1. Strategic Management & Development Program 2009-2013 Office of Catholic Education Office of Stewardship & Development Catholic School Management, Inc.

2. The SMDP Project The Strategic Management and Development Project for Selected Elementary Schools began in the Archdiocese with a strategic planning seminar on August 25, 2009 Forty schools invited, 26 applied, 16 chosen – Enrollment needs – Status and capacity to successfully complete project 5/31/20112

3. The SMDP Project Funded jointly by the schools and a 50/50 matching grant from the Legacy for Our Mission campaign 4-year intensive consulting program with Catholic School Management, Inc. (CSM) Designed to increase the ability of the school community to market the school for image, enrollment and resources in an increasingly competitive environment and a challenging economy A similar project was completed successfully with 6 interparochial high schools between 1993 and 1997 5/31/20113

4. The SMDP Project “The project involves pastors, administrators, teachers, school commission members and parents working together on a preferred future for their school” 5/31/20114

5. The SMDP Project Seminars held each year on focus for the year CSM Consultants hold tracking meetings at each school about every 6 weeks (6 times a year) to provide guidance and to record progress of local committees (with written follow-up) CSM is accompanied on each visit by staff liaisons from the Office of Catholic Education or Office of Stewardship and Development CSM gives formal mid-year and end-year reports to OCE/OSD 5/31/20115

6. The SMDP Project St. Anthony, Clarksville Seton Schools (2), Richmond Holy Family, New Albany Nativity, Indianapolis Prince of Peace Schools (2), Madison Holy Name, Beech Grove St. Rose of Lima, Franklin St. Charles, Bloomington Holy Spirit, Indianapolis St. Joan of Arc, Indianapolis St. Therese Little Flower, Indianapolis St. Christopher, Speedway St. Lawrence, Indianapolis St. Vincent DePaul, Bedford Our Lady of Lourdes, Indianapolis 5/31/20116 The 17 schools now involved in the Project are:

7. SMDP Objectives Year 1 Seminars 1 & 2 Strategic Plan and Enrollment Develop foundational documents: Mission, Philosophy, Vision, Profile of the Grad at Grad Begin strategic planning process in conjunction with required school improvement process Begin comprehensive enrollment management programs: Market research, recruitment, admissions, retention, justification of purchase decision, parent satisfaction survey 5/31/20117

8. SMDP Objectives Year 2 Seminar 3, Comprehensive Communication Initiate comprehensive communication plan: Case statement, newsletters, electronic communication, website, annual report, etc. Continue to review/implement strategic plan Continue enrollment management strategies SMDP Objectives 5/31/20118

9. SMDP Objectives Year 3 Seminar 4, Elementary Annual Fund Establish annual development objectives: Annual fund plan, record-keeping, gift processing, etc. Continue to review/implement strategic plan Continue to implement enrollment management strategies; write a formal enrollment plan Continue to maintain comprehensive communication plan and strategies 5/31/20119

10. SMDP Objectives Year 4 Seminar 5, Elementary Planned Giving Program Establish annual development objectives: Design planned giving plan, enhance annual giving, etc. Continue to implement enrollment management plan and strategies Continue to maintain comprehensive communication plan and strategies Renew the strategic plan for the next 3 years 5/31/201110

11. Outcomes of SMDP Processes Formalized planning processes in place Greater involvement of people in the life/mission of the school Stronger School Commission committee structure to sustain comprehensive development and enrollment programs Increased ability of the school community to market the school for image, enrollment and resources – to determine own future Better communication strategies (including electronic) Strengthened enrollment Comprehensive development program in place: – Annual fund – Planned giving Return on investment approximately 6 times the initial investment 5/31/201111

12. Strategic Management & Development Program 2009-2013 Office of Catholic Education Office of Stewardship & Development Catholic School Management, Inc.