1. Lodge Leadership Training – Part 1*
07/16/96
Lodge Leadership Training – Part 1
Lodge Operations Overview
All of us need to become life-long learners, because the world around us is constantly changing. It is been said that knowledge - the sum of all things about which humankind has information - doubling every 18 to 24 months. It is no longer possible to know everything about anything., so we have to target our learning. But, not learning, continuously, is not an option.
Our fraternity must become a continuously learning, continuously improving organization. It can only do that if we, each individual becomes a learning organism, continuously adding to the total body of knowledge in our Order.

2. *
07/16/96
Welcome
Introductions
Logistics 2

3. *
07/16/96
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*
07/16/96
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*
07/16/96
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*
07/16/96
Mission of Moose International
Fraternal & Community Service
Our Children
Our Seniors
Our Members 6

7. Fraternalism, Communities, & Children*
07/16/96
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*
07/16/96
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*
07/16/96
‘Fraternal’ Definitions
According to…
General Laws ensure IRC compliance!
Webster’s Dictionary
Brotherhood
The IRS
501c(8) Internal Revenue Code Exemption
Lodge System and Lodge Operations Requirements 9

10. What has your Lodge done to support the Moose International mission?*
07/16/96
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. *
07/16/96
5 Pieces to the Solution 11

12. You, & Your Lodge Heart and Foundation of the Organization*
07/16/96
You, & Your Lodge
Heart and Foundation of the Organization
Effective Lodge Leaders Maintain Ongoing Communication:
Officers
Committees
Members / Volunteers
Fraternal Leader Attributes
Community, Committee, & Member Interaction 12

13. Your Territory Manager*
07/16/96
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 Compliance With Moose International
Shares Mid-Year & Convention feedback
Territory Manager 13

14. Moose International Headquarters*
07/16/96
Moose International
Headquarters
Develop Programs to Support Mooseheart, Moosehaven; Provide Guidance and Support for the Organization
Moose
International
Set Financial & Membership Goals
Review General Laws
Official Communications, Int’l Convention, Approve/Recommend Conference Agendas 14

15. Your Association Promote, Support, and Coordinate MI Programs*
07/16/96
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
State & Provincial Associations 15

16. Your District Promote Association Programs*
07/16/96
Your District
Promote Association Programs
District
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. Resource Recognition Your Lodge wants to… How Can Your Resources Help?*
07/16/96
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
District
Territory Manager
Association 17

18. Lesson 2 – Lodge Structure*
07/16/96
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

19. Board of Officers – Purpose*
07/16/96
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*
07/16/96
Fraternal and Business Responsibilities
Lodge Board of Officers
Fraternal
Operations
Business
Operations
Community
Service
Managing
Accounts
Membership
Records
Committees
Membership Growth and Retention
Expenses
and Income 20

21. ‘Business Operations’ Responsibilities*
07/16/96
‘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 Voting Officers Non-Voting Officers Elective:*
07/16/96
Board Composition
Voting Officers
Non-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*
07/16/96
Common Responsibilities
Prepare to Serve
Attend Meetings
Serve on House Committee
Stay Informed 23

24. More About Common Responsibilities*
07/16/96
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*
07/16/96
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. There’s no right or wrong ideas in this part of the training!*
07/16/96
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. Governor Duties – President (1-Year Term)*
07/16/96
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
Validate your guesses!
General Laws (Chapter 35)
Example for Exercise: Supports the Mission by ensuring the Lodge remains in Good Standing. 27

28. Jr. Governor Duties – VP (1-Year Term)*
07/16/96
Jr. Governor Duties – VP (1-Year Term)
Acting Governor if Vacancy Exists
Serves on House Committee
Helps count votes (not ballots)
Validate your guesses!
General Laws (Chapter 37) 28

29. Prelate Duties (1-Year Term)*
07/16/96
Prelate Duties (1-Year Term)
Visit Sick, Disabled, and Distressed
Presides in Absence of Governor and Jr. Governor
Serves on Audit Committee; Member of House Committee
Validate your guesses!
General Laws (Chapter 39) 29

30. Jr. Past Governor Duties*
07/16/96
Jr. Past Governor Duties
Complete Preceding Year Projects
Chairs Moose of the Year Selection Committee
Assist Administrator & Governor
Validate your guesses!
General Laws (Chapter 34) 30

31. Treasurer Duties Custodian of All Securities*
07/16/96
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)
Validate your guesses!
General Laws (Chapter 38) 31

32. (3) Trustee Duties* Elected for 3-year Term
07/16/96
(3) Trustee Duties*
Elected for 3-year Term
Inventory Furniture, Fixtures & Other Property
Reviews bills; recommends payment
Note: Jr. Governor and Prelate share these duties if the Board has only (1)Trustee
Validate your guesses!
General Laws (Chapter 40) 32

33. Administrator Duties – Secretary*
07/16/96
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
Validate your guesses!
General Laws (Chapter 36) 33

34. Appointed Officer Duties*
07/16/96
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
Validate your guesses!
General Laws (Chapter 41) 34

35. What ARE the General Laws?*
07/16/96
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. *
07/16/96
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

37. Committee Overview Purpose About Committee Chairmen*
07/16/96
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*
07/16/96
‘Standing’ Committees
Moose Charities
Auditing
Membership
Application Review
Heart of the Community
Loss Prevention
Communications
Government Relations
Activities
Moose Legion
Ritual
And usually the House Committee… 38

39. Sub-Committees and Other Activity Groups, too!*
07/16/96
‘Special’ Committees
Nominating
Election
Historical
Moose of the Year
Sub-Committees and Other Activity Groups, too! 39

40. Committee Chairmen’s Responsibilities*
07/16/96
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*
07/16/96
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*
07/16/96
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*
07/16/96
Specific Committee Chairmen Duties
Recruit Enthusiasm
Carry Out Plans
Report Regularly
Celebrate Success
Conduct Member Interest Surveys
Set Goals
Develop Plans
Scope Fundraising Expenses / Budget
Obtain Approval From Board 43

44. Committee Chairmen Notes*
07/16/96
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. 10 Steps to a Successful Event*
07/16/96
10 Steps to a Successful Event
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) 45

46. COMMITtee? Or No COMMITtee?*
07/16/96
COMMITtee? Or No COMMITtee?
It’s TRUE; it’s FALSE; or it’s back to your resources! 46

47. Lesson 4 – Lodge Members/Volunteers*
07/16/96
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*
07/16/96
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. Let's give it a try! Member Types (cont) Observe Personalities*
07/16/96
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*
07/16/96
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

51. 1st Impressions What do people think of our: Quality of Service*
07/16/96
1st Impressions
What do people think of our:
Quality of Service
Quality of Product
Members / Volunteers
Board of Officers
Committees & Chairmen
Friendliness
Feeling of Belonging
Lodge Cleanliness
Lodge Atmosphere
Convenience
Price 51

52. Making an Even Better Impression*
07/16/96
Making an Even Better Impression
Recognize Member Type
Recognize Member Motivation
Survey for Member Impression
What's Your Plan?
…for an even better impression? 52

53. Sponsoring New Members*
07/16/96
Sponsoring New Members
How do we get more members to join? How do we convince them to join?
How do we approach potential members?
How do we overcome objections? 53

54. Sponsoring New Members (cont)*
07/16/96
Sponsoring New Members (cont)
Potential Member Scenario
Recognize Member Type
Pick up on Motivational Incentives
Observe Them in Action
Show a Vested Interest in Them 54

55. Be a Piece of the Solution!*
07/16/96
Be a Piece of the Solution!
1: Got Goals?
2: Committee Concern!
3: Growth Gone Bad…
4: Financial Frenzy!
5: Communication Chaos!
We KNOW You Can Do It! 55

56. Lead by Example! Strive for Excellence In:*
07/16/96
Lead by Example!
Strive for Excellence In:
Fraternal Program and Community Service
Provide a Family Environment and Education (Mooseheart)
Provide for the Needs of Senior Members (Moosehaven)
Promote Membership Growth 56

57. 5 Pieces to the Solution 57 Moose Districts International*
07/16/96
5 Pieces to the Solution
Districts
Moose
International
Board of Officers
State & Provincial Associations
Members / Volunteers
Moose International Territory Managers
Committees & Chairmen 57

58. *
07/16/96
Course Summary
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. 58

59. *
07/16/96
You Make the Call… 59