The following “good practice” documents provide further guidance and explain how actions mentioned in the Step Guides can be carried out.

Alternative futures for Lodges

Approaches to enhance Lodge meetings

Approaches to exit interviews

Attendance at Lodge meetings

Briefing the candidate for his Initiation

Creating a Lodge development plan

Creating a personal statement

Deciding and communicating interview outcomes

Examples of interview questions

Examples of Lodge & candidate profiles

Hierarchy of needs

Information required for screening

Local mentoring structures

Motives for joining Freemasonry

One approach to unsponsored enquiries

Role profile – Lodge Membership Officer (LMO)

Role profile – Lodge Mentor / Chapter Mentoring Coordinator

Role profile – Personal mentor

Role profile – Provincial Membership Officer (PMO)

Role profile – Provincial Mentor

Scheduling the date of Initiation

Simple explanation of the Initiation ceremony

Techniques for interviewing applicants

Techniques for profiling ideal candidates

Techniques for profiling the Lodge

Techniques for screening prospective candidates

Template letters to applicants

The Lodge at public events

Time and cost commitments expected by the Lodge

Topics for discussion with a new Freemason

Values questionnaire

What can we discuss with non-Masons?

White table meetings


Support documents

The following “support documents” provide reference and background material and support the guidance in the Step Guides.

Aims & Relationships of the Craft

Charge after Initiation

Feedback from the pilot study

Freemasonry’s standards and values

Good news from the pilot study

Migration process

Positive public image

Research from outside of the Craft

Resignation – the opportunity to reconsider

Statements by the Board of General Purposes

Suggested reading list

Summary of the Antient Charges & Regulations