Credits & Sources

Scope of content

Masonic material on this site is monitorial: content published openly by regular Grand Lodges and historical reference works. Tyled ritual is not included and is never transmitted, hinted at, or summarized here. Memorial services, installation ceremonies, cornerstone ceremonies, working tools (as published), Anderson's Constitutions, and Grand Lodge of New Mexico public bylaws are all in scope.

The Leadership theme draws on published secular works as well (Franklin, Drucker, Covey, Duhigg, Clear, and others) and cites them openly below. The Craft has always borrowed plain wisdom from outside its own walls; the chapters here continue that practice with attribution.

Masonic reference works

• Anderson, James. The Constitutions of the Free-Masons (1723; 1738).
• Mackey, Albert G. An Encyclopædia of Freemasonry (1873 and later revisions).
• Preston, William. Illustrations of Masonry (1772 and later editions).
• Pound, Roscoe. Masonic Jurisprudence (1920).
• Webb, Thomas Smith. The Freemason's Monitor (1797 and later editions).
• Grand Lodge of New Mexico, public Constitution, By-Laws, and Code (current edition, monitorial portions only).

Leadership theme references

The Leadership theme (personal effectiveness, group dynamics, influential communication, leading change) cites the following published works. Quotations are short and attributed; the chapters use the methods as taught, not the full text of the books. Several chapters draw on the York Rite Leadership 101 curriculum, an open Masonic training program.

Classical and philosophical

• Aristotle. Nicomachean Ethics (c. 350 BC), on the Cardinal Virtues.
• Epictetus. Enchiridion (c. 125 AD), on the dichotomy of control.
• Marcus Aurelius. Meditations (c. 170 AD).
• Franklin, Benjamin. The Autobiography of Benjamin Franklin (1791), Plan of Conduct and 13 Virtues.
• Frankl, Viktor E. Man's Search for Meaning (1946); founding work of logotherapy.

Personal effectiveness and habits

• Covey, Stephen R. The 7 Habits of Highly Effective People (1989); with A. R. Merrill and R. R. Merrill, First Things First (1994); The 8th Habit (2004); Principle-Centered Leadership (1990).
• Doran, George T. (1981). There's a S.M.A.R.T. way to write management's goals and objectives. Management Review, 70(11), 35-36.
• Drucker, Peter F. The Practice of Management (1954); Managing Oneself, Harvard Business Review (1999, reprint 2005).
• Doerr, John. Measure What Matters (2018), on the OKR framework popularized at Intel.
• Grove, Andrew S. High Output Management (1983).
• Duhigg, Charles. The Power of Habit (2012).
• Clear, James. Atomic Habits (2018).
• Fogg, B. J. Tiny Habits (2019).
• Allen, David. Getting Things Done (2001).
• Newport, Cal. Deep Work: Rules for Focused Success in a Distracted World (2016).
• Ericsson, Anders, and Robert Pool. Peak: Secrets from the New Science of Expertise (2016).
• Csikszentmihalyi, Mihaly. Flow: The Psychology of Optimal Experience (1990).
• Walker, Matthew. Why We Sleep (2017).
• Pareto, Vilfredo (1896). Cours d'économie politique, source of the 80/20 distribution.
• McKeown, Greg. Essentialism: The Disciplined Pursuit of Less (2014).
• Collins, Jim, and Jerry I. Porras. Built to Last: Successful Habits of Visionary Companies (1994), source of the BHAG framing.
• Dweck, Carol S. Mindset: The New Psychology of Success (2006).
• Brown, Brené. The Gifts of Imperfection (2010); Daring Greatly (2012); Dare to Lead (2018).
• Kahneman, Daniel. Thinking, Fast and Slow (2011).
• Klein, Gary. Sources of Power: How People Make Decisions (1998).
• Greenleaf, Robert K. The Servant as Leader (1970); Servant Leadership (1977).

Psychology and social science

• Rotter, Julian B. (1966). Generalized expectancies for internal versus external control of reinforcement. Psychological Monographs, 80(1).
• Deci, Edward L., and Richard M. Ryan. Intrinsic Motivation and Self-Determination in Human Behavior (1985); Self-Determination Theory (2017).
• Kahn, Robert L., et al. Organizational Stress: Studies in Role Conflict and Ambiguity (1964).
• Maslach, Christina, and Michael Leiter. The Truth About Burnout (1997); Maslach Burnout Inventory (1981).
• Waldinger, Robert, and Marc Schulz. The Good Life (2023), reporting the Harvard Study of Adult Development (since 1938).
• Peterson, Christopher, and Martin Seligman. Character Strengths and Virtues (2004).
• Niven, Paul R. Balanced Scorecard Step-by-Step (2002), on leading vs. lagging indicators.

Leadership, organizational, and change

• Maxwell, John C. The 21 Irrefutable Laws of Leadership (1998, rev. 2007); The 5 Levels of Leadership (2011).
• Barker, Joel. Future Edge: Discovering the New Paradigms of Success (1992); video, The Business of Paradigms (1989).
• Rogers, Everett M. Diffusion of Innovations (1962, 5th ed. 2003).
• Prince, Victor (2019). The 7 Deadly Sins of New Managers. (Published article.)
• Pike, Albert. Published Masonic addresses (quote on persuasion vs. force).
• Dellinger, Susan. Psychogeometrics (1989); cited as a working language tool, not validated typology.
• Farrell, Bill and Pam. Men Are Like Waffles, Women Are Like Spaghetti (2001).
• Blanchard, Ken, and Spencer Johnson. The One Minute Manager (1982).

Recommended additions (cited in chapters but not in source training material)

• Kotter, John P. Leading Change (1996), the 8-step change process. Recommended companion to Barker for the Leading Change sub-arc.
• Heath, Chip, and Dan Heath. Switch (2010), on making change practical.
• Lencioni, Patrick. The Five Dysfunctions of a Team (2002). Companion for the Group Dynamics sub-arc.
• Patterson, Kerry, Joseph Grenny, Ron McMillan, and Al Switzler. Crucial Conversations: Tools for Talking When Stakes Are High (2002, rev. 2022). Anchor for chapter 67 (Difficult Conversations).
• Stone, Douglas, Bruce Patton, and Sheila Heen. Difficult Conversations: How to Discuss What Matters Most (1999, rev. 2010), Harvard Negotiation Project. Three-conversations frame and contribution-vs-blame shift.
• Rosenberg, Marshall B. Nonviolent Communication: A Language of Life (1999, rev. 2015), Center for Nonviolent Communication. Observation/Feeling/Need/Request four-step.
• Fisher, Roger, and William Ury. Getting to Yes: Negotiating Agreement Without Giving In (1981, rev. 2011). Positions vs. interests; BATNA. Anchor for chapter 65 (Win-Win).
• Bazerman, Max H., and Margaret A. Neale. Negotiating Rationally (1992). Published research on fixed-pie bias.
• Cialdini, Robert B. Influence: The Psychology of Persuasion (1984, rev. 2021); Pre-Suasion (2016). Six (now seven) principles for chapter 69.
• Voss, Chris, and Tahl Raz. Never Split the Difference: Negotiating As If Your Life Depended On It (2016). Tactical empathy moves; mirror, label, calibrated questions, Black Swans.
• Carnegie, Dale. How to Win Friends and Influence People (1936, rev. 1981). Foundational human-relations principles.
• Bohm, David. On Dialogue (1996); Senge, Peter M. The Fifth Discipline (1990), chapter 12 on dialogue vs. discussion. Used in chapter 68 (Synergy).
• Scott, Susan. Fierce Conversations: Achieving Success at Work and in Life One Conversation at a Time (2002).
• Edmondson, Amy. The Fearless Organization (2018) and (1999) original psychological-safety research.
• Nichols, Michael P. The Lost Art of Listening (1995, rev. 2009). Six attributes of a real listener.
• Covey, Stephen R. The 3rd Alternative: Solving Life's Most Difficult Problems (2011). Extended development of Habit 6 (Synergy).
• Aristotle. Rhetoric (c. 350 BCE). Ethos, pathos, logos — under everything in the Influential Communication sub-arc.
• Kotter, John P. Leading Change (1996, rev. 2012); The Heart of Change (with Cohen, 2002); Accelerate (2014); HBR (1995). Anchor for chapter 71 (8-Step Process).
• Heath, Chip, and Dan Heath. Switch: How to Change Things When Change Is Hard (2010). Rider/Elephant/Path; nine moves across three lanes.
• Haidt, Jonathan. The Happiness Hypothesis (2006). Source of the elephant-and-rider metaphor adopted by the Heaths.
• Bridges, William. Managing Transitions: Making the Most of Change (1991, rev. 2017). Ending, Neutral Zone, New Beginning.
• Barker, Joel A. Future Edge: Discovering the New Paradigms of Success (1992); Kuhn, T. S. The Structure of Scientific Revolutions (1962). The paradigm frame for chapter 70.
• Kahneman, Daniel, and Amos Tversky. (1979). Prospect Theory. Econometrica, 47(2). Loss aversion; Kahneman, Thinking, Fast and Slow (2011).
• Samuelson, W., and Zeckhauser, R. (1988). Status quo bias in decision making. Journal of Risk and Uncertainty, 1.
• Kübler-Ross, Elisabeth. On Death and Dying (1969). The five stages, adapted in the organizational change literature.
• Collins, Jim. Good to Great (2001); Built to Last (with Porras, 1994). The flywheel concept; Level 5 leadership; first-who-then-what.
• Schein, Edgar H. Organizational Culture and Leadership (1985, rev. 2017). Three levels of culture; anchor for chapter 74.
• Denning, Stephen. The Leader's Guide to Storytelling (2005). Stories as cultural carriers.
• Block, Peter. Flawless Consulting (1981, rev. 2011). Resistance as information.
• Senge, Peter M. The Fifth Discipline (1990), Chapter 12 on dialogue; also used for the team-learning frame and the J-curve.
• Clear, James. Atomic Habits (2018); Duhigg, Charles. The Power of Habit (2012). Habit design as the change leader's path-lane move.
• Thaler, Richard H., and Cass R. Sunstein. Nudge (2008). Environmental design; defaults matter.
• Drucker, Peter F. The Effective Executive (1967). Succession as the test of legacy.
• Mackey, Albert G. An Encyclopædia of Freemasonry (1873). The Craft's published broken-column and wages-in-the-East legacy symbols; the Almoner office; "Charity," "Relief," "Worthy."
• Greenleaf, Robert K. The Servant as Leader (1970 essay); Servant Leadership (1977). Anchor for chapter 59 (the bridge from Personal Effectiveness to Group Dynamics).
• Spears, Larry C. (1995). Reflections on Leadership. The ten characteristics that codified Greenleaf's servant-leader frame.
• Hesse, Hermann. The Journey to the East (1932; tr. Hilda Rosner, 1956). The source parable Greenleaf cites at the opening of his 1970 essay.
• Block, Peter. Stewardship: Choosing Service Over Self-Interest (1993, rev. 2013). The published development of Greenleaf's frame for organizational stewardship.
• Sipe, James W., and Frick, Don M. Seven Pillars of Servant Leadership (2009). A working synthesis of the published servant-leadership literature.
• Maimonides, Moses. Mishneh Torah, Hilkhot Matnot Aniyim (12th c.). The eight published levels of charity, with anonymous-to-anonymous and the receiver becoming self-sufficient at the highest level — cited in chapters 48 and 49.
• Masonic Service Association of North America (MSANA, 1919-present). Disaster Relief Fund and the Short Talk Bulletin archive; cited in chapter 49.
• Masonic Charities Foundation of New Mexico (MCFNM). Published mission and Grand Lodge of New Mexico annual proceedings; cited in chapters 47 and 49.
• Lupton, Robert D. Toxic Charity (2011). Secular caution on charity that takes a recipient's dignity; cross-link to Greenleaf's published test.
• Lencioni, Patrick. The Five Dysfunctions of a Team (2002), for the Group Dynamics sub-arc.
• Tuckman, Bruce W. (1965). Developmental sequence in small groups. Psychological Bulletin, 63(6) — Forming/Storming/Norming/Performing.
• Goleman, Daniel. Emotional Intelligence (1995).
• Beck, Don E., and Christopher C. Cowan. Spiral Dynamics: Mastering Values, Leadership, and Change (1996), building on Clare Graves' value-system research.
• Godin, Seth. Tribes: We Need You to Lead Us (2008).
• Kouzes, James M., and Barry Z. Posner. The Leadership Challenge (1987, multiple editions); The Truth About Leadership (2010).

Masonic sources for this theme

• York Rite Leadership 101 (open training curriculum), source for the CIA Model, the 8-step Mission Statement method, and the Virtue-Driven Leadership framing.
• Webb, Thomas Smith. The Freemason's Monitor (1797 and later editions), source for the 24-inch gauge.
• Mackey, Albert G. An Encyclopædia of Freemasonry, entries on the working tools, Cardinal Virtues, and Charge.
• Pike, Albert. Morals and Dogma (1871) and published addresses (attributed source for the persuasion-over-force quotation).
• Davis, Robert G. Understanding Manhood in America. Cited in the source training material; framing reviewed for the chapters here.

Imagery

Block artwork is bespoke SVG. When public-domain or Creative Commons images are substituted (typically from Wikimedia Commons), the file's source, license, and attribution appear below.

• Chapter 10: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 11: Public-domain symbols; rendering bespoke for NM Freemason
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• Chapter 39: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 40: Bespoke rendering for NM Freemason; ideas after Ragain (2020)
• Chapter 41: Bespoke rendering for NM Freemason; ideas after Ragain (2020)
• Chapter 42: Bespoke rendering for NM Freemason; ideas after Ragain (2020) and Lingerfelt (2018)
• Chapter 43: Bespoke rendering for NM Freemason; ideas after Ragain (2020) and Horsley (2016)
• Chapter 44: Bespoke rendering for NM Freemason; ideas after Ragain (2020) and March (2018)
• Chapter 45: Bespoke rendering for NM Freemason; ideas after Ragain (2020)
• Chapter 46: Bespoke rendering for NM Freemason; ideas after Ragain (2020)
• Chapter 47: Bespoke rendering for NM Freemason; charity names are published trademarks of their respective Masonic bodies
• Chapter 48: Bespoke rendering for NM Freemason; ideas after Webb's Monitor, Mackey on Relief, the Good Samaritan parable (Luke 10), Anderson's Constitutions (1723), Maimonides' eight levels of charity, and Greenleaf's servant-leadership test
• Chapter 49: Bespoke rendering for NM Freemason; ideas after Mackey on Almoner, Pound's Masonic Jurisprudence, the MSANA published programs, and the Grand Lodge of New Mexico Code
• Chapter 50: Bespoke rendering for NM Freemason; ideas after Aristotle, Franklin, and Covey
• Chapter 51: Bespoke rendering for NM Freemason; ideas after Covey, First Things First (1994)
• Chapter 52: Bespoke rendering for NM Freemason; ideas after Doran (1981) and Covey (1989)
• Chapter 53: Bespoke rendering for NM Freemason; gauge from Webb's Monitor
• Chapter 54: Bespoke rendering for NM Freemason; ideas after Covey, 7 Habits, Habit 2
• Chapter 55: Bespoke rendering for NM Freemason; ideas after Frankl, Covey, and Epictetus
• Chapter 56: Bespoke rendering for NM Freemason; reframes Eisenhower/Covey matrix as Planned/Unplanned
• Chapter 57: Bespoke rendering for NM Freemason; ideas after Covey, 7 Habits, Habit 7 and Newport's Deep Work
• Chapter 58: Bespoke rendering for NM Freemason; data from Kouzes & Posner (2010)
• Chapter 59: Bespoke rendering for NM Freemason; ideas after Greenleaf (1970, 1977), Spears (1995), Hesse Journey to the East (1932), and Block Stewardship (1993)
• Chapter 60: Bespoke rendering for NM Freemason; ideas after Maxwell's 5 Levels of Leadership (2011)
• Chapter 61: Bespoke rendering for NM Freemason; iceberg metaphor from Schein/coaching literature
• Chapter 62: Bespoke rendering for NM Freemason; shapes from Dellinger's Psychogeometrics (1989)
• Chapter 63: Bespoke rendering for NM Freemason; ideas after Godin's Tribes (2008)
• Chapter 64: Bespoke rendering for NM Freemason; pyramid from Lencioni (2002), timeline from Tuckman (1965)
• Chapter 65: Bespoke rendering for NM Freemason; ideas after Covey, 7 Habits, Habit 4, and Fisher & Ury, Getting to Yes (1981)
• Chapter 66: Bespoke rendering for NM Freemason; ideas after Covey, 7 Habits, Habit 5, and Rogers (1961)
• Chapter 67: Bespoke rendering for NM Freemason; ideas after Patterson et al. Crucial Conversations (2002), Stone/Patton/Heen Difficult Conversations (1999), and Rosenberg NVC (1999)
• Chapter 68: Bespoke rendering for NM Freemason; ideas after Covey, 7 Habits, Habit 6, and Bohm/Senge on dialogue
• Chapter 69: Bespoke rendering for NM Freemason; ideas after Cialdini Influence (1984/2021), Maxwell Law 14 (1998), Aristotle Rhetoric, and Pike Morals and Dogma (1871)
• Chapter 70: Bespoke rendering for NM Freemason; ideas after Barker (1992), Kahneman & Tversky (1979), Kübler-Ross (1969), and Vygotsky/Senninger zone-of-proximal-development tradition
• Chapter 71: Bespoke rendering for NM Freemason; ideas after Kotter, Leading Change (1996/2012)
• Chapter 72: Bespoke rendering for NM Freemason; ideas after Heath & Heath, Switch (2010), Haidt The Happiness Hypothesis (2006), and Bridges Managing Transitions (1991/2017)
• Chapter 73: Bespoke rendering for NM Freemason; ideas after Kotter (1996) Steps 6-7, Collins Good to Great (2001) on the flywheel, and Maxwell Laws 16 & 17
• Chapter 74: Bespoke rendering for NM Freemason; ideas after Schein Organizational Culture and Leadership (1985/2017), Kotter Step 8, Maxwell Laws 8/18/21, and the Craft's published broken-column legacy symbol
• Chapter 01: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 02: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 03: Public-domain symbols; rendering bespoke for NM Freemason
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• Chapter 07: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 08: Public-domain symbols; rendering bespoke for NM Freemason
• Chapter 09: Public-domain symbols; rendering bespoke for NM Freemason

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