D2+Narrative

D2 Narrativetoc

Narrative Introduction
//**Below you will find Draft 2.0 of the narrative (as of 10/11/11)**// that was created by the WCEA-WASC Core Team, temporarily formatted in this Wiki. All comments and edits should be included at the **bottom of the document** below the narrative. In order to allow for continuity of the document and clarity of revisions, all focus group members should write bulleted notes below the narrative.

Category D: Resource Management and Development

D2: Resource Planning Criterion

To What Extent... Do the governing authority and the school execute responsible resource planning for the future?


 * __Focus Group Findings__

The Board of Trustees of Moreau Catholic High School and the leadership team, through its strategic planning processes, execute responsible planning for the future. In partnership with standing Board committees, comprised of representatives from the Board of Trustees, faculty, staff, current and alumni parents, alumni and students, the school leadership oversees the planning and implementation of the strategic plan along with the strategic financial plan to support the mission of the school. The school values the importance of collaboration and shared input in the development of the budgeting process in order to meet the needs of our students.

Budgeting Process The Finance Committee and the Board of Trustees reviews the long-term strategic financial plan for the school annually. The plan is used to anticipate current and future financial needs of the school. The plan includes all of the key financial variables: enrollment, tuition, tuition assistance funding, fundraising, faculty and staff compensation levels, and capital requirements. The five-year plan allows the school to forecast possible scenarios with the economy, enrollment and changes in staffing.

The annual budget process is intentionally collaborative, involving all levels of the school: faculty and staff, department chairs, administration, committees, and the Board of Trustees. Guided by the goals outlined in the Strategic Plan, departments examine past spending, multi-year trend data, and consider future expenditures. The Board of Trustees and the Finance Committee set annual parameters related to pay scale and tuition changes. Each department participates in the preparation of the annual operating and capital budgets. The President, Principal, Director of Finance, and Director of Institutional Advancement review the budgets prior to the submission to the Finance Committee and the Board of Trustees. Actual expenditures are compared to the budget on a monthly basis at every level of the organization. Budget variances are reviewed and reported to the Finance Committee and the Board of Trustees.

The capital budgeting process runs parallel to the annual budget process, again involving all levels of the school community. In order to anticipate needs and allow for long-range planning, the capital budget is a multi-year strategic plan from each department head. It requires departments to align their capital budget requests with the Strategic Plan goals, while also allowing the school leadership to review and prioritize those requests from a holistic perspective. Capital budget planning also includes large plant maintenance items that require significant funding on a periodic basis (ex: paving, repairs, replacement).

The city of Hayward has also undergone a large investment in the Route 238 Corridor which runs in front of the school on Mission Boulevard. The President, Principal, Director of Finance and Director of Site Services work closely with the City of Hayward to maintain open communication and dialogue regarding the progress of construction. The President also works with the City of Hayward as it pertains to the Hayward Redevelopment Project.

Marketing Strategies to Communicate Strategic Plan There has been a strategic effort by the leadership team to provide greater transparency regarding the Strategic Plan, the Strategic Financial Plan and the overall budgeting process for faculty and staff. For the past three years, the President and Principal have hosted an annual fall vision presentation to share schoolwide accomplishments and goals related to the Strategic Plan. The Director of Finance has also done two yearly presentations for the faculty and staff regarding the budgeting process and procedures. Through the schoolwide marketing materials, there has been a greater emphasis on communicating Strategic Plan goals and accomplishments. This has been most notably in the area of increased tuition assistance for Mariner families.

Capital Campaign In 2007, the school completed the Transforming Tomorrow Campaign. The project provided the following schoolwide enhancements:
 * Expansion of student access to information resources and instruction by increasing the library by 92%
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Installation of wireless technology throughout the school in anticipation of a one-to-one laptop program
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Addition of a state-of-the-art science laboratory/classroom
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Creation of a TV Production studio and multi-media classroom
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Improvement of campus traffic flow, safety, and access from Mission Boulevard
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">An improved image of the school through the transformation of the school’s exterior

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">In 2009, the school adopted a new Master Site Plan that was developed in partnership with all major stakeholders. The Master Site Plan includes multiple phases for the enhancement of academic, social and spiritual student learning experiences. Phase 1 of the Master Site Plan is included in the Strategic Plan for 2010-2015, which is the completion of the rebuilding of the football/soccer field, all-weather track, fitness center and bleacher system.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">In partnership with the school’s architectural partner, Hardison, Komatsu, Ivelich, & Tucker (HKIT), along with TBI Construction, the school has begun the initial process for the next Capital Campaign. During the 2010-2011 school year, members of the school community met with HKIT and TBI to create the initial drawings needed for the feasibility study.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">The Fall 2010 Board Retreat welcomed consultant Rick Happy with CCS strategic consulting, to lead the board through the launch of a successful capital campaign and ongoing fundraising efforts as trustees.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">In the fall of 2011, CCS strategic consulting group, in partnership with the Institutional Advancement committee and staff, completed a comprehensive feasibility study to determine the school’s ability to raise sufficient funds for the Phase One capital project. The results of the study were presented to the full Institutional Advancement Committee in January, and the Board of Trustees in February. || <span style="background-color: transparent; color: #000000; display: block; font-family: Arial; font-size: 14.6667px; text-align: center; vertical-align: baseline;">__Evidence__


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Strategic Financial Plan that supports the Strategic Master Plan 2010-2015
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Leadership Minutes


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Finance Committee Minutes
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Board of Trustees Minutes
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Strategic Financial Plan


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Faculty/Staff Personnel Guide
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Department Budgeting Worksheets


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Finance Committee Minutes


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Department Budgeting Worksheets


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Strategic Financial Plan


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">The On Course
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">The Moreuver


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Presentation Notes


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">Faculty/Staff Meeting Agendas


 * Master Site Plan


 * Feasibility Study
 * Board Retreat Agenda/Minutes ||

**Focus Group Comments**
Please insert any comments or edits to the narrative in this space. These comments will be integrated into future versions of the narrative.

Under Capital Campaign third paragraph- Please end sentence after study. (take out part about rough order)
 * DONE **

Under evidence please add- Master site plan, Feasibility study, Board retreat agenda/minutes
 * DONE **