After you’ve completed a Benefits Administration Assessment and identified your optimization priorities, consider creating a formal plan to stay on track. This can help bring clarity to your goals and create a structured roadmap for new benefits technology and resources.
Download our Benefits Administration Optimization Plan Template* for guidance on:
- Setting specific goals for benefits administration, whether you’re a Foundation Builder, Efficiency Optimizer or Strategic Innovator.
- Calculating a budget and allocating resources, which may include sourcing a comprehensive benefits administration provider.
- Creating an implementation roadmap for new benefits technology, from planning and selection to implementation and scaling.
*This template may be used on its own but may be more impactful if completed after the Benefits Administration Assessment.
