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Large organizationsEnterprise executive sponsor

Your responsibility

Confirm expected employee use, employer economics, ownership, and controls.

Is the estimated value large enough, is employee access useful, and can the organization operate The Plan at scale?

Book a review →Back to company requirements
When you join the reviewYou enter first to set a material objective, initial population, and accountable governance model.
What you are responsible forEnterprise decision sponsor
What must be true to advanceAuthorize a phase only when value, controls, ownership, and stop-or-scale measures are explicit.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Employer economics
  • Named owners
  • Phased approval

Information you need

  • Executive decision case
  • Governance charter
  • Stop-or-expand measures

Risks to resolve

  • Scaling an untested process
  • No program owner
  • Employee confusion

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Enterprise objective and initial population
  • Employee services and employer calculation
  • Approval criteria and named program owner

Documents and outputs

  • Enterprise decision memo
  • Governance charter
  • Phased approval and measurement framework

Approval criteria

  • The first phase is bounded and measurable
  • Cross-functional owners accept responsibilities
  • Evidence, not momentum, controls scale

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Your stage • Executive sponsor + workforce leaders

    Define populations

    Entity, geography, payroll, and eligibility map

  2. 02
    Finance + payroll

    Build the enterprise case

    Population scenarios, sensitivities, and funding logic

  3. 03
    Legal + tax + privacy + procurement

    Complete diligence

    Approved documents, controls, security, and vendor terms

  4. 04
    Program team + provider

    Launch a phase

    Controlled population launch and adoption measures

  5. 05
    Your stage • Governance group

    Scale by evidence

    Reconcile, learn, and approve the next population

What to provide

Set the objective, initial population, executive owner, and approval criteria.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Enterprise finance, payroll, or systems leader

Can we calculate, configure, reconcile, and report the reviewed structure at enterprise scale?View role requirements →

Enterprise people or workforce leader

Can employees across locations, languages, and current coverage understand and use The Plan?View role requirements →

Legal, tax, privacy, security, or procurement lead

Are the documents, claims, data flows, vendors, controls, and contract responsibilities acceptable?View role requirements →