Your responsibility
Explain The Plan and give employees a defined support contact.
Will employees understand what The Plan is, how it works alongside major medical, and how to use its services?
Your decision brief
What you care about, what you need, and what can stop the decision.
Items you review
- Employee communication
- Service access
- Enrollment and support
Information you need
- Plain-language materials
- Communication calendar
- Provider support contact
Risks to resolve
- Confusion with major medical
- Low participation
- Questions reaching an unprepared internal team
Review meeting
Agenda, documents, and approval criteria.
Agenda
- Employee groups, locations, languages, and communication channels
- How The Plan sits alongside major medical
- Enrollment, service support, and escalation
Documents and outputs
- Plain-language communication plan
- Enrollment and support calendar
- Employee-question and escalation guide
Approval criteria
- Employee descriptions match plan terms
- Every population receives enrollment information
- Internal teams know where to route questions
Review stages
See which stages require your approval.
Highlighted stages show where you provide information, validate the work, or approve the next action.
- 01Executive sponsor
Align the sponsor
Business objective, workforce scope, and decision team
- 02Finance + payroll
Model the opportunity
Population and participation scenarios
- 03Your stage • Counsel + advisors + workforce leaders
Run cross-functional review
Resolved tax, plan, privacy, and employee-experience questions
- 04Your stage • Employer + provider
Design the rollout
Systems, communication, enrollment, and support plan
- 05Executive sponsor
Approve and launch
Decision record, named owners, measures, and launch gate
List employee groups, locations, languages, communication channels, and support contacts.
Other reviewers
See the requirements assigned to other roles.
Chief executive, finance, or operating sponsor
Do the employee services and estimated savings justify the implementation work and internal review?View role requirements →Finance or payroll leader
Do the economics hold employee by employee, and can our payroll environment execute the approved design?View role requirements →Health-plan advisor, tax, or legal counsel
Do the final documents, tax mechanics, eligibility, privacy roles, and operations work together for this employer?View role requirements →