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1615 W. Washington St., Springfield, IL 62702

Office for Catholic Schools

Long Range Planning

Each school must have a long range strategic plan as stated in the Handbook of Policies from Book 3: The Teaching Office of the Church

BK3 §204.2.1  All schools within the Diocese are required to draft and maintain a long range strategic plan:

  • The pastor, principal and education/school board initiate and monitor the process.
  • The staff of the Office for Catholic Schools serves as a resource in the planning process.
  • The plan's goal's and objectives are reviewed yearly by the education/school board and updated every three to five years."
  • The following is a guide to assist your long range strategic planning.

Long range strategic plan is developed:

  • Education/ school board in place and inserviced on the concepts of strategic planning.
  • Mission Statement created or revisited
  • Narratives written
  • Strategic plan written included 4-5 year goals and first year objectives
  • Goals and objectives are carried out and monitored by the education/ school board


Formulation of goals in nine areas:

  • Catholic Identity
  • Enrollment
  • Curriculum
  • Staffing
  • Facilities
  • Finances
  • Development/ Public Relations
  • Ownership/ Governance
  • School in the community
  • Technology

Participants include representation from:

  • Pastor
  • Principal
  • Board members
  • Faculty members
  • Parents of current students
  • Members of various councils and committee's:
  • parish council
  • finance committee
  • PTC officers
  • Parishioners at large
  • Alumni
  • Individuals from the community

Comprehensive communication plan is established:

  • Case statement
  • Communication Plan
  • Newsletter
  • Annual Report
  • Brochures
  • Fact sheet
  • State of the school message

Annual fund program is established:

  • Faculty/ staff
  • Board
  • Major gifts
  • Parents
  • Parishioners
  • Grandparents
  • Alumni
  • Businesses
  • Alumni parents


The school must contact the Office for Catholic Schools before initiating an annual school fund drive to insure that the project qualifies for ACSA exemption. The school must send copies of all communications soliciting participation in the annual school fund drive to the Office for Catholic Schools for record-keeping purposes. (Refer to the memo from Bishop George Lucas dated June 27, 2000 which explains the qualifications required for the ACSA exemption of the Annual School Fund Drive.)

Planned giving efforts are initiated:

  • Will seminar or bequest promotion
  • Insurance seminar or promotion
  • Establish an endowment with the Foundation for the People of the Roman Catholic Diocese of Springfield in Illinois

Questions? Contact Brandi Borries at