CREF has seen a tremendous amount of change in the last year and a half, perhaps the most marked in our organization’s more than 30-year history. From hiring our first full-time executive director, to the retirement of our organization’s most steadfast educator, and to bringing on multiple full-time and part-time staff, our small but mighty organization is at a crucial point to consider both our history and our possibilities moving forward. The stars were in perfect alignment to develop a strategic plan, and in the fall of 2023, our Board retreat in Chicago brought us together for exactly that.
On Sept. 30, CREF’s trustees and staff members gathered for a day-long strategic planning retreat. The process was facilitated by Wendy Scott, who brought decades of experience working with non-profit organizations of all sizes to align their visions and goals. Wendy laid the groundwork for our retreat over the preceding months through hours of interviews with CREF staff, trustees, and advisors, then working this feedback into coherent discussion points.
Our day began with a thorough review of how our mission and vision are tied into our work, and branched out to in-depth dialogue about the key areas identified by Wendy beforehand. The contributions of both long-term trustees and newly minted staff brought forth a balanced mix of historic knowledge and fresh ideas.
CREF’s Board of Trustees approved the strategic plan at their February 2024 board meeting setting in motion five goals to pursue in a handful of major categories.
The strategic planning retreat was the catalyst of a three-year endeavor to transform CREF into a better-structured and more capable institution than ever before. What lies ahead of us is a long road of establishing task forces, drafting plans and protocols, and shaping our big ideas into realities. We are incredibly fortunate to have a wealth of talent and insight to draw upon. The retreat also allowed trustees and staff to connect in person, some for the first time, so that all came away with fresh perspectives on what each of us bring to the organization. From our dedicated and industry-leading trustees to our passionate and skilled staff, CREF has never been in a better position to reinvent ourselves, and we look forward to sharing our successes with you in the coming years.