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Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 NCEA Convention 2007 Baltimore Baltimore Brother Lawrence Harvey, CFX Brother Lawrence Harvey, CFX Xaverian Brothers Sponsored Schools Xaverian Brothers Sponsored Schools

Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

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Page 1: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone

NCEA Convention 2007 NCEA Convention 2007 ▫ Baltimore▫ Baltimore

Brother Lawrence Harvey, CFXBrother Lawrence Harvey, CFXXaverian Brothers Sponsored SchoolsXaverian Brothers Sponsored Schools

Page 2: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Outline

I.I. Review and Defining of SponsorshipReview and Defining of Sponsorship

II.II. Traditional Governance Structures Traditional Governance Structures Religious Communities have used for Religious Communities have used for SponsorshipSponsorship

Xaverian modelXaverian model

III.III. EffectivenessEffectiveness

IV.IV. Emerging ModelsEmerging Models Issues and OpportunitiesIssues and Opportunities

V.V. Lessons for EveryoneLessons for Everyone

Exploring Governance Structures of Community Sponsored Schools: Lesson for Everyone

Page 3: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Defining Sponsorship

Canon Law Recognize entity as

ministry of the Church Faithful administration of

the ministry Preservation of

ecclesiastical goods

Civil Law The way in which the

canonical reality is expressed in civil law. Typically, through reserve powers that control mission, appointment of directors/trustees, alienation of property

Page 4: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Defining Sponsorship

“Sponsorship is a reservation of canonical control by the juridic person that founded and/or sustains an incorporated apostolate that remains canonically part of the church entity. This retention of control need not be such as to create civil law liability on the part of the sponsor for corporate acts or omissions but should be enough for the canonical stewards of the sponsoring organization to meet their canonical obligations of faith and administration regarding the activities of the incorporated apostolate.”

Jordan Hite, TOR

Page 5: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Defining Sponsorship

“Sponsorship is a reservation of canonical control by the juridic person that founded and/or sustains an incorporated apostolate that remains canonically part of the church entity. This retention of control need not be such as to create civil law liability on the part of the sponsor for corporate acts or omissions but should be enough for the canonical stewards of the sponsoring organization to meet their canonical obligations of faith and administration regarding the activities of the incorporated apostolate.”

Jordan Hite, TOR

Page 6: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Defining SponsorshipDefining Sponsorship

Sponsorship of an apostolate or ministry is a formal Sponsorship of an apostolate or ministry is a formal relationship between a recognized Catholic relationship between a recognized Catholic organization and a legally formed entity entered organization and a legally formed entity entered into for the sake of promoting and sustaining the into for the sake of promoting and sustaining the Church’s mission in the world.Church’s mission in the world.

Francis G. Morrisey, OMIFrancis G. Morrisey, OMI

Sponsorship usually entails three important Sponsorship usually entails three important elementselements

1.1. Use of one’s nameUse of one’s name

2.2. Exercise of certain governance responsibilitiesExercise of certain governance responsibilities

3.3. Accountability to Church authoritiesAccountability to Church authorities

Page 7: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Traditional Governance Models Used in Sponsorship Two – tiered boards

Members of Corporation – (most often role played by provincial council or leadership team) reserve powers: control of documents, appointment of directors or trustees, alienation of property, appointment of chief administrator, approval of loans

Boards with two classes of directors One class of directors (usually members of the province

leadership or directors appointed by province leadership) has veto, approval, reserve powers over certain areas

Page 8: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Roles of Sponsors Today Interpreters of Mission Institutional memory and conscience

Have a “right” to ask about institutional fidelity Successors and present day embodiment of

pioneers Symbolize the lives given to the mission

Help to shape institutional culture Contributors to institution Serve as structural link to the Church

Can serve as a “buffer” between hierarchy and institution

Meanings and Patterns of Sponsorship Today Morey and

Holtschneider

Page 9: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Structuring the Relationship Between Sponsor and Institutions Lines of authority between sponsors and trustees must be

clear Needs to be an agreement between parties as to expectations

(things need to be formalized and written down) Has to be appreciation of each other’s culture (that of the religious

community and that of the institution) Will of the sponsors needs to be clear Should outline how the relationship should develop Both sponsors and trustees need to know and respect the civil and

canonical structures

Relationship between leaders (institution and sponsor/congregation) are key and need to be developed

Meanings and Patterns of Sponsorship Today Morey and

Holtschneider

Page 10: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Xaverian Sponsorship Model

““Four Pillars of Xaverian Sponsorship”Four Pillars of Xaverian Sponsorship”

XBSS is a complex of four elements Common Goals (XBSS Foundational Documents) Common Governance Structure Formational Programs Networking Opportunities

Page 11: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Effectiveness

1.      A clear vision of their purpose, their mission.

2.      The leader of the individual school is fully formed (indoctrinated) into the central vision of the schools/network.

3.      Teachers and other staff form a community; they have become a faculty.

4.      There is a governance system appropriate to the ownership or control of the school.

5.      Some central services are provided consistent with the overall vision/mission of the school, but decisions are made at the lowest appropriate level.

6. There is an accountability system appropriate to an essentially site-managed system.

“Building and Maintaining Multischool Networks”Mary Beth Celio

Page 12: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

New/Developing Models Sponsorship Boards or

Councils Group (including both lay

and religious) appointed by congregational leadership holds reserve powers on behalf of congregation

Contractual Arrangement Congregation enters into

contract with self-perpetuating board and has influence and responsibility for mission

Public Juridic Person Some Congregations are

considering following the example of Catholic health care and creating a public juridic person to act as sponsoring agent

Association of the Faithful Seeking recognition from a

diocese for an “association of the faithful” that would have canonical status and come under the authority of proper ecclesiastical authority

Page 13: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Issues and Opportunities with new models

Need for education, formation for mission, developing and implementing a theology of sponsorship, developing next generation of sponsors

Page 14: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Issues and Opportunities with new models

INDIVIDUAL

FORMATION

ONGOINGBOARD

FORMATION

Page 15: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Issues and Opportunities with new modelsSpiritual Competencies for Mission Focused LeadersSpiritual Competencies for Mission Focused Leaders

(Congregation of St. Agnes)

Serve others Focus on mission Communicate the vision Decide wisely and

courageously Model integrity

Are team players Cultivate their inner life Live with meaning and

purpose Express vulnerability

Page 16: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Competencies for Sponsors

Vocation Decision making and oversight guided by Xaverian charism of educationEvidence a commitment to ministry of Catholic education and provide a prophetic challenge in decisions that affect sponsored ministries

Values Catholic Social TeachingEvidence leadership in advancing Catholic social teaching in evaluating decisions made by sponsored institutionsTransformationEvidence a sensitivity to diversity in all aspects of sponsored ministry and serve as an agent of systemic transformation that creates deeper awareness of the common good

Focus Relationship with Church - knowledgeable of tradition, history, structurePrivate school governance – have a clear knowledge

Action Ability to choose effective leaders and to develop leadersStrategic Leadership

Adapted from “Mission Centered Leadership Model” Bon Secours Health System

Page 17: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Lessons for EveryoneTransformational – CodeterminativeTransformational – Codeterminative GovernanceGovernance

A model that suggests a possible future governance structure for Catholic A model that suggests a possible future governance structure for Catholic schools is the transformational / codeterminative governance structure paradigm. schools is the transformational / codeterminative governance structure paradigm. It offers a power sharing approach to governance for the continuation, It offers a power sharing approach to governance for the continuation, maintenance, and expansion of Catholic schools. It is based on the research on maintenance, and expansion of Catholic schools. It is based on the research on effective schools, the research on effective Catholic schools, the literature of effective schools, the research on effective Catholic schools, the literature of participative management, power, and empowerment, and the lived experience participative management, power, and empowerment, and the lived experience of Catholic school community members. Transformation is the markedly different of Catholic school community members. Transformation is the markedly different form that governance structures should take so that Catholic schools can form that governance structures should take so that Catholic schools can continue to exist. Codetermination is the manner in which decisions are mutually continue to exist. Codetermination is the manner in which decisions are mutually agreed upon and implies an ownership on the part of each person involved in the agreed upon and implies an ownership on the part of each person involved in the decision making. It is more than mere cooperation and collaboration. Combining decision making. It is more than mere cooperation and collaboration. Combining these concepts, the future of Catholic school governance structures becomes a these concepts, the future of Catholic school governance structures becomes a search for the ownership of the enterprise of Catholic schools by all segments of search for the ownership of the enterprise of Catholic schools by all segments of the church and the local civic community. the church and the local civic community.

Catholic Schools for the 21st Century: Catholic Schools for the 21st Century: Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991Catholic Schools for the 21st Century: Catholic Schools for the 21st Century: Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991

Page 18: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Lessons for EveryoneThe future offers the possibility that: The future offers the possibility that:

(1)(1) Catholic schools will be administered and staffed totally by the Catholic schools will be administered and staffed totally by the

Catholic laity and persons of other religious traditions; Catholic laity and persons of other religious traditions;

(2)(2) the school will be controlled by the local Catholic community through the school will be controlled by the local Catholic community through

boards with local jurisdiction and accountability; boards with local jurisdiction and accountability;

(3)(3) the processes used in the smooth operation of the school will be the processes used in the smooth operation of the school will be

collegial, collaborative, and codeterminative; and collegial, collaborative, and codeterminative; and

(4)(4) school community membership will be expanded to include an ever school community membership will be expanded to include an ever

increasing number of persons who have an interest in and concern for increasing number of persons who have an interest in and concern for

quality education. These possibilities already exist on the Catholic quality education. These possibilities already exist on the Catholic

college and university levels, in some religious community-owned high college and university levels, in some religious community-owned high

schools, and in some consolidations of parish elementary schools. schools, and in some consolidations of parish elementary schools.

Catholic Schools for the 21st Century: Catholic Schools for the 21st Century: Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991Catholic School Governance and Finance, Rosemary Hocevar, OSU, NCEA 1991

Page 19: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Lessons for Everyone

How can the model be adapted for How can the model be adapted for use by dioceses, regional networks of use by dioceses, regional networks of schools or entities?schools or entities?

Page 20: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Lessons for Everyone … Are the Nativity, San Miguel and Cristo Rey models already

an example of how this model can be adapted to meet the

changing needs of Catholic education?

Are there already other lay networks of like-minded schools

that have adapted this model for their purposes? (Have for-

profit networks of Charter schools already appropriated this

model for their purposes?)

Can existing networks of schools (be they sponsored by

religious congregations or lay associations) respond to the

needs for Catholic education in urban or rural settings by

establishing new schools or alternative schools?

Page 21: Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone NCEA Convention 2007 ▫ Baltimore Brother Lawrence Harvey, CFX Xaverian

Exploring Governance Structures of Community Sponsored Schools: Lessons for Everyone

NCEA Convention 2007 NCEA Convention 2007 ▫ Baltimore▫ Baltimore

Brother Lawrence Harvey, CFXBrother Lawrence Harvey, CFXwww.XBSS.orgwww.XBSS.org

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