Board endorses strategic-plan direction, asks staff to develop action plans and metrics
Trustees reviewed a consultant-led strategic plan framework covering mission, vision, core values and five strategic themes and directed staff to translate the approved direction into measurable action plans, timelines and resource assessments.
The full story
The San Jose Retirement Board reviewed and endorsed the direction of a consolidated strategic plan that includes a proposed mission, organizational vision, core values and key strategic themes such as financial stability, member service, proactive communications, technology and governance. The consultant presentation emphasized that the plan is intended to be rolling, with staff developing measurable action plans, assigned accountability and periodic reporting to the board.
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