Anno IVxix - Planning

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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.

Contents
1 Promulgate Thelema and Great Principles of the Order
1.1 Objective: Fully implement Liber 194 to the extent possible and practicable
1.2 Objective: Implement Liber 101 to the extent possible and practicable
1.3 Objective: Increase exposure of OTO and Thelema in alternative and mainstream press
1.4 Objective: Support Thelemic speakers, authors, artists, musicians, filmmakers, etc.
2 Develop and Strengthen Local Operations
2.1 Objective: Establish new local bodies in needed areas
2.2 Objective: Support growth of existing local bodies
2.3 Objective: Support acquisition and maintenance of dedicated space for Lodges
2.4 Objective: Support development of Rose Croix Chapters
2.5 Objective: Support development of Mystic Temples
3 Improve Effectiveness of Grand Lodge Programs
3.1 Objective: Improve initiation standards
3.2 Objective: Improve ecclesiastical standards
3.3 Objective: Improve educational standards
3.4 Objective: Increase use and usefulness of Grand Lodge library
3.5 Objective: Improve communications between Grand Lodge and the membership
3.6 Objective: Improve communications within Grand Lodge government
3.7 Objective: Improve Grand Lodge financial stability and growth
3.8 Objective: Strategic planning
4 Build a Stronger Fraternal Community
4.1 Objective: Increase effectiveness of conflict resolution
4.2 Objective: Encourage and strengthen fraternal bonds
5 Develop Constructive Relationships
5.1 Objective: Establish dialogue with academic community
5.2 Objective: Establish relationship with broader charitable community

U.S.G.L. Strategic Initiatives

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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 Agap 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 Agap 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

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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 Agap
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

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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

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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.
Responsibility: GSG
Timeframe: Spring 2013 e.v.
Status: New.
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 Agap 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

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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 Agap and/or Grand Master's
blog.
Responsibility: Grand Master (or his delegate)
Timeframe: Established as SOP.
Status: New.
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

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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

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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
Responsibility: Initiator Training Program Coordinator
Timeframe: Summer 2013 e.v.
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

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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

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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 Agap 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 Agap
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

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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 Agap 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 Agap,
Pelican
Responsibility: Editors
Timeframe: First issue published in any Thelemic year
Status: Ongoing.
GOAL STATUS: Ongoing.

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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

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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.

Comments

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Anno IVxix - Planning

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