open hearing on nea strategic plan and budget

OPEN HEARING ONNEA STRATEGIC PLAN AND BUDGET

MONDAY, JUNE 28, 20218:00PM – 9:30PM EDT

NOEL CANDELARIA, SECRETARY-TREASURER

LAND ACKNOWLEDGEMENT

2020-21 BUDGET

COMMITTEE

Amber Gould Arizona

Shannon McCann Washington

James Frazier New Jersey

Brenda Robinson Arkansas

Gina HarrisIllinois

Denise SpechtNCSEA, Minnesota

Princess MossVice-President

Noel CandelariaSecretary-Treasurer

• Sarah BorgmanRetired

• Cameo KendrickAspiring Educators

• Rae NwosuNCESP

• DeWayne SheafferNCHE

• Shannon RasmussenNCUEA

• Joe Thomas & Jeff TaschnerNCSEA

• Lindsay PeiferEMAC

• Don TinneySmall States

• Scott MillerSOGI

• Stephanie Johnson WIC

• Eric Brown• Mark Jewell• Shelly Moore Krajacic• Robert Rodriguez• Christine Sampson-Clark• Hanna Vaandering

Executive Committee

OBSERVERS

WANT TO ASK A QUESTION?

1.

1. Click on Documents and Links and complete the Budget Hearing Question Intake Form.

2. Once completed, IF you answer YES to “Would you like to ask the question live?”, return to Unity Platform and click on Questions/Point of Oto be put in the queue and expect a phone call from a number with a 202-800-9570.

2.

Any question not answered due to time constraints will be answered within 48 hours.

INVESTING IN OUR FUTURE

Noel Candelaria, Secretary-Treasurer

Princess Moss, Vice-President

BUDGET MODIFICATION PROCESS

FACTORS FOR CONSIDERATION Reflect input from member and leader budget

engagements Reflect what we have learned while working

through the pandemic Learning needs Health and safety Racial justice Social Justice

Alignment with President Pringle’s vision Tested Models We Want To Scale Strengthen the union

DescriptionModified 2021-22 Budgeted Revenue 370,214,300 Adopted 2020-21 Budgeted Revenue (357,171,600)Budget Increase 13,042,700 ByLaw Driven Grants (45,000 FTE @ $58) (2,610,000)

Uniserv (1,575,000)Ballot Measure Leg Crisis (540,000)Media (360,000)Great Public Schools (135,000)

Additional Budget Funds Available for 2021-22 10,432,700

2021-22 MODIFIED BUDGET FUNDS AVAILABLE

INVESTING IN OUR FUTURE

Additional Budgeted Funds Available 2021-22 $10,432,700

Coronavirus Response $5,530,000

$15,963,300

Personnel ($5,033,806)

Budget Allocations $10,929,494

2021-2022 STRATEGIC FRAMEWORK

BALANCING THE 2021-22 MODIFIED STRATEGIC PLAN AND BUDGET

SO/EO Description Total by SO/EO

Budget Allocation $10,929,494

SO1 Increase Educator Voice, Influence, and Professional Authority ($705,000)

SO2 Recruit and Engage New and Early Career Educators ($1,149,250)

SO3 Advance Racial Justice in Education ($2,500,000)

SO4 Support Professional Excellence ($2,622,000)

SO5 Secure the Environment to Advance the Mission of the NEA and its Affiliates ($322,083)

SO6 Enhance Organazational Capacity ($2,091,000)

EO1 Enterprise Operations ($2,040,161)

NEW INVESTMENT BY STRATEGIC OBJECTIVE ($11,429,494)

Reduction in ULSP estimated reimbursement $500,000

BALANCED 2021-22 MODIFIED STRATEGIC PLAN AND BUDGET $0

DELEGATE BUDGET RESOURCES2021-22 Modified Strategic Plan And BudgetRacial And Social Justice Work Throughout The 2020-2021 Budget

STRATEGIC OBJECTIVE 1: INCREASE EDUCATOR VOICE, INFLUENCE AND PROFESSIONAL AUTHORITY

Budget Committee Lead: James Frazier

Pages 7 - 9

Continue collaborative, cross-departmental efforts to build educator voice, professional authority, equity, and racial and social justice.

Build strong relationships across the new administration and lead with ideas that position NEA and public education for a better future.

Collaborate with state and local affiliates to drive issue-based organizing that authentically reflects educator voice.

Develop resources and amplify best practices of sustained labor management collaboration that results in improved teaching and learning outcomes.

Provide affiliates with tools to ensure that federal requirements of stakeholder involvement are used to empower and amplify educators' expertise

Continuous

Leverage activists secured around safe & just schools advocacy to mobilize and engage around Opportunity Gaps & Checklist.

Continue listening to stakeholders on needs for safe and just learning environments.

Advance Student-Centered Advocacy/Bargaining for the Common Good grants and resources, for NEA state and local affiliates – including supports for higher education.

Complete buildout of Leaders for Just Schools program, supporting affiliates planning to move the program in the best model that fits their affiliate

Continuous

Strategic Objective 1:

NEW INVESTMENTS

ANDNEW WORK

Education Policy & Practice Build virtual engagements through the Educator Voice

Academies for affiliate teams to learn, think, plan and act. -$255,000

Expand See Educators Run by increasing both our training opportunities and the number of members involved; partner with Electing Educators Everywhere. - $300,000

Strategy Onboard member fellow-consultants for district and school-

based implementation to grow Labor Management Collaboratives - $150,000

$705,000


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STRATEGIC OBJECTIVE 2:RECRUIT AND ENGAGE NEW AND EARLY CAREER EDUCATORS

Budget Committee Lead: Brenda Robinson

Pages 10 - 12

List Building- knowing where our members and potential members are and how we can contact them.

Quickly rebound on new educator recruitment for the 2021-2022 membership year.

More scale on professional supports for early career educators using virtual platforms and expanded microcredentials.

Utilize the Year-Round Organizing Framework to drive Racial Justice through our Association organizing structure and expand resources around racial and social justice issues in education and provide a space to share the best practices of early career educators engaged in this work

Continuous

STRATEGIC OBJECTIVE 2:

NEW INVESTMENTS

ANDNEW WORK

$1,149,000

Expand Telephonic Join-$614K

Invest in more local organizing through Education Summer & New Ed-$400K

Invest in additional data entry and processing capacity - $135K


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Strategic Objective 3: Advancing Racial Justice in Education

Budget Committee Lead: Gina Harris

Pages 13 - 16

Launch Virtual Learning Series on RJE principles Intentionally connect leadership development to racial and social justice principles/

an equity framework (via MLT/WLT, Leaders of Color Pathways Project, Leadership Summit) Leaders of Color Pathways Project – Ongoing engagement to inform evaluation, practice,

and implementation State and local racial and social justice organizing opportunities 2021 Educator Diversity Collective – Supporting Recruitment and Retention of Teachers of color

Member Engagement

We Make the Future state-based advocacy based campaigns Support and facilitate affiliate culture change and transformation guided by racial equity and

justice principles Provide assistance to state affiliates for race equity audits

Facilitate greater state-local-affiliate and member-based learning and sharing

Strategic Affiliate Engagement

Continuous

Implementation of the Language Equity Task Force report & recommendations

Race-Class Narrative Cross-Departmental Internal Implementer Series

Training and Collaboration

Internal Integration

Work with and support our partners (political, legislative, legal, civil rights, labor, community-based) to advance joint positions, share resources, leverage victories in joint advocacy.

Partnerships

Continuous


NEW INVESTMENTS

ANDNEW WORK

Racial and Social Justice (RSJ) Conferencing and Programming – $648,500 Expanded access via enhanced method making available both in person and

virtual participation and using convening as learning for other platforms

HCR Awards – $351,500

Returning and expanding participation for HCR Awards dinner (in-person and virtual)

Deep investment into state and local RSJ capacity-building and community organizing - $500,000 Expanding Community Advocacy Partnership Engagement State and Local

grants Intentional connections to our K-12 student-centered, student-focused work

being led at the local level and in conjunction with community partners Support and technical assistance to state and local affiliates for Justice for Black

Lives efforts Racial and Social Justice (RSJ) Professional and Leadership Development– $1,000,000 Developing RSJ capacity in affinity leadership groups Building virtual e-learning RSJ courses to scale Expanding access to RSJ content to broader base of members, state and local

affiliates based on demand and to scale the in-person training module

$2,500,000


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Strategic Objective 4: Support Professional Excellence

Budget Committee Lead: Amber Gould

Pages 17 - 19

Collaborate with affiliates and partners to scale, spread, and deliver professional supports developed by members, for members as a benefit of Association membership.

Collaborate with affiliates and partners to advocate for policies and practices that promote and implement the six pillars of NEA’s Community School strategy as the foundation of a student-focused, equitable, education system.

Lead and strengthen efforts to support and promote an equitable education system that values a diverse, prepared and professional educator workforce and the role of the Association as crucial to the success of that system.

Lead and strengthen efforts to support and promote ESPs as professionals essential to the success of ALL students, educators, schools and community connections.G

Continuous


NEW INVESTMENTS

ANDNEW WORK

$925K• Member-Led Community Schools

Implementation

$575K • Schools Advocacy & Coalition

Building

$325K • Trauma and Social and Emotional

Learners Affiliate Supports

$250K• Aspiring Educator Growth Initiative

$547K • Targeted ESP Investment and

Supports$2,622,000


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STRATEGIC OBJECTIVE 5: SECURE A PRO-PUBLIC EDUCATION ENVIRONMENT

Budget Committee Lead: Shannon McCann

Pages 20 - 22

Partner with state affiliates on member activism.

Support affiliates with policy analysis and strategy support.

Protect incumbent and elect new pro-public education in 2021 and 2022.

Continuous

Advance NEA’s student-centered legislative agenda

Educators tell their stories. Secure our democracy Defend the rights of members Expand collective bargaining

and organizing rights

Continuous


NEW INVESTMENTS

ANDNEW WORK

Create a new salary portal for state & local affiliates. $122,083

Increased collaboration with state and local affiliates fort 2022 elections. $200,000 $322,083


NEW WORK WITHIN

CURRENT BUDGET

Optimize the promise to our students in the $1.9 Trillion American Rescue Plan

Seize every opportunity across the new administration to advance NEA legislative and regulatory priorities.

Revamp StrongPublicSchools.org to optimize functionality and tools.


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Budget Committee: Denise Specht

Strategic Objective 6:Enhance Organizational Capacity

Affiliate Risk

Mitigation

Pages 23 - 27

Increased focus on partnering with affiliates across all sectors – K-12 certified, K-12 ESP, Higher Ed Faculty, Higher Ed ESP, Aspiring Educators, and Retired.

Organizing

Enhance technology systems to engage, organize, enroll, and enlist members.

Technology

Enhance NEA’s support for state affiliates in partnership with NCSEA.

Affiliates Risk Mitigation

Continuous

Work with state and local affiliates to increase the integration of the NEA Leadership Competency Framework and Race Equity Framework.

Leadership Development

Build and enhance partnerships to address the new equity, health and economic issues presented by COVID.

Partnerships

Work with state affiliates to build capacity for a persuasive and resonant leadership and member voice.

Communications

Continuous

Organizing – New Investments

Member Intern Program to diversify the workforce. $960K Organizing Grants for NEA Retired and NCUEA. $50K Expand Higher Ed & Retired Conference. $126K Higher Ed "Join Now" video. $55K

Technology – New Investments

Data Specialist Partnerships to increase affiliate data capacity and boost overall organizational data literacy. $750K

Expansion of online organizing tools such as EveryAction and Hustle to drive mobile innovation. $25K

Affiliate Risk Mitigation – New Investment

• Provide expert assistance for financial and other trainings to state affiliates. $125K


NEW INVESTMENTS

AND NEW WORK

$2,091,000


NEW WORK WITHIN CURRENT

BUDGET

Leadership Development – New Work

Skills development to create education activists and leaders.

Partner in a system to integrate the NEA Leadership Competency Framework and Race Equity Framework into existing programs.

Partnerships – New Work

Create new partnerships to help build new economic and health & safety capacity.

Communications – New Work

Virtual communications training incorporating Race Class Narrative.

Develop management system for State Media Assistance Grants.


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Enterprise OperationsBudget Committee Lead: Amber Gould

Pages 28 - 36

Ongoing functions acrossthe enterprise that

Leadership Services

Business and Financial Services

Information Technology Services

Enterprise Communication

Services

support the strategic objectives,

build lasting strength, and

sustain the organizational infrastructure.

Reinforce systems necessary to ensure health and safety of all NEA employees and members doing Association work;

Improve infrastructure to support evolving work of strategic objectives during pandemic and recovery;

Enhance systems to maintain and improve the financial health of NEA and affiliates.

Communications to understand and engage our key audiences through owned and earned content.

Continuous

$2,040,161

ENTERPRISE OPERATIONS:NEW INVESTMENTS AND NEW WORK

$28,757 Update hardware and equipment to meet increased mobile and

remote usage needs

$355,305 Enhance systems and software to increase online security for both

office-based and remote work

$232,099 Upgrade systems for human resource, purchasing,

and financial management

$524,000 Improve tools and systems for data acquisition, management,

and analysis

$200,000 Improve platforms, processes, and systems for virtual, hybrid,

and in-person governance activities

$2,040,161

ENTERPRISE OPERATIONS:NEW INVESTMENTS AND NEW WORK

$220,000 Increase Communications capacity for member contact and

engagement in connection with new Strategic Objective initiatives

$155,000 Grow our organizational learning and internal strategic planning

capacities, and improve our ability to support affiliates in this work

$75,000 Expand research plans to comprehensively assess the instructional,

social, emotional, and employment environments post-pandemic

$250,000 Inspect, deep clean, and prepare the NEA headquarters building

for complete return-to in-person work use; thoroughly assess the condition, system needs, and functional lifespan of the headquarters building and determine options to maximize occupancy options


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NEXT STEPS…

BOD Recommendation to RA

RA Vote on Strategic Plan and Budget

June 29

July 3

THANK YOU