP_DEADLINE}} / {{RSVP_URL}} | Enter the accept/decline/question deadline and tested route. | Partner response plan and link test |
| {{PRIMARY_CONTACT_NAME}} / {{PRIMARY_CONTACT_EMAIL}} / {{PRIMARY_CONTACT_PHONE}} | Enter the monitored partner liaison. | Contact approval |
| {{PRIVACY_NOTICE_URL}} / {{PREFERENCE_ROUTE}} | Enter tested privacy and communication-preference routes. | Privacy and communications review |
Configured partner invitation
Subject: Invitation to contribute volunteer opportunities to {{PUBLIC_EVENT_NAME}}
Hello {{FIRST_NAME}},
{{HOST_ENTITY}} invites {{ORGANISATION_NAME}} to consider contributing current volunteer opportunities to {{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 submit one or more real, currently available volunteer opportunities for validation and, if approved, present them at the expo.
Submit the opportunity information by {{SUBMISSION_DEADLINE}} at {{OPPORTUNITY_SUBMISSION_ROUTE}}.
Required opportunity information
{{REQUIRED_OPPORTUNITY_INFORMATION}}
How submissions and enquiries will be handled
- Validation and approval: {{VALIDATION_AND_APPROVAL_PROCESS}}
- Enquiries, introductions and referrals: {{ENQUIRY_AND_REFERRAL_PROCESS}}
- Visitor data capture: {{DATA_CAPTURE_RULES}}
- Brand, content and rights: {{BRAND_CONTENT_AND_RIGHTS}}
Expo participation details
- Public event: {{EVENT_DATE_LONG}}, {{START_TIME}}–{{END_TIME}} {{TIME_ZONE}}
- Venue: {{VENUE_NAME}}, {{VENUE_ADDRESS}}
- Arrival/setup: {{ARRIVAL_TIME}}; {{SETUP_WINDOW}}
- Pack-down: {{PACK_DOWN_WINDOW}}
- Partner entry/loading: {{PARTNER_ENTRY_ROUTE}}
- Space, equipment and power: {{SPACE_EQUIPMENT_POWER}}
- Partner staffing and conduct: {{PARTNER_STAFFING_AND_CONDUCT}}
- Safety and insurance: {{SAFETY_AND_INSURANCE}}
- Access arrangements: {{ACCESSIBILITY_SUMMARY}}
- Cost or approved contribution: {{COST_TEXT}}
Please accept, decline or request 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}} validates the opportunity information and issues written operational confirmation. This invitation does not create endorsement, guaranteed referrals, funding, exclusivity or a legal partnership.
Thank you for considering it. We value a clear answer either way.
Warm regards, {{PRIMARY_CONTACT_NAME}} {{HOST_ENTITY}}
Privacy: Response and referral information will be handled as described at {{PRIVACY_NOTICE_URL}}. Communication preferences: {{PREFERENCE_ROUTE}}
Opportunity validation record
| Control | Partner entry | Reviewer / evidence | Outcome |
|---|---|---|---|
| Opportunity is current and accepting enquiries | |||
| Role purpose, tasks, location and time | |||
| Eligibility, age, screening and onboarding | |||
| Supervision, training and support | |||
| Safety, equipment and insurance | |||
| Physical, communication and participation access | |||
| Named public and operational contacts | |||
| Enquiry/referral response standard | |||
| Data collection, notice, consent and sharing | |||
| Claims, marks, images, handouts and rights | |||
| Review/expiry date for opportunity information |
Partner readiness and release checklist
- [ ] CP-26 is identified as the Volunteer Opportunity Expo overlay under CP-18, with no duplicate generic expo campaign.
- [ ] Organisation relevance and each opportunity’s current availability are evidenced.
- [ ] Role, eligibility, onboarding, supervision, safety, insurance, access, contact and follow-up details pass validation.
- [ ] Enquiry/referral roles, response time, records, privacy boundaries and feedback process are agreed.
- [ ] Invitation creates no endorsement, guaranteed referral, funding, exclusivity or legal partnership promise.
- [ ] Venue, setup, pack-down, space, power, staffing, conduct, safety, access and cost conditions are final.
- [ ] Submission, RSVP, privacy, preference and correction routes pass direct, mobile and keyboard testing.
- [ ] One written operational confirmation and one 72-hour reminder are prepared; duplicate instructions are suppressed.
- [ ] Partner thanks and any later partnership discussion are separate, agreed follow-ups.
- [ ] Public opportunity information has an owner and recheck/expiry date.
- [ ] The release candidate contains no unresolved double-brace fields.
Review record
| Review domain | Reviewer | Outcome / required change | Date |
|---|---|---|---|
| Canonical overlay and opportunity relevance | |||
| Opportunity, safety and insurance validation | |||
| Accessibility | |||
| Privacy, enquiry and referral handling | |||
| Brand, rights and public claims | |||
| Event operations and final approval |
