Strategic planning techniques for grand lodge
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Strategic Planning Techniques for Grand Lodge. Conference of Grand Masters February 20, 2007. Alvin W. Jorgensen, PGM Grand Lodge of Washington F&AM. Overview. Benefits Prerequisites Up or Down Where to Start Developing the Plan Allocating the Resources Implementation

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Strategic planning techniques for grand lodge

Strategic Planning Techniquesfor Grand Lodge

Conference of Grand Masters

February 20, 2007

Alvin W. Jorgensen, PGM Grand Lodge of Washington F&AM


Overview

Overview

  • Benefits

  • Prerequisites

  • Up or Down

  • Where to Start

  • Developing the Plan

  • Allocating the Resources

  • Implementation

  • Follow-up, Review, Re-validate, Reschedule


Benefits

Benefits

  • Continuity of Programs

  • Unity of Effort

  • Allocation of Resources

    • Money

    • Manpower

    • Time


Strategic planning techniques for grand lodge

ACE

  • Accountability

  • Commitment

  • Enthusiasm


Up or down

Up or Down?

  • Choose the Approach

    • Bottom up or Top down

    • Personality dependent

  • Top Down – more control

  • Bottom Up – sense of ownership


Where to start

Where to Start

  • Resources

    • Previous plans

    • Seven Steps (Masonic Renewal Committee)

    • Membership

    • Other Jurisdictions

  • Elected Officer Support

  • Survey of the Membership


Vision

Vision

  • Time frame

  • Paint a picture

  • Vs Mission


Vision example

Vision Example

Freemasons of Washington will be recognized as relevant and respected Fraternity,committed to attracting and retaining all men of high quality, who strive for self-improvement and the opportunity to make a positive difference in their community.


Developing the plan

Developing the Plan

  • Selecting the participants

    • Current and future leaders

    • Willing to participate

    • Vested Interest

  • Senior Leadership participation

    • Establishes credibility

    • Limited


Developing the plan1

Developing the Plan

  • Initial meeting

    • Structured Approach

    • Set the scope

    • Determine the time frame

    • Working tools

      • Blank sheet

      • Envelope

    • Review survey results

    • Brainstorm


Select areas of emphasis

Select Areas of Emphasis

  • Develop the Vision

  • All ideas accepted

  • Broad is good

  • Measurable


An example from washington

An Example From Washington

Pillars of Progress

  • Grand Lodge Organization

  • Education and Training

  • Technology

  • Family Involvement

  • Community Involvement

  • Public Relations

  • Fraternalism

  • Cooperation With Concordant/Appendant Organizations


Example cont

Example Cont.

  • Select Strategic Initiatives

    • Criteria

    • Applicability

    • Assign Milestones

      • Time Phase

      • Budget Considerations


Budgeting

Budgeting

  • Money - Three Year

    • One Year Operating

    • Two Year Planning

  • Manpower

    • Quantity

    • Quality

    • Expertise


Implementation

Implementation

  • Spread the Word

    • Annual Communication

    • Grand Lodge Publication

    • Grand Officer Personal Appearances

    • Focus Groups

    • Web Site

    • Other

  • Lodge Involvement

    • Recognition

    • Lodge Plans


Plan maintenance

Plan Maintenance

  • Review Continually

  • Re-schedule as Necessary

  • Update Periodically

  • Re-validate Periodically


Completed initiatives

Completed Initiatives

  • Grand Lodge Organization

    • Modified Committee Structure

    • District Meeting Format Modification

    • Expanded Duties and Responsibilities Appointed Officers

    • Reorganized Grand Lodge Office

  • Education and Training

    • Regional Training – All Members

    • Non-profit Board Training

    • Focus Groups – Long Range Planning, Secretary Training

    • Mentorship Training


Completed initiatives1

Completed Initiatives

  • Technology

    • Electronic Lectures

    • Grand Lodge Data Base

    • Electronic Forms and Reporting

    • Web Page Development

    • Hardware Installation

  • Community Involvement

    • CHIPs

    • Bikes for Books

    • Recognition of Public Servants

    • Recognition of Outstanding Educators


Completed initiatives2

Completed Initiatives

  • Public Relations

    • Statewide Speakers Bureau

    • Media Relations Training

    • Consolidated Public Relations Plan

  • Family Involvement

    • Ladies Training at Wardens Seminar

    • Open District Meetings

    • Ladies Program at Annual Communication


Completed initiatives3

Completed Initiatives

  • Fraternalism

    • Mentor Training

    • Hospitality Visit Program

    • Combined Monitor and Cipher

  • Cooperation with Concordant Organizations

    • Organization of the Month

    • Joint Celebrations

    • Washington Masonic Alliance


Long range planning team

Long Range Planning Team

Mid-Year Report to

EXCOM


Long range planning team1

Long Range Planning Team

Grand Master’s Guidance

  • Educate the lodges on how they fit into the Grand Lodge Long Range Plan

  • Encourage and assist lodges in creating their Long Range Plan

  • Conduct mini-workshops on Long Range Planning in the Regional Workshops


Long range planning team2

Long Range Planning Team

  • Masonic Appreciative Inquiry

    • Discovery

      • What do you love about your lodge?

    • Dream

      • Visualize what you would like the Lodge to look like in the future.

    • Design

      • Find the common themes in your memories and dreams

      • Plan how to make those dreams come true.

    • Destiny

      • Put your plan to work.


Long range planning team3

Long Range Planning Team

GMG #1

Educate the lodges on how they fit into the Grand Lodge Long Range Plan


Long range planning team4

Long Range Planning Team

  • Design: Common Themes (Examples)

    • Community Service Projects

    • Excellent Ritual Work

    • Family Activities

    • Relationships with other lodges

  • Related Pillars of Progress

    • Community Involvement

    • Education and Training

    • Family Involvement

    • Fraternalism


Long range planning team5

Long Range Planning Team

GMG #2

Encourage and assist lodges in the creation of a Long Range Plan


Long range planning team6

Long Range Planning Team

  • Design: Plan how to make your dreams come true

  • Destiny: Put your plan to work

    • Who

    • What

    • Where

    • When


Long range planning team7

Long Range Planning Team

GMG #3

Conduct mini-workshops on Long Range Planning in the Regional Workshops


Long range planning team8

Long Range Planning Team

  • Developed presentation for Regional Workshops

  • Coordinating with Leadership Development Committee for opportunities to participate in Regional Workshops


Long range planning team9

Long Range Planning Team

Plan for the remainder of the current Masonic year

  • Regional Workshops

  • Direct contact with lodges and LOMAs

  • Indirect contact with lodges and LOMAs

  • Articles for Masonic publications


Questions

Questions?


Strategic planning techniques for grand lodge

An Analogy


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