Welcome
​​Welcome to the Facilitator Portal. This space is designed to provide everything you need to confidently lead a Compass Catholic Bible Study.
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Begin by reading through the Training Modules, which serve as a helpful guide for understanding your role and responsibilities as a facilitator. These modules will walk you through the study process and prepare you for your journey with participants.​
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Next, the Practical Applications page will connect you to resources specific to your assigned study. This will help you stay organized and aligned with the study material.​
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You'll also find a variety of Tools and Marketing Resources available to support you. These include financial calculators to use during sessions, marketing materials to help promote your study, and additional tools created specifically to strengthen your role as a facilitator.
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We hope this portal makes your preparation and facilitation experience smooth and enriching. If you have any questions or need support, we’re here to help.
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Now here is a message from our founders: ​
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Dear Facilitators,
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We are so thankful for your willingness to facilitate one of the Compass Catholic Small Group studies. The Lord has used these studies to help and encourage hundreds of thousands of people since 1985.
The studies will improve your life and your finances as you learn what God says about handling money. They are for everyone—young or old, retired or working, married or single, whether you earn a lot or a little.
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Amazingly the Bible contains more than 2,500 verses dealing with money and possessions, and 15 percent of everything Jesus taught had to do with it. As you apply these truths from the Scripture, you‘ll enjoy a deeper spiritual life, more financial health, freedom, peace, contentment and even joy.
We‘ve had the privilege of facilitating more than 50 of these groups and have witnessed first-hand the lives and finances of many participants being completely transformed.
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The most important thing to remember as a facilitator is that people don’t care how much you know, until they know how much you care! So, love and encourage those in your group.
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Through years of practice and experience, we‘ve discovered the most effective ways to facilitate the studies, and that‘s what we will be sharing with you in this Compass Catholic Facilitator Training.
Again, we are very grateful for your willingness to facilitate a Compass Catholic small group. We pray that the Lord will bless you in every possible way as you faithfully serve the others in your group.
Warmly in Christ,
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Jon & Evelyn Bean
Co-founders
Compass Catholic Ministries
About Compass Catholic Ministries
Compass Catholic Ministries has developed life-transforming small group studies to train Catholics of all ages to apply financial principles from the Bible. Although Compass Catholic has other resources, our primary emphasis is on small group studies because of the life-changing transformation that can take place in a small group environment.
Financial Information
Compass Catholic Ministries is a nonprofit, tax-exempt 501(c)3 organization governed by a board of directors, none of whom receive a salary from serving on the Compass Catholic board. The ministry is funded primarily through donations, and the sale of materials, the bulk of which come from participants in our studies, or parishes that are using the Compass Catholic resources.
Mission
To inspire individuals and families to unite their faith and finances by providing information and tools, illuminated by our Catholic faith, allowing them to become financially unburdened and able to say “yes” to God’s call.
Vision
To transform the world by equipping Catholics to put their faith into action using their finances to carry out and continue the work of Jesus Christ on earth.
Core Values
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Based on Scripture, Church Tradition, and the magisterium to be fully Catholic.
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Rooted in the Eucharist and led by the Holy Spirit
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Leading through service in the example of Jesus Christ in a spirit of love for the Lord and love for others.
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Spreading the Gospel and striving to fulfill our role as members of the Living Body of Christ.
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Inspired by the word of God and attentive to the challenges of our times, we are committed to the spiritual growth and faith formation of all the community.
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Sharing Christ’s love through joyful witness and selfless financial discipleship.
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Trusting God to lead the ministry according to his plan.
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Financial Policies for Facilitators
1. As a Compass Catholic Small Group facilitator, you must never use your affiliation with Compass Catholic Ministries to promote or influence the sale of any investments, financial services, or professional services.
2. Compass Catholic Ministries does not endorse, recommend, or sell any financial investments.
3. Participants may not use their affiliation with Compass Catholic to promote or influence the sale of any financial products or services.
4. The Compass Catholic small group studies do not give specific investment advice.
5. These studies are affordably priced because we do not want cost to be an obstacle for those who desire to participate. If you find the study valuable and want to see more people reached with these studies, you may make a tax-deductible gift to Compass Catholic Ministries.
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Thank you!
Training Modules
Training Module 1: Objectives & Responsibilities
Compass Catholic Small Group Objectives:
The first objective is to encourage people to experience a more intimate relationship with God and help participants understand Luke 16:11, which expresses the correlation between how we handle our resources and the quality of our relationship with the Lord: “If, then, if you have not been faithful in handling worldly wealth, how can you be entrusted with true wealth?”
Second, challenge each person to acknowledge Jesus as Lord of their life. We believe money is the primary competitor with Christ for the lordship of our lives. Jesus said, “No one can serve two masters, you will … hate one and love the other … You cannot serve God and mammon (money).” (Matthew 6:24) Encourage people to experience a more intimate relationship with Christ through daily prayer, the Sacrament of Reconciliation and participation in the Eucharist.
Third, build close relationships among the small group participants. Some lifelong friendships have developed as a result of sharing in these small groups.
Fourth, help participants to learn and apply God’s way of handling money so they will become financially healthier.
And finally, encourage and strengthen participants in their life long journey with the Lord.
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Compass Catholic Small Group Facilitator Responsibilities:
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Love and encourage the participants in your small group. People are more receptive to spiritual truth when they have been loved. People want to know how much you care before they care how much you know.
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Hold the group members accountable to complete the homework to their benefit.
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Be a model of faithfulness. In Luke 6:40 we read, “Everyone, after he has been fully trained, will be like his teacher.” Facilitators must be faithful to always arrive early, pray consistently for your small group participants, be familiar with the weekly memory verses and have all assignments completed.
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Follow the Compass procedure of conducting the study. We’ve learned in thousands of small groups the most effective way to conduct this study, and your group will benefit doing it the proven way.
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Continue to love the participants beyond the weeks of the small group meetings.
As a Small Group Facilitator, you must choose HOW you will facilitate your small group study. Compass Catholic Bible Studies are designed for flexibility. Please select one of the following ways to facilitate a Compass Catholic study.
Parish Led
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Compass Catholic Ministries largely focuses on our parish-led small group Bible studies. Run by local facilitators, approved by parish pastors, and supported by Compass Catholic Ministries national staff, our parish programs teach financial wellness from an authenticity Catholic viewpoint. Our studies incorporate daily at-home Scripture readings, practical applications, and weekly small group discussions. To learn more about how to start a Parish led study, please thoroughly read the lesson entitled "Starting a Parish Led Study: A How to Guide."
Independently Run Small Group
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Compass Catholic Ministries understands that not everyone has access to a parish based small group Bible study within their local area. Compass Catholic offers small group facilitator support that features training videos, financial spreadsheets, online calculators, and other helpful tools to support those leading a Compass Catholic Bible study in their homes, online, at schools, in combination with other ministries, or in partnership with other apostolates. To learn more about how to start an independently run small group study, please thoroughly read the lesson entitled "Starting an Independently Run Small Group Study: A How to Guide."
Online Studies
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Individuals who wish to facilitate a Compass Catholic study by signing up for an online class may do so by emailing Info@CompassCatholic.org. Compass Catholic Ministries will coordinate study participants and the meetings dates and times. To learn more about how to start an Online study, please thoroughly read the lesson entitled "Starting an Online Study: A How To Guide."
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Individually​
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Compass Catholic Ministries studies, materials and tools are available for individual purchase for those who desire to complete the studies on their own.
Training Module 2A: Facilitate a Parish Led Study
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​Each parish is unique and has its own personality, so it is important to start Compass in your community in a way that is most effective for your particular circumstances. The following are some ideas and things to think about.
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To successfully implement any ministry in a parish, it is essential to have the active support of the church leadership, especially the pastor. Be sure your pastor knows that Faith & Money Matters and Maneje Su Dinero Desde La Perspectiva De Dios have imprimaturs from the Most Reverend John Noonan, Bishop of Orlando. If further information is needed, please contact us at:
Compass is a great tool to use as part of a successful, comprehensive Stewardship way of life in a parish. The United States Conference of Catholic Bishops' pastoral letter on stewardship, Stewardship: A Disciple’s Response, states the following: “Examples of the works, services, and ministries of the good steward enumerated in the stewardship letter include the following…Financial accountability in personal and parochial affairs.”
Faith & Money Matters and Maneje Su Dinero Con La Perspectiva De Dios help people become faithful stewards and go beyond understanding the “how to” or practical application of personal finances. They point people to God’s Word, which deals with our hearts, (confronting dishonesty, greed, discontentment) challenging us to submit our finances to the Lord)
Set Your House In Order and Pongo Su Casa En Orden helps people become faithful stewards by walking them through the documentation they need to complete in order to provide their family with a plan in case of illness, accident, or death.
Since each parish is different, there are several ways to start Compass Catholic Ministries Bible studies at your parish. Any decisions should be made with the knowledge and cooperation of the pastor:
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1. Handpick the first group of students. This can be any group of Catholic leaders from your parish.
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2. Have a parish organization, such as people on the parish council, stewardship committee, finance committee, or parish staff, form the first small group.
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3. Open up enrollment in the Bible study to the entire parish and ask for volunteer facilitators from the sign-ups.
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4. After deciding on the strategy, pray and ask the Lord to bring the people he desires to participate.
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5. Decide on a communication plan for the initial group. Your communication plan can include any combination of these:
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Pastor’s recommendation from the pulpit
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An announcement in the parish bulletin
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Testimonies from previous small group participants in front of the parish
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Social Media posts and promotional materials are provided by Compass Catholic for your use on the facilitator webpage.
The number of small groups the parish wants to start determines the number of facilitators. Pray for guidance on the number of groups to offer. The groups should be 10-12 people, including the facilitators.
We strongly recommend two facilitators (from separate households) for each group. We want the facilitators to be from separate households because if there is an emergency at home or some type of schedule conflict, and a husband and wife are the only facilitators, the class will have to be canceled if they are not available. Having facilitators from two different households mitigates this situation.
Schedule for Starting Parish-Led Small Group Studies
The following timeline is a proven and helpful guide for starting your small group(s). It is possible to successfully accelerate the timeline, if necessary, but do not compress it so much that it leaves less than two weeks from the delivery of the material to the first meeting to allow for possible shipping delays. Participants can either order a physical workbook or eBook for each Compass Catholic Study.
Note: Please encourage your study participants to complete all of their "Be Proactive" assignments, including Session 1. The assignments are essential for the full impact of the studies to be experienced by your participants.
6-10 weeks prior to start – Select and Train the Facilitators
Invite potential facilitators to review the training material and videos on their own or schedule a virtual facilitator training by emailing info@CompassCatholic.org. The number of facilitators will depend on how many groups you offer. Each group should have 2 facilitators from different households.
4-6 weeks prior to start – Promote the Study
Initial groups are usually filled by personal invitation. However, if the study is open to the entire parish, it is wise to begin promotion 4-6 weeks in advance. Consider using Facebook/Instagram posts, bulletin announcements, and pulpit announcements. All of these are available on the Compass Catholic website under “Facilitator Tools.” As groups are being assembled, the facilitators should pray that the Lord will bring just the right people into the groups.
3-4 weeks prior to start – Order Material
Participants can order books through the Compass Catholic Store online. Participants can decide if they would prefer a physical book or eBook to use throughout the study.
Some parishes opt to order materials for study participants. If a parish sponsors the study, the parish should purchase all materials prior to the study orientation.
2 weeks prior to start - Hold Orientation or Send Out an Orientation Email
The purpose of the orientation is to let the participants know what to complete prior to the Session 1 meeting and set study expectations. Orientation will get your groups off to a great start by helping everyone understand what is expected of them. The following items need to be covered during orientation or in an orientation email.
1. Review the "Be Proactive" Assignments for Each Session
The following requirements are designed to enhance the small group experience. The daily homework will take about 15-20 minutes per day. If someone comes to class unprepared (no homework completed), ask them not to participate in the discussion. The requirements are:
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Daily Reading: Workbook and Bible verses to read and questions to answer
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Pray daily for each participant in your small group
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Daily meditation on a key verse
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“Be Proactive/Practical Applications”
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Attend each meeting (if possible)
2. Describe the other “ground rules”
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Session opens and closes with prayer
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Session start and stop on time
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All group discussions are confidential
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No one will be embarrassed by being required to expose his or her financial situation.
3. Ensure All Participants Ordered and Received Their Materials
A single person enrolling in the study should have a student workbook or eBook. A couple enrolling in the study should have two student workbooks or eBooks so the husband and wife each have their own workbook or eBook. If your parish ordered the materials for the study, you will need to coordinate a time and place to distribute the books to the participants.
4. Assign the Session 1 Homework
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Reflect on Session 1's Key Verse
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Answer the homework questions for Session 1
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Encourage participants to sign up for the Compass Catholic Newsletter
Small Group Considerations
Group Size
Compass Catholic Ministries will limit your parish group size to 12, including the facilitators, because the group dynamic is damaged if the group is too large. We aim to secure two facilitators (from separate households) for each group because if there is an emergency at home or some type of schedule conflict, and a husband and wife are the only facilitators, the class will have to be canceled if they are not available. Having facilitators from two different households mitigates this situation.
Celebrate with Your Group
We strongly encourage facilitators to recognize and celebrate participants who have completed the small group study. Giving participants a “Certificate of Completion” will acknowledge their accomplishment. Printable certificates can be downloaded here:
Follow-up with Your Group
An important part of being a facilitator is remembering to follow up … taking part in a Compass small group can be life-changing, but what happens after the study is equally important. Although not required, we hope you stay in touch with the members of your group and encourage them on life’s journey.
Stay in Touch with Compass Catholic
Please help us keep in touch with participants by encouraging each person to sign up for the Newsletter. This communication provides helpful information, encouragement, teaching, ministry news, and much more. It is our desire to provide relevant and useful resources that will assist small-group participants as they live out the principles they have learned.
Our website also has weekly blogs and podcasts. Participants can also keep in touch via the member's area and our social media platforms. ​
Training Module 2B: Facilitate Independently
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The following timeline is a proven and helpful guide for starting your small group(s). It is possible to successfully accelerate the timeline, if necessary, but do not compress it so much that it leaves less than two weeks from the delivery of the material to the first meeting to allow for possible shipping delays. Participants can either order a physical workbook or eBook for each Compass Catholic Study.
Note: Please encourage your study participants to complete all of their "Be Proactive" assignments, including for Session One. The assignments are essential for the full impact of the studies to be experienced by your participants.
4-6 weeks prior to start – Promote the Study
Initial groups are usually filled by personal invitation. Consider using Facebook/Instagram posts or simply contacting a group of friends who may be interested. Downloadable Facebook, Instagram, and Twitter posts are available within this training and on the Compass Catholic Website under “Facilitator Tools.” As groups are being assembled, the facilitators should pray that the Lord will bring just the right people into the groups.
3-4 weeks prior to start – Order Material
Participants can order their books through the Compass Catholic Store online. Participants can decide if they would prefer a physical book or eBook to use throughout the study.
2 weeks prior to start - Hold Orientation or Send Out an Orientation Email
The purpose of the orientation is to let the participants know what to complete prior to the Session 1 meeting and set study expectations. Orientation will get your groups off to a great start by helping everyone understand what is expected of them. The following items need to be covered during orientation or in an orientation email.
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1. Review the Assignments for Each Session
The following requirements are designed to enhance the small group experience. The daily homework will take about 15-20 minutes per day. If someone comes to class unprepared (no homework completed), ask them not to participate in the discussion.
The requirements are:
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Daily homework (Workbook and Bible verses to read and questions to answer)
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Pray daily for each participant in your small group
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Daily meditation on a key verse
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“Be Proactive” exercises
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Attend each meeting (if possible)
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2. Describe the other “ground rules":
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Class opens and closes in prayer
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Classes start and stop on time
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All group discussions are confidential
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Participants in the Faith & Money Matters study are given the opportunity to become a facilitator by leading one of the sessions.
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No one will be embarrassed by being required to expose his or her financial situation.
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3. Ensure All Participants Ordered and Received Their Materials
A single person enrolling in the study should have a student workbook or eBook. A couple enrolling in the study should have two student workbooks or eBooks so the husband and wife each have their own workbook or eBook.
4. Assign the Session 1 Homework
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Reflect on Session 1’s Key Verse
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Answer the homework questions for Session 1
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Encourage participants to sign up for the Compass Catholic Newsletter
Small Group Considerations
Sitting in a circle encourages open communication and active participation by allowing everyone to see and engage with one another equally. It removes the teacher-student feel, creating a more collaborative and welcoming environment for discussion.​
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Group Size
It’s best to limit the group to 12, including the facilitators, because the group dynamic is damaged if the group is too large. We strongly recommend two facilitators (from separate households) for each group because if there is an emergency at home or some type of schedule conflict, and a husband and wife are the only facilitators, the class will have to be canceled if they are not available. Having facilitators from two different households mitigates this situation.
Meeting Time and Location
The studies are formatted to meet for two hours per session. The time, day, and location of the meeting should be convenient for the facilitators and the small group participants.
Groups can be conducted at any location appropriate for the Bible study such as in a home, a coffee shop, a workplace, a private outdoor park, at your parish, or virtually utilizing videoconferencing software.
Celebrate with Your Group
We strongly encourage facilitators to recognize and celebrate participants who have completed the small group study. Giving participants a “Certificate of Completion” will acknowledge their accomplishment. Printable certificates can be downloaded from the practical applications area of each study.
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Follow-up with Your Group
An important part of being a facilitator is remembering to follow up … taking part in a Compass small group can be life-changing, but what happens after the study is equally important. Although not required, we hope you stay in touch with the members of your group and encourage them on life’s journey.
Training Module 3: The Facilitation Process
One of the most important steps for the success of a group is to do an orientation. Orientation will ensure the group starts on the right foot and understands what is expected of them. Orientation should be held at least two weeks prior to the start of the study to give participants sufficient time to complete the Be Proactive exercises for Session 1. The following items should be covered during orientation.
Review Weekly Tasks
The following requirements are designed to enhance the small group experience. Daily homework will take approximately 15-20 minutes per day. If someone comes to class unprepared (without their homework completed), ask that they not participate in the discussion. The requirements are:
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Daily Tasks (Bible Verses to Read and Questions to Answer)
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Scriptures to meditate on each week
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Daily Be Proactive exercises
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Pray daily for each member of your group
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Attend at least 5 of the 6 sessions
Describe the other "Ground Rules"
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Classes start and end on time
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Classes begin and end with a prayer
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All group discussions are confidential
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The scriptures are memorized in the version used in the teaching materials.
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Compass Catholic small group participants are asked to consider future study facilitation
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Participants are trained to be facilitators in the future
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No one will be embarrassed by requiring you to expose your current financial situation.
Please watch the following video regarding how to support your small group's discussions as a facilitator.
Below is the general routine that you can use when facilitating a Compass Catholic Bible Study:
​Open with Prayer
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​​The meeting starts with prayer. For the first few sessions, the facilitators lead the prayer, after session three, participants can be asked to lead the prayers.
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Review the Key Verse
​One member of the group recites the scripture key verse, including the verse reference (i.e. Luke 16:11).
​Review the Homework Assignments
​Review the “Be Proactive” assignments that the participant should have completed.
​Begin the Group Discussion as follows:
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​Different participants read the Scriptures for a particular day’s homework.
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​Proceed in a circle, asking everyone to answer the questions for that day’s homework. If your small group is meeting virtually, simply ensure each participant is contributing with each question.
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​If the answer to a question seems obvious, it is not necessary for more than one person to answer the question, but still offer the opportunity for others to respond.
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​Usually people in your group will have different versions of the Bible. Since all Bible translations may be somewhat different, it may sometimes be helpful to read from a different translation when a question does not seem to be related to the verse that was read.
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​It can also be helpful to read the previous and following verses. Sometimes the verse numbering can change with various translations.
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NOTE – it will facilitate finding the verses in the meeting if the participants note the page of the Bible next to the verse in the workbook as they complete their daily work.
Complete the items listed in consecutive order.
Conclude with Prayer Log​
To help the participants develop a more consistent prayer life, and to strengthen the group dynamics, we utilize the prayer logs, which can be found in the back of the workbook.
​Each student and facilitator has a prayer log for each person in the group.As people are introducing themselves in the Session 1 meeting, ask each them to provide the information at the top of the prayer log page – their name, phone number, email address, etc.
As each person dictates their information, the others in the group will write down their information on a prayer log page for that person. In turn, each participant (facilitators and group members) gives the other participants their personal information during introductions.
At the end of introductions, each individual has a page in their book for each of the members in the small group.At the end of each group meeting, there is time to complete the prayer logs. Each participant will give the others their prayer request for the session. All the participants write down the individual’s prayer request and answer to the prior session’s prayer request on that individual’s page in their book.
The prayer request should be limited to one request per person or couple. The request need not be limited to financial concerns. Prior to taking a request, the facilitator should inquire if they have experienced any answers to their previous requests.Ask the participants to complete their own prayer log before coming to class to save time.
Each member prays daily for every other member in the group during the six sessions. Examine the sample prayer log below.
FINALLY: LOVE the Participants
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Love the participants DURING the meeting:
The facilitator’s attitude should be loving, humble, and caring—not a critical or know-it-all attitude. We are students among students, in that we all are growing in understanding the life-changing Word of God. Even after facilitating many groups, there is always more to learn!
After a group member answers a question, encourage, affirm, and thank them. If an answer is off track, be careful not to discourage them by responding harshly or negatively. Simply ask if anyone else had a different response to that particular question.
Always maintain good eye contact and be attentive. We communicate a great deal through our body language.
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Love the participants OUTSIDE the meeting:
The facilitators can consider organizing a social event for the small group. This may be a dessert, a potluck meal or any other relaxed setting that will encourage the development of relationships. It is best to do the socials outside of meeting time, whether you do them at a totally different time and day or start the meeting early to allow time for the social.
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Care Log
The purpose of the Care Log is to ensure that the facilitators contact the members of their group each week to encourage and love them. The weekly contacts may be telephone, text, e-mail, Facebook message, or in person. The facilitators should alternate each week in making the contacts. The participants should not be aware of the Care Log. A Care Log PDF is attached here: Care Log
As a Facilitator, part of your job is to cultivate future leaders to help grow the message of financial discipleship. While facilitating your small group, we ask that you:
1. Set the Stage
In the Faith & Money Matters or Set Your House in Order class orientation, tell your group that you are going to train them to be facilitators. Whether they become facilitators depends on their faithfulness during the study and the Holy Spirit‘s leading them to share the blessing of learning God‘s financial principles with others.
2. Give Participants the Opportunity to Facilitate
In the Faith & Money Matters or Set Your House in Order class, the most experienced facilitator should facilitate weeks one and two. The co-facilitator should also facilitate a week and then the small group participants can be invited to facilitate the remaining weeks.
After explaining that the participants will be given the opportunity to lead, the easiest way to have them commit to a specific week is to pass around a piece of paper with the remaining week numbers and topics listed next to a blank where they can fill in their name for the week they want to facilitate.
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As the lead facilitator, you will give each “Student leader” the Student Facilitators Guide for that particular week. For this free guide, go to http://compasscatholic.org/facilitators-2/ and download the Student Leaders Guide for the appropriate week.
A few options for getting the guide to participants the week prior to facilitating are: (1) Email a link to the facilitator page (remember they’ll have to create a user ID and password to access this page); (2) Download and e-mail a copy of the file; (3) Download and print a copy, and give it to them.
Additional Notes:
Selection of Facilitators
You should only consider small group participants who have been faithful during the study as potential facilitators in the future. The priest should approve any potential facilitator if the study is conducted within the parish.
Invitation of Facilitators
After a person has been selected and approved as a facilitator, invite that person to lead the study. If he or she decides to become a facilitator, that person needs to be trained.
Training Facilitators
To be qualified to facilitate a study, a future facilitator will need to:
1. Read the Facilitator Training Guide and watch the associated videos
2. OR attend an onsite training
Material Facilitators Need
If a facilitator has already taken the Bible study, they can use their existing workbook.
If a facilitator has NOT taken the Bible study, they will need to purchase the workbook and download the facilitator material from the link listed above.
Practical applications
The Practical Applications page connects you to all the resources specific to your assigned Bible study. In addition, we’ve created a Participants Portal where your participants can easily access the practical application excel worksheets and other study documents throughout the course.
Click the study you will be facilitating: ​​​​​​​​​​​​​​​​​​​​​​​​​
Un curso de 10 semanas (grupos de 10–12 personas) que enseña administración de finanzas basada en la Biblia y el Catecismo. Incluye orientación práctica para vivir como buenos administradores en comunidad.
Un curso de 10 semanas (grupos de 10–12 personas) que enseña administración de finanzas basada en la Biblia y el Catecismo. Incluye orientación práctica para vivir como buenos administradores en comunidad.
