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					     Mission, Marketing
     & Money
What Sustains CJB
Cardinal Joseph Bernardin School
March 9, 2010
Panel Members
 Fr. Steve Lanza, Executive Pastor
 Mary Iannucilli, Principal
 J. Hamilton, Long-Range Planning Chair
 Debbie Thompson, Marketing Chair
 Ken Thomalla & Jim Calcagno,
  Development Chair & Vice Chair
 Rose Ucha, Finance Chair
Mission
      Long Range Planning Committee

                      MEMBERS
                  Jay Hamilton, Chair
Heather Brennan                 Annette Houlihan
Bonita Brown                    Mary Iannucilli
Kevin Bugos                     Chris Kirk
Jim Calcagno                    Paul Manghera
Penny Drown                     Liam Murphy
Jodi Eisenberg                  Marianne Murphy
Rich Fuller                     Jim Tess
Diane Hoelzel                   Fr. Steve Lanza
LRP Focus
   Genesis – A new beginning for Catholic
    Schools (2007)
     CatholicIdentity
     Academic Excellence
     Financial Vitality

   CJB Genesis Strategic Plan
Sustainability Summit
   Session I Goals
     Information Sharing – Financial Challenges
     Input on Strengths and Challenges
     Invite Participation

   Session II Goals
       Brainstorming Targeted Topics
       Network Challenges
       Enrollment Challenges
       Fiscal Growth
Stakeholder “Ideas”
   Networking
       Parish Bulletins
       Parish & CJB Website Strategy
       Virtual Connection
   Enrollment
     Tuition Structure
     Focus on Pre-School
     Summer Camp

   Fiscal
     Endowment
     Mandatory Fundraising
     Second Fundraising Event
Marketing
         MARKETING COMMITTEE
                           MEMBERS
                      Debbie Thompson, Chairperson

Evonne Baldacci                         Stacy Zampillo
Kevin Chmura                            Kathy Wardell
Greg Jania                              Beth Nolan DeCavitch
Maureen Harton                          Camille Auskalnis
Sue Kenagy                              April Boland
Julie Kohler                            Coleen Mather
Monique Viz                             Diane Cleary
Patrice Leeson                          Brian McCormick




                  ALWAYS LOOKING TO INCREASE OUR TEAM!
GOALS FOR 2009-2010
   Enhance IMAGE of            ENROLLMENT
    CJB by promoting              Use innovative
    awareness of its             marketing techniques
    academic, spiritual,         to attract new families
    athletic and other           to CJB and retain
    extracurricular events       students from Pre-K
    within the school            or Kindergarten
    community and the            through 8th grade
    community at large           graduation
ACTION STEP NO. 1
• Press releases –
  bombard the local
  media with good
  news about CJB

•   CJB staff/ athletic
    department press
    release template
    training by Marketing
    regarding events to
    be covered- Sept
    2009
ACTION STEP NO. 2


   Creating new Alumni
    Testimonial Page on
    CJB Website- May
    2010
   Contact 30 alumni over phone
   30 alumni will complete
    testimonials
   Website will function as
    communication tool for alumni, re:
    upcoming CJB Alumni Mass, post
    comments, share successes, post
    alumni testimonials
ACTION STEP NO. 3 Introducing CJB SUMMER CAMP
for THREE & FOUR YR. OLDS

Beginning Summer 2010 under the direction of Mrs.
O’Toole. Help increase enrollment efforts for CJB
Preschool and Kindergarten.
  ACTION STEP NO. 4
    2010 Open House doubled attendance from 2009

 Parishes Represented at 2010 Open House    How did you hear about CJB?
                      2010           2010   (can list more than one)
St. Stephen's            21         27.6%   Parish bulletin            22
St. Julie                11         14.5%   Visited CJB website        18
St. Francis              12         15.8%   Referred by current family 15
SES                      12         15.8%   Did not list any reasons   11
No Parish                 8         10.5%   Existing CJB Family        11
St Mary's                 5          6.6%
                                            Read Articles about CJB    11
Other Parishes            5          6.6%
                                            Newspaper Advertisement     8
St Mike's                 2          2.6%
                                            Know CJB staff member       6
                         76
                                            Principal's voicemail       5
                                            Attend CJB event            4
                                            Relative at CJB             2
                                            Viewed CJB Video            2
                                            Lawn Signs                  1
 ACTION STEP NO. 4
   2010 Open House doubled attendance from 2009
Pre-Schools                                                  Students at
Other (single schools)   26   Age 2010 School Year   Grade   Open House
No Pre School            22             13             8          2
Bobby Noonan's           10             12             7          0
Noonan Academey           7             11             6          3
Sandbox                   4             10             5          1
Montessori (various)      4              9             4          5
Tinley Park District      3              8             3          2
                         76              7             2          5
                                         6             1         14
                                         5             K         35
                                         4           Pre K       23
                                   3 or younger                   5
                                                                 95
    ACTION STEP NO. 4
   New Open House marketing efforts in 2010
      Entire School Family involved in Open House
      Student testimonials at mass and on website
      New CJB video on website
      Banner on 167th & LaGrange/Sign at 143rd & LaGrange
      Increased use of lawn signs
      Increased newspaper marketing concentrating on expansion into
       Mokena, New Lenox, Frankfurt and Homer Glen,
      CJB Spotlight Member of the Week, O.P. Chamber –reaching 800
       members
      Emails and voicemails sent to 800 three & four yr old families
      Principal’s letter in weekly parish bulletins
ACTION STEP NO. 5
   Created a comprehensive enrollment
    management plan that allows us to
     Market  to all 3-4 year olds in parishes
     Welcome new baptized children to CJB family. About 35
      p/ month
     Send CJB birthday cards to all parish 3-yr olds. About 40
      p/month
     Use SchoolReach to send emails and voice mails to
      families of pre-school age children
     Track attendance at CJB open house and other events

     CJB   received $500 for completing EMP
            Sample Enrollment Funnel
                                                                                   Baptism              1/31/2010   Baptism      3-yr old
Parish      First Name   Last Name   Parents     Address    Phone     Birth Date      Date     Email   Open House    Card     Birthday Card
 Seton         Ozzie       Guillen   Mr & Mrs.    10504    460-9999   3/19/2006    6/20/2009   www.         x          x       sent 3/19/09
St. Julie       Lou        Pinella   Mr & Mrs.    1060     479-0000    6/7/2005    8/20/2005   www.         x          x       sent 6/2008




           Funnel is updated monthly with all new babies born in
            parishes
           Funnel lets the marketing team understand where the
            growth is in the 4 different parishes
           Funnel tells us the number of children in each age
            group which is the main pool of students for CJB
           Funnel allows marketing team to understand what
            marketing events are working
Join the CJB Marketing Team!
 We are a “working” committee
 We do not ask for any more time than you
  can give
 We do not ask for money!
 Requires nothing more than a commitment
  to promoting Catholic education at CJB
  and a willingness to pitch in where needed
     THANKS FOR YOUR ATTENTION!
Money
          Finance Committee
Members              Parish Liaisons
 Mary Iannucilli     Tom Leeson (SES)
 Fr. Steve Lanza     Lynda Olinski (SSDM)
 Dave Bernas         Tom Rohan (SJB)
 Karen Calcagno      Paul Ruzella (SFA)
 John Connelly      Business Manager
 Tom Coverick        Catherine Driscoll
 Ed Kozel           Outside Accountant
 Rose Ucha, Chair    Shannon Carsello
Financial Results –
last year and current year
   Last year: 2008/09
    Deficit of ($54,145)
    which was favorable to expected deficit

   Current year: 2009/10
    Budget anticipated a net of approx $2,000
    On track to achieve a greater surplus
Current Enrollment by Parish
679 PK-8 (3 unaffiliated not charted below)
         300

                                                48
         250                                           8th
                                                38     7th
         200                                           6th
                                                37     5th
                                      22
                                      25               4th
         150                                    31
                            20        20               3rd
                            14                  24
                                      23               2nd
         100                17                  26
                            17        19               1st
                  14        14        14        26
                  10                                   K
          50      6         14        13
                  13        11        21        24     PK
                  4
                  6         15
                  9
                  6         9         16        21
                  6
                  2         8         6         7
           0
               SJB 76   SSDM 139   SFA 179   SES 282
Budget Considerations
   School Council has a goal of maintaining tuition
    increases between 3%-5%
   Maintain a quality education and school services
   Consider input of the sponsoring parishes in the
    budget process through the finance liaisons
   Maintain continued vitality of the school
   The Pastors of the 4 sponsoring parishes have
    the ultimate approval authority
Overall Budget – 2010/11

Total Revenues      $3,015,061
Total Expenses       3,003,343
Net Surplus             11,718
Enrollment Assumptions
   Projected lower enrollment in 2010/2011
        Graduating and upper level classes are larger
        Incoming classes are smaller
                                  2009/2010              2010/2011
      K-8                        656                    590
      PK                          23                     25
     Total                        679                    615

     2010/2011 Enrollment Estimate
     Current Enrollment     679
     Graduating 8th Grade  -104
     Estimated Incoming K    56
     Subtotal               687
     Attrition estimate     -16
                           615
Enrollment Trend

      800
                79
      700                86                         8th
                87                104
      600               103                         7th
                                             85
               103                 87               6th
      500                84                  78
                93                 80               5th
                         85                  80
      400                          84
                85                           60     4th
                         84        62
      300       88                           59     3rd
                         62        61        57
      200       65       61        59        64     2nd
                63       61        66        51     1st
      100                59
                62                 53        56
                26       28        23        25     K
        0
            2007/2008 2008/09   2009/10   2010/11   PK
Key Revenue Assumptions
 Tuition increase of 4%
 Fundraising: increased estimate slightly
 Parish Subsidies/Support:
  10% per operating arrangement
  SFA, SSDM, SJB:13% again for 2010/11
  SES revised support on expense side
Tuition assistance
   Budget again includes a provision for
    tuition assistance
     Based  on need
     Available to those families with
      one student or multiple students
Tuition
   Tuition increase of 4%
                        2009/2010      2010/2011       Increase
     FullDay           $3,935         $4,092          $157
     Half Day          $2,318         $2,410          $ 92


   Pre-School Tuition – re-priced consistent with other schools
    3  Day             $1,648         $1,900
     5 Day             $2,650         n/a
     4 Day             n/a            $2,100
Tuition
   $4,092
    $23.25 per school day

   4% increase = $0.89 per day
Development/Fundraising Budgets

                            2009/2010     2010/2011
    Dinner Dance               $94,000       $94,000
    Market Day                    9,000        7,500
    Magazine Drive              15,000        15,000
    Everyday Fundraising        12,000        10,000
    Catholic Schools Week       10,000        10,000
    Walkathon                   10,000        10,000
    Annual Fund                   5,000        6,000
    Golf Outing                               10,000
    Total                     $155,000      $162,500

    Scrip                      $50,000      $45,000
Revenue Budget - $3,015,061




      Tuition 78%               Fees 1%
      Extended Day 3%           Fundraising 5%
      SCRIP - School Share 2%   Miscellaneous <1%
      Parish Subsidies 11%
Class Size
   Policy per Handbook, which has not changed:
    Maximum Class Size:
     PK     20
    K       25
     1-3    30
     4-8    33
    Class sizes are at or below these levels
Expense: Personnel Assumptions
   Salaries
       2% salary increase per Archdiocese

   Benefits / Health Insurance
       Benefits & Health Insurance at Archdiocese rate
       Rates increasing for 2010/11

   Staffing Levels
       Some staff reduction is budgeted in keeping with expected
        enrollment levels
Expense Assumptions
   Facility Costs (SES owns the school building)
     CJB  shares the cost of maintenance staff
     CJB  pays an allocation of costs based on formula:
      50% SES, 38% CJB, 12% SES-RE
     CJB share of the above declined approx $28,000
     Capital Repair Fund contribution at $5,000
     Includes $15,000 toward Athletic Director, SES pays
      a higher share
Expense Assumptions – cont.
   Books/supplies
     Reduced amount in line with current   spending
     Includes some new textbooks also
   Parish Loans from school’s opening
     Deferred payment in budget last year and this year
     But did pay SSDM balance of $2,302 in full
     Paydown not currently in 2010/11 budget
      but an amount w/b determined once enrollment set
     SFA $64,701, SJB $55,683 outstanding balances
Expense Budget - $3,003,343



 Salaries, Taxes & Fringes 75%        Professional Growth 2%

 Books & Supplies 4%                  Student Services & Food Service 1%

 Administrative Expenses 4%           Telephone & Internet <1%

 Equipment Maintenance/Contracts 1%   Furnishings & Equipment, <1%

 Building Lease 11%                   OCS Assessment <1%

 Miscellaneous <1%
Is the Budget Final?
 Tuition rates are final
 Prior to new school year,
     when actual enrollment is set,
     and actual compensation is known
     budget will be revised for that info
 That revised budget will then be used as
  the fiscal plan to measure actual results
Thank you
   for your continued support of CJB

				
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