Scottish Rite Data Base Roadmap for Membership Development

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Scottish Rite Data BaseRoadmap forMembership
Development
Presented by Curtis Edic, 33 and Dean Alban,
32 KCCH
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Whats A Database???

• Remember the Valley file room?
• Member packet files
• Member card files
• 33 files
• KCCH files
• Degree Director/Actor files
• Line Officer files
• Committees files
• Top-line signer files
• ??? files

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Some file rooms overflowed!
Dont forget the card files!
Full file cabinets
We can find anything you need!
Or maybe not!
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What do we do today?
To Computer in a database program
Move Files? God Forbid!
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Whats the advantage?

• Enter data (names, addresses, telephone s,
  email) ONCE!
• Attach name to different groups
• Keep track
• Honors
• Activities Reunions, events, lodge attendance
• Birthdates
• Dues/donation payments
• Other Masonic affiliations

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Our Purpose Today?
To discuss online available Valley services and
accounting in order to develop a comprehensive,
Council-wide information management design system
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Answering the Three ?s

• Why make a change?
• How can a database help Your Valleys Membership
  Development?
• Where are we now?

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Supreme Council has recently moved records from
card files to computer chip
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1- Why Supreme Council Made Changes

• Moved from an outside service to in-house data
  management
• Saved per year
• Improved data quality
• Improved efficiency
• Change Advantages
• Easy conversion of existing data to new system
• Easy to train personnel

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Comprehensive, Online, and Council-wide

• Improve quality of service
• Reduce total costs
• Provide valuable online services

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Improve Quality of Service

• Reduce membership accounting errors
• Maintain single data repository
• Reduce the time required to update information
• Allow Valleys to maintain selected parts of their
  membership data

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Reduce Total Costs

• Economies of scale
• Single database management system
• Reduce data entry and maintenance costs
• Improved quality lowers cost of bad data

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Economies of Scale

• Leverage with vendors (hardware and software)
• Lower training costs (one program for all)
• Fewer products to buy

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Single Database Systemallows

• Consistency throughout all Valleys
• Lower system development requirements
• Lower system maintenance requirements
• Sharing of best practices is easy

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How can a database help Membership Development in
your Valley?
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Valleys Today

• Inconsistent approach to data management from
  valley to valley
• Potential quality problems with the data
• Little or no relational integrity
• Supreme Council improved data quality during the
  conversion process

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Steps to the Future for Valley Membership

• Develop goals and objectives
• Review data of last 5 years
• Membership changes
• Economic changes
• Community changes
• Project data for next 5 years
• Build a roadmap for the future
• Decide where you Valley is going

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Steps to the Future

• 3. Develop a Valley database to track
• Social programs
• Fundraising projects/rentals
• Community awareness
• Membership development programs/dinners
• New ritual participation

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Steps to the Future

• 4. Develop database requirements list
• Features
• Easy access to member profile
• Telephone numbers
• Addresses
• Email
• Initiation Dates
• Profession/Hobbies
• Community activities
• Lodge/Degree participation
• Birthdates
• Masonic affiliations
• Lodge/Event attendance records

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Where should you want to go?What do you need in
your membership development?

• Target information
• NPD list
• Non-Scottish Rite Master Mason list
• Non-Mason list
• 50, 25 10 year member list
• Donor history list
• Dues history list

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Where are we now? What services can Supreme
Council provide to a Valley?
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Online Services

• Allow Valleys to maintain selected data
• Conduct online meetings
• Reliable searchable archives

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Supreme Council Steps to the Future

• Functions
• Mass email
• Online meetings
• Services to be available
• Supreme Council Web Server
• Masonic Choice products and services

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What do you want?
What would you add to your database? How could
the Supreme Council help you target Membership
Development? Whats your Valleys Membership
Development Wish List?
Suggestion? Email us - cedic_at_scottishriteomaha.or
g DAlban_at_srmason-sj.org