Advancing our vision for Pension Service Excellence

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OUR VISION

Members feel confident in their future. We deliver the right information and the right experience at the right time.

On May 30th we brought together a dynamic group to participate in the OMERS Pension Services strategy retreat. Our focus was to bring the team together to get aligned, excited, and committed around a set of bold and measurable objectives to advance the vision for pension service excellence.

OUR VISION

Our objectives for the day were to decide and commit on:

Recap

In the morning we focused on:

Recap: OMERS PS vision and strategy

Introduction: our mission and rules of engagement

Focus areas: prioritizing the orthodoxies we want to flip

Future OMERS PS: writing the press releases of the future

In the afternoon we focused on:

Getting to action: identifying big challenges to be overcome

Objectives: setting stretch goals for our vision

Key Results: setting measurable indicators of success

Reflections + commitments: committing to the work ahead

Here's how we did it

1. Pick orthodoxies worth flipping

We looked at challenging the status quo in areas that align to the vision, would delight customers, and create differentiation.

2. Author press releases from the future

We worked backwards by imagining the future customer experience and what would need to be true.

3. Get radically focused on 90-day action plans

We prioritized the challenges-to-be-solved and the stretch goals for this quarter to kickstart momentum.

YOUR
MISSION

Taking the first steps toward our future press releases

Below are the ambitious future press releases we authored about OMERS Pension Services launching ground breaking new customer experiences.

In the days after our workshop, we worked with the OCAD U CO team to deepen, detail, and consolidate the outputs of the session. Look for your name in the list of team names below as a reminder, to see the mission you’ve been assigned to for this quarter.

Click on the headline to read the press release, see the orthodoxy being flipped, and the OKRs set for the next 90 days.

Before your team gets started, be sure to review the rules of engagement!