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					                   _______________________Lodge No.____



                                 Toronto East District



                         Long Range Planning Road Map

                                     For 2011 – 2014


Introduction

Long Range Planning can help lodges in the District develop a vision for their on-going future
success. The following roadmap or worksheet provides the lodge with a tool to assist in
developing the vision and establishing the key goals toward its fulfillment.

It is a great enabling resource for developing the long range plan, and can be enhanced or
modified as deemed necessary. It helps provide a framework and gives structure to the
process.

The Road Map resource can be easily adapted for use in a variety of ways. For example, it may
be used to stimulate and guide discussion in an open forum, say at an emergent meeting, or by
smaller groups. These may include the Long Range Planning committee or a group of Past
Masters.

Facilitators should become familiar with this resource and prepare an agenda before conducting
a long range planning meeting. The agenda should allot the majority of time to the second and
third steps of the process, which focus on the future, and less time to the current state of the
lodge.

When conducting the long range planning process, keep the following tips in mind:

   1. Include a wide variety of perspectives and consider all ideas, both from within and
      outside of the lodge.
   2. Involve past, current, and incoming Masters, SWs, JWs (could be key players in a 3-year
      plan), Officers and members (including the newly initiated, FCs and MMs).
   3. Select an unbiased facilitator to run the Long Range planning meetings. Consider using
      a brother on the LRP District Committee.
   4. Reflect on how your lodge’s goals align with those of Toronto East District and even the
      Grand Lodge’s Strategic Plan.

Process

A Long Range Plan can be developed by working through the process below. You can use the
following road map to help you record your ideas.
                         Long Range Planning Road Map

1. Where are we now?

Describe your lodge’s current state in terms of membership, dues structure, education program,
visitation initiative, B2B, F2F, community outreach, etc.




Brainstorm your lodge’s strengths and weaknesses. Complete a skills resource inventory of
your membership if not already available.
2. Where do we want to be in 3 years time?

Create a list of 5-10 established standards that you would like to see in your lodge three years
from now.




Draft a one-sentence vision statement describing your lodge three years from now.
A vision statement is the most important accomplishment and gives a time-frame to accomplish
it. It must be clear, lack ambiguity and have realistic aspirations. It answers the question
“Where do we want to go”.




Finalize the vision statement, making sure that all members support it.
3. How do we get there?

Brainstorm three-year goals that will help your lodge achieve the vision, considering:
– Strengths and weaknesses of the lodge
– Programs and supported charities of the District and GL
– Involvement of the members
– All goals should be achievable and measurable



                                     Three-year goals

In order to achieve the three-year goals, annual goals or sub-goals also should be determined.

Note: There is no limit to the number of three-year or annual goals for your long range plan.


Three-year Goal No.1
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


Annual sub-goal(s) to get us there: Who’s responsible, what resources are needed etc.

●

●

●




Three-year Goal No. 2
____________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Annual sub-goal(s) to get us there: Who’s responsible, what resources are needed etc.

●

●

●
Three-year Goal No. 3

____________________________________________________________________________
____________________________________________________________________________
___________________________________________________________________________


Annual sub-goal(s): Who’s responsible, what resources are needed etc.

●

●

●



Next, prioritize the three-year goals based on consensus.
As a group, decide on the top two or three sub-goals that will have the greatest impact as your
lodge works toward the vision. You may wish to think of these as critical achievements for the
lodge.



4. Make sure that we stay on track

Have the responsible parties report on progress on an on-going basis. This may be in-lodge
reports or by means of periodic printed progress reports in the summons. It is very important
that progress be communicated regularly to the members to ensure that the set goals don’t fall
through the cracks.

Ensure that the long range planning team is on-hand to both evaluate progress and offer
support at all times of difficulty in achieving success. Problems can be nipped in the bud if
regular monitoring of progress is undertaken.

Ensure that at all times sufficient resources are available for the plan’s successful
implementation.

Evaluate all on-going decisions to make sure they support the plan.

Review the plan annually, including the vision statement, three-year goals, and annual goals,
and revise as needed.

Repeat the full planning process every three years.

				
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