1. Managing A Catholic Foundation in Transition
Salvatore Polizzotto
NCDC Conference and Exposition
September 29, 2017
San Diego, California

2. Change Is Inevitable

3. Change is Inevitable What should you expect? Key Transition Situations
Anything and Everything
Key Transition Situations
New Bishop
New Executive Director of the Foundation
Board Leadership Turnover
Change in Diocesan Key Leadership Positions
Moderator of the Curia
Vicar General
Chief Financial Officer
Key Foundation Staff
Financial Circumstances
Hopes, Dreams, Vision of a New Ordinary
New Vision for your Diocese

4. The Diocese of Tucson, Arizona
A Case Study

5. What can Change
Anything and Everything

6. Case Study: Diocese of Tucson
What should you expect?
Anything and Everything
Key Transition Situations
New Bishop
New Executive Director of the Foundation
Turnover of Board leadership
Change in Diocesan Key Leadership Positions
Chief Financial Officer
Key Foundation Staff
Financial Circumstances
Hopes, Dreams, Vision of a New Ordinary
New Vision for your Diocese

7. The Biggest Danger During Transition

8. The Biggest dangerS During Transition
Being in Limbo
No Anticipatory Plan

9. Coping With Your Situation

10. Action Steps Analysis/Self-Audit Seek Input from Your Current Ordinary
Engage Your Board of Directors in Transition Plans
Continue Working to Meet the Goals of Your Current Long Range Plan
Begin a Planning Process that anticipates what any new Bishop would want
Get Board Member Perspectives
Clearly Articulate Your Challenges to:
Diocesan Leaders
Presbyteral Council
Board Members
Key Donors
Bishop’s Advisory Councils

11. Action Steps Continued
Prepare a Written Report – Explain Everything
Be Ready to Flex
Get on the Bishop’s Agenda
Ask Bishop to Meet with Board to Review Issues And Priorities

12. Crystal Balling
Does your Diocese/Foundation/ fundraising program have a vision?
Do you have a case for support clearly articulated?
Everyone is anxious to meet him
Do you have a plan to on-board the Bishop
Who are you anxious to have Him Meet
Preparations – Events
Dialogue with your Top Donors

13. Do you have a plan for the New Bishop or are you waiting for the New Bishop to tell you what to do
Present an analysis of your work – and what is important for you to accomplish
Provide Evidence that
This needs to be done
What needs to be done
Your ability to do this
Your Board’s endorsement of your plan and what needs to be done

14. Start the new Bishop with…

15. Start the New Bishop with
Analysis
Vision for Fundraising
A Plan with Evidence of your Ability to Meet the Vision
Elicit the Support and Active Involvement of
Board Members
Major Donors
The Most Influential People of the Diocese
Community Leaders

16. Special Circumstances

17. Special Circumstances
Ask yourselves who are the people who are just dying to meet the bishop?
Who are the people who can help him accomplish what needs to be done?
Prepare a plan and strategy for the first 100 days
Who he meets
Get him on your train or you will be waiting for the bus home

18. Public Positioning: Marketing Your Leader

19. Public Positioning: Marketing Your Leader
Your Goal is to make the New Bishop to most engaged person in the Diocese
Provide List of People who can help him do whatever needs to be done
Get him out of the Pastoral Center

20. The day the Bishop retires, what accomplishments have You led him to Your role, Instrumental?
Ask Yourself This

21. In The End

22. In the End You are his guide in the galaxy
10 years from now he will be thank you for helping him succeed

23. The Golden Rule

24. The Golden Rule
It’s not what agenda I will pursue, it’s how well prepared are we to help him accomplish his agenda
How is that possible?
Anticipate what any new ordinary would want to accomplish.
Identify what you will need to do to help him accomplish his vision

25. Good Luck!