Give Us Your Best: A Look at Church Service for a New Generation National Leadership Roundtable on Church Management Annual Conference at The Wharton School June 28–29, 2007 Philadelphia, Pennsylvania Give Us Your Best: A Look at Church Service for a New Generation National Leadership Roundtable on Church Management Annual Conference at The Wharton School June 28–29, 2007 Philadelphia, Pennsylvania Table of Contents Introduction ..........................................................................................................................1 Kerry A. Robinson, Executive Director, National Leadership Roundtable on Church Management Opening Prayer......................................................................................................................3 Most Rev. Dale J. Melczek, Diocese of Gary Opening Remarks ..................................................................................................................5 Kerry A. Robinson, Executive Director, National Leadership Roundtable on Church Management People Management in Mission-Driven Organizations: Realities and Implications .....................9 Keynote Address: Thomas J. Tierney, Chair and Co-Founder, Bridgespan Group Identifying the Next Generation of Church Leaders and Ministers........................................................................17 Moderator John Eriksen, Director of Research & Client Services, National Leadership Roundtable on Church Management Panelists James Davidson, Professor of Sociology, Purdue University Dean Hoge, Director of the Life Cycle Institute, Catholic University Sr. Mary Bendyna, RSM, Executive Director, Center for Applied Research in the Apostolate Arturo Chavez, Programs Director, Mexican American Cultural Center Recruiting the Very Best for Church Service........................................31 Moderator Most Rev. Blase J. Cupich, Diocese of Rapid City Panelists Susan King, Vice President of Public Affairs, Carnegie Corporation of America Bill McGarvey, Editor-in-Chief, BustedHalo.com Retaining and Motivating the Very Best for Church Service.......47 Moderator Thomas J. Healey, Healey Development Panelists Rev. William Byron S.J., President, St. Joseph’s Preparatory School, Philadelphia, PA Geno Fernandez, Principal, McKinsey & Company Sr. Mary Edward Spohrer, Chancellor, Diocese of Paterson Janice Virtue, Associate Dean for Continuing Education, Duke Divinity School The Economic Considerations of Recruiting, Retaining, and Motivating the Very Best for Church Service ................................................................................................63 Moderator Charles Geschke, Chairman of the Board, Adobe Systems Panelists William Daly, Surveys Director, National Association of Church Personnel Administrators Linda Bearie, Chancellor & Director of Personnel, Diocese of San Jose Dennis Corcoran, Pastoral Associate, Church of Christ the King New Vernon, NJ Acknowledgments ...............................................................................................................75 Appendix A: Covering the Bases: Ethics, Credibility, and Trust in the Church ............................77 Fay Vincent, Former Commissioner, Major League Baseball Appendix B: Standards for Excellence: An Ethics and Accountability Code for the Catholic Sector .........................................................85 Kerry A. Robinson, Executive Director, National Leadership Roundtable on Church Management Appendix C: Best Practices Awards........................................................................................89 Awards presenter Francis J. Butler, President, Foundations and Donors Interested in Catholic Activites, Inc. (FADICA, Inc.) Award recipients John J. Schiavone, Executive Director, St. Vincent de Paul Society of Baltimore Rev. Edward “Monk” Malloy, President Emeritus, University of Notre Dame Appendix D: ChurchEpedia.org Remarks ...............................................................................93 John Eriksen, Director of Research & Client Services, National Leadership Roundtable on Church Management Appendix E: Chairman’s Update ............................................................................................95 Geoffrey T. Boisi, Chairman, National Leadership Roundtable on Church Management Appendix F: Participants.....................................................................................................101 Appendix G: Conference Agenda ........................................................................................107 Leadership Roundtable Publications and Resources ............................................................111 1 Introduction Introduction Kerry A. Robinson, Executive Director, National Leadership Roundtable on Church Management The National Leadership Roundtable on Church Management grew out of an important conference held at The Wharton School in June 2004 called The Church in America: Leadership Roundtable. Hundreds of Catholic luminaries from the secular world and the Church, with high levels of executive experience, met to discuss, assess, and contribute substantively to improve and strengthen the temporal affairs of the Catholic Church in the United States in order that the mission of the Church might be advanced more effectively. A seminal result of this gathering was a list of 48 recommendations for positively Kerry A. Robinson impacting the Church’s management, finances, and human resource development at the local, diocesan, and national lev- els. It is notable that this effort, from its inception, has concerned itself exclusively with the manage- ment, finances, and human resource development of the Church, focusing solely on the temporal affairs and is, in this focus, entirely non-doctrinal. Also notable is the strong emphasis on the positive, namely to identify what already works well in the Church and those examples of excellence in our Church that merit emulation. In March of 2005, the National Leadership Roundtable on Church Management was incorporated, and on July 11 of that year the Board of Directors met for the first time in Washington, D.C. Three months later the Leadership Roundtable held its first annual membership conference, which brought together prominent U.S. bishops with nearly 200 senior-level Catholic executives from the philanthropic, corpo- rate, educational, governmental, military, financial, and nonprofit sectors. Out of this conference emerged a Plan of Action for the Leadership Roundtable consisting of 21 specific objectives, informed by the original 48 recommendations, to be developed in service to the Church in the United States over the next few years. The Leadership Roundtable’s second annual membership conference, held in June of 2006, focused on creating the conditions for financial health in the Church. Under that rubric five specific areas of focus were highlighted for further development in working sessions at the conference. They are Effective 2 Diocesan Planning, Essentials of Church Financial Transparency, The Value of Evaluation, The Power of Economies of Scale, and Laying the Foundation for Successful Fundraising. Following the successful discourse on Church finances, the members of the Leadership Roundtable met on June 28–29, 2007, to focus on the development and promotion of top-quality human resource man- agement in diocese and parishes. Entitled Give Us Your Best: A Look at Church Service for a New Generation, the conference explored ways to attract the best people to pastoral ministry in our parishes and dioceses, what conditions are required to retain them in ministry, and what provision is necessary to sustain their ongoing formation and career development. The conversation was informed by aca- demic research, proven approaches from the worlds of business and nonprofits, and best practices from parishes and dioceses across the country. Specific topics covered are recruitment, marketing, vocations, compensation, investment, mentoring, education, formation, and professional ethics. During this gathering, members of the Leadership Roundtable also reviewed the Standards for Excellence: An Ethics and Accountability Code for Catholic Dioceses, Parishes and Nonprofits. This code contains eight guiding principles in the areas of program operations, governance, human resources, financial management and fundraising. It contains 55 Standards that provide more detailed perform- ance benchmarks for Catholic dioceses, parishes and nonprofits to strengthen their operations and become more transparent and accountable. It is a testament to the constructive ethos of the Leadership Roundtable that everything that is devel- oped is intended to be shared and disseminated openly and widely for maximum application. I hope you enjoy these proceedings, but more importantly I hope that they serve to stimulate your own imag- ination about what is possible, and what is productive and beneficial to the Catholic Church in the United States, especially in terms of your own parish, diocese, religious community, or Catholic non- profit. Our Church and its leaders deserve our support, expertise, insight, and participation to achieve excellence in management and mission. 3 Opening Prayer Prayer Opening Most Rev. Dale J. Melczek, Bishop of Gary My brother bishops, priests, dear religious, and lay faithful, we come together this morning as persons richly blessed, with gifts of life, faith, health, a deep love for the Lord and for His Church, diverse talents, and abundant resources. We share a