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

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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

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

11. 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

12. 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

13. Accomplishments Check it out
11/17/2018

14. 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

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

16. $400K Accomplishments Total 2005 Intel Retiree Donation to United Way
11/17/2018

17. 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

18. 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

19. 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 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

20. 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

21. 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

22. 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
Judy Goodman
11/17/2018