2011 ev - Anno IVxix

U.S. GRAND LODGE STRATEGIC PLAN - Anno IVxix

The plan consists of five main initiatives, derived from the Vision Statement. The strategic plan guides us toward achieving our vision, in support of our mission, and in conformity with our values.

Each initiative has objectives, which are supported by one or more goals. Objectives may be ongoing, but goals represent particular milestones in the accomplishment of the objective. Each goal (what) has a strategy (how), responsibility (who), and estimated timeframe (when). The timeframe may extend beyond this year; the plan will be reviewed each year to measure progress and updated as necessary.

This version of the plan is an update of the original strategic plan, which was adopted in Anno IVxv.

Notes on review terminology used herein: "Continuing" means that a strategy item or goal was not completed in the previous review period. "Ongoing" refers to a continuing procedure that has been established but has not yet resulted in completion of the goal. "Renewed" means that a goal has been extended by addition of a new strategy item.

U.S.G.L. Strategic Initiatives

Promulgate Thelema and Great Principles of the Order

(We envision OTO USA as a model religious and fraternal order of occult initiates, and a leading proponent of Thelemic thought and culture within the United States.)

Objective: Fully implement Liber 194 to the extent possible and practicable

Goal : Establish at least one Profess House ~~within the next decade~~ by 2020 e.v. (Liber 194: preamble)
- Strategy: Form a committee to develop standards and strategies for Profess House development
  - Responsibility: Executive Council
  - Timeframe: Spring 2008 ev
  - Status: Committee formed and operating.
- GOAL STATUS: Deemed impractical in original timeframe due to global economic situation, revised accordingly.
Goal: Fill both IXth Degree Revolutionary positions (Liber 194: 25-26)
- Strategy: Publish a notice in Agapé to encourage eligible IXths to volunteer
  - Responsibility: Electoral College President
  - Timeframe: Ongoing beginning November 2006 ev
  - Status: Notices commenced. Ongoing--to be published at least annually until goal completed.
- GOAL STATUS: Ongoing.
Goal: Retain four members of the Man of Earth to represent the feelings of the general body (Liber 194: 5)
- Strategy: Establish a YahooGroup to facilitate communications between Grand Master and representatives
  - Responsibility: Grand Master
  - Timeframe: Completed January 2007 ev
  - Status: Completed.
- Strategy: Publish a notice in Agapé to explain the position and encourage volunteers
  - Responsibility: Grand Master
  - Timeframe: May 2007 ev
  - Status: Completed.
- Strategy: Develop and implement a method for MoE selection of delegates.
  - Responsibility: Grand Master
  - Timeframe: May 2013 e.v.
  - Status: New.
- GOAL STATUS: Renewed.
Goal: Implement meditative retreats for Electoral College members (Liber 194: 14)
- Strategy: Mandate that Electoral College members absent themselves from all but absolutely necessary OTO participation and communication for 3 months every 2 years
  - Responsibility: Grand Master, Electoral College President
  - Timeframe: Phase in beginning 2008 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Implement Vow of Poverty option for Electoral College, Supreme Grand Council, and Grand Treasurer General (Liber 194: 30-31, 33-34)
- Strategy: Research relevant U.S. law on religious poverty
  - Responsibility: Grand Treasurer General, Finance Committee
  - Timeframe: Spring 2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.

Objective: Implement Liber 101 to the extent possible and practicable

Goal: Regularly communicate ways that members can contribute to the welfare of the Order through donations (Duties, Fourth House & Eighth House)
- Strategy: Create a listing of contribution channels such as endowments, bequests, publication fund, cars for cash, etc., post on website, and publish regularly in Agapé
  - Responsibility: Treasurer General, Webmaster
  - Timeframe: Spring Equinox 2012 ev
  - Status: New.
- GOAL STATUS: New.
Goal: Support local production and distribution of high-quality printed materials. (Duties, Third House)
- Strategy: Establish and maintain a library of digital files to be printed by local bodies.
  - Responsibility: Public Information Officer
  - Timeframe: Spring Equinox 2012 ev
  - Status: New.
- Strategy: Establish a printing fund, and solicit contributions to this fund, which would be used to subsidize printing of Thelemic materials at local bodies.
  - Responsibility: Treasurer General & Finance Committee
  - Timeframe: Spring Equinox 2013 ev
  - Status: New.
- GOAL STATUS: New
Goal: Encourage development of infrastructure for collective support of Order parents and their children (Duties, Fifth House & Tenth House)
- Strategy: Establish a standing committee to explore and develop this function.
  - Responsibility: Executive Council
  - Timeframe: Summer Solstice 2013 ev
  - Status: New
- Strategy: Solicit from the membership Thelemic materials and activities suitable for children and their families, to be collected as a resource for local bodies.
  - Responsibility: Youth and Family Committee (see above)
  - Timeframe: Autumn Equinox 2013 ev
  - Status: New.
- Strategy: Provide a directed forum for local body officers to consider strategies and tactics for addressing the needs and concerns of Order parents and their children.
  - Responsibility: Kaaba Committee
  - Timeframe: Autumn Equinox 2013 ev
  - Status: New.
- GOAL STATUS: New
Goal: Develop opt-in directory of members, listing their professions, trades, and skills (Duties, Third House & Sixth House)
- Strategy: Explore various methods of implementing such a directory and make recommendations.
  - Responsibility: U.S.G.L. Webmaster
  - Timeframe: Spring Equinox 2012 ev
  - Status: New.
- GOAL STATUS: New

Objective: Increase exposure of OTO and Thelema in alternative and mainstream press

Goal: Publish NOTOCON proceedings
- Strategy: Appoint an editor or editorial team
  - Responsibility: NOTOCON Committee
  - Timeframe: September 2007 ev
  - Status: Completed. Policy established to publish Proceedings for each future NOTOCON.
- GOAL STATUS: Completed.
Goal: Publish a "best-of" anthology drawn from local body publications
- Strategy: Recruit an editor or editorial team
  - Responsibility: Volunteer Coordinator (with approval of Executive Council)
  - Timeframe: Autumn 2007 ev
  - Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Encourage and coordinate publication of articles, interviews, reviews, etc.
- Strategy: Form a committee to develop this function
  - Responsibility: Executive Council
  - Timeframe: Autumn 2007 ev
  - status: Public Relations Committee formed and operating.
- GOAL STATUS: Established as Standard Operating Procedure (SOP).

Objective: Support Thelemic speakers, authors, artists, musicians, filmmakers, etc.

Goal: Enlist talent within the Order to help promote O.T.O. and Thelemic culture
- Strategy: Use Education Committee's list of available speakers/teachers to recruit presenters for more public or specially targeted venues
  - Responsibility: Education Committee, Public Information Officer
  - Timeframe: Spring 2008 ev
  - Status: Procedure established.
- GOAL STATUS: Established as SOP.

Develop and Strengthen Local Operations

(We will maintain a physical presence near every major population center in the country, from which we will offer services in support of our mission to our members and to the public.)

Objective: Establish new local bodies in needed areas

Goal: Begin development of study groups and camps-in-formation in areas with initiates but no local bodies
- Strategy: Provide a report to the Electoral College on the geographic distribution of membership
  - Responsibility: Grand Treasurer General
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- Strategy: Clarify the camp-in-formation program and promote it within the membership
  - Responsibility: Electoral College
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- Strategy: Contact senior and high-degree initiates in identified areas and offer encouragement, mentoring, etc.
  - Responsibility: Electoral College
  - Timeframe: Autumn 2007 ev
  - Status: Procedure Established.
- GOAL STATUS: Established as SOP.
Goal: Begin development of membership in areas with no local OTO initiates
- Strategy: On the basis of geographic membership report, ~~prioritize~~ create a prioritized list of unserved metropolitan areas
  - Responsibility: Electoral College
  - Timeframe: Autumn 2007 ev
  - Status: Revised. New timeframe: Spring 2013 e.v.
- Strategy: Appoint USGL development teams to do Minerval and First Degree initiations in unserved areas
  - Responsibility: Grand Master
  - Timeframe: Autumn 2007 ev
  - Status: Discontinued. Not practical--local members required. Instead, will call upon initiators who have indicated a willingness to travel.
- Strategy: Notify initiators that they should contact the GSG if they are willing to travel to initiate.
- Strategy: Stage targeted speak/teaching engagements in currently unrepresented metropolitan areas.
  - Responsibility: Public Information Officer, Education Committee
  - Timeframe: TBD by development teams
  - Status: New.
- GOAL STATUS: Continuing.

Objective: Support growth of existing local bodies

Goal: Encourage local bodies to develop their own strategic plans
- Strategy: Publish an article in Agapé on local body strategic planning
  - Responsibility: ~~Strategic Planning Committee~~ Joseph Thiebes
  - Timeframe: Autumn 2007 ev
  - Status: Continuing under new responsibility. New timeframe: September 1, 2011 e.v.
- Strategy: Develop a Kaaba module on local body strategic planning
  - Responsibility: Kaaba Committee
  - Timeframe: Spring 2008 ev
  - Status: Completed.
- GOAL STATUS: Continuing.
Goal: Increase expertise and proficiency of local officers
- Strategy: Provide instruction via Kaaba Colloquia
  - Responsibility: Kaaba Committee
  - Timeframe: Ongoing
  - Status: Ongoing.
- GOAL STATUS: Ongoing.
Goal: Improve Mentor Program
- Strategy: Increase pool of mentors by directly (i.e. personally) recruiting immediate past masters
  - Responsibility: Electoral College Mentor Secretary
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Promote local body membership
- Strategy: Revise initiation application forms to ask for local body membership
  - Responsibility: Grand Master, Grand Secretary General
  - Timeframe: Completed March 2007 ev
  - Status: Completed.
- Strategy: Revise online dues payment system to ask for local body membership
  - Responsibility: Grand Treasurer General
  - Timeframe: Completed March 2007 ev
  - Status: Completed.
- Strategy: Collect and report local body membership statistics to Executive Council annually
  - Responsibility: Grand Treasurer General, Initiation Secretary, Electoral College
  - Timeframe: Ongoing beginning April 2007 ev
  - Status: Established as SOP.
- Strategy: Educate local body officers regarding use of local body membership incentives
  - Responsibility: Kaaba Committee
  - Timeframe: Autumn 2007 ev
  - Status: Completed.
- GOAL STATUS: Established as SOP.
Goal: Encourage support of Man of Earth bodies by Lover and Hermit Triad membership
- Strategy: Publish an article in The Pelican to encourage such support
  - Responsibility: Grand Master (or his delegate)
  - Timeframe: Autumn-Winter 2007 ev
  - Status: Continuing. New timeframe Spring 2013 e.v.
  - Strategy: Publish annual reminders in Agapé and/or Grand Master's blog.
- GOAL STATUS: Established as SOP.

Objective: Support acquisition and maintenance of dedicated space for Lodges

Goal: Assist local bodies to build and maintain funding levels required to support dedicated space
- Strategy: Solicit funding strategies from Lodges successfully maintaining dedicated space and make these available to local bodies
  - Responsibility: Kaaba Committee
  - Timeframe: Ongoing beginning Autumn 2007 ev
  - Status: Established as SOP.
- GOAL STATUS: Established as SOP.
Goal: Establish at least one Order-owned local body facility within the next decade
- Strategy: Develop due diligence template for local bodies for evaluating costs vs. benefits of property ownership
  - Responsibility: Grand Treasurer General, Treasurer General
  - Timeframe: Autumn 2007 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- Strategy: Investigate alternatives for property acquisition: e.g. financing, investment, partnership, donation, bequest
  - Responsibility: Grand Treasurer General, Treasurer General
  - Timeframe: Spring 2008 ev
  - Status: Partially completed, ongoing.
- GOAL STATUS: Continuing.

Objective: Support development of Rose Croix Chapters

Goal: Evaluate current state of Chapter development
- Strategy: Implement annual reporting of activities by Chapters
  - Responsibility: Supreme Grand Council
  - Timeframe: Spring 2008 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Increase membership and participation in Chapters by current R+C members
- Strategy: Promote regular meetings (at least annual) to maintain activity
  - Responsibility: Supreme Grand Council
  - Timeframe: Autumn 2007 ev
  - Status: Established as SOP.
- GOAL STATUS: Established as SOP.
Goal: Model and communicate successful Chapter strategies
- Strategy: Solicit articles from Chapters for The Pelican
  - Responsibility: Pelican Editors
  - Timeframe: Spring 2008 ev going forward
  - Status: Continuing. New deadline TBD.
- GOAL STATUS: Continuing.

Objective: Support development of Mystic Temples

Goal: Expand geographic distribution of Mystic Temple facilities
- Strategy: Establish an additional Mystic Temple facility on the East Coast
  - Responsibility: Grand Master
  - Timeframe: Autumn 2007 ev
  - Status: Completed.
- Strategy: Establish an additional Mystic Temple facility in the South or Southwest
  - Responsibility: Grand Master
  - Timeframe: May 2014 e.v.
  - Status: New.
- GOAL STATUS: Renewed.

Improve Effectiveness of Grand Lodge Programs

(We will uphold the highest standards of excellence and effectiveness in the practice and dissemination of our religious, spiritual, magical, and ethical teachings.)

Objective: Improve initiation standards

Goal: Improve proficiency of initiation officers
- Strategy: Appoint initiator training program coordinator
  - Responsibility: Grand Master
  - Timeframe: Summer 2007 ev
  - Status: Completed
- Strategy: Implement requirements for memorization of degrees
  - Responsibility: Grand Master
  - Timeframe: Advance by one degree per year, beginning with Ist Degree in January 2008 ev
  - Status: Completed
- Strategy: Encourage attendance at initiator training sessions by already-chartered initiators and other local team members
  - Responsibility: Grand Master
  - Timeframe: Summer 2007 ev
  - Status: Completed
- Strategy: Form a committee to create sample training materials and supplemental resources for initiation officer training workshops
  - Responsibility: Executive Council
  - Timeframe: Autumn 2007 ev
  - Status: Completed
- Strategy: Create materials for the elective use of SGIGs & CITs based on the content of USGL Advanced Initiator Training (AIT) Sessions
  - Status: New.
- Strategy: Communicate new policy and procedure to Chartered Initiators via a required, announcement only email list.
  - Responsibility: GSG
  - Timeframe: Autumn 2011 ev
  - Status: New
- GOAL STATUS: Renewed

Objective: Improve ecclesiastical standards

Goal: Implement training program for all clergy
- Strategy: Form a committee to develop a training program
  - Responsibility: Executive Council
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- Strategy: Develop training program
  - Responsibility: EGC Training Committee
  - Timeframe: May 2014 e.v.
  - Status: New.
- GOAL STATUS: Renewed.
Goal: Encourage Bishops to teach in their local areas and in areas where they have supervised clergy
- Strategy: Require Bishops to report their educational/training activities to Primate semi-annually
  - Responsibility: Primate
  - Timeframe: Spring 2008 ev
  - Status: Completed.
- Strategy: Circulate clergy training program to Bishops
  - Responsibility: EGC Training Committee
  - Timeframe: September 2014 e.v.
  - Status: New.
- GOAL STATUS: Renewed.

Objective: Improve educational standards

Goal: Provide educational resources for local body use
- Strategy: Create and maintain a list of expert presenters
  - Responsibility: Education Committee
  - Timeframe: Ongoing, beginning February 2007 ev
  - Status: List Created, Maintenance established as SOP.
- Strategy: Create ready-to-use curricula and class plans
  - Responsibility: Education Committee
  - Timeframe: Ongoing, beginning February 2007 ev
  - Status: Partially completed, ongoing.
- GOAL STATUS: Ongoing.

Objective: Increase use and usefulness of Grand Lodge library

Goal: Develop online library catalog
- Strategy: Specify and implement catalog storage format usable by librarian and a webmaster-supplied web display application
  - Responsibility: Librarian, Webmaster
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Implement library lending program
- Strategy: Allow physical circulation of books by mail
  - Responsibility: Librarian
  - Timeframe: Completed Spring 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Develop agenda for accessions
- Strategy: Compare existing holdings to USGL Study Guides and to OTO Curriculum in Book Four
  - Responsibility: Librarian
  - Timeframe: Spring 2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Provide electronic access to key public-domain texts
- Strategy: Coordinate online file storage with online catalog
  - Responsibility: Webmaster, Librarian
  - Timeframe: Ongoing, beginning Spring 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.

Objective: Improve communications between Grand Lodge and the membership

Goal: Facilitate communication between the Electoral College and local body leadership
- Strategy: Create new online discussion forum for local body officers and Electoral College members
  - Responsibility: Electoral College President
  - Timeframe: Completed March 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Increase member knowledge of Grand Lodge activities
- Strategy: Publish USGL Annual Report
  - Responsibility: Executive Council and governing bodies
  - Timeframe: Annually beginning April 2007 ev
  - Status: Established as SOP.
- GOAL STATUS: Established as SOP.
Goal: Ensure local body access to SGIGs
- Strategy: Individual bodymaster mentors should make sure that current bodymasters each have the ability to directly contact at least one SGIG in event of emergency
  - Responsibility: Electoral College Mentor Secretary
  - Timeframe: Summer 2007 ev
  - Status: Unknown.
- GOAL STATUS: Unkown.
Goal: Increase understanding of the role of second triad members in comprising "Grand Lodge"
- Strategy: Convocation of the Agapé Senate per se, with individual invitations
  - Responsibility: Grand Master, Grand Secretary General
  - Timeframe: Summer 2008 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Increase ease of finding specific articles in Agapé
- Strategy: Build a complete hypertext Table of Contents with a listing of all articles in every issue, along with links to the issues.
  - Responsibility: Joseph Thiebes
  - Timeframe: January 1, 2012 ev
  - Status: New.
- GOAL STATUS: New

Objective: Improve communications within Grand Lodge government

Goal: Establish comprehensive internet security policy
- Strategy: Consult with IT Guild members, Executive, and membership at large, along with recommended standard practices from industry. From these sources, synthesize both rules and recommendations for GL officers and local bodies.
  - Responsibility: Webmaster
  - Timeframe: Autumn 2007 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Improve Annual Report Form preparation and submission process
- Strategy: Design and develop a new secure online Annual Report Form submission capability (including the ability to save entries completed and in progress)
  - Responsibility: Webmaster, Electoral College
  - Timeframe: Winter 2007-2008 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Streamline initiation reporting
- Strategy: Create a single form for reporting initiations to both Grand Treasurer General and Initiation Secretary
  - Responsibility: Grand Treasurer General, Initiation Secretary
  - Timeframe: Completed February 2007 ev
  - Status: Completed.
- Strategy: Design and develop a secure online initiation reporting capability
  - Responsibility: Webmaster, Grand Treasurer General, Initiation Secretary
  - Timeframe: Summer 2008 ev
  - Status: Continuing. New time frame: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Develop secure Grand Lodge file sharing system
- Strategy: Determine requirements and propose design and development path if needed
  - Responsibility: Webmaster
  - Timeframe: Summer 2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.

Objective: Improve Grand Lodge financial stability and growth

Goal: Establish multi-year projected budgets
- Strategy: Develop budget document based on past years' income and expenses
  - Responsibility: Grand Treasurer General
  - Timeframe: Ongoing beginning Summer 2007 ev
  - Status: Established as SOP.
- GOAL STATUS: Established as SOP.
Goal: Establish investment policy
- Strategy: Develop investment policy document
  - Responsibility: Finance Committee, Grand Treasurer General
  - Timeframe: Autumn 2007 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Encourage bequests from members
- Strategy: Publish an article in Agapé on Estate Planning
  - Responsibility: Grand Treasurer General
  - Timeframe: November 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Implement independent audit of USGL books
- Strategy: Select and retain outside auditing firm
  - Responsibility: Grand Treasurer General
  - Timeframe: Spring 2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.

Objective: Strategic planning

Goal: Review and revise strategic plan annually
- Strategy: Appoint a Review Committee (include a mix of previous and new members)
  - Responsibility: Executive Council
  - Timeframe: By January 1, annually
  - Status: Established as SOP..
- Strategy: Review and revise plan
  - Responsibility: Review Committee
  - Timeframe: By February 15, annually
  - Status: Established as SOP.
- Strategy: Communicate pertinent revisions to officers and leadership
  - Responsibility: Supreme Grand Council, Electoral College
  - Timeframe: By March 20, annually
  - Status: Ongoing.
- Strategy: Communicate pertinent revisions to membership via Agapé, Pelican
  - Responsibility: Editors
  - Timeframe: First issue published in any Thelemic year
  - Status: Ongoing.
- GOAL STATUS: Ongoing.

Build a Stronger Fraternal Community

(We will espouse and defend the principle of individual liberty while cultivating strong fraternal bonds within our ranks.)

Objective: Increase effectiveness of conflict resolution

Goal: Increase involvement of Chapters in mediating disputes
- Strategy: Communicate directly with Chapters to emphasize their role in dispute resolution
  - Responsibility: Grand Master
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- Strategy: Establish geographic jurisdictions for Chapters
  - Responsibility: Supreme Grand Council
  - Timeframe: Summer 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Provide formal mediation training for local body masters and Chapter members
- Strategy: Form a committee to research options and make recommendations
  - Responsibility: Executive Council
  - Timeframe: Summer 2007 ev
  - Status: Committee formed and operating.
- Strategy: Complete mediation modules and circulate
  - Responsibility: Mediation Committee
  - Timeframe: Winter 2011 ev
  - Status: New.
- GOAL STATUS: Renewed.
Goal: Evaluate conflict resolution efforts through centralized statistical tracking
- Strategy: Develop a form to implement anonymous reporting of conflict resolution problems and outcomes to the Supreme Grand Council
  - Responsibility: Supreme Grand Council
  - Timeframe: Summer 2007 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.

Objective: Encourage and strengthen fraternal bonds

Goal: Clearly communicate and model expectations of fraternal behavior
- Strategy: Review and, if appropriate, strengthen relevant portions of Kaaba Colloquium curriculum
  - Responsibility: Kaaba Committee
  - Timeframe: Summer 2007 ev
  - Status: Established as SOP.
- Strategy: Add Initiator Ethics component to USGL Advanced Initiator Training (AIT) Sessions.
  - Responsibility: Initiator Training Coordinator
  - Timeframe: Summer 2011 ev
  - Status: Completed.
- Strategy: Develop, post, and enforce standards of conduct for all official Grand Lodge online venues (and encourage their adoption by official local body online venues)
  - Responsibility: Grand Master, Webmaster
  - Timeframe: Winter 2007-2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.
Goal: Clarify actions which constitute "abuse of membership privileges" and "actions greatly prejudicial to the Order"
- Strategy: Submit revised list of punishable charges to Areopagus for approval
  - Responsibility: Grand Master
  - Timeframe: Completed Spring 2007 ev
  - Status: Completed.
- GOAL STATUS: Completed.
Goal: Increase member participation in NOTOCON and other conferences
- Strategy: Develop a "sponsorship" program to fund travel expenses for members who cannot afford to attend
  - Responsibility: NOTOCON Committee
  - Timeframe: Summer 2008 ev
  - Status: Discontinued, not practical.
- GOAL STATUS: Discontinued.
Goal: Encourage and facilitate mutual aid among members
- Strategy: Provide local bodies with instructions on how they can legally take up collections for distressed brethren
  - Responsibility: Treasurer General
  - Timeframe: November 2007 ev
  - Status: Continuing. New timeframe: Spring 2012 e.v.
- GOAL STATUS: Continuing.

Develop Constructive Relationships

(We will foster harmonious and constructive relationships with the academic, business, civil, and greater social communities within which we operate.)

Objective: Establish dialogue with academic community

Goal: Represent O.T.O. positively and provide accurate information to academic researchers
- Strategy: Enlist members who are in the academic community (professors, researchers, graduate students) to liasion with academics studying occultism, Thelema, and OTO
  - Responsibility: Executive Council, Education Committee
  - Timeframe: Summer 2008 ev
  - Status: Established as SOP.
- GOAL STATUS: Established as SOP.

Objective: Establish relationship with broader charitable community

Goal: Take advantage of benefits available to 501(c)(3) organizations
- Strategy: Research and identify organizations, programs, grants, etc. in which Grand Lodge may be able to participate
  - Responsibility: Finance Committee, Grand Treasurer General
  - Timeframe: Autumn 2008 ev
  - Status: Continuing. New timeframe: Spring 2013 e.v.
- GOAL STATUS: Continuing.

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