Personal Charter for Fr. Zlock effective 2015-16

1. Fr. Charles Zlock
2015-16 KRAs and SMART Goals
KRA #1 – PERSONAL INTEGRATION: Attend to the four dimensions of “Pastores Dabo Vobis”
that specifically apply to me (not others or the parish) so that I:
 Remain healthy as a person,
 Grow in my sanctification,
 Am effective in my ministry
SMART Goals:
Human Dimension:
1. Weekly - exercise 3 times
2. Weekly - take overnight day-off
3. Yearly - take allotted vacation days
4. Yearly - schedule and visit health agents (doctor, dentist, chiropractor, cardiologist,
other)
Intellectual Dimension:
5. Weekly – Read part of at least one book
6. Yearly – attend one course/seminar relevant to priesthood (Example: “Ongoing
Formation Conferences”)
Spiritual Dimension:
7. Acquire new Spiritual Director by Thanksgiving
8. Daily - Pray the Divine Office
9. Daily - perform some kind of spiritual reading and/or homily preparation
10. Weekly – attend Scripture study prayer group (for support and homily preparation)
11. Monthly - visit Spiritual Director (9 times during the year)
12. Monthly – “Spiritual Retreat Day” (9 times during the year)
13. Monthly - Confession
14. Yearly – attend Spiritual Retreat
Pastoral:
15. Daily - Mass for St. Monica Parish
16. Yearly - attend Mass at St. Katherine of Siena School
17. Yearly - Attend Mass at St. Norbert School
18. Yearly - offer services to an organization/ministry outside of parish (maximum – two
times total)

2. KRA #2 - LEADERSHIP OF STAFF – Ensure completion of initiate weekly monitoring of
KRA/SMART Goals for both Parish Staff “Team” and individual Parish Staff members in order
to:
 Reduce Parish Staff stress
 “Right-sizing” Parish Staff workload
 Align Parish Staff activities to Parish Mission/Vision
SMART Goals:
 Complete “360 Evaluation” by end of summer, 2015
 Complete moderated Parish Staff “Team” retreat by end of summer, 2015
 Ensure completion of drafts of individual Parish Staff KRAs by September 30 (together
with Bernie Annechini)
 Overview initial drafts of staff KRAs by September 30
 Complete Parish Staff “Team” KRAs by October 30
 Complete one-on-one KRA interviews with Parish Staff members by October 30
 Complete one-on-one KRAs of Parish Staff members by October 30
 Weekly monitor Parish Staff attention to KRAs during Staff Meetings through November
up to Thanksgiving.
 Complete necessary one-on-one correction meetings by 3rd Week of Advent
 Complete off-site Parish Staff “Team” analysis by Laetare Sunday
KRA #3 - LEADERSHIP OF PARISH – Ensure completion of chartering process for parish
leadership (Parish Pastoral- and Finance Councils) and all organizations/ministries in order to:
 Align activities with Parish Vision and Mission (Preach and Teach),
 Ensure spiritual growth of parishioners (Sanctify),
 Properly steward the allocation parish resources (Govern),
 Ensure the healthy governance of the parish.
SMART Goals:
 Ensure completion of Parish Pastoral Council Charter by end of September 2015 (Bernie
and Aagee).
 Ensure completion of Parish Pastoral Finance Charter by end of September 2015 (Bernie
and Aagee).
 Ensure completion of ministry/organization KRAs by end of September 2015 (Bernie and
Aagee).
 Discuss KRA drafts with Parish Pastoral Council during October 2015 PPC meeting.

3.  Discuss implementation plan for necessary KRA revisions during October 2015 PPC
meeting
 Ensure completion of Charter revisions by beginning of Advent, 2015.
KRA #4 - GROWTH OF PARISH – Actively focus and engage in one initiative to personally
support the goal of “Parish Outreach” to the 3,200 non-active or semi-active parishioners of
St. Monica Parish (Ultimate Goal: grow parish attendance by 10%. Timing: 2015 archdiocesan
“Pastoral Report”)
SMART Goals:
 Daily intentional prayer for discernment of outreach initiative until end of January
 Involve prayer team for discernment prayer by end of September
 Examine various programs/models by end of August
 Price out various programs/models by end of August
 Choose initiative by September 15
 Advertise by September 30
 Initiate beginning of October – Run into Advent
 Evaluate in cooperation with Parish Pastoral Council by end of January, 2016 for
continuance in 2016.
KRA #5 - CAPITAL CAMPAIGN / PARISH MASTER PLAN – Complete my portion of St. Monica
Capital Campaign to ensure the acquisition of necessary resources for parish safety, comfort,
growth and vibrancy.
SMART Goals:
 Weekly – Call/meeting with Cunneen and Campaign Assistants
 Complete vetting of potential “ask” amounts by September 7
 Vet my participation level with parish staff during September 7 call-in meeting
 Complete vetting of Capital Campaign materials by September 30 (N.B. – KRA
development activity level is significant in October)
 Acquire approval of archdiocese for Capital Campaign by September 30
 Complete writing and delivery of Capital Campaign message for
“In-Pew Weekend” by September 30
 Visit 5 parishioners/families to perform “formal” ask by end of October
 Formally complete Capital Campaign planning process by Thanksgiving
 Celebration of close of Capital Campaign before end of the year.

4. KRA #6 - PARISH / PASTORAL OUTREACH – Ensure the founding of a "formal" St. Monica
"Parish" Outreach Ministry ("New Evangelization") and "Pastoral" Outreach Ministry (to poor
and/or needy) to fulfill our mission, enrich our local community and impact the world. TBD
VALUES:
Defined Value: Accountability for My Work
Ways I Will Do This:
 I show up
 I put my KRAs out there for all to see
 I accept feedback from Staff, Parish Leadership and Spiritual Director
 Change behavior if necessary
Defined Value: Balance
Ways I Will Do This:
 Exercise
 Rest
 Doctors’ appointments
 Day off, vacations, spiritual retreat
 Take at least one “physical” break each day
 Take at least one “spiritual” break each day
Defined Value: Communication
Ways I Will Do This:
 Yearly 360 Evaluation
 Daily “Stand-Up” meetings
 Weekly Parish Staff “lunch meetings”
 2-Way Social Media
 Pulpit talks
 Town Meetings
Defined Value: Honesty
Ways I Will Do This:
 I’ll either
o Give you the facts,
o Tell you that I can’t give that information
o Say we need to talk later

5. Defined Value: Creativity
Ways I Will Do This:
 Reading on how to improve myself and my ministry
 Not afraid to suggest new ways to do our ministry
 Listen to others’ suggestions on new/different ways to do our ministry
 Implement new solutions to old problems
Defined Value: Friendliness
Ways I Will Do This:
 Being pleasant to all people especially those who are difficult.
 When speaking, follow the guideline of:
o Is it true
o Is it kind
o Is it necessary
Defined Value: Authenticity
Way I Will Do This: Letting the behavior reflect priestly and Christ-like value
Defined Value: Faith
Ways I Will Do This:
 Daily prayer
 Celebration of the sacraments
 Monthly spiritual direction
 Daily spiritual reading.
Defined Value: Trustworthy
Ways I Will Do This: If I say that I will do it – I’ll do it.

6. TIMING:
Daily:
 Pray the Divine Office
 Mass for St. Monica Parish
 Perform some kind of spiritual reading and/or homily preparation
 Daily intentional prayer for discernment for 3,200 fallen-away/inactive parishioners until
end of January
Weekly:
 Exercise 3 times
 Take overnight day-off
 Read part of at least one book
 Attend Scripture study prayer group (for support and homily preparation)
 Weekly – Call/meeting with Cunneen and Campaign Assistants (Until December)
Monthly:
 Visit Spiritual Director (9 times during the year)
 Take time out for a “Spiritual Retreat Day” (Last Friday of the month; 9 times during the
year)
 Confession
Yearly:
 Attend Spiritual Retreat
 Take allotted vacation days
 Schedule and visit health agents (doctor, dentist, chiropractor, cardiologist, other)
 Attend one course/seminar relevant to priesthood (Example: “Ongoing Formation
Conferences”)
 Attend School Mass at St. Katherine of Siena School
 Attend School Mass at St. Norbert School
 Offer services to an organization/ministry outside of parish (maximum – two times total)

7. August:
 Parish KRA Development:
o Complete “360 Evaluation” by end of summer, 2015
o Complete moderated Parish Staff “Team” retreat by end of summer, 2015
 Evangelization / Outreach:
o Examine various programs/models by end of August
o Price out various programs/models by end of August
September:
 Pray on and search for and acquire new Spiritual Director by November
(completed)
 Daily intentional prayer for discernment of outreach initiative until end of January
(ongoing)
 Parish and Pastoral outreach initiative (initial draft of Charter completed by
Palmer. Further work pending)
 Ensure completion of drafts of individual Parish Staff KRAs by September 30
(completed by end of October together with Bernie Annechini). STAFF: Thank
you and kudos for completing this.
 Ensure completion of ministry/organization KRAs by end of September 2015
(Completed by Bernie and Aagee)
 Capital Campaign - following completed:
o Vetting of potential “ask” amounts by September 7
o Vet my participation level with parish staff during September 7
o Call “recommended” volunteers and solicit their assistance by end of
September.
o Complete vetting of Capital Campaign materials by September 3 (N.B. –
KRA development activity level is significant in October)
o Acquire approval of archdiocese for Capital Campaign by September 30
o Complete writing and delivery of Capital Campaign message for “In-Pew
Weekend” by September 30

8. October:
 Daily intentional prayer for discernment of outreach initiative until end of January
(Ongoing)
 Charters:
o Weekly monitor Parish Staff attention to Team KRAs during Staff
Meetings through November up to Thanksgiving (Needs to be done on
on-going basis).
o Discuss KRA drafts with Parish Pastoral Council during October 2015
PPC meeting (completed)
o Discuss implementation plan for necessary individual Staff KRA revisions
during October 2015 PPC meeting (postponed until 2016)
o Complete Parish Staff “Team” KRAs by October 30 (Values need to be
completed. To discuss next team meeting)
o Complete one-on-one KRA interviews with Parish Staff members by
October 30 (postponed until 2016)
o Complete one-on-one KRAs of Parish Staff members by October 30
(postponed until 2016)
 Capital Campaign: Visit scheduled parishioners/families to perform “formal” ask
by end of October (completed)
November:
 Daily intentional prayer for discernment of outreach initiative until end of January
(Ongoing)
 Charters - Weekly monitor Parish Staff attention to Team KRAs during Staff
Meetings through November up to Thanksgiving (Needs to be done on on-
going basis).
 Capital Campaign:
o Visit scheduled parishioners/families to perform “formal” ask by end of
November (ongoing)
o Provide update to parish based on parishioner feedback during capital
campaign visits. (Pending)
o One or two "receptions" November 16 17 for "Lead" benefactors who
cannot be schedule one-on-one (Pending).
o Formally complete Capital Campaign planning process by
Thanksgiving (Pending)
 Schedule meeting to re-examine and prioritize items from facilities
"spreadsheet." This will allow us to better schedule "stop of work" over the next
few years based on success of capital campaign. (Pending)

9. December:
 Pastor KRAs:
o Daily intentional prayer for discernment of outreach initiative until end of
January
 Staff/Parish KRAs:
o Complete necessary one-on-one KRA correction meetings by 3rd Week of Advent
o Complete off-site Parish Staff “Team” analysis by Laetare Sunday
o Ensure completion of Charter revisions by beginning of Advent, 2015.
 Evangelization/Outreach:
o Finish outreach initiative by Advent
 Capital Campaign:
o Celebration of close of Capital Campaign before end of the year.
January:
 Pastor KRAs:
o Daily intentional prayer for discernment of outreach initiative until end of
January
o Begin re-evaluation of KRA process by end of January.
o Complete re-evaluation of KRAs/SMART Goals by January 30
 Evangelization / Outreach:
o Evaluate outreach initiative in cooperation with Parish Pastoral Council by end of
January, 2016 for continuance throughout 2016.

10. February
March
April
May
June
July