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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
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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.
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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
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.
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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
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.
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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: 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.
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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
FOCUS AREA:Marketing and Communication
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.
FOCUS AREA: Membership
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.
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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: 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).
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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
FOCUS AREA:Marketing and Communication
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.
FOCUS AREA: Membership
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.