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P a g e
Your
business
just got
easier
.
Strategic Planning and Objective Setting
Designing, implementing, and managing value-based benefit plans that align with your goals require
strategic planning. Employee benefits are a substantial investment that affects multiple facets of
your business, from company morale and employee retention to administrative efficiency and your
bottom line. That’s why CBIZ begins each engagement with benefit and human resource objective
setting, to ensure that your benefit initiatives support your organization’s business and financial
objectives.
Setting Short-Term and Long-Term Objectives
Our first step will be an in-depth review of your current situation. Together, we will explore:
Organizational, business, and financial objectives;
the role of employee benefits in your total rewards package;
your business and benefits landscape including corporate culture, workforce characteristics,
multi-generational issues, and employee expectations; and
impact of health reform and other regulatory issues.
During our planning sessions, we will listen, ask questions, and provide insights. We will consider a
range of factors including benchmarking results, use of incentives, out-sourcing versus in-sourcing,
vendor management, consumerism, and employee health and productivity.
Strategic Planning Outcome
The outcome of our strategy sessions will be well-defined goals and objectives for benefits in the
coming year and beyond. Rather than supply “off-the-shelf” solutions, we will collaborate with you to
develop a customized action plan to achieve the goals we set.
Action Plan and Timeline
Based on our planning sessions, we will create an action plan that clearly defines:
your goals and objectives;
a brief description of current benefit plans and possible actions to align benefits with the
goals and objectives;
proposed services including potential renewals and marketing, health and productivity
initiatives, communications, compliance activities, etc., and
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.
Benefit Plan Audit
In addition to the comparative analysis described above, CBIZ will conduct an audit of your current
plans. A benefit plan audit examines participation, utilization, and claims experience among your