SAMPLE
Strategy
2023 –2025 Strategic Roadmap
Guiding Principles:1.Develop consumer centric plan via simplified communication and execution (with product launch discipline)
2.Link all benefit strategies to business & workforce needs
3.Evolve HR function to (a) run as efficiently as possible, (b) maximize current offerings and (c) enhance for the future
Deliver Mental Health & Family Expansion communication kit outlines
Enhance the Employee Experience
Simplify the employee experience making benefits easier to understand and access
Finalize Mental Health & Family Expansion communication kits
Launch Mental Health & Family Expansion communication kits
Deliver Benefit Literacy (HRA focus) communication kit outline
Launch Benefit Literacy communication kit
Review dental RFP results
FSA Open Enrollment
Send dental RFP to market
Implement new carrier, if app.
Execute Core Benefits with Discipline
Deliver best-in-class benefits while implementing strategic solutions to contain costs
Pre-Renewal Strategy Meeting
7/1 Renewals –RFP to market
Review RFP results
Begin HSA Education
Launch Retiree Benefit Program
Drive Culture through Benefit Enhancements
Make proactive & data-based enhancements to support culture and to recruit & retain talent
Decide Part-Time benefit program, eligibility, contributions & effective date
Incorporate enhanced EAP communication in Mental Health communication kit
Launch PT Benefit Program Launch Enhanced EAP
Present Mental Health Landscape & Continuum
Determine strategic direction for Mental Health
Complete EE Engagement needs analysis via Shortlister survey
Make Technology an Enabler
Leverage technology to improve user experience as well as administrative efficiencies
Facilitate EE Engagement tool RFP (if applicable)
Launch new dental plan, if app.
Rollout HDHP & HSA
Initiate Self-Funding Education
Illness & Retirement communication kit outlines Finalize Illness & Retirement communication kits Build OE Campaign Review OE campaign Receive OE campaign Launch Illness & Retirement communication kits Deliver New Hire communication kit outline Finalize New Hire communication kit Launch New Hire communication kit
Facilitate Mental Health RFP Launch Mental Health Strategy
Review RFP results & interview vendors
Facilitate Family Forming Benefits Due Diligence
Implement Family Forming Benefits for 1/1/23 if applicable
Implement EE Engagement tool for 1/1/23 effective date
Launch EE Engagement tool
Facilitate HRIS/Payroll Technology Gap Analysis
HORAN RESPONSIBILITY CLIENT RESPONSIBILITY EMPLOYEE EXPERIENCE COLOR KEY
Guiding Principles:
Employee Survey to identify strategies for 2024
Enhance the Employee Experience
Simplify the employee experience making benefits easier to understand and access
Medical carrier market bid –fully insured & self funded Potential transition to self-funding 7/1/2023
Self-funded data analysis to drive plan design and programming decisions
Execute Core Benefits with Discipline
Deliver best-in-class benefits while implementing strategic solutions to contain costs
HORANalytics® introduction
Assess current benefit programs and determine enhancements for 2023 & 2024
Drive Culture through Benefit Enhancements
Make proactive & data-based enhancements to support culture and to recruit & retain talent
HRIS/Payroll RFP (Q1)
Make Technology an Enabler
Leverage technology to improve user experience as well as administrative efficiencies
HORAN RESPONSIBILITY
CLIENT RESPONSIBILITY
EMPLOYEE EXPERIENCE COLOR KEY
