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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
slide4
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
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