Long-Range Pastoral Plan2026-08-23T14:09:45-05:00
Planning for Parishes & Schools Together

Long-Range Pastoral Plan

When a parish and its school share a mission and a future, they need one plan — not two that quietly compete for the same people and the same dollars.

A parish and a school that share a campus, a pastor, and a mission very often do not share a plan. Each has its own council, its own priorities, its own budget conversation — and the two sets of decisions quietly work against each other.

The Collaborative Strategic Plan produces one plan instead of two. It aligns the goals, resources, and calendar of a parish and its school around a single vision that honors both identities rather than subordinating one to the other.

The same process works wherever more than one Catholic community must plan as one body — several parishes choosing to collaborate, a group of schools sharing services, or parishes a diocese has formally grouped together.

Whatever the configuration, we engage parishioners, parents, faculty, and council members from every community involved in building it. A plan that arrives from above is a plan that gets survived. A plan people helped write is a plan they carry.

We do not begin at the beginning

By the time a parish and school call us together, their people have usually been through a great deal already. A diocesan planning initiative. A vision and values process. An accreditation cycle. A discernment about buildings, finances, or staffing. Surveys they have answered more than once.

The last thing that community needs is a consultant who starts over.

ISPD does not duplicate work that has been done. Before we gather anything new, we read what already exists — your diocesan planning framework, your pastoral priority plan, your discernment findings, your Disciple Maker Index results, your demographic data, your deferred maintenance schedule, your Mass counts and giving trends.

Your existing vision, mission, and values are carried forward, not replaced. Priorities your people have already named are honored and folded in. Then we build the thing that is genuinely missing — the plan of action that makes all of it operational.

We are not a replacement for the work your diocese or your accrediting body has asked of you. We are the process that gathers it into one written, measurable plan that a parish and a school can both stand behind.

Who this process is for

  • A parish and its school planning together rather than separately — the most common reason communities call us
  • A pastor and a principal whose priorities keep colliding over the same people and the same dollars
  • A group of parishes choosing to plan together, whether or not the diocese has formally joined them
  • Several schools that must share services, staff, or enrollment strategy
  • Parishes a diocese has grouped into a family and now expects to operate as one
  • Communities carrying financial pressure — deferred maintenance, thin reserves, an aging donor base — that no single community can solve alone

If it’s one institution

A single school planning alone is a Strategic Growth Plan.

A single parish looking five to ten years out is a Long-Range Pastoral Plan.

An entire diocese planning across all of its schools is (Arch)Diocesan Strategic Growth Planning.

The Collaborative Strategic Plan is specifically for the middle ground — more than one institution, less than a whole diocese, and everyone in the room has a legitimate claim on the outcome.

Eight Focus Areas

We work with the pastor, parochial vicars, principals, Director of Schools, business managers, and advancement personnel to establish the team that guides the process — often the leadership team you already have.

Before anything else, we meet individually and confidentially with each member. Every voice is heard directly, and consensus is built on honest conversation rather than assumed.

We interview leaders across every parish and school, survey parishioners, parents, faculty, staff, boards, councils, and ministry leaders, and gather budgets, communications, site master plans, and prior planning documents.

We assess more than twenty areas — Mission and Catholic Identity, governance, total stewardship, enrollment, welcome of new parishioners and new parents, marketing, annual fund, endowment, facilities, demographics, fiscal responsibility, and — critically — the relationships between the parishes and between the schools.

The report closes with recommendations for the short term and the long term.

Every participant is asked to rate each parish and school from 0 to 10 on a single question: would you recommend it to your family, friends, and colleagues?

Where a Disciple Maker Index measures discipleship and spiritual growth, the Ultimate Question measures loyalty and advocacy — whether people are willing to invite others in. The two complement each other rather than overlap, and together they give a Family the complete picture.

Before planning begins, we teach. Sessions for the Executive Team and Steering Committee cover the Assessment findings, Catholic school and parish development, Operational Vitality, the value of collaboration, and creating a Culture of Belonging.

People plan better when they share a vocabulary.

The Steering Committee learns the process, absorbs the Assessment findings, establishes a prayer and a theme for the work, confirms the Collaborative Planning Areas with the Executive Team, and identifies who serves on each Planning Team.

Membership deliberately spans every parish and every school — leaders, faculty, staff, parents, board and council members.

Seventy-five to one hundred people are invited into Collaborative Planning Areas, eight to ten per Area, drawn from across every community involved. Steering Committee members serve as co-chairs.

Across four workshops each team conducts a SWOT of its area, defines two to four Challenges, gathers the data it needs, and writes strategic solutions in SMART form — specific, measurable, achievable, relevant, and time-driven.

Wherever possible, the Planning Areas are drawn directly from goals the communities have already articulated. The plan that results is genuinely their own.

The wider community is called together — parishioners, parents, and invited delegates with specific expertise. CPAs, financial planners, and development officers for the Operational Vitality area. Pastors, deacons, DREs, and campus ministers for Evangelization.

The evening opens with liturgy, breaks into sessions by Planning Area, and gives itself to one task: solving the Challenges.

The final Plan carries the shared vision, mission, and values; the process and the people who shaped it; the Assessment summary; every Planning Area with its purpose statement, goals, and SMART solutions; and implementation recommendations with named owners and timelines.

We then work with the Executive Team on a published version of the Plan, a communication strategy, and the structure that carries it into implementation.

Family of Parishes collaborative strategic planning | ISPD

Six, eight, or ten months

The same process runs on three timelines. Where a deadline is driving you — an accreditation visit, a school year turning, a diocesan submission, a leadership transition — that date should decide which one you choose.

Ten months. All eight Focus Areas, one workshop per month. The widest runway for consensus, the deepest engagement, and the most room between sessions for reflection. This is the pace we recommend when a community wants the greatest number of people meaningfully involved.

Eight months. All eight Focus Areas again — including the Ultimate Question Survey and the Convocation — with a tightened front end and workshops paired two to a month. A strong balance of engagement and momentum.

Six months. The written plan on an accelerated schedule, with two adjustments. The Ultimate Question Survey is set aside, and the Assessment leans instead on your existing survey data and discernment listening. The Convocation is replaced by a half-day Planning Area Summit for the Steering Committee and Planning Team co-chairs. Either element can be restored by extending the engagement a single month. This option asks more availability of your Executive Team and Steering Committee.

Monthly investment rises as the timeline shortens — the work concentrates rather than reduces — while the total professional fee falls. We will walk through all three with you.

St. Mary of the Angels Parish and School collaborative strategic plan, Chicago | ISPD
© 2009, Jeremy Atherton.

Success Story — Chicago, Illinois

St. Mary of the Angels

St. Mary of the Angels is a parish in Chicago’s Bucktown neighborhood with a preschool–through–eighth-grade school of roughly 320 students on the same campus. The school had been slated to close in 2009 and had come back. By 2022, the question was no longer survival — it was whether a parish and a school that shared a campus also shared a future.

They did not, quite. Some parishioners drove in from as far as Libertyville and Indiana. Some school parents had never been inside the church except for the school Mass. Each side had its own leaders, its own calendar, and its own idea of what came next.

In January 202,2 the parish and school engaged ISPD together. Over the next nine months, we conducted an initial assessment, surveyed parish and school families, seated an Executive Committee and a Core Team drawn from both, ran two strategic planning workshops, and brought the whole community together for a planning convocation. Input came from hundreds of parish and school families.

Ten challenges emerged from that work. Each was ranked five separate times — by the planning teams, by two different votes at the convocation, by the Executive Committee, and by ISPD — so the priority order was the community’s, not a committee’s. The challenge that finished first says everything about why this process exists:

“How can we meaningfully engage more school families in the life and mission of the parish, and more parish families in the life and mission of the school?”

The plan that followed treats the parish and the school as one operation. A single church-and-school organizational chart. A Director of Operations responsible for people, money, and buildings across both. A site master plan covering the entire campus rather than just the school’s half. A joint annual fund. Volunteer recognition is written to run in both directions — school families serving the parish, parish families serving the school. Five implementation teams, each carrying two of the ten challenges, were chaired by people who had been in the room from the start.

Three years on, the work is visible. The parish’s Family Hub — a remodeled gathering space with a coffee area and improved access into the church, hosting couples’ nights with childcare provided — answers the hospitality challenge the community ranked second. The Family of Faith ministry brings families together twice a month, making it a first priority in practice rather than on paper. New steps and a restored colonnade are the site master plan moving forward. None of it was a program ISPD ran. All of it was the parish and school doing what they decided together to do.

Read more ISPD success stories.

St. Gertrude Church and School collaborative strategic plan, Madeira Ohio | ISPD
Success Story — Madeira, Ohio

St. Gertrude Church and School

St. Gertrude in Madeira, Ohio is a Dominican parish with a K–8 school in the same building — parish offices and school offices sharing one lobby. Space was the visible problem. Underneath it was a harder one: two operations, one campus, and no single plan for either.

ISPD began working with St. Gertrude in the fall of 2022. Following an initial assessment, a survey of parish and school families, an Executive Committee, a Core Team of parish and school leaders, two strategic planning workshops, and a community-wide convocation, the final Collaborative Plan of Action was delivered in June 2023.

Seven challenges emerged and were ranked five times over. Facilities finished first — a new gym attached to the school, the old parish center repurposed for parish staff, and the school building returned to the school, which resolves the security question as a byproduct rather than as a separate project.

Second place is the one worth studying. St. Gertrude committed to hiring a single development director for the parish and the school, working from one database that holds parishioners, school parents, alumni, grandparents, past parents, and business supporters together. Enrollment management sits in the same job description as annual fund, endowment, and planned giving — because at a parish school they are the same relationships.

The plan also put the Pastoral Council and the School Board in a room together to work the implementation, aligned the parish faith formation program with the school religion curriculum, and asked the pastor to speak about the school from the pulpit as a ministry of the parish rather than a tenant in its building.

ISPD associate Tim Clifford and ISPD president Frank Donaldson led the engagement, working with Father John Paul Walker, O.P., pastor, and Sister Mary Agnes Greiffendorf, O.P., principal.

Read more ISPD success stories.

Questions Family and parish leaders ask us

We have already done a diocesan planning process. Isn’t this the same thing?2026-08-22T18:57:48-05:00

No — and we will not repeat it. Diocesan pastoral planning initiatives form the Family and set the principles. Vision and priority processes give you a vision, mission, values, and pastoral priorities. Discernment processes weigh buildings, finances, and personnel and make recommendations to your bishop.

None of those produces a written plan of action with named owners, timelines, and measurable objectives. That is the gap this process fills. We read everything already completed, carry your vision and priorities forward intact, and build the operational plan on top of it.

How do you keep one parish from domainating?2026-08-22T18:59:19-05:00

Structurally. Every Planning Area Team is drawn from all the parishes and all the schools. Steering Committee membership spans every community. We interview each member of the leadership team individually and confidentially at the outset, so concerns surface early and privately rather than late and publicly.

And the Assessment looks explicitly at the relationships between the parishes and between the schools — that is one of the areas we evaluate, not an afterthought.

How many people are involved?2026-08-22T19:00:49-05:00

75 to 100 people serve on the Collaborative Planning Area Teams, 8 to 10 per Area, drawn from every parish and school. The Convocation brings in the wider community beyond that, along with invited delegates who bring outside expertise.

Can this address our finances and buildings?2026-08-22T19:02:01-05:00

Yes, and it usually must. Deferred maintenance across multiple campuses, thin operating reserves, offertory that has not kept pace with inflation, and a donor base concentrated in older parishioners are the pressures that make Families of Parishes necessary in the first place.

Operational Vitality and Total Stewardship is normally its own Planning Area — including the question of whether and when a capital campaign should be undertaken, and by whom.

What do we actually receive at the end?2026-08-22T19:05:24-05:00

A written Plan of Action containing your vision, mission, and values; the process and the people who shaped it; the Assessment summary; each Planning Area with its purpose statement, goals, and SMART solutions; and implementation recommendations with named owners and timelines.

Then a published version of the Plan for your community, a communication strategy, and the structure to carry it into implementation.

Let’s Make Things Happen!

Tell us what your parish and school have already been through, and we will show you what comes next.
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