Sacred Heart of Jesus Town Hall Meeting Strategic Restructure Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
Agenda <ul><li>Opening Prayer </li></ul><ul><li>History </li></ul><ul><li>Situation Overview </li></ul><ul><li>Financial A...
Opening Prayer and Why We are Here Father Bill Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
History <ul><li>SHJ founded in 1875 </li></ul><ul><li>Rich history of serving Boulder County </li></ul><ul><li>Past six ye...
Our Parish Today Jun 2, 2009 SHJ Parish Strategic Plan: Church + School + We are one.
The Situation <ul><li>SHJ “financially active” congregation has shrunk  </li></ul><ul><li>Our organization is set up to ha...
How We Make Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
SHJ is Losing Money <ul><li>2006-2007 deficit= $247,619 </li></ul><ul><li>2007-2008 deficit= $559,595 </li></ul><ul><li>Th...
How did we get here? <ul><li>Mistakenly Optimistic </li></ul><ul><li>Aging Infrastructure/Deferred maintenance </li></ul><...
Some Facts <ul><li>The Archdiocese expects the parish to invest approximately $200,000/year in our children by offsetting ...
Good News is…. <ul><li>The parish is spiritually vibrant </li></ul><ul><ul><li>1000 registered families – hundreds unregis...
Action Plan <ul><li>Actions already taken </li></ul><ul><ul><li>New finance council formed </li></ul></ul><ul><ul><li>Budg...
Action Plan (cont’d) <ul><li>Actions we still need to undertake </li></ul><ul><ul><li>Volunteer Program (paid coordinator,...
Impact to the Church <ul><li>Ministries will change </li></ul><ul><ul><li>Religious education, Hispanic, Youth and Liturgy...
Impact to the School <ul><li>Mission, education caliber and care for our children will remain unchanged </li></ul><ul><li>...
The Future <ul><li>We Will Become Self-sustaining  </li></ul><ul><ul><li>Vibrant parish – solid donations – exceptional sc...
Questions
Appendix Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
Trusted Advisors Group – TAG Team organized to address operating deficits <ul><li>Fr. Bill – Pastor – Responsibility lies ...
Organizational Chart Jun 2, 2009 SHJ Parish Strategic Plan: Church + School Finance Council Parish  Council Parochial Vicar
SHJ is Losing Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School <ul><li>The dramatic increase in 2008 losses is...
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SHJ Boulder Restructure
May 2008

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  • Town Hall meeting
  • Town Hall Meeting Slides

    1. 1. Sacred Heart of Jesus Town Hall Meeting Strategic Restructure Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    2. 2. Agenda <ul><li>Opening Prayer </li></ul><ul><li>History </li></ul><ul><li>Situation Overview </li></ul><ul><li>Financial Analysis </li></ul><ul><li>Impact </li></ul><ul><li>Action Plan </li></ul><ul><li>Q&A </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    3. 3. Opening Prayer and Why We are Here Father Bill Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    4. 4. History <ul><li>SHJ founded in 1875 </li></ul><ul><li>Rich history of serving Boulder County </li></ul><ul><li>Past six years many challenges </li></ul><ul><li>Past three years considered moving </li></ul><ul><li>Past 18 months – recommitted to stay in downtown Boulder </li></ul><ul><li>TAG and SWAT teams formed 6 months ago to create a sustainability plan </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    5. 5. Our Parish Today Jun 2, 2009 SHJ Parish Strategic Plan: Church + School + We are one.
    6. 6. The Situation <ul><li>SHJ “financially active” congregation has shrunk </li></ul><ul><li>Our organization is set up to handle twice the congregation </li></ul><ul><li>We have been running a deficit for the last two years </li></ul><ul><li>If we don’t act now our savings will be depleted in 15 months </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    7. 7. How We Make Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    8. 8. SHJ is Losing Money <ul><li>2006-2007 deficit= $247,619 </li></ul><ul><li>2007-2008 deficit= $559,595 </li></ul><ul><li>The dramatic increase in 2008 losses is due primarily to a flawed budgeting process. </li></ul><ul><li>Income from the school tuition and church offertory was over-estimated. </li></ul><ul><li>Expenses were based upon budgeted revenues </li></ul><ul><li>Expenses now being aligned to actual revenue. </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    9. 9. How did we get here? <ul><li>Mistakenly Optimistic </li></ul><ul><li>Aging Infrastructure/Deferred maintenance </li></ul><ul><li>Parish Center was over-staffed for revenue </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    10. 10. Some Facts <ul><li>The Archdiocese expects the parish to invest approximately $200,000/year in our children by offsetting a portion of the school’s operating costs </li></ul><ul><li>Annual offertory giving is down </li></ul><ul><li>Several benefactors are willing to make substantial donations for capital projects </li></ul><ul><li>Recent increase in work being done by volunteers </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    11. 11. Good News is…. <ul><li>The parish is spiritually vibrant </li></ul><ul><ul><li>1000 registered families – hundreds unregistered </li></ul></ul><ul><ul><li>200+ volunteers help run the church and school </li></ul></ul><ul><ul><li>Increasing numbers of First Communicants, Confirmandi, RCIA participants </li></ul></ul><ul><li>The parish is solvent </li></ul><ul><ul><li>$500K savings </li></ul></ul><ul><ul><li>Identified ways to generate revenue and save money </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    12. 12. Action Plan <ul><li>Actions already taken </li></ul><ul><ul><li>New finance council formed </li></ul></ul><ul><ul><li>Budgeting process reformed </li></ul></ul><ul><ul><li>Recruiting new controller for parish </li></ul></ul><ul><ul><li>School tuition for 2008 / 2009 school year raised by 7% </li></ul></ul><ul><ul><li>Reduction in parish staff and salaries at 6/30/08 </li></ul></ul><ul><ul><li>Rebuilt financial model to better manage future budgets </li></ul></ul><ul><ul><li>Moving Parish to Pastoral Model (volunteerism) </li></ul></ul><ul><ul><li>Implementation of ideas from the SWAT teams </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    13. 13. Action Plan (cont’d) <ul><li>Actions we still need to undertake </li></ul><ul><ul><li>Volunteer Program (paid coordinator, recruitment) </li></ul></ul><ul><ul><li>Forming school advisory team </li></ul></ul><ul><ul><li>Reconstitute the parish council </li></ul></ul><ul><ul><li>2008-2009 budget goal- breakeven? </li></ul></ul><ul><ul><li>Work with other local parishes for ministry support </li></ul></ul><ul><ul><li>Live within our means </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    14. 14. Impact to the Church <ul><li>Ministries will change </li></ul><ul><ul><li>Religious education, Hispanic, Youth and Liturgy will be led by volunteers </li></ul></ul><ul><ul><li>RCIA, Sacramental preparation, school, religious education will continue </li></ul></ul><ul><ul><li>Volunteer support will be critical </li></ul></ul><ul><li>Less paid help </li></ul><ul><ul><li>Transition to volunteer staff may take time and some less important things may not be attended to in a timely manner </li></ul></ul><ul><li>Communication may slow down for a while </li></ul><ul><ul><li>Need to transition to more modern / economical forms of outreach and build a volunteer staff to assist </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    15. 15. Impact to the School <ul><li>Mission, education caliber and care for our children will remain unchanged </li></ul><ul><li>Finance Council working with Principal (Jan) during budgetary process </li></ul><ul><li>School Advisory Team (SAT) will develop long-term plan for financial sustainability (fundraising, drive enrollment, curriculum review, etc.) </li></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    16. 16. The Future <ul><li>We Will Become Self-sustaining </li></ul><ul><ul><li>Vibrant parish – solid donations – exceptional school – great people </li></ul></ul><ul><li>We Must Rely on Volunteers </li></ul><ul><ul><li>Personnel expense is our largest cost driver </li></ul></ul><ul><li>We Must Rebuild Our Savings </li></ul><ul><ul><li>A healthy savings account has given us a buffer to avert crisis – we need to rebuild it. </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    17. 17. Questions
    18. 18. Appendix Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    19. 19. Trusted Advisors Group – TAG Team organized to address operating deficits <ul><li>Fr. Bill – Pastor – Responsibility lies with me! </li></ul><ul><li>Michelle Anderson – Director of Administration </li></ul><ul><ul><li>SHJ parishioner for 15 years, mother of two former SHJ students, Previously Director of Religious Education at SHJ, 20 years business experience </li></ul></ul><ul><li>Jan Altevogt – School Principal </li></ul><ul><li>Joel Daly </li></ul><ul><ul><li>New Chair of Finance Committee, father of 4 SHJ students, entrepreneur founder and COO of several high tech companies, managed 800 employees and $100M revenue </li></ul></ul><ul><li>Randy Middleton </li></ul><ul><ul><li>Recently baptized at SHJ, VP and GM for $75M 2500 employee business unit with ABSS, experience with organizational restructuring and change management </li></ul></ul><ul><li>Bob Di Scipio </li></ul><ul><ul><li>Father of four children all have attended or are attending SHJ school. 24 years business experience in various roles. CEO of Biotech / Pharmaceutical Software company. Experienced lawyer in corporate and tax law. </li></ul></ul><ul><li>Neil Schiffhauer </li></ul><ul><ul><li>Parish Council chairperson, retired IBM executive, returned to the Catholic Church in 2001 here at SHJ with the support of Fr. Bill and the RCIA team. </li></ul></ul><ul><li>Paul Berberian </li></ul><ul><ul><li>SHJ parishioner for 6 years, entrepreneur founded five companies CEO of three, took one went public in 2000, managed $75M revenue and over 400 employees </li></ul></ul><ul><li>James Cavanagh </li></ul><ul><ul><li>Director of Evangelization & Catechesis Archdiocese of Denver </li></ul></ul><ul><li>Terry Gallagher </li></ul><ul><ul><li>Parishioner of SHJ for 74 years, SHJ school alumnus, employed in the oil industry for over 50 years and in management for the past 40 years </li></ul></ul>Jun 2, 2009 SHJ Parish Strategic Plan: Church + School
    20. 20. Organizational Chart Jun 2, 2009 SHJ Parish Strategic Plan: Church + School Finance Council Parish Council Parochial Vicar
    21. 21. SHJ is Losing Money Jun 2, 2009 SHJ Parish Strategic Plan: Church + School <ul><li>The dramatic increase in 2008 losses is due primarily to a flawed budgeting process. </li></ul><ul><li>Income from the school and church was overestimated. </li></ul><ul><li>Expenses were not reduced in expectation of lower income. </li></ul>* Year End June 30
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