0A Table of Contents
c:\Secretary’s How To Guide\(Folder-Tab # & Folder Name)\(Page # & Page Name)
Table of Contents
| TAB Folder | Revised: June 7, 2013 |
| 00 | 00 Cover Spine Table of Contents\ 00 README.doc (Revision updates & additions) (NEW) 0A Table of Contents.doc 0B 3-ring binder Cover Page template.doc 0C 3-ring binder spine template.doc |
| 01 | 01 Foreword Purpose Overview\ 01A Forword.doc 01B Purpose.doc 01C Overview.doc |
| 02 | 02 Secretary’s WM’s SW’s Calendars\ 02A Secretary’s Calendar Overview.doc 02B Secretary’s Calendar.doc 02C WM’s & SW’s Calendar Overview.doc 02D WM’s & SW’s Calendar.doc 02E Worshipful Master-elect Planning Guide.doc |
| 03 | 03 Investigation & Petition Committees\ 03A Petition Committee Suggestions – OVERVIEW.doc 03B Petition Committee Appointment Letter Mail Merge.doc 03C Investigation Committee Suggestions – OVERVIEW.doc 03D Investigation Committee Appointment Letter Mail Merge.doc |
| 04 | 04 Petition for the Three Degrees Progress Checklist & Candidate Invitation Letters\ 04A Secretary’s Candidate Progress Checklists Overview.doc 04B Instructions attached to blank Petitions & Background Waiver forms.doc 04C Pre-E A Degree to BALLOTING on Petition CHECKLIST.doc 04D Candidate Invitation letter OVERVIEW.doc 04E EA Invite Form Letter Merge.doc 04F EA Degree to Proficiency CHECKLIST.doc 04G FC Degree to Proficiency CHECKLIST.doc 04H FC Invite Letter Mail Merge.doc 04I MM Degree to receipt of Membership Certificate CHECKLIST.doc 04J MM Invite Letter Mail Merge.doc 04K Petition Rejection letter.doc |
| 05 | 05 Apron Flap Inserts\ 05A Apron Flap Insert TEMPLATE Master.doc |
| 06 | 06 Degree Team Planning\ 06A Degree Team Sign-up Sheet Overview.doc 06B Degree Team Sign-up Sheet.doc |
| 07 | 07 Affiliation by Transfer from OUTSIDE Florida\ 07A Petition for Affiliation from OUTSIDE Florida OVERVIEW.doc 07B Petition for Affiliation by Transfer of Membership from OUTSIDE Florida CHECKLIST.doc 07C Petition for Affiliation by transfer of membership letter to requester.doc 07D Letter to Grand Secretary Requesting Certificate of Good standing.doc 07E Letter to Investigation Comm Appointment Transfer of Membership.doc 07F Letter to Grand Secretary notifying of election with Petition stub.doc 07G Welcome letter to new member – merge for window envelope.doc |
| 08 | 08 Affiliation by Transfer from Florida Lodge\ 08A Petition for Affiliation from Lodge within Florida OVERVIEW.doc 08B Letter to Requester from Florida Lodge.doc 08C Petition for Affiliation by Transfer within Florida Checklist.doc 08D Transfer Certificate Request fo Florida Lodge Secretary Letter template.doc 08E Letter to Investigation Comm Appointment Transfer of Membership.doc 08F Letter to Florida Grand Secretary notifying of election from within Florida Petition stub.doc 08G Welcome letter to new member – merge for window envelope.doc |
| 09 | 09 Affiliation for Dual Membership\ 09A Petition for Dual Membership OVERVIEW.doc 09B Letter of Instructions to requesting Brother – Petition for Dual Membership.doc 09C Affiliation by Dual Membership checklist.doc 09D Letter to Grand Secretary Requesting Certificate of Good standing for Dual Membership.doc 09E Letter to Investigation Committee Dual Membership Petition.doc 09F Letter to Grand Secretary notifying of election to Dual Membership.doc 09G Welcome letter to new Dual member – merge for window envelope.doc |
| 10 | 10 Affiliation for Plural Membership\ 10A Petition for Plural Membership OVERVIEW.doc 10B Letter of Instructions to requesting Brother – Petition for Plural Membership.doc 10C Affiliation for Plural Membership Checklist.doc 10D Letter to Particular Florida Lodge Secretary Requesting Certificate of Good standing.doc 10E Letter to Investigation Committee Plural Membership Petition.doc 10F Letter to Grand Secretary notifying of election to Plural Membership.doc 10G Welcome letter to new Plural member-merge for window envelope.doc |
| 11 | 11 Affiliation by Dimit from OUTSIDE Florida\ 11A Petition by Dimit from Outside Florida Overview.doc 11B Letter of Instructions to Requesting Brother – Petition for Affiliation by Dimit.doc 11C Petition for Affiliation by Dimit from OUTSIDE Florida CHECKLIST.doc 11D Letter to Grand Secretary Requesting Authenticity of Dimit.doc 11E Letter to Investigation Committee Affiliation by Dimit OUTSIDE Florida.doc 11F Welcome letter to new member – merge for window envelope.doc |
| 12 | 12 Affiliation by Dimit from Florida Lodge\ 12A Petition by Dimit from Florida Lodge overview.doc 12B Letter of instructions to requesting Brother – Petition for Affiliation by Dimit.doc 12C Petition for Affiliation by Dimit from Florida Lodge checklist.doc 12D Letter to Secretary of Florida Lodge requesting Authenticity of Dimit.doc 12E Letter to Investigation Comm Membership Petition by Dimit.doc 12F Letter to Grand Secretary notifying of election with copy of Dimit.doc 12G Welcome letter to new member – merge for window envelope.doc 12-1a Petition for Reinstatement GL605 Letter to Requester.doc (new) 12-1b Petition for Reinstatement GL605 CHECKLIST.xls (new) |
| 13 | 13 Petition Status Tracking\ 13A Petition Status Tracking Summary OVERVIEW.doc 13B Petition Status Tracking Template Spreadsheet.xls |
| 14 | 14 Membership Records 14A Lodge Membership Information overview.doc 14B Getting Started Lodge Membership Spreadsheet.doc 14C Sample Master Membership list Spreadsheet.xls 14D Exhibit of Work overview.doc 14E Exhibit of Work checklist.doc |
| 15 | 15 Financial Duties & Guidelines\ 15 WARNING – READ before opening QuickBooks Sample Lodge 15-1 QuickBooks Sample Lodge (only on CDROM) WARNING: Backup any QuickBooks working file currently being used when you open the working Copy of the QuickBooks application. Opening this Sample Lodge on the CDROM will ERASE the working file currently in the QuickBooks Application. 15A Secretary’s Financial Duties OVERVIEW.doc 15B Secretary’s Financial Duties CHECKLIST.doc 15C Treasurer’s Duties CHECKLIST.doc 15D Financial Responsibilities Secretary Treasurer.doc 15E Sample Chart of Accounts.xls 15F Secretary’s Financial Duties Getting Started.doc 15G-1 Secretary’s Financial Duties QuickBooks Checkbook Data Entry.doc 15G-2 Sample Checkbook Register.doc 15G-3 Secretary’s Report Checklist.doc 15H-1 Creating a QuickBooks Deposit or Expense Report.doc 15H-2 QuickBooks SAMPLE Expense Warrant to Treasurer.pdf 15H-3 QuickBooks SAMPLE Deposit Report to Treasurer.pdf 15H-4 Instructions for Sec Deposit Report to Treasurer.doc 15H-5 Template Secretarys Deposit Report to Treasurer.xls 15I-1 Instructions for Creating Sec Expense Warrant Report to Treasurer.doc 15I-2 Template Secretarys Expense Warrant to Treasurer.xls 15J-1 How to Create the Treasurer’s Report for Stated Communication.doc 15J-2 Treasurers Report Stated Meeting Template.xls 15L Creating a QuickBooks Budget and Budget to Actual Report.doc 15M Proposed Budget Template.xls 15P How to Create pre-printed RECEIPT-EXPENSE number 10 envelopes.doc 15Q Income Expense Envelope Template.doc |
| 16 | 16 Dues Processing Letters & Checklists\ 16-01 Dues Notices and Dues Cards Overview.doc 16-02 Dues Cards Getting Started.doc 16-03 Dues Renewal Notices CHECKLIST.doc 16-04-01 Dues Payment Processing CHECKLIST.doc 16-04-02 Dues Payment Processing PayPal Checklist.xls 16-05-01 Emeritus Member Annual Certification Information sheet template.doc 16-05-02 Emeritus Status Annual Certification Merge Letter.doc 16-06 Emeritus Certified and Dues Card mailed letter template.doc 16-07 Exempt 50 Year Members Dues Card mailing template.doc 16-08 Perpetual Member Dues Card mailing template.doc 16-09 Perpetual and Exempt Member donation thank you merge letter.doc 16-10 PayPal Dues Renewal Option.doc 16-11 Info to assist locating dates of missing members who may be deceased.pdf 16-12-01 1st Notice Delinquent Dues Letter template #1.doc 16-12-02 1st Notice Delinquent Dues Letter template #2.doc 16-12-03 1st Notice Delinquent Dues Letter template #3.doc 16-12-04 1st Notice Delinquent Dues Letter template #4.doc 16-12-05 Dues Invoice template address merge.doc 16-13-01 2nd Notice Delinquent Dues letter template #1.doc 16-13-02 2nd and final Notice Delinquent Dues letter sample #2.doc 16-13-03 2nd Delinquent Dues Notice sample #3.doc 16-14 Member requests Dues Invoice letter merge template.doc 16-15-01 Delinquent and Renewal Dues Invoice Template address merge.doc 16-15-02 Delinquent and Renewal Dues with Voluntary donation Template address merge.doc 16-16 Guidelines for callers to Dues Delinquent Members.doc 16-17 Delinquent Member contact Information Sheet Template.doc 16-18-01 Final Notice of pending suspension.doc 16-18-02 Dues Delinquent member information sheet template.doc 16-18-03 Final Suspension Notice sample 1.doc 16-18-04 Final Suspension Notice sample 2.doc 16-20 Notice of NPD suspensions to neighboring Lodges.doc |
| 17 | 17 Florida Department of Revenue\ 17A Florida department of Revenue Sales Tax payment OVERVIEW.doc 17B Sales Tax calculation spreadsheet sample.xls |
| 18 | 18 Agenda-Minutes Approval-Minutes Templates-Voting Instructions\ 18A Agenda Minutes Voting Instructs Overview.doc 18B Suggested Agenda.doc 18C Approval of Minutes.doc 18C-1 Balloting & Voting Requirements and Methods.pdf 18D EA Degree Called Communication template.doc 18E FC Degree Called Communication template.doc 18F MM Degree Called Communication template.doc 18G Voting Instructions.doc 18H First Stated in December SAMPLE.doc 18J First Stated in January SAMPLE.doc |
| 19 | 19 Phone Committee Templates & Guidelines\ 19A Phone Committee Chairman’s Checklist.doc 19B Guidelines for Callers.doc 19C Member Information and Feedback Sheets.doc 19D Phone Committee Summary List SAMPLE.xls |
| 20 | 20 Postage Due Account\ 20A Postage Due Account Overview.doc 20B Postage Due Permit Information.jpg 20C USPS New Permit App Form Biz Reply Mail Blank.pdf 20D USPS New Permit App Form Biz Reply Mail Example.pdf |
| 21 | 21 Letters-SAMPLES\ 21-1 Sec Letterhead mail merge Lodge Emblem.doc 21-2 Letterhead merge for window envelope MASTER.doc 21-3 Candidate Rejection.doc 21-4 Request for Certificate of Good Standing to GL of Florida.doc 21-5 Request for Dimit to GL of Florida.doc 21-6 New Member welcome merge template.doc 21-7 Memorial Donation thank you letter.doc 21-8 Forty Year Award to be mailed.doc 21-9 Fifty Year Award to be mailed.doc 21-10 Booster renewal letter.doc 21-11 Notice of NPD suspensions to neighboring Lodges.doc 21-12 Trestleboard Advertisement renewal reminder.doc 21-24 Committee Chairmen Members thank you for serving.doc 21-25 Emeritus Member information letter.doc 21-26 Emeritus Status Annual Inquiry.doc 21-27 Exempt & Perpetual Member donation merge thank you.doc 21-28 Avery Label Templates (FOLDER – 12 sample labels, only on CDROM) |
| 22 | 22 Assistant Secretary Templates\ 22-1 Assistant Secretary’s Section Overview.doc 22-2 Table of Contents of Assistant Secretary’s Section.doc 22-3 Assistant Secretary’s Dues payment checklist.doc 22-4 Assistant Secretary’s Expense Warrant to Treasurer.xls 22-5 Assistant Secretary’s Deposit Report Treasurer.xls 22-15Q Income Expense Envelope Template.doc |
| 23 | 23 First Time Visitor Guidelines\ 23-1 Examining a First Time Visiting Brother.doc 23-2 Examining a First Time Visitor Registration Card.pdf |
| 24 | 24 Masonic Education Tracking Template\ 24-1 New Mason Education Plan Progress Chart OVERVIEW.doc 24-2 New Mason Education Plan Progress Chart.doc |
| 25 | 25 Miscellaneous 25 Miscellaneous Overview 25-1 Event Planning Suggestions OVERVIEW.doc 25-2 Event Planning Discussion.doc 25-3 Event Planning Checklist.doc 25-4 Awards to be presented overview.doc 25-5 Forty or Fifty Year Award to be mailed.doc 25-6 Awards to be presented Checklist.xls 25-7 Awards to be presented Member Information Sheet template.doc 25-8a Installation sign in registers GL PDDGM DI.doc 25-8b Installation sign in registers Worshipful Masters.doc 25-8c Installation sign in registers Appendant Orders.doc 25-8d Installation sign in registers Guests – Non Master Masons.doc 25-8e Officer Election Ballots (5 files) 25-8f Sample Bible Presentations (FOLDER – 3 files) 25-8i Past Masters Calling Information Sheet template. Doc 25-8j Voting Instructions.doc |
c:\Secretary’s How To Guide\0 Cover Spine Table of Contents\0A Table of Contents.doc