Part II - CE

* First, Contact the Grand Lodge CE Committee – Usually the Sub-Chair of the CE Region responsible to facilitate your Lodge. An interested Lodge needs to contact the Regional Sub-Chair of the CE Committee and express interest in the program. This request needs to be official, therefore, the WM needs to make contact. Contact information is found in Appendix D (D-4.2 indicates your lodge’s assigned CE Region & D-4.3 provides CE Regional Sub-Chair Contact information – also, you can go to website: www.masonicbuilders.org). CE Committee Regions cover the state of Arizona and their facilitators are trained to help you get started.

NOTE: The Lodge may request that the CE Committee make an initial presentation to the Lodge Leadership and any interested Lodge members. The purpose of this meeting is to clarify the nature of the CE process and answer any questions.

* Second, Assemble the CE Leadership Team. Assemble your Lodge CE Leadership Team. This team should have a designated leader called the Lodge CE Manger. The Lodge CE Manager should be the sitting (as of September CE enrollment) SD or any highly motivated leader even if not in the formal Progressive Line – Be sure to include the SD on this team even if he is NOT the designated CE Manager. Along with the designated Lodge CE Manager add a minimum of four other committed future Lodge leaders (usually they are in the Progressive Line Chairs, but need not be - high motivation is the standard you should use for selection). Try to avoid having more than seven on a team since it soon becomes non-productive or non-inclusive of all members above this level.

NOTE: At the time the CE agreement is signed – September - the sitting WM, SW, and JW are Sponsors and Ex-Officio members of the CE Leadership Team. The reason for this is that the CE program deals with strategic and long term planning and the sitting WM is in currently in the middle of his leadership year while the sitting SW is planning a short-term, tactical, one-year plan for his immediate coming year as Master and the sitting JW will be in a similar position as the sitting SW when 3^rd Level of CE is completed. The WM and SW need to approve and bless the CE process, but it will be the job of the SD, or other Lodge leaders to implement the first results of the CE planning process – produced in May the second year following initiation of CE.

* Third, Your Lodge CE Leadership Team and the current and sitting WM , the sitting Progressive Line & the Secretary will sign a CE Letter of Agreement. This indicates that your Lodge is very serious about beginning the process of planning for an improved future. There are no legal ramifications and one could say that this is entirely symbolic, but it lets everyone involved know that you are serious. All signing parties should be given a copy for their records and you should send the Chair of the Grand Lodge CE Committee a copy.

NOTE: Ideally, a brief CE presentation with questions and answers should be given to the general membership at a Stated Meeting - the decision would be placed before the membership and would be formally entered in the official minutes. Following the vote, a formal signing ideally should take place in open Lodge - A formal signing is symbolically powerful.

* Fourth, the Lodge will be assigned A Grand Lodge CE Committee Facilitator. When the Grand Lodge CE Chair receives both a request from the WM and a signed CE Letter of Agreement, then things begin to roll. First, you will be assigned a CE Facilitator who will establish contact regarding the next steps in the CE process. This person has been trained in the CE process and will be the Lodge's primary trainer during the entire CE process.

Module 2 – Situation Audit/Analysis

* Fifth, CE Situation Audit – Questionnaire and Follow-up Analysis Workshop. The Lodge CE Manager will contact the Grand Lodge CE Committee Facilitator assigned to your Lodge to obtain a copy of the Situation Audit (Lodge Self-Audit Questionnaire) – you can also obtain a copy of the questionnaire from the CE website. This questionnaire is an extensive set of questions that you and your team need to answer about the present condition of your Lodge. This checklist will establish a baseline of data letting you know what condition your Lodge is currently in. All members of the Lodge CE Team should have an individual copy of the completed Situation Audit (See Note below).

A Two Hour Workshop. After the Questionnaire is completed the Lodge CE Manager will contact the assigned Grand Lodge CE Committee Facilitator to schedule an approximate two hour meeting between the entire CE Leadership Team and the CE Facilitator. Two weeks prior to this scheduled meeting, the CE Committee Facilitator must have a copy of the completed Situation Audit in his hands. The purpose of this workshop is for deep Analysis of the Questionnaire results – Does your Lodge have any GAPS that need closing? If so, you will decide to proceed to 2^nd Level CE to close the GAPS.

NOTES: Caveat – your Lodge secretary will be very helpful in supplying information to complete the Situation Audit, but DO NOT simply farm out this task to the Secretary. Nor should the team do a quick one hour and cursory completion of this document. Remember your entire Mission/Vision/Strategy and Tactics will be based on the thoroughness of this document.