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North American Conference of Grand Masters 2013 - Kansas City, MO Technology in Freemasonry Conference of Grand Masters 2013 Mark Menard President, Enable Labs 1 Tuesday, February 19, 13

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Page 1: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Technology in Freemasonry

Conference of Grand Masters 2013

Mark Menard

President, Enable Labs

1Tuesday, February 19, 13

Page 2: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Who is Mark Menard?

Past Master of VanRensselaer Lodge #87, East Greenbush, NY

Past Secretary of VanRensselaer Lodge #87, East Greenbush, NY

Member Grand Lodge of New York Technology Committee 2002 to present

Creator of MORI the Masonic Online Registry System in 2004

Engaged with Grand Lodges for 9 years on IT issues

Responsible for the management of over 300,000 active Masonic member records as President of Enable Labs the providers of MORI

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2Tuesday, February 19, 13

Page 3: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Themes

Communication

Coordination

Data Management

Data Preservation

Social Engagement

Mobile

E-Commerce

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3Tuesday, February 19, 13

Page 4: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Lodge Issues

Improve Communication

Increase and Simplify Coordination

Preserve Lodge Records

Manage Membership Data

Socially Engage the Membership

Collect Dues Quicker and Easier

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4Tuesday, February 19, 13

Page 5: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

What are lodges using?

Communication and Coordination

Email

Websites

Facebook

Twitter

Blogs

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5Tuesday, February 19, 13

Page 6: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

What are lodges using?

Data Preservation

Nothing at worse, generally ad-hoc, the very few are using offsite such as Carbonite

Data Management

Home grown member management systems (Paper, Excel and Access)

Third party stand-alone member management systems

Grand Lodge provided online web-based member management systems

Document Preservation

Ad-hoc document storage (some of it not so good)

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6Tuesday, February 19, 13

Page 7: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

What are lodges using?

Social Engagement

Email

Facebook

Private Forums on Websites

Twitter

Collecting Dues

PayPal

Other third party payment processors

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7Tuesday, February 19, 13

Page 8: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

The Generational Change

New members coming into Freemasonry are conversant with:

Email

Facebook

Twitter

Web Applications

Smartphones

The average age of secretaries in the jurisdictions that use MORI has been dropping steadily since the introduction of the system.

Younger secretaries are tech savvy.

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8Tuesday, February 19, 13

Page 9: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Future Lodge Technologies

Improve communication and social engagement by adding new avenues:

Managed email such as Constant Contact or Contactology

Facebook

SMS text messaging

Private online communities

Move beyond email for coordination

Basecamp - Online project management

Eventbrite - Online event management

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9Tuesday, February 19, 13

Page 10: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Future Lodge Technologies

Preserve documents by scanning them.

SnapScan - Cheap and Easy

Improve dues collection by using online options such as:

PayPal

Square

MORI (4th Quarter 2013)

... and other payment processors

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10Tuesday, February 19, 13

Page 11: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge Communications

Blind CC emails aren’t sufficient anymore.

A printed magazine doesn’t work like it used to.

How do we improve?

Managed email listsFind out bounce ratesUse professional templatesEasy and regular communication

Electronic MagazineWe can’t abandon our older members, but we can repurpose.

California Mason available for iPhone, iPad, Android and Kindle Fire

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11Tuesday, February 19, 13

Page 12: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge Coordination

The Challenge

Your team is all over your state. Some of those states are BIG.

You as a Grand Line Officer have to keep tabs on a LOT of stuff.

Some Ideas:

BasecampSupport To Do Lists, Discussions, Document Storage and more Used by the Ritual Renaissance Committee in NY very

successfully.

Pivotal TrackerGood for projects that are highly task oriented.

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12Tuesday, February 19, 13

Page 13: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Coordinating Member Management

How old is your member management system?

Is it web-based?

Are you running your own server?

Can lodge secretaries and officers; and Grand Lodge staff see the same data?

Does it integrate with the US Postal Service?

Do you still require the submission of forms by either postal or email?

Do you accept submissions from lodges in any form that then need to be processed in some way?

Options: MORI and Bell Systems

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13Tuesday, February 19, 13

Page 14: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge Data Preservation

Do you have a formal backup process?

If you have an older membership management system can you even open the files in a more modern program?

Do you have some form of off-site backup?

File formats are not forever?

Word and Excel are not archival formats.

Does your staff have a file saving convention?

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Page 15: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge Document Preservation

Paper doesn’t last forever.

Everything decays over time, not just physically but organizationally.

It gets harder to find documents over time.

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Page 16: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge Social Engagement

Can you be found on Facebook?

Do you have a formal team managing your Grand Lodge page on Facebook?

If you don’t create the page someone will!

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Page 17: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Grand Lodge E-Commerce

Are you extending credit to lodges for goods? Why?

There are simple online solutions you can use to sell goods.

Shopify

If you have MORI you can sell online securely using our built in store.

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Page 18: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Mobile

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http://blog.nielsen.com/nielsenwire/online_mobile/survey-new-u-s-smartphone-growth-by-age-and-income/

18Tuesday, February 19, 13

Page 19: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Mobile

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http://www.wirefresh.com/making-calls-is-one-of-the-last-things-we-use-smartphones-for-study/

19Tuesday, February 19, 13

Page 20: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Mobile and Freemasonry

The majority of our members under 55 have a smartphone.

The vast majority of our members under 64 are getting a smartphone when they get a new phone.

We need to engage our members on their mobile devices.

Find a Lodge Based on Location

Find Meetings Based on Location

View Lodge, District and Regional Calendars

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Page 21: Conference of Grand Masters Tech Talk 2013

North American Conference of Grand Masters 2013 - Kansas City, MO

Shameless Self Promotion

Over 340,000 active member records under management.

Cloud based

All you need is a web browser

Complete Grand Lodge, Lodge, and Fundraising Support

On and Off Site Backup

Full service phone support for Lodge secretaries, Grand Lodge, Grand Line, Everyone

Complete turn key solution

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[email protected]

518-272-4455

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