Steps 1-11

A guide to help Lodges attract,

introduce and retain members

©2017 UGLE
COPYRIGHT

Copyright © 2017 UGLE.

The right of the United Grand Lodge of England [UGLE] to be identified as the author and originator of this work has been asserted in accordance with the
Copyright, Designs and Patents Act 1988.
 UGLE’s Metropolitan, Provincial and District Grand Lodges, and their subordinate Lodges, are granted permission to distribute and reproduce the
documents contained in this work to their own members for the purposes of membership development but for no other purposes.
 No materials may be distributed or reproduced for commercial gain except by UGLE

©2017 UGLE
NAVIGATION – finding your way round
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©2017 UGLE
 The Members’ Pathway is available in three formats. First as a series of one page easy to read summaries that
cover the essentials. Secondly, in more thorough Step Guides, and thirdly as a comprehensive guide with
numerous supporting documents, which cover key issues and describe techniques in more detail.
• The Members’ Pathway is a guide that provides a structured approach that Lodges can follow to attract,
introduce and encourage potential new members, whilst at the same time retaining and adding value to the
existing membership.
• It comprises a series of Steps to take a man who is interested in Freemasonry, but not yet a member, all the way
through a journey to become a committed Master Mason. It draws on the experiences of many strong and
healthy Lodges across our constitution.
• The evidence from these Lodges indicates that there is good reason to be optimistic about our future. There are
many suitable men who would be attracted to Freemasonry if they knew a little more about it.
• The evidence also suggests that lasting and committed membership is most likely to be achieved when
applicants and candidates are carefully screened to be sure they meet the qualifications for membership, when
both the Lodge and the candidate make their expectations clear to each other, when there is a good match
between the Lodge and the candidate and when both parties work at meeting each other’s expectations.
• Promoting a positive public image of Freemasonry is not part of the Pathway but is a necessary foundation upon
which the Pathway is built.
• All members of a Lodge share responsibility for introducing new members and for helping to retain them by
making them feel welcome and supported.

©2017 UGLE
“The future of Freemasonry depends upon being able to introduce and retain committed members who
will contribute to their Lodges and enjoy a lasting membership”. Peter Lowndes, Pro Grand Master

• The success of the Members’ Pathway can be measured by two indicators; an increase in suitable candidates
and the proportion of these who go on to become lasting and committed members and contribute to their
Lodge many years after Initiation.
• By adopting the Steps in the Pathway a Lodge should also be better placed to assess its own strengths and
weaknesses, its likely source of applicants and its future viability.
• Recent research from outside of the Craft into patterns of membership in clubs, societies and
organisations shows that:
- Approximately 2.7 million men in England regularly give of their time to clubs, societies and organisations
related to hobbies, social activities and recreation.
- Levels of participation have returned to the high point reached before the 2008 economic crisis.
- Age, location and economic activity need not be barriers to joining.
- Freemasonry can satisfy the hopes, aspirations and expectations that are often expressed by those who
do join organisations.

• Therefore, the Members’ Pathway should help us all to plan for the success and longevity of Freemasonry in the
future.

©2017 UGLE
 Lodge Membership Officer
1. Lodge Planning
For a man known to existing members
2. Identifying prospective candidates
3. Approaching prospective candidates
For a man not known by existing members (e.g. via the internet)
4. Responding to enquiries from potential candidates
For all prospective and potential candidates
5. Preparing the prospective candidate for interview
6. Interviewing the applicant

Lodge Mentor
7. Preparing the candidate for Initiation
8. Supporting the new Freemason
9. Introducing the Royal Arch
10. Retaining our members

Province
11. Retrieving members
©2017 UGLE
• Convene a meeting or series of meetings to discuss the future of your lodge
- Include all members in this meeting or meetings, and not just the Past Masters or Lodge committee
- A suitably skilled, respected and experienced member of the Lodge should chair these meetings
- Involve the relevant leaders from your Province.
• Create a Lodge profile
- A Lodge Profile describes the Lodge’s key features and especially its characteristics, circumstances, expectations
and values
- Lodge profiles help members to identify prospective candidates who are a good match to the Lodge
- Lodge profiles help members identify issues in the Lodge that need addressing
- If a common feature emerges (such as a sporting interest, hobby, old school), develop a prospective member’s
‘profile’
• The Lodge in its community
- UGLE is encouraging Lodges to become visible, recognised and respected within their communities
- Lodge profiles can be developed into promotional or informational literature for the Lodge
- The Lodge can engage in local community events
- It can also organise its own private and public events and activities open to friends, family and other non-Masons
- The Province should be consulted before any Lodge becomes involved in public events.
• During the planning meetings, identify:
- An enthusiastic member (not necessarily a Past Master) for the role of Lodge Membership Officer(LMO)
- At least one more knowledgeable member to assist the LMO when screening enquiries from potential
candidates (see Step 4)
- A skilled interviewer to be Chairman of the Interview Panel
- Two other knowledgeable members (at least one who is not a PM, at least one who is a PM) to be members of
the Interview Panel.
• Make decisions, record them, set deadlines, assign responsibilities for action and review at intervals.
©2017 UGLE
• Set aside a separate meeting for this issue
• In advance ask all members to compile a long list of men who they know and bring it to the meeting
• Include family members, work colleagues, social club members, friends, fellow worshippers
• If any person on the list does not believe in the Supreme Being his name can be removed
• Apply each name on the long list to the items on the Lodge’s profile and consider whether or not he would be
compatible with Freemasonry and your Lodge in particular
• Bear in mind that diversity in membership is important in any successful group, especially in respect of having
people with a range of different personalities, skills and qualities
• Avoid making any assumptions about any person’s level of interest in Freemasonry, or their availability
• Group the names into categories as:
- Suitable to be approached for this Lodge
- Suitable for Freemasonry but may be better suited to another Lodge
- Don’t know enough to decide
- Not suitable to be approached.
• The men in the second and third categories may still be approached but with a view to determining their
interest in Freemasonry in general rather than your specific Lodge
• Data Protection Act: To comply with privacy and data protection requirements, all records of those who
will not be approached – both physical and electronic – should now be destroyed.

©2017 UGLE
• What can a Freemason say to someone who is not a Mason?
- The Board of General Purposes has stated that a Freemason is “free to reveal his own Masonic
membership, except when it might appear that business, professional or personal advantage is thereby
being sought for himself or another”.
- A Freemason is free to discuss any aspect of Freemasonry providing he does
not: • breach his obligation to keep the traditional modes of recognition private
• describe the detail of our ceremonies.
• What should you say?
- Create a succinct personal statement ready for a suitable occasion:
• Describe your experience of Freemasonry and what you personally enjoy most
• Look through the UGLE web site, Freemasonry Today and your own Province’s web site. You will
see ideas from the Rulers and your Province’s leadership team
• When delivering your pitch do more listening than talking – that way you can follow up topics that
interest him
• Above all be honest.
• What next?
- If the person you are talking to remains open to the idea, invite him and his partner to a Lodge social or
white table evening
- Try and finish the conversation by giving him something physical such as your Province's website address
and, if your Lodge has one, a Lodge Information sheet (based upon the Lodge profile created in Step 1)
• When to stop?
- Do not ‘flog a dead horse’ – you will lose friends and gain nothing for Freemasonry
- If he does not mention the subject of Freemasonry again for some time, it is acceptable to raise it on one
more occasion.
©2017 UGLE
• This process should be managed by the Lodge Membership Officer, who liaises with the Lodge Secretary
and others as need be.
- Respond quickly to all enquiries (24 – 48 hours maximum) and maintain accurate records.
- If the potential candidate ‘goes silent’, one reminder is permitted but no more.
• Be prepared to reject unsuitable people at this stage.
- If the approach has come via UGLE or the Province, the Provincial Membership Officer (PMO) will be
involved.
- He will have selected your lodge as one into which the potential candidate may fit.
- He will not be as familiar as you are with your Lodge and your preferred profile (if any) for candidates.
• Meet the potential candidate at a neutral venue, with one or two other Lodge members present but no more.
- Create a warm and informal atmosphere.
- If both parties wish to pursue the potential candidate’s possible membership, arrange a second meeting
on Masonic premises.
• Follow up by inviting him to meet for a drink after a rehearsal so that he can meet other Lodge members and
they can get to know him. Then invite him to Lodge social events so that his wife or partner can also attend
and get to know others.
• If you judge the person unsuitable for your Lodge:
- Explain that yours may not be the best Lodge for him.
- Refer him to the Provincial Membership Officer as he may be suitable for another lodge.
- Always be polite – he should be left with a good impression and memory of Freemasonry.
©2017 UGLE
• This Step is completed by the two people who expect to be the prospective candidate’s Proposer and Seconder (the
sponsors).
• Where a potential candidate was not previously known to any members, we recommend the LMO should be one of
sponsors.
• The sponsors and the prospective candidate are each asked to satisfy themselves, through informal meetings and
discussions, that Freemasonry and the particular Lodge are right for the candidate and that he is right for it. This process
is called screening.
• The sponsors can use a number of techniques to seek the information required for screening.
• Be open, honest, clear and direct about the commitment involved in becoming a Freemason.
• Anything that happens outside of Lodge meetings can be described. Avoid describing the ceremonies, including
Masonic Fire, and their meaning in detail, so as not to diminish the impact of Initiation.
• Meet informally with the prospective candidate on as many occasions as necessary to explain and discuss:
- The nature of Freemasonry, what it is and what it is not.
- The expectations and duties of membership, including the commitment in time and money.
- The normal journey of a Freemason, including eventual Exaltation into the Royal Arch.
- The specific features of your Lodge, using your Lodge profile as a resource.
• If invited by the prospective candidate, discussion may take place at his home and in the presence of his spouse or
partner.
• If all parties wish to proceed, ask the prospective candidate to complete the UGLE Member Application Form and,
after both sponsors have also signed it, submit it to the Lodge Secretary on his behalf. He is now an applicant.

• If any party has reservations about the prospective candidate, the LMO should discuss the matter with the Lodge
committee.
• Tell the applicant what will happen at the interview and that you will attend with him.
• If the screening process has gone well, you will have covered informally, and without leading, the information and
issues that the interview panel will want to discuss and you can be confident that the applicant is likely to give
satisfactory answers.
©2017 UGLE
• We recommend that the Interview Panel should be more or less permanent and that:
- It comprises no more than three members of the Lodge, all of whom are experienced interviewers.
- There should be at least one Master Mason and one Past Master.
- There is no reason why the Lodge Membership Officer cannot be a member.
- The panel's permanent chair should be a skilled interviewer who is an approachable senior member of
the Lodge.
- The membership of the Interview Panel should be agreed during Step 1, Lodge Planning.

• The Panel conducts applicant interviews on behalf of the Lodge and reports to the Lodge Committee:
- The Master does not have to be a member.
- The applicant’s sponsors attend to support him.
- The sponsors are not involved in conducting the interview.

• The Interview Panel should conduct itself with a degree of formality, including the use of written invitations and
decisions, which may for convenience be sent by email.
• Plan the interview and prepare open questions to obtain the information sought from the applicant.
• Use the example questions with skill and discretion, adjusting questions based upon the applicants previous
answers.
• Conduct interviews in a proper manner, using recognised techniques for interviewing candidates.
• Meet after the applicant has departed to decide and communicate the outcome.
• Your Provincial Membership Officer will be able to offer further guidance and assistance if required.
©2017 UGLE
Information sought Reason why it is sought

A core requirement of membership is to believe in a Supreme Being. If there is any

Whether he believes in a Supreme Being. doubt on the definition of Supreme Being, sponsors should seek formal guidance
via their Lodge Secretary.
Overview of self and lifestyle (family, hobbies, work, To set a context for the rest of the interview and to provide information that can be
charitable interests, other organisations). explored further.
To explore and expand on the applicant’s suitability for this specific Lodge and its
Suitability for this specific Lodge.
characteristics.
Personal characteristics, qualities and values. To get the applicant to talk about his values without first telling him about ours.
Alignment with Masonic values / principles. To check that his values / principles are compatible with ours.
Reason for interest in Freemasonry and motives for To identify the applicant’s motives and to ensure they are compatible with the
joining. Craft’s values and expectations.
Existing links with Freemasons. To identify any background in or experience of Freemasonry.
To check that the applicant’s expectations are compatible and can be met by the
Hopes and expectations on becoming a Freemason.
Craft and by the Lodge.
To identify the strengths the applicant will bring to the Lodge and any likely future
Likely contribution he could make as a member.
contribution.
To ensure the applicant’s family is supportive and will not hinder the applicant’s
Family and their opinions or support for membership.
development if he joins.
Support for the Lodge’s charitable activities. To prepare the applicant for future charitable contributions.
To ensure that the applicant is able and willing to meet the commitments expected,
Ability to meet time and cost commitments.
in time and money.
To check he knows of the normal progression through the three Craft degrees,
Awareness of the normal progression.
taking office and Exaltation into the Royal Arch.
Any other information. “Catch all” final questions. ©2017 UGLE
Taking the candidate from the successful conclusion of his interview through to his initiation. It represents the
beginning of the mentoring process. Co-ordination of the Pathway passes from the Lodge Membership Officer to
the Lodge Mentor.

GUIDANCE FOR ALL LODGE MEMBERS

• The Candidate / Initiate will form lasting impressions of Freemasonry based on his early experiences.
• Lodge members should understand and manage his expectations, deliver what has been promised and avoid
creating unpleasant surprises.
• If the preparation for Initiation is rushed or progresses at a pace that is uncomfortable for the Candidate the
consequence may be his early resignation.
• Plan the date of Initiation by balancing the Lodge’s programme of work with the needs, circumstances and
interests of the Candidate. Consider the suitability of multiple ceremonies.
• Where possible, ensure sufficient time before the planned date of Initiation for the Proposal, Ballot and
Initiation to take place at different - preferably successive - meetings.
• When briefing the Candidate for his Initiation before the ceremony, strike a balance between telling him too
much and not telling him enough.
• Too much prior information may damage the experience. Too little may leave the Candidate with
unnecessary or uncomfortable apprehensions.
©2017 UGLE
AT THE INITIATION MEETING
• Arrange to collect the Candidate, take him to the meeting and return him home afterwards.
• Introduce him to the Master and Junior Deacon before placing him in the care of the Tyler.
• Arrange for him to be sat next to his Personal Mentor or a sponsor at the end of the ceremony, and next to or
as near to as practicable one or both of them at the festive board.
• Have some cash for him so that he can contribute to the charity collection and a copy of the closing ode.
• Introduce him to other members of the Lodge after the ceremony.
• Explain the toasts and practices followed at the festive board.
• Discuss with him his initial reaction to the ceremony and respond to his questions.
• Provide him with copies of any local introductory booklet, such as the “Initiate’s Guide”, as well as a
simple explanation of the Initiation ceremony. Explain that he can share these with his spouse or partner.
• Arrange to meet with him within two weeks of his Initiation, to answer additional questions and provide further
explanation.

©2017 UGLE
This Step starts immediately after Initiation and follows the new Freemason as he goes through the degree
ceremonies and experiences elements of Freemasonry for the first time.

WHY IS EARLY SUPPORT SO IMPORTANT?

• At this point the new Freemason is at his most vulnerable; a significant proportion of new members leave
the Craft within two years of Initiation, often before becoming Master Masons.

• The Personal Mentor and sponsors have a small window of opportunity to respond to all early reactions, to
address any questions or concerns and to provide the support that the new Freemason needs.

• If the new Freemason perceives either the ceremony or the actions of Lodge members to be anything other
than positive, or if his expectations are not met, he may consider terminating his membership.

©2017 UGLE
GUIDANCE FOR PERSONAL MENTORS
• Arrange to meet with the new member soon after each ceremony, to help him reflect, practice signs, address
questions and relate the latest ceremony with the previous ones.

• Draw on topics for discussion with a new Freemasons but proceed at his pace. Avoid “force feeding” him with
what you think he should know and understand.

• Gauge the new member’s level of interest and enthusiasm and respond at that level.

• Pass on any communications or resources provided by the Lodge and the Province. Help him to find the
information that he wants from the various materials he will have been given.

• Sit with the new Freemason in the Lodge and on any visits. Explain what is happening and always demonstrate
correct behaviours, such as obeying the gavel.

• Prepare him for the ceremonies of Passing and Raising by helping him to learn the questions leading to the
degree and the answers to give in open Lodge.

• Represent his needs and interests within the Lodge.

• Be the first source of advice and guidance on Masonic matters.

• Look out for any discomfort or drops in interest, attendance or commitment and respond early.

©2017 UGLE
This Step follows the new Freemason’s completion of the three degrees of Craft Freemasonry and looks at the Lodge’s role in
introducing him to the Royal Arch.

• The Royal Arch is the completion of the journey in pure Ancient Freemasonry and all reference to it being the
completion or an extension of the Third Degree has been removed from the ritual and other documents.
• The Royal Arch should have been mentioned in the discussions during Steps 5 and 6.
• An ideal point to mention it again is when a Master Mason is presented with his Grand Lodge Certificate.
• There are four reasons to become a Royal Arch Mason:
- First, because of the indissoluble link between the Craft and Royal Arch as the two component parts of pure
Ancient Freemasonry, exemplified by the fact that the Grand Master and Pro Grand Master automatically head
both orders.
- Secondly, to complete the journey of a man from the practical principles taught in the Craft to the spiritual aspect
of our nature, as explored in the Royal Arch.
- The third reason is the ceremony of Exaltation itself, which is one of the most beautiful, colourful and thought
provoking in Freemasonry and in which the genuine secrets, that were lost and substituted during the Master
Masons’ degree, are revealed.
- Fourthly, for the companionship and enjoyment that comes from meeting a wider circle and from the increase in
Masonic experience and knowledge. Joining the Royal Arch should increase one’s enjoyment of Freemasonry.
• No pressure should be applied to coerce a Master Mason to join the Royal Arch or any other Order.
• The decision and timing must be his and he should not feel that he is a second class Freemason if he chooses to
delay joining or not to join at all.
• The Royal Arch may enhance his membership and enjoyment of the Craft but it is not essential to it.
• The Royal Arch Representative acts as the link between the Royal Arch and the Lodge. His role is to raise the
profile of the Royal Arch, to act as a source of information about the Royal Arch and to foster relations with
Royal Arch Chapters.
©2017 UGLE
GUIDANCE FOR LODGES

• Build a Lodge culture with a nurturing approach, or continued mentoring, that considers the needs of all
members and treats all members as they would wish to be treated themselves.
• Find ways to involve every member in the life of the Lodge, through formal or informal roles and contributions
suited to them, to increase their sense of belonging, interest and commitment.
• Plan the succession of continuing offices in the Lodge, such as Treasurer, Secretary, Director of Ceremonies,
Lodge Mentor etc. so that recent Past Masters can take office, develop as Masons and continue to contribute
to the Lodge.
• Seniority brings with it a responsibility to lead by example, to set high standards of behaviour and to
demonstrate the essential characteristics of a Freemason; kindness, tolerance and courtesy.
• Be alert to un-Masonic conduct, inappropriate behaviour and discouraging or negative exchanges, all of which
undermine the interest and confidence of members and the harmony and health of the Lodge.

©2017 UGLE
GUIDANCE FOR LODGES
• Plan meetings to be enjoyable, interesting and informative, with a good atmosphere and good ritual, to meet the
expectations of members and to assist their self-improvement.

• Consider new approaches to enhance Lodge meetings.

• Ensure meetings are well prepared and conducted efficiently. Working members are accustomed to business
meetings occupying the minimum time necessary. They expect the same of a Lodge, with time devoted to
ceremonial or education rather than administration .

• Review Lodge traditions to confirm whether they are still relevant and serve the Lodge well. Be willing to change
or evolve any traditions that are counterproductive to the future of the Lodge.

• Monitor attendance at Lodge meetings and maintain contact with those members who are not able to attend
as often as they would like, to retain their interest, support and – ultimately – their membership.

• Look out for any discomfort or drops in interest, attendance or commitment and respond early.

• If a brother is moving out of the area and regular attendance at the lodge becomes difficult, assist him to find a
Lodge in his new location, perhaps with help from the Province.

©2017 UGLE
This Step describes the early warning signs of a potential resignation and ways to respond to retain or retrieve the
member as a happy, valued and participating member of the Craft.

• Some members will decide that Freemasonry is not for them and will resign at an early point. With proper
screening, an understanding of expectations and successful mentoring these should be the minority.

• Warning signs include absences from meetings, last minute apologies, late payment of dues and low levels of
engagement in general.

• Lodges that recognise the warning signs and respond early can often avert resignations before they happen.

• If a resignation is due to a decline in circumstances (such as finances or health), arrange for the Lodge Almoner
to offer support to the member.

• Consider asking a member to reconsider reporting a resignation to the Lodge and the Lodge accepting it before
accepting his resignation.

• Accept that if the Lodge cannot retain a member it may still be possible for the Province to retrieve him if he
moves to another Lodge.

©2017 UGLE