wichita chapter #5 rose croix plan

Wichita Chapter #5 Rose Croix Plan 2019

April 25, 2019

Plan for Wichita Chapter #5 Rose Croix Years 2019-2021

General .......................................................................................................................................................................3

Overall Structure and WSR General Plan ...............................................................................................................3

Planning for the Future ..........................................................................................................................................3

WSR Plan Coordination, VMAP Oversight and Membership Retention Team .......................................................3

WSR 5-year Plan Vision ...........................................................................................................................................4

WSR and Wichita Chapter #5 Rose Croix Vision Statements .....................................................................................4

Wichita Chapter #5 Rose Croix 3-year Plan for 2019 .................................................................................................6

General ...................................................................................................................................................................6

Wichita Chapter #5 Rose Croix Goals .....................................................................................................................6

Rose Croix General Planning Responsibilities ........................................................................................................6

Wichita Chapter #5 Rose Croix 2019 Actions .........................................................................................................7

Wise Master Action Plan for 2019 ......................................................................................................................7

Senior Warden and Calling Team Actions ......................................................................................................7

Junior Warden and Newsletter Team Actions ................................................................................................9

Orator and Community Outreach Committee 2019 Actions ..........................................................................9

Expert and Feast Committee 2019 Actions ....................................................................................................9

Assistant Expert and Masonic Education Committee 2019 Actions ..............................................................9

Senior Warden 2020 Planning ......................................................................................................................... 10

2020 Plan Directives and Guidance to the Senior Warden ......................................................................... 10

Junior Warden’s 2021 Planning ....................................................................................................................... 11

2021 Plan Directives and Guidance to the Junior Warden .......................................................................... 11

Orator 2022 Planning ...................................................................................................................................... 12

COORDINATION ............................................................................................................................................... 12

Elmo Lodge of Perfection 2019 Planning Guidance .................................................................................... 12

Wichita Council Knights of Kadosh #5 Planning Guidance .......................................................................... 12

Wichita Consistory #2 Planning Guidance ................................................................................................... 12

Membership Retention Team Guidance ..................................................................................................... 12


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WSR Plans Coordinator Guidance ............................................................................................................... 12

Reporting ................................................................................................................................................................. 12

Annex A – Challenge, Background, Planning Guidance and References. ................................................................ 14

WSR Challenge ..................................................................................................................................................... 14

Wichita Chapter #5 Rose Croix Challenge ........................................................................................................... 14

Background .......................................................................................................................................................... 14

General Planning Guidance ................................................................................................................................. 14

Annex B - Historic Plan Development Information ................................................................................................. 16

Annex C – 2019 VMAP Tasks to Wichita Chapter #5 Rose Croix Plan Tasks Correlation ........................................ 17

Annex D – Initial Contact Record ............................................................................................................................. 19


April 25, 2019

General For those with a military background, this plan is effective for execution upon the e-mail distribution to all

Wichita Scottish Rite members.

Overall Structure and WSR General Plan This plan affects all WSR members. The organization chart identifies all bodies, permanent committees and

long-term WSR committees. Key responsibilities and events are listed as (key responsibilities) and {events}.

Planning for the Future The Primary Officer of each body will write and coordinate a three-year plan to be executed during his year in

office. The plan will be distributed to all members of WSR at Installation each year. Failure to publish a plan

may lead to loss of office.

The Senior and Junior Wardens of Wichita Rose Croix will write, publish and coordinate their three-year draft

plans to be executed when they presumably become Wise Master. The plans will be distributed to all members

of WSR at Installation each year. Failure to publish a plan may lead to loss of office.

Plans will be based on office position, not on individual desires. If plans are based on a person being in a

position for one year, the plan cannot continue more than one year and the overall plan will fail. Plans and

actions are the function of the Office, not the Office Holder who is responsible by his Initiation Oath to execute

them. This is consistent with all of our Masonic installation charges.

All body Primary Leaders will report the status of their committees at each stated meeting. They may introduce

Committee and Team Leaders to provide details of their efforts and status. The annual report will be submitted

at the WSR Annual Meeting for inclusion in the WSR records.

WSR Plan Coordination, VMAP Oversight and Membership Retention Team The WSR Planning Team is the Personal Representative (PR), Executive Secretary and WSR Plan Manager. They

will write, coordinate and manage the WSR Plan and supervise the Body Plans. By December 2019 they will

develop this plan into a 5-year strategy which will be updated annually each December. They are responsible to:

Write, coordinate and distribute the plan.

Coordinate and support development of body plans.

Coordinate and support changes to the WSR Plan and body plans.

Lead and manage the execution of the WSR Plan.

Supervise the execution of the body plans, directing changes as required.

In January of each year the WRS Planning Team will review the new VMAP recommendations, ensure

the WSR Plan meets or exceeds the VMAP recommendations, and adjust the WSC Annual Plan as

needed to support of the WSC VMAP efforts. During October of each year, the WSR Planning Team will

review the current Annual VMAP and complete the VMAP Report. The PR will provide the report and his

guidance for the next year to the groups and committees he oversees. The Planning Coordinator will

provide the report and his guidance to the officers expected to occupy the body positions in the coming

year so they can complete their planning efforts for the coming year.


April 25, 2019

The Membership Retention Team (MRT) is the PR (Team Leader) and the three senior officers of the four

bodies. This team will focus the Membership Engagement and Retention efforts, keeping in mind that these are

the responsibilities of ALL leaders.

WSR 5-year Plan Vision The long-term plan for WSR is to move from building-centric efforts to Valley-centric efforts. For 2019-2021 this

means putting our leadership and organizations in a position to succeed by establishing and building their

success in 1-, 2- and 3-year plans which meet immediate goals and establish growth. In 2022 WSC plans to

expand our area of effort to include communities throughout our Valley area. In 2023 WSC plans to expand our

area of cooperation and coordination to all Masonic and Masonic-associated organizations within the Valley

area.

WSR and Wichita Chapter #5 Rose Croix Vision Statements The Wichita Scottish Rite (WSR) provides a structure for our members to study, learn, teach, and act upon the

philosophies and lessons of the AASR in the Valley of Wichita. These actions reinvigorate the membership by

providing a structure for involvement, actively developing leadership skills, and answering the expectations of

the WSR to our members and our community.

The officers of WSR build ‘value’ in our body so members will be actively engaged, mentally and physically,

leading to the fulfillment of our creed to educate men and provide charity to the community. By ‘value’ we

provide leadership, knowledge and services by effectively and efficiently focusing our members’ time and talent

in the fulfillment of our creed.

Wichita Chapter #5 Rose Croix provides the key function of internal communications, the primary internal

service of Masonic Education to WSC members, and the primary external service of initiating a charity effort.

The Internal Communications Committee ensures that:

Information about WSR plans, events and policies are transmitted accurately to all WSR members.

Timely feedback from WSR members is available to WSR leadership.

Contact information is current and accurate for all WSR members.

WSR members and their families are comfortable with the fact that WSR is concerned for their welfare.

WSR candidates are familiar with requirements and time of reunions.

The Masonic Education Committee ensures that accurate Masonic knowledge, programs and information are

available to all WSC members.


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Executive Secretary Personal Representative

SGIG

Trustees

Director of the Work

Almoner

Honors Men

History and Library Committee

Knights of St. Andrew {Zombee Shoot}

Chain Gang

Tours Committee

Master Craftsman Committee

Wichita Council Knights of Kadosh #5 (Candidate Director(s), Reunion Management, Degree and Paraphernalia) {Feast of Kadosh}

Wichita Chapter Rose Croix #5 [Internal Communication, Masonic Education, Emergency Kits – 2019 ONLY] {Feast of Remembrance and Renewal}

Wise Master (Plan Execution)(Internal Communication Committee Chairman)

Senior Warden (2nd Year Plan)(Calling Team Lead)

Junior Warden (3rd Year Plan)(Newsletter Team Lead)

Orator (4th Year Plan)(Feast of Remembrance and Renewal Committee Chairman, 2019 Emergency Kit Committee Chairman*)

Expert (Assist SW)

Assistant Expert (Masonic Education , Assist JW*)

* - Changes in 2020 plan

Elmo Lodge of Perfection #9 (Recruitment and Lodge Outreach, Community Outreach and Philanthropy) {Feast of Tishri}

We MUST remember that ALL members of WSR are members of the Elmo Lodge of Perfection #9,

Wichita Chapter Rose Croix #5, Wichita Council Knights of Kadosh #5, and Wichita Consistory #2.

JROTC Committee

WSR Plan Manager (Manager WSR Plan)

Wichita Consistory #2 (External Communication and Virtual Meeting) {Feast of the Consistory}


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Wichita Chapter #5 Rose Croix 3-year Plan for 2019

General The bodies of WSR are assigned broad functions based on their philosophical lessons from the degrees. These functions, by their nature, are inter-related. Internal Communications, a key function of the Rose Croix, is critical to each of these missions being accomplished. The WSR functional areas are:

• Elmo Lodge of Perfection #9 - Recruitment and Lodge Outreach, Community Outreach and Philanthropy.

• Wichita Chapter Rose Croix #5 - Internal Communication, Masonic Education. (An initial community fund raising and community outreach function will be transferred to Elmo Lodge of Perfection #9 in 2020.)

• Wichita Council Knights of Kadosh #5 - Candidate Director(s) Management, Reunion Management, and Degree and Paraphernalia Management.

• Wichita Consistory #2 - External Communication and Virtual Meetings.

Officers will confirm that the tasks assigned in Annex C – 2019 VMAP Tasks to Wichita Chapter #5 Rose Croix

Plan Correlation are integrated into their plans.

The Chaplain, Secretary and Tiler may be committee members but they will not have specific leadership

functions. They have key roles and responsibilities across the WSR bodies.

Wichita Chapter #5 Rose Croix Goals As our primary Consistory service we will provide contact with all of our members each month, at least

telephonically, and support the Secretary through an active Communications Calling Team. The primary internal

service we will provide to our members is a more active, educational meeting. The primary external service we

will provide is giving Emergency Kits to Wichita Fire and Police forces with the funds raised through the various

events to be developed. Our Social service to the Consistory will be the Feast of Remembrance and Renewal. If

our efforts are of ‘value’ to our members they will be active. If our efforts are cohesively and effectively led by

the officer line then the efforts will be more likely to be successful and the officer line will be something to be

proud to be a member of and an asset to the Valley. If our members are active, effective and visible they will

attract new members.

The Rose Croix provides a structure to study, learn, teach, and act upon the philosophies and lessons of the

AASR in the Valley of Wichita by:

• developing and executing an Internal Communication Committee with a “Calling” Team and a

“Newsletter” Team plan to reach 80% of our members in 2019;

• leading Masonic Education discussions in meetings with one presentation in each meeting starting in

June 2019;

• planning for and hosting the annual Feast of Remembrance and Renewal for the Consistory;

• planning and leading efforts to raise funds for Emergency Kits for local police and fire units to provide 2

units in 2019.

Rose Croix General Planning Responsibilities • Venerable Master – Execute the current plan, chair Internal Communications Committee


April 25, 2019

• Senior Warden - write 2020 Plan, lead Calling Team

• Junior Warden – write 2021 Plan, lead Newsletter Team

• Orator - write 2022 Plan, in 2019 lead Emergency Kit Committee, transition this committee to Elmo

Lodge of Perfection in 2020. In 2020 write Feast plan, coordinate and host Feast

• Expert – In 2019 coordinate Feast. In 2020 assist Calling Team effort

• Assistant Expert – write and execute Masonic Education Plan

Wichita Chapter #5 Rose Croix 2019 Actions Wichita Chapter Rose Croix #5 is responsible for functions relating to Internal Communication (with “Calling”

Team and Newsletter Team), Masonic Education, and Fund Raising for Emergency Kits for 2019.

Wise Master Action Plan for 2019

The Wise Master will execute and manage the 2019 Plan to accomplish the tasks assigned in Annex C. At a minimum he will:

Coordinate Internal Communication Committee efforts and information with the Master of Kadosh,

Wichita Consistory and the Virtual Meeting Committee.

Due to the time requirements, the 2019 Calling Team will be initially staffed with the Rose Croix officers.

These officers will recruit their replacements within the Calling Team as soon as possible.

Supervise the planning efforts of the Senior Warden, Junior Warden, Orator, Expert and Assistant

Expert.

Senior Warden and Calling Team Actions

The Calling Team identifies Brothers’ needs, concerns, suggestions and status through direct or telephonic contact. The information exchanged in these contacts:

• Develops and enhances communication between WSR and our Brother members.

• Ensures up-to-date accurate information is getting to the Craft, such as information about upcoming

Reunions and events such as the Zombee-shoot.

• Solicits support (primarily time) for key committees such as the Reunion efforts and Zombee-shoot

Committee.

• Solicits support (primarily time) of all committees.

• Shows our personal caring for our Brothers by identify any needs of our Brothers to include

transportation, family and health needs they wish to share.

• Identifies concerns of our Brothers regarding plans or actions of WSR.

• Increases member activity and attendance in WSR meetings.

• Confirms contact information of WSR Brothers to ensure we can effectively communicate.

• Ensures we are providing value, service and brotherhood to our Brothers.

The Calling Team:

Supports the SGIG and WSR Secretary by 1 June 2019. This is the first priority effort of the SGIG.

Consists of 5 Sections:

The Venerable Master will initially lead the Contact List Coordination Section. There will initially be

three Call Lists:


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Delinquent Dues List – WSC members who are delinquent and face SNPD action. The SGIG has

directed that this is the first priority in this effort. This is expected to be phased out through the

year but to regain importance at the beginning October of each year. This effort will be

coordinated with the Membership Retention Team and coordinated with the Executive

Secretary to ensure current due-related programs are available to members.

General WSR Members List - Confirm and maintain the WSR membership data. This will support

all the other communications activities and ensure updated information is available in our

database.

Candidate List - Establish and maintain positive contact with Candidates so that they are aware

of what they can attend, what is expected of them, what is available to them and coordinate

(with assistance of Director of the Work) attendance at Reunions.

The Senior Warden will initially lead the Data Collection and Dissemination Section. This section

will:

Design and maintain Contact Record formats. See Annex D – Initial Contact Record

Each script will include the Contact Record which will include as a minimum:

Calling Section Member

Contact date and time

Contact Result: ‘Contact Made’, ‘Message Left’, ‘No Contact – wrong number’, No Contact –

Disconnected Number’

Conversation Result: (free form)

Contact Interval Requested: ‘Monthly’, ‘Quarterly’, ‘Semi-annually’

collect data changes (address, phone number, e-mail changes), status changes (health, interest,

family) and comments from callers and provide the information to the Executive Secretary.

Assist Executive Secretary with records update.

Coordinate with the Almoner for identified members’ health and family needs.

The Junior Warden will initially lead the Script Section. This section will develop and maintain at

least three general ‘script’s, one for each calling list. These will be used to guide caller training and

provide call standards. The Section Leader will monitor the calling teams for generally following the

‘scripts’ and for feedback on modifying the scripts. ‘Scripts’ will include feedback information to be

provided to the Research Section and the Data Collection and Dissemination Section. Each script

will include information on our current activities, last meeting minutes, next meeting, and general

committee needs and plans such as Zombee-Shoot and Reunion information.

The Orator will initially lead the Calling Section ‘A-M’. This section will use the active Calling List and

Script to make calls. Results of all calls will be recorded on the Contact Record. If the call resulted in

‘No Contact – wrong number’ the record will be provided to the Research Section. If the call

resulted in ‘Contact Made’ the record will be provided to the Data Collection and Dissemination

Section. If the call results in ‘Message Left’ the caller will retain the Call Record until contact is made

or three messages have been left, at which time it will be forwarded to the Research Team.

Expert initially lead the Calling Section ‘N-Z’ initially. This section will follow the Calling Section ‘A-M’

guidance.


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Assistant Expert will initially lead the Research Section. This section will evaluate ‘No Contact’

reports and reports of demised members. They will provide updated information (obituaries,

correct numbers, corrected addresses, etc.) to the Data Collection and Dissemination Section.

Junior Warden and Newsletter Team Actions

The Junior Warden will lead Newsletter Team no later than August 2019. The Newsletter Team is second priority for 2019. He will create and manage a team to edit an e-mail version newsletter monthly with a limited number of printed copies for pick-up when members sign in at the meetings. The Newsletter Team will:

Provide content to be provided by SGIC, PR, SEC, Education Committee, WSC Primary Body Officers, and

members.

Provide information and calendar for actions of all bodies to the attending members.

Provide information and calendar for all bodies to all members by e-mail.

Orator and Community Outreach Committee 2019 Actions

The Orator chairs, develops, and maintains the Community Outreach Committee. The 2019 focus of the

committee is to identify community needs, such as Emergency Kits for First Responders. Once the needs and

organizations are identified the committee will identify methods of fundraising. Transition this effort to Elmo

Lodge in 2020. See information at https://www.freemasonrytoday.com/more-news/provinces-districts-a-

groups/cost-of-volunteer-emergency-kit-donated-to-community-first-responders.

Expert and Feast Committee 2019 Actions

The Expert chairs, develops and maintains the committee to plan and host a Feast of Remembrance and

Renewal in the Fall of 2019. The committee will assist the WSR Feast of Remembrance and Renewal Team in

2019 and, after the Feast, will prepare an After Action Report. After analysis of the After Action Report the

committee will incorporate the 2019 Team and initiate planning for the 2020 Feast in coordination with the

Senior Warden and Assistant Expert. Integrate the participants of the 2019 Feast of Remembrance and Renewal

into the feast committee.

The Expert will assist the Senior Warden Calling Team efforts.

Assistant Expert and Masonic Education Committee 2019 Actions

The Assistant Expert chairs, develops and maintains the Masonic Education Committee. The Masonic Education Committee will:

Provide current, historic and/or esoteric information during each of our Stated in Meetings in

coordination with the Secretary. Presentations will start no later than June 2019.

Develop and publish a 2020 Masonic Education Plan no later than August 2019.

Plan to integrate the Master Craftsman Committee, Tours Committee, and History and Library

Committee.

Coordinate with the Executive Secretary to coordinate support to TempleLive museum and library

efforts.

Coordinate with the Director of the Work to present all degrees that are conferred at all Reunions.


April 25, 2019

Senior Warden 2020 Planning

The Senior Warden will write and coordinate the Rose Croix 2020 Plan to accomplish the tasks assigned in Annex C. At a minimum the plan will be structured to:

• Coordinate and execute a plan to maintain the Internal Communication Committee with a Calling Team

and Newsletter Team.

o Maintain the Calling Team for WSR to:

o Call five groups – WSR Masons who are delinquent in paying their dues, all WSR Members, WSR

Candidates, widows and sojourners.

o Develop a Reinstatement Prospect List. The VM will coordinate with the Secretary to invite

Reinstatement Prospects to special meetings focusing on the Feast of Remembrance and

Renewal.

o Maintain the Newsletter Team

• Maintain a Masonic Education Committee.

o Develop and publish a 2021 Masonic Education Plan no later than August 2020.

o Evaluate the integration of the ‘Master Craftsman’ Organization to reduce redundancy.

o Identify, maintain, and publish a list of locations and research sources of Masonic Libraries available

for Masonic research. This list will include holdings of the WSR, TempleLive Library, KSLOR, Kansas

Masonic Home, Midwest Historic Masonic Lodge Association, Midwest Historical and Genealogical

Society, and the Wichita Public Library.

• Transition the Fund Raising Committee for Emergency Kits to first responder organizations within the

WSR Valley to Elmo Lodge of Perfection.

• Evaluate realigning the Orator, Expert and Assistant Expert responsibilities.

• Host and conduct the 2020 Feast of Remembrance and Renewal. Plan and coordinate a Feast of

Remembrance and Renewal for 2021.

• The Senior Warden will:

• Write and coordinate the Rose Croix 2021 Plan.

• Chair the Communication Committee

• The Junior Warden will:

• Write and coordinate the Rose Croix 2022 Plan.

• Chair the Masonic Education Committee.

• The Orator will chair the Feast of Remembrance and Renewal Committee.

• The Expert will assist the Senior Warden as the Calling Team Leader.

• The Assistant Expert will assist the Senior Warden as the Newsletter Team Leader.

• Identify when and how coordination with other WSR bodies or officers is required and accomplished.

2020 Plan Directives and Guidance to the Senior Warden

• The newly installed Venerable Master will publish his plan at the Installation.

• The newly installed Senior Warden will publish his proposed plan at the Installation.

• The newly installed Junior Warden will publish his proposed plan draft at the Installation.

• Sustain Calling Team effort of Monthly Call Program to All Members. Contact 85% of WSR members in

2020.


April 25, 2019

• Increase number of members supporting Calling efforts. Replace Rose Croix officers in the Team Leader

Positions.

• Expand the Communication Committee with a Newsletter Team.

• Increase education section in meetings to look at our degrees.

• Publish the first Masonic Research Resources List.

• Support the Master Craftsman Committee.

• Plan and host a Feast of Remembrance and Renewal in 2020.

• Employ the Community Outreach Committee to present resources to First Responders.

• Committees and Teams will at least verbally report at each meeting, however written reports for the

minutes are preferred. Committees and Teams will provide a written report for inclusion in the minutes

of the Annual Meeting.

Junior Warden’s 2021 Planning

The Junior Warden will write and coordinate the Rose Croix 2021 Plan to accomplish the tasks assigned in Annex C. At a minimum the plan will be structured to:

• Coordinate and execute a plan to maintain the Internal Communication Committee.

o Maintain the Calling Team for WSR to:

Call six groups – WSR Masons who are delinquent in paying their dues, all WSR Members, WSR

Candidates, wives, sojourners and members SNPD.

o Maintain the Newsletter Team

• Maintain a Masonic Education Committee.

o Develop and publish a 2022 Masonic Education Plan no later than August 2021.

o Evaluate and, if feasible, integrate and develop for ‘Master Craftsman’ team.

o Evaluate integration of History and Library Committee and Tours Committee to reduce redundancy.

o This committee may, with coordination with the PR and Secretary, work with TempleLive to

maintain their library resources.

• Identify when and how coordination with other WSR bodies or officers is required and accomplished.

• The Senior Warden will:

o Write and coordinate the Rose Croix 2022 Plan.

o Chair the Communication Committee

• The Junior Warden will:

o Write and coordinate the Rose Croix 2023 Plan.

o Chair the Masonic Education Committee.

• The Orator will chair the Feast of Remembrance and Renewal Committee.

• The Expert will assist the Senior Warden as the Calling Team Leader.

• The Assistant Expert will assist the Senior Warden as the Newsletter Team Leader.

2021 Plan Directives and Guidance to the Junior Warden

• The newly installed Venerable Master will publish his plan at the Installation.

• The newly installed Senior Warden will publish his proposed plan at the Installation.

• The newly installed Junior Warden will publish his proposed plan draft at the Installation.

• Sustain the Internal Communications Teams. Contact 90% of WSR members in 2021.


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• Coordinate with the External Communications Committee.

• Sustain Masonic Education in meetings. Integrate the Master Craftsman Committee into the Masonic

Education Team. Focus on Masonic Education for new members such as developing a Recommended

Reading List, developing a Masonic Book Club, and developing a mentorship program.

• Plan and host a Feast of Remembrance and Renewal in 2021.

• Committees and Teams will at least verbally report at each meeting, however written reports for the

minutes are preferred. Committees and Teams will provide a written report for inclusion in the minutes

of the Annual Meeting.

Orator 2022 Planning

The Orator will coordinate with the WSR Plan Coordinator and the Membership Retention Committee to create

an initial draft plan for 2022 by identifying changes in missions and tasks to grow the plan.

COORDINATION

Elmo Lodge of Perfection 2019 Planning Guidance

Elmo Lodge of Perfection is responsible for functions relating to Recruitment and Lodge Outreach, Community

Outreach and Philanthropy. The authors of the Rose Croix plans will be coordinate with their Elmo Lodge

counterparts to ensure information is disseminated to all WSR members in an accurate and timely manner.

Wichita Council Knights of Kadosh #5 Planning Guidance

The Council of Kadosh is responsible for functions relating to Candidate Director(s) Management, Reunion

Management, and Degree and Paraphernalia Management. The authors of the Rose Croix plans will be

coordinate with their Knights of Kadosh counterparts to ensure information is disseminated to all WSR members

in an accurate and timely manner.

Wichita Consistory #2 Planning Guidance

Wichita Consistory #2 is responsible for functions relating to External Communication and Virtual Meetings. The

authors of the Rose Croix plans will be coordinate with their Consistory counterparts to ensure information is

disseminated to all WSR members in an accurate and timely manner.

Membership Retention Team Guidance

The MRT is key to the Calling Team efforts to call delinquent members twice per year. Ensure coordination is

timely.

WSR Plans Coordinator Guidance

Initial draft plans, final plans and changes to plans will be coordinated with the WSR Plans Coordinator. He will

coordinate with the other bodies and elements to adjust their plans accordingly.

Reporting Committees and Teams will at least verbally report at each meeting, however written reports for the minutes

are preferred. Committees and Teams will provide a written report for inclusion in the minutes of the Annual

Meeting.


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Committee and Team Meeting Minutes will be retained for three years so that analysis can be conducted to

adjust future plans.

Signatures:

Mike Snively Daniel G. Anderson Gary Mason Venerable Master Senior Warden Junior Warden Jon McConnell Myron Frick Virgil Johnson Orator Expert Assistant Expert


April 25, 2019

Annex A – Challenge, Background, Planning Guidance and References.

WSR Challenge The goal of this plan is to (in sequence) spark interest, discussion, planning, and action. If you have an emotional

reaction to this plan, either positive or negative, please call the Wise Master – he can use your help!

Wichita Chapter #5 Rose Croix Challenge The primary challenge to Wichita Chapter #5 Rose Croix officers and members in 2019 will be to lead the Wichita

Scottish Rite bodies by example to meet and if possible exceed the WSR challenge. We are the lead body

because without effective Internal Communications other elements of the WSR plan cannot develop. Since we

have several key functions and will be the first WSC body to execute this plan we will be the example to the

other WSC bodies of how, and how not, to plan and execute. We are also the lead body because Renewal is a

key lesson of the Rose Croix, and we are leading the renewal of WSR.

Background The officer structures of the four bodies within the Wichita Scottish Rite have atrophied to the point of being

hollow titles whose members can barely read the opening and closing rituals. There are many reasons and

excuses for this, but that is not the point. The correction of this problem is the sole point. This correction starts

with a plan.

The Wichita Scottish Rite, like all Masonic groups, is a body of learning and action – it is not solely a social

organization. With a plan the Rose Croix will lead the WSR effort as the key internal communications and

Masonic education specialists while having social interaction – and fun! We will activate experienced members,

attract new members and grow.

General Planning Guidance Planning rules and corollaries:

• Rank has is privilege AND ITS RESPONSIBILITIES.

• Not all of any plan will be successful if executed. None of any plan will be successful if not executed.

• A plan is designed to reach a specified outcome. It must be adjusted constantly to reach that outcome.

• Failure to plan is not an option. The failure of a plan, if it is executed, is not a disgrace.

• For the WSR to succeed, all bodies must succeed because there is an inter-relationship of all of our

functions.

• Functions can be delegated. Responsibilities cannot.

• Lack of comment or response may be taken as concurrence.

• Lead, follow or get out of the way – but DO SOMETHING!

• One of the key elements of planning is communicating. Wichita Chapter #5 Rose Croix is critical to the

WSR effort.

• Communications has five steps – transmitting, receiving, understanding, echoing, hearing and

confirming.

• Communications is interactive – it takes two or more active participants.

• Communications requires more ‘listening’ that ‘speaking’.


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• Not all of the plan will be successful, but it is important to start the execution.

• By using a long-term plan, what is not accomplished and still needs to be done can be moved to later

phases. This is a building process, not an ‘all-or-nothing’ effort.

• A perfect plan never executed has ZERO percent chance of success. A 40% plan enthusiastically

executed has a 80% chance of success.


April 25, 2019

Annex B - Historic Plan Development Information Discussions with Br. Hugh Gill, III, SGIG in February and March, 2019

Discussions with Br. Tony Nelzen, 33, Executive Secretary WSR, in February and March, 2019. Review of

WSR and Rose Croix Plans April 2019.

Presentation of WSR and Rose Croix Plans to Elmo Lodge of Perfection, 2 April 2019. No major

discussions or concerns were expressed. Copies of the Draft Plan were sent to all in attendance.

Presentation to Trustees, SGIG and Executive Secretary, 9 April 2019. Unanimous approval was given to

revise presentation Draft Plan into an Action Plan, make changes, publish and execute the plan.

Key WSR Leaders received e-mail copies of the Draft Plan before 2 April. No comment was received:

o Br. Mike Snively

o Br. Michael E. Bennett

o Br. Garry Mason

o Br. Jon McConnell

o Br. Myron Frick

o Br. John Rhodes

External Coordination per SGIG was made by e-mail with Br. Jim Winn, Sec., Salina Scottish Rite. No

comments have been received.

E-mail attachment of WSC Plan sent to Trustees and Executive Secretary for final review and to

coordinate signatures on WSC Plan 19 April 0219.

E-mail attachment of Rose Croix Plan sent to Rose Croix Officers for final review and to coordinate

signatures on Rose Croix Plan >>>>>>>>>>>>>>>.

E-mail attachment of signed WSR Plan and Rose Croix Plan sent to all WSR members >>>>>>>>>>>>>

Jason Gilliand, Chris Collins and _____________ volunteered for History Committee.


April 25, 2019

Annex C – 2019 VMAP Tasks to Wichita Chapter #5 Rose Croix Plan Tasks

Correlation VMAP Element WSR Plan Asset

1. MEMBER RETENTION / ENGAGEMENT

I. Establish a structured Membership Retention Team (MRT) in the Valley. Membership Retention Team

II. METRIC METRIC

III. METRIC METRIC

A. Contact individual members by letter, social media, email, phone, or in person every six (6) months (birthday, anniversary, etc.).

Wichita Chapter Rose Croix #5

B. A list of delinquent members is distributed to the MRT no later than July 1st each year.

Executive Secretary

C. The Valley provides a reporting form or process for each member of the MRT to ensure monthly communication with the office regarding the status of dues-owing members.


D. A list of delinquent members is again distributed to the MRT no later than October 1st.

Executive Secretary

E. Personal calls are made by the MRT during October and November with a reporting mechanism to the Valley to report results and status of delinquent members.


F. Valley Secretary or representatives follows up with personal calls to all delinquent members during the month of December.


G. Conduct an exit survey for departing (e.g. suspended) members. Include information on how to be reinstated in the future with the exit interview.

FUTURE Wichita Chapter Rose Croix #5

H. The Valley sends some form of newsletter at least twice per year. Wichita Chapter Rose Croix #5

P. A list of “lost” members is distributed to the Valley membership for assistance in locating those members.


2. SCOTTISH RITE EDUCATION—MEMBERS

Masonic or other appropriate education programs are presented at or in conjunction with every stated communication of the Valley, and


A. Valley members are individually and currently enrolled in the Master Craftsman: The Symbolic Lodge program.


B. Valley members are individually and currently enrolled in the Master Craftsman: Scottish Rite History and Ritual program.


C. Valley members are individually and currently enrolled in the Master Craftsman: Scottish Rite Philosophy program.


D. The Valley offers and conducts a Master Craftsman group study program for its members.


G. The Valley has an Education Committee that plans, directs, and carries out education programs.


H. The Valley maintains a Library and has a Library Committee that expands its holdings each year.

History and Library Committee

I. Masonic education is presented via papers, essays, speeches, or guided discussions at the Valley’s stated communications.


J. Scottish Rite education programs for members on the themes and Wichita Chapter Rose Croix #5


April 25, 2019

VMAP Element WSR Plan Asset

lessons of the Scottish Rite Degrees are conducted in break-out sessions during Valley Reunions.

K. Valley supports member education to distant members via technology (Skype, Facebook Live, Google Hangouts, etc) with SGIG/Dpty permission.

Wichita Chapter Rose Croix #5 and Wichita Consistory #2

3. MEMBERSHIP RECRUITMENT

I. Personal calls or contacts inviting prospects to join are made by the Valley Membership Team prior to every Reunion.

Elmo Lodge of Perfection #9 and Wichita Chapter Rose Croix #5

4. NEW MEMBER ENGAGEMENT

I. The Valley establishes a policy to maintain regular, targeted communication with new members (beyond dues notices) for a period of three years.


II. All new members have email addresses, mailing addresses, primary phone number, and home Lodge information entered in Sentinel, and

Wichita Council Knights of Kadosh #5 and Wichita Chapter RC #5

7. PHILANTHROPY

The Valley Conducts fundraising programs for Orient or Valley specific charities (i.e. scholarships, RiteCare Scottish Rite Childhood Language Program, etc.)

2019 only = Wichita Chapter Rose Croix #5 Elmo Lodge of Perfection #9

8. PUBLIC IMAGE

K. Valley holds public events, of a Masonic or non-Masonic character, or open houses, tours, etc. to introduce the public to Scottish Rite.

Tours Committee – building tours

10. VALLEY LEADERSHIP & MANAGEMENT

The Presiding Officers of all Valley Bodies officially open their respective Bodies at each Reunion


D. The Valley Officers plan and conduct the statutorily required annual Feast of Remembrance & Renewal.


G. The Valley Officers perform the statutorily required ritual openings as stated in the Statutes for all Valley Bodies.

Four bodies

11. VALLEY ORGANIZATIONS

Valley has 20 or more of the following organizations in place and working

Banquets & Dining Four bodies = feasts

Masonic & Scottish Rite Education Wichita Chapter Rose Croix #5

Esotericists/Esoteric Forum 2021 - Wichita Chapter RC #5

Peer-to-Peer Contact/Mentoring Wichita Chapter Rose Croix #5

Personnel & Records Wichita Chapter Rose Croix #5 and Executive Secretary

Rose Croix Memorial & Remembrance Wichita Chapter Rose Croix #5

Sojourners Contact Group Wichita Chapter Rose Croix #5

Stage & Properties Wichita Council Knts of Kadosh #5

Web/Podcasting Wichita Consistory #2

Widow’s Outreach Wichita Chapter Rose Croix #5, Orator - 2020


April 25, 2019

Annex D – Initial Contact Record [THIS FORM SHOULD BE IN SENT AND STORED IN DIGITAL FORMAT]

Calling Section Member: ___________________________________ (Assigned by Calling Section Leader)

WSC Member: _______________________________________ (Assigned by Calling Section Leader)

WSC Member Phone Numbers: (circle preferred contact number)

• Home

• Cell

• Work

Contact initiation date and time: _______________

Contact Result:

• Contact Made – date and time - _________________________ – forward to Data Collection and

Dissemination Section

• Message Left 1st time – date and time - _________________________

• Message Left 2nd time – date and time - _________________________

• Message Left 3rd time – date and time - _________________________ - forward to Data Collection and

Dissemination Section

• No Contact – wrong number – date and time - _________________________ - forward to Research

Section

• No Contact – Disconnected Number – date and time - _________________________ - forward to

Research Section

• Do Not Call – date and time - _________________________ - forward to Executive Secretary

• Deceased – date and time - _________________________ - forward to Research Section

Conversation Result: (free form - collect data changes such as address, phone number, and e-mail. Collect status

changes such as health, WSC Committee interest, and family. Collect general comments. Continue on back of

form if necessary.) IF THERE IS A NEED FOR MASONIC CHARITY OR A CONTACT FROM THE ALMONER FORWARD

A COPY OF THIS FORM TO HIM FOR ACTION.

Contact Interval Requested (Circle one): ‘Monthly’, ‘Quarterly’, ‘Semi-annually’ – forward to Contact List

Coordination Section

wichita chapter #5 rose croix plan

Documents