1. NARFE Federation Overview
Strategic Planning Committee &
Strategic Planning Team
October 11, 2017
National Active and Retired Federal Employees Association

2. National Active and Retired Federal Employees Association
Background
National Active and Retired Federal Employees Association

3. National Active and Retired Federal Employees Association
Background
Federations vary widely in number of members, geographic size and resources
National Active and Retired Federal Employees Association

4. National Active and Retired Federal Employees Association
Background
Federation leadership in crisis
National Active and Retired Federal Employees Association

5. National Active and Retired Federal Employees Association
Background
Fiduciary responsibility of federations is to provide service to all members
National Active and Retired Federal Employees Association

6. National Active and Retired Federal Employees Association
Background
Number of vulnerable federations has grown
National Active and Retired Federal Employees Association

7. National Active and Retired Federal Employees Association
Background
Federal benefits growing in complexity
National Active and Retired Federal Employees Association

8. National Active and Retired Federal Employees Association
Background
Pressing need for updated, streamlined existing guidance and additional guidance on finance and budget
National Active and Retired Federal Employees Association

9. Strategic Planning Focus
National Active and Retired Federal Employees Association

10. Strategic Planning Committee and Team focused on:
Defining minimum roles and responsibilities of federation to best support the Association mission
National Active and Retired Federal Employees Association

11. Strategic Planning Committee and Team focused on:
Defining perceived strengths at federation level and strengths of headquarters
National Active and Retired Federal Employees Association

12. Strategic Planning Committee and Team focused on:
Providing national guidance to ensure federation budgets/expenditures are aligned to support the Association’s mission
National Active and Retired Federal Employees Association

13. National Active and Retired Federal Employees Association
Perceived Strengths
National Active and Retired Federal Employees Association

14. Perceived Strengths: Federations
Organize and direct grassroots advocacy efforts
Guide field [state and local] face to face member recruitment
Be the local champion, supporter and face of NARFE
Communicate to the field and from the field to RVPs and Board
FEDERATIONS
National Active and Retired Federal Employees Association

15. Perceived Strengths: Headquarters
MARKETING:
Branding, direct response member recruitment and retention and non-dues revenue
ADVOCACY:
National legislative affairs-Federal lobbyists, PAC and grassroots
FEDERAL BENEFITS KNOWLEDGE:
Expert, timely, accurate benefits information and guidance delivered in multiple ways
National Active and Retired Federal Employees Association

16. Federation Minimum Roles & Responsibilities
National Active and Retired Federal Employees Association

17. Federation Requires a President and Secretary/Treasurer
Serve members, to the extent possible, within three mission-driven leadership roles:
Advocacy
Federation level membership marketing
Service to members
National Active and Retired Federal Employees Association

18. Federation Organizes & Directs Grassroots Advocacy Efforts
National Active and Retired Federal Employees Association

19. Federations and Member Dues
Support NARFE’s core activities
Advocacy
Member recruitment/retention
Service
National Active and Retired Federal Employees Association

20. Federation Core Activity: Communications
National Active and Retired Federal Employees Association

21. Federation Core Activity: Training
National Active and Retired Federal Employees Association

22. Federation Core Activity: Financial Aid
National Active and Retired Federal Employees Association

23. Federation Core Activity: Support Chapters
National Active and Retired Federal Employees Association

24. Federation Core Activity: Support and Encourage Field Retention
National Active and Retired Federal Employees Association

25. National Active and Retired Federal Employees Association
Federation Core Activity: Refer Member to Expert Information Sources of Federal Benefits and Compensation Information
National Active and Retired Federal Employees Association

26. Thank you Jon Dowie, Secretary/Treasurer
Chair: Strategic Planning Team and
Strategic Planning Committee
National Active and Retired Federal Employees Association