Introduction


The Office of Retirement Services (‘ORS’) strategic plan foundation, the mission, vision, core values, and six strategic themes with their goals and objectives, is board-approved. Beneath that foundation, the administration maintains a detailed action plan for Strategic Initiatives that implements the approved themes and objectives. Because the work itself evolves, the Strategic Initiatives are reviewed and updated over time.

Vision’31 Strategic Plan

Vision’31, The ORS We Are Building: the complete five-year strategic plan narrative, describing what ORS is building and why the sequence of work matters.


Board Approved Strategic Plan Goals and Objectives


The goals and objectives below were approved by both boards in March 2026.

Financial Stability and Stewardship Goal: Ensure long-term financial health through disciplined funding, prudent investment oversight, and risk management. Objectives: Maintain and improve funded status while balancing contribution stability. Establish a steady, long-term investment approach amid market volatility. Monitor external risks and reinforce sound asset allocation and funding policies.

Member-Centered Service and Excellence Goal: Deliver a consistently high standard of service across all member interactions. Objectives: Define key service delivery metrics and establish baseline measurements for timeliness, accuracy, and consistency. Set service level standards informed by baseline data and peer benchmarks and build organizational capacity to meet or exceed them. Ensure members at every career stage have access to meaningful retirement education and benefit guidance. Provide a modern, intuitive member experience across all service channels.

Transparent, Proactive Communication, and Engagement Goal: Sustain trust through transparent, proactive communication and meaningful stakeholder engagement. Objectives: Maintain and strengthen a culture of transparency and openness across all organizational channels. Deliver clear, timely, and accessible information to members, retirees, boards, City leadership, and the public. Maintain productive, collaborative relationships with City leadership while preserving independence.

Technology Enablement, Innovation, and Cybersecurity Goal: Leverage technology to continue to enhance service delivery, operational efficiency, and organizational resilience. Objectives: Provide members with modern, intuitive self service tools that meet evolving expectations. Harness technology and innovation, including artificial intelligence, to strengthen operational capacity. Ensure the security, continuity, and integrity of organizational systems and member data.

Organizational Capacity, Talent ,and Succession Goal: Build and sustain a high performing organization through strategic investment in people, leadership continuity, and organizational capacity. Objectives: Ensure leadership continuity through proactive succession planning and competitive retention strategies. Evaluate and evolve the organizational structure to align staffing, expertise, and resources with the growing complexity and need of the plans. Invest in professional development and training to build internal capacity and reduce reliance on external providers where appropriate. Foster a workplace culture that attracts, retains, and develops high quality talent.

Strong Governance and Effective Board Dynamics Goal: Strong governance through continuous education, clear roles, effective board practices, and proactive engagement. Objectives: Support trustee effectiveness through ongoing fiduciary education and high quality board materials. Maintain clear and well understood roles and responsibilities between the boards and staff. Strengthen coordination and collaboration across the two board governance structure. Monitor and respond to legislative, regulatory, and political developments that affect plan sustainability and board independence. 

Strategic Initiatives


The Strategic Initiatives Groupings and Strategic Initiatives Timeline show the current initiatives within each strategic theme, how they relate to one another, and when each is planned to begin and be completed.