CONFERENCE FOR CATHOLIC FACILITY MANAGEMENT
LONG TERM STRATEGIC PLAN
Adopted: June 2010
Revised: April 2016
The Board of Directors of CCFM recognized that our organization could benefit from a Long Term Strategic Plan in order to address issues and strategies for recognizing challenges which CCFM members face today and will in the future. It is to be used as a dynamic guide for all members and especially leadership in creating a resource for our changing environment and improving our program to better meet the needs of our entire organization.
The Conference for Catholic Facility Management (CCFM) completed an in-depth review of its history, identified its core values and purpose, conducted a SWOT analysis, and refined its vision and mission statements. From this process, a 3-year strategic plan was written that provided CCFM with the goals and strategies needed to guide it forward towards increased success, sustainability and growth. The Long Range Strategic Planning Committee at its next meeting incorporated timelines and identified responsible person(s) for each strategy. This plan is a document intended to be a working plan to be implemented and reviewed on a regular basis at both committee-level and Board-level meetings.
Between 1989 and 1994, dioceses in the Mid-Atlantic Region (Baltimore, DC, Virginia, Pennsylvania) met annually to discuss issues and topics of mutual interest. Additionally, the dioceses of New York held similar meetings for all the dioceses in their state. Around this same time, there were similar annual regional meetings taking place in the West; specifically, Las Vegas, Los Angeles, and finally Portland.
In February 1994, the Diocese of Fresno contacted the Archdiocese of Baltimore to inquire about a local, non-denominational conference scheduled in Baltimore to see if it was worth attending. During this conference, facility representatives met from the surrounding Baltimore-areadioceses to discuss what was happening on both sides of the country. The eastern contingencywas informed of the Western Conference to be held in Denver in the spring of 1994. As a resultof this meeting, the conference extended invitations to many of the eastern dioceses.
April 1995, the Western Conference held in San Francisco was attended by approximately 50 personnel from dioceses across the country. At the conclusion of that meeting, there was an extended discussion among all the attendees of our future course. An east coast venue for the next meeting would assist in the establishment a national organization.
Baltimore hosted the first national conference in April 1996 where 75 dioceses were represented with over 125 total attendees. An ad-hoc committee was formed to plan the next conference in Phoenix and began preparations for a formal organization with a constitution and by-laws with the goal of being listed in the Official Catholic Directory. Lou Baird, still a member today, was appointed chairperson.
Phoenix, in 1997, held the most successful conference to date, drawing almost 125 diocesan representatives. The new bylaws and constitution were adopted, officers elected, and the listing in the Official Catholic Directory was established.
Conference sites for the following years were as listed:
1998: Newport, RI
1999: Palm Springs, CA (hosted by Diocese of San Bernadino, CA)
2000: Atlanta, GA
2001: Indianapolis, IA
2002: St. Petersburg, FL
2003: San Diego, CA
2004: New Orleans, LA
2005: Denver, CO
2006: Washington, DC
2007: Chicago, IL
2008: Orlando, FL
2009: Pittsburg, PA
2010: Orange, CA
2011: St. Louis, MO
2012: Covington, KY
2013: Seattle WA
2014: New Orleans, LA
2015: Savannah, GA
2016: Phoenix, AZ
The current planning process began at the 2008 annual conference in Orlando, Florida, where the CCFM Board of Directors determined that long term strategies would need to be formalized in order to create an avenue for sustainability of the organization.
In October 2008, the Board of Directors participated in a strategy retreat identifying critical issues and challenges for our long term growth. A Long Range Strategic Planning (LRSP) Committee was established and work from this committee was done prior to the annual
conference to be held in Pittsburgh where it was presented to the general membership. At this time, the committee membership was expanded.
The Board of Directors again met in Chicago in October 2009 to participate in another strategy session identifying further steps, critical issues, and challenges for growth. After this meeting, the committee continued to meet via conference call to draft and propose this formal document as the LRSP for the organization.
A draft of the LRSP was presented to the general membership at the annual conference in Orange California in May 2010. Comments were received and suggestions were evaluated and incorporated into the document. After the conference, a final report was prepared and reviewed, voted on, and adopted by the Board of Directors. The final document was placed on the CCFM website for accessibility by all members.
The LRSP Committee recommended to the Board of Directors to adopt a resolution which established the LRSP Committee as a standing committee within CCFM. The committee will be chaired by a board member and participation in the committee will be open to all classes of
membership. The committee will meet throughout the year to update and draft revisions as the document must be fluid and be adjusted as the needs of the organization are recognized. In 2014, the Board of Directors recognized the need to review and update the original plan since most tasks had been achieved. In 2015, the LRSP began to meet monthly to achieve this and hence, the April 2016 revision has been completed.
Michael T. Davitt, Treasurer, Chair
Janis K. Balentine, President
Lou Baird, General Member
Roger Hughes, Executive Director
CURRENT COMMITTEE MEMBERS
Janis K. Balentine, Chair
Michael T. Davitt
Tom Richter, Executive Director
The Conference for Catholic Facility Management (CCFM) provides a forum for professionals working for our church in matters of real estate, construction and facility management. The conference promotes professional development while nurturing the spiritual growth of its members responsible for Catholic owned buildings and properties through sharing the knowledge and experience of all members. CCFM seeks to contribute to the effectiveness and strength of our Church by providing professional training, continuing education, networking and advocating the highest of standards of work and professionalism for all members. Our purpose is to provide a forum and a network for persons having responsibility for diocesan or religious-owned buildings and/or properties; to promote the spiritual and personal growth of its member representatives in their special ministry of serving the Church; to foster the professional development of each member representative through the sharing of the knowledge and experience of all; and to contribute to the effectiveness and growth of the Church.
CCFM membership is experiencing conflicting patterns that are simultaneously expanding in some situations and contracting in others. The organizations our member professionals represent continue the evolutionary process identified in the last strategic plan and this will continue into the future.
As a result of this dynamic, there have been a developing array of ways in which dioceses and religious organizations staff and/or resource the various functions in the areas of real estate, construction and facility management. That developing array was accelerated over during 2009. We believe this has certainly occurred as a result of the economic slowdown of 2008 to 2012 but, as importantly, results from the systemic issues occurring in the institution.
The various ways that the dioceses and religious organizations then staff or resource the functions of real estate, construction and facility management follow:
There may be other combinations of the above but one thing is certain, there is no longer any one single organizational model that exists throughout all of CCFM. There is no longer a one size fits all approach to how we might be a resource to our members.
In all of this, we also have to be aware of how this changing dynamic might impact our Business Partners and how we might help them most effectively resource the CCFM member base, their customers.
We view the above not only as a reality but also as an opportunity for CCFM. We will need to develop an array of product opportunities, from communications vehicles, to a different look Annual Conference, to developing different kinds of goals and objectives with our evolving member base. These goals and objectives need to be sensitive to the differences in each of the individual member organizations.
Develop a strategy and action plan to accomplish connectivity with the evolving landscape in which CCFM finds itself. Operationalizing the above must include an array of strategies and actions. This will, of course, include:
Goal: The Conference for Catholic Facility Management will provide its members a successful Annual Conference.
Objective A: Achieve conference registration level at or above prior year
Objective B: Achieve number of exhibitors at 40 or more
Objective C: Provide a minimum of 9 educational tracks & Roundtable format
Objective D: Achieve budget conference income and expense goals
Objective E: Insure that Conference Planning Committee is active and successful
Goal: Build a leadership team that will enable CCFM to grow and carry out its mission and
vision in meeting the strategic plan.
Objective A: Identify and recruit talented members who share the mission and commitment to
CCFM to serve on the Board of Directors and various committees.
Objective B: Hire and retain an Executive Director who will act as the chief operating officer who will report to the Board of Directors and assist and implement strategy in meeting our short and long term goals.
Objective C: Establish committees which will serve as a critical component of the leadership of CCFM in creating new avenues for group development and progress for the organization.
Objective D: Continually review and update bylaws.
Goal: Promote and enhance the benefits of CCFM membership for all its members in order to increase and retain our membership.
Objective A: Attract sustaining Business members, retain and foster the relationship of CCFM
Objective B: Generate meeting opportunities for interaction between all regular members and
Objective C: Create list of preferred national corporations as strategic accounts.
Objective D: Grow and enhance regular membership.
Goal: Recognition of CCFM as an important and valued organization for its members and institutions which they represent.
Objective A: Continue our affiliation with USCCB as a recognized and established Catholic
Objective B: Increase number of Collaborative Partners e.g. Catholic Extension, Resource
Center for Religious Institutes.
Objective C: Continually increase our visibility and presence within our Catholic communities such as the LCWR and CMSM conferences.
Objective D: Stronger use of social media to get our membership to “tune in” regularly.
Objective E: Create a sponsorship program
Goal: The Conference for Catholic Facility Management will continually provide resources in
the areas of real estate, construction, and facility management to all of our members year
Objective A: Create a mentoring program where new members will be assigned a mentor
member to assist them with CCFM and their professional responsibilities by June 30, 2016.
Objective B: Continually update to improve our website allowing both regular and business members access to Resources, Discussion Board, and Webinars to assist them in their professional careers and identify future educational tracks that could be made into webinars.
Objective C: Provide and develop new on-site programs such as Facility Management 101.
Continue to Review Annually by the LRSP Committee
Keep document fluid by continually adjusting it to meet challenges of market place
In 2016, the LRSP Committee completed a major revision of the plan. The CCFM Board of Directors would like to express its gratitude to the USCCB, Bishop Foys, and our regular and corporate members for their support of this vital endeavor toward ensuring the future of the Conference for Catholic Facility Management.