Archdiocese of Atlanta Planning Committee Planning Committee Meeting June 4, 2009

Archdiocese of AtlantaPlanning Committee

Planning Committee MeetingJune 4, 2009

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Agenda

• Opening Remarks (5 minutes) – Archbishop Gregory / Mike Cote

• Planning Study Synopsis (10 minutes) – Peter Faletti

• Current Status of Initiatives (65 minutes)

– Business Model / Chancery Operations (Total of 20 minutes)

• Communications Strategy – Pat Chivers

• Strategic Sourcing – Paul Maggard

• Pastoral Support Organization and Logic Model Tool – Deacon Dennis Dorner

• Cost Control within the Chancery Operations – Brad Wilson

– Facilities Model (15 minutes) – Valerie Landau, George Barrie

– Education Model (15 minutes)

• Catholic Schools – Diane Starkovich

• GRACE Scholars, Inc – Karen Vogtner

– Discipleship Initiative (15 minutes) – Dennis Johnson, Jr. and Steve Siler

• Closing Remarks (5 minutes) – Archbishop Gregory / Mike Cote

• Q & A (10 minutes)

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PLANNING STUDY SYNOPSIS

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Phase One: Data, Input and Strategic Framework

BALDWIN

BANKS

BARROW

BARTOW

CARROLL

CATOOSA

CHATTOOGA

CHEROKEE

CLARKECOBB

COWETA

DADE

DAWSON

DeKALBDOUGLAS

ELBERT

FANNIN

FLOYD FORSYTHFRANKLIN

FULTON

GILMER

GORDON

GREENE

GWINNETT

HABERSHAM

HALL

HANCOCK

HARALSON

HART

HEARD

JACKSON

LINCOLN

LUMPKIN

MCDUFFIE

MADISON

MERIWETHER

MORGAN

MURRAY

OCONEE

OGLETHORPEPAULDING

PICKENS

PIKE

POLK

PUTNAM

RABUN

STEPHENS

TALIAFERRO

TOWNS

TROUP

UNION

UPSON

WALKER

WARREN

WHITE

WHITFIELD

WILKES

NEWTON

SPALDINGJASPER

MONROELAMAR

BUTTS

HENRY

WALTON

CLAYTON

FAYETTE

ROCKDALE

Demographic Analysis

• Historical Facts

• Projected Trends

Developed the strategic framework for the 10-year plano Needs prioritizationo Vision elementso Mission elementso Values statements (internal and external)o Operating model guidelines

Developed the strategic framework for the 10-year plano Needs prioritizationo Vision elementso Mission elementso Values statements (internal and external)o Operating model guidelines

Primary Inputs

Archdiocese of Atlanta Strategy MapArchdiocese of Atlanta Strategy Map

Planning Committee Output

Stakeholders Interviews

• Pastors

• Principals

• Archdiocesan Offices

• Parishioners

Market Research

• Telephone survey (Non-Hispanic White Segment)

• Online survey (Open to all)

• Facilitated group surveys in ethnic parishes/missions

Studies• Hispanics in the

Archdiocese (2002)• Priest Convocation

(2006)• Black Catholic Study

(2006)• Young Adult Catholics• FACTS on Growth

Articles

• Catholic Education and Future Affiliation

• Where Are Those Missing Catholics?

• Opening Arms to Strangers

• A Bold Move

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Strategy Map

Vision Elements

Catholic traditionsActive parishionersTime, talent, and treasureHigh growthOpen and inclusiveLearning and meeting the needs of societyIncreasing vocationsCatholic education

CommunicationHealthy, thriving parishesUnited Archdiocese / one ChurchReadily Available SacramentsCommitted EvangelizationHeartfelt, vibrant worship experience

Foundations

Processes

Technologies

Organization

Skills

RolesInternal and External Values

Business Model Facilities Model Education Model

Discipleship Model

Mission: To bring eternal salvation to the people of North Georgia

Sacramental Availability and

Pastoral Counseling

Faith Formation Throughout Life

Evangelization

Pastoral

Catholic Education

Social Services and

Charity

Fellowship

Elements

Critical Success Factors

• Increase vocations / Support system for priests• Multi-cultural service delivery model• Defined roles and decision making processes• Accountability and performance measures• Customer-centric support• Improved communications• Develop new / expanded facility process• Demand-based input to Archdiocesan programs• Coordinated program delivery

• Vibrant worship experience• Coordinated religious education• Professional skills development / Continuing education• Expanded school availability• Defined school funding model• Greater focus and emphasis on evangelization• Pastoral and administrative support for priests• Expand revenue sources• Increased stewardship

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Phase II: Building the Foundational Operating Models

Focus

• Day to day operations and communications within the Archdiocese and between the Archdiocese and its parishes and schools

Objectives

• Implement an efficient and effective customer-centric business model capable of supporting the vision and mission of the Archdiocese in a multi-cultural operating environment.

• Eliminate “silos” within the Archdiocese

• Improve trust between the Archdiocese and its parishes and schools

Business Model

Focus

• End-to-end facilities planning, funding and construction process that supports the future facilities needs of the Archdiocese

Objectives

• Implement an integrated, professional, end-to-end model for planning, locating, contracting, and constructing facilities to meet Archdiocesan needs.

• Implement an efficient facilities upgrade/major maintenance model to support parishes and schools

Facilities Model

Focus

• Needs assessments, chartering and day to day operations of Archdiocesan Catholic schools

Objectives

• Develop a model for expanding the availability of high quality Catholic schools that are affordable to a wide range of economic segments

Education Model

Focus

• A discipleship-based model capable of supporting the future ministry and financial needs of parishes, schools, and the Archdiocese

Objectives

• To instill the true meaning of Catholic discipleship throughout the Archdiocese

Discipleship Model

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Sacramental Availability &

Pastoral Counseling

Catholic Education (Schools)

Ministry -Social

Services / Charity

Fellowship

Faith Formation

Throughout Life

Evangelization

Re-energized Discipleship

Master Planning

• Parish-based Foundation

• Deanery Level Summary

• Archdiocesan Summary

• Support New Parish Facility Planning

• Data Updates

Tools• Customer-driven

Business Model

• Improved New Capital Project Process

• New CCSI

• New Parish Elementary School Model

• Demographic Data

RegionalCoordination• New Missions / Parishes

• Master Plan Data

• Strategic Sourcing

• Construction Resources

Blessingsand

Challenges• Growth

• Personnel

• Facilities

• Multi-Cultural Mix

• Unity withoutUniformity

Phase II: View of the Future

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First Quarter 2009

December 2008 – January 2009

November 2008October

2008September 2008Implementation Projects

Phase III: Building the Future

• Acquire demo tools and parish reports

• Define facility planning tools

• Identify priority parishes for pilot

Master Planning to Enable Growth

• Prepare overall approach

• Collect/distribute/analyze demographic data

• Create front-end Facility tools

• Gather facility tool information

• Build Facility tools

• Start pilot work parishes/missions

• Complete recommendations and seek approval for first pilots

• Build Facility Web site

• Develop automation and roll-out of process and tools

Consistent Communication Internally and Externally

• Internal meetings• Parishioner focused communication

•Council of Priests meetings - Secretaries meetings (full)•What I’ve Seen and Heard - Georgia Bulletin articles

Increasing the Affordability and Availability of Catholic Education

• Deanery Solutions Presentations• Final Report

September 2008 – April 2009

Collaboratively Grow Discipleship Parishes

• Define initial partners

• Conduct parish assessments

• Define parish support needs

• Track Discipleship progress

• Designate Discipleship leader

• Identify approach for inviting parishes to collaborate

• Invite parishes to participate

• Confirm parish participation, staffing and funding

• Finalize collaborative approach and resources

• Launch parish teams with Theme Team support

• Conduct parish Discipleship assessment process

• Set aspirational growth path for programs, facilities and funding

• Develop plans for closing the “gaps”

•Begin Discipleship Initiative pilot with parishes

•Modify approach to fit smaller parishes

• Complete parish survey template and approach

• Identify core Chancery functions

Focus Chancery Services on Parish Needs

• Parish program needs and prioritization

• Analyze future support options• Electronic communications

• Conduct Parish Surveys (leverage Deaneries)

• Define Chancery service delivery model

• Programs logic models and outcome measures

• Mechanisms for transparency and trust

• Analyze parish survey results

• Develop pro-forma budget impact

• Finalize recommendations: programs staffing, org

• Develop approach and implement opportunistically

Strategic Sourcing Savings for Schools, Parishes and Chancery

• Determine potential spend and savings size

• Size the savings potential

• Go / no go decision

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Today: Transformation Governance StructureRole Responsibilities

Planning Advisory Council

Archbishop Gregory, Msgr. Luis, Msgr. Joe, Mike Cote, current outside Planning Committee members, Brad Wilson

• Current Planning Committee transitions to a new Planning Council • Meets quarterly to review status of Planning Study initiatives (after June 2009)• Members chair the initiative teams• Provides counsel and advice regarding existing and emerging issues• Recruits resources as needed to support initiative teams

Transformation Office

Archbishop Gregory, Msgr. Luis, Msgr. Joe, Mike Cote, Secretariat

• Members provide Executive Sponsorship and Leadership for each initiative• On-going review of initiative status - leverages existing weekly meeting schedule of the

Secretariat• Resolve issues on a timely basis – set deadlines; prevent initiative bottlenecks/stonewalling• Ensure resource availability for initiative teams• Communicate overall status of the initiatives to stakeholders – Planning Committee, Council of

Priests, Chancery – transparency is the greatest asset for progress

Initiative Teams • Executive Sponsor acts as champion for the initiative with all stakeholders• Internal Lead develops initiative charter and work plan and report status and issues to the

Transformation Office as required on a timely basis• Recruit additional members as needed• Execute initiative work plan• Gain consensus on recommendations and develop Objectives/Goals/Strategies/Measures • Communicate initiative status and results to stakeholders

Chancery Department Heads

• Actively and visibly support all approved initiatives• Participant on and/or support initiative teams• Provide timely information and feedback as requested by the initiative teams and

Transformation Office

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CURRENT STATUS OF STRATEGIC INITIATIVES

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COMMUNICATIONS STRATEGY INITIATIVE

Pat Chivers

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Communications Strategy Initiative• Issue/Challenge Addressed

• Team Members Jim Judson (Chair) Pat Chivers (Internal Lead) Fr. Joseph Shaute Fr. Bryan Small

• Key Steps Taken to Address the Issue/Challenge – Diverse members of Communications Strategy Task Force met for three months.

– Reviewed process of understanding, envisioning and planning including the background, recommendations from the GA Bulletin Task Force, planning input, geo-demographics, and discussed audiences and demographic changes.

– Received input and prioritized communications objectives.

– Identified key multiple media outlets for each audience with input from peers of each task force member.

– Developed recommendations to Archdiocese of Atlanta Planning Committee.

In order to reach a broader range of audiences through multiple media (print, online, and broadcast), there is a need to transform the communications strategy of the Archdiocese of Atlanta. There is also a need to identify a new funding model for the Georgia Bulletin and the multiple media outlets to be implemented in 2010.

Lewis Walker Graciela Zamarron Patricia Ramos Nick Going

Diane Guyton Jay Yoon Veronica Diaz

Jessica Handley Salvador Arias Dorothy Polchinski

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Communications Strategy Initiative

• Recommendations

– Evangelize through technology and faith by encouraging communities to build around new media technologies, such as Facebook, Twitter, blogging, etc. In the future, hire a New Media Evangelist to maintain a daily presence by writing and responding to questions and comments.

– To meet the needs of youth and to assist with the increased demands for web presence by all departments of the Archdiocese of Atlanta, a web developer is needed to assist the web master to design a website for teens and to meet additional needs.

– Create a monthly e-Newsletter to parishioners who subscribe through the website to receive this e-message. The e-Newsletter will include news, events, highlight stories from GA Bulletin with a link to GA Bulletin website, highlight a seminarian, highlight a department or ministry, etc. YAM will continue their weekly e-Newsletter.

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• Recommendations (continued)

– Transition The Georgia Bulletin from print to on-line over next 5 years. Begin this year with bi-weekly publication of print version. Explore the possibility of sending an electronic edition of the paper by email to those who subscribe as we decrease the print edition.

– Create public service announcements for radio and television with messages from Archbishop Gregory. Funds are needed to contract with a production company to create the PSA’s.

– Hispanic community: Broadcast Mass, catechesis, and public service announcements on Hispanic radio stations, internet radio, newspapers, and television. Funds are needed to purchase air time on radio stations and a translator is needed as soon as possible.

– Other language groups: Funds are needed to translate materials for parishes to distribute in Vietnamese, Korean, Portuguese, etc.

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• Next Steps– The Georgia Bulletin reports to Communications Director.

– Bi-weekly publication begins June 2009.

– Request funding for Spanish radio air time beginning July 2009.

– Monthly E-newsletter from communications office begins July 2009.

– New position of web developer filled July 1, 2009.

– Presence on Twitter and Facebook begins immediately.

– Public service announcements by Archbishop Gregory beginning immediately with invitation to Eucharistic Congress.

– Donated billboard space with three messages begins immediately (Pro-life message, Family Life message and Archbishop Gregory welcome message).

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STRATEGIC SOURCING INITIATIVE

Paul Maggard

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Strategic Sourcing Initiative• Issue/Challenge Addressed

• Team Members Paul Maggard (Chair) Salvador Arias (Internal Lead) Fr. John Walsh

• Key Steps Taken to Address the Issue/Challenge – Interviewed other Diocese to understand various approaches and trends in

purchasing

– Developed stakeholder group of top parishes and schools and worked in the parishes

– Identified Advantages, Obstacles and Potential Solutions for Strategic Sourcing

– Looked at alternative approaches to pursue savings while maintaining a voluntary approach

– Analyzed parish expenses to identify top categories and explored creative ways to reduce cost of analyzing parish expenses

– Interviewed numerous consultants to identify positive way forward and select trusted vendor

To identify an approach and make recommendations on how to secure significant savings in purchasing supplies and services for the Archdiocese parishes and schools, with the goal of saving from 5-20% on all purchases and supplies

Tom Campbell Tricia DeWitt Frank Moore

Stan Ford Sharon Connelly Jim Herrel

Jack Bushe Barbara Henderson Jenny Miles

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Strategic Sourcing Initiative

• Recommendations– Maintain voluntary approach (not centrally mandated or controlled) to go with

national diocesan trend away from central purchasing

– Bring together numerous entities to gain price savings volume and purchasing power

– Engage Mike Powers/ Financial Solutions Atlanta to conduct AoA Pilot Smart Purchasing Project in a cross-entity approach

• Volunteer pilot program for 5 parishes and 5 schools

• No up front fee. Parishes on a sliding scale pay out of realized savings

• Parishes and schools sign off to engage, realize savings and make payments

– Pending Success of Phase I, negotiate phased roll-out to allow additional entities to engage in the Smart Purchasing Project and all gain from additional volume savings and cost reductions

• Next Steps– Legal review and final negotiation of Master agreement and parish/school sign-off

– Complete pilot parishes/schools buy-in and begin Phase I

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PASTORAL SUPPORT TRANSITION PROJECT

Deacon Dennis Dorner

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Pastoral Ministries Transition Project• Issue/Challenge Addressed

– Recommendations / goals / and directions were not clearly defined

• Must begin with the end in mind• Information provided for making the decisions (priest input) was limited

– Integration of dissimilar processes and programs

• Team Members Monsignor Luis Zarama Deacon Dennis Dorner Bill Hughey

• Key Steps Taken to Address the Issue/Challenge– Meetings with Archbishop Gregory– Meetings with the Archdiocesan Planning Committee– Meetings with the Pastoral Ministries Task Force– Review of data from the Fall 2008 Archdiocesan Pastor Survey– Review of data from the Focus Chancery Operations on Parish Ministries Initiative Team

Transforming the Offices and Ministries included in the Pastoral Support team from program-based units to information and networking support units supporting parish delivery of services through their local ministries. This is the type of support that the pastors requested through the survey. This will require a re-engineering of the processes and systems used by this team going forward.

Father Bob Frederick Father Dan Stack Father Fabio Sotelo

Father Kevin Hargaden Ed Konopka Joyce Guris

Ed McCoy Irene Miranda Mary Boyert Mary Ellen Hughes

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Pastoral Ministries Transition Project• Recommendations

– Education Initiatives

• Family Life Office– Moves to Formation/Discipleship Office– Consolidation and integration of current staffs

• Disabilities Ministry– Education assistance portion moves to Formation/Discipleship Office

– Advocacy Initiatives

• Pro Life– Moves to Communications Office

• Disabilities Ministry– Advocacy and Toni’s Camp moves to Communications Office– Resource to Formation/Discipleship Office

• HIV/AIDS– Eliminate the office and the associated personnel positions– Offer grant to Catholic Charities to take on this responsibility

» How CC staffs for this responsibility is up to CC

• Next Steps

– Schedule Meetings with new Department Heads

• Assess Needs

• Consolidation of staff and budget

– Logic Model review of all programs and services

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COST CONTROL WITHIN CHANCERY OPERATIONS

Brad Wilson

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Cost Control within Chancery Operations• Issue/Challenge Addressed

• Team Members Brad Wilson Chuck Thibaudeau All members of the Secretariat

• Key Steps Taken to Address the Issue/Challenge

– Implement Job Grades and Pay Scale– Improve budget process and review– Utilize tools such as the Logic Model to prioritize resources– Invest in the technology required to implement recommendations– Continually question the prioritization of and the need for spending– Recruit new Finance Council members with expertise to assist in Cost Control

activities

With the many initiatives underway, ensure that the total costs of the Chancery remains flat to the 2008/09 budget. Continued cost control will be needed as some costs naturally increase and as new resources may be needed to execute the new initiatives.

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Cost Control within Chancery Operations

• Recommendations/Progress To Date

– One additional position in Finance was eliminated (total of 4 over two years)

– Implement the recommendations of the various committees

– Monitor additional costs from new initiatives and prioritize spending

– Harvest the benefits of our existing and new investment in technology

– New Finance Council member skills in HR, Treasury, Insurance, and Construction

• Next Steps

– Complete budget with reorganized departments

– Work with Team Leaders to complete implementation of recommendations

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FACILITIES PLANNING AND CONSTRUCTION TRANSFORMATION

Valerie Landau and George Barrie

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Facilities Planning and Construction Transformation• Issue/Challenge addressed

• Team Members – Facilities Advisory Board Valerie Landau (Chair) Salvador Arias (internal Lead) Monsignor Joe Corbett

• Key Steps Taken to Address the Issue/Challenge – Recommended and formed Facilities Planning and Construction Advisory Board

with lay experts and pastors

– Reviewed Archdiocesan Planning Committee results• Facilities Sub-committee (North Highland Study) Results• Planning Committee Recommendations Implementation Status

– Divided 12 priority transformation tasks into five named committees• Executive• Policy and Legal• Finance• Process Improvement• Customer Advocacy

Provide recommendations to the Archbishop on the transformation of the Facilities Planning and Construction Process to improve the performance and enable the projected growth of the Archdiocese

Bill Morrison John Schiavone Doug Tollet

Fr. Fernando Molina-Restrepo

Fr. Paul Flood Fr. Dan Fleming

David Boring Christa Cook Mark de St Aubin

George Barrie Brad Wilson Jenny Miles

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Facilities Planning and Construction Transformation

• Progress to Date

– By-laws drafted and board purpose and role being refined

– Succession of Master Planner with emphasis shifted to facilities master planning and leading the transformation of Facilities Planning and Construction

• Next Steps

– Finalize and approve the By-Laws

– Finalize job description for Master Planning and hire professional resource

– Prioritize and plan sub-committee key transformation tasks

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PLANNING STUDY FOR CATHOLIC SCHOOLS

Diane Starkovich

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Planning Study for Catholic Schools• Issue/Challenge addressed

• Team Members Chris Reynolds (Chair) Karen Vogtner (Vice Chair) Msgr. Luis Zarama

The Education Model Subcommittee was asked to address the affordability and availability of Catholic schools in the Archdiocese. In addition, the Archbishop retained the Center for the Advancement of Catholic Education of The Catholic University of America to assess the needs of the schools, to develop a comprehensive plan as to how to use the resources in the Archdiocese to meet those needs, and to identify future locations for new schools and opportunities to expand existing ones.

Rene Cote Myrtle Davis Dennis Johnson, Jr.

Fr. Greg Hartmayer Fr. Frank McNamee Deacon Dennis

Dorner

Gary Lee Paul Maggard Bill Maron

Gary Meader Steve Spellman Diane Starkovich Brad Wilson

Catholic University of America

Dr. John Convey Dr. Len DeFiore

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Planning Study for Catholic Schools

• Key Steps Taken to Address the Issue/Challenge – Collect data: enrollment, financial, demographic

– Surveys: educators, parents, parishes

– Consultation: Priests – October 2007

– Problem Element Meeting – October 20, 2007

– Solution Element Meeting – April 2, 2008

– Development of Preliminary Recommendations

– Consultation: St. Theresa, Douglasville – November 13, 2008

– Consultation: St. Pius X Catholic High School – November 17, 2008

– Consultation: Prince of Peace – November 24, 2008

– Consultation: St. James the Apostle – December 4, 2008

– Consultation: Transfiguration – December 11, 2008

– Consultation: Priests – December 17, 2008

– Education Model Subcommittee – monthly meetings from September 2007 to April 2009

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• Recommendations

The full report will be posted to the Archdiocesan website. Key recommendations include:

–Archbishop to issue a statement on Catholic education

–Assignment of pastors supportive of Catholic schools

–Orientation for new pastors of parishes with schools and ongoing support for all pastors in their school leadership roles

–Monitoring of “vital signs” – academic, Catholicity, finances and enrollment

–Establish an endowment for tuition assistance which could include: aggressive discipleship and stewardship programs, major development campaign for tuition assistance, and/or special collection for tuition assistance

–Maintain the school assessment tax at 12% and, as the debt service decreases, gradually shift the savings into tuition assistance. The level of school assessment should be evaluated periodically in light of the success of stewardship efforts and HB1133 (G.R.A.C.E.)

–Continue to award funds for tuition assistance to the schools

–New schools will be parish based or in some cases, a collaboration of several parishes to form an interparochial school

–Possible new school locations identified. Recommendation for expansion of one current regional school (Queen of Angels)

–Increase efforts to market schools to students from minority populations

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• Progress To Date

– Marketing & public relations plan produced by subcommittee of the Archdiocesan School Advisory Council

– Monitor and improve academic excellence and Catholic identity in all schools

– Common religious education curriculum secured for schools and parish schools of religion

– Common catechist certification process for school-based and parish-based catechists

– Principals completing school viability self-assessment

– G.R.A.C.E. marketing efforts renewed

– Reduction of operating subsidies to two under enrolled schools in collaboration with the CFO

– Submitted grant applications for programs to address students with special needs

– Initial contact with 3 parishes regarding the establishment of parish or interparochial schools.

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• Next Steps

– Work with communications office to issue Archbishop’s statement.

– Archdiocesan School Advisory Council to assist in establishing school benchmarks and identifying “red flags.”

– Work with other archdiocesan offices to explore funding and operating resources to support the best education possible for the large and often poorly served minority populations in the Archdiocese.

– Aggressively pursue redirection of tax liability (G.R.A.C.E.) while continuing to lobby for school choice efforts (vouchers).

– Follow-up with guidance to new school exploratory committees established in parishes.

– Work with principals and local school advisory councils to implement those recommendations specifically listed for schools.

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GRACE SCHOLARS MARKETING

Karen Vogtner

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Grace Scholars Marketing• Issue/Challenge addressed

• Team Members Karen Vogtner (Chair) Salvador Arias (Internal Lead) Steve Spellman


– Subcommittee given background and identified primary obstacles– Focus groups and surveys with target segments used to understand

obstacles and value propositions– Information gathered from Florida’s success with similar tax credit

program– Breakout sessions to develop marketing plan for specific primary target

groups– Reviewed and approved drafted segment marketing plans

Dramatically increase donations by quickly creating a marketing plan and modifying the value propositions for GRACE Scholars to various target groups: Parishioners, Corporations, Schools, Chancery Staff, Vendors and Knights of Columbus

Pat Mannelly Steve Siler Bill Garrett

Scott Garrett Kevin Kelly Jackie Tardy

Fr. Frank McNamee Fr. Gregory Hartmayer Diane Starkovich

Chuck Thibaudeau Jenny Miles

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Grace Scholars Marketing• Recommendations

– Develop and implement segment campaigns for all 6 segments with priority on parishes and corporations

– Adopt key donor provisions: designation of schools and multi-year scholarships

– Identify Catholic corporate executives and run a campaign directly to them starting with Archbishop’s letter

– Develop parish campaign with pastors opening the door, recruiting parish teams and incorporating large meetings with top donors

– Cross-sell to national corporations donating to Florida and create low-income fund to attract corporate giving

– Retain experienced, professional development person to drive GRACE campaigns

– Samples of completed State forms with easy to reach personal assistance and new communications materials with pro bono tax expertise to help potential givers

• Next Steps– GRACE Board to approve marketing plans and new provisions

– Finalize new marketing materials, website, forms and examples

– Hire development person

– Ask all present to donate to GRACE and get involved in parish and school campaigns

Grace children with a life-changing Catholic education and receive a 100% tax credit.Redirect your Georgia taxes to GRACE Scholars

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DISCIPLESHIP INITIATIVEDennis Johnson, Jr. and Steve Siler

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• Team Members Monica Oppermann (Chair) Fr. Eric Hill (Vice Chair) Jim Judson

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Discipleship Initiative

To foster renewal of Catholic life in the Archdiocese of Atlanta

• Grow mature disciples

• Grow vibrant communities of faith

• To refine the understanding and practice of stewardship among believers

• Issue/Challenge Addressed

Trish Johnston Charlie Douglas Dr. John O’Shea

Fr. Fred Wendel Fr. Vic Galier

Patty Childs Danny Dorsel

Christine Heusinger Dennis Johnson, Jr. Barbara Henderson

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DATA REVIEWED

– Input from the Planning Committee

– Comments from interviews with pastors, school principals, Archdiocesan leadership and parishioners

– Results of third-party market research

OUTSIDE REPORTS REVIEWED

– USCCB Report: Stewardship: A Disciple’s Response

– Diocese of Wichita: The Characteristics of a Christian Steward

– Diocese of Wichita: The Pillars of Stewardship

OTHER INFORMATION REVIEWED

– Interview summary from the Diocese of Wichita

– Interview summary from the Archdiocese of Chicago

– Interview summary from St. Mary’s on the Hill parish, Augusta, GA


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Discipleship Subcommittee Findings

1. The meaning of stewardship is often misunderstood 2. The quality of parish life, not parish size, has a direct impact on the level of

discipleship and stewardship

3. Pastors are not always the champions of stewardship in their own parishes4. The mantra of “time, talent and treasure” is not resonating with people today.5. The concept of stewardship varies significantly across cultures and countries.6. Many, many good works are accomplished every day in the Archdiocese of Atlanta;

however, much of this work goes unnoticed.7. There is no single approach to discipleship.8. Subcommittee discussions made it clear that stewardship could not be adequately

addressed without also addressing the concept of discipleship.

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Discipleship Subcommittee Recommendations

1. Make increasing the overall level of mature discipleship in the Archdiocese a top priority

2. Create a “discipleship department” within the Chancery to lead the initiative

3. Implement the “model parish” in each deanery

4. Increase the Archbishop’s visible support of discipleship

5. Expand discipleship training for seminarians, clergy and lay leaders throughout the Archdiocese

6. Recognize and address multi-cultural opportunities and challenges

7. Communicate the good that we do—humbly but effectively

8. Pursue other (non-offertory) funding sources aggressively

Progress to Date

1. Created a Discipleship Directorate within the Chancery to lead the initiative

• Integrated-approach to discipleship and stewardship• Process not program• Collaborative and organic (not “top-down”)• Adaptable to multicultural realities• Networks parishes and chancery structures• Fosters ongoing engagement

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Discipleship Initiative2. Initiated work with Pilot Parishes

Parish Location

ImplementingSt. Jude (N Metro)Msgr. James Fennessy

Sandy Springs

St. Matthew (South)Fr. Vic Galier

Tyrone

St. Andrew (N Metro) Msgr. Hugh Marren

Roswell

Shrine of the Immaculate Conception (Central)Msgr. Henry Gracz

Atlanta

St. Oliver Plunkett (NE Metro) Fr. Jim Henault

Snellville

Cathedral of Christ the King (Central)Fr. Frank McNamee

Atlanta

St. Ann (NW Metro)Fr. Tom Reilly

Marietta

St. Thomas Aquinas (N Metro)Fr. Greg Goolsby

Alpharetta

PreparingChrist Our King and Savior (SE)Fr. Philip Ryan

Greensboro

St. Mary Magdalene (SW) Fr. Dan Fleming

Newnan

Discerning

Holy Family (NW Metro)Fr. Darragh Griffith

Marietta

On HoldPeter Chanel (N Metro) Fr. Peter Rau

Roswell

Prince of Peace (NE Metro) Fr. Paul Berny

Flowery Branch

St. Francis of Assisi (NW) Fr. Dan Stack

Cartersville

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Discipleship Initiative• Next Steps

– Continue to support pilot parishes in their evaluation, planning, and implementation efforts

– Facilitate an ongoing parish-based renewal process• Coordinating:

– Organize and form parish team• Assessing:

– Prepare, refine, and execute assessment tool• Reviewing:

– Evaluate results and identify improvement steps• Executing:

– Initiate improvement plan, review and adjust as needed

– Develop communication tools for sharing best practices

– Develop standards for evaluating progress of initiative

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CLOSING REMARKS

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THANK YOU!

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Q & A

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Documents

Archdiocese of Atlanta Planning Committee Planning Committee Meeting June 4, 2009