Tag Archives: growth

A year in review

As we head into the season of resolutions, I think it is a good time to recap 2018 for Legatus and share some of our accomplishments, shortcomings, and our goals for the year ahead. As I begin my third year as executive director/president of Legatus, it has truly been an honor to serve you, our members, and to help ensure the continued growth and success of Legatus, and ultimately, achieving our goal of steering as many souls toward heaven as possible.

Stephen Henley

Since I began in this role, our chairman and CEO, Tom Monaghan, has reiterated the operational goals: better chapters and more of them, in that order. Regarding the order of better chapters: through the life of Legatus, we have chartered over 100 chapters, but for various reasons, too many chapters have closed prematurely. Upon examination, we determined that this is where it is on us as an organization to ensure our chapters are providing the experience for members that keeps their chapters alive and fruitful.

One part of this effort was the increased role of our chapter administrators. We have all grown to value them, but we simply were not giving our chapter administrators the precise tools to do their job most effectively and support growth in their positions. I now believe, with the proper support through the chapter boards, along with their national liaison and the online training modules, we will continue to see better results.

The role of the chapter administrator is the reason why our renewals were ahead of any year previously and the reason we finished at 88.5 percent renewal.

The second component to our operational goals is more chapters. This year to-date, we have chartered chapters in Louisville, Tulsa, San Francisco, and Newark, and are on the cusp of chartering five more before year-end: Kansas City, Bismarck, North Georgia, Greenville, and Jupiter/ Palm Beach. I project that by year-end, Legatus will have had a growth of around 3-4 percent.

I am delighted to say that we also have formulated a new model for development. Over the past five years, Legatus has been geared in new-chapter growth mode. Unfortunately, at times, this had been at the sacrifice of current chapters. We had to figure out how to grow new chapters while maintaining the integrity of our current ones. I have enlisted the expertise of Nancy Haskell to oversee all new development. This means that regional directors and zone managers will be focused on current chapter growth and sustainment. Nancy, having chartered over 15 chapters herself, knows what it takes to cross that goal line. Our chapter development teams will be more focused and more effective, while at the same time, being less costly.

We are proud to see what we have accomplished this year and look forward to the challenges ahead. From the Legatus headquarters in Ann Arbor, I pray you all have a blessed Christmas and fruitful New Year!

STEPHEN HENLEY is Legatus’ executive director.

Boom: 30 years of Holy Spirit action

It all began in a Holy Spirit-inspired moment in Rome almost 30 years ago. Tom Monaghan — then the owner of the fastest-growing restaurant franchise in American history — had just looked into the eyes of a future saint while receiving the Body of Christ.


Patrick Novecosky

Less than an hour later, the Domino’s Pizza founder got the idea for a membership organization for Catholic business leaders modeled after the Young Presidents’ Organization. That flash of genius — which Monaghan attributes to the Holy Spirit — has born tremendous fruit over the past 29+ years. Thousands of men and women in the U.S., Canada, Ireland, Poland, Honduras and elsewhere have joined Legatus and are more faithful Catholics as a result.

This issue of Legatus magazine is the final edition of Volume 29. In September, with Volume 30 Issue 1, we’re launching an exciting redesign of your membership magazine in anticipation of Legatus’ 30th birthday next year. The new look is cleaner and more modern. We’re adding a new column or two, and the departments will have a more streamlined look.

Why the change? To serve you better. We’ve chosen a more readable font for the body text and cleaned up the design in order to make the stories more accessible.

Our magazine is changing, Legatus’ membership is growing (see Monaghan’s article), and each of us, as followers of Christ, is also called to change by growing closer to the Lord every day — especially in these challenging times.

Our first pope exhorts us “to be on your guard not to be led into the error of the unprincipled and to fall from your own stability. But grow in grace and in the knowledge of our Lord and savior Jesus Christ” (2 Peter 3:17-18). This growth in holiness is essential in a culture that has “moved on” from the truths of our faith.

We must also take our cues from St. Paul, who advised Timothy to “be urgent in season and out of season, convince, rebuke, and exhort. Be unfailing in patience and teaching for the time is coming when people will not endure sound teaching, but having itching ears, they will accumulate for themselves teachers to suit their own likings, and will turn away from listening to the truth and wander into myths” (2 Tim 4).

If that sounds like our “progressive” 21st century, you’re right. I’m convinced that the Holy Spirit inspired these words for us — just as He inspired Tom Monaghan’s idea to start Legatus in 1987. Now it’s up to us to live for Jesus and do all that He asks us.

PATRICK NOVECOSKY is Legatus magazine’s editor-in-chief.

Genesis Rising

Legatus’ original chapter employs a strategic growth plan – and it’s paying remarkable dividends

Tom and Karen Dillon knew Legatus was right for them the first time they went to a Genesis Chapter meeting.

Tom and Karen Dillon pose for a photo shortly being inducted as Legates on July 22, 2015, at the Toldeo Club

Tom and Karen Dillon pose for a photo shortly being inducted as Legates on July 22, 2015, at the Toldeo Club

“We recognized or knew probably half the people who were there already, so it was very comfortable. We decided this would be good for us,” said Tom Dillon, Managing Partner of The Law Firm of Shumaker, Loop, & Kendrick in Toledo, Ohio.

Soon after, the Dillons became the eighth member-couple to join the chapter in 2015, making it Legatus’ third largest with 72 member-couples.

Strategic Growth

Such growth in what is considered Legatus’ oldest chapter came not by accident but through a targeted approach of identifying prospects, inviting them to meetings and maintaining contact — all in a way that gives potential members time to discern membership.

“Quite honestly, it may take two to three years, but we don’t give up on people and we don’t badger them every month,” said Richard Faist, the chapter’s 2014-2015 president and former membership chair.

Dick and Kathy Faist, members of Legatus’ Genesis Chapter, pose for a photo on Sept. 23, 2015, at Toledo Country Club

Dick and Kathy Faist, members of Legatus’ Genesis Chapter, pose for a photo on Sept. 23, 2015, at Toledo Country Club

Faist and his wife Kathy joined Legatus in 2009, several years after they were first asked to consider joining. “We’d gone to maybe two meetings over two or three years and knew a lot of the people, and we just decided then was a good time.”

To grow its membership, the Genesis Chapter employs a number of strategies — including building and maintaining a list of prospects, some of whom are referred by pastors of the four largest parishes in the Toledo diocese where the chapter is based. Small groups of Legates meet regularly with the pastors of those parishes to identify parishioners who may qualify for and have an interest in Legatus.

The chapter also sets growth targets. For example, they wanted to add nine new member couples in 2015, which would have meant 10% growth. Despite falling one couple short, Genesis is still ahead of the 58 member couples it had at the end of 2011.

Sinking Deep Roots

In the quest for new Legates, the Genesis Chapter — so named because it was formed by several members of the original Michigan Chapter — believes in involving its entire membership.

“It takes the effort of a lot of people,” Faist said. “We constantly tell all our members to think about prospects, bring them to a meeting and introduce them to Legatus.”

The chapter also encourages members to make sure their pastors attend a Legatus meeting at least once a year. “It’s very important that the pastor knows about Legatus and knows our members,” Faist said. “He’s a good person to identify potential members so we always want our pastors to be up to date on what we’re doing and our programs.”

In addition, the chapter relies on its chaplain, Monsignor Michael Billian, as a resource for finding prospective members in parts of the diocese outside the Toledo metropolitan area.

Chapter coordinator Mary Beth Schoen also plays a pivotal role, maintaining a list of prospects who have come to a meeting and who invited them. “She updates the list every month so we don’t forget about people,” Faist said.

Nancy Haskell, director of Legatus’ Great Lakes Region, said the chapter, the largest in the region, is effective in reaching out to prospective members and making sure they have a positive experience at their first meeting.

“One of the great things about the Genesis Chapter is that it’s always so alive when you go into the room,” Haskell said. “The membership includes people who are under 40 all the way to those in retirement. Everyone who comes is embraced by all those age levels and the chapter does an excellent job keeping them all engaged.”

Setting Priorities

Bob Savage, one of the chapter’s charter members, said building membership has been a priority from the beginning. With fewer than 30 couples in the initial group, he said, “we knew we needed to grow. We all decided we would make a commitment to really try to look around town and bring in people who were Catholic and qualified. We’ve continued to emphasize that.”

Savage said members know it’s important to keep their eyes and ears open for prospective members wherever they are, whether it’s the Rotary Club or the Chamber of Commerce.

When it comes to inviting someone and his or her spouse to be guests at a meeting, he said, “there’s never any pressure.” Savage sometimes broaches the idea of Legatus membership with someone at a breakfast meeting even before inviting the prospect to a chapter event. Once a prospect does attend a meeting, someone always follows up to see if Legatus might be a good fit for the person.

Legatus founder Tom Monaghan presents Genesis Legate James Shrader with the 2007 Officer of the Year Award on Feb. 1, 2008

Legatus founder Tom Monaghan presents Genesis Legate James Shrader with the 2007 Officer of the Year Award on Feb. 1, 2008

Besides focusing on new members, Faist added that Genesis has paid attention to renewals as a means of solidifying its membership.

“We always talk about getting new members, but to me a very important piece is making sure you get a high percentage of renewals,” he explained. “It’s hard to get a new member so you really don’t want to lose a current member.”

Schoen, he said, keeps a master list of members and their meeting attendance for the board to review each month. “We can tell very quickly if there’s a couple who has not been to a meeting for awhile. Is something wrong? Do we need to be concerned? We identify someone who knows the couple to contact them. We don’t just wait until dues billings go out and all of a sudden they hear from us.”

The most important factor affecting renewals, Faist said, is if members have a good experience at monthly chapter events.

Dillon, one of the chapter’s newest members, said he and his wife appreciate that meetings begin with Mass.

“You’re running around all day and you just get there and you can breathe and relax, so starting off with Mass is a great idea.”The Dillons’ decision to join Legatus, he added, was made in a large part because they saw it as something that would foster their spiritual lives.

Faist said for him and his wife Kathy, “Legatus has brought us closer together, closer in our faith. It’s been very positive and reassuring that, despite all the things you read in the paper and all the bad things going on in the world, there are still a lot of things to be thankful for and to feel positive about — especially when you know your fellow members are here in your own community and share your concerns and beliefs and support the Catholic Church.”

JUDY ROBERTS is a Legatus magazine staff writer.