"Advancement Workshop Series – Year 2"
A Strategic Approach to Advancing the Mission of Catholic Education

Presented by:
Partners in Mission

in partnership with:
Diocese of Wheeling-Charleston
Office of Stewardship and Development

Three (3) Diocesan-wide workshops will be offered during the 2010-2011 school year, as a follow-up and continuation of the five (5) workshops conducted last school year. These workshops are open to all schools, but are primarily targeted towards schools who do have an Advancement Director on staff and are in the very early stages of understanding, planning and implementing enrollment management and advancement programs. However, even the seasoned Advancement personnel will find many benefits in attending these workshops.

The one-day workshops will afford important fundamental advancement education and information by providing ample opportunity for practical, hands-on individual and group exercises designed to take back and apply to your school.


  • Workshop #1:
  • Wednesday, September 29, 2010
    Location: Wheeling, Paul VI Pastoral Center
  • Advancement Fundamentals
    Goal Setting
    Program Planning
    Staffing/Volunteers
    Office Requirements and Setup
    Technology
    Budgeting-Revenue Projections and Expense
    Research, Data Collection and Records Program Evaluation/Assessments

This workshop provides an educational overview of the Advancement and Enrollment Management program and the fundamental required plan and set-up of the program for success. Beyond the educational overview, attendees will be provided practical outlines and worksheets for identifying the key needs of their school that can be met through the implementation of a strong advancement program. With the key needs identified, the workshop will then lead participants through individual and group exercises designed to help establish program goals while developing a preliminary program design and implementation plan. Partners in Mission will facilitate and guide participants through the process and provide further direction and assignments to be competed at the school in a way that engages other school personnel and volunteers in the process. Participants will be able to email their homework to Partners in Mission for comment and suggests prior to the December workshop.


  • Workshop #2:
  • Wednesday, December 1, 2010
    Location: Charleston, Blessed John XXIII Pastoral Center
  • Annual Fund Programs
    Special Events
    Major Gifts

Building on the work of the September Workshop, the next session focuses on revenue generation within the advancement program from the Annual Fund, Special Events and Major Gifts opportunities identified in the program plan. Beyond a quick review and response to assignments from the first workshop, this workshop will provide both an educational background and an understanding of the Annual Fund, Special Events and Major Gifts along with participants learning how to design effective plans, messages, print and electronic materials, personal solicitation strategies and management skills for success in these important areas of advancement. Role playing will teach fundamentals of in-person gift cultivation and solicitation and homework assignments will focus on the steps required for specific goal achievement through strategic program plan implementation and evaluation.


  • Workshop #3:
  • Thursday, March 10, 2011
    Location: Morgantown, St. Francis de Sales Parish Hall
  • Enrollment Management
    Student Recruitment
    Communications and Constituent Relations

Building on the work of the previous workshops, the final session focuses on the critical area of Enrollment Management, Student Recruitment, Communications and Constituent Relations. Beyond a quick review and response to assignments for the previous workshops, this workshop will provide both an educational background and an understanding of Enrollment Management and Student Recruitment process while addressing Communications and Constituent Relations, primarily among alumni, parents, parishioners and friends. Practical exercises during the workshop couple with role-playing and homework assignments will focus on the steps required for developing and implementing successful programs centered around enrollment management, communications and constituent relations.


Who Should Attend: Principals, Pastors, Development Directors and staff, Fundraisers, Alumni Directors, School Board Members, Volunteers. Secretaries, etc…

Fee: There is no fee to attend the workshops.

Times: Please arrive at 8:30 for registration. Each workshop will conclude by 4:00PM.

Meals: Lunch and refreshments will be provided at each workshop.

Register: 2 weeks prior to each workshop date. www.dwc.org/pim

Lodging: for Workshop #1 & #2, please contact the Pastoral Center directly. For workshop #3, Waterfront place Hotel is recommended. 304-296-1700

Contact: Stewardship & Development Office – 304-233-0880, Ext. 262.


Register