Board approves Vision 31 FY27 work plan focusing on member survey, communications and governance

The board adopted the FY27 work plan implementing Vision 31, a multi‑year strategic program that sets 35 initiatives over five years across six themes. CEO Flynn told trustees the immediate FY27 priorities include the asset‑liability study, a membership voice survey to shape communications and portal priorities, a review of the communications and legal support models, and clarification of budget policy to ensure appropriate delegation and funding for initiatives.

Flynn said the membership survey will be stratified to reach active and retired members, different age cohorts and geographically dispersed retirees, and that results will inform member‑portal priorities (for example, withholding and online transactions raised earlier in public comment). He emphasized the work plan is ambitious and that any initiative that requires budget or headcount change will return to the board for formal approval.

Trustees raised concerns about staffing and budget constraints and recommended staging and quarterly progress reporting. The board approved the FY27 work plan and asked staff to present quarterly status updates (red/yellow/green) on the initiatives and to bring recommendations for any actions that require budget or personnel changes.

Next steps include launching the member survey, conducting the communications and legal function assessments, and reporting progress in quarterly agenda materials.