Lodge Leadership Training – Part 1

1. Lodge Leadership Training – Part 1 LodgeOperations Overview

2. Welcome • Introductions • Logistics 2

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

4. Agenda • Lesson 1: The Moose Organization • Lesson 2: Lodge Structure • Lesson 3: Lodge Committees • Lesson 4: Lodge Members/Volunteers 4

5. 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

6. Mission of Moose International Fraternal & CommunityService Our Children Our Seniors Our Members 6

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

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

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

10. Mission Exercise What has your Lodge done to support the Moose International mission? • Fraternalism and Community Service • Mooseheart • Moosehaven • Membership Growth What? Why? and How? 10

11. 5 Pieces to the Solution 11

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

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

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

15. State &Provincial Associations Your Association • Promote, Support, and Coordinate MI Programs • Adopt Policy to Ensure Lodge 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 15

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

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

18. Lesson 2 – Lodge Structure ObjectivesPurpose of the Lodge Board of Officers Voting vs. Non-Voting Officers Common Responsibilities for All Officers Individual Officer Responsibilities 18

19. Board of Officers – Purpose • Must Incorporate Per State/Province Law • Lodge 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) 19

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

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

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

23. Common Responsibilities • Prepare to Serve • Attend Meetings • Serve on House Committee • Stay Informed 23

24. More About Common Responsibilities • Prepare to Serve • Don’t Interpret the General Laws • Attend Meetings • Regularly • Hear Reports • Vote on Activities and Expenditures 24

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

26. 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

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

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

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

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

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

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

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

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

35. 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

36. Lesson 3 – Committees ObjectivesRecognize how committees help Lodges operate more efficiently Primary role of standing committees Special committee assignment and role Committee Chairmen responsibilities 36

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

38. ‘Standing’ Committees • Moose Charities • Financial Rev • Membership • Application Review • Heart of the Community • Loss Prevention • Communications • Government Relations • Activities • Moose Legion • Ritual And usually the House Committee… 38

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

40. Committee Chairmen’s Responsibilities • Committee of ‘1’ Is NOT a Committee! • Recruit Members • Some Committees Have Rules; Check General Laws 40

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

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

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

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

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

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

47. 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

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

49. Member Types (cont) • Observe Personalities • Observe Values and Interests • Guess at What Drives People Let's give it a try! 49

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