2015 Area Conference on Leadership

1. Presented by the Grand Lodge of Minnesota Leadership Education Committee 2015 Area Conference on Leadership

2. Agenda Introductions / Welcome Agenda for the day Keynote speaker Working Session 1 Lunch Working Session 2&3 Town hall Close

3. Goals for this session Provide to our participants • Specific Tools & Training that can be applied immediately • Ideas & Concepts which can be used long term • Communication & Exchange of information with GL Leadership Gather from our participants - Feedback on session Format & Future topics

4. Keynote Introduction & Speech

5. BREAK ~10 min • Training with team exercises next

6. Working Session Introduction Topic Lecture/Discussion Break into teams, complete exercise Regroup and share results

7. THE ELEVATOR Speech

8. Elevator Speech An ‘Elevator Speech’ aka ‘Elevator Pitch’ Definition Goal A short, prepared speech which establishes an idea, provides differentiation and then creates an opportunity for reengagement (hook) To provide information to the recipient and create an opportunity or even expectation that they will engage in further conversation on the subject. What So What Where How Try Review

9. Common example Someone sees your ring, a logo on a shirt or bumper sticker and asks about Masonry. What do you say? How do you answer? How long until they get the glazed look on their face? A good elevator speech will provide some information and maximize the chance for continued conversation. WhatSo What Where How Try Review

10. Example Uses Scenario Example A new lodge branding and website or supporting a new cause Time on the grand master’s calendar (or boss or politician etc.) For instance: dues changes or city zoning changes Any new idea Requesting an appointment Expressing a position or stance WhatSo WhatWhere How Try Review

11. Components of an Elevator Speech • Introduction • Explanation of the value proposition/differentiation • Hook for further engagement What So What Where How Try Review

12. What makes this an elevator speech effective? • Succinct ~ 20 – 30 seconds long • Accessible • Practiced / Flows What So What Where How Try Review

13. Accessibility "Freemasonry is the subjugation of the Human that is in Man, by the Divine; the conquest of the Appetites and Passions by the Moral Sense and the Reason; a continual effort, struggle and warfare of the Spiritual against the Material and Sensual. That victory--when it has been achieved and secured, and the conqueror may rest upon his shield and wear the well-earned laurels--is the true Holy Empire.“ Source: Albert Pike. Morals and Dogma. What So What Where How Try Review

14. Example: “Freemasonry is the world’s largest, oldest and best-known gentleman’s fraternity. It is based on the medieval stonemason guilds who built the great castles and cathedrals of Europe. Modern Freemasons use the tools, traditions and terminology of those stone masons as allegories for building temples in the hearts of men. It’s said that we are a secret society. We do indeed have secrets – secrets that each individual man has to discover for and about himself. It’s not for everybody. Maybe it’s for you.” – Chris H (well known masonic author)

15. Discussion: Other Examples/stories When in the past has something like an elevator speech been useful?

16. Building an Elevator Speech • Identify your goal • Write the speech • Introduce the topic • Communicate the differentiation • Engage with a question • Put it all together • Practice What So What Where How Try Review

17. Helpful Tips - making it better • Practice • Remove what isn’t essential • Pay attention to non-verbal communication • Keep it real What So What Where How Try Review

18. Group Exercise Example: What is Freemasonry? • Goal: • Intro: • Differentiation: • Hook: What So What Where HowTry Review

19. Team instructions Select a scenario The team works on the elevator Each group will present the results of their work What So What Where HowTry Review

20. Recap Key points to the elevator speech • Accessible • Context • Practice: Verbal and non-verbal delivery • Brief with a good flow and cadence A communication tool which can be used in a variety of situations What So What Where How Try Review

21. Concept Discussion: Continual Improvement

22. Continual Improvement • Always trying to get better • Formalized practice • Increased focus • Set priorities • Control the change (planned/deliberate) • Track improvement What So What Where How Try Review

23. Continual Improvement Identify Plan Review Implement

24. Voice of the Customer 101

25. Introduction Voice of the customer is a label applied to the in-depth process of capturing a customer’s expectations, preferences and aversions. Coming from a market research discipline this is a formal practice of collecting and analyzing information and building inputs for future action. What So What Where How Try Review

26. Voice of the Customer Gather information/feedback on what our customers want/need Use that to help drive plans for future activity or changes WhatSo What Where How Try Review

27. Voice of the Customer & Continual Improvement Identify Plan Review Implement What So What Where How Try Review

28. Voice of the Customer Member engagement / health check Event planning (social, fraternal, charitable) Design or Decision Making Continual improvement (Stated meetings, mentorship, etc) WhatSo WhatWhere How Try Review

29. Voice of the Customer Have a goal • Secrete 3 Step Process: Identify our Customers Get their input (ideas / feedback) Define Requirements (plan input) WhatSo What Where How Try Review

30. Voice of the Customer • Determine Goal • If you don’t know where you’re trying to go, you’ll never get there. Identify what information you want to gather and result Address a Problem Create a new event/product Overall Health Check IMPROVE LODGE MEETING EXPERIANCE What So What Where How Try Review

31. Voice of the Customer Who is our customer? Better Meeting Attendance Social Event Charity / Fund Raiser Membership Development What So What Where How Try Review

32. Voice of the Customer Gathering Desires / Feedback There are all sorts of methods for gathering data, several are: Surveys Interviews Focus Groups It’s important to consider the benefits and challenges of each method What So What Where How Try Review

33. Voice of the Customer Survey Attributes • Can gather data from larger groups • Standardized questions / data points • Various methods: online, phone, mail, in person Response rate can be a challenge, this is sometimes off-set by the use if incentives. What So What Where How Try Review

34. Voice of the Customer Interviews Attributes • Can be casual or formal • Experiential questions tend to elicit greater insight • Generally, smaller pools, more personal and harder to develop statistics without a survey component What So What Where How Try Review

35. Voice of the Customer Focus Groups Attributes • Can be casual or formal • Verity of formats: Town Hall Style, Group Interview or Brain Storming etc… Group dynamics can add value or present a challenge – takes more planning to set ‘the stage’ What So What Where How Try Review

36. Interview Example: What makes a good meeting Q: Tell me about the worst lodge meeting you’ve attended? A: Well, one of the worst meetings I’ve ever attended, the officers were reading the ritual out of their books and still making mistakes. The master had no set agenda and the people attending got into side conversations. The meeting dragged on and on and when it was finally time to close, I dreaded sitting through the closing. I felt as if the officers hadn’t invested in the meeting, then it didn’t make sense for me to carve out time to attend. Q: What in our mind makes a successful meeting? A: Since I run meetings as part of my job, I don’t have a lot of tolerance for inefficient meetings. Good ritual work really sets the tone for the meeting, and I rarely recall the reading of the minute but I do recall a number of good LEO’s. What So What Where How Try Review

37. Example: What makes a good meeting Perceived investment on the part of the officers Q: Tell me about the worst lodge meeting you’ve attended? A: well, one of the worst meetings I’ve ever attended, the officers were reading the ritual out of their books and still making mistakes. The master had no set agenda and the people attending got into side conversations. The meeting dragged on and on and when it was finally time to close, I dreaded sitting through the closing. I felt as if the officers hadn’t invested in the meeting, then it didn’t make sense for me to carve out time to attend. Q: What in our mind makes a successful meeting? A: I like seeing my brothers, having some food and may a drink after lodge. Since I run meetings as part of my job, I don’t have a lot of tolerance for inefficient meetings. I find that good ritual work really sets the tone for the meeting but it doesn’t really stand out unless there are lots of mistakes. I guess I rarely recall the reading of the minute but I do recall a number of good LEO’s. Lack of organization / execution (Logistics) - Expectation Value / Desire What So What Where How Try Review

38. Example: Stated Meeting • Lodge Selection • Consistent night • Accessible location • Sufficient seating • During the meeting • Clean Ritual - Expectation • Efficient Agenda & Execution • LEO – Value Add/Want • Start/Finish on time - Expectation • Reading of the Minutes – Place for improvement? • Style/Setting • Formal • Brotherhood • Refreshment(before or after) - Value Add/Want Voice of the Customer What So What Where How Try Review

39. Voice of the Customer Primary Goal: Improved Meeting Logistics Key items What So What Where How Try Review

40. Voice of the Customer Primary Goal: Improved Meeting Logistics Suggestions What So What Where How Try Review

41. Voice of the Customer Exercise Gathering informationBased on the provided scenario Identify the goal of the information gathering effortSelect a method or methodsDevelop some example questions What So What Where HowTry Review

42. Voice of the Customer Guidance • Know what you’re looking to understand • Know your audience • 3-7 key pieces if information • Be ready to accept what is provided What So What Where HowTry Review

43. Voice of the Customer Key Behaviors when Soliciting Feedback Be available Be attentive Be active Be appreciative What So What Where How Try Review

44. Managing Change

45. Voice of the Customer & Managing Change Identify Plan Review Implement What So What Where How Try Review

46. Managing Change Change is a reality of life. It can be scary, exciting, exhausting, disruptive and sometimes all consuming however without change, there is no growth. ~someone wise What So What Where HowTry Review

47. Managing Change As leaders we deal with changes. The goal of change management is to ensure the least disruption and derive the greatest chance of success from the change in question. What So What Where HowTry Review

48. Managing Change This is accomplished through careful and deliberate planning for every phase of the change: Requirements Development Communication Execution Support What So What Where HowTry Review

49. Managing Change How many people have experienced the following: • Initiatives announced and never executed • One year wonders • Announcements met with argument or dismay • Activities or announcements ignored or avoided WhatSo WhatWhere HowTry Review

50. Managing Change Some examples: • New activities • Physical changes • Budget/Dues changes WhatSo WhatWhereHowTry Review