“I've been in Catholic education at a district level for the past 23 years. Initially we hired Catholic School Management for a few seminars. I had heard many good references and good comments so I decided to try them. We ended up contracting with them for four years.

They do know strategic planning, marketing, and recruiting and they are able to put it together. There is a consistency and a structure to them that allows you to involve various constituents of a particular school. Not only do you establish a strategic plan, but you end up re-energizing the school community and helping focus its effort. Catholic School Management helps people look at things differently.”

Assistant Superintendent for Marketing, Diocese of Syracuse, NY

Seminars • Workshops • Conferences • Presentations

Board Development

  • Board Roles, Responsibilities and Functions
  • Board, Staff and Volunteer Development – Expectations, Orientation, Training, Appreciation
  • Characteristics of a Strong Board
  • Strategic Planning – Begins with the Board
  • The Effective Catholic School Board
  • The Role of the Board in Institutional Advancement
  • Who’s on First?  Defining the Role of the Board

Institutional Enhancement

  • Alumni: A Most Valuable Resource – Research, Communication, Involvement, Support
  • Beyond Fundraising – Stewardship, Discipleship and Evangelization
  • Enhancing the Delivery of Guidance Services in the Catholic Secondary School
  • From Anxiety to Accomplishment – Turn Your Board into Fundraising Stars
  • Moving to the Next Level of Excellence
  • President/Principal Model of School Administration
  • School Safety Planning
  • Strategic Planning – and Acting!
  • The Gift of Volunteers – Handle with Care
  • The Mature Development Program
  • Too Many Great Volunteers…Said No One EVER
  • Trends, Best Practices, Resources
  • What Next?  Audit, Assessment, Benchmarks, Goal Setting
  • What’s Next?  Goal Setting for Institutional Advancement

Marketing/Enrollment Management

  • Affirmation, Attraction, A+ Results – Retention and Acquisition
  • Building Within, Reaching Beyond – The Power of Partnerships
  • Caring, Communication and Customer Service – Building Relationships for Life
  • Conquering Communication
  • Enrollment Management – A Framework for Success
  • Marketing and Enrollment Management
  • More Kids, More Kids, More Kids – Time-Tested Student Recruitment and Marketing Strategies
  • The Role of the Teacher in Marketing the Catholic School for Image and Enrollment
  • Strategic Planning for Student Recruitment and Marketing
  • Student Recruitment – Goals, Objectives, Strategies, Implementation, Evaluation
  • The Essential Continuum – From Student Recruitment to Alumni Relations
  • The Power of Partnerships – Enhancing the Teacher-Parent Dynamic
  • What Do You Say?  Clear, Compelling and Consistent Communications


  • Annual Fund – Moving It to the Next Level
  • Annual Fund – The Path to Growing and Predictable Revenues
  • Annual Fund/Major Gifts − Fishing with a Long Line
  • Ask, You Shall Receive – Personal Solicitation Training for Staff and Volunteers
  • Before the Capital Campaign – Planning and Readiness
  • Capital Campaign Readiness − Getting to “More”
  • Capital Campaign Success – From Feasibility Study to Victory Celebration
  • Development 101 – What, How, When and Especially Who
  • Development by Committee – Matching Gifts and Talents
  • Development Essentials and Planning
  • Dialing for Dollars – Yes, It Still Works
  • Endowment – Set Up, Marketing, Solicitation, Donor Recognition
  • Endowment Growth
  • Face-to-Face Solicitation Training for Major Gifts
  • Finding Friends and Funds for Ministry
  • Giving in the Here and the Hereafter – Donor Cultivation and Planned Giving
  • Grantsmanship – When, How and How Not to Prepare and Pursue Proposals
  • Money in the Mailbox – Direct Mail Strategies
  • More Money, More Kids – Fundraising and Student Recruitment
  • Moving Donors through the Pyramid – Major Gift Programs
  • Planned Giving Programs
  • Raising More Money – Evaluate, Identify, Target, Plan, Act, Evaluate…Again and Again
  • Strategic Conversations


  • Characteristics of a Stewardship Parish
  • How to Evaluate Time, Talent and Treasure Practices
  • Stewardship – Creating a Culture, Implementing an Ongoing Commitment Experience
  • Stewardship – Fulfilling Our Baptismal Call
  • The Spirituality of Stewardship – How Faith, Gratitude and Prayer Eclipse Time, Talent and Treasure
  • Tracking Stewardship Progress


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Catholic School Management  ·  PO Box 4071  Madison, Connecticut 06443  ·  203.421.5169  ·  csmoffice@cbservices.org  ··  Contact Us