Strategic Growth Plan for Catholic Schools2026-08-21T20:18:26-05:00
Strategic Planning for Catholic Schools

Strategic Growth Plan for Catholic Schools

A five-year plan for your school, built by the people who will carry it out — in six, eight, or ten months, scaled to your school.

There is a version of strategic planning where three or four people — a teacher, a board member, a parent — sit down for a session or two and write the plan. It is quick. It is easy. And almost nobody in the school feels any ownership of what comes out of it, because it was never theirs.

The ISPD Strategic Growth Plan is built the other way. We identify, invite, and involve people from every part of your school community — including many who have never been involved before — and the plan that results is the one they helped write.

The process runs in a six-, eight-, or ten-month version. Same philosophy, same rigor; the scope scales to the size of your school and the time your leadership can give it.

Belonging leads to believing. A plan people helped build is a plan people implement.

100+

Catholic school strategic plans facilitated

6–10

months, scaled to your school

~200

people at the Convocation

5

independent barometers set the priorities

Is this the right plan for your school?

The Strategic Growth Plan fits when:

  • You are setting direction for the next five years, not solving one problem
  • Your last plan was written by a handful of people and never really took hold
  • You have parents, alumni, past parents, and grandparents you have never meaningfully engaged
  • A capital campaign may be coming, and you want the case for it to come from the community
  • New leadership wants a mandate that belongs to the school, not to one person

Consider another process if…

The issue is one function, not the whole school. If enrollment or advancement is the problem, a Strategic Plan for Advancement and Enrollment Management goes deeper on that in six to eight months.

A parish is planning alongside you. When a parish and school need one shared plan rather than two, that is a Collaborative Strategic Plan.

You are planning across a diocese. See (Arch)Diocesan Strategic Growth Planning.

The Process

All three versions follow the same methodology and produce the same final plan. What changes is the pace, and how many people you reach along the way.

The longer the timeline, the broader the community participation and the deeper the buy-in.

Ten months. The full process — Executive Committee formation and Assessment, four Planning Area Team workshops, a school-wide Convocation, and the final report and recommendations. The right choice for most schools building a five-year plan.

Eight months. The same complete process, accelerated. Committees and teams meet roughly twice a month rather than once. All four workshops and the Convocation remain. This suits schools working toward a fixed deadline — a board cycle, an accreditation visit, a leadership transition, or a capital campaign that needs the plan finished first.

Six months — the Abbreviated Strategic Growth Plan. Three Planning Area Team workshops rather than four, and no school-wide Convocation. It is the fastest route to a finished plan, and it is an honest trade: you gain four months and you give up the single widest moment of community engagement in the process.

One thing worth saying plainly: the three options are priced within a narrow band of each other. The shorter version is not the budget version — a compressed timeline means more concentrated work, not less of it. This is a decision about depth of engagement and institutional capacity, not about cost.

A school-wide survey at the front end adds one to two months to any version. And we recommend a version after the Assessment, once we have seen your school — not before.

An Executive Committee forms first — usually the president or principal, someone from advancement, one or two board members, and the pastor where a parish is involved. They meet once or twice a month and make the decisions that keep the process moving.

Then a Steering Committee of fifteen to twenty people who educate, facilitate, and implement. They are the steering wheel: they identify who gets invited, and they deliberately aim for a mix — roughly 60% already involved in the school, 40% not.

Before any planning begins, we interview 25 to 30 school leaders in confidential twenty-minute conversations and gather your budgets, test scores, board minutes, handbooks, publications, and any past plans or campaign materials.

We assess against the four domains from the National Standards and Benchmarks for Effective Catholic Elementary and Secondary Schools, across more than twenty areas — governance, Catholic identity, enrollment management, annual fund, database health, facilities, alumni involvement, demographics, and your relationships with the parish and the diocese.

The report is a snapshot, not an audit: what is working, what can improve, and the honest tone of the people we spoke with.

We start with the mission and vision statement — refining yours or drafting a first version — working from four prompts: We are the people who… We provide… We want to be seen as…

Each school also creates a prayer for the planning process, used at every meeting, and a theme that gives the work its own identity. Schools have chosen Moving Boldly Forward, Ignite, and Reaching Our Horizon.

Most schools settle on eight to twelve Planning Areas, usually drawn from the four national domains — Mission and Catholic Identity, Governance and Leadership, Academic Excellence, and Operational Vitality — then broken into the areas that matter to your school specifically.

Each Planning Area gets a team of eight to twelve people from the board, faculty, staff, parents, alumni, and the wider community. Every one of them is invited by a personal letter signed by the president or principal, followed by a phone call from someone they know.

Workshop 1 (2 hours) — introduction, orientation, and education. Teams learn the process, review the draft mission statement, and begin a SWOT of their Planning Area.

Workshop 2 (2 hours) — complete the SWOT and draft a purpose statement for the area.

Workshop 3 (2 hours) — finalize the purpose statement and define up to six Challenges, each framed as a question: How can we…? Then two to four strategic solutions per Challenge, each one specific, measurable, achievable, relevant, and time-driven.

Workshop 4 (2½ hours) — complete the solutions, and each team presents its top Challenge to the whole group.

Convocare — to call together. One evening, roughly two hundred people, with a single instruction: solve the challenges.

We draw a hundred-mile radius around the school and invite deliberately. About 40% are people already involved. The other 60% have never been engaged with your school — pastors and campus ministers, board members and business owners from other institutions, advancement directors from nearby schools and universities, principals and teachers.

They see the Challenges in advance. They do not see the solutions your teams have already written, because people who are handed answers do not offer their own. What comes back is a second, independent set of solutions — and every year it contains ideas nobody inside the school had thought of.

The Convocation is part of the ten- and eight-month versions. The six-month Abbreviated plan does not include one.

This is the part most planning processes skip. Rather than leadership deciding what matters, priorities emerge from five independent measures:

One — each Planning Area Team’s own ranking of its Challenges.
Two — the Convocation teams’ multi-vote within each area.
Three — a multi-vote by everyone present at the close of the Convocation.
Four — each individual’s top five, marked privately on their input sheet.
Five — a final multi-vote by the Steering Committee.

When five separate measures converge, the priorities are not an opinion. They are a finding — and no one can argue the plan was decided in advance.

Three of the five barometers come from the Convocation, so the six-month version prioritizes using the Planning Area Team and Steering Committee measures.

A plan that ends at delivery is a document. We educate the Steering Committee on implementation, help form and chair the Implementation Teams, build the organizational chart, and provide report forms and an implementation booklet.

We also work with your leaders on financial projections and a realistic budget for the plan’s priorities — and where those priorities point toward a capital project, the plan flows directly into a feasibility study.

Catholic school strategic planning Convocation | ISPD

What you receive

The Plan itself

  • A finished mission, vision, and core values statement
  • Every Planning Area with its purpose statement, Challenges, and strategic solutions
  • Priorities ranked by all five barometers, short term and long
  • ISPD Best Practices drawn from 100+ Catholic school plans
  • ISPD Recommendations specific to your school
  • Full addendum — multi-vote results, mission input, implementation charts

Everything around it

  • The ISPD Assessment report, delivered before planning begins
  • A Facilitators’ Guide and Strategies Workbook for every team
  • Implementation teams formed, chaired, and charted
  • Report forms and an implementation booklet
  • Financial projections and a budget for the plan’s priorities
  • A hundreds-strong list of people who raised their hand to help
Archbishop Moeller High School Strategic Growth Plan | ISPD
Success Story — Cincinnati, Ohio

Archbishop Moeller High School

Moeller is Catholic, Marianist, and all-boys, and it has been forming young men in Cincinnati for more than sixty years. It has also been an ISPD client across decades and four engagements — a first strategic plan, a second, a capital campaign that closed $7 million over goal during the COVID years when most schools were postponing, and now a Strategic Growth Plan for 2026 through 2030.

The plan was built the way ISPD builds them: an external Assessment, the Ultimate Question Satisfaction Survey, an Executive Committee and a Steering Committee, twelve Planning Area Teams, and a school-wide Convocation. Out of that came four strategic domains, twelve Planning Areas, and thirty-three Challenges — with the top ten ranked for year one by every constituency that helped shape them.

First priority: a comprehensive Five-Year Site Master Plan. Second: faith formation carried into every team, club, and hour of student life. Third: a planned giving program to build the endowment.

Moeller is now in implementation. Teams are formed, chairs identified, and progress reports go to every stakeholder every six months — because transparency is what turns a document into ownership.

The strongest endorsement in this work is not a testimonial. It is a school that calls again.

Questions school leaders ask us

How long does a Catholic school strategic plan take?2026-08-21T19:57:25-05:00

Six, eight, or ten months, depending on the version you choose. All three produce the same final plan.

Ten months is the full process — four Planning Area Team workshops and a school-wide Convocation. Eight months is that same complete process accelerated, with committees meeting about twice a month instead of once. Six months — the Abbreviated Strategic Growth Plan — runs three workshops instead of four and does not include a Convocation.

The longer the timeline, the broader the participation and the deeper the buy-in. And the three are priced within a narrow band, so this is a decision about engagement and capacity rather than budget.

A school-wide survey adds one to two months to any version. Implementation then runs across the five years the plan covers, with ISPD helping form and guide the Implementation Teams.

How many people are actually involved?2026-08-21T19:59:55-05:00

Several hundred. Twenty-five to thirty leaders interviewed in the Assessment, fifteen to twenty on the Steering Committee, eight to twelve people on each of eight to twelve Planning Area Teams, and roughly two hundred at the Convocation — about sixty percent of whom have never been involved with your school before. That reach is the point, not a side effect.

Who decides what the priorities are?2026-08-21T20:04:43-05:00

Not ISPD, and not your leadership alone. Priorities emerge from five independent barometers: each Planning Area Team’s ranking, the Convocation teams’ multi-vote, a multi-vote by everyone at the Convocation’s close, each individual’s private top five, and a final Steering Committee multi-vote. When all five converge, the priorities are a finding rather than a decision — and nobody can claim the outcome was arranged in advance.

What is a Convocation?2026-08-21T20:06:05-05:00

An evening — usually 6:00 to 9:00 — where roughly two hundred people gather with one instruction: solve the challenges. The word comes from convocare, to call together.

We draw a hundred-mile radius and invite pastors, campus ministers, board members, and business owners from other institutions, advancement directors from nearby schools and universities, and principals and teachers. They see the Challenges beforehand. They do not see the solutions your teams already wrote — because people handed answers rarely offer their own.

What if we already have a strategic plan?2026-08-21T20:08:22-05:00

Most schools we work with do. The question is whether anyone is using it. A plan written by three or four people in a session or two is quick to produce and almost impossible to implement, because nobody outside that room feels any ownership of it. If your last plan is in a drawer, that is usually a buy-in problem rather than a content problem — and it is the specific thing this process is built to solve.

Do we need a capital campaign after the plan?2026-08-21T20:07:28-05:00

Not necessarily — and you should not decide that before the plan tells you. Where priorities point toward a capital project, the plan flows naturally into a financial feasibility study, and the case for the campaign is already written by the community that built the plan. That sequence is the strongest foundation a campaign can have.

Let’s Make Things Happen!

ISPD has facilitated more than 100 Catholic school strategic plans since 1989. We will help you choose the version that fits your school.
Contact us today to learn more.

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