For Catholic Parishes People Engagement...Father Jim Manning, Pastor St. Mary the Assumption Parish Springboro, OH Joe Therber, President Scecina Memorial High School Indianapolis,

In partnership with the University of Dayton, the Institute for School and Parish Development (ISPD) is pleased to offer three new on-line summer courses beginning the week of June 15, 2020.

• For Catholic Parishes▷ Moving Your Catholic Parish Forward NOW: How to Create a Plan of Action to Face COVID-19 Challenges through People Engagement

• For Catholic Schools▷ Moving Your Catholic School Forward NOW: How to Create a Plan of Action to Face COVID-19 Challenges through People Engagement▷ 15 More Lessons Learned in 30+ Years in Catholic School Development: Moving Forward with Valuable Operational Vitality Lessons Midst the Challenges of COVID-19

Titled On-line Summer Institute, 2020, each separate course will award Continuing Education Units (CEUs) and a Certificate of Completion from the University of Dayton. Students not interested in the above are invited to audit any one or more of the courses.

Founded in 1989, the Institute for School and Parish Development’s mission has been to teach, hence the word institute. Faced with challenging decisions that are being made and will need to be made in the future, many Catholic schools and parishes need direction, organization, structure, processes, and action plans in order to prevail in these times. With instruction being provided by ISPD’s associates and guest faculty members, these three separate courses are designed to teach the processes that schools and parishes need now as they navigate through these challenging times.

There are different pricing options for individuals and teams, plus specific opportunities to directly connect via Zoom sessions and discuss course content and how it applies to your Catholic school and/or parish. That is available for both those who seek credit as well as those who audit the course(s). In addition, should you or your parish or school be challenged with course payment at this time, please let us know, and we will be glad to work with you.

To register, please click on the registration link (second to last page in the booklet) for whichever course(s) in which you may be interested. Once we receive your registration and know the course and the plan you wish to take, we will follow up with a confirmation letter which will include the link to make your payment.

We invite you to join us! We stand strong with the University of Dayton in continuing to provide positive direction, step-by-step processes, and people engagement methods to build your community and chart a successful path to the future. We look forward to working with you.

Sincerely,

Frank DonaldsonPresident

NOTE: The main curriculum of each course will be coordinated and presented by Frank Donaldson, ISPD President. Guest faculty members are being invited to participate in specific courses in order to share their wisdom, experience, and best practices

Tony Bonura, PrincipalSt. Matthew the Apostle Elementary SchoolRiver Ridge, LA

Tim Clifford, Director of Stewardship and DevelopmentSt. Ann ParishCincinnati, OH

Frank Donaldson, PresidentInstitute for School and Parish Development (ISPD)Greater New Orleans Area

Dan Ferris, Superintendent of Catholic SchoolsDiocese of Providence Providence, Rhode Island

Father Jim Manning, PastorSt. Mary the Assumption ParishSpringboro, OH

Joe Therber, PresidentScecina Memorial High SchoolIndianapolis, IN

Dr. Tim Uhl, SuperintendentMontana Catholic SchoolsBlogger/Podcaster: Catholic School Matters

Faustin Weber, PrincipalSt. Michael Catholic High SchoolFairhope, AL

Sister Angela Ann Zukowski, MHSH, D.Min.The Institute for Pastoral InitiativesThe University of Dayton

Upon hearing about these three unique and separate course offerings from ISPD, a

Catholic school/parish leader responded with this statement:

“What folks like me are going to be tempted to do--out of dread for the unknown and to appear ‘on

the ball’ with our communities-- is make too many unilateral decisions with a few people on how to

confront COVID-19 challenges next year; whereas, I think ISPD can help us create strategic action

plans that build up the school and the parish. On the one hand, we have the greatest challenge ever

confronting us in our lifetime as principals, presidents, and pastors. On the other hand, we also have

the greatest opportunity to ‘rebrand’ and ‘reposition’ ourselves, uniting our communities as never

before, if we go about it the right way. We need to seize this opportunity rather than dread it.”

These courses are ideal for pastors, school presidents, principals, development/

advancement directors, enrollment management directors, stewardship directors,

board and council members, faculty and staff members, parish staff, ministry leaders,

volunteers, and other Catholic leaders.

Objective: To present, through five classes, a process/structure that will serve and support Catholic parishes in creating and/or updating a developmentally sound parish Plan of Action in light of the unknown variables caused by COVID-19, with special emphasis on communication, total stewardship, people engagement, development, fund-raising, and community outreach

Participant Outcomes: 1. Learn specific steps to take in order to create an immediate Plan of Action for your parish to face the challenges of COVID-19. 2. Be able to clearly identify the critical questions that must be asked about the present and future vitality of your parish. 3. Complete a new ISPD-created parish self-assessment questionnaire to test how effective your parish is right now in communication, development, Total Stewardship, and people engagement. 4. Receive sample letters, agendas, forms, scripts, PowerPoints, and COVID-19 Action Plan templates – ready to use. 5. Learn best practices of other Catholic parishes during this COVID-19 crisis in the areas of communication, total stewardship, people engagement, development, fund-raising events, and community outreach and how you can adapt these to your Plan of Action. 6. Learn specific and successful strategies to build your community through meaningful engagement of people. 7. Finish the course with all the knowledge and tools you and your parish leaders will need to implement your Plan of Action within 3-4 weeks of the completion of this course.

CLASS I• Outline of Course• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic Parish Should Ask and Answer – Two Samples:▷ What are our new financial challenges?▷ What new ways should we now use to communicate with our parishioners?

• Time to Shine: The New Opportunities to Spread the Good News• Effective Parish Leadership in Challenging Times• New Norms in the COVID-19 World• ISPD’s New COVID-19 Parish Development/Stewardship-Communication Self-Assessment Questionnaire

CLASS II• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic Parish Should Ask and Answer – Two Samples:▷ How will we welcome new families and parishioners into the parish?▷ How do we continue to build relationships with our parishioners?

• What Your COVID-19 Development/Stewardship/Communication Self-Assessment Questionnaire Can Tell You• Continuing Your Parish’s Systemic Communication• Revisiting the Anchors of Your Parish: Your Vision, Mission, and Values• Education on the Planning Process▷ Naming Your Plan of Action▷ The Logistics of Creating Your Plan of Action› Virtually/remotely and/or in-person

CLASS III• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic Parish Should Ask and Answer – Two Samples:▷ How are we taking care of the community?▷ How can we build our development/stewardship efforts in these times?

• Forming and/or Continuing Your Plan of Action Task Force• Creating and/or Continuing Your Planning/Implementation Areas ▷ Sample Planning/Implementation Areas Suggested› Communication› People Engagement› Total Stewardship› Development› Fund-raising Events› Community Outreach› New Parishioner Welcome› Culture of Belonging› New Wine/New Wineskins

▷ Clear Understanding of of the Areas of Responsibility of Each Final Planning/Implementation Area• Creating 2020-2021 Challenges of Each Planning Area

CLASS IV• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic Parish Should Ask and Answer – Two Samples:▷ How are we taking care of our staff and parish families?▷ In light of COVID-19 challenges, what technology do we need to immediately fund?

• Expanding the Ripples: Seeking Input Suggestions to Solve the Challenges▷ Seeking input from main parish leadership groups, ministry leaders, parish families, financial leaders

• Establishing the Priorities of Your Plan of Action• Writing the Plan of Action

CLASS V• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic Parish Should Ask and Answer – Two Samples:▷ How can our parish use these challenging times to shine?▷ What are the best ways to invite people to financially support our parish in light of the financial challenges some families are faced with?

• Communicating the Plan of Action• Creating the Implementation Structure• Time for Action: Implementing the Plan• Monitoring Progress of the Plan• Celebrating Success and the Impact on Parishioners, Parish Leaders, and the Community

Objective: To present, through five classes, a process/structure that will serve and support Catholic schools in creating and/or updating a developmentally sound Catholic school Plan of Action in light of the unknown variables caused by COVID-19, with special emphasis on Operational Vitality

Participant Outcomes: 1. Learn specific steps to take in order to create an immediate Plan of Action for your Catholic school to face the challenges of COVID-19. 2. Be able to clearly identify the critical questions that must be asked about the present and future vitality of your Catholic school. 3. Complete a new ISPD-created school self-assessment questionnaire to test how effective your school is right now in communication, enrollment management, development/advancement, alumni involvement, fund-raising events, and donor relations. 4. Receive sample letters, agendas, forms, scripts, PowerPoints, and COVID-19 Action Plan templates – ready to use. 5. Learn best practices of other Catholic schools during this COVID-19 crisis in the areas of development, marketing, communication, and enrollment management, and how you can adapt these to your Plan of Action. 6. Learn specific and successful strategies to build your school community through meaningful engagement of people. 7. Finish the course with all the knowledge and tools you and your school leaders will need to implement your Plan of Action within 3-4 weeks of the completion of this course.

CLASS I• Outline of Course• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic School Should Ask and Answer – Two Samples:▷ What do we do this summer about student retention?▷ What now become the top 10 selling points for our school?

• Time to Shine: Seizing the Moment• Infinite and Enduring Value of Catholic Schools• Effective Leadership in Challenging Times• ISPD’s New COVID-19 Operational Vitality Self-Assessment Questionnaire

CLASS II• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic School Should Ask and Answer – Two Samples:▷ What are our new financial challenges?▷ Are parents going to pay full tuition if we are forced to stay with some form of distance learning?

• What Your COVID-19 Operational Vitality Self-Assessment Questionnaire Can Tell You • Continuing Your Systemic Communication• Revisiting the Anchors of Your Catholic School: Your Vision, Mission, and Values• Education on the Your Plan of Action Process▷ Naming Your Plan of Action▷ The Logistics of Creating Your Plan of Action› Virtually/remotely and/or in-person

CLASS III• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic School Should Ask and Answer – Two Samples:▷ What do we do with those families who have lost their jobs and cannot afford tuition?▷ From a communication and marketing point of view, what if we do not have co-curricular activities for part of this year, such as athletics, performing arts, and other student activities?

• Forming and/or Continuing Task Force• Creating Your Planning/Implementation Areas ▷ Sample Planning/Implementation Areas Suggested:› Communication › Marketing› Enrollment Management – Retention › Enrollment Management -- Admissions› Fund Development› Alumni Involvement› Fund-raising Events› Community Involvement› Donor Relations

▷ Clear Understanding of the Areas of Responsibility of Each Final Planning/Implementation Area• Creating 2020 -- 2021 Challenges for Each Planning Area

CLASS IV• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic School Should Ask and Answer – Two Samples:▷ How can we best fund the growing needs of our school in the area of technology?▷ How can we build our development/advancement efforts in these times?

• Expanding the Ripples: Seeking Input Suggestions to Solve the Challenges▷ Seeking input from administration, faculty/staff, boards/councils, parent leaders, alumni leaders, financial leaders• Establishing the Priorities of Your Plan of Action• Writing the Plan of Action

CLASS V• Insightful and Critical Operational Vitality Questions about the Present and Future That Every Catholic School Should Ask and Answer – Two Samples:▷ What do we do about our Annual Giving Drive in 2020-21?▷ How can we involve alumni in these challenging times?

• Communicating the Plan of Action• Creating the Implementation Structure• Time for Action: Implementing the Plan of Action• Monitoring Progress of the Plan• Celebrating Success and the Impact on Students, Families, and Your Community

Course Overview: Through five classes, present and teach the lessons from this new NCEA publication (March 2020) – both in terms of application to the COVID-19 crisis as well as the post-COVID-19 world

Participant Outcomes: 1. Learn 15 more lessons that can be used now to better the development efforts of your Catholic school. 2. Walk away with excellent presentation materials that you can use to educate the key stakeholders of your school in regard to Catholic school development/advancement. 3. Learn new engagement processes that will expand the ripples of your school’s people base. 4. Learn how to make a great first impression with new and prospective families by creating virtual tours and improving your open house. 5. Learn how to connect with donors, all the way from initial contact through inviting participation. 6. Learn to use ISPD’s new Enrollment Management Dashboard to better assess and implement your EM strategies. 7. Add 15 more lessons learned to the 25 lessons learned that were in ISPD’s first publication with NCEA – 25 Lessons Learned in 25+ Years in Catholic School Development. 8. Grow professionally in your development/advancement ministry.

CLASS I• Outline of Course• Lesson 1: Open Wide the Catholic School Development Box!▷ This lesson teaches the value of your Catholic school community (faculty/staff, parents, alumni, boards and councils, students, past parents, grandparents, etc.) understanding development/advancement – especially in today’s world – and the importance of their active participation.

• Lesson 2: Understand the Basics: The Catholic School Development Pyramid of Success.▷ Educating the administration, development/advancement/marketing personnel, and volunteers on the foundational principles of excellent Catholic School Development – as applied to COVID-19 challenges – is essential.

• Lesson 3: Remember You Only Get One Chance to Make a First Impression.▷ Making your Back-to-School meetings, website, social media presence, school events, and processes the most meaningful in recent history will strike the perfect chord to evolve into the 2020 – 2021 school year.

CLASS II• Lesson 4: Make a Positive and Lasting Impression at Open House.▷ Whether it be virtual Open House and Tour or a traditional Open House or Tour at your school, it will be important to assure these events are everlasting.

• Lesson 5: Take 10 Steps to Engage People Who Can Make a Difference.▷ Making sure you continue to personally connect with influential/affluential people – using all methods and ways of communication – will continue to be the cornerstone of your development/advancement efforts.

• Lesson 6: We Are Many; We Are One: Recognize the Value of Parish and School Collaboration.▷ Now is the time for parish and school unity – moving forward with collaborative efforts that will join the parish and school closer than ever before.

CLASS III• Lesson 7: Reinvent Your School Every 5 to 7 Years.▷ A prophetic lesson written over one year ago that will apply to the COVID-19 challenges of today.

• Lesson 8: Affirm and Appreciate.▷ At the heart of our renewal will be our ability to continue to build a culture of what ISPD calls AWE: Affirming, Welcoming and Appreciating

• Lesson 9: Get Out of the Office: The Value of Conversation and the Personal Invitation.▷ Whether it is virtual or in-person, building relationships and personally invited people to belong will make the difference in whether your Catholic school is going to survive or prevail.

CLASS IV• Lesson 10: Implement the Principal/President Cabinet and/or the National Advisory Board.▷ Now is the time to reach out across your community and across the country and invite and engage people onto cabinets and advisory groups – your alumni, past parents, grandparents, community members, and more have a lot of wisdom to share.

• Lesson 11: Successfully Invite Giving: One on One and in Small Group Settings.▷ As we move forward and seek to regain our financial footing, it will be important for principals, pastors, development/advancement officers, and Catholic school leaders to invite people to invest now and in the future. Personal invitations will be the key to future success.

• Lesson 12: Explain the GAP.▷ Making sure all parents, faculty/staff, and boards/councils understand the budgeting process – especially now – will be important as you begin to evolve into the 2020—2021 school year.

CLASS V• Lesson 13: Research Best Practices in Catholic School Development.▷ Sharing best practices from ISPD’s on-line students over the past two years, plus sharing the results of ISPD’s COVID-19 surveys, will continue to prove beneficial as your Catholic school moves into the future. We learn from others.

• Lesson 14: Understand the ISPD Enrollment Management “Dashboard.”▷ Recently created by ISPD, this visual will show 15 separate areas of Enrollment Management and the activities and processes associated with each – both in normal time as well as the present. If Enrollment Management is going to be everyone’s responsibility, Lesson 14 will be the anchor for educating many in your Catholic school, especially as you move into the 2020 – 2021 school year.

• Lesson 15: Avoid and Correct the Most Common Catholic School Development Mistakes.▷ By recognizing the most frequently mismanaged and misunderstood areas of Catholic School Development/Advancement, you will be able to avoid pitfalls and “potholes” that could stunt your immediate advancement as you move through this summer and into the fall.

All 3 courses consist of the following: 5 live classes (50-60 minutes each – also recorded) and PowerPoints/handouts sent within 12 hours of completion of class. Please note, if you are unable to attend any one or more of the “live” classes, then you will be sent the recording of the class, PowerPoint from the class, and handout materials from the class.

PLAN A• $145.00 per person/per course

PLAN B• $295.00 per person/per course which includes two individualized Zoom coaching sessions with ISPD faculty member

PLAN C• $425.00 for a team of three or more from the same school/parish

PLAN D• $800 for a team of three or more from the same school/parish with two individualized Zoom coaching sessions with ISPD faculty member

* For (arch) dioceses who wish to fund or help fund one or more of these courses for schools and/ or parishes in that (arch) diocese, please contact Frank Donaldson ([email protected]) or 504.491.2122 for special pricing.

DATES AND TIMES OF THREE COURSES• Course # 1: Moving Your Catholic PARISH Forward NOW▷ Monday, June 15, 2020 – 10:30 AM Central Time▷ Wednesday, June 17, 2020 – 10:30 AM Central Time▷ Monday, June 22, 2020 – 10:30 AM Central Time▷ Wednesday, June 24, 2020 – 10:30 AM Central Time▷ Monday, June 29, 2020 – 10:30 AM Central Time

• Course # 2: Moving Your Catholic SCHOOL Forward NOW▷ Monday, June 15, 2020 – 1:00 PM Central Time▷ Wednesday, June 17, 2020 – 1:00 PM Central Time▷ Monday, June 22, 2020 – 1:00 PM Central Time▷ Wednesday, June 24, 2020 – 1:00 PM Central Time▷ Monday, June 29, 2020 – 1:00 PM Central Time

• Course # 3: 15 More Lessons Learned in 30+ Years in Catholic School Development▷ Tuesday, June 16, 2020 – 1:00 PM Central Time▷ Thursday, June 18, 2020 – 1:00 PM Central Time▷ Tuesday, June 23, 2020 – 1:00 PM Central Time▷ Thursday, June 25,2020 – 1:00 PM Central Time▷ Tuesday, June 30, 2020 – 1:00 PM Central Time