1 ST. BARBARA PASTORAL AND FINANCE COUNCILS SEMIANNUAL JOINT MEETING APRIL 9, 2012 C://Finance Council Presentation

2 FINANCE COUNCIL DISCUSSION 2012 KEY OBJECTIVES…DARLENE/DON 10 MIN DRAFT FY13 BUDGET…BILL 15 MIN LONG-RANGE FINANCIAL PLAN…BILL 5 MIN PASTORAL PLAN DEVELOPMENTS…DARLENE 5 MIN WORKING RELATIONSHIP OF THE COUNCILS…DARLENE/DON 5 MIN CANDIDATES FOR COUNCIL …DON 5 MIN Q&A…ALL 10 MIN

3 PC: OBJECTIVES Evangelization Proactively seek information on the Greensburg Diocese evangelization initiatives. Support and implement parish elements of the Diocesan plan. Stewardship Assemble a Stewardship Core Team for the parish. Assist in the education of the team and the development and implementation of a stewardship plan for the parish. Focus on the diocesan premise that effective stewardship is an ongoing, year-long effort to engage the time, talents and treasures of the parish faithful.

4 PC: OBJECTIVES (cont’d) Leadership Facilitate cohesive communication across all parish ministries and offer support to ministry leaders. Word Assist and support the office for Parish Catechesis in the planning and implementation of a broad-based, ongoing Adult Catechesis Faith Formation program.

5 FC: BUDGET SINCE NOVEMBER MEETING FY 12 YTD HAS POSITIVE CASH FLOW COST REDUCTIONS COST MANAGEMENT FUNDRAISERS > OFFERTORY SHORTFALL AHEAD IN CY 2012 FY 13 BUDGET (EFFECTIVE JULY 1) GRACE PERIODS ON LOANS END  STAY THE COURSE THRU CY14 CONTINUED POSITIVE CASH FLOW ACHIEVABLE  QUEEN OF ANGELS ALWAYS A RISK

6 FC: FACILITIES SINCE NOVEMBER MEETING ASSESSMENT BY DIOCESE ENGINEERING MANAGER AHEAD IN CY 2012 ASSESSMENT REPORT AND ACTION PLAN NEW RESTROOM BUILDING-ENSURE COMPLIANCE WITH DIOCESAN PROCEDURE ENSURE AND REVIEW PREVENTIVE MAINTENANCE PLAN TIMELY MAINTENANCE AND INSPECTIONS LOGS AND FILES  REPAIRS  WARRANTIES  BLUEPRINTS

7 FC: COMPLIANCE SINCE NOVEMBER MEETING COMPLETED SECOND AUDIT, REPORT, RECOMMENDATIONS SUBMITTED FIRST POSITIVE INTERNAL CONTROLS QUESTIONNAIRE AHEAD IN CY 2012 TAKE OVER BANK RECONCILIATIONS THIRD AND FOURTH AUDITS, REPORTS, RECOMMENDATIONS ANNUAL REPORT TO DIOCESE FOR FY12

8 FC: PROGRAMS SINCE NOVEMBER MEETING DLA PULPIT SPEECHES DONUT SUNDAY PLANNED GIVING SEMINAR EFT APPEALS AHEAD IN CY 2012 DLA FOLLOW-UP ANNUAL REPORT TO PARISHIONERS- FY12 LIAISON TO STEWARDSHIP COMMITTEE

9 FC: QUEEN OF ANGELS SINCE NOVEMBER MEETING ELECTED LEAD (JOE C.) PROPOSED MEETING WITH QOA BOARD CHAIRMAN (FATHER JOHN) RECEIVED COMMITMENT FROM FR. JOHN AHEAD IN CY 2012 MEET WITH BOARD, THEN CFO PURSUE ONGOING CONNECTION 5-PARISH FINANCE COUNCIL IS FIRST CHOICE

10 FC: BUDGET AND FINANCIAL PLAN DRAFT FY13 BUDGET LONG-RANGE FINANCIAL PLAN

11 PC: PASTORAL PLAN DEVELOPMENTS Evangelization Waiting for Diocese to move forward in naming a director of Evangelization and outline plan for parishes to implement. Stewardship Pastoral Council Retreat held in January 2012 had session on Stewardship presented by Michael Lucotch, Diocesan Director of Stewardship. Stewardship Core Team identified. Stewardship education for Core Team is scheduled for April 16 by Michael

12 PC: PASTORAL PLAN DEVELOPMENTS Leadership 11 ministries identified by Fr. Ken and Pastoral Council (Finance Council, Legion of Mary, Friends of St. Barbara, Catholic Men’s Fellowship, Haiti Project, Ladies Guild, Kentucky Project, Website Committee, Thanksgiving Outreach, Social Committee, and Youth Ministries) Pastoral Council members volunteered to become liaisons to ministries PC members will reach out to ministry leads to attend meetings and offer support and strengthen communications Ministry leads will be invited to PC meetings throughout year

13 FC: ONGOING RELATIONSHIP OF THE COUNCILS AND STAFF NORMS REQUIREMENTS APRIL (PREP FOR FINALIZATION OF NEXT BUDGET) FC: REVIEW DRAFT BUDGET AND LONG RANGE PLAN PC: PASTORAL PLAN DEVELOPMENTS STAFF: SUBMIT PREVENTIVE MAINTENANCE PLAN NOVEMBER (FOUNDATION FOR NEXT YEAR’S BUDGET) FC: PRIOR YEAR BUDGET VS. ACTUAL; IDENTIFY TEMPORAL ISSUES PC: IMPLEMENTATION OF GOALS & OBJECTIVES; RELATED ISSUES NOVEMBER-DECEMBER FC: ASSIST PASTOR IN IDENTIFYING NEW COUNCIL CANDIDATES FC: RECOMMEND STEWARDSHIP PLAN JANUARY-FEBRUARY FC: GIVE STAFF CRITERIA FOR NEXT BUDGET

14 PC: ONGOING RELATIONSHIP OF THE COUNCILS AND STAFF (CONT’D) WINE AND WINESKINS REQUIREMENTS PASTORAL COUNCIL LIAISONS WITH TEN PARISH MINISTRIES BRAD POLK’S ROLE BETWEEN COUNCILS MUTUAL LIAISONS WITH NEW STEWARDSHIP COMMITTEE STAFF REPRESENTATION AT FC AND PC MEETINGS AND EVENTS

15 FINANCE COUNCIL RESOURCES WE INVITE ALL ATTENDEES TO RECRUIT (NOT LEADS--WORKERS) OUTGOING PASTORAL COUNCIL MEMBERS? OTHERS? SKILL SETS NEEDED MOST URGENTLY QUEEN OF ANGELS COMMITTEE FACILITIES MANAGEMENT SKILL SETS NEEDED-ONGOING GENERALISTS AVAILABLE DURING THE WORKWEEK AUDITING COMMUNICATIONS PRESENTATION DESIGN PUBLIC SPEAKING WRITING FOR PARISH PUBLICATIONS

16 Q & A