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Diocesan Financial Management

 

This website contains a document which has been written to assist the Bishop and his Trustees responsible for managing a diocese to maximise its ability to realise its pastoral and other goals with the limited human, property, financial and other resources available to it while satisfying the law. It explains:

   • What they are likely to find when reviewing a typical diocese.
   • How a diocese might be operated more effectively

Separate documents, which can be accesses from the links above include, questionnaires and scorecards to enable the clergy and other committee members of the diocese, deaneries and parishes to determine how well they are undertaking their individual management roles.

The answers to the questionnaires will reveal:

   • What issues they need to address to improve their effectiveness
   • The steps they need to take to establish an effective and healthy diocese.

To write this report the author used his knowledge of financial and strategic management which he acquired over a 25 year period as a management consultant and merchant banker and his subsequent experience as a Trustee, Chairman of the Finance Committee and Procurator-Investments in the Roman Catholic Diocese of Aberdeen. During the period he devoted a considerable amount of time to consulting with the bishop, the clergy and the parishioners to determine the sort of diocese that they wanted. He also sourced information from the management committees of other dioceses. This text is the result and reflects the work undertaken between 2002 and 2009.

While some of the recommendations may not have been implemented as described or may have been changed since he was involved the information documented here may be of assistance to other dioceses. At the very least the questionnaires can assist bishops and their dioceses, deanery and parish management committees to identify issues which, if addressed as recommended in the appendices, will assist them to establish and operate a diocese which, in the first decade of the third millennium, will maximise its ability to satisfy its parishioners pastoral needs, will be operationally efficient, will have the ability to survive and prosper, will be financially viable and will satisfy the law.

E C Emerson
May 2010