1. 1 INTRODUCING TRUE CATHOLIC DEVELOPMENT TO YOUR PARISH, SCHOOL, DIOCESE Presented by the Institute of School and Parish Development ISPD Webinar June 9, 2009

2. 2 TODAY’S AGENDA Understanding True Catholic Development Understanding True Catholic Development “Publics” Who Need to Understand Catholic Development “Publics” Who Need to Understand Catholic Development Barriers to Break Down/Mistakes to Avoid Barriers to Break Down/Mistakes to Avoid Using Correct Development Language Using Correct Development Language Communication Vehicles Communication Vehicles

3. 3 TODAY’S AGENDA Sample Presentation Sample Presentation

4. 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 4  PRESENTER and COMPANY

5. ISPD Website: www.ispd.com ISPD General E-Mail: ispd@catholicdev.com Frank Donaldson’s E-Mail: ispd@aol.com ISPD Phone Number: 1-800-299-2393 5  PRESENTER and COMPANY

6. 6 ISPD HISTORY AND BACKGROUND To Bring People, Process and Ministry Together to Build the Kingdom of God.Our Mission: To Bring People, Process and Ministry Together to Build the Kingdom of God. ISPD works with over 250 Catholic parishes and schools each year through consulting, workshops, etc.

7. 7 FOCUS AREA # 1 Understanding True Catholic Development

8. 8 DEFINITION OF DEVELOPMENT Development is…Development is… the meaningful involvement of people in your mission and vision the meaningful involvement of people in your mission and vision for the future.

9. 9 PEBBLE IN THE POND THEORY 1 st Ripple: The 75-100 people that are always with you.1 st Ripple: The 75-100 people that are always with you. 2 nd Ripple: 100 or more people that would love to get involved but they don’t because of one basic reason: no one invites them – personally.2 nd Ripple: 100 or more people that would love to get involved but they don’t because of one basic reason: no one invites them – personally.

10. 10 PEBBLE IN THE POND THEORY 3 rd Ripple: Another 100+ people who would like to get involved but we don’t know them. Many more people who would like to get involved, but we don’t know their gifts, talents, resources, interests or connections.4 th Ripple: Many more people who would like to get involved, but we don’t know their gifts, talents, resources, interests or connections.

11. 11 ISPD’S SEVEN-I APPROACH Identify 7Is Inform Invite InvolveImplement Invest Improve

12. 12 THREE KEY WORDS PEOPLEPROCESSMINISTRY

13. 13 PEOPLE Development is all about people! Focus on inviting and involving people, and your Development efforts will come alive. Measurement for Success: 100 NEW People each year!

14. 14 PROCESS The most successful Development efforts are grounded in clear and proven processes that are built around as many people as possible. Quality efforts with clear objectives, training, recognition and celebration Mission-driven

15. 15 MINISTRY Development must be seen and approached as a true ministry to move the mission and vision forward. Our Development efforts must be anchored in Christ.

16. 16 FOCUS AREA #2 “Publics” Who Need to Understand Catholic Development

17. 17 “Publics” Who Need to Understand Catholic Development Bishops Pastors Principals Pastoral/Parish Council members Finance Committee members School Board/Advisory Councils Parish Staffs School Faculty and Staff

18. 18 “Publics” Who Need to Understand Catholic Development Superintendents and Associate Superintendents Diocesan Development and Stewardship Directors Ministry leaders Alumni leaders Parent leaders Student leaders

19. 19 Barriers to Break Down and Mistakes to Avoid FOCUS AREA #3

20. 20 BARRIERS TO BREAK DOWN 1.There is a vast difference between true Catholic Development and Fund-Raising. Unfortunately, many people do not understand the difference.

21. BARRIERS TO BREAK DOWN FUND-RAISING Basic Approach/Concept Panic reaction to negative deficits “Poor pitiful me” Crisis oriented Project oriented – year to year Temporary solutions Limited goals—short range Stopgap measures Hit and Miss CATHOLIC DEVELOPMENT Basic Approach/Concept Commitment of leaders Complete integrity Principal concern is quality. Good business management Long-Range, Strategic Planning PR and Communications are prerequisites. Invites people to consider their “gifts” Mission and vision are clear. 21

22. BARRIERS TO BREAK DOWN FUND-RAISING Programs/Projects Bingo Raffle Calendar Sales Golf Tournaments Silent Auctions Candy drives Car washes Fairs and Festivals Christmas wrapping paper sales Walka-bika-washathons CATHOLIC DEVELOPMENT Programs/Projects/Processes Total Stewardship Long-Range Planning Annual Fund Capital Campaign Strategic Plan for Dev. Core Team concept Team building Constituent input Grant writing Planned Giving 22

23. BARRIERS TO BREAK DOWN FUND-RAISING Results Recurring $$$ crisis Working one year at a time High volunteer turnover Changes made for change sake Continued negotiation from position of weakness Continue to use “help”, “need”, “poor”, “assist” CATHOLIC DEVELOPMENT Results Working from projected plan that advances institution People willing to invest their gifts Positive attitudes – “We can” mentality Problems looked upon as challenges. Transparent finances Happy “customers” Many reports of success 23

24. 24 BARRIERS TO BREAK DOWN 2.Many Catholic institutions begin and continue the development efforts for all the wrong reasons, and they end up “nickel and diming” people. 3.There is no written Strategic Plan for true Catholic Development. 4.The development efforts are not built around “people fuel.”

25. 25 BARRIERS TO BREAK DOWN 5.Many Catholic institutions continue to invite the same people over and over again. 6.It is important to understand that true Catholic Development takes 2-4 years to organize and implement. 7.Many “drives,” “appeals,” and “campaigns” are all built around $$$ goals and not people goals too.

26. 26 BARRIERS TO BREAK DOWN 8.In order for development to really work, the leaders must get out and visit and speak with people and not hide behind e-mail and direct mail. 9.The leaders must step forward and let people know they are behind the development efforts 100%. 10. Catholic Development is vastly different than non-profit fund- raising.

27. 27 Using the Correct Development Language FOCUS AREA #4

28. 28 USING THE CORRECT DEVELOPMENT LANGUAGE  Please understand, we (Catholic dioceses, parishes and schools) do not share a common language of what the words “development” and “stewardship” really mean. There is much confusion across the country.  ISPD continues to take the lead in everything we do to establish a language that is understandable and geared toward people becoming engaged, growing as stewards and sharing their gifts.

29. 29 USING THE CORRECT DEVELOPMENT LANGUAGE  “Catholic Development,” “People Engagement,” and “Total Stewardship” have at their core the goal of inviting people to consider their role as a steward for life.  “Belonging leads to believing.”  “Development is the meaningful involvement of people in your mission and vision for the future.”

30. 30 USING THE CORRECT DEVELOPMENT LANGUAGE  “Invite” rather than “ask.”  “Invest” rather than “give.”  Invite the gifts rather than “give me your money.”  Remember the many gifts that people could possibly share – prayer, expertise, time, financial resources, connections, skills and more.  How many people did we involve as much as how much $$ did we raise?

31. 31 USING THE CORRECT DEVELOPMENT LANGUAGE  “We invite you to consider the gifts you may wish to share” rather than, “Can you make a contribution or “write/cut us a check.”  Don’t “tap” someone for $$$. Catholic Development is not an induction ceremony.  Please do not “hit someone up” for money.  This is our development officer rather than, “He is in charge of fund-raising.”

32. 32 USING THE CORRECT DEVELOPMENT LANGUAGE  “We will create our vision and plans for the future by inviting your input,” rather than, “This is what some school leaders have decided.”  “Our overall goal is to build our Faith Community to be even stronger than it is.”  We must talk with the “customer.”  Catholic Development is inclusive and not exclusive.

33. 33 USING THE CORRECT DEVELOPMENT LANGUAGE  “That will never work here.” “We’re different.” “We tried that once; it didn’t work then and won’t work now.” These are all statements that will stall most Catholic Development creativity.  Remember the 60-40 rule when inviting people to become involved. Invite 60% who are new to your Catholic institution, and 40% who are already involved.  “Process” rather than “program”

34. 34 Communication Vehicles FOCUS AREA #5

35. 35 COMMUNICATION VEHICLES Person to Person/”Eyeball to Eyeball” (Most effective: 45% - 55%) Phone Outreach (Effective: 15% - 18%) Web Site and E-mail (Somewhat effective: 12% - 15%) Direct Mail (Least effective: 5% - 8%) Postings/handouts (Mostly Ineffective)

36. 36 COMMUNICATION VEHICLES Person to Person/”Eyeball to Eyeball”  One on one Cup of coffee Luncheon/breakfast meeting On site meeting Appointment at office  Small group Board/Council/Committee meetings Faculty and staff meetings Input Sessions  Large group Mass presentations Town Hall meetings

37. 37 COMMUNICATION VEHICLES Person to Person/”Eyeball to Eyeball”  Large group Principal meetings School assemblies Back to School Nights Convocations Receptions

38. 38 COMMUNICATION VEHICLES Phone Outreach  Phone Invitations  Phone Surveys  Webinars  Go to Meeting Web Site and E-mail  Surveys and questionnaires  Interactive invitations for gifts  Development buttons for education and information

39. 39 COMMUNICATION VEHICLES Direct Mail  Personal letters  Newsletters  Annual Reports  Brochures Postings/handouts  Flyers  Announcements

40. 40 FOCUS AREA #6 Sample Presentation to Introduce Catholic Development

41. 41 SAMPLE PRESENTATION BY A CATHOLIC LEADER This is an exciting time in the history of our (parish/school/diocese). As we approach the end of the first decade of the 21 st century, we find that while there are many areas, programs, and ministries that are working well, we also have many opportunities to improve as we move into the future. What a wonderful opportunity for positive change!

42. 42 SAMPLE PRESENTATION BY A CATHOLIC LEADER We would like to announce the beginning of a new process, a new shift in our culture, and possibly a unique way of thinking here at (name of school, parish, diocese). Over the next number of months, parish and school leaders will be introducing and implementing a new, vibrant Catholic Development effort that will seek to invite, involve and engage people throughout our faith community.

43. 43 SAMPLE PRESENTATION BY A CATHOLIC LEADER In a way, we look upon this as a new beginning, a renaissance, where we will build upon the strengths of the past and the initiatives of the present. As we move forward, we will be guided by two themes: 1. Every step of the way, we will seek to meaningfully invite and involve you as we create dynamic plans for the future; and, 2. We will invite you to help us reach out to hundreds in order to build a stronger faith community.

44. 44 SAMPLE PRESENTATION BY A CATHOLIC LEADER The first step we will take will be to create a Development Core Team of 15-18 parish and school leaders that will move these new efforts forward. One of their first action items will be to assess our Catholic Development, Total Stewardship and/or People Engagement efforts in our parish and school. They will look at certain areas such as:  Are we a warm and welcoming faith community?

45. 45 SAMPLE PRESENTATION BY A CATHOLIC LEADER  How well do we communicate with each other?  How effective is our leadership?  Do we reach out and seek input from our parish and school families?  Are we concerned about building a stronger faith community or do we just want to remain “status quo”?  Do we equally invite the gifts of prayer, involvement and financial participation?  Do our families get the opportunity to do what they do best?

46. 46 SAMPLE PRESENTATION  Do the leaders here take a genuine interest in others?  How effective is our web site?  How many of our families are actively involved in our parish and school?  Do we have a plan for the future?  Are we ready to “raise the bar” and move to new heights? These and other areas will be assessed first by our Core Team. As part of this Assessment, we will also turn to you – as parishioners, as parents.

47. 47 SAMPLE PRESENTATION BY A CATHOLIC LEADER All of you will be invited to share your thoughts and ideas in a parish and school wide survey. We will randomly invite some of you to input sessions in order to seek your opinions. Based upon all of this input, we will create a written Strategic Plan for Catholic Development and Total Stewardship. Many of you will be invited for input.

48. 48 SAMPLE PRESENTATION BY A CATHOLIC LEADER With our plan in place, we will also invite people to serve on implementation teams where we will seek to move certain initiatives forward. A major goal behind all of this is to advance our school/parish/diocese in many areas:  Strategic Planning  Communication  People involvement

49. 49 SAMPLE PRESENTATION BY A CATHOLIC LEADER  New Parishioner Welcome  Annual Fund  Enrollment Management  Public Relations and Marketing  Fund-Raising Events  Alumni enhancement  Total Stewardship  Parishioner Greeting and Hospitality  Community Outreach

50. 50 SAMPLE PRESENTATION BY A CATHOLIC LEADER Our new approach to developing and advancing our parish/school/diocese cannot be done by 1-2-3 people. This effort will take the work, wisdom and gifts of many. We invite you to consider what role you will play as we gear up to advance this institution into the second decade of the 21 st century.

51. 51 ISPD RESOURCES Past newsletters from ISPD “Ripples in the Pond” CD Six videos (DVD) on Catholic Development Processes 2009 – 2010 Webinar Series  12 different topics  1 hour in length with Q&A at the end  Power Point made available  $39.00 per Webinar  Can be ordered from ISPD Website (www.ispd.com) beginning Monday, June 22 nwww.ispd.com

52. 52 2009-2010 ISPD WEBINARS July 2009: Understanding True Catholic Development August 2009: Role of the Pastor and Principal in Catholic Development September 2009: The Value of the Development Core Team October 2009: Organizing and Implementing the Annual Fund November 2009: Enrollment Management: Increasing and Retaining Students

53. 53 2009-2010 ISPD WEBINARS December 2009: 25 Ways to Engage More People into the Life of Your Catholic Institution January 2010: Organizing and Implementing the Total Stewardship Process February 2010: How to Invite the Gifts March 2010: Getting Ready for a Capital Campaign

54. 54 2009-2010 ISPD WEBINARS April 2010: Integrating Total Quality and “Customer Service” into Your Catholic Development Efforts May 2010: Building Strong Alumni Support for Your Catholic Institution June 2010: How to Effectively Host Input Sessions/Town Hall Meetings

55. 55 QUESTIONS AND ANSWERS