EVALUATIING AND ASSESSING YOUR CATHOLIC DEVELOPMENT EFFORTS 1 ISPD WEBINAR May 18, 2009 Presented by: The Institute of School & Parish Development (ISPD)

EVALUATIING AND ASSESSING EVALUATIING AND ASSESSING

YOUR CATHOLIC DEVELOPMENT YOUR CATHOLIC DEVELOPMENT

EFFORTSEFFORTS

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ISPD WEBINARISPD WEBINARMay 18, 2009May 18, 2009

Presented by:Presented by:The Institute of School & Parish Development (ISPD)The Institute of School & Parish Development (ISPD)1-800-299-2393/www.ispd.com/[email protected]/www.ispd.com/[email protected]

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AGENDAAGENDA

I.I. Introduction and BackgroundIntroduction and BackgroundII.II. Backdrop of UnderstandingBackdrop of UnderstandingIII.III. Different Ways of Assessing/EvaluatingDifferent Ways of Assessing/EvaluatingIV.IV. Areas of EvaluationAreas of EvaluationV.V. Individual InputIndividual InputVI.VI. Addressing the Results of the Addressing the Results of the

EvaluationEvaluationVII.VII. Goals and PrioritiesGoals and PrioritiesVIII.VIII. Q & AQ & A

• Frank Donaldson, President of ISPD• ISPD: National, Catholic Development Consulting Firm

headquartered in New Orleans, LA• 20 years in business• Works exclusively with Catholic schools, parishes and

dioceses throughout the country• Services include, but not limited to: Long-Range

Planning, Capital Campaigns, Total Stewardship, Engaging More People into the Life of Your Parish,Development Assessments, Feasibility Studies 3

PRESENTER and COMPANYPRESENTER and COMPANY

• ISPD Website: www.ispd.com• ISPD General E-Mail: [email protected]• Frank Donaldson’s E-Mail: [email protected]• ISPD Phone Number: 1-800-299-2393

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PRESENTER and COMPANYPRESENTER and COMPANY

• True Catholic Development is about the meaningful involvement of people in your mission and vision for the future.

• Belonging Leads to Believing.• With Catholic Development, we are talking about

the development of your Catholic institution.• With Catholic Development, the major focus is to

develop the many resources and gifts that your Catholic institution has available.

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BACKDROP OF UNDERSTANDINGBACKDROP OF UNDERSTANDING

• For this Webinar, when we use the words “Catholic Development”, we are referring to people engagement, total stewardship, and institutional advancement. All of these terms, properly understood, deal with developing and advancing a Catholic institution through the involvement and engagement of people – calling on them to share their many gifts of Prayer, Involvement, Expertise, Wisdom, and Financial Participation.

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• In evaluating and assessing your Catholic Development efforts, we are assuming the following:• You have a group of people who are working on your

development efforts – paid and/or unpaid.• Your leaders (pastor, principal, president, boards,

councils) have a basic understanding of what Catholic Development is and what it is not.

• Your evaluation efforts will be positioned from the standpoint of continuous improvement.

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• In evaluating and assessing your Catholic Development efforts, we are assuming the following:• Many of you have one person offices as well as multiple

person offices.• Out of the 30 areas we will be looking at, there will be

those that some of you have not gotten to.• You will use this evaluation process as a way to learn

and grow and not as negative criticism.

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• Outside Objective Evaluation• Evaluation by a governance/advisory board or

council or committee• Pastor/Principal/President Evaluation• Development (Advancement, Stewardship, People

Engagement) Team Evaluation• Core Team Evaluation• Core Group Evaluation

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DIFFERENT PEOPLE WHO EVALUATEDIFFERENT PEOPLE WHO EVALUATE

• Outside Objective Evaluation• Interviews• Review of materials• Meetings with outside counsel• Binder of questions• Final Assessment Report• 30-45 days

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DIFFERENT WAYS TO EVALUATEDIFFERENT WAYS TO EVALUATE

• Interview(s)/meeting(s) with people responsible• Pastor, principal, president• Those working in Catholic Development• Usually an open discussion of what went well and what

can be improved• SWOT Analysis by Group Discussion• Present Strengths• Present Weaknesses• Future Opportunities• Future Threats

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• ISPD SELF-EVALUATION• 30 Areas to Assess• Scoring with a 0, 1, 2, 3, or NA• Possible Score for each Area of Evaluation and Total

Score for each Area• Comment section built in• Done individually first and then meet together as a

group to come up with group answer• Individual Sheet filled out after completing the Group

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• ISPD SELF-EVALUATION• Using the group scores and the individual sheets to set

up goals and priorities for the next year• Coming out of the evaluation process with the following

results:• Affirmation of what you are doing well• Areas of improvement and what to do• Areas that need addressing for the first time• Setting goals and priorities• Making sure your “Game Plan” is ready for the next year

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• 30 Areas of Evaluation• Best done individually and then meet as a group to

discuss findings & agree upon a score for each area• Score the statements with a 0, 1, 2, 3 or NA.• The numbers have the following meaning:• 0: False or no accomplishment from July 1, 2008 – June 30, 2009• 1: Somewhat true/somewhat false – minimal accomplishment• 2: True: average accomplishment – met basic expectations• 3: Very True – outstanding accomplishment • NA: Not Applicable 14

AREAS OF EVALUATIONAREAS OF EVALUATION

1. ___ Those working in Catholic Development meet on a regular basis and are able to end this year with a good sense of accomplishment.

2. ___ There is a sense of “team” behind the Catholic Development efforts this year.

3. ___ Meetings are organized, regular, well facilitated and agendas drive the discussion.

4. ___ The Team is clear on their mission, goals and priorities for the year.

5. ___ The principal/pastor/president serve the team well as a mentor, resource, and point person when needed.

6. ___ The person in charge of development serves the Team well as an organizer, motivator and facilitator.

POSSIBLE SCORE: _____TOTAL SCORE: _____COMMENTS: 15

1. Team Dynamics1. Team Dynamics

1. ___ With those working in Catholic Development, job descriptions are clear and there is little confusion as to who does what.

2. ___ Privacy and confidentiality are respected by all people working with the Catholic Development efforts.

3. ___ Those working in Catholic Development have the necessary equipment, materials, and supplies that are needed to operate a successful effort.

4. ___ Weekly/monthly/annual goals are set, discussed and celebrated.

5. ___ There is adequate physical space for the development effort.6. ___ There are regularly scheduled meetings to discuss the

challenges and action plans .


2. Day to Day Operations2. Day to Day Operations

1. ___ There are regularly scheduled meetings with the people in charge of the Catholic Development efforts.

2. ___ The Pastor, Principal and/or President play an active role in the implementation and success of the Catholic Development efforts.

3. ___ The Pastor, Principal and/or President see development as an on-going process of developing the many resources of the parish and school.

4. ___ The Pastor, Principal and/or President are the public voice of the development effort.

5. ___ The Pastor, Principal and/or President play an active role in personally inviting people to join the development effort.

POSSIBLE SCORE: _____TOTAL SCORE: _____COMMENTS:

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3. Role of the Pastor, Principal, President3. Role of the Pastor, Principal, President

1. ___ There is a Core Team that continues to serve as a vital component to the Catholic Development efforts.

2. ___ Members of the Core Team are committed, engaged, and attend meetings on a regular basis.

3. ___ The Core Team members represent many different groups, ministries and/or organizations of the parish and/or school.

4. ___ The Core Team members see themselves as “roll up your sleeve” workers and not “back seat drivers.”

5. ___ The Core Team members are helping implement the priorities of the Development Action Plan.

6. ___ The Core Team members understand Catholic Development and have been educated on the value of “people fuel.”


4. The Core Team4. The Core Team

1. ___ Those working in Catholic Development are able to communicate well with the faculty/staff and/or the parish staff about the Team’s activities.

2. ___ The Team is able to communicate with parish and school leaders (parish council, ministry leaders, advisory councils and boards) about the Team’s activities.

3. ___ The Team is able to communicate well with the students.4. ___ The Team is able to communicate well with the alumni.5. ___ The Team is able to communicate well with parishioners.6. ___ The Team is able to communicate well with parents.7. ___ The Team has the opportunity to do some education about

Catholic Development with the above groups.


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5. Internal Communication and Rapport5. Internal Communication and Rapport

1. ___ There is a written Strategic Plan for Development that is guiding the Catholic Development efforts at your parish and/or school.

2. ___ This written Strategic Plan for Development has been created through the involvement of people – parish leaders, school leaders, alumni, parishioners, etc.

3. ___ This written Plan has priorities, goals, timeline and persons responsible.

4. ___ The Core Team is working with those in charge of development in terms of implementation.

5. ___ This Plan is being reviewed and updated on a monthly basis.


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6. The Written Development Plan6. The Written Development Plan

1. ___ The parish and/or school continues to invite and involve over 100 new people to the Catholic Development effort each year.

2. ___ An excellent amount of time is being spent visiting with people “eyeball to eyeball” on a consistent (daily and weekly) basis.

3. ___ There is an on-going people identification process in place.4. ___ Parish and school leaders (Pastor, Principal, President, Parish

Council, School Advisory Council, development committees, Core Team) are making approximately 3-5 personal visits to new parish families, present school families, alumni, prospective financial leaders, new surfacing leaders) each month.

5. ___ There is an organized, electronic and paper tracking system in place for all key publics of the parish and/or school.


7. Identification & Engagement of People7. Identification & Engagement of People

1. ___ There is an organized, written public relations and image building plan in place for the parish and/or school. (This may be a component of the Strategic Plan for Development).

2. ___ Parish and school leaders are constantly being educated on their role as a “public relations agent.”

3. ___ The image of the parish and/or school in the community is excellent.

4. ___ The image of the parish and/or school with feeder sources is excellent and constantly being improved.

5. ___ The value of the parish and/or school is known by the majority of the parishioners, parents, alumni, staff and students.

6. ___ The verbal and visual image (brand) of the parish and/or school is clear to all internal publics and is being promoted.


8. Public Relations and Image Building8. Public Relations and Image Building

1. ___ Parish and/or school publications project a positive, clear and consistent message about the parish and/or school – its mission, message and brand.

2. ___ Publications are completed and distributed in a timely manner.3. ___ The quality of the publications projects the kind of image that

the parish and/or school wants to project.4. ___ The publications for the parish and/or school did undergo or

will undergo an evaluation process before the end of the fiscal year.5. ___ The web site is used as a major communication vehicle for the

parish and/or school.6. ___ The web site is interactive and invites people to fill in forms,

request information, and sign up for various activities.POSSIBLE SCORE: _____TOTAL SCORE: _____COMMENTS:

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9. Publications and Web Site9. Publications and Web Site

7. ___ People can offer financial gifts on the web site.8. ___ The web site is monitored and updated on a daily basis.9. ___ Information requested from the web site is responded to in a

timely manner.10. ___ The web site is evaluated on a consistent basis by people who

have expertise in that field of work.11. ___ The web site is strong enough to do such things as stream

videos and handle payments to the Annual Fund, Stewardship of Finance, gifts to the Capital Campaign, etc.

12. ___ The web site is being positioned as a powerful “tool in the toolbox” for the future Catholic Development efforts.


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9. Publications and Web Site9. Publications and Web Site

1. ___ The enrollment management efforts this school year are going to bring the desired number of students into the school for the next year.

2. ___ The enrollment management activities are organized and are producing results not only for this coming year but future ones.

3. ___ The majority of the enrollment management activities center around personal attention.

4. ___ The Core Team, students, parents, faculty and staff of the school are involved in this effort.

5. ___ The admissions process allows for a win-win partnership to be established at the beginning of the relationship.

6. ___ The Open House was a successful one this year.POSSIBLE SCORE: _____TOTAL SCORE: _____COMMENTS: 25

10. Enrollment Management10. Enrollment Management

1. ___ The school has an organized alumni effort in place – one that is working well.

2. ___ The school has organized some kind of class rep system.3. ___ The school has an alumni board or steering group in place.4. ___ The relationship between the alumni and the school is a good

one.5. ___ The alumni supports the school through various development $

$$ and fund-raising efforts.6. ___ The school is making strides in building relationships with out of

town alumni.7. ___ The alumni activities at school are well attended and people

seem to enjoy them.


11. Alumni Involvement11. Alumni Involvement

1. ___ The Annual Fund met its goals ($$$ and people) this year and was a success.

2. ___ The major gift component of the Annual Fund was a point of major emphasis.

3. ___ The number of people who gave gifts to the Annual Fund increased by 10% - 15% from this year (2008-09) to last year (07-08).

4. ___ There was a lot of personal “eyeball to eyeball” work.5. ___ The amount of people to lead the Annual Fund increased by

10% - 15% from last year.6. ___ Donors felt the goals and case were clear and compelling.7. ___ You invited Gifts of Prayer, Involvement and Finance.8. ___ The Annual Fund this year retained 90% - 95% of the donors

from last year.POSSIBLE SCORE: _____TOTAL SCORE: _____COMMENTS:

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12. Annual Fund 12. Annual Fund

1. ___ The parish and/or school has a Long-Range, Strategic Plan in place – a comprehensive one that was created through the involvement of hundreds of people.

2. ___ This Long-Range, Strategic Plan addressed all major areas of the parish and/or the school.

3. ___ There is a group of parish and/or school leaders who are responsible for the implementation of the LRP.

4. ___ Those working in Catholic Development are well aware of the Plan’s priorities, and they are able to articulate (in the written and spoken word) the value of this Plan to parish and/or school’s future.

5. ___ There is adequate communication to all publics on the progress of the Plan’s implementation.


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13. Long-Range Planning13. Long-Range Planning

1. ___ Those working in Catholic Development have a regular communication system in place to let the faculty/staff and parish staff know what is going on with the development efforts.

2. ___ Parish and school staff members are represented on the Core Team and with any of the planning teams that are put together.

3. ___ Parish and school staff members are consistently educated on the true meaning of Catholic Development.

4. ___ Parish and school staff members receive a monthly one page update from the “development office” about what is going on in development.

5. ___ Those working in Catholic Development take the time to meet personally with parish and school staff in order to understand what is going on in their areas.


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14. Role of the Parish and School Staff14. Role of the Parish and School Staff

1. ___ The Total Stewardship activities are built around a year long process of education and people engagement.

2. ___ The Total Stewardship efforts invite the Gifts of Prayer, Involvement and Financial Participation.

3. ___ You are not confusing your parish families with “stewardship” only being money but putting things like “Stewardship Collections” or “Stewardship Corner” in your bulletin and then having the amount of weekly collections in every bulletin.

4. ___ There is a written Total Stewardship plan in place, and it is being implemented by the Core Team or another group.

5. ___ The meaning of Total Stewardship is being introduced to every new family who joins the parish.


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15. Total Stewardship Activities15. Total Stewardship Activities

1. ___ The parish and/or school leaders understand the value of “pipelining” to the people.

2. ___ Regular, organized and objective vehicles are in place in order to seek input from parents, parishioners, faculty and staff, alumni and other key publics in the parish and/or school.

3. ___ The Catholic Development leaders of the parish and/or school host input sessions at least once per year for various constituent groups.

4. ___ The input that is collected is compiled and organized in such a way to make it valuable to future planning and action.

5. ___ Input (interviews, input sessions, surveys, questionnaires, flip chart sessions, parish assemblies, etc.) are seen as an excellent way to engage people into the life of the parish and/or school.


16. Seeking Input16. Seeking Input

1. ___ The parish and/or school has a Master Plan for Fund-Raising Events in place so there is an organized calendar that is sensitive to hosting one fund-raiser after another.

2. ___ The fund-raisers invite and involve new potential leaders for the parish and/or the school.

3. ___ The fund-raising events are enjoyable to those working and organizing as well as those attending.

4. ___ The parents, parishioners, and other publics do not feel that the parish and/or school is “nickel and diming” them to death.

5. ___ The fund-raising events raise good net dollars.6. ___ When applicable, the faculty and staff, parishioners, parents, alumni,

and others support the fund-raising events.7. ___ The parish and/or school conducts 2-4 major fund-raisers each year

and has gotten rid of many of the nickel and dime efforts.


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17. Special Event Fund-Raisers17. Special Event Fund-Raisers

1. ___ The Catholic Development efforts have an effective software package that is being used to keep track of all publics of the parish and/or school.

2. ___ The Catholic Development efforts effectively use e-mails as way to communicate, realizing that e-mail cannot take the place of person to person, relationship building.

3. ___ The Catholic Development efforts conduct on-line surveys with such programs as Survey Monkey and others.

4. ___ The Catholic Development efforts are able to handle preparing camera-ready items such as brochures and one page newsletters.

5. ___ People are able to give to your Catholic institution on-line.6. ___ The Catholic Development efforts are creating newsletters to various

constituent groups and e-mailing them out on a consistent basis.


18. Using Technology18. Using Technology

1. ___ The people working in Catholic Development understand the value of having the latest demographic data.

2. ___ The Catholic Development efforts are consistently gathering data in regards to baptisms, population trends, housing trends, zip code segmentations, information from the Chamber of Commerce, the diocese, real estate agencies, builders, and other sources.

3. ___ Your Catholic institution is paying close attention to what this data is telling you in terms of shifts in population, shifts in feeder source enrollment, etc.

4. ___ You are including people in your Catholic Development efforts who have expertise in County planning, statistical analysis, real estate trends, etc.

5. ___ Your Catholic institution is factoring this data into future planning.


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19. Demographic Data19. Demographic Data

1. ___ There is a culture of warmth and personal greeting that permeates your Catholic institution – one that begins with the leadership of the parish and/or school.

2. ___ There is a vibrant Welcoming Committee for your parish and/or school – one that welcomes new families with personal outreach. (Core Team members may chair this effort).

3. ___ There is a vibrant Greeters’ Ministry for your parish – one that greets all those who come to celebrate liturgy each weekend. (Core Team members may chair this effort).

4. ___ There is a written action plan in place that drives the welcoming and greeting efforts of the parish and/or school.

5. ___ Those working in Catholic Development understand the value of “customer service.”


20. Welcoming and Greeting20. Welcoming and Greeting

1. ___ The people working in your Catholic Development efforts have an organized list of businesses and others in your community.

2. ___ There is a consistent effort to communicate with these community members.

3. ___ Businesses in your community are not “hounded” by different groups, clubs and organizations from your parish and/or school asking them for money.

4. ___ The Catholic Development efforts are working hard to develop business partners.

5. ___ Those working in Catholic Development are able to clearly articulate the needs of the parish and/or school to those business and community leaders.


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21. Community Involvement21. Community Involvement

1. ___ The people working in your Catholic Development efforts understand that a capital campaign takes months of planning and people building before it is ever launched.

2. ___ The case for support of your capital campaign is strong, compelling, and shows a strong need.

3. ___ You are working to build a strong infrastructure of people who will chair the campaign, head up the various divisions of the campaign, and also serve as team members.

4. ___ Your capital campaign is an effort to reach out person to person and invite people to consider participating.

5. ___ Your capital campaign invites Gifts of Prayer, Gifts of Involvement and Gifts of Financial Participation.

6. ___ One of the main goals of your capital campaign is 75%+ participation of your key constituent groups.


22. Capital Campaign22. Capital Campaign

1. ___ Those working in your Catholic Development efforts have identified your Top 100+ which is a list of persons/families who are capable of considering a financial gift of $1,000+ in the Annual Fund.

2. ___ There is a consistent effort to personally communicate with and seek to involve many of these financial leaders.

3. ___ The Pastor, Principal, and/or President is aware of who these people are and works at building a climate of affirmation and appreciation.

4. ___ Any time there is a discussion of persons and/or families who may be considered financial leaders, it is done with utmost confidentiality and professionalism, with no one’s name ever mentioned publicly in a group of people.


23. Financial Leaders23. Financial Leaders

1. ___ In inviting people’s participation in the Annual Fund, the Capital Campaign, the Endowment Campaign, or other Development $$$ efforts, you are always inviting the three gifts of Prayer, Involvement and Finance.

2. ___ The Pastor, Principal and/or President is heavily involved in one on one visits to invite the gifts.

3. ___ A minimum of 50 “eyeball to eyeball” visits are made by those working with the Catholic Development efforts in your parish and/or school.

4. ___ Personal visitation and invitations to consider are seen as wonderful ways to invite input and build relationships.

5. ___ Those working in Catholic Development have been educated on what to say and what not to say in a one on one visit.


24. Inviting the Gifts24. Inviting the Gifts

1. ___ There is a Planned Giving process in place with an organized and written plan of action.

2. ___ There is a Planned Giving Committee of some kind who is leading the way. (Possibly headed up by a Core Team member)

3. ___ Those working in Catholic Development have excellent Planned Giving literature for distribution.

4. ___ There is a strong educational component built into the Planned Giving process.

5. ___ The parish and/or school has 2-3 Planned Giving experts (CPA, tax attorney, financial planner, etc.) who have volunteered their time and expertise.


25. Planned Giving25. Planned Giving

1. ___ There is an organized grant writing process in place.2. ___ Key local, state, regional and national foundations/corporations

have been identified for cultivation and submission of proposals.3. ___ One person, or a team of people, have been designated the

grant writer.4. ___ These people have received the necessary training and

education.5. ___ The parish and/or school has been successful this past year in

securing 2-3 grants or more.6. ___ The faculty and staff are directly involved in the process –

offering suggestions for grant requests.


26. Grant Writing26. Grant Writing

1. ___ There is an organized memorial gifts program in place for your parish and/or school.

2. ___ There is written material available for those who wish to read more about your memorial gifts program.

3. ___ There is an excellent recording and tracking system in place for those who do make memorial gifts.

4. ___ There is consistent education and invitation to all publics to make a memorial gift – when appropriate.

5. ___ When applicable, there are meaningful recognition vehicles in place for those who make memorial gifts.


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27. Memorial Giving27. Memorial Giving

1. ___ There is an effective endowment growth plan in place for the parish and/or school.

2. ___ The endowment (corpus) is being fueled each year with new money.

3. ___ There is coordination between the endowment efforts and the overall development efforts.

4. ___ Consideration is given to include a percentage of the capital campaign and/or annual fund to endowment growth.

5. ___ Consideration is also given to a campaign that is exclusively for endowment growth.

6. ___ It is clear what specific endowment programs are available and this is published for all to understand.


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28. Endowment Growth28. Endowment Growth

1. ___ Those working in Catholic Development are committed to on-going education by attending workshops, conferences, seminars, webinars, and other means of professional growth.

2. ___ Money is budgeted to allow for this to happen.3. ___ Professional growth is encouraged by the leaders of the parish

and/or the school.4. ___ The Pastor, Principal and/or President is also committed to

continue to learn both the art and the science of Catholic Development.

5. ___ Groups of people from your parish and/or school are encouraged to attend workshops, seminars, conferences, etc. together in order to learn as a team.


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29. On-Going Catholic Dev. Education29. On-Going Catholic Dev. Education

1. ___ Those working in Catholic Development understand the value of stepping back and looking at the big picture at least once a quarter – simply by asking Core Team members one question, “How are we doing so far this year?”

2. ___ The Pastor, Principal and/or President understands that those working in development should not be expected to keep “office hours” from 9-5.

3. ___ Because of evening and weekend work, down time is built into the schedules of those working in Catholic Development.

4. ___ Those working in Catholic Development build into the budget and the plan to get away overnight at least once per year for motivation and re-charging the battery.


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30. Re-Charging the Battery30. Re-Charging the Battery

After completing the assessment of the 30 areas as a group of people working with the Catholic Development efforts, it will be important for each individual to now fill in an Input Sheet. This sheet will allow individuals to use the information and scores from the group assessment as they answer the following questions:

In terms of your role and in your opinion, what were the areas that worked really well this year.

What areas need the most improvement? What overall changes would you suggest for next year? Specifically, what role(s) would you like to play – other than

what you have been doing – in the Catholic Development efforts for next year?

In your opinion, what is the single most important area upon which we need to focus on for next year?

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INDIVIDUAL INPUTINDIVIDUAL INPUT

As a team of people working with the Catholic Development efforts, two questions need to be answered and agreed upon by all members of the Team: What are the 10 major areas you would like to

affirm, based upon the work you did this past fiscal year?

What are the 10 major areas you would like to focus on and prioritize for the next fiscal year? (It is ok to have overlapping in these two areas).

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ADDRESSING THE RESULTSADDRESSING THE RESULTS

Based upon what you affirmed and what you decided to focus on, create the action steps that will bring those areas alive.

Goal # 1: To put an organized alumni effort in place for our Catholic school Priority Action Step A: Hand select 10-12 alums who

will serve for one year as the original Alumni Board. Priority Action Step B: Meet with the Alumni Board and

develop the alumni involvement activities for this coming year.

Priority Action Step C: Meet with this year’s seniors or 8th graders and work with them to plan a one year reunion this coming December during Christmas break.

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GOALS AND PRIORITIESGOALS AND PRIORITIES

Goal # 2: To invite, involve and engage 100 new people to the Catholic Development efforts Priority Action Step A: Host a series of Input Sessions

for parents and parishioners where over 250 families would be personally invited to attend one of nine sessions over three nights with each session lasting no more than 55 minutes.

Priority Action Step B: Identify and invite 30-40 people to be part of the Pastor/Principal/President Cabinet which will meet twice a year for lunch in order to help solve 2-3 challenges that the parish and/or school faces.

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GOALS AND PRIORITIESGOALS AND PRIORITIES

ISPD will host one more free Webinar in this fiscal year. It will be offered from 10:00 AM – 11:00 AM CENTRAL STANDARD TIME on Tuesday, June 9, 2009.

Topic: “Introducing True Catholic Development to Your Parish, School and/or Diocese”

Visit our web site at www.ispd.com to register. We will also be e-mailing you further information about

this Webinar.

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ISPD JUNE 9ISPD JUNE 9THTH WEBINAR WEBINAR

http://www.ispd.com/

Inviting the Gifts The Value of a Development Core Team The Role of the Pastor and/or Principal in Development Organizing the Annual Fund Implementing a Total Stewardship Process Enrollment Management: Increasing and Retaining

Students How to Effectively Host Input Sessions/Town Hall

Meetings Understanding True Catholic Development Getting Ready for a Capital Campaign

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July 2009 – June 2010 Webinar SeriesJuly 2009 – June 2010 Webinar Series

25 Ways to Engage More People into the Life of Your Catholic Institution

Hosting a Gift Reception Integrating Total Quality and “Customer Service” into Your

Catholic Development Efforts

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July 2009 – June 2010 Webinar SeriesJuly 2009 – June 2010 Webinar Series

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QUESTIONS AND SURVEYSQUESTIONS AND SURVEYS

QuestionsQuestions

Documents

EVALUATIING AND ASSESSING YOUR CATHOLIC DEVELOPMENT EFFORTS 1 ISPD WEBINAR May 18, 2009 Presented by: The Institute of School & Parish Development (ISPD)