SustainabilityMission Communication to Parishioners 1 SustainabilityMission To keep

Sustainability/Mission & Communication to Parishioners 1

Sustainability/Mission • • • To keep in existence; to grow Maintain; to endure; to withstand To provide with nourishment; encourage To support the spirit, vitality or resolution To corroborate; confirm Firm foundation 2

How do we achieve Sustainability • • Have a vision of the future of the PCA Teamwork; Communication Hard work on all levels Maintaining a positive attitude Invest in what works; Stop funding what does not Good planning Excellent execution Willingness to take risks 3

Parish Planning Process • Pastoral and Finance Committees of each parish develop a 5 year plan for the PCA – Hold Town Hall meetings with the community – Where can we be in 2022 • Start with the current situation – Reality of where the PCA is today – Address risks and opportunities • Needs to be specific and actionable – With time lines and deadlines – Good detailed budget as Year 1 of the plan 4

So how so we get there? • Rule 1 - Each Parish and PCA must be self funding – Every mission needs to achieve a positive margin • Invest : We are going to need to invest in programs • Raise Cash: to pay for investments Cash Flow is Key ! 5

INVEST • Evangelization programs- Grow – Pastoral leadership planning & training • Youth and Young adult Programs – Catholic schools – Education of our youth is key to the future • Diocesan programs – Things we can not do ourselves and need support – Tasks that take the work load off pastors- i. e. Hospital ministry • • • Facility upgrades & maintenance Support for Cemeteries Lay pension Plan 6

Opportunities for Cash • Successful execution of the Strategic plan – Getting more people in the pews • Electronic Giving • Increased offering programs • Planned giving & bequests • Sale of excess real estate - BIG OPPORTUNITY • Expense saving opportunities – More volunteers More part-time employees/staff – Re-define positons/roles 7

Key questions to ask • If there are 1000 Catholics living in our PCA and 400 are active, how do we bring the 600 back to church – What does a welcoming parish/PCA look like • What staff, programs, services might be shared? • Develop finance and supervision plans – One central accounting office that charges back – Looking at reallocation of funds to support weaker entity • How do we develop a deeper level of inter-parochial participation? 8

What long range assumptions should we use? • Salary increases of 2%/ yr. • Heath Insurance increases of 5%/ yr. • Lay pension plan needs to be funded or paid down – 50 -100% of all property sales into the Lay Plan • Hope Appeal continues in its current format • The Catholic School assessment will continue to decrease – 1 -3% per year – High School reorganization - increased community and alumni support • Elementary schools supported within the PCA – Sharing and cooperation for education our youth 9

What long range assumptions should we use? • Insurance – No increase in Auto, G/L , workers comp or property insurance • except if values increase or property sold • Clerical assessment and admin assessment will continue – May change in 2022 10

What are the risks • Reduced parish income from Mass schedule changes – – – Risk to the parish Redistribution of income within the PCA Redistribution of Income outside the PCA Risk to school within a PCA Risk to pay expenses • Reduced Diocesan Income – Impact on Hope Appeal & Diocesan Services – Risk to school assessment 11

Other thoughts • Pay attention to impact of changes made – Mass schedule changed – what happen? – New program– how successful • • • This will take time – patience is a virtue Goal - Greater availability of pastors time as spiritual leader Goal - Increase efficiencies within the PCA – Economies of scale – An opportunity to try different models of “servant leadership team” 12

Walk through an example 13

Current situation In year 2000: In year 2015 8, 058 – HS Faith Form 33, 291 - Elem Ed 3, 946 -Confirmed 5, 689 baptisms 2, 083 marriages 103, 000 attend Mass weekly 4, 925 – HS Faith Form 13, 536 – Elem Ed 2, 647 – Confirmed 2, 612 - baptisms 769 marriages 75, 000 attend Mass weekly 108 priests currently serve 127 parishes 14

Where is the PCA today? • • • Catholics in the PCA 1, 200 Those attending Mass Number on weekend masses Number of Priests 4 Number of Deacons 1 Lay administrative support Number of sacraments given Number of funerals Operating profit Investments /Cash in the bank Number of active programs Number of Buildings Today 12 in 5 years 700 10 71 26 ($60, 000) $600, 000 15 8 15

Where can we be in 5 years • • • years Catholics in the PCA Those attending mass Number on weekend masses Number of Priests Number of Deacons Lay administration support Number of sacraments given Number of deaths Operating profit Investments /Cash in the bank Number of active programs Number of Buildings Today in 5 1, 200 700 (60%) 12 4 1 10 71 (10%) 26 ($60, 000) $600, 000 15 1, 200 900 (75%) 5 1 4 7 90 (10%) 35 $25, 000 $1, 000 10 8 4 16

What is the Diocese doing to help • Strategic Planning Committee made up of 8 pastors from across the Diocese that ensures Hope Appeal spending is supporting the needs of the parish and the community • Reducing the Catholic school assessment so each school is moving towards being self sufficient – Parishes with school need a more detailed plan • Programs to reduce the cost in the parishes – Centralization of payroll – 95% Completed – Diocesan health care cost increases significant below region 17

Life is about Choices • Make the hard decisions now and get ahead of the curve or wait until a negative happens and react – Be proactive vs reactive – It is always better to be ahead of the curve – “Just do it” • See the glass as half full or see it as half empty – Positive and optimistic with realism is critical • When you see a road block – resolve the issue – Do not let anything stop you from moving forward – No excuses 18

Sustainability/Mission • • Focus on the Mission/Goal- Vision Understand the current situation Evaluate Risks & Opportunities Develop a 5 year plan Develop a detailed first year budget Execute the plan; timeline and deadlines Keep what works; toss out was does not 19

Goal Open and welcoming Faith community serving the needs of all in the PCA with a team of lay leaders Collaborating with and supporting priests and deacons in their pastoral ministry 20

Reality • Change is very difficult- especially when it includes you – But it is reality- and we must deal with it • Positive / can do attitude is critical • Team work and communication is key – Stop all rumors – they will kill you – Only start the rumors you want out there 21

Communication to Parish • Develop a concrete ways to communicate to the parish – Realities of the situation – Provide transparency to financial reports and make easy to understand – Explain the current situation on sacraments within the parish on an annual basis – Discuss social media and getting the young back to church • Share what is going on in the PCA process – Communications on web site and in the bulletin • Hold Town Hall meetings 22

Individual Commitment to a group effort – That is what makes a team work, a Company work, a Society work, a civilization work Vince Lombardi 23