Description

Decide if outsourcing your benefits administration is right for your organization

How does your organization decide What type of Benefits Administration technology is best?

Does your Benefits Administration technology adapt to accept different inputs of employee data and check it constantly for integrity and accuracy?

How long has your organization provided Benefits Administration services?

How do you decide if outsourcing your Benefits Administration is right for your organization?

...Find the answers to these, and more, questions with this Benefits Administration Toolkit:

Become a Participant and when is your Entry Date.
Turn your strengths into opportunities.
Convert your life insurance coverage.
Know if you are getting it right.
Choose what plan is right for you.
Know when indexing is running.
Apply for coverage through the Marketplace.
Know if the strategies are working.
Plan to solve for transfer of knowledge.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Benefits Administration Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Benefits Administration related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Benefits Administration specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Benefits Administration Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Benefits Administration improvements can be made.

Examples; 10 of the 996 standard requirements:

Do the investment options track an established market index or is there a higher level of investment management services provided?
When it comes to employing foreign talent, how do you leverage technology for communications, process and compliance?
What level of merger cost savings was determined available from supply chain integration for materials and supplies?
Are there particular information technology areas that are likely to provide significant savings contribution?
What is the nature of savings in bad debt expense as a result of the merger and what level was quantified?
What kind of organizational structure is optimal for the long term success of access management controls?
What assumptions were made about your organizational model to be in place for the combined organization?
What does the empirical evidence suggest about the likely materialization of the potential benefits?
Is there one central payroll entity for all separate business units or multiple payroll centers?
Why is maintaining security and confidentiality at work important and what are the key benefits?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Benefits Administration book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Benefits Administration self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Benefits Administration Self-Assessment and Scorecard you will develop a clear picture of which Benefits Administration areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Benefits Administration Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Benefits Administration projects with the 62 implementation resources:

62 step-by-step Benefits Administration Project Management Form Templates covering over 1500 Benefits Administration project requirements and success criteria:

Examples; 10 of the check box criteria:

Project Management Plan: If the Benefits Administration project management plan is a comprehensive document that guides you in Benefits Administration project execution and control, then what should it NOT contain?
Procurement Audit: Are all purchase orders signed by the purchasing agent?
Quality Metrics: What can manufacturing professionals do to ensure quality is seen as an integral part of the entire product lifecycle?
Team Performance Assessment: To what degree does the teams approach to its work allow for modification and improvement over time?
Executing Process Group: What are crucial elements of successful Benefits Administration project plan execution?
Quality Audit: How does the organization know that its system for maintaining and advancing the capabilities of its staff, particularly in relation to the Mission of the organization, is appropriately effective and constructive?
Scope Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
Schedule Management Plan: What tools and techniques will be used to estimate activity resources?
Human Resource Management Plan: Are the right people being attracted and retained to meet the future challenges?
Cost Management Plan: Have Benefits Administration project team accountabilities & responsibilities been clearly defined?

Step-by-step and complete Benefits Administration Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Benefits Administration project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Benefits Administration project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Benefits Administration project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Benefits Administration project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Benefits Administration project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Benefits Administration project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Benefits Administration project with this in-depth Benefits Administration Toolkit.

In using the Toolkit you will be better able to:

Diagnose Benefits Administration projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Benefits Administration and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Benefits Administration investments work better.

This Benefits Administration All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

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'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

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'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

Checklists:

Checklists:Benefits Administration Checklist Report on BENEFITS.pdf

Checklists:Benefits Administration Checklist Report on SAVINGS.pdf

Checklists:Benefits Administration Checklist Report on PLAN.pdf

Checklists:Benefits Administration Checklist Report on ORGANIZATION.pdf

Checklists:Benefits Administration Checklist Report on ACCESS.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Benefits Administration Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Benefits_Administration_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Benefits Administration Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Benefits_Administration.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
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Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.

Benefits Administration Toolkit