Strategic Planning Techniques for Grand Lodge Conference of Grand Masters February 20, 2007 Alvin W....
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![Page 1: Strategic Planning Techniques for Grand Lodge Conference of Grand Masters February 20, 2007 Alvin W. Jorgensen, PGM Grand Lodge of Washington F&AM.](https://reader034.fdocuments.in/reader034/viewer/2022042821/56649db15503460f94a9f406/html5/thumbnails/1.jpg)
Strategic Planning TechniquesStrategic Planning Techniquesfor Grand Lodgefor Grand Lodge
Conference of Grand Masters
February 20, 2007
Alvin W. Jorgensen, PGM Grand Lodge of Washington F&AM
![Page 2: Strategic Planning Techniques for Grand Lodge Conference of Grand Masters February 20, 2007 Alvin W. Jorgensen, PGM Grand Lodge of Washington F&AM.](https://reader034.fdocuments.in/reader034/viewer/2022042821/56649db15503460f94a9f406/html5/thumbnails/2.jpg)
OverviewOverview
Benefits Prerequisites Up or Down Where to Start Developing the Plan Allocating the Resources Implementation Follow-up, Review, Re-validate, Reschedule
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BenefitsBenefits
Continuity of ProgramsUnity of EffortAllocation of Resources
– Money– Manpower– Time
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ACEACE
Accountability
Commitment
Enthusiasm
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Up or Down?Up or Down?
Choose the Approach– Bottom up or Top down– Personality dependent
Top Down – more controlBottom Up – sense of ownership
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Where to StartWhere to Start
Resources– Previous plans– Seven Steps (Masonic Renewal Committee)– Membership– Other Jurisdictions
Elected Officer SupportSurvey of the Membership
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VisionVision
Time frame
Paint a picture
Vs Mission
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Vision ExampleVision 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.
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Developing the PlanDeveloping the Plan
Selecting the participants– Current and future leaders– Willing to participate– Vested Interest
Senior Leadership participation– Establishes credibility– Limited
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Developing the PlanDeveloping the Plan
Initial meeting– Structured Approach– Set the scope– Determine the time frame– Working tools
Blank sheet Envelope
– Review survey results– Brainstorm
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Select Areas of EmphasisSelect Areas of Emphasis
Develop the Vision
All ideas accepted
Broad is good
Measurable
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An Example From WashingtonAn 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
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Example Cont.Example Cont.
Select Strategic Initiatives– Criteria– Applicability– Assign Milestones
Time Phase Budget Considerations
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BudgetingBudgeting
Money - Three Year– One Year Operating – Two Year Planning
Manpower– Quantity– Quality– Expertise
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ImplementationImplementation
Spread the Word– Annual Communication– Grand Lodge Publication– Grand Officer Personal Appearances– Focus Groups– Web Site– Other
Lodge Involvement– Recognition– Lodge Plans
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Plan MaintenancePlan Maintenance
Review Continually
Re-schedule as Necessary
Update Periodically
Re-validate Periodically
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Completed InitiativesCompleted 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
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Completed InitiativesCompleted 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
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Completed InitiativesCompleted 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
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Completed InitiativesCompleted Initiatives
Fraternalism– Mentor Training– Hospitality Visit Program– Combined Monitor and Cipher
Cooperation with Concordant Organizations– Organization of the Month– Joint Celebrations– Washington Masonic Alliance
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Long Range Planning TeamLong Range Planning Team
Mid-Year Report to
EXCOM
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Long Range Planning TeamLong Range Planning TeamGrand Master’s Guidance
1. Educate the lodges on how they fit into the Grand Lodge Long Range Plan
2. Encourage and assist lodges in creating their Long Range Plan
3. Conduct mini-workshops on Long Range Planning in the Regional Workshops
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Long Range Planning TeamLong 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.
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Long Range Planning TeamLong Range Planning Team
GMG #1
Educate the lodges on how they fit into the Grand Lodge Long Range Plan
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Long Range Planning TeamLong 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
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Long Range Planning TeamLong Range Planning Team
GMG #2
Encourage and assist lodges in the creation of a Long Range Plan
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Long Range Planning TeamLong Range Planning Team
Design: Plan how to make your dreams come true
Destiny: Put your plan to work– Who– What – Where– When
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Long Range Planning TeamLong Range Planning Team
GMG #3
Conduct mini-workshops on Long Range Planning in the Regional Workshops
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Long Range Planning TeamLong Range Planning Team
Developed presentation for Regional Workshops
Coordinating with Leadership Development Committee for opportunities to participate in Regional Workshops
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Long Range Planning TeamLong Range Planning Team
Plan for the remainder of the current Masonic year
Regional WorkshopsDirect contact with lodges and LOMAsIndirect contact with lodges and LOMAsArticles for Masonic publications
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Questions?Questions?
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An Analogy