Strategic Plan

Children playing

Partners in Risk Management
The OSBIE Strategic Plan

Jeff Pratt, CEO

Partners in Risk Management
The OSBIE Strategic Plan


On behalf of OSBIE, I am pleased to launch Partners in Risk Management – Strategic Plan 2024-2027. This marks a pivotal moment in OSBIE's 37-year history as we move forward with the implementation of this plan, focusing on organizational readiness. Our guiding principle for every initiative is, "Does this benefit our Members?"

Members can anticipate enhancements through a substantial investment in technology and talent aimed at improving the Member experience. This enhancement begins with a communication strategy to deliver timely and relevant information to Members. Upgrades to the website, improved functionality, and enhanced portal accessibility will empower Members to maximize their benefits.

The Strategic Plan is built upon four overarching goals.


Strengthen customer affinity and engagement.

Technology will play a key role with digital platforms and a boost in portal functionality.

Technology Logo
Enhance corporate risk management..

A robust investment strategy, building key stakeholder relations, manage reinsurance models.

Build organizational excellence – effective, efficient, agile.

Attract, retain, and develop top talent to provide service excellence.

Deliver innovative and relevant products and services.

Being proactive. Always attuned to Members’ needs. Explore growth.

Technology Logo


Our vision is to be the most trusted, non-profit insurance provider of choice in the education sector. OSBIE exists so that Members have protection against insurable financial losses at a stable and competitive premium. That will not change.

Thanks to you – our Members, the 2023/2024 Board of Directors, and staff, who made a valuable contribution to this strategic plan. It was a collaborative effort that sets us up for smooth implementation with the ongoing support of the 2024/2025 Board of Directors.

I invite you to read this abbreviated Strategic Plan and learn how we intend to amplify our services to our Members. My pledge is to keep you informed of our progress. We look forward to working together and OSBIE’s continued success.

Download Strategic Plan