Admittedly, this is optimized to my York Rite Bodies, but I believe there is value to be gleaned by any York organization as I’ve cobbled it together from many other York organizations.

You can see this as an operational checklist at

York Rite Battle Plan



  1. Fulfill The Promise of additional Masonic Knowledge Through Education and Training
  2. Establish a Local Bodies Relations Strategy
  3. Provide a framework for effective leadership to ensure the stability and long-term success of the Fraternity
  4. Provide a financial process to ensure the stability and long-term success of the Fraternity

Objective 1

Fulfill The Promise of additional Masonic Knowledge Through Education and Training.

  1. Establish Knowledge Standards for all members (Companion Adept of the Temple Program)
    1. Basic degree order and understanding
      1. tell the story of each degree 1. less than 50 words
    2. Signs, Grips, Words
    3. Customs and Traditions
      1. local
      2. State
      3. National
      4. International
    4. Uniforms and Dress
      1. Establish a published dress code, ensure ease of access and reduce barriers of entry to obtaining dress requirments
    5. Ritual Proficiency
      1. Each member gets a full set of ritual
      2. Ritual Proficiency Program
        1. Individual Level 1 :: Protocols and Customs
          1. Grips & Words for all degrees
          2. Due Guards and Signs for all business operations
            1. Includes living triange
        2. Individual Level 2 :: Be able to do all parts, of any two of the follow Degrees from Memory
          1. Mark Master
          2. Past Master
          3. Most Excellent Master
          4. Royal Arch
          5. Royal Master
          6. Select Master
          7. Order of the Red Cross
          8. Order of the Temple
          9. Mediterrian Pass
  2. Establish Resources for continued learning from basic to advanced
    1. Degrees
    2. Handbooks
    3. Webinars
    4. Podcasts
    5. Papers
    6. Travelling Lecturers
    7. Educational at each stated meeting
    8. Library
      1. Personal
      2. Body
  3. Establish training programs providing on-going knowledge and skill development
    1. Training sessions for New Members
    2. UMLA Integration
    3. Modern leadership theory

Objective 2

Blue Lodge Relationship

  1. Establish a blue lodge relations strategy
    1. are you geographically situated with a growing and vibrant blue lodge community 1. if not move
    2. Build awareness of the RIte
      1. Utilize Mark Lodge
      2. Monthly Meetups open to Master Masons
      3. Festive Boards open to all Masons
      4. Wearing of special regalia to blue lodge (pins, rings, other subtle indicators)
    3. Communicate your Message (you have one right?)
    4. Recruitment
      1. Encourage the idea of advancement in the York Rite leadership corps as an alternative to the Lodge.
      2. Completion of the Master’s story; de-emphasize Commandery, focus on Chapter, it is closest parallel experience to the Lodge and thus to most shared – build on shared experience.
      3. Ease of access to petition
      4. Cross generational appeal
  2. Utilize well known members to accomplish this objective

Objective 3

Provide a framework for effective leadership to ensure the stability and long-term success of the Rite and the Craft

  1. Review entire organizational structure of the York Rite and evaluate its efficacy and effeciency as a platform for provide stability and long term success.
    1. Review bylaws and compare to successful nonprofits: where are we archaic, what policies prevent success? Be critical; keep an eye for cost effectiveness, increased transparency, and modernity in administration.
    2. Divide responsibilities, but towards a common success (no more isolation of bodies, sink or swim as a whole)
    3. Develop goals and production standards that be measured and reported on monthly
      1. Set target number of new members for each body 1. balance with loss/retention metrics
      2. Identify and understand primary source of loss 1. eliminate/mitigate it.
      3. Retention strategy; what is the retention goal (in years), how many people must you add, to keel the long tail results effective (5% growth over five years)
      4. Aggressive pursuit of Life membership program, aggressively encourage life membership participation
      5. Dues collection: reduce cost, increase timeliness, and embrace multiple forms of payment options, except cash – eliminate cash wherever possible.
        1. Incentivize pre-payment (2.5% / month of pre-payment up to 3 months).
  2. Establish formal and required training for all levels of all organizations
  3. Establish Standard Expectations of each position and provide training and skills development necessary to successfully hold a position
    1. Officer’s Manual
    2. Hands of Degree development regardless of position
    3. Monthly officers meeting of executive offices, reporting on progress towards annual operational goals
    4. All committees headed by a current appointed officer who must report monthly on goals and activities. Add experienced individuals and subject matter experts to work under committee heads to provide guidance and feedback; task committee heads to achieve operational success within their committee. This tests and builds character and leadership experience for the East;
  4. Implement the Master of York Program
    1. Achieve a Basic, Major, or Rigorous certification year after year
    2. Master of York Program

Objective 4

Provide a financial process to ensure stability and long-term success

  1. Create an organization that has strong and progressive financial planning (short and long term) capabilities.
    1. Build an endowment where 80% of annual interest covers 115% of annual operating expenses.
      1. Fund raisers applied to endowment, not operational expenses.
        1. Shoot for the moon.
    2. Life membership program for all bodies (not just commandery)
    3. Implement appropriate changes to the structure and policies that result in a strong and modern internal accounting and financial controls to ensure adequete protection of the organizations’ assets and ensure transparency to the membership.
      1. Electronic and automated controls encouraged.
    4. Provide monthly treasurers report in written format
    5. Implement a prudent, but progressive, investment policy, for all invested funds, which is built upon responsible investment theory and, which will optimize investment return in the long term