Strategic & Business Plans

Strategic Plans

The Strategic Plan is a blueprint that will guide us to meet the investment, retirement, and health benefit needs of our members and their families. Read more about our strategic goals and objectives in the plans listed below.

• 2022-27 Strategic Plan (PDF, 1.3 MB)
• 2017-22 Strategic Plan (PDF)

Business Plans

The Business Plan describes the initiatives we will implement to reach our strategic goals and objectives.

• 2024-25 Business Plan (PDF)
• 2023-24 Business Plan (PDF)
• 2022-23 Business Plan (PDF)

Enterprise Performance Reporting

The Enterprise Performance Reporting framework provides a comprehensive view of strategic and operational performance through quarterly reporting.

View 2022-27 Quarterly Reporting.

Find previous reports here:

Workforce & Succession Plans

The Workforce Plan (2018-22) serves as a roadmap for addressing organizational workforce needs.

The Succession Plan (2018-22) is a key component of workforce planning designed to develop all leaders in our organization.