5-year strategic plan for st. michael's academy

7/28/2019 5-year strategic plan for St. Michael's Academy

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St. Michaels acadeMyI gni te and Achi eve Excell ence: 2017

Strategic Plan Details

1

Catholic Identity

Goal 1: Advance the mission of St. Michaels Academy as an active faith community of students, parents,

faculty and staff that promotes and exemplifies the mission and ministries of the Catholic faith.

Key Objective 1: Actively nurture and promote the understanding and awareness of the SMA mission.

Key Objective 2: Provide a continuously improving religious study program integrating faith, culture, and life.

Key Objective 3: Provide effective faith formation opportunities beyond the classroom.

Key Objective 4: Provide and promote opportunities for parents, faculty and staff involvement with student

activities relative to faith formation, social justice, and Christian service.

Key Objective 5: Build strong relationships with Greater Springfield, Wilbraham and East Longmeadow

Catholic parishes and parishioners to promote support for Catholic education and, in particular, for St.

Michaels Academy.


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Catholic Identity

2

Key Objective 1: Actively nurture and promote the understanding and awareness of the SMA mission.

Key Objective 2: Provide a continuously improving religious study program integrating faith, culture and life.

Strategy When? Person

responsible?

Evaluation

measure?

Budget?

1 Require ongoing professional development in Scripture and the

Catholic intellectual tradition for teachers to integrate in their teaching.

Ongoing Leadership Team

and committee

Strategy met TBD

2 Continue providing quality religious curriculum based on the teachings

of the Catholic Catechism and the United States Conference of Catholic

Bishops.


and committee

Strategy met TBD

3 Continue to integrate Catholic social justice teachings in the religious

studies curriculum and cross curricula where applicable.


and committee

Strategy met TBD


responsible?

Evaluation

measure?

Budget?

1 Rewrite the mission statement, making it concise and reflective of the

Academy's commitment to Catholic Identity and academic excellence.

Year 1 Leadership Team

and Board

Strategy Met N/A

2 Continue to teach the mission statement to all school community

members, make all decisions in light of it, and refer to it at appropriate

school functions.


and staff of the

Academy

Strategy Met N/A

3 Continue to display the mission statement conspicuously in all public

spaces in the school.


and staff

Strategy Met TBD

4 Distribute mission statement posters to the parishes for their public

spaces.

ASAP Leadership Team

and staff

Strategy Met TBD

5 Print the mission statement on appropriate official documents. ASAP Leadership Team Strategy Met Printing Costs

6 Review and renew commitment to the mission statement annually

with students, faculty & staff, and communicate the mission to all

constituencies.

Annually Leadership Team

and staff

Strategy Met N/A


3/31

Catholic Identity

3

Key Objective 3: Provide effective faith formation opportunities beyond the classroom.


responsible?

Evaluation

measure?

Budget?

1 Initiate an adopt-a priest program for each grade level, inviting clergy to visit

regularly, to nurture a strong connection between priests and SMA.


and faculty

Strategy met N/A

2 Continue to provide opportunities to learn about and experience the nature

of prayer, the Eucharist, and the liturgy.


and local clergy

Strategy met N/A

3 Continue to sponsor retreats or retreat-like experiences, such as the

program offered by New Spirit.


and faculty

Strategy met TBD

4 Continue to promote participation in social justice projects and Christian

service projects.

Ongoing Faculty, students,

and consultants

Strategy met TBD

Key Objective 4: Provide and promote opportunities for parents, faculty and staff involvement with student activitiesrelative to faith formation, social justice and Christian service.


responsible?

Evaluation

measure?

Budget?

1 Encourage parents to participate in the faith formation of their children. Ongoing Leadership Team

and faculty

Strategy met N/A

2 Sponsor retreats for faculty and staff. Annually Leadership Team Strategy met TBD

3 Invite all parents/guardians, faculty and staff to participate in particular

Christian service and social justice projects with the students.

Ongoing Leadership Team Strategy met TBD

4 Establish expectations and offer support to faculty and staff members

relative to their real and visible participation in the faith life of the school

community.

Ongoing Leadership Team Strategy met N/A


4/31

Catholic Identity

4

Key Objective 5: Build strong relationships with Greater Springfield, Wilbraham and East Longmeadow Catholic parishesand parishioners to promote support for Catholic education and, in particular, for St. Michaels Academy.


responsible?

Evaluation

measure?

Budget?

1 Distribute the Michaelean to every parish on a regular basis. Year 1 andOngoing

AdvancementDirector

Strategy met TBD

2 Publish in each parish bulletin the number of students at SMA, the number

from that parish by name and grade and academic year, student recognitions,

honors, social justice and Christian service activities, etc.

Annually Advancement

Director

Strategy met N/A

3 Invite parishioners to visit SMA on a regular basis for scheduled events and

activities planned for them.

Periodically

every year

Advancement

Office

Strategy met /

Feedback from

participants

minimum

4 Establish a network of school volunteers from each parish, e.g. reading

programs for young children, STEM programs and projects presented by retired

and semi-retired professionals, likewise from skilled craftspeople such asplumbers, electricians, carpenters, etc.

Year 1 and

Ongoing

Parish

Ambassadors

Strategy met none

5 Work with the Advancement Office to create an advancement program for

individual parishioners and parish groups to contribute tuition assistance for

adopted students.

Year 1 and

Ongoing

Advancement

Office

Strategy met N/A

6 Work with the Catholic Communications Office to arrange a regular,

recurrent, scheduled stream of news from and about SMA.

Year 1 and

Ongoing

Advancement

Office

Strategy met N/A


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5

Academics

Goal 1: Achieve 85th percentile on standardized tests (school normed) to meet the basic requirement for the

US Department of Education Blue Ribbon Schools.

Key Objective 1: Improve math, reading and science scores in all grade levels.

Goal 2: Develop a collaborative learning community composed of students, parents, faculty and parishes to

support student learning and high levels of academic achievement.

Key Objective 2: Cultivate partnerships with parents, parishioners and faculty to nurture student learning.

Goal 3: Expand new and enhanced academic programs to attract and enrich students.

Key Objective 3: Encourage growth of academic offerings.


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Academics

6

Key Objective 1: To improve math, reading and science scores in all grade levels.

Strategy When? Personresponsible?

Evaluationmeasure?

Budget?

1 Create math, reading and science departments withdesignated chairpersons for each. Sem 22012/13 Leadership Teamand Facultycommittee

Implementation of positions Increase insalary orstipend

2 Annual year-end curricula reviews by faculty withbackward benchmarking(i.e. review grade level outcomes/skills needed for students to successfully transition to nextgrade).

Sem 22013/14

Leadership Teamand Facultycommittee

Creation ofcoordinatedteachingprogramsthrough allgrade levels

Thanks anddinner/lunchor stipend

3 Annual visits to successful area programs in math, readingand science to learn how to improve scores.

2012/132013/142014/152015/162016/17


Reports withdetails ofsuccesses /improvedtechniquesfrom each visit shared withfaculties

Cost ofsubstitutes/travelexpenses

4 Institution of entry and exit exams in math, reading andscience to determine areas of strength and weakness.

2013/14 Entry2014/15 Sem.Exams2015/16 Qtrlyexams


Test resultsand analysis ofstrengths andweaknesses

Cost oftesting/possiblestipends forthose whoanalyze data

5 Development of formal remediation program (during schoolyear through students teachers or existing faculty; duringsummer as separate program).

2012/13 developprogram2013/14 implementprogram/summer school


Implementation of programs

Salaries(Summerschool couldgeneratefundingthroughtuition)

6 Expand opportunities for professional development aroundemerging areas of concern (Common Core, accommodations,technology, new mathematics, reading or science programs,etc.)

Annual decisionfor year


Attendance atPDopportunitiesand sharing of

information

Cost ofworkshops/webinars, etc.


7/31

Academics

7

Key Objective 2: Cultivate partnerships with parents, parishioners and faculty to nurture student learning.

Strategy When? Person responsible? Evaluation measure? Budget?

1 Conduct grade and subject specific meetings for parents

prior to beginning of classes in the fall to inform parents ofeducational goals, performance standards, and ways forparents to help encourage learning.

Sem 1

2013/14

Leadership Team/

Board/ Faculty

Curriculum guides and

Performancestandards

$0

2 Greater emphasis in admissions and registrationmaterials on expectations for parent attendance atmeetings, need to support performance standards andsupport school policies (i.e. dress code).

Spring2013

Leadership Team &Admissions Director

Increase in positiveparentparticipation/reductionof non-conformancewith school policies

$0

3 Develop volunteer program to assist with academicactivities (teachers aides, remedial tutoring, reinforcementof lessons by professional expertise guest speakers,

coordinating special events like Spelling Bees, MathCompetitions, Science projects).

2013/14 Leadership Team/Board/ Facultycommittee

Volunteer data base $0

Key Objective 3: Encourage growth of academic offerings.

Strategy When? Person responsible? Evaluationmeasure?

Budget?

1 Analyze current offerings, within the regular school day,with regards to availability and costs.

Sem 22012/13

Leadership Team/Board/FacultyCommittee

Chart of currentofferings

$0

2 Seek input from area Catholic schools what they offer,resources (personnel, agencies, costs).

2013/14 Leadership Team/Board/FacultyCommittee

List ofresources/needs

Postage/copying

3 Explore shared faculty/resources with other areaCatholic schools.

2013/14 Leadership Team/Board

List of potentialsharedexpenses/personnel

$0

4 Expand offerings to match those available in similar/competitive schools.

Spring,2014

Leadership Team/Board/FacultyCommittee

Prioritized plan forimplementingadditional offerings

$0

5 Begin to implement Plan. Market new offerings duringrecruiting season for 2014/15.

2014/15 Leadership Team/Board

New offerings inplace

Cost of staffand supportmaterials


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8

Admissions

Goal 1: Achieve optimal enrollment of 100 students per grade level in grades K-8 (four classes of 25 students)

and an increasing pre-school population, through a strategic marketing and enrollment management program.

Key Objective 1: Develop and implement a strategic retention program.

Key Objective 2: Develop and implement a strategic recruitment program to attract a growing number of

prospective student families.

Key Objective 3: Develop and implement a strategic marketing program.


9/31

Admissions

9

Key Objective 1: Develop and implement a strategic retention program.


Evaluationmeasure?

Budget?

1 Develop a Parent Ambassador Program to mentor new

families and to promote involvement in the school community.

3 months to

implement

Admissions

andLeadershipTeam

At 6 month

intervals,ascertain howmany mentorfamilies thereare

$0

2 Promote community building events including events like Backto School welcome; Spirit Days; family movie nights;Father/Daughter dances and Mother/Son Breakfast/Poetry Caf.

Immediately AdmissionsandLeadershipTeam,Home SchoolAssociation,Student

Council

At 6 monthsintervalsreviewnumber ofevents andattendance

Minimal

3 Implement, assess and analyze withdrawn family evaluationsand interviews.

Immediately AdmissionsDirector

Annual datasummaries

$0

Key Objective 2: Develop and implement a strategic recruitment program to attract a growing number of prospective

student families.


Evaluationmeasure?

Budget?

1 Host a series of recruitment events annually to encourage

prospective parent visits to the school (including potentiallyseparate events for middle school and elementary grades).

Ongoing Admissions Attendance

and yield (#of attendeeswho enroll

$5,000

2 Build a parish ambassador program to promote awareness ofSMA; Investigate ambassadors for other places of worshipincluding other Christian communities.

Ongoing LeadershipTeam,Admissions

At 6 monthintervals,ascertain howmanyambassadorsthere are

$0

3 Build a database of prospective student families includingparish CCD program participants, families from other areaChristian churches, etc.

Ongoing Admissions Creation ofdatabase

$1,500


10/31

Admissions

10

Key Objective 3: Develop and implement a strategic marketing program.Strategy When? Person

responsible?Evaluationmeasure?

Budget?

1 Create and implement a segmented marketing program

including direct mail to targeted area families; invitations toOpen House; yard signs; promotional information in areanewspapers, media outlets including Catholic resources.

Throughout

the year;withemphasisbefore anOpen House

Admissions

Office,LeadershipTeam, Boardof TrusteesMarketingCommittee

Sign-in sheets

at recruitmentevents totrack sourceof visit (Howdid you hearof thisevent?)

$10,000

2 Develop and implement a flow of communication toprospective students that aims to build a relationship with eachfamily, i.e. parent phone calls, handwritten thanks yous, followup calls and invitations to Shadow days.

Immediately AdmissionsOffice

Increasedyield fromprospectivestudent statusto applicant to

enrolledstatus

Cost ofmailings

3 Develop promotional program for SMA to include participationin community events and organizations (i.e. Chamber ofCommerce, Rotary club, other Christian churches etc., area fairs,and parades) to nurture increasing levels of communityawareness.

Jan. 2013 LeadershipTeam,AdmissionsOffice

Track numberof eventsattended;Record mediacontact

Free

4 Evaluate opportunity to create a SMA Friends & FamilyProgram that awards a tuition credit (typically $250-$500) tocurrent families who refer a new family.

Jan, 2013 ifprogram tobeimplemented

for 2013-14academicyear. If not,then May2013

AdmissionsOffice, Board,LeadershipTeam

Trackinginquiries tothe school

$250/$500 xnumber ofinquiries

5 Build an effective online presence for the school including aviable website. Website might include testimonials, videos,current happenings, updated teacher pages, links to key areahigh schools and offices, alumni achievements, etc.

Immediately IT Hire,Admissions &AdvancementOffice

Track hits onthe website

$2,300

6 Develop targeted messaging to promote SMA mission,hallmarks and achievements.

Immediately LeadershipTeam,Admissions

Track howfamilies ofnew enrollees

Free


11/31

Admissions

11

heard of SMAvia surveys

7 Develop collateral materials (brochure, information packet) topromote SMA mission, hallmarks and achievements.

Jan 2013 LeadershipTeam,Admissions

Completedmaterials

$2,000

8 Build awareness of SMA, including street signage, lawn signs,banners, bumper stickers, and SMA spirit clothing. June 2013 LeadershipTeam,Admissions

Break even onsales for allexceptsignage.Signage$2,000

9 Develop public relations program nurturing partnerships withlocal radio, TV and print media.

June 2013 LeadershipTeam,Advancement,Admissions

Clippings andnews stories

Free


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12

Advancement

Goal 1: Establish and maintain a strategic advancement program to promote an understanding and support of

St. Michaels Academys mission among all constituents, and to improve the financial stability of St. Michaels

Academy (SMA) through charitable giving and effective coordinated campaigns that meet the current and

evolving needs of the school.

Key Objective 1: Identify potential donor constituents and others who support Springfield Catholic

elementary education and the mission of SMA.

Key Objective 2: Seek funding to reflect annual school needs and to include growth toward the future in

support of the SMA mission.

Key Objective 3: Develop strategies to increase the donor base and to raise donor sights through leadership

giving to SMA.

Key Objective 4: Establish a volunteer program to assist with Advancement-related programs and events,and to increase total voluntary support of SMA.

Key Objective 5: Cultivate constituents to become regular supporters of the SMA mission.


13/31

Advancement

13

Key Objective 1: Identify potential donor constituents and others who support Springfield Catholic elementary educationand the mission of SMA.


responsible?

Evaluation measure? Budget?

1 Develop an easy to use, modifiable database to include alumnifrom SMAs heritage schools, current SMA alumni, parents,

grandparents, friends and supporters of SMA as well as

Springfield Catholic elementary education.

Currentlydeveloping

with ongoing

maintenance

SMA administrativeassistants,

Advancement

Director. (In the

future-possible

interns or

volunteers.)

Constituentresponses, decreased

returned mail,

monthly-annually

updated

Administrativecosts

2 Utilize this information to improve marketing,

communications, and community & constituent relations.

Currently and

ongoing

Advancement

Director, Home

School Association

Constituent feedback

and participation

Printing costs

for marketing to

be determined

Key Objective 2: Seek funding to reflect annual school needs and to include growth toward the future in support of theSMA mission.


responsible?


1 Establish a comprehensive program of annual giving to equal

8% of the total annual school budget.

By 2017 Advancement

Director, Home-

School Association,

Leadership Team

Achievement of

yearly annual giving

goals with increasing

future goals, until 8%

is achieved

Various

marketing and

promotional

costs to be

determined

2 Develop and maintain an effective annual fund. Each year

beginning

2013

Advancement

Director

Establishment of an

annual fund with

yearly growth in the

amount and the

number of charitable

contributions

To be

determined for

marketing,

mailings

3 Maintain an effective in-school fundraising program to equal

2% of the annual giving goal.

Currently and

ongoing

Advancement

Director with the

Home-School

Association

2% goal reached

each year

Marketing and

promotional

costs to be

determined


14/31

Advancement

14

4 Enable major gift giving and planned giving from SMA

supporters.

Immediately

and ongoing

Advancement

Director

Success in charitable

giving from SMA

supporters

Marketing and

promotional

costs to be

determined

5 Develop an effective capital campaign based on the

immediate needs of the school.

By 2017 Advancement

Director

Success in charitable

giving toward thecapital goal on a

yearly basis.

Achievement of

capital campaign

goal through donor

support in

established time

frame

Marketing and

promotionalcosts to be

determined

6 Research and submit grants available to SMA. 2013 and each

future year

Advancement

Director

Receipt of grants Possible grant-

writingconsultant costs

Key Objective 3: Develop strategies to increase the donor base and to raise donor sights through leadership giving toSMA.


responsible?


1 Invite current and potential donors to the SMA campus for

various student, alumni and special donor events.

Currently and

ongoing

In the future

Advancement

Director and

Leadership Team

Number of

constituents invited

versus thoseattended

Cost of

individual

events to bedetermined.

2 Involve constituents in the community of SMA through direct

contact, school meetings, mailings, and special events.

Currently and

ongoing in the

future

Advancement

Director and

Leadership Team

Improved feedback

from constituents via

attendance at

events, meetings,

direct contact to the

school, and through

survey feedback

Cost of mailing

and events to

be determined

3 Ask current donors for referrals. Currently and Advancement Increase in the None


15/31

Advancement

15

ongoing in the

future

Director and

Leadership Team

number of potential

donors from referrals

4 Conduct a feasibility study of current and potential donors. By 2014 Advancement

Director with

possible help from

consulting group

Improved knowledge

regarding potential

donors ability and

willingness to give

Cost of

consulting

group to run

feasibility study5 Utilize direct asking and indirect asking techniques to increase

individual and corporate donors.

2013 and

ongoing in the

future

Advancement

Director

Receipt of charitable

contributions from

constituents with

future and sustained

giving

None

6 Identify and utilize corporations matching gift programs. Currently and

ongoing in the

future

Advancement

Director

Receipt of matching

gifts from

corporations

Potential cost to

purchase list of

matching gift

corporations if

one is notavailable

Key Objective 4: Establish a volunteer program to assist with Advancement-related programs and events, and toincrease total voluntary support of SMA.

Strategy When? erson responsible? Evaluation measure? Budget?

1 Collect a list of volunteers within the community of SMA. Currently and

ongoing in the

future

Advancement

Director with the

Home-School

Association

Sufficient volunteer

support for activities

and events

None

2 Establish an internship program with local colleges to assist

with the SMA Advancement effort.

By 2015 Advancement

Director

Establishment and

utilization of an SMA

internship program

with many local

colleges

None. (Work

produced by

interns may

offset some of

the

administrative

costs for

Advancement)


16/31

Advancement

16

Key Objective 5:Cultivate constituents to become regular supporters of the SMA mission.Strategy When? Person

responsible?


1 Improve communications between SMA and itsconstituents to establish an increased sense of

belonging to the SMA and Springfield Catholic

elementary school community.

Currently andongoing in the

future

AdvancementDirector,

Leadership Team,

SMA Board of

Directors

Increased participation fromSMA and Springfield Catholic

Schools supporters at events,

through surveys, and direct and

indirect contact

Cost ofmailings and

events to be

determined

2 Improve the ease of giving to SMA. 2013 and

ongoing in the

future

Advancement

Director

Utilization of giving

opportunities via the internet,

direct mailings, events, and

direct asking

Website

redesign

costs,

mailings and

events

3 Develop a stewardship program to recognize and

appreciate donor constituents, volunteers, SMA faculty,

staff and supporters.

Currently for

faculty and

staff. Beginning

in 2013 for all

other

supporters

Advancement

Director with the

Home-School

Association

Success in showing appreciation

to SMA supporters. Continued

support from donors,

volunteers, faculty and staff

Costs of

appreciation

events and

gifts


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17

Facilities

Goal 1: Provide a learning facility that promotes enrollment and quality of instruction as well as student

experience through a tactical and financially responsible plan.

Key Objective 1: Proactively maintain and update an aging facility through a comprehensive preventative

maintenance plan.

Key Objective 2: Improve the functionality of the multi-purpose room (gymnasium).

Key Objective 3: Provide sufficient learning space to meet enrollment and educational needs of the students

at 153 Eddywood Street campus.

Key Objective 4: Work with Cathedral High School and the Diocese of Springfield to assess the relocation of

the middle level students or the entire academy to the Surrey Road locations.


18/31

Facilities

18

Key Objective 1: Proactively maintain and update an aging facility through a comprehensive preventative maintenanceplan.


Evaluationmeasure?

Budget?

1 Create and implement a preventative maintenance plan. June 2013 Maintenance

Director

Plan is in a written

format and

completed annually.

N/A

2 Implement the capital improvements identified in the Building

Assessment Plan.

Ongoing Maintenance

Director,

Leadership Team,

Board of Trustees

Annual review of

plan by all

responsible persons.

TBD

3 Install air conditioning in the computer room. Summer 2013 Leadership Team /

Board of Trustees

Comfortable

temperature in

computer room.

$13,000

Key Objective 2: Improve the functionality of the multi-purpose room (gymnasium).


Evaluationmeasure?

Budget?

1 Establish a committee to propose potential uses of the multi-

purpose room.

March 2013 Leadership Team Leadership Team

report to Board

N/A

2 Hire an engineer to assess acoustics and lighting April 2013 Leadership Team/

Diocesan Building

Consultant

Engineers report $2500 -

$4000

3 Determine alterations required for the uses. May 2013 Leadership Team/

Committee/ Board

of Trustees

Committees report N/A

4 Identify the costs of the alterations. May 2013 Engineer/

Committee/

Leadership Team

Proposed budget N/A

5 Prioritize alterations and establish a timeline for completion. May 2013 Committee/

Leadership Team

Board of Trustees

approval

N/A

6 Hire contractor and make alterations per timeline. June 2013 to

completion

Diocesan Building

Consultant/

Contractor

Multi-purpose room

is user friendly.

TBD


19/31

Facilities

19

Key Objective 3: Provide sufficient learning space to meet enrollment and educational needs of the students at 153Eddywood Street campus.


Evaluationmeasure?

Budget?

1 Convert the Christmas Tree Room in the basement to usable school

space.

Summer of 2013 Leadership Team /

Maintenance

Director

Successful

conversion of

space

TBD

2 Convert the Conference Room to classroom or program space. When need

arises

Leadership Team /

Maintenance

Director

Based on

enrollment

numbers

TBD

3 Convert the Chapel to classroom or program space. When need

arises

Leadership Team /

Maintenance

Director

Based on

enrollment

numbers

TBD

4 Explore opportunities for suitable additional space in the classroom

building and on the campus footprint including consideration of

modular classrooms and/or rectory/garage renovations.

Upon completion

of mediation

Leadership Team /

Board of Trustees

Approval by

Diocese

N/A

5 Create an art room. When space is

available

Leadership Team /

Board of Trustees

Based on

available space

TBD

6 Create a science lab. When space is

available

Leadership Team /

Board of Trustees

Based on

available space

TBD

7 Create a media center. When space is

available

Leadership Team /

Board of Trustees

Based on

available space

TBD

Key Objective 4: Work with Cathedral High School and the Diocese of Springfield to assess the relocation of the middle

level students or the entire academy to the Surrey Road locations.


Evaluationmeasure?

Budget?

1 Provide support for the approved plan. Upon completion

of mediation

Leadership Team/

Board of Trustees

Approval by

Diocese

TBD

2 Establish subcommittees to accomplish initiative. Upon completion

of mediation

Leadership Team /

Board of Trustees

Approval by

Diocese

TBD

3 Provide for optimal facility design to maximize student learning. Upon completion

of mediation

Leadership Team /

Board of Trustees

Approval by

Diocese

TBD


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20

Finance

Goal 1: Operate within a comprehensive, balanced budget that addresses current and evolving financial needs

of the Academy.

Key Objective 1: Support budget expansion to include replacement of textbooks, instructional materials,

technology, and tuition assistance in accordance with the strategic plan.

Key Objective 2: Create a capital budget based on a facility needs assessment that includes replacement

costs.

Goal 2: Offer salaries, benefits, and a teaching environment that are designed to attract, develop and retain a

stable group of enthusiastic and highly qualified faculty and staff to support academic achievement.

Key Objective 3: Research, review and assess faculty and staff compensation structure with the areas public

and independent schools.

Key Objective 4: Annually evaluate teacher performance and satisfaction.

Goal 3: Promote accessibility to a quality Catholic education at SMA.

Key Objective 5: Increase school community knowledge of SMA financial priorities and costs, including cost

per pupil to educate.

Key Objective 6: Develop a comprehensive tuition assistance program with additional funds available for

awards.

Key Objective 7: Research opportunities that make an SMA education affordable.

Goal 4: Strengthen revenue streams beyond tuition to achieve a benchmark of 75% tuition, 5% parish tuition

subsidy, 10% diocesan support, 8% fundraising, and 2% other miscellaneous revenue.

Key Objective 8: Prioritize opportunities for revenue growth including annual giving, endowment, planned

gifts, clinics, facility utilization, etc


21/31

Finance

21

Key Objective 1: Support budget expansion to include replacement of textbooks, instructional materials, technology,and tuition assistance in accordance with strategic plan.

Strategy When? Person responsible? Evaluation measure? Budget?

1 Create and implement a replacement plan for textbooks,

instructional materials and technology.

November of

each year.

Principals, Business

Manager

Summary of findings. TBD

2 Submit a balanced budget to the Finance Committee and Board of

Trustees.

January Leadership Team and

Finance Chair

Approval by the

Board.

N/A

3 Submit the approved budget to the Diocese of Springfield. January 31 Business Manager Approval by Diocese. N/A

Key Objective 2: Create a capital budget based on a facility needs assessment that includes replacement costs.Strategy When? Person responsible? Evaluation measure? Budget?

1 The Building and Grounds Committee of the Board of Trustees will

present the capital needs and replacement budget to the Leadership

Team and Finance Committee.

November B&G Committee and

Leadership Team

Review by the

Finance Committee.

TBD

Key Objective 3: Research, review and assess faculty and staff compensation structure with the areas public andindependent schools.Strategy When? Person responsible? Evaluation measure? Budget?

1 Collect and analyze salary data from area schools. September

2013

Finance Committee Data has been

analyzed.

N/A

2 Compile current teacher salary information and compare to publicschool schedules.

October2013

Business Manager /Leadership Team

Summary of findings. N/A

Key Objective 4: Annually evaluate faculty performance and satisfaction.Strategy When? Person responsible? Evaluation measure? Budget?

1 Conduct performance evaluations of faculty and staff. Annually -

Spring

Principals Completed

evaluations.

N/A

2 Conduct an annual survey around faculty satisfaction of teaching

environment.

Annually -

Spring

Principals Summary of surveys. N/A


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Finance

22

3 Conduct exit interviews of faculty and staff. As needed Principals Completed exit

interviews.

N/A

4 Increase salary budget to attract and maintain high performing

teachers.

November Leadership Team Approval of budget. TBD

Key Objective 5: Increase school community knowledge of school financial priorities and costs including cost per pupil toeducate.Strategy When? Person

responsible?

Evaluation

measure?

Budget?

1 Include the cost per pupil in all registration materials, website,

appropriate publications and materials.

Immediately Advancement/

Admissions

Director

Publication of per

pupil cost.

N/A

2 Invite parents, pastors, and school supporters to the annual State of

the School Meeting and include cost per pupil information in the

presentation.

Annually

beginning

April 2013

Leadership Team Actual presentation

material.

N/A

Key Objective 6: Develop a comprehensive tuition assistance program with additional funds available for awards.Strategy When? Person

responsible?

Evaluation

measure?

Budget?

1 Create a tuition assistance committee to review the existing tuition

assistance program.

February

2013

Leadership Team Committee has

been formed.

N/A

2 Identify additional resources to award for tuition assistance (annual

fund, grants, etc)

Ongoing Leadership

Team/Board ofTrustees

Funds have been

received.

TBD

3 Review the existing tuition assistance process and award protocol.

Implement changes.

March 2013 Tuition Asst.

Committee

A written protocol

has been approved

by Leadership Team.

N/A

4 Encourage families to register for tuition assistance through the FACTS

grants and aid program.

February

2013

Admissions/

Advancement

Director

Families have

completed the

process.

N/A

5 Review the qualifying applications and award assistance. June 2013 Tuition Asst.

Committee

Assistance has been

awarded.

TBD


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Finance

23

Key Objective 7: Research opportunities that make an SMA education affordable.


responsible?

Evaluation

measure?

Budget?

1 Review the tuition structure to identify other potential options forpayment of tuition (bi-monthly payments, etc.)

June 2013 FinanceCommittee

Summary report. N/A

2 Explore implementing a program that allows parent to provide

services in lieu of partial/full tuition (i.e. IT Services, etc.)

June 2013 Finance

Committee

Recommendation

report to the

Leadership Team.

N/A

3 Survey other schools for recommendations. June 2014 Finance

Committee

Recommendation

report to the

Leadership Team.

N/A

Key Objective 8: Prioritize opportunities for revenue growth including annual giving, endowment, planned gifts, camps,

clinics, facility utilization etc


responsible?

Evaluation

measure?

Budget?

1 Implement an annual fund campaign. April 2013 Advancement/

Admissions

Director /

Advancement

Committee

Report to

Board of

Trustees

TBD

2 Conduct a feasibility study for an endowment / capital campaign. 2014 Leadership Team Report to

Board ofTrustees

TBD

3 Research planned giving opportunities. 2013 Finance

Committee

Report to

Board of

Trustees.

N/A

4 Research and apply for grants. Ongoing Leadership Team Receipt of

funding

N/A

5 Research fee based programs/opportunities (camps, clinics, facility

utilization, etc.)

2014 Leadership Team Report to

Board of

Trustees

N/A


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24

Student Life

Goal 1: Encourage the formation and individuality of the whole child through extra-curricular experiences.

Key Objective 1: Establish a Student Activities Committee.

Goal 2: Foster friendships and social skills of students by enabling them to build relationships and connections.

Key Objective 2: Develop diverse, inclusive, and age-appropriate activities, programs and clubs to satisfy the

evolving interests and needs of the students.


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Student Life

25

Key Objective 1: Establish a Student Activities Committee (SAC).

Strategy When? Person responsible? Evaluation

measure?

Budget?

1 Develop organizational plan/

by laws & SAC membersuccession plan.

Year 1 SAC Organizers with approval of

Leadership Team

Completion of

project

None

2 Select SAC members (to

include parents, grandparents,

faculty, students & volunteers).

Year 1 Leadership Team & SAC

Organizers

Completion of

selections and

recruitment

None

3 Establish plan to recruit,

manage, and thank volunteers

and strategic partnerships.

Year 1 SAC with approval of

Leadership Team

Approved

written

description of

plan.

None

4 Develop SAC handbook and/or

web page(s).

December 2013 - handbook

March 2014 web page(s)

SAC with approval of

Leadership Team & web

designer

Completion of

projects

TBD

Key Objective 2: Develop diverse, inclusive, and age-appropriate activities to satisfy the evolving interests and needs ofthe students.

Strategy When? Person responsible? Evaluation

measure?

Budget?

1 Identify a priority list of

activities to be offered based on

student and parent surveyresponses.

April 2013 SAC with approval of Leadership

Team

Approved list of

initial activities

None

2 Identify budget and funding

source(s) per activity.

On an ongoing basis Activity leader with SAC &

Leadership Team

When the

activity is

funded and

approved

TBD

3 Identify logistics per activity. On an ongoing basis Activity leader with SAC &

Leadership Team

Completion of

activity and

feedback from

activity leader

TBD


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Student Life

26

4 Implement initial offerings of

after-school and in-school

activities, programs and clubs.

April 2013 initial offerings - may

include cooking, weaving,

twirling, and a mock trial.

(Volunteers have stepped

forward to lead these activities.)

Other activities, programs and

clubs will be rolled out based

upon availability of volunteers,

student interest and resources.

Activity leader with SAC &

Leadership Team

Feedback from

participants and

activity leader

TBD

5 Implement intramural sports

activities.

Fall of 2013 and after, based

upon availability of volunteers,

student interest, resources and

logistics

Activity leaders with SAC &

Leadership Team

Feedback from

participants and

activity leaders

TBD

6 Gradually expand activities,

programs and clubs buildingupon prior success .

Fall 2013 and after, based upon

availability of volunteers, studentinterest, resources and logistics

SAC with approval of Leadership

Team

When each

activity isfunded and

approved. Also

evaluate

feedback from

participants and

activity leaders

TBD

7 Implement organized sports

programs

2 5 years based upon

availability of volunteers, student

interest, resources and logistics

Program leaders with SAC &

Leadership Team

Feedback from

participants and

program leaders

TBD but cost will be

thousands of dollars


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27

Technology

Goal 1: Advance the availability and application of educational technology at SMA.

Key Objective 1: Shape appropriate resource investment for current and evolving technology needs.

Key Objective 2: Create strategic partnerships to assist in achieving technology related goals.

Goal 2: Utilize educational technology to enhance SMA academics.

Key Objective 3: Effectively use technology in instruction to strengthen the curriculum.

Key Objective 4: Establish technology support for SMA faculty to enhance teaching and learning.


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Technology

28

Key Objective 1: Shape appropriate resource investment for current and evolving technology needs.Strategy When? Person

responsible?

Evaluation

measure?

Budget?

1 Establish a Technology Committee. 2013 LeadershipTeam &

Computer

Teacher

Committee inplace N/A

2 Continuously assess technology needs and instructional technology

trends for grant and funding prioritization in the schools budget.

Annually Leadership

Team &

Technology

Committee

Technology goal

reports,

submitted grant

reports

N/A

Key Objective 2: Create strategic partnerships to assist in achieving technology related goals.Strategy When? Person

responsible?

Evaluation

measure?

Budget?

1 Develop a list of potential partners. 2013 Leadership Team,

Technology

Committee &

Parents

Creation of a list

of needs

N/A

2 Identify, qualify and promote specific areas for partnering needs

(website, instructional technology training, technology internships, and

technology funding/donations/recycling.)

2013 Leadership Team,

Technology

Committee &

Parents

Potential

Partnership List

Contact

documentation& formed

partnerships

N/A


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Technology

29

Key Objective 3: Effectively use technology in instruction to strengthen the curriculum.Strategy When? Person responsible? Evaluation measure? Budget?

1 Align current SMA curriculum more closely to Massachusetts

Technology Curriculum Standards (MTCS).

Year 2 SMA Teachers MTCS comparison

report

N/A

2 Develop initiatives for computers across the curriculum to center

around the needs and successes of students.

Year 2 SMA Teachers Computers Across

Curriculum Program

in place

Cost of Student

Use Computers

(See Technology

Budget)

3 Determine what types of technology and infrastructure would best

meet the curricular needs now and in the future (i.e., develop a

Technology Plan for SMA).

Current SMA Computer

Teacher, Technology

Committee and

Leadership Team

Development of

written Technology

Plan

Cost of Mimio

Bundle Systems

(See Technology

Budget)

Key Objective 4: Establish technology support for SMA faculty to enhance teaching and learning.Strategy When? Person responsible? Evaluation measure? Budget?

1 Provide ongoing training, support, and professional development

for SMA faculty.


and Technology

staff

Records of training

and/or conference

attendance

$100/ teacher/ yr.

2 Develop an educational technology support position. Year 1 Leadership Team -

External Partnership

Have a dedicated

staff/intern available

to assist teachers

Cost of hiring a

staff/intern

3 Create Peer Champion programs. Year 1 Leadership Team &

Computer Teacher

Completion of Peer

Champion training

program

$100/ teacher

Up to 6 teachers

(3 elementary &

3 middle school)


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Technology

30

SMA STRATEGIC PLANNING TECHNOLOGY COMMITTEEFIVE YEAR BUDGET

Year One Educational Technology Equipment Recommended Purchases:

Item Cost Per Item Quantity Item Total CostMimio TechnologyBundle

$2,720.00 9 (1 per grade K-8) $24,480.00

In-Focus Projector $1,179.00 9 (1 per grade K-8) $10,611.00Teacher Use Laptops $1,000.00 9 (1 per grade K-8) $ 9,000.00

Total Year One Costs = $44,091.00Current teacher desktops should be converted into classroom student use computers.

Year Two Educational Technology Equipment Recommended Purchases:

Item Cost Per Item Quantity Item Total CostStudent Use Computers $1,000.00 10 (1 per grade Pre-K

8)$10,000.00

Cisco 5508 WirelessController- networkmanagement device

$10,825.00 1 $10,825.00

Cisco Aironet 1140Series Access PointDual-band 802.11a/g/n

$674.30 10 $6,743.00

Technology MaintenanceBudget

Roughly 10% of totaltechnology

$7,000.00

Total Year Two Costs = $34,568.00

Year Three Educational Technology Recommended Purchases:


$2,720.00 6 (2/grades 6-8) $16,320.00

In-Focus Projector $1,179.00 6 (2/grades 6-8) $ 7,074.00Teacher Use Laptops $1,000.00 6 (2/grades 6-8) $ 6,000.00

Total Year Three Costs = $29,394.00


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Technology

31

Year Four Educational Technology Recommended Purchases:


$2,720.00 6 (1/grade K-5) $16,320.00

In-Focus Projector $1,179.00 6 (1/grade K-5) $ 7,074.00Teacher Use Laptops $1,000.00 6 (1/grade K-5) $ 6,000.00

Total Year Four Costs = $29,394.00

Year Five Educational Technology Recommended Purchases:


$2,720.00 6 (1/grade K-5) $16,320.00

In-Focus Projector $1,179.00 6 (1/grade K-5) $ 7,074.00Teacher Use Laptops $1,000.00 6 (1/grade K-5) $ 6,000.00Technology MaintenanceBudget

$ 5,000.00

Total Year Five Costs = $34,394.00

5-year strategic plan for st. michael's academy

Documents