Building People and Organizations

Published: June 2010

Suite 300 Bldg 200 1250 Pittsford-Victor Rd. *Pittsford, NY 14534Phone: (585) 264 – 0886 Fax: (585) 264 – 9029

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The Mercy Strategic Plan

Agenda

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Introduction – Suzanne Johnston

Overview – Terry Quinn

Academic Task Force – Colleen Bonar

Facilities Task Force – Chuck Graham

Marketing & Development Task Force –Tish Ciaccio, Karen Higman

Finance Task Force – Greg Gordon

Conclusion – Suzanne Johnston & Terry Quinn

Core Team & Task Forces!

Congratulations!

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Core TeamBoard of Trustees

2. Facilities1. Academic Achievemen

t

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Task Forces

3. Financial Planning

4. Marketing - Enrollment

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Building Our Strategic Plan

Clear Strategic Intents (Goals) Core TeamIncludes five-year targets across a number of areas.

Key Initiatives/Action Plans (Strategies) Task ForcesIncludes the activities/projects which are implemented.

Successful Strategic Planning not only builds an outstanding blueprint for success – it also unites our entire community in implementation.

We engaged our stakeholders!

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True Teamwork

Core Team • Diverse group of stakeholders

Task Forces• Based upon expertise and/or interest

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Philosophy Statement: Our Lady of Mercy High School is a Catholic secondary school for young women in grades 7-12. Founded in the vision of Catherine McAuley and the ministry of the Sisters of Mercy, we are committed to the education of young women of all faiths and backgrounds. In an atmosphere of mutual respect and trust, all are encouraged and motivated to develop individual talents to meet the challenges of the 21st century. In collaboration with families we promote educational excellence and the development of the entire individual. At Our Lady of Mercy High school we expect students to take an active role in their learning and personal development while preparing for a life-long pursuit of knowledge and wisdom in the light of Christ’s teachings.

Vision

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Mission Statement

Our Lady of Mercy High schoolA ministry of the Sisters of Mercy

 Animated by our motto

-Via, Veritas et Vita-We educate young women in…

 the Way – embracing Gospel values

the Truth – unleashing creative energy for the pursuit of knowledge andthe Life – nurturing a hope-filled vision for leadership, responsibility and service 

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Beliefs

We believe that we are a caring school community for young women shaped by our Catholic and Mercy identity, rooted in Gospel values, dedicated to the ministry of service

and respectful of cultural and religious diversity.

We believe that our pursuit of academic excellence is centered in Christian character formation and values-based education.

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Parameters (CT)

1. The Strategic Plan creates a framework to guide the students of Our Lady of Mercy High School to achieve their highest potential.

2. The Strategic Plan aligns with the Mission of Our Lady of Mercy High School.

3. All stakeholders must have a complete understanding of the Strategic Plan, as well as their role and responsibilities in fulfilling it.

4. All stakeholders must operate with flexibility and transparency to create a culture of collaboration.

5. During the implementation of the Strategic Plan, stakeholders must be good stewards of human and financial resources.

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Task Force #1Academic Achievement

Facilitator: Colleen BonarStrategic Intents: 4Key Initiatives: 7

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Analysis of Student Performance Data

• Analyzed current status

• Compared data to similar schools

• Determine strengths/weaknesses

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Paradigm Shift

• What distinguishes OLM from other schools?

• What are the unique qualities that identify a graduate of OLM?

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Knowledge

• Broad based

• Challenging

• Rigorous

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Discernment

• To Perceive

• To Distinguish

• To Evaluate

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Leadership

• To Influence

• To Guide

• To Direct

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Service

• To Help

• To Contribute

• To Assist

• To Aid

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Identifying Traits: OLM Graduates

• Knowledge

• Discernment

• Leadership

• Service

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Knowledge

By 2014/2015, every graduating senior will have enrolled in and completed a minimun of one college (dual credit/AP) course at Mercy prior to graduation.

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Strategic Intent #1:

Discernment

By 2014/2015, the average combined SAT Verbal, Writing, Math score of graduating seniors will be 1800, and the average ACT score will be 29.

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Strategic Intent #2:

Leadership

By 2014/2015, 100% of our students will participate (as juniors or seniors) in a Focus Experience (i.e., a special project, service experience, internship, Mercy-sponsored Passport experience, or «capstone» experience).

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Strategic Intent #3:

By 2014/2015, 100% of our students will demonstrate an informed commitment to advancing one of the Mercy Critical Concerns.

Service

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Strategic Intent #4:

Articulated Identity of OLM Student

Created Intents, Initiatives and Action Plans

Conclusion

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Task Force #2Facilities

Facilitator: Chuck GrahamStrategic Intents: 3Key Initiatives: 7

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Overview

• Expanded Membership & Stakeholders

• Thorough Review of Current Facilities

• Identified Areas of Need

• Prioritized Based on Safety and Need

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Task Force #2: Facilities

Strategic Intent #1:

By 2014/15, we will have facilities and supporting infrastructure, commensurate with high performing, benchmark schools to support a student population of 850. In line with this Strategic Intent, we will:•Prioritize the facilities improvement plan to address the safety issues first, and then complete the plan as money is raised.

•Determine the supporting infrastructure needed, and the on-going cost.

•Select the benchmark schools in our community, and set the criteria for comparison.

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Task Force #2: Facilities

Strategic Intent #2:

By 2014/15, 90% of total respondents to the OLM School Community Survey (Staff, Families, and Students) will collectively and individually Strongly Agree/Agree with statements that endorse our academic, athletic, performing arts facilities.

By 2014/15, we will reduce our energy footprint and conserve resources by 25%, as measured from our baseline year 2010.

Strategic Intent #3:

Needs Based Assessment Annually

Implement in Phases and when Fiscally Appropriate

Work in Close Harmony and Approval of the Sisters of Mercy

Conclusion

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Task Force #3Marketing/Enrollment

Facilitators: Tish Ciaccio, Karen HigmanStrategic Intents: 4Key Initiatives: 38

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Marketing

•Build comprehensive marketing plan•Develop consistent message that will be our brand•Website•Media sources – including social media•Increase “stories” on alumnae and students to share•Build corporate support

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Development

• Increase attainment from all sources (alumnae, parents, friends, foundations, corporate)

• Increase proceeds from Spirit Gala• Increase Endowment giving• Grow Advancement staff • Conduct feasibility study to determine needs, capacity of

a Capital Campaign• Build “case statement” to increase scholarship dollars• Increase participation from alumnae, faculty/staff and

Board of Trustees• Expand community partnerships

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Enrollment

• Shift focus to enrollment marketing efforts• Marketing presence in public schools, home school

associations, catholic parishes• Continue to build partnerships with McQuaid• Explore tuition discount opportunities for siblings,

referrals, faculty/staff• Offer a “tuition raffle”• Recommend Director of Admissions be full-time position

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• Targeted marketing with clear concise message/brand

• Advancement – FTE• Admissions – FTE• Expand constituencies• Increase overall attainment• Increase enrollment

Conclusion

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Task Force #3: Marketing/Enrollment

Strategic Intent #1:

We will continue to develop a comprehensive public relations plan, with annual goals and objectives, that demonstrates the value of a Mercy education and communicates the Mercy message, targeting prospective families, current families, Mercy alumnae and the community-at-large, adjusting the strategies according to current trends and tactics.

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Task Force #3: Marketing/Enrollment

Strategic Intent #2:

By 2014/15, increase philanthropic giving to Mercy by X% each year in both the amount of money raised and the number of donors contributing to the school through all vehicles.

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Task Force #3: Marketing/Enrollment

Strategic Intent #3:

By 2014/15, increase enrollment to full capacity to 250 middle school students and 600 high school students, and retain all students through graduation.

Strategic Intent #4:

By 2014/15, increase alumnae giving to 30% of all reachable alumnae.

Task Force #4Financial

Facilitator: Steve Telesca (Gregg Gordon)Strategic Intents: 4Key Initiatives: TBD

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Task Force #4: Financial

1. By 2014/15, 100% of the financial aid demand will be met outside of the operating budget.

2. By 2014/15, our operating budget will support a minimum of $100,000 of routine facilities maintenance.

3. By 2014/15, we will annually meet/exceed a current rate of return as measured by ____ while maintaining fidelity to the designated Sisters of Mercy investment strategy.

4. By 2014/2015, we will increase our endowment to $5 million.

Strategic Intents:

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Conclusion!