Case | HBS Case Collection | February 2003 (Revised April 2003)

Roman Catholic Diocese of San Jose, The

by Allen S. Grossman and Christina Darwall


Patrick J. McGrath, the bishop of the healthy and growing San Jose diocese, is pioneering the use of long-term, business-like strategic planning to better deliver on his churches' core mission. The adopted plan addresses issues at the heart of how the diocese is organized and services are delivered. In addition, lay leaders and priests, for the first time, will be held accountable for their performance. Only dioceses facing critical financial crises have used strategic planning in the past. The planning process was arduous, and implementation across 52 churches will challenge all the leadership skills of the bishop and his management team. Can the culture of a 2000-year-old organization successfully merge with approaches to management developed by McKinsey?

Keywords: Financial Management; Innovation Strategy; Leadership; Growth Management; Success; Performance Effectiveness; Strategic Planning; Problems and Challenges;


Grossman, Allen S., and Christina Darwall. "Roman Catholic Diocese of San Jose, The." Harvard Business School Case 303-069, February 2003. (Revised April 2003.)