NEA Modified 2017-2018 Strategic Plan and BudgetOPEN HEARINGJuly 1, 2017

Princess Moss

Secretary-Treasurer

Membership Projections

Adopted

Membership & Dues Revenue 2016-17 2017-18(Proposed Modified)

Active Teaching Professionals (FTE) 1,720,000 1,705,000

Active Education Support Professionals (FTE) 300,000 295,000

Agency Fee (FTE) 31,000 31,000

Active Teaching Professionals Dues $187.00 $189.00

Active Education Support Professionals Dues $113.50 $115.50

Retired Annual $30.00 $35.00

Retired Life Dues $250.00 $250.00

15K reduction

5K reduction

Revenue ProjectionsAdopted2017-18

Proposed Modified 2017-18

Estimated Revenue Increase (Decrease) $2,052,800 $1,445,600**

Anticipated Expenditure (Increase) Reduction:

Bylaw Driven:

Uniserv Grants --------------- 640,000

Special Dues – Ballot (60%) --------------- 240,000

Special Dues – Media (40% split 80% National 20% State) --------------- 160,000

Special Dues – GPS Fund --------------- 60,000

Other Costs

Personnel Costs (2,052,800) (952,800)

Building for the Union’s Future -------------- (1,592,800)

Total Estimated Expenditure Increases (2,052,800) (1,445,600)

Balanced Budget $-----0------- $-----0-------

$1.1 m

reduction

$1.1 m

reduction

Growth

&

Strength

Build Local, State and National Capacity

Protect and Defend the Union

4

Invest in Opportunities that Will Transform the Union

Goals 1 & 2 and Shared Tactics

JOSH BROWN RAE NWOSU

Strong Affiliates for

Educator Voice and Empowerment

Empowered Educators for

Successful Students

Goal 1-Strong Affiliates for Educator Voice and Empowerment

Securing opportunities for empowered educators to transform the conditions of teaching and learning

Engaging and continually deepening the Association’s relationships with relevance to members

Growing association membership and strength while thwarting attacks on member rights and union strength

6

Goal 2-Empowered Educators for Successful Students

7

Elevate the quality of professional practice

Shape the future of teaching and learning

Achieve educational opportunity and equity

Advance national, state and district-level policies

Create solutions designed to improve student outcomes

Rae Nwosu

Growth and Strength… To Advocate and Organize for Our Members and Students

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

• Affiliate and Community Partnerships

• Digital strategy alignment

• Association-convened, educator-led initiatives

• Enhanced cross-

departmental teams

• Focus on redistricting

• Partnership Coalitions

• Strategic Messaging

• Recruiting and Engaging

Early Career Educators

• Racial Justice in Education

• Educator Voice/ESSA

Goals’ Shared Tactics

BUILDING FOR THE UNION’S FUTURE

Build affiliate capacity to create/expand educator-led programs to advance racial justice and support early career educators $742,800

Build affiliate capacity to create/expand professional issue campaign organizing efforts

$375,000

Design and execute state and local affiliate community engagements for increasing educator voice and decision-making. $375,000

Support enhanced and coordinated legal and other strategies to defend and advocate for our members and students. $100,000

9

Additional $1,592,800

Research, Policy & PracticeRAE NWOSU

Core Function 1

Rae Nwosu

Growth and Strength… To Advocate and Organize for Our Members and Students

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

• Affiliate technical assistance and quality and practice

policy analysis

• Affiliate research and information requests

• Federal, state and local

legislative and regulatory

analysis

• Research and “counter-

research” review and

analysis

• Internal/Opscan survey

distribution and processing

in partnership with affiliates

• Research and evaluation

consultation

Core 1

OrganizingAMY SIMPSON

Core Function 2

Rae Nwosu

Growth and Strength… To Advocate and Organize for Our Members and Students

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

• Organizing skills Association-wide

• Smart, routine use of data, technology

• Expanded, representative worksite leadership

• Net membership growth

• Young educator engagement and measurable pipeline to leadership

• State and local organizing

partnership fund

• Building the habit of year-

round membership

recruitment

• Organizing cross all

sectors of membership

• Employing issue-based

organizing for recruitment

and retention

Core 2

AdvocacyPHIL MURRAY

Core Function 3

Rae Nwosu

Growth and Strength… To Advocate and Organize for Our Members and Students

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

• Provide our members protection and tighten up our practices

• Advance Social Justice practiced in our Affiliates

• Driving offense out of defense with

students at the center

• Fighting to secure public

education, students, educators

and our union

• Driving Issue advocacy through

member engagement

• State and local grants around

ESSA, RJE, Community

Engagement

.

Core 3

CommunicationsAMBER GOULD

Core Function 4

Rae Nwosu

Growth and Strength… To Advocate and Organize for Our Members and Students

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

• Increased investment in affiliate training and support

• Media Grants

• Building the infrastructure for member organizing and public engagement.

• Member voices!• Educators Professional

Support Portal

• New Early Educators Vertical

on NEAToday.org

• TLI Websites

.

Core 4

Business OperationsROBERT RODRIGUEZ

Core Function 5

CORE 5

Growth and Strength… To Advocate and Organize for Our Members and

Students

Where we will place our emphasis.

• eDues

• Affiliate Fiscal Health

• Cybersecurity and Information Security

• Increased Compliance Work

• Effective Use of Data and Technology

• NEA 360

Growth

&

Strength

Build Local, State and National

Capacity

GovernanceAMY SIMPSON

Core Function 6

CORE 6

Strong, skilled, and engaged leadership as well

as effective decision-making processes are

fundamental to all aspects of growth and strength.

Alignment & collaboration with affiliates,

constituencies and councils are essential in

advancing NEA’s mission and strategic goals.

21

Invest in Opportunities

that Will Transform the

UnionGrowth

&

Strength

Build Local, State and National

Capacity

Protect and Defend the

Union

Growth and Strength… To Advocate and Organize for Our Members and

Students

22

NEXT STEPS: JULY 5RA DELEGATES

23

VOTE

Josh Brown,

Iowa

Amber Gould, Arizona

Phil Murray, Missouri

Rae Nwosu, Texas

Robert Rodriquez California

Amy Simpson, Wyoming

Becky Pringle,

Vice President

Princess Moss,

Secretary-Treasurer

2016-2017 BUDGET COMMITTEE