Planning and Programming Workshop Pre-workmembers.wisc-freemasonry.org/wp-content/uploads/...Planning and Programming Workshop Pre-work Page 3 of 194 #6 Attention to detail. Even the

Planning and ProgrammingWorkshop Pre-work

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What is the pre-work for the Planning and Programming workshop all about?

Purpose

Its purpose is to introduce you to the Programming and Planning workshop. This pre-work

covers the workshop objectives, it gives a brief overview of the way the material will be

presented to help you learn, and is the first step to prepare you for becoming an active in lodge

planning and organizing programs.

What You Will Learn?

The Planning and Programming workshop is a vehicle to help draw on your hidden talents and

guide you to exercise those talents in your business, personal, and Masonic lives. It is an

appropriate follow-up to compliment the Leadership and Management workshops.

You will discover, that planning is much different from leading and managing although the three

together make a solid foundation for running your lodge. Some of the lessons to be covered will

include:

That planning and implementing programs requires people, communication, and patience. That the ability to formulate plans and implement programs comes from a desire to think

something through and document actions and steps before jumping into activity. Like leading and managing, it is okay to take risks as long as you are willing to invest

time in the people that will help you develop, establish, and implement the plan. Like leading and managing, planning and implementing programs also requires you to be

able to motivate and persuade others. Learning about thinking critically, achieving consensus with your team, setting goals,

using a planning calendar, using the Lodge Excellence Award as a planning tool, gettingideas for programs from last year’s listening sessions and much more.

How You Will Learn?

The learning process consists of the following:

Presentations to help you expose the hidden skills you might have. Interaction and discussions during the presentation. Applying learned lessons during group activities.

Be ready to take an active part in the workshop. Applying your thoughts and ideas with others

will help you develop some lasting skills. Testing these skills toward the end of the workshop

will strengthen concepts to take back to your lodge.

To effectively prepare for this workshop, read the thoughts listed below that were paraphrased

from an article by Jeff Kear of the Planning Pod website. Also, take some time to complete the

activities at the end of this paper. Bring these to the workshop.


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8 Essential Traits of Successful PlannersDo you have them?

Keep in mind traits that might apply to specific generations, such as baby boomers and

millennials. Read on for the eight essential traits.

#1 Being prepared and planning for contingencies.

Truly the success of every event is in the details, and the best planners are also ones who have a

complete system for how they go about preparing for events and that accounts for absolutely

everything. Knowing risks and have contingency plans in place is also the target of a good

planner.

#2 Having passion for what you do.

Planning and managing the plan can be stressful and require loads of time. Be passionate about

your lodge and what you have planned for the year. Thrive on all the challenges that stand

between you and a successful year. Have that strong feeling of enthusiasm or excitement for the

road ahead.

#3 Flexibility.

Sometimes there is not money in the budget because of tight financial positions. Be flexible to

put things together fast as well as change course quickly. Planning is like building a house on a

beach with shifting sands. Things are always moving under you and changing constantly, and

your challenge is to build this amazing experience amidst constant change and often turmoil.

#4 Staying level headed while under fire.

This is an extension of the previous trait. Planning is not for those who are quick to freak out or

panic. Smile through adversity and stay calm while scrambling to fix things.

#5 Having a vision.

Vision in your plan includes being able to see all the disparate elements of the plan coming

together, including the theme, targeted attendees, education, speakers, entertainment, food,

sponsors, and more. The key here is having a vision that delivers on what will make your lodge

successful.

8 Essential Traits of Successful PlannersDo you have them?


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#6 Attention to detail.

Even the smallest activities have hundreds of details, and for large events, there can be thousands

of details. Keeping track all these details is a must.

#7 Ability to listen and understand the goals.

Many people think that a great planner is one who is very vocal and barks out orders constantly,

but in fact the opposite is true: the best planners are great listeners who take in lots of ideas, input

and advice, and then act on this. Great planners also realize that the true purpose of the plan is to

achieve the target or goals and deliver the best experience to the intended audience.

#8 Humility.

This one really makes sense. A savvy planner understands that his year in the East is not about

him or his ego. It’s all about the lodge’s goals and objectives and delivering the best experience

to the members, their families, and the community. In fact, ego and drama and showboating only

get in the way of planning and managing a successful year. Remember, your term in the Master’s

chair is about servant based leadership.


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Workshop Preparation

Think about your learning goals for this workshop and list them below.

1.

2.

3.

4.

List one or two planning or programming challenges that you might be facing in at your lodge.

[Please do not include specifics such as names].

1.

2.


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From the traits listed in the article above, which ones do you feel very confident in practicing,

and which are your weaknesses. Why?

1st.

2nd.

3rd.

4th.

5th.

6th.

7th.

8th.

Thank you for taking time to complete the pre-work. Sharing actual experiences inside and

outside of the lodge will make this workshop a much more interactive experience. Please be sure

to bring the pre-work with you. We look forward to your attendance and participation.

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All information and documentation assembled in this workbook is solely for the use of the participant asreference material. Reproduction, publication, or distribution in any manner without the prior writtenconsent of the Grand Lodge F. & A. M. of Wisconsin is strictly prohibited.

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“Procrastination is my sin. It brings me naught but sorrow.

I know that I should stop it. In fact, I will—tomorrow.”Gloria Pitzer

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Anyone who thinks that planning for a Masonic year begins in the month or

two before installation is missing the best part of the whole year; for planning

begins when you start to visualize or experience a visual mental imagery of

what your year will be like. Start writing because planning for your year

begins with that dream.

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Sometimes it is the people no one can imagineanything of, who do the things no one can imagine.

—The Imitation Game

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Critical thinking is non-traditional thinking, grounded in

traditional, and logical thought, which enables us to

determine exactly what the plan, crisis, or task at-hand is

and how to move though it resulting in success.

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Wisconsin Free and Accepted Masons

Lodge Excellence Award

Attached is the revised criterion for the Lodge Excellence Award (LEA) effectiveJanuary 1, 2017. Use the previous format for the 2016 LEA Awards. The LEAwas established in 1977 as the Grand Master's Achievement Award to aid lodgesin planning a vibrant and successful slate of activities. In order to ensurecontinued success and viability of Freemasonry in Wisconsin, the Grand Lodgeimplemented a strategic planning process. The LEA format and content isstructured to align with the goals of the strategic plan. The goal is to reward wellrounded lodges that are active in all aspects of Freemasonry in accordance withour strategic plan.

As Worshipful Master, you are encouraged to plan your year using the LodgeExcellence Award criteria. Document the qualifying activities from January 1 toDecember 31. Submit this application to receive recognition.

Recognition Rating Rationale, Criteria, and Guidelines:

A rating system has been established which recognizes lodges that perform at agold, silver, and bronze level. The medallions next to each section indicate theminimum requirement to obtain the associated level. For example, to achievegold status in the “Business and Administration” category a lodge must complete8 of the activities in that section, 8 for gold, 7 for silver, and 5 for bronze. Thisrating system also strives to recognize lodges of different size, demographic, andphysical location. Thus the rating system does not attribute any points forquantity in the various categories rather it seeks to normalize and account forthose lodge differences noted above. A lodge therefore will earn a recognitionaward equal to the lowest level attained in any one category. For example, if alodge meets the gold in 9 out of 10 categories and silver in 1 out of ten the lodgewill be recognized as silver. Those items in bold and underlined must becompleted to achieve silver or gold level recognition.

In order to share best practices throughout the state for growing the fraternity andenriching the membership experience, lodges are strongly encouraged to provideadditional detail on events and activities with this application. Your DDGM mayask for clarification if this information is not provided.

Application Deadline: February 15

Submission Details: email or mail the LEA form to your District DeputyGrand Master (DDGM)



Lodge Name # District #

2 LEA 2017 REV 1

Lodge: ______________________________________ District:__________

1) Fraternal Goalsa) Grow & Retain Quality Membership

Develop an Annual Membership Plan

Raise new Master Mason(s)

Convert members from default or suspended status

Achieve positive membership growth

Achieve increased lodge attendance

Hold a membership event (Friends Nights, Open House, etc.)

Give a speech on Masonry at a public non-masonic event

b) Cultivate Leaders

Ashlar Award(s) presented to members

Attend Secretary Training

WM attend Masonic College

SW attend Masonic College

JW attend Masonic College

Other Officer attend Masonic College

Appointed or Elected Officer attend other leadership training or seminar (Provide supportingdocumentation)




3 LEA 2017 REV 1

c) Improve and Expand Public Perception

Lodge maintains a current and active social media presence (provide ink)

Maintain a Website (current) (provide link)

Hold Family-friendly event(s) (attach short description)

Published article in local newspaper (attach copy)

Host an outside speaker at a masonic event (provide short description)

Participate in a community partnership project or event (attach description)

d) Increase Masonic Knowledge

Attend Fall & Spring District Meeting

Three or more Lodge Officers attend Fall & Spring District Meeting

Present a Masonic education lecture or discussion

Degree Exemplification I Conferral

Lodge Visitation for a degree, Installation of Officers, or Awards event

New Ritualist card awarded

Attend School of Instruction

Three or more officers attend Schools of Instruction

Deliver Grand Lodge Education Programs

Traveling Gavel

Outside speaker (masonic)

Proficiency Card holder

New (first year) mason take part in a degree




4 LEA 2017 REV 1

e) Improve Facilities Management Practices

Trustees Report (4 minimum)

5 year facility plan

Spruce Up Project

Major Cleanup/Housekeeping event

No maintenance responsibilities for facility

No housekeeping responsibilities for facility

The Lodge has no ownership in facility

f) Strengthen Bonds with Appendant Bodies and Youth Groups

Adopt a youth group

Conduct joint event with Appendant Body or Masonic Youth Group El Junior Warden Reportto JGW

Financial support & gift-in-kind to Masonic Youth Group

Presentation by Appendant Body

g) Expand Communication Tools

Publish Lodge trestleboard or newsletter (minimum 4)

WMJ Article or picture published

Outreach personal phone call or visit made to all inactive members

Notice communicated to members for each meeting

Annual Calendar of events published and communicated to all members by January 30




5 LEA 2017 REV 1

2) Relief (brethren, widows and orphans) & Charity Activities

Utilize this section to document activities such as scholarships,youth group support, service and assistance of a brother or his immediate family or otherLodge activity acts of kindness.

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

3) Business and Administration

Recap & per-capita tax due 2-15

Annual lodge budget published

Annual financial report due 2-15

Complete annual internal audit

Trustee Investment Management Report given in Lodge

WM Attend Annual Communication

SW Attend Annual Communication

JW Attend Annual Communication

Other Lodge Officer or member attend Annual Communication (Exclude

Grand Lodge Officers)

I certify that the information contained on this form is true and accurate to the best of myknowledge.

Worshipful Master: ____________________________________________________(Printed Name)

____________________________________________________Date ______________(Signature)

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Always remember that “Preplanning is . . .

STACKING THE DECK in your favor!!”

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Chaos!!!

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“If you want to build a ship, don’t drum up the men to gather wood, divide the

work and give orders. Instead, teach them to yearn for the vast and endless sea.”Antoine de Saint-Exupery

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Worksheet for Prioritizing Events and Programs

Goal/Program Impact Effort/Cost Rating or Score

In this column list the program/event being considered.

Rate with a “1”,“2”, or “3”.“1” being verylow impact and“3” being veryhigh impact.

Rate with a “1”, “2”,or “3”.“1” being very higheffort/cost and “3”being very loweffort/cost.

For scoring, multiply theimpact rating times theeffort/cost rating.A high score designates agood program. A lowscore might not be a goodevent/program to have.

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Winding Stairs Lodge #357

Your lodge, Winding Stairs #357, meets on the 2nd and 3rd Wednesday every month except for July and

August when it goes dark. The lodge has 60 members; 55 primary members and 5 plural members. The

annual dues is $75/member of which $39.00/member is paid out in per capita tax. Ten of the primary

members are perpetual members and purchased their PMP when lodge dues was $65. Usually, 92% of

the members pay their dues.

Winding Stairs sends out a monthly Trestle Board using a mailing service. It sends out to the lodge

members and to the members of an affiliated Eastern Star. The total mailing goes out to 160 recipients.

The lodge also rents a large post office box at the local post office to receive mail.

Your lodge is financially well off after selling its building. The members thought about buying into

another location, but tabled that decision for at least 4 to 5 years. Currently the lodge has $10,000.00 in

a local bank checking account, $25,000.00 in a savings account that receives .5% interest on the money

in the account, and $305,000.00 in an investment account with a local broker. $100,000.00 of the

invested funds are in liquid assets that can be easily converted to cash.

Because your lodge does not own a building, it rents a hall above a local clothing store paying $125.00

per meeting and this includes utilities. The lodge signs a one year lease. There is a minimum payment

of 24 meetings per year equaling $3000.00 payable in advance in January of each year. The hall can be

used for lodge events. It has a small kitchen, and a dining room that would hold up to 150 people.

Tables and chairs are rented from a local merchant when needed for an event costing $50.00/day.

There is an additional charge from the landlord of $200.00 when the dining room is used for an lodge

special event or special communication. The lodge is also responsible to pay a monthly maintenance

fee of $60.00 to the landlord at the first of each month to cover cleaning and maintenance as needed.

Because Lodge #357 has minimum real estate assets, it only pays $500/year into the Grand Lodge

insurance fund to cover any furniture or paraphernalia that the lodge owns.

Lodge #357 is fortunate to have six sitting officers. The Junior Steward’s chair is not filled. Officer

attendance at the meetings is very good, but very few members come to the meetings with only one or

two Past Masters and possibly one other member on the sidelines. The current Worshipful Master and

Senior Warden have served in those positions two times to give the newer officers a chance to learn

their parts. The remaining officers are new to their chairs, and there are several prospective new

officers available in the inactive members and in new members that are currently posting.

Most of the events are sparsely attended except for two pancake suppers. The pancake suppers net

about $800.00 each. Other events barely break even.

The stated meetings are mainly business meetings consisting of reading minutes, correspondence, and

reports. There is very little, if any, Masonic education at the meetings.

The lodge is getting new members, but it is difficult to retain them after completing their degrees.

The decline in membership has slowed in the last 5 years, but the lodge is still at a negative growth

rate.

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Categorized List of Possible Events from the 2015 Listening Sessions

List of Possible Community Events for the Exercise, or Include Some of Your Own.

1. Booth or stand at county fair or event.

2. AED purchases and have a Square and Compasses on it.

3. Breakfast with Santa.

4. Care bear program.

5. Christmas Season Dinner for all.

6. Community dinner with various town sponsors coordinated by Lodge.

7. Community Easter egg hunt @ Lodge (hint use plastic eggs).

8. Donations and work assistance to animal shelter or rescue.

9. Float in parades with kids on the float…a family event.

10. Free veterans lunch.

11. Gentlemen 101 program.

12. George Washington Celebration…lodge serves Cherry pie.

13. Halloween at Lodge bringing community into Lodge building.

14. Historic Society meetings at lodge building.

15. Hold a Career Night for students at the Lodge Building.

16. Holiday time coordinate a food pantry drive.

17. Honor Boy Scouts and their leaders.

18. Honor Law Enforcement/Veterans /Teachers/First responders/Firemen.

19. Open the Lodge building to local high schools sports teams for fundraising events.

20. Lodge does stretch of road cleanup and has a sign that tells motorists.

21. Lodge offers shade and water point at 4th of July Parade.

22. Adopt a family (families) for maintenance, father figure, etc.

23. Support a Community Library spelling bee.

24. Masons, Masonic Wives, and Eastern Star volunteer to read at Public Library.

25. Adopt a local cemetery each spring and provide a volunteer work crew to repair and/or

straighten.

26. Organize a Charity Event.

27. Have a play open to the public.

28. Publicize brother to brother relief outside of Wisconsin Masonic Journal (WMJ).

29. Sand box fills for the community by Lodge.

30. Santa available for community at Lodge building.

31. Scholarship dinners recognizing students, also an open house for friends and family.

32. Scholarship idea: write a letter to George Washington.

33. Short story contest for youth.

34. Take part in activities that are not the “property” of the Masons.

35. Host non-masonic youth groups.

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List of Possible Ideas that Focus on Degree Work, or Include Some of Your Own.

1. All degree work is moved from Stated Communications to Specials.

2. Announce all surrounding Degree dates through DDGM reports.

3. Assign Masonic Education Programs to newer Masons.

4. Table Lodge in the EA Degree

5. Craftsman Club…to refine quality of ritual work.

6. Invite other lodges to attend when you have a degree.

7. Use today’s technology to provide music into lodge meetings…and degree work.

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List of Possible Fundraiser Events for the Exercise, or Include Some of Your Own.

1. Annual Fish Boil.

2. Charity Bowl (bowling) event with all Masonic organizations participating.

3. Chicken or fish fry.

4. Brat fry.

5. Steak fry.

6. Pork chop dinner.

7. Spaghetti dinner.

8. Corn roast.

9. Fund raisers the entire family can work on.

10. Group Rummage sale with proceeds to Shrine Children’s Hospital.

11. Host an art show displaying local children’s art at the Lodge building.

12. Participate in Expos and County fairs.

13. Raised funds toward Town Police force to establish a K-9 unit.

14. Fundraiser events for local High School sports teams.

15. Sell Christmas trees to support scholarships and funds.

16. Holiday bazaar.

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List of Possible Lodge meeting ideas for the Exercise, or Include Some of Your Own.

1. After Lodge social time at Culvers.

2. Ladies program during a lodge business meeting.

3. Coverall night.

4. Create a dialogue between Appendant Bodies and Blue Lodges.

5. Deer Camp Night.

6. Every brother has an assignment on lodge night.

7. Every time a Brother comes to lodge he brings a canned good.

8. Have attending members close lodge (volunteers) while Master still in attendance.

9. Ladies club for wives and significant others one such group meets in dining room.

10. Lodge-to-lodge visits and events.

11. Round table discussion meeting once a month/quarter.

12. Short business meetings. No committee work in open lodge just reports.

13. 25, 50, 55, 60 Year recognition.

14. Awards Night.

15. Mason of the Year Night.

16. Men’s Table Lodge.

17. Patriotic Observances.

18. Past Master's Night.

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List of Possible Events Open to the Lodge members, Family, Appendant Bodies, but not

Necessarily to the Public, or Include Some of Your Own.

1. Four Wheeling/Snowmobiling.

2. Entire lodge goes out to dinner.

3. A dinner one Saturday of the month; families, widows and friends invited.

4. Annual fishing trip for a group of Lodge brothers.

5. Rabbit hunt.

6. Game farm bird shoot.

7. Building Projects.

8. Camping out on AC weekend.

9. Lodge Fishing Tournament.

10. Use the Newshawk Program.

11. Task your new younger Masons to develop ideas on how to be more family friendly.

12. Build a computer game based on our symbolism?.

13. Annual Family Camp out.

14. Annual golf outing.

15. Wine and cigar event to discuss Masonry with friends.

16. Cribbage and Euchre Tournament every 3rd Tuesday. Invite friends and students.

17. During summertime lodges have an event every month. A cookout with all invited to

keep in touch.

18. Family Movie night or Friday video night at Lodge.

19. Group package for bus to sporting event…Green Bay.

20. Tailgate party at baseball games.

21. Ladies at the Table Lodge dinner.

22. Local baseball team Masonic day.

23. Lodge provides speakers to other organization events… historic and or Masonic.

24. Magic show at lodge for Masonic kids/grandkids and their friends.

25. Masonic theme centerpieces at meal events educating/inspiring families.

26. Meals before lodge.

27. Meat and gun fundraiser drawings.

28. Monthly family meal nights.

29. One night a year a Masonic Education night for the ladies of the Lodge Family.

30. Keep track of scholarship recipients invite to lodge event.

31. Partner back up with Eastern Star and help make both viable.

32. Plant flowers around lodge building to make the building look more inviting.

33. Pumpkin carving at Lodge building.

34. Raffles.

35. Recognition dinner for Honored Ladies and achievement of members.

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List of Possible Events Open to the Lodge members, Family, Appendant Bodies, but not

Necessarily to the Public, or Include Some of Your Own (continued from previous page)

36. Repeat events that families look forward to…Valentine’s (Sweetheart) Dinner.

37. Trap shooting teams

38. Spring-cleaning weekend.

39. Valentine’s day dinner with a Dating Game type of contest.

40. Wisconsin Masonic Rib-fest.

41. Ladies’ Night

42. Friend’s Night.

43. Youth Night.

44. Mystery Dinner.

45. Night at the Movies.

46. Founder's Day Observance.

47. Father and Son Banquet.

48. Football Game and Tailgate.

49. Baseball Game and Tailgate.

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List of Possible Events for Lodge Members Only, or Include Some of Your Own.

1. Four Wheeling/Snowmobiling.

2. Entire lodge goes out to dinner.

3. A dinner one Saturday of the month; families, widows and friends invited.

4. Annual fishing trip for a group of Lodge brothers.

5. Rabbit hunt.

6. Game farm bird shoot.

7. Building Projects.

8. Camping out on AC weekend.

9. Lodge Fishing Tournament.

10. Use the Newshawk Program.

11. Task your new younger Masons to develop ideas on how to be more family friendly.

12. Build a computer game based on our symbolism?

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List of Possible Events for Reaching Out to Widows, Shut-ins, etc., Your Own

1. Every member gets a call once a month from an Officer of the Lodge.

2. Every widow has a contact point of a Brother in the Lodge.

3. Fruit baskets to widows delivered ask about grandkids looking for potential Scholarship

winners.

4. Have a Broken Column Pin for the widow at every funeral and explain the meaning.

5. Lily at Easter to wives and widows.

6. New Brother (EA) calls Lodge Brothers and introduces himself.

7. Use lodge website to attract prospective members.

8. Poinsettia plants delivered to Widows and shut-ins for Christmas.

9. Shuttle widows to public events.

10. Spring Garden Team to help around widows and shut ins houses.

11. Text alerts of lodge meetings; informal breakfasts, coffee clutches, etc. go out the day

before.

12. Visit Brothers at home…if shut in have a Lodge meeting at his location.

13. Widow of a Brother program.

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“And now, let us believe in a long year that is given to us, new,

untouched, full of things that have never been.”—Rainer Maria Rilke

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Every time you tear a leaf off a calendar, you present a new place

for new ideas and progress.—Charles Kettering

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Albert Einstein’s Definition of Insanity

Doing the same thing over and over again

and expecting different results.

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Worksheet for Entered Apprentice Degree Parts

First Section

Degree Part Primary Alternate

Worshipful Master:

Senior Warden:

Junior Warden:

Secretary:

Senior Deacon:

Junior Deacon:

Senior Steward:

Junior Steward:

Chaplain:

Tiler:

Second Section


Walking Initiatory Lecture:

Third Section


Picture Lecture:

Charge:

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Worksheet for Fellowcraft Degree Parts

First Section


Worshipful Master:

Senior Warden:

Junior Warden:

Secretary:

Senior Deacon:

Junior Deacon:

Senior Steward:

Junior Steward:

Chaplain:

Tiler:

Second Section


Staircase Lecture:

Letter “G” Lecture:

Charge:

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Worksheet for Master Mason Degree Parts

First Section


Worshipful Master:

Senior Warden:

Junior Warden:

Secretary:

Senior Deacon:

Junior Deacon:

Senior Steward:

Junior Steward:

Chaplain:

Tiler:

Second SectionDegree Part Primary Alternate

Worshipful Master:

Senior Warden:

Junior Warden:

Secretary:

Senior Deacon:

Junior Deacon:

King Solomon:

King Hiram:

Scribe:

1st Craftsman:

2nd Craftsman:

Ja:

Jo:

Jm [with Soliloquy]:

Worksheet for Master Mason Degree Parts

Seafaring Man:

Fellowcraft #1:

Fellowcraft #2:

Fellowcraft #3:

Fellowcraft #4:

Fellowcraft #5 [optional]:








Historical Lecture:

Third Section


Picture Lecture:

Charge:

Apron Address:

Pin Presentation:

Bible Presentation:

Other Presentations:

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"Until you value yourself, you will not value your time.

Until you value your time, you will not do anything with it."-- M. Scott Peck

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Work Breakdown Structure Task List

EventTitle:

AdditionalInformation:

Date ofEvent:

Location:

Task ID Task Name Due DateAssigned

to:Cost Budget Notes

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

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A budget is not mainly more than a means to keep tabs on spending.

It is also a spending plan for making sure funds are spent for good

reason and not just kept and held.

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Annual Budgeted Income for

Lodge # F. & A.M.

For Year

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INCOME INCOME VARIABLES

Account Description Budget Variable Data

Donations and Fund Raisers Membership

General Fund Donations Number of Members

Lodge Fund Raisers Number of PMP Members

Lodge Events Number of Plural Members

Annual Dues

Total Donations and Fund Raisers

Membership Income Degree Fees

Total Annual Dues EA

Total PMP Dues [GL Endowment] FC

Total Plural Member Dues MM

Degree FeesAverage Number of Degrees per Year

EA

FC

Total Membership Income MM

Other Income Grand Lodge

Interest, Savings, and CD's Endowment Return

Maintenance Income, Masonic Spruce-up Campaign

Maintenance Income, Other Scholarships

Masonic Merchandise Matching Funds

Meals

Total Grd Ldge Endowment Returns

Total Other Income

Total Revenue

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Annual Budgeted Expenses for

Lodge # F. & A.M.

For Year

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EXPENSES

Account Description Budget Account Description Budget

Administration Grand Lodge

Bank Service Charge Annual Communication Expenses

Bank Charge (Other)

Office Equipment and Supplies

Printing

Pins, Badges, Certificates

Postage Bulk Rate Permit

Post Office Box Total Grand Lodge Expenses

Postage General Social Functions and Fundraiser Expenses

Rental Expense

Salaries

Building and Grounds

Steward's Expense

Meal Expenses

Total Administration Expenses

Property Maintenance and Improvements

Building and Grounds Maintenance

Cleaning Supplies

Building Improvements and Upgrades

Gas UtilityTotal Social and Fundraiser

Expenses

Insurance

Electric Utility Masonic Education Expenses

Telephone/Internet

Sewer and Water

Total Prop. and Maint. Expenses Total Masonic Education Expenses

Annual Budgeted Expenses for

Lodge # F. & A.M.

For Year

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Charities and Funds Expenses Expense Variables

George Washington Memorial Variable Data

Sickness and Distress Average Monthly Utilities/Rent

Widow's Fund Electric

Funeral/Memorial Services Gas

Scholarships Sewer/Water

Three Pillars Phone

Building Fund Internet

Endowment Fund Rent

Grand Lodge

Total Charities and Fund Expenses Per Capita Tax/Member

Candidate Expenses

Petitions

Ciphers

Wisconsin Program Posting Materials

Bibles

Aprons

New Master Mason Bundle

Total Candidate Expenses

Past Master Expenses

Past Master Apron

Past Master Pin

Past Master Apron Case

Past Master Certificate

Total Past Master Expenses

Total Expenses

Net Income (Loss)

Event Budget

Name of Event:

Location:

Date of Event:

Time of Event:

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Expenses

Food and Miscellaneous ItemsCostEach

Quantity Total Cost

Total Expenses:

Income

DescriptionCostEach

AmountSold

Total

Ticket Sales

Adults

Children

Cash Donations

Other

Total Income:

Net Profit (Loss):

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Fundraiser Budget

Name of Fundraiser:

Location:

Date of Date of Fundraiser:

Time of Fundraiser:

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Expenses

SuppliesCostEach

Quantity Total Cost

Total Expenses:

Income

DescriptionCostEach

AmountSold

Total

Ticket Sales

Adults

Children

Cash Donations

Other

Total Income:

Net Profit (Loss):

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Data for Winding Stairs #357 Budget Exercise [Page 1]

Income Variables Data

Petition Fee $200.00

Degree Fee EA $50.00

Degree Fee FC $50.00

Degree Fee MM $100.00

Projected Number of EAs to be Initiated 3

Projected Number of FCs to be Passed 3

Projected Number of MMs to be Raised 4

Expense Variables Data

Trestle Board Mailings per Month $100.00

Extra Large P.O. Box Rental per Year $620.00

1st Class Postage per Year $50.00

Secretary Supplies $500.00

Secretary Salary per Quarter $400.00

Treasurer Salary per Quarter $300.00

Stated Meeting Refreshments $500.00

Masonic Study Series Vol. 1 $6.00

MSA Short Talk Bulletins/One Year Subscription $12.00

New Master Mason Bundle $73.00

Bible

Apron

“Light” Series Posting

Auto Emblem

Master Mason Holy Bible $27.00

Wisconsin Program Booklet $2.00

“Light” Series Posting Material $14.00

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Data for Winding Stairs #357 Budget Exercise [Page 2]

Counselor’s Tutoring Aid for Posting $17.00

Grand Lodge Multi-Letter Cipher $13.00

Candidate Presentation Apron $26.00

Wisconsin Past Master’s Apron $275.00

Past Master’s Apron Case $40.00

Past Master Pin $25.00

Widow’s Pin $5.00

Square “Bear” Teddy Bear $12.00

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Foresight is not about predicting the

future, it's about minimizing surprise.—Karl Schroeder

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Event/Activity Risk Assessment

Identify Event orActivity:

Identify Possible Risk[What could go wrong?]

Identify Possible TriggersPlan a Contingency

Action

Responsible Personto Implement

Contingency Activity

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Downloading Planning and Programming Documents

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On the internet, go to . . .

http://members.wisc-freemasonry.org/

Scroll down to “Find A Page”. . .

Look for “Masonic Education, Lodge Planning and Programming” in the menu . . .

Click on “Lodge Planning and Programming Material” to arrive at the forms to download.

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Wisconsin Masonic College Participant EvaluationPlanning and Programming Workshop

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Lodge: Lodge Number:

Workshop Date: Instructor:

How did you hear about this workshop?

Telephone Email Wisc. Masonic Journal Other [Please explain]

Specify your objective for attending this workshop?

Did you complete any activities before attending this workshop?

a. I identified specific opportunities that can be used in my lodge.

b. I discussed attending the workshop with some of my lodge members.

c. I reviewed the pre-work and completed the exercises.

d. Other activities

Please explain?

Please Evaluate Each Module

Critical Thinking Module

StronglyDisagree

Disagree Neutral Agree StronglyAgree

The information presented was helpful.

The presentation was easy to understand.

The module provided information I can use.

The module was just the right length.

(If applicable) The team exercise was useful and helped meunderstand.

Additional Comments


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Lodge Excellence Award (LEA) Module

StronglyDisagree







Additional Comments

Preplanning/Goal Setting Module

StronglyDisagree







Additional Comments

Producing a Planning Calendar Module

StronglyDisagree







Additional Comments


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Work Breakdown Structure Module

StronglyDisagree







Additional Comments

Planning a Budget Module

StronglyDisagree







Additional Comments

Risk Assessment Module

StronglyDisagree







Additional Comments


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New Officer’s Summit Module

StronglyDisagree







Additional Comments

General Observations

StronglyDisagree


The overall learning environment was appropriate (roomsize, facilities, breaks, and meals).

I would recommend this workshop.

The overall information would be useful to other members ofmy lodge.

Additional Comments

Would you be interested in teaching one or more of these Workshops? (check all that apply)

Leadership Management Planning

Name: Lodge Office:

Date: