Five Year Strategic Plan
Valley of San Antonio
Orient of Texas
This Strategic 5-Year Plan (2008) was developed by the
Advisory Committee of the four San Antonio Scottish Rite Bodies and adopted
by the Advisory and Executive Committees of the San Antonio Scottish
Rite Bodies. The Executive Committee is composed of the presiding officer
of each of the four Scottish Rite Bodies, the Almoner, Treasurer and
Secretary of each of the four Bodies. The Advisory Committee is composed
of the non presiding elected officers of the four Scottish Rite Bodies.
Joint meetings of the Executive and Advisory Committees were held in
March 4 & 25,
2007 with subsequent correspondence activity via email. The Personal
Representative in his capacity as Chairman of both the Executive and
Advisory Committees met with the Committees to begin the strategic planning
process but left the actual planning in the hands of the Advisory Committee
and did not attempt to impose planning upon the committee. The result
is that this 5-Year Strategic Plan is a product of the Advisory Committee
who are the elected representatives of the membership - and should be
the specific officers to lead the implementation of the plan - in the
hope that the membership will join with the committee in buying into
this 5-Year Strategic Plan.
To be the Masonic center of excellence in South Texas; led by motivated,
forward thinking men of Masonic character and to make a positive impact
on the quality of life for its members and society at large by teaching
and practicing traditional moral, ethical, and Masonic values.
To attract, retain and develop Freemasons through proactive leadership,
citizenship, and benevolent programs which ensure that brotherhood is
the peculiar characteristic of Freemasonry; that its principal tenets
are brotherly love, relief and truth, that we are one sacred band or
society of friends and brothers who have but one aim and that is to promote
peace and harmony among ourselves and neighbors.
1. Adopt and Implement and the use of position descriptions for officers.
Each officer has a specific position description which
describes the duties and responsibilities of his office. This “clear-cut” guidance
will enable each officer to focus his actions and accomplish what is
expected of him plus enable him to better prepare for the next office.
2. Create a set of objectives and goals for the various
committees. Goal: 2009
Officers work with committee chairmen
to establish separate charters which define goals and broadly outline
the processes necessary to accomplish the purpose of each committee.
This will identify to each chairman what his committee needs to accomplish
and allow him to implement the specific method by which to attain said
3. Improve effectiveness of officers and committees.
Establish a process to identify and provide
a review of Scottish Rite activities and provide feedback to officers
and committees. Such constructive feedback should harmoniously enhance
the performance of officers and committees.
4. Solicit and encourage all elected officers to attend
all Leadership Conferences and other Supreme Council sponsored
activities. Goal: 2008
All officers are encouraged to
attend Scottish Rite Leadership and Membership conferences. The Valley
should ensure that all officers receive timely notification of Scottish
Rite Leadership and Membership conferences including date, location
and cost information. Registration, transportation, lodging and other
costs will be the responsibility of the individual. This will enable
future presiding officers to have a solid framework upon which to conduct
their year as presiding officer in their respective Body.
5. The Executive Committee shall establish a “Committee
of Leadership Training” within our own Valley. Goal: 2009
developmental training will become available locally, more often, at
less cost and able to reach many additional members. This will enhance
the leadership skills of more members and produce officers who can
more effectively improve our Valley.
6. Continue to conduct joint Executive Committee/Advisory
Committee meetings. Goal: 2008
These joint meetings should
be at least quarterly and in November and December. The Office will
provide timely notice and prepare agenda items.
to utilize and update the Officers Manual for the elected officers of
the four bodies.Goal: 2008
These notebooks will provide
essential information needed by the officers to conduct their work
as leaders of the Valley.
1. Establish Sick Committee whose principal job is to
visit the infirm. Goal: 2008
The Four presiding officers
will appoint the Committee and the committee will report their activity
to the Almoner prior to each Stated Meeting regarding the ill and visitations
2. Use the Membership Committee to contact
dues-arrears members to investigate reasons for non-payment of dues.
The Membership Committee through their communication
with nod dues paying members may be able to determine how certain non
payment trends can be alleviated and provide data for remission of
dues by the Grand Commander.
1. Hold "Rush Party" at least once every year. Goal:
Local Freemasons will be invited to the Scottish Rite
for a special information session with food and entertainment. Invitations
to join the Scottish Rite are currently on a one to one basis.
Venerable Master of the Lodge of Perfection will be delegated the duty
of producing the “Rush Party.” This is in line with the
proposition program as outlined in the Forms & Traditions.
2. Provide assistance to Symbolic Blue Lodges in conferring
the work and in candidate instruction. Goal: 2008
Scottish Rite will secure volunteers for this assistance and offer
this help upon request. Scottish Rite Masons who are well-skilled in
Blue Lodge degree work and candidate instruction will be available
when asked to participate in the program to assist local Lodges with
these items. The Wise Master of the Chapter of Rose Croix,will be tasked
to develop the list of volunteers, secure advertisement and provide
assistance as our ability permits.
for the Creation of a Speakers Bureau to conduct educational programs.
The Commander of the Council of Kadosh will be tasked
to secure volunteers that are skilled in speaking, and knowledgeable
in the history and lore of the Fraternity. Lodges and Community Organizations
will contact the Scottish Rite for programs.
4. Create highly mobile degree teams for the Mandatory
Degrees. Goal: 2008
Organize a “Mobile Strike Force” that can
duplicate members of degree teams, and minimum needed sets and props
in order to confer the mandatory degrees in lodge rooms throughout
the Valley in order to solicit members in distant communities that
otherwise would not come to San Antonio for degree work.
meetings of the Scottish Rite, when permission is given, to hold stated
meetings in the larger communities. Goal: 2010
When permission is secured, the bodies
would meet for a stated meeting on a Saturday in the Valley, Corpus,
Laredo and Kerrville. This would provide an opportunity for the members
in those communities to attend a stated meeting of the bodies at least
once a year.
1. Hold appreciation event for Reunion workers. Goal:
Each year the four bodies will sponsor an annual appreciation
event to thank the many volunteers that help make the Scottish Rite
Organization function. The list would not be limited to the following,
but is to be used as an example: Reunion Committees, Docents, Office
volunteers, and others who donate their time to the Scottish Rite Bodies.
The Venerable Master of Kadosh will be charged with the production
of the event.
2. Continue local Knights of St. Andrew organization. Goal:
The subordinate organization specifically tailored
to 32° and new
members will continue to be encouraged to take part in Scottish Rite
activities. Initiate and continue active involvement of these valuable
Scottish Rite Masonic education/discussion group. Goal: In Place
Continuing Masonic Education (CME) forum for Scottish Rite members
would continue to function and discuss various Masonic topics related
to the degrees, history and philosophy of the degrees. etc.
Create a local Court of Honor, Ducks, Ladies & social auxiliaries.
The Executive Committee in conjunction will establish
and maintain the organizations. These organizations will be used to
increase member activity by providing subordinate organizations tailored
to specific groups and social interests (golf, fishing, theatre, etc.)
5. Set up entertainment/educational
group outings. Goal: 2009
The four presiding officers in conjunction with Chairman
will appoint a Social Director to coordinate such outings. This will
provide an opportunity for members and their families to participate
in group activities with other Scottish Rite Masons, including trips
to the Scottish Rite Hospital in Dallas, theatre performances, sporting
1. Create programs and events that will involve the
Scottish Rite Clubs. Goal: 2009
Secure the assistance of clubs in membership
drives, meetings of the Scottish Rite, providing programs, etc, as
a means to involving the Clubs in the business of the Scottish Rite
2. Officers of the four Bodies
will visit Clubs regularly. Goal: In Place
Continue having the four presiding
and other elected officers visit each Club on a regular basis to encourage
members in outlying areas of the Valley to participate in Scottish
Rite activities. Through these visits, the clubs can let the Valley
know of assistance they need, and the valley can communicate to the
officers and members of the clubs ideas and programs that can be delivered
to the club.
III. COMMUNITY RELATIONS
1. Renew Speakers Bureau activity at Masonic/civic/service
Clubs, Lodges and military bases. Goal: 2009
Advertise to public organizations about programs that
are available as programs, not to be limited to Freemasonry or the
Scottish Rite. Let them know who we are and what we do including some
of our charitable endeavors. Use of the Speakers Bureau would be the
first source for these programs.
2. Increase promotion of our Learning Center throughout
the Valley. Goal: 2008
Promotional material and efforts should be made to
increase awareness of the Learning Center Program.
3. Continue to support public education by utilizing
the ROTC Americanism Award program from the Supreme Council. Goal:
The Venerable Master of Kadosh of the Consistory will
be tasked to provide the Leadership and organization of volunteers
for presentations to the various schools that request the medal for
presentation. The Clubs should be involved and their membership utilized
for the presentations of medals that are out of the San Antonio area.
EQUIPMENT AND REGALIA
1. Evaluate degree requirements for costume and prop
requirements. Goal: 2009
Each of the four presiding officers
will determine, in conjunction with the degree masters, all requirements
for the improvement of the equipment and regalia requirements for the
mandatory degrees, and report the same to the Executive Committee.
They should also verify that proper equipment is available and identify
any additional requirements.
2. Committees to submit budgetary requirements to the
Executive Committee. Goal: 2009
All committees should
provide documentation for expenditures in their area for necessary
upgrades. Committees will identify areas of need in equipment, props,
wardrobe, administration, etc., to be submitted to the Executive Committee
for consideration and possible inclusion in budget expenditures.
Approved by the Executive and Advisory
Committees of the Valley of San Antonio this 27th day of December, 2007.