1 introducing true catholic development to your parish, school, diocese presented by the institute...

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INTRODUCING TRUE CATHOLIC DEVELOPMENT

TO YOUR PARISH, SCHOOL, DIOCESE

Presented by the

Institute of School and Parish Development

ISPD WebinarISPD WebinarJune 9, 2009June 9, 2009

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TODAY’S AGENDATODAY’S AGENDA

Understanding True Catholic Understanding True Catholic DevelopmentDevelopment

““Publics” Who Need to Understand Publics” Who Need to Understand Catholic DevelopmentCatholic Development

Barriers to Break Down/Mistakes to Barriers to Break Down/Mistakes to AvoidAvoid

Using Correct Development LanguageUsing Correct Development Language Communication VehiclesCommunication Vehicles

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TODAY’S AGENDATODAY’S AGENDA

Sample Presentation Sample Presentation

• 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 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

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ISPD HISTORY AND BACKGROUND

• Our Mission: To Bring People, To Bring People, Process and Ministry Together to Process and Ministry Together to Build the Kingdom of God.Build the Kingdom of God.

• ISPD works with over 250 Catholic parishes and schools each year through consulting, workshops, etc.

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FOCUS AREA # 1

Understanding True Catholic Development

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DEFINITION OF DEVELOPMENT

• Development is…Development is…

the meaningful involvement of people the meaningful involvement of people

in your mission and vision in your mission and vision

for the future.for the future.

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PEBBLE IN THE POND THEORY

• 11stst Ripple: Ripple: The 75-100 people that The 75-100 people that are always with you.are always with you.

• 22ndnd Ripple: Ripple: 100 or more people that 100 or more people that would love to get involved but they would love to get involved but they don’t because of one basic reason:don’t because of one basic reason: no one invites them – personally.no one invites them – personally.

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PEBBLE IN THE POND THEORY

• 3rd Ripple: Another 100+ people who would like to get involved but we don’t know them.

• 4th Ripple: Many more people who Many more people who would like to get involved, but we would like to get involved, but we don’t know their gifts, talents, don’t know their gifts, talents, resources, interests or connections.resources, interests or connections.

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ISPD’S SEVEN-I APPROACH

Identify

7Is7IsInform

Invite

InvolveImplement

Invest

Improve

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THREE KEY WORDS

PEOPLEPEOPLE

PROCESS PROCESS

MINISTRYMINISTRY

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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!

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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

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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.

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FOCUS AREA #2

“Publics” Who Need to Understand Catholic

Development

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Development• Bishops

• Pastors

• Principals

• Pastoral/Parish Council members

• Finance Committee members

• School Board/Advisory Councils

• Parish Staffs

• School Faculty and Staff

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Development

• Superintendents and Associate Superintendents

• Diocesan Development and Stewardship Directors

• Ministry leaders

• Alumni leaders

• Parent leaders

• Student leaders

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Barriers to Break Down and Mistakes to Avoid

FOCUS AREA #3

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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.

BARRIERS TO BREAK DOWNFUND-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.

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Programs/Projects• Bingo• Raffle Calendar Sales• Golf Tournaments• Silent Auctions• Candy drives• Car washes• Fairs and Festivals• Christmas wrapping

paper sales• Walka-bika-washathons


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


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”


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

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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.”

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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.

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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.

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Using the Correct Development Language

FOCUS AREA #4

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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.

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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.”

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“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?

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“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.”

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“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.

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“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”

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Communication Vehicles

FOCUS AREA #5

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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)

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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

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Large group• Principal meetings• School assemblies• Back to School Nights• Convocations• Receptions

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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

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COMMUNICATION VEHICLES• Direct Mail

Personal letters Newsletters Annual Reports Brochures

• Postings/handouts Flyers Announcements

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FOCUS AREA #6

Sample Presentation to Introduce Catholic

Development

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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 21st 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!

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• 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.

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• 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.

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• 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?

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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?

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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.

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• 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.

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• 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

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New Parishioner Welcome Annual Fund Enrollment Management Public Relations and Marketing Fund-Raising Events Alumni enhancement Total Stewardship Parishioner Greeting and Hospitality Community Outreach

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• 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 21st century.

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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 22n

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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

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• 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

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• 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

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QUESTIONS AND ANSWERS

1 introducing true catholic development to your parish, school, diocese presented by the institute...

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