Lodge Leadership Training Part 1 Lodge Operations

Lodge Leadership Training – Part 1 Lodge Operations Overview

Welcome u Introductions u Logistics 2 11/17

Course Objectives u Recognize how Moose leaders work together to fulfill the Moose International mission. u Identify the roles and responsibilities of Lodge Officers & Committee Chairmen. u Recognize how committees enhance Lodge operations. u Strategize on new ways to increase membership. 3 11/17

Agenda u Lesson 3: Lodge Committees u Lesson 11/17 2: Lodge Structure u Lesson 4 1: The Moose Organization 4: Lodge Members/Volunteers

Lesson 1 – Moose Organization Objectives Recall the four key components of the Moose International mission statement. Recognize how the IRS defines a Fraternal Society and how the Moose qualifies as such. Identify how Moose resources work together to support the Moose International mission. 5 11/17

Mission of Moose International Fraternal & Community Service Our Seniors 6 11/17 Our Children Our Members

Fraternalism, Communities, & Children 1. Fraternalism and Community Service • • 2. Programs for Tomorrow Stay Informed Finest Family Education and Environment for Children in Need • • 7 11/17 Inviting Family Centers Support Mooseheart Mission

Senior & Membership Growth 3. Provide for Seniors • • 4. Keep Them Involved – to Help Each Other; to Help Others Support Moosehaven Mission Promote Membership Growth • • Recognize and Reinforce Member Value • 11/17 Meet Expectations • 8 Benefits Package Maintain Ongoing Communication

‘Fraternal’ Definitions According to… General Laws ensure IRC compliance! u u 9 11/17 Webster’s Dictionary – Brotherhood The IRS – 501 c(8) Internal Revenue Code Exemption – Lodge System and Lodge Operations Requirements

Mission Exercise What has your Lodge done to support the Moose International mission? u u 10 11/17 Fraternalism and Community Service Mooseheart Moosehaven Membership Growth

5 Pieces to the Solution 11 11/17

You, & Your Lodge u Heart and Foundation of the Organization u Effective Lodge Leaders Maintain Ongoing Communication: u Fraternal Leader Attributes u Community, Committee, & Member Interaction 12 11/17 Officers Members / Volunteers Committees

Your Territory Manager u Your 1 st and Primary Point of Contact! u Oversees All Lodges in Assigned Area u Liaison to Regional Manager u Visits Lodge(s) Periodically u Ensures Lodge Compliance With Moose International u Shares Mid-Year & Territory Manager Convention feedback 13 11/17

Moose International u Headquarters Moose Programs to International Support Mooseheart, Moosehaven; Provide Guidance and Support for the Organization u Set Financial & Membership Goals u Review General Laws u Official Communications, Int’l Convention, Approve/Recommend Conference Agendas u Develop 14 11/17

Your Association u Promote, Support, and Coordinate MI Programs u Adopt Policy to Ensure Lodge u State & Provincial Associations 15 11/17 u Representation at Conventions, Conferences, District Meetings, and Training Stay Informed on Lodge Committee Efforts Make Recommendation to Regional Manager on Issues That Affect His Area

Your District u Promote Association Programs District u 2 -way Communication, Guidance, and Idea Sharing u May Be Contacted by Regional Manager for Lodge Assistance u Encouraged by Association to Create Assistance Task Team to Stay Informed on Lodge Status 16 11/17

Resource Recognition Your Lodge wants to… q q q 17 11/17 Host a Darts Tournament Host a Moose Olympics & Family Events Day Donate to the Moosehaven Wish List How Can Your Resources Help? Territory Manager Moose Int’l District Association

Lesson 2 – Lodge Structure Objectives Purpose of the Lodge Board of Officers Voting vs. Non-Voting Officers Common Responsibilities for All Officers Individual Officer Responsibilities 18 11/17

Board of Officers – Purpose u Must Incorporate Per State/Province Law u Lodge • • v 19 11/17 Board of Officers 8 Elected Officers* + Jr. Past Governor 4 Corporate Officers (Governor, Jr. Governor, Administrator, and Treasurer) Note: May be reduced to (6) if special dispensation was granted to install (1) Trustee only (2014/2015 General Law change)

Fraternal and Business Responsibilities Lodge Board of Officers Fraternal Operations Business Operations Community Service Committees 11/17 Membership Records Membership Growth and Retention 20 Managing Accounts Expenses and Income

‘Business Operations’ Responsibilities u Administrator – Manage Daily Accounts, Membership, Income & Expenses – Manage SQ Business, Inventory, and Employees u Treasurer & Trustees – Follow up With Administrator for Financial and Inventory Accuracy u Governor (and Other Officers) – ‘Checks & Balances’ Role to Assure Others Are Performing Their Jobs Properly 21 11/17

Board Composition Voting Officers Elective: u Governor u Junior Governor u Prelate u Treasurer u Administrator u Trustees (3) Conditional: u Junior Past Governor 22 11/17 Non-Voting Officers Appointed u Sergeant-at-Arms Optional u Inner Guard u Outer Guard

Common Responsibilities u Prepare u Attend u Serve u Stay 23 11/17 to Serve Meetings on House Committee Informed

More About Common Responsibilities u Prepare to Serve – Don’t Interpret the General Laws u Attend – – – 24 11/17 Meetings Regularly Hear Reports Vote on Activities and Expenditures

More About Common Responsibilities u Special Meeting Notes – Excused vs. Unexcused Absence – Joint Meeting Rules u Concurrent u Stay – – 25 11/17 House Committee Role Informed on All Moose Programs/Policies Moose Leader/Magazine Newsletters, Circulars and Official Communications at All Levels

Lightning Leadership 1. You have Moose experience; what do you already know about Officer roles? 2. QUICKLY brainstorm role-specific duties! We’ll check accuracy later. There’s no right or wrong ideas in this part of the training! 26 11/17

Governor Duties – President (1 -Year Term) u Presiding Officer at All Meetings u Appoints Committee Chairmen & Appointed Officers u Ensures Monthly Financial Reports & Forms Are Sent and Filed u Validate your guesses! u General Laws (Chapter 35) Example for Exercise: Supports the Mission by ensuring the Lodge remains in Good Standing. 27 11/17

Jr. Governor Duties – VP (1 -Year Term) u Acting Governor if Vacancy Exists u Serves on House Committee u Helps count votes (not ballots) u Validate your guesses! u General Laws (Chapter 37) 28 11/17

Prelate Duties (1 -Year Term) u Visit Sick, Disabled, and Distressed u Presides in Absence of Governor and Jr. Governor u Serves on Audit Committee; Member of House Committee u Validate your guesses! u General Laws (Chapter 39) 29 11/17

Jr. Past Governor Duties u Complete Preceding Year Projects u Chairs Moose of the Year Selection Committee u Assist Administrator & Governor u Validate your guesses! u General Laws (Chapter 34) 30 11/17

Treasurer Duties u Custodian of All Securities u May Perform Administrator Duties; Not Acting Administrator (Cannot Hold 2 Offices Simultaneously) u Ensures Funds Are Deposited Weekly u Conducts Weekly Inspections of All Lodge Financial Records (in Administrator’s Presence) u Validate your guesses! u General Laws (Chapter 38) 31 11/17

(3) Trustee Duties* u Elected for 3 -year Term u Inventory Furniture, Fixtures & Other Property u Reviews bills; recommends payment v Note: Jr. Governor and Prelate share these duties if the Board has only (1)Trustee u Validate your guesses! u General Laws (Chapter 40) 32 11/17

Administrator Duties – Secretary u Elected for Term of ‘Satisfactory Service’ u Nominated by Board; Elected by Members u May Be Administrator of More Than 1 Lodge u Collects Funds From All Lodge Sources; Accounts for All Lodge Income and Expenses u Compiles and Remits Required Reports u Validate your guesses! u General Laws (Chapter 36) 33 11/17

Appointed Officer Duties u Sergeant-at-Arms; Inner Guard; Outer Guard u Appointed by Governor u Introduces & Seats Guests and Visitors u In Charge of Inner and Outer Door of Lodge Room u Validate your guesses! u General Laws (Chapter 41) 34 11/17

What ARE the General Laws? No one expects YOU to have all the answers; you ARE expected to know who to contact. - Ready for a sample quiz? Please don’t interpret for yourself or for others! 35 11/17

Lesson 3 – Committees Objectives Recognize how committees help Lodges operate more efficiently Primary role of standing committees Special committee assignment and role Committee Chairmen responsibilities 36 11/17

Committee Overview u Purpose – – Divide Lodge Operational Tasks for Efficiency Offer Additional Opportunities for Members u About – – 37 11/17 Committee Chairmen Governor Appointed Committees Can Do a Lot of Work for You; Let Them!

‘Standing’ Committees u Moose Charities u Communications u Auditing u Government Relations u Membership u Activities u Application Review u Moose Legion u Heart of the Community u Ritual u Loss Prevention And usually the House Committee… 38 11/17

‘Special’ Committees u Nominating u. Election u. Historical u. Moose 39 11/17 of the Year Sub-Committees and Other Activity Groups, too!

Committee Chairmen’s Responsibilities u Committee u Recruit u Some of ‘ 1’ Is NOT a Committee! Members Committees Have Rules; Check General Laws 40 11/17

Attributes of a Successful Committee u 3 Members or More u Meet Regularly and Orderly u Prepared and Shared Agendas u Open and Democratic Environment u Accepts Input and Ideas From Others 41 11/17

Common Committee Responsibilities u Refer Back to Discussions On: – Fraternal Leaders – Prepare to Serve – Attending Meetings u Read: – Officers’ & Committeemen’s Handbook (and Other Moose International Resources) – Family Activities & Sports Chairmen’s Guide Book u Ask 42 11/17 Questions!

Specific Committee Chairmen Duties u Recruit u Set Enthusiasm Goals u Develop Plans u Scope Fundraising Expenses / Budget u Obtain Approval From Board 43 11/17 u Carry Out Plans u Report Regularly u Celebrate Success u Conduct Member Interest Surveys

Committee Chairmen Notes u Cannot Establish Checking Account u Administrator Handles All Committee Financials u Deposits to General Fund; Expenses Paid by Official Lodge Check u May Deposit Into Savings Account (With General Governor Authorization) 44 11/17

10 Steps to a Successful Event 1. Create an Idea 2. Get Approval 3. Form Sub-committee 4. Promote the Event 5. Supplies 45 11/17 6. Follow-up 7. Hold the Event 8. Announce the Results 9. Publish the Results 10. Set Date to Repeat (Evaluate Success)

COMMITtee? Or No COMMITtee? It’s TRUE; it’s FALSE; or it’s back to your resources! 46 11/17

Lesson 4 – Lodge Members/Volunteers Objectives Why building membership is so important Compare and contrast member types and motivational factors Approaching new members and overcoming objections 47 11/17

Member Types u Fraternalists u Believers u Donors u Volunteers u Title Seekers u Sports Enthusiasts u Frugal u Party People u Barflies Motivation = personal, internal drive Incentive = reward or fear that produces an action or effort 48 11/17

Member Types (cont) u Observe Personalities u Observe Values and Interests u Guess 49 11/17 at What Drives People

Promoting Membership Growth u Why is it so important? u What are we doing to promote growth? is our members’ perception of us? Our Lodges? 50 11/17

1 st Impressions What do people think of our: Board of Officers Members / Volunteers Committees & Chairmen u u u u 51 11/17 Quality of Service Quality of Product Friendliness Feeling of Belonging Lodge Cleanliness Lodge Atmosphere Convenience Price

Making an Even Better Impression Recognize Member Type Recognize Member Motivation Survey for Member Impression …for an even better impression? 52 11/17

Sponsoring New Members 1. 2. 11/17 How do we approach potential members? 3. 53 How do we get more members to join? How do we convince them to join? How do we overcome objections?

Sponsoring New Members (cont) Potential Member Scenario 1. 2. 3. 4. 54 11/17 Recognize Member Type Pick up on Motivational Incentives Observe Them in Action Show a Vested Interest in Them

Be a Piece of the Solution! 1: Got Goals? 2: Committee Concern! 3: Growth Gone Bad… 4: Financial Frenzy! 5: Communication Chaos! 55 11/17 We KNOW You Can Do It!

Lead by Example! Strive for Excellence In: • • Provide for the Needs of Senior Members (Moosehaven) • 11/17 Provide a Family Environment and Education (Mooseheart) • 56 Fraternal Program and Community Service Promote Membership Growth

5 Pieces to the Solution Districts Board of Officers Moose International Members / Volunteers State & Provincial Associations 57 11/17 Committees & Chairmen Moose International Territory Managers

Course Summary u Recognize how Moose leaders work together to fulfill the Moose International mission. u Identify the roles and responsibilities of Lodge Officers & Committee Chairmen. u Recognize how committees enhance Lodge operations. u Strategize on new ways to increase membership. 58 11/17

You Make the Call… 59 11/17