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GrandLodgeofWisconsin

StrategicPlanAugust9,2015

Updates: April23,2016 July23,2016

January20,2017March5,2017

StrategicPlanningDocument–GrandLodgeofWisconsin 2

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OurMission

Topromotepersonaldevelopmentbyreinforcingmoralprinciples,toassistthosesufferingunfortunatecircumstances,andtofosterfriendshipandcooperationamongallpeople.

OurVision"Wewillbethepreeminentfraternityofchoiceformenofqualityandvisionwhoseekpersonalknowledge,moralgrowthandleadershipdevelopment;ultimatelyimprovingtheindividualmason,hiscommunityandtheworld."

OurCoreValues• ThreePrincipleTenets

o BrotherlyLove

o Relief

o Truth

• Fourcardinalvirtues

o Temperance

o Fortitude

o Prudence

o Justice

• ThreeTheologicalvirtues

o Faith

o Hope

o Charity


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OverarchingGoals

Fraternal:

• GrowQualityMembership• CultivateLeaders• ImproveandExpandPublicPerception• IncreaseMasonicKnowledge• ImproveFacilitiesManagementPractices• StrengthenBondswithAppendantBodies• ExpandCommunicationTools• InspiretheVirtuesofMoralityintheCommunity

Charity:

• DefineandCommunicateourCharitableMission• IncreaseourCharitableImpact• EncourageActsofKindness

Business:

• BeBetterFinancialStewards• ImproveGrandLodgeServicetotheCraft• EnhanceCommunications• IncreaseFinancialTransparency


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FraternalFraternalOverarchingGoal:GrowQualityMembership

Concern:WisconsinhashadanegativegrowthinMasonicmembershipinmanyyears.Thisiscontributedtolackofnewmembers,andaninabilitytokeepthememberswealreadyhave.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,WisconsinGrandLodgeMembershipCommittee,GrandLodgeOfficers,andlocalLodgeofficers

SubordinateGoal:Attractalargenumberofhighqualitycandidateswithatargetof25,000Masonsby2025 (Gary:Champion,MembershipCommittee)

Objective:By12/31/2017,anaverageof6newmastermasonsperlodge,andaminimumof4newmastermasonswillberaisedtobeginagrowthpaceinmembershipwithannualsubsequentincreasesingoals.

Initiative:RestructureMembershipCommitteeandmeetby3/1/2017.

Initiative:EachLodge’sSeniorWardenwillsubmitanannualmembershipplanby12/1eachyear

Initiative:TheGrandLodgeWebsitewillbeupgradeapprovalby9/15/2015.DONE

Initiative:DevelopthefollowingMembershipStandardOperatingProceduresforourLodgesby10/15/15.DONE

Initiative:PublishontheGrandLodgeWebsiteundertheMembershiptabtheMembershipStandardOperatingProceduresforourLodgesby8/15/16:

¨ LodgeActivities

¨ LodgeOfficerResponsibilities

¨ MembershipEventProgramIdeas


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o Recruiting

o Retention/Restoration

o LodgeMembershipPlanrequirement

Initiative:Conductperiodicandinteractivepodcastsfocusedonagrassrootsefforttoinstillamembershipculturechangeinourlodgesby11/1/16.

Objective:ImprovethePetitionandInterviewProcessandIntegratewiththeWisconsinPlan(Arby:Champion,PlanningCommittee)

SubordinateGoal:Improvemembershipretention25%using2012asabaselineyear.

Objective:ImproveMentoringPracticesandProcedures.

Initiative:ByJune6,2015DevelopanddeployacomprehensiveMentorHandbookforWisconsinMasonry.

Initiative:ReviewMSAMentorguideforpossibleuseassupplementtoMentorHandbook.(Ken)

SubordinateGoal:Re-attractformermemberslosttoresignationsandnon-paymentofduessuspensionsandnon-continuanceindegrees.(Arby:Champion,PlanningCommittee)

Objective:Identifyandsolicitformermemberswithaduesforgivenessprogram.

Objective:Contactnon-continuingEAsandFCsandthoseindefaulttocommunicatenewpostingprogram.

SubordinateGoal:KeepMasoniclightinsmallermunicipalities.


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Objective:IdentifytargetsmallercommunitiesandMasonicsupportinfrastructuresuitableforestablishingorincreasingaMasonicpresence.

Initiative:EstablishcriteriaandfindsuitablemunicipalitiesforspreadingMasoniclight.PotentialtargetsincludeCountyseatsandCollegetowns.

Initiative:FindandrecruitstronglodgesforprovidingsupporttobringMasoniclighttotargetcommunities.

Objective:DevelopnewrulesofengagementtofacilitatekeepingMasonicLightinsmallercommunities.

Initiative:Developprotocolandrulesfor“LodgeinaBox”concepttominimizehighoverheadforstartinganewlodgebykeepingrental/mortgage,insuranceandutilitycostslowandpercapitataxminimalizedbyinitialuseofpluralmembers.

Initiative:Developprotocolandrulesfor“OutpostLodges”whichwouldfunctionasnormallodgeswithhelpfromareaanddistrictlodges.Tofacilitatelodgemeetings,memberswillneedtoholdmultipleoffices,andwouldneedroutineoutsidehelpindoingdegreework.

Objective:IncreaseMasonicPresenceinsmallercommunitiesby20%by2020using2016asabaselineyear

Initiative:Havelodges“annex”aneighboringmunicipalitybyholdingevents,fundraisers,andtakingpartinthelocalfestivals/traditionsofthatcommunity.

Initiative:IdentifyexistinglodgesthatneedtoshorttermtransitiontoOutpostLodgeswithdesiretostrengthenlodgesovertime.

Initiatives:Identifycommunitiesthathavelostlodgeswherean“Outpost”lodgecanbesuccessful


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FraternalOverarchingGoal:CultivateLeadersConcern:Thesuccessofourlodges,theircontinuedgrowth,andtheinterestofourmembersisdependentonthequalityofleadershipshownbyourLodgeMasters.Withlownumbersofnewmembers,wepushnewmemberstooquicklyintoofficerpositions,oftendirectlyintoWardenpositions.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,LodgeWMs,District&AreaGrandLodgeleadership.

SubordinateGoals:Develop/NurtureFutureLeaders

Objective:WorkwiththeEducationcommitteetocompletethenecessarycoursematerialforStatewideYear-threeMasonicCollegeconsistingofLeadership,ManagementandLodgePrograming.Thefirstphase(Leadership)courseofstudywouldbereadyforFall2014rollout.ThiswouldincludeworkingwiththeEducationCommitteetodevelopinstructorandparticipantmaterialsforthetraining.

Initiative:AfterdeploymentofYear3onPlanningandProgramming,updateandrecyclestartingwithLeadershipmodule.

Initiative:TheEducationcommitteetodraftbyAnnualCommunicationin2014acomprehensiveLeadershiptrainingmoduleintendedforfuturelodgeleaderstoimproveleadershipskillsandunderstandinfluencesonleadershipstyle,conductabetatestrunwithGrandLodgeDDGMsandAAsbySeptember1,2014andconduct4regionalclassesduringthe2014Masonicyear.TheEducationCommitteeistoincludesurveymaterialforclassparticipants,andcontinuouslyimprovethepresentedmaterialandimplementationprocessesbasedonitsfeedback,aswellasplanfuturesessionsbeforetheendoftheinitialrolloutyearfornewlyemergingleaders.DONE

Initiative:TheEducationcommitteetodraftbyAnnualCommunicationin2015acomprehensiveLodgeManagementtrainingmoduleintendedforfuturelodgeleaderstobecomemoreefficientmanagersoftheirlodges/activities/facilities,conductabetatestrunwithGrandLodgeDDGMsandAAsby


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September1,2015andconduct4regionalclassesduringthe2015/16Masonicyear.TheEducationCommitteeistoincludesurveymaterialforclassparticipants,andcontinuouslyimprovethepresentedmaterialandimplementationprocessesbasedonitsfeedback,aswellasplanfuturesessionsbeforetheendoftherolloutyearfornewlyemergingleadersDONE

Initiative:TheEducationcommitteetodraftbyAnnualCommunicationin2016acomprehensiveLodgeProgrammingtrainingmoduleintendedforfuturelodgeleaderstobecomeabletogenerateideas/plan/executeactivitiesforthelodge,conductabetatestrunwithGrandLodgeDDGMsandAAsbySeptember1,2016andconduct4regionalclassesduringthe2016Masonicyear.TheEducationCommitteeistoincludesurveymaterialforclassparticipants,andcontinuouslyimprovethepresentedmaterialandimplementationprocessesbasedonitsfeedback,aswellasplanfuturesessionsbeforetheendoftherolloutyearfornewlyemergingleaders.

Subordinategoal:Provideotherprofessionalweb-basedlearningopportunities(Ken:Champion,EducationCommittee)

Initiative:Partnerwithprovenonlineeducationproviderstoprovidememberswithdiscountededucationprograms

SubordinateGoal:IdentifyMasonswhohavedemonstratedStrongLeadershipCapability(Arby:Champion,NominationsCommittee)

Initiative:ProvidecapabilityinMORItoidentifymemberswithleadershippotential

Initiative:Establishextendednetworkforidentifyingmemberswithleadershippotential.

SubordinateGoal:SolicitCommunityandBusinessLeaders(Gary:Champion,MembershipCommittee)


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FraternalOverarchingGoal:ImproveandExpandPublicPerception

Concern:Ingeneral,thepublicdoesnotknowus.TalktoapersononthestreetandaskfordirectionstotheLodge,andthemajoritywillaskwhatyoumeanand“WhatareMasons?”Theydonotknowwhoweareorwhatwedo.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,lodges,andindividualmembers.

SubordinateGoal:PromoteapositivepublicimagewithSocialMediaandtheinternet

Objective:DevelopSocialMediaBusinessPlan.

Initiative:ExecutiveCommitteemeetingwithSocialMediaConsultantsbyJanuary1,2017–MikeDeWolf.

SubordinateGoal:DevelopourBrand

SubordinateGoal:EnhanceCommunityPartnerships

Objective:DevelopapositiverelationshipwiththeeducationalcommunityandrecognizegreatteacherswhoareidentifiedbyScholarshiprecipients.

Initiative:AwardspecialrecognitiontomembersoftheMasonicfamilywhoare,orwere,Educators,librarians,schoolboardmembers,andadministratorswithaspeciallapelpinandaLetterofAppreciationmost“InfluentialTeacher”asidentifiedbyScholarshiprecipients.

Initiative:PromoteandsupporttheHelpforHeroesprogram(Dave:Champion,WMF)

SubordinateGoal:PromoteActsofKindness(SeeCharitySection)

SubordinateGoal:PromoteandDevelopYouthandDiversityintheFraternity(Bob:Champion)


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Objective:FamilyFriendlyMasonrywillbepartofthecultureofLodgesinWisconsin.

Initiative:PromoteFamilyFriendlyMasonrythroughGMarticlesandtalksandothermeansofcommunications.

Objective:Youthgroupswillbeactivelysponsoredandsupportedbylodges.

Initiative:Deploy,promoteandsupportthe“AdoptaYouthGroup”programtoencouragealllodgestosupportMasonicyouthgroups,orintheirabsence,otherlocalcommunityyouthgroups.

SubordinateGoal:ImprovetheAppearanceofourFacilities(Arby:Champion,WMF)

Objective:EncourageandassistLodgestocleanup,remodel,andrepairLodges.

Initiative:Offermatchingfunds“Spruce-up”incentives.

FraternalOverarchingGoal:IncreaseMasonicKnowledge

Concern:Masonsmustfeelthevalueofourfraternityandnotbeexposedtobusinessonlymeetings,wheremanyloseinterestanddriftaway.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,GrandOrator,GrandLecturers,PastGrandOrators,PastGrandLecturers,DistrictLecturers,LodgeHistorians,LodgeofResearchOfficers

SubordinateGoal:SupportthecontinuingoperationofaLodgeofResearch(Mike:Champion,ExecCommittee)Objective:Providealternatefundingopportunitiesforthelodgeofresearch


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Initiative:OfferSilasShepherdproceedingsandworksontheGrandLodgeonlinestore.

SubordinateGoal:DeployLibraryofLodgeEducationalContent(Ken:Champion,EducationCommittee)

Objective:BySeptember1,2015developanddeploya9-monthMasonicDiscussionSeries,usingeducationalmaterialscontainedintheMentorManual.DONE

Objective:BySeptember1,2015developanddeployaseriesofmonthlyMasonicBookReviewsintheWMJ.DONE

SubordinateGoal:ImproveRitualskills(Ken:Champion,EsotericCommittee)

Objective:ByJune4,2017increasethenumberofProficiencyMenineachdistrictbytwoormore.

Objective:ByJune4,2017increasethenumberofRitualistsineachdistrictbysixormore.

SubordinateGoal:SupporttheMasonicHeritageCenters(Dave:Champion)

Objective:DevelopaprocessforsupportoftheMasonicHeritageCenters.

SubordinateGoal:ProvideMasoniceducationalopportunities(Ken:Champion,EducationCommittee)

Initiative:ProvideonlineMasoniceducationopportunities

Initiative:DevelopMasonicvirtuesfocusededucation(Dave:Champion)

FraternalOverarchingGoal:ImproveFacilitiesManagementPractices

Concern:ManyofourMasonicfacilitiesareindisrepair.Itisnotarecentphenomenon,buthasbeencausedbylackofattentiontoongoingmaintenanceover


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manyyearsandfailuretodevelop“rainyday”funds.Thishasforcedmanylodgestoselltheirbuildingsandhascreatedadisparityofrichlodgesthatrentandpoorlodgesthatown.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,GrandLodgeTrustees,LodgeTrustees,TemplePlans&FinanceCommittee.

SubordinateGoal:ReconstituteandrebuildLodgeFacilities,ChartersandConsolidationsCommittee(ExecCommittee)Objective:ProvideaneffectivedeploymentfacilitiesmanagementtoolforeducationtothelodgesSubordinateGoal:Instillknowledgeandabilitysothatlodgescankeeplodgebuildingsviableforfuturegenerations(LFCCCommittee)

Initiative:Providefinancialeducationalseminarstolodgeleaders.Initiative:ConductbreakoutsatAnnualCommunications.DONEInitiative:IncludeinvestmentmanagementmoduleinWisconsinMasonicCollege.DONEInitiative:ProvidefacilitieseducationandmanagementexpertiseforlodgesasneededbyLFCCCommittee.

SubordinateGoal:ImprovetheAppearanceofourFacilities(Arby:Champion,WMF)

Initiative:EncourageandassistLodgestocleanupandremodel,andrepairLodgesbyofferinga“Spruce-upincentive”.

FraternalOverarchingGoal:StrengthenBondswithAppendantBodiesConcern:WithlowernumbersinallMasonicorganizations,wemustleveragesolutionscommontoallorganizationsandstrengthenrelationships.

Stakeholders:WisconsinGrandLodgeExecutiveCommittee,highlevelleadershipofappendantbodies.


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SubordinateGoals:Provideforumsforongoingdiscussionsofproblemsandsolutionscommontoallourorganizations.(Don)

Initiative:HostaSummitforourAppendantBodies.Initiative:Supportthestate-wideUnityConference

SubordinateGoals:ImprovecoordinationandcooperationbetweentheGrandLodgeandtheAppendantBodies.(Don)

Initiative:PostanIntegratedCalendarhostedontheGLoWwebsite.

FraternalOverarchingGoal:InspiretheVirtuesofMoralityintheCommunitySubordinateGoal:IncreaseawarenessofMasonicValuesinthecommunitySubordinateGoal:Developaproactiveroleinthecommunity

Charity

CharityOverarchingGoal:DefineandCommunicateourCharitableMission

Concern:Ourcharitiesarenotfocused.Wedon’tidentify(understand)themissionofourcharities.Wespendalotofmoneybutitsnotfocused.Itsnotfocusedonservingthefraternity.Itsnotfocusedonmeetingourfraternalmissionorvision.

SubordinateGoals:Refocusourcharitiesonourfraternalmissionandvision.(WMBAB)

Objective:ByJune6,2015createaSpruceUpAwardmatchingfundsprogramwithintheMasonicFoundation.


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Subordinategoal:Identify,PromoteandOptimizeBrother-to-BrotherCharity(Don?)

Objective:Rebalanceourareasofcharitableimpactinordertogainasignificantpositivecharitableeffectuponourfraternity.

Initiative:By1January2017,DistrictswillhavedevelopedaplanfortheirLodgestolocateandreachouttotheirbrothers,widowsandorphans.Thisprogramwillcontinuetoexpandandgrowovertimeintoamissionforlodgesacrossthestate.

SubordinateGoal:UnderstandandOptimizeLodgeCharity

Objective:EncourageRandomActsofKindness

Initiative:Identifyavailablefunds.

Initiative:Provideimmediatereliefinourlocalcommunitieswhereidentifiedasapriority

SubordinateGoal:UnderstandandOptimizeGrandLodge(Statelevel)Charity

Objective:ByApril30,2017increasethenumberofcasesassistedbyServiceandAssistanceby25%(using2014asabaseline).

Initiative:BySeptember1,2016developauser-friendlierrequestformandinstructions,forthoseinneedofhelpfromtheMasonicServiceandAssistanceFund.

Objective:Developandpublish,byJanuary1,2017,aMasonicCharityandScholarshipbook,whichdetailsthewideassortmentofcharitiesandscholarshipssupportedbyMasonsandappendantbodiesinourstate,fordistributiontoalllodgesandappendantbodiesinWisconsinbyJune3,2017.(Don)

SubordinateGoal:UnderstandandOptimizeInternational/NationalCharity


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Initiative:Identifyavailablefunds.(WMF)

Initiative:Provideimmediatereliefwhereidentifiedasapriority

CharityOverarchingGoal:IncreaseourCharitableImpact

CharityOverarchingGoal:EncourageActsofKindness

Objective:EncourageRandomActsofKindness

Initiative:Identifyavailablefunds.(Jeff)

Initiative:Provideimmediatereliefinourlocalcommunitieswhereidentifiedasapriority.(ExecandS&ACommittees,WMF)

Business

BusinessOverarchingGoal:BecomeBetterFinancialStewards

Champion:GrandTreasurer

SubordinateGoals:ReduceGrandLodgerelianceoninvestmentfundstobalancetheannualbudget.

Objective:BalanceGrandLodgebudgetwithdependenceon5%orlessofGrandLodgeInvestmentsbyJune4,2016.DONE

Objective:PlantorevampPMPprogramtobecomemoreviableandsustainableandproposecodechangesbyJanuary1,2017.

Objective:EvaluatepotentialforalifetimemembershipprogrambyJune4,2017.


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SubordinateGoal:DevelopafacilitiesplanningconceptfortheGrandMasonicCenter(Champion:Arby)

SubordinateGoal:Matchoperationalefficiencyofadministrativeinfrastructurewithorganizationalneeds(Champion:Jeff)

Stakeholders:ExecutiveandPersonnelCommittees

BusinessOverarchingGoal:ImproveGrandLodgeServicetotheCraft

SubordinateGoal:Createprogramsthatfacilitatelodgesuccess

Objective:ByJune6,2015createaSpruceUpAwardmatchingfundsprogramwithintheMasonicFoundation.(SeealsounderCharity).DONE

Objective:ByOctober31,2015,launchtheGrandLodgeonlinestoreontheGLwebsite.DONE

Objective:Bytbd,enableindividuallodgewebsitesthroughMORI.

Objective:Bytbd(MORI),enableonlinepaymentofduesviasmartphoneapplication.

SubordinateGoal:MakeGrandLodgespendingdecisionsbasedonlong-termimpact.

BusinessOverarchingGoal:EnhanceCommunications

SubordinateGoals:ImproveandstreamlinecommunicationbetweenGrandLodgeofficersandbetweentheGrandLodgeandlodges.

Objective:ProvidebyAnnualCommunicationsin2015aplanoflisteningsessions,hostedbylodgeswithopeninvitationtolocallodges,fortheMostWorshipfulGrand


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MasterfordiscussionoftopicsofcommoninterestsandtofacilitatetheabilitytohearfromadiversesetofMasonsstate-wide.DONE

SubordinateGoals:ReduceGLoWtravelexpensesbybetteruseoftechnologyandcommunicationtools.

Objective:Utilizeanddevelopbestpracticesfor“new”methodsofcommunication(email,texting,socialmedia,internetbased).

Initiative:GrandLodgeOffices,BoardsandCommitteeMemberswillutilizethesameWebbasedteleconferencingformeetings.ThiswillopenBoardandCommitteeopportunitiesforoutstateMasons.In2016utilizedWebExtorealize$10,000savingsintravelexpense.

BusinessOverarchingGoal:IncreaseFinancialTransparency

SubordinateGoal:StrengthentrustbetweenGrandLodge,constituentlodges,andbrethren.

Objective:Improvevalueperceptionofthepercapitatax

Initiative:Createeffectiveexplanationofpercapitataxusage

Initiative:CommunicatepercapitataxusageviaWisconsinMasonicJournal,DistrictMeetingsandworkshopsatAnnualCommunications

SubordinateGoal:Improvefinancialplanningandbudgeting

Objective:ClarifyourbudgetandexpendituresInitiative:CommunicatebudgetandexpendituresclarificationviaWisconsinMasonicJournal,DistrictMeetingsandworkshopsatAnnualCommunications

SubordinateGoal:ProvidefinancialtrainingtoGrandLodgeofficers


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Objective:Annually,byFebruary1,conductatrainingsessioneducatingGrandLodgeofficersonthestructure,sourcesandusesoftheGrandLodgeinvestedfundsandincome.


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AppendixA:GrandLodgeStrategicPlanningOverview

OurStrategicGoalsaredividedintothreebroadfunctionalareas,whichincludeOverarchingFraternal,CharityandBusinessgoals.Goalsettinghelpsusdevelopamaptoourvision,“Wheredowewanttogoandhowwillwegetthere?”Goalshelpsetdirectionandprovidepurposeandaccountability.Goalsareshortstatements,withfewwords.Theyarebroadinscopeanddirectlyrelatetoourmission.Goalsgenerallycoveralongtimeperiod(suchastenyears).

OnceGoalsareidentified,thenObjectivesaredeveloped.Objectivesarespecificactionstoreachthegoal.Objectivescanbelongerstatementsandmoredescriptive.Theyarenarrowinscope.Theycoverashorttimeperiod(suchasoneyear).DevelopmentofObjectives“completes”theStrategicComponentLevelofthePlan.HavingsetGoalsandObjectives,theGrandLodgeStrategicPlanningCommitteemovesintotheImplementationProcess,whichwillincludeInitiativesandActionPlans.EachActionPlanmustrelatetoanObjective.DuringtheImplementationProcessthereareActionTeamsassignedtoeachGoalorObjective.ItisimportanttounderstandthattheStrategicPlanwillcontinuallyevolveandwillbeaworkingdocument.


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GrandLodgeStrategicPlanningCycle

TheGrandLodgeofWisconsinStrategicPlanningCycle(below)demonstratesthatstrategicplanningisacontinuouscyclethatwillbeupdatedandreviewedforeffectivenessonaregularbasis.Thisplanningcycleisnotlimitedto“oneGrandMaster’sterm”andisnotintendedtobeastaticplan.


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StrategicPlanningComponents

“Champion”–AChampionisassignedtoeachgoalorobjective.TheChampionisaGrandLodgeofWisconsinProgressiveLineOfficer.Heischargedwithenablingtheteam,helpingidentifyandobtainneededresourcesandfunds,keepingtheteamontaskandcuttingthroughredtape.

TheChampionisnotthechairmanorteamleader,heisaliaisontotheGrandLodgeExecutiveCommittee.TheChampionwillensureaStrategicPlanWorksheetiscompletedforeachGoalorObjective.

“StrategicPlanWorksheet”–TheStrategicPlanWorksheetincludestheGoalandtheStrategies/Objective.ItidentifiestheActionPlansorActivitiesthatareneeded.TheWorksheetgivesaweight/valuetoeachactivityandassignseachactivitytoateammember,identifiesacostorbudgetandsetsatargetdate.

TheWorksheetidentifies“Indicator”,“Target”,“CurrentScore”and“Gap”.Youwillnotethatthiswillchargeuswithestablishingmeasurableobjectives.


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“ImplementationProcess”–Howdoesthisprocesswork?

• SPC(StrategicPlanningCommittee)recommendsgoalsandobjectivesanddiscussesthem.

• TheSPC=theProgressivelineOfficers(DeputyGrandMasterthroughJuniorGrandSteward.)

• ExecutiveCommitteeadoptsGoals,ObjectivesandtheoverallStrategicPlan.

• ExecassignsaChampiontoGoalsandObjectives.• ExecassignsGoalsandObjectivestoanActionTeam(Committees,

Boards,and/orOfficers).• ActionTeamscarryoutactionplans.• ChampionmonitorsprogressofActionTeams.• ActionplanscomebacktotheExecutiveCommitteeforreviewbythe

TargetDate.

SampleStrategicWorksheet–CompletedbyChampionandActionTeam

Champion: Team Lead:

Indicator: Target: Gap:

Cost/Budget Target Date

Current score:

By what date will this action be completed?

Overarching Goal:

Subordinate Goal:

Strategies/Objective:

List what needs to be doneWhat plans should be implemented?What opportunities exist?What decisions need to be made?What programs will be developed?

What is the value, weight, benefit of this action compared to the other actions?How does this action help benefit the subordinate goal?

Tactics/Action Plans/Program Value/Wgt/Benefit/GoalWho owns this action? Individual? Committee? Both?

What is the projected cost of this action?

Assigned To


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AppendixB:SWOTAnalysisStrengths

• DiversebackgroundsofGLofficers/members• SharedMission/Purpose• Committedtothecause• Experienceofseniorleadership• Establishedinfrastructure• Historyandtradition• Corevalues• LiquidMonetaryassets• PerceptionbythecraftoftheGLoffice• WorldwideFraternity• Willingnesstousenewtechnology• ContinuityofGLleadership• Membership’sRespectofGLOfficers• BringingeveryonetogetherforAnnualcommunications• IntegrationoffamiliesatGLlevel• Strongfeelingofpatriotismandnationalism• 3Pillars• WMJ• Publicceremoniesandservices• RelationshipwithPH• GLOfficersHandbook• LeadershipDevelopmentandEducation

Weaknesses

• LoweringStandardsofOurFraternity• Ageofmembership• Retention• Rapidascensiontothechairs• Laisezfaireattitudeoflodgeofficers• Membershiprecruitment• Agingandnotmaintainedfacilities• “Poormaintainers”


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• Boringanddisorganizedlodgemeeting• Lackoflocallodgesupportforyouthprograms• InconsistentcommunicationstogroundlevelGLleadership• Inconsistencyoffamilyinvolvementatlodgelevel• Membershipunderstanding/successfulcommunicationofwhatweofferasan

organization(MasonicHeritage,Charities)• Notsupportingourwidowsandorphansandshut-ins• “Guardingthewestgate”• DisparityoffeestructuresforDegrees• DisparityofLodgefinancialcontrols• Disparityofhavesandhave-notsamonglodges• Postingnotproperlydone• LackofMentoring• Lackofoversightofsocialmedia• Lackofuseofsocialmedia• Fullyutilizingallfacetsofelectroniccommunications• LackofaDatabaseofmember’sknowledge,skillsandabilities• Resistancetochange• Marketing/Lackofknowledgeonhowtosellthefraternity• Notmeetingtheexpectationsofnewmembers• MissingprofileinformationinMORI• SettingexpectationsofGLOfficers• Lackofsufficientfundstorun/maintainfacilities• Followthroughonthe“Obligation”• Quicktotellalodgewhendoingwell,butnotwhennotdoingwell• Failuretoengagefamilies• Lackofknowledgeofthecode• Needmoreleadersinthelodges• Lackofunderstandingwhatpercapitataxdoesformembers• Lackofprominentmembers• Strugglewithsocietalchange• Businessinfrastructurehasnotadaptedtochangingneeds&practices• Lackoffundraisinganddevelopment• Ill-structuredfinancialassumptionsofPMPfund

Opportunities

• Social/Electronicmedia


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• Toexpandandimprovepublicperceptionofthefraternity• BroadenCommunityoutreach• Potentialmembershipofreturningmilitary• Diversityofpotentialmembership• Numberofvisiblelocationsandabilitytoprovideplatformsforpublic

perceptionandcommunityoutreach• AttractingBoomerswhoareretiring• Toincreasecollaborativeeffortswithothercharitableorganizations• Attractcommunityleaders• Membershipreferralsfromyouthgroups• AGenerationalapproachtomembershipgrowth• Emphasizingcivilityinaworldofviolenceandhatred• Betteruseofcharitablefundsinthecommunity• Sharingourmoralcompasswiththecommunity

Threats

• Paceofsocietychange• Falteringeconomy• ImproperuseofSocialmedia• Moreopportunitiestodistractmembersandpotentialmembers• MisinformationontheInternet• Somereligiousorganizations• BeingperceivedasaReligionorCult• Competitionamongstappendantbodiesforresources(timeandmoney)• Perceptionof“oldman’sclub”• Declininginterestinfraternalandcivicorganizations• Risinginfluenceofatheism• Felonstryingtogetintothefraternity• Lowmembershipinyouthgroups• Lodgesafetyandsecurity• Genderidentityissues&potentiallitigationissues


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AppendixC:SignificantIssues

MembershipRRR-recruitment,retention,andr?

Severalfacilitiesthroughoutthestateareinapoorstateandpresentapoorimagetoourmembers,potentialmembers,andthegeneralpublic.

ApathyforourRitual.

Apathyingeneral

Leadership

Communications

CurrentlyintheprocessofdeployingnewGLaccountingsoftware


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AppendixD:OurVisionAttributes

• Destinationforqualitymen• Fraternityofchoice• Cultivateleaders• Beaconpiercingtheveilofdarkness• Beacon–lighthouse-safehaven–placeofrefuge• Powerfulnetwork• Selectmenofvision• Selectmenofgoodcharacter• Networkoftrust• Wayoflife• Committedandcaring• Personaldevelopmentandgrowth• Relevanttosociety• Diversegroupofmen• Relevanttotheneedsofourmembers• Promotingthegreatergoodofsociety• Harmony,brotherlylove• CharitablyCONTRIBUTINGTOsociety• Umbrellaofdiversity• Preservinguniquehistoryandtraditions• CuttingedgeGrandLodge• Embracepositiveinnovativeapproaches• Embracingthefuture• Benefittothecommunity• Ritualand/orbindingobligationbasedfraternity• Boundtogetherbystrongties• Recognizedasanorganizationofhighmoralstandards• Usingsymbolismtoteachandreinforcemoralandethicalstandards• Placeoflearning


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• Menonthelevel–equality• Inspirehumanity• Upliftingallmankindusingtheteachings,obligationsandvirtuespracticedin

thistheworld’spreeminentfraternity• Buildingbettermenwithgreattools• Thrivingandgrowingorganization

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