Parish Services

Adaptive Planning is the software solution provided to Archdiocesan parishes, schools, and cemeteries to assist with budgeting and forecasting.  The Adaptive system includes the following:

• Access to the software from anywhere with an Internet connection
• Automatic updating of assumptions for employee benefits, insurances, etc.
• Carrying forward personnel-related information from year-to-year
• Allocating employee costs and other expenses between collaborative parishes/schools/cemeteries
• Advanced reporting and forecasting capabilities, with the ability to run a budget vs. actual reports.

Adaptive Planning is one component of an overall budget process that should include consideration of the local pastoral plan, consultations with parish/collaborative staff, and discussions with the finance council and other stakeholders.  Parishes are required to submit their annual budgets to the Finance Department by May 31^st of each year.

In order to fully manifest the love of Jesus Christ in our communities, our parishes need to be strong, stable, intentional, and effective centers of the New Evangelization.  To that end, Parish Financial Services is committed to providing resources and support related to fiscal management and controls.  If you have questions please contact your regional consultant. 

• Adaptive Training
  • Adaptive Planning User Manual
  • Training Videos - To obtain access to the videos, please contact your regional consultant for the password.
    1.  Introduction - Overview of the Adaptive environment, including general navigation and other tips
    2.  Income Statement - Overview of budgeting directly within the income statement sheet
    3.  Personnel - Overview of populating the personnel sheet and entering benefits information
    4.  Clergy - Overview of adding priests to the budget
    5.  Religious - Overview of adding religious (brothers and sisters) to the budget
    6.  Non-Employee Compensation - Overview of budgeting for contractors
    7.  Insurance - Overview of budgeting insurances
    8.  Capital Improvements - Overview of planning capital improvements
    9.  Shared Staff - Overview of splitting staff and sharing costs between multiple parishes in a collaborative
    10. Shared Expenses - Overview of splitting general expenses within in a collaborative
    11. Tuition Revenue - Overview of tuition planning
    12. Tuition Discounts - Overview of budgeting tuition discounts
    13. Reports - Overview of reports in Adaptive