Intel Oregon/Washington Retiree Group

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Presentation transcript:

Intel Oregon/Washington Retiree Group Staying Connected L. Good J. Goodman E. Wair 11/17/2018

Today’s Presenters Dollie Smith 18 years at Intel US Customs Manager Retired August 1997 Member of board since 11/2003 dollydc@comcast.net Judy Goodman 15 years at Intel Marketing/Training Mgr. Retired May 2003 Member of board since 12/2005 jgoodman@comcast.net 11/17/2018

Agenda Oregon/Washington Retiree Group History Accomplishments Relationship to Intel Group’s Value to Intel and to Retirees Plan 2006 Interaction between sites How to start local group 11/17/2018

Oregon/Washington Group History 2001 Core Group Formed - guided by Volunteers of America, Intel Management & Retirees Monthly Meetings Developed Mission Statement & Vision Elements Created Retiree Brochure about Group Held First Annual Retiree Dinner 11/17/2018

Oregon/Washington Group History 2002 Bylaws Finalized Retiree Board Formed Held First Retiree Business Update Meeting (RUM) Began 2 volunteer programs Oregon Retiree specific web pages were created 11/17/2018

Oregon/Washington Group History 2003 Expanded number of volunteer opportunities Implemented Matching Grant Program for Donations & Volunteer Time for Retirees Provided Feedback for Intel Retirement Medical Plan Developed Quarterly Newsletter Formed Investeers Club 11/17/2018

Oregon/Washington Group History 2004 RUMs continue with 40+ attendees Held annual dinner with 80 attendees Quarterly newsletters continue Volunteer activities continue Investeers Club continues 11/17/2018

Oregon/Washington Group History 2005 RUMs held at Folsom, Santa Clara & Chandler Initiated monthly social events Provided feedback to Intel Retirement Benefits Annual dinner discontinued by Intel RUMs reduced to 3 by the retirees then to 2 by Intel Currently serve 450 local area retirees 11/17/2018

Relationship to Intel WEBSITE RUM NEWSLETTER VOLUNTEER GROUPS Intel Webmaster for changes/updates Retirees design input to Intel spec & guidelines RUM Intel provides locations, schedules events, drives manager participation, notifies eligible retirees & manages the RSVPs Retirees announce event thru the newsletter & website & coordinate with Intel NEWSLETTER Intel pays for the printing & postage Intel mails the newsletter Retirees own the production VOLUNTEER GROUPS Intel Involved Projects Intel provides meeting rooms for board & Investeers meetings Retiree website lists other volunteer projects ANNUAL DINNER Role is being redefined SOCIAL FOCUS Retirees own deciding what interests their local group 11/17/2018

Accomplishments Managed Annual Dinners Monthly Socials – Lunches, Picnics, Special Events 11/17/2018

Accomplishments Instituted quarterly RUM Oregon Presenters: Andy Bryant Exec. VP Chief Financial and Enterprise Services Officer Steve Cox Retired Rob Crooke VP GM, Business Client Group Kirby Dyess Pat Gelsinger Sr. VP GM, Digital Enterprise Group Bill Siu VP GM, Channel Platforms Group Will Swope VP Dir., Digital Enterprise Brand Mgmt Richard Taylor VP, Fin. & Enterprise Services Director, HR Tom Kilroy VP GM, Digital Enterprise Group 11/17/2018

Accomplishments Designed and delivered quarterly newsletter (Oregon/Washington) Fun place to share stories Great way to catch up on important news - Answers to medical ins. questions 11/17/2018

Accomplishments Check it out 11/17/2018

Accomplishments Volunteer Activities Created Investment Study Group YWCA: Learn Links enrichment program for homeless children IOIC*: set up robot program and provide tour guides Washington County Tech Wizards: reaches 450 students Supported Intel ISEF** efforts Intel Volunteer SOLV Projects Created Investment Study Group Affiliated with NAIC (National Association of Investors Corp.) 11 members Uses a software developed for NAIC called Toolkit 5 to evaluate various companies We "buy" stocks for our "Mock Stock Portfolio" Novices could form a club and be successful. 11/17/2018 *Intel Oregon Information Center **Intel Science and Engineering Fair

Intel Retiree Matching Funds to universities Accomplishments 2004 2005 Intel Retiree Matching Funds to universities includes all sites 11/17/2018

$400K Accomplishments Total 2005 Intel Retiree Donation to United Way 11/17/2018

Retiree Value to Intel Intel Advocates in the community Retiree volunteer activities promote local workforce development Reviewed and corrected exit interview packet and can provide feedback on other materials This is a growing group with a growing influence both internally & externally Currently 2030 retirees at the end of 2005 11/17/2018

Group Value to Retirees Participation is a like a Chinese menu Provides a community and social network Matching Grant Program adds $$ to your favorite education institution or charity Provides rewarding and diverse volunteer opportunities Newsletter provides up-to-date information on Retirees and events RUM keeps retiree current on Intel business 11/17/2018

Oregon/Washington Plan 2006 Q1 - Redefine our organization as more than a volunteer group Q1/2 - Increase value of the Retiree group to Intel - Present the Organization to the other sites Q2 - Increase value of the Retiree group to Retirees - Redesign retiree website Q2/3 - Increase Volunteer support and volunteer opportunities Re-define ourselves as more than a volunteer organization Change our name Better internal (Intel) and external (retiree) communication Increase retiree participation by broadening the scope of the group and build a process to engage retirees Increase the Retiree influence across Intel Present our program at 3 additional Intel locations Santa Clara Chandler Folsom Provide “copy exactly” processes and templates for other Intel sites Revise current retirement checklist and documents to clarify why and how to opt in to email list and gain access to retiree website Re-Design web site for better efficiency to better serve retirees Promote the message that the retirees represent a huge advocacy and PR channel if there is a strong relationship Increase value of the Retiree group to Retirees More timely and better communication through web site and newsletter Re-design web site to better target issues of importance Explore and implement new programs Engage more retirees to serve as a Board Member Increase Volunteer support and volunteer opportunities now aligned with Intel Involved Q4 - Engage more retirees to serve as Board Members 11/17/2018

Interaction Between Sites Share Successes and Failures Share Program Ideas Speak with one voice to Intel Clarify Intel’s message to Retirees and to the community 11/17/2018

How to Start Local Group Is there enough interest in your area How large is the retiree base in your area Will there be enough people to participate Identify Board Members (10 – 12 people) Identify local issues & concerns Profile strategies for initial year Develop local communications Recruit Retirees Setup socials, volunteer opportunities Adopt or modify Oregon/Washington Bylaws Get the word out 11/17/2018

Questions? If interested in forming a local Retiree Group or for more information: sign up in the back of the room We’re willing to help Dollie Smith dollydc@comcast.net Judy Goodman jgoodman@comcast.net 11/17/2018