rto/ero strategic plan 2020€¦ · in 2016, retired teachers of ontario/les enseignantes et...

We improve the lives of our members and seniors.

MISSION

RTO/ERO is a bilingual trusted voice on healthy, active living in the retirement journey for the broader education community. Our insurance programs are designed by members for members. We promote a wide range of world-class programs, social networks and assistance throughout retirement.

VISION

In 2016, Retired Teachers of Ontario/Les enseignantes et enseignants retraités de l’Ontario has developed a new five-year strategic plan for our organization. This plan reflects the voices of our members, staff, provincial, district and committee leadership, and important external partners.

RTO/ERO Strategic Plan 2020

Learn more about RTO/ERO and our strategic plan

• Visit www.rto-ero.org

• Call 1-800-361-9888

• Email: [email protected]

• Connect with us: https://www.facebook.com/rto.ero or @rto_ero

Strategic goal: Be the trusted voice for the broader education community

FOCUS AREA:Advocacy

GOAL

• We are seen as the voice of seniors and retirees, through our robust advocacy approach – locally, provincially and nationally.

OBJECTIVES

• By Jan. 2017, RTO/ERO has secured five confer-ence speaking engagements for the President and or the Executive Director for the purposes of advocating RTO/ERO and seniors’ issues.

• By Jan. 2017, RTO/ERO has directly connected with 10 MPPs through the International Seniors Day initiative.

• By Jan. 2017, we have reached 50,000 members, seniors, stakeholders and decision makers with our Patients First position paper.

FOCUS AREA: Relationship Building

GOAL

• Build extensive national networks of relationships that are mutually beneficial with like-minded organizations.

OBJECTIVE

• By Jan 2017, we have identified five opportuni-ties for collaboration with partner organizations with national and provincial emphasis on seniors’ issues.

By 2020, we are the recognized voice and leading benefits provider for the educational retiree community in Canada. We have influential relationships with the media and government policy makers. Our voice is clear and impactful. We have built strong relationships and networks of influence across Canada.



• Call 1-800-361-9888



FOCUS AREA:Marketing and Communication

GOALS

• 2017: RTO/ERO has increased relationships in the broader education community.

• 2017: RTO/ERO Information Technology has established an online Community Portal linked to the new (2016) Customer Relationship Management system.

• 2020: Members of the broader education com-munity perceive RTO/ERO as their first choice.

OBJECTIVES

• By Jan. 2017, RTO/ERO representatives have participated in a minimum of 200 face-to-face engagement activities with partners in the broader education community.

• By June 2017, a new “members’ community portal” will replace the existing “members center,” with new resources for our members and district volunteers.

• By Jan. 2020, RTO/ERO is recognized as a nation-al authority on retiree and seniors issues.

FOCUS AREA: Membership

GOAL

• Membership staff have increased personal contacts with those members who are electing not to retain their membership.

OBJECTIVES

• By Jan. 2017, Membership staff will personally connect with 100 per cent of those members wishing to cancel.

• By Jan. 2020, 15% of those wishing to cancel will decide to remain as members.

• By June 2017, a new membership portal will allow all members to modify their own profiles & access information specific to RTO/ERO.

• By March 2017, all RPWs and events will be online.



• Call 1-800-361-9888



GOALS

• Develop, enhance and increase the services offered to the broader education community.

• Plan for resources required to expand RTO/ERO programs and services.

OBJECTIVES

• By March 2017, revise current marketing materials used in various promotional opportunities/events (e.g. AGMs, conferences) to ensure they target a broader educational audience.

• By the end of 2017, the number of promotional events attended by senior management team members specifically targeting the broader edu-cational community will increase by 10 per cent.

• By 2018, develop a three-year financial plan for 2018-2020 that secures financial resources required for the enhancement of RTO/ERO programs and services.

• By Jan. 2020, the numbers of “non-traditional” members will increase by 20% as a result of more targeted marketing materials.

FOCUS AREA:Pension and Benefits

GOALS

• 2017: Members of the broader education community are aware of RTO/ERO as a resource for retirement planning.

• 2020: Members of the broader education community perceive RTO/ERO as the first choice for retirement lifestyle.

• 2017: Members of the broader education community are aware of RTO/ERO as a health and wellness resource.

• 2020: Members of the broader education community perceive RTO/ERO as their first choice for health, wellness and lifestyle in retirement.

OBJECTIVES

• By Jan. 2017, RTO/ERO representatives have met with and have sent a minimum of two communi-cations re: retirement planning to key stakehold-ers in the broader education community.

• By Jan. 2018, RTO/ERO reps have met with and have sent a minimum of two communications re: health and wellness to key stakeholders in the broader education community.



• Call 1-800-361-9888



Strategic goal: Improving the lives of members and seniors We are focused on what matters most. We are game-changing advocates for our increasing membership, offering them more value than ever. The retirement journey is different for each of them, and we have products and services to offer every step of the way—from pre-retirement onward. We’re defined by our “wow” service that exceeds all competitors.

FOCUS AREA:Engaging members in the change journey

GOAL

• All stakeholders continue to support the need for change as we introduce and implement our strategic plan.

OBJECTIVES

• By Jan. 2017, we will create a change manage-ment plan to implement the Strategic Plan 2020 and communicate with internal and external audiences.

• By 2018 all stakeholders are aware of and support the three-year financial plan that underpins the Strategic Plan 2020.

FOCUS AREA: Governance and organizational design

GOAL

• RTO/ERO will undertake a process to mitigate fiduciary and decision-making risk for its volun-teer members by bringing the organization into compliance with the Canada Not-For-Profit Act.

OBJECTIVES

• By October 2016 we will outline the rationale for the necessity for governance change and present a range of alternatives.

• By May 2017 we will determine the most appro-priate governance structure and begin the devel-opment of possible by-law changes.

• By October 2017, present a final governance structure for approval and implementation in January 2018.



• Call 1-800-361-9888




GOALS

• 2017: There are more opportunities to engage with RTO/ERO for members and seniors through preferred communication platforms.

• 2020: Members and seniors increasingly engage with RTO/ERO to support their healthy aging.

OBJECTIVES

• By Jan. 2017, there is a 50 per cent increase in engagement with members and seniors across current and improved platforms.

• By Jan. 2020, healthy aging messages on RTO/ERO channels can be connected to measurable changes in the lives of members and seniors.


GOAL

• RTO/ERO members enjoy the benefits of a comprehensive affinity program.

OBJECTIVES

• By Jan. 2017, RTO/ERO will implement an affinity program.

• By 2018, the percentage of members interacting with the affinity program in its inaugural year will match industry benchmarks for similar demographics.

FOCUS AREA: Pensions and Benefits

GOAL

• Enhance and increase insurance programs and services offered to members.

OBJECTIVES

• By Jan. 2017, develop a plan for new programs and services, based on 2016 participant survey and other research.

• By Jan. 2020, develop other insurance plans that could be offered to attract additional members.



• Call 1-800-361-9888



Strategic goal: Broaden the membership base We have a new approach to communication, with new ways to reach out, connect and dialogue with members, prospective members and partners. Our brand has been clarified, our messaging is clear, and we have a new integrated marketing plan. Our investment has paid off with new members who are engaged and excited to be part of our organization.

FOCUS AREA:Rebranding

GOAL

• We will undertake an organizational rebranding exercise.

OBJECTIVES

• By Jan. 2018, 10,000 members and stakeholders have participated in branding engagement activities.

• By Jan. 2020, 75% of members and stakehold-ers agree that the new brand is an accurate representation of the organization currently and into the future.

FOCUS AREA: Ontario Membership Base

GOAL

• Build and strengthen Ontario membership outreach.

OBJECTIVES

• By Jan. 2018, resolve membership governance related to full and associate members.

• By Jan. 2020, develop other insurance plans that could be offered to attract additional members (e.g. part-time contract college and university faculty).



• Call 1-800-361-9888




GOALS

• 2017: Develop and implement a robust marketing plan.

• 2017: The broader education community is aware of RTO/ERO membership opportunities.

• 2020: The broader education community views RTO/ERO as the preferred membership choice for retirement.

OBJECTIVES

• By Jan. 2017, 20% of non-teacher pre-retirees are aware of RTO/ERO membership opportunities.

• By Dec. 2020, 40% of the broader education community perceives RTO/ERO as the preferred membership choice for retirement.


GOALS

• 2016-18: Membership staff will maintain and improve upon services offered to potential members so they are aware of the importance of joining RTO/ERO and the membership base will increase.

• 2017: Develop partnerships with like-minded organizations (e.g. BCRTA; National Association of Federal Retirees; etc.)

OBJECTIVES

• By 2017, all potential members who request information about RTO/ERO via an information kit, RPW or website will receive a personal contact from Membership staff.

• By 2018, RTO/ERO will have 90,000 members.

FOCUS AREA: Pensions/Benefits

GOALS

• 2018: Members of the broader education community identify RTO/ERO’s Extended Health, Hospital and Dental Plans as their preferred choice.

• 2020: Members of the broader education community identify RTO/ERO’s Extended Health, Hospital and Dental Plans as their preferred choice, and 80 per cent join our plans upon retirement.

OBJECTIVES

• By Dec. 2017, at least one RPW will be held in each District.

• By Jan. 2020, 50 per cent of RPW attendees apply for membership.

• By Jan. 2020, increase the number of new insureds from 60 per cent to 75 per cent of new members.

rto/ero strategic plan 2020€¦ · in 2016, retired teachers of ontario/les enseignantes et...

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