21 / 208
PAGE 2 0
Brokerage Services for Insurance and Employee Benefits
Strategic Planning and Objective Setting
Designing, implementing, and managing value-based benefit plans that align Summit Medical Group’s goals require
strategic planning. Employee benefits are a substantial investment that affects multiple facets of the business, from
company morale and employee retention to administrative efficiency and the bottom line. That’s why CBIZ begins
each engagement with benefit and human resource objective setting, to ensure that the benefit initiatives support
the organization’s business and financial objectives of Summit Medical Group.
CBIZ utilizes a Four-Phase process with metrics for goal attainment to ensure all agreed upon milestones are met.
Setting Short-Term and Long-Term Objectives – Phase One
The first step will be an in-depth review of Summit Medical Group’s current situation. CBIZ uses the techniques
developed in Phase I to gain insights to:
Organizational, business, and financial objectives;
The role of employee benefits in the total rewards package;
The business and benefits landscape including corporate culture, workforce characteristics, multi-
generational issues, and employee expectations;
Impact of health reform and other regulatory issues.
During the planning sessions, CBIZ will listen, ask questions, and provide insight. We will consider a range of factors
including benchmarking results, use of incentives, out-sourcing versus in-sourcing, vendor management, value-
based plan designs, consumerism, and employee health and productivity.
Strategic Planning Outcome – Phase Two
CBIZ uses the techniques in Phase II to identify goals and objectives for benefits in the coming year and beyond.
CBIZ will recommend collaborative solutions and develop a customized action plan to achieve our collective goals.
Proposed services including potential renewals and marketing, health and productivity initiatives,
communications, compliance activities, etc.; and
Provide a timeline showing milestone activities, responsibility, and completion dates.
This will be a dynamic, working document, updated throughout the year to reflect additional issues or activities as
they arise.