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Orientation Tips
• A tour of the lodge- Tell them what takes place in each area of your lodge.
• A how-to session – Bringing in guests, sign up sheets, etc…
• Written copy- Lodge & House rules and customs.
• How to accomplish basic tasks- How to volunteer, who to ask, how to get help.
• Develop- WELKOME packets.
• Request- Email and cell phone If not on the application.
• Birds of a Feather – Give 3 applications and how they earn the GER Award pin.
• Provide -Hours the Lodge is open.
• Chain of Command- Provide them with a written list of Officer contact information.
• Communicate- Copy of the Lodge bulletin, website and social media page.
• Survey- Hand out the new Member survey.
Orientation Enhancements
We launched a new Orientation Video and companion Recruitment Video..."Why
We Join”. Both accessible on DVD, Membership Tool Kit (link) and YouTube.
We launched the new Orientation Survey. Accessible on Membership Tool Kit.
We launched a new virtual leaning experience "My Journey Begins“. Also
accessible on Membership Tool Kit.
We launched the new Grand Exalted Ruler personalized "E-Greeting" (email) to
all new Members within the first 10 days of joining the Elks.
Our Orientation enhancements are in place to help create a new
generation of Members that are more likely to be active in their
Lodges for the betterment of our communities, and more inspired
to recruit friends, family and co-workers into the Order.
Download the Elks' New Member Survey! (PDF Format)
Mentoring-Assimilate Into the Family
• Who- Ideally, this should be the new Member’s sponsor.
• Not able- Assign a trained Member or Officer.
• Introduce- The new Members to others.
• Invite – The new Member to a Lodge event.
• Post Pictures- Of the new Members.
Delinquency Action Plans
Is the Lodge Secretary using the "Gathen 1,2,3" delinquency letters ?
The delinquency letters are named Gathen 1,2,34. We recommend every dues
invoice should include a letter. This will effectively boost payments and get to the
root of why the Members is delinquent. The Lodge Secretary has a busy job....and
many just don't have time to write letters. To this end, we have already done the
work for them. Let them know.....just a few clicks of the mouse and done!
Clms2 PC
Click on sharing tab
Select letters
Type in 1962 in the lodge number box
Letters are named
Gathen 1,2,&3
Put a check mark in those three
Select download
The letters will be downloaded into the mail merge of clms2 PC.
Member name and number: Member Number: Member Type:
Sponsor: [!Detail Proposer At Initiation]
Home phone:
Disconnected/Wrong #: ____ No Answer: ____ Answering Machine: ____ Left Message: ____
Cell Phone:
Disconnected/Wrong #: ____ No Answer: ____ Answering Machine: ____ Left Message: ____
Member Years: 0
The amount of delinquent dues to is $__________________
1. Do you intend to renew your membership Yes ______ No _____
2. If no, reason why
_____ Illness
_____ Dues to high
_____ Not interested in social or lodge activities
_____ No one asked me to participate
_____ Officers to cliquish. Members ignored me.
_____ No longer live in the area. Would you consider transferring to another lodge Yes _____ No
_____
3. Is there anything we can do to change your decision not to renew?
4. Comments or recommendations:
Person Performing Contact:
_______________________________________________________________________
PHONE-A-THON QUESTIONNAIRE
PUBLIC RELATIONS & MARKETING
COMMITTEE INITIATIVES
Indoor branding campaign for
lodges. We provide artwork to
promote the Lodges charitable
impact in the community and grow
membership
PRINTABLE PLACEMATS AND TENT CARDS
Elks.org Membership Toolkit
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]
Membership presentation2018 [autosaved]

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Membership presentation2018 [autosaved]

  • 1.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Orientation Tips • A tour of the lodge- Tell them what takes place in each area of your lodge. • A how-to session – Bringing in guests, sign up sheets, etc… • Written copy- Lodge & House rules and customs. • How to accomplish basic tasks- How to volunteer, who to ask, how to get help. • Develop- WELKOME packets. • Request- Email and cell phone If not on the application. • Birds of a Feather – Give 3 applications and how they earn the GER Award pin. • Provide -Hours the Lodge is open. • Chain of Command- Provide them with a written list of Officer contact information. • Communicate- Copy of the Lodge bulletin, website and social media page. • Survey- Hand out the new Member survey.
  • 7. Orientation Enhancements We launched a new Orientation Video and companion Recruitment Video..."Why We Join”. Both accessible on DVD, Membership Tool Kit (link) and YouTube. We launched the new Orientation Survey. Accessible on Membership Tool Kit. We launched a new virtual leaning experience "My Journey Begins“. Also accessible on Membership Tool Kit. We launched the new Grand Exalted Ruler personalized "E-Greeting" (email) to all new Members within the first 10 days of joining the Elks. Our Orientation enhancements are in place to help create a new generation of Members that are more likely to be active in their Lodges for the betterment of our communities, and more inspired to recruit friends, family and co-workers into the Order.
  • 8.
  • 9. Download the Elks' New Member Survey! (PDF Format)
  • 10.
  • 11.
  • 12. Mentoring-Assimilate Into the Family • Who- Ideally, this should be the new Member’s sponsor. • Not able- Assign a trained Member or Officer. • Introduce- The new Members to others. • Invite – The new Member to a Lodge event. • Post Pictures- Of the new Members.
  • 13. Delinquency Action Plans Is the Lodge Secretary using the "Gathen 1,2,3" delinquency letters ? The delinquency letters are named Gathen 1,2,34. We recommend every dues invoice should include a letter. This will effectively boost payments and get to the root of why the Members is delinquent. The Lodge Secretary has a busy job....and many just don't have time to write letters. To this end, we have already done the work for them. Let them know.....just a few clicks of the mouse and done! Clms2 PC Click on sharing tab Select letters Type in 1962 in the lodge number box Letters are named Gathen 1,2,&3 Put a check mark in those three Select download The letters will be downloaded into the mail merge of clms2 PC.
  • 14. Member name and number: Member Number: Member Type: Sponsor: [!Detail Proposer At Initiation] Home phone: Disconnected/Wrong #: ____ No Answer: ____ Answering Machine: ____ Left Message: ____ Cell Phone: Disconnected/Wrong #: ____ No Answer: ____ Answering Machine: ____ Left Message: ____ Member Years: 0 The amount of delinquent dues to is $__________________ 1. Do you intend to renew your membership Yes ______ No _____ 2. If no, reason why _____ Illness _____ Dues to high _____ Not interested in social or lodge activities _____ No one asked me to participate _____ Officers to cliquish. Members ignored me. _____ No longer live in the area. Would you consider transferring to another lodge Yes _____ No _____ 3. Is there anything we can do to change your decision not to renew? 4. Comments or recommendations: Person Performing Contact: _______________________________________________________________________ PHONE-A-THON QUESTIONNAIRE
  • 15.
  • 16. PUBLIC RELATIONS & MARKETING COMMITTEE INITIATIVES Indoor branding campaign for lodges. We provide artwork to promote the Lodges charitable impact in the community and grow membership
  • 17.
  • 18. PRINTABLE PLACEMATS AND TENT CARDS Elks.org Membership Toolkit