Third Party Administrator Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Third Party Administrator Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Third Party Administrator 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 Third Party Administrator specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Third Party Administrator 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Third Party Administrator improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Will you charge a consulting fee to set up the association health plan and, if so, how will the fee be calculated and what is the estimated fee?
   
   

2. What type of extensions to a guaranteed in service date should be allowed, and what additional requirements should there be for extensions?
   
   

3. Are receipt of premium payments, recording of and making deposits, and account reconciliation segregated amongst different employees?
   
   

4. Does a plan administrator forfeit the right to deferential review by delegating its discretionary authority to a non fiduciary?
   
   

5. Does your current provider verify deferral calculations, manage your payroll processing, and monitor payroll suspensions?
   
   

6. Do systems testing records include the time of notification and time of report to collection site for all random tests?
   
   

7. Does your system keep a record of employees selected for random testing and whether the tests were actually conducted?
   
   

8. Will you agree to provide written notice of any change in the claims administration fees six months prior to renewal?
   
   

9. How many open indemnity claims, future medical claims and medical only claims does your organization currently have?
   
   

10. Has your organization developed policies and procedures related to the procurement of insurance or related services?
    
    


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 Third Party Administrator book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Third Party Administrator 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 Third Party Administrator Self-Assessment and Scorecard you will develop a clear picture of which Third Party Administrator 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 Third Party Administrator 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 Third Party Administrator projects with the 62 implementation resources:


• 62 step-by-step Third Party Administrator Project Management Form Templates covering over 1500 Third Party Administrator project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: Does the procurement Third Party Administrator project comply with European Communities regulations and rules?
   
   

2. Human Resource Management Plan: How does the proposed individual meet each requirement?
   
   

3. Team Member Performance Assessment: How was the determination made for which training platforms would be used (i.e., media selection)?
   
   

4. Project Schedule: Why do you think schedule issues often cause the most conflicts on Third Party Administrator projects?
   
   

5. Procurement Management Plan: Are all key components of a Quality Assurance Plan present?
   
   

6. Schedule Management Plan: Is there a formal set of procedures supporting Issues Management?
   
   

7. Cost Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Third Party Administrator project estimates?
   
   

8. Contract Close-Out: Have all acceptance criteria been met prior to final payment to contractors?
   
   

9. Procurement Audit: Are there procedures to ensure that changes to purchase orders will be updated on the computer files?
   
   

10. Stakeholder Management Plan: How are stakeholders chosen and what roles might they have on a Third Party Administrator project?


 
Step-by-step and complete Third Party Administrator Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Third Party Administrator project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Third Party Administrator project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Third Party Administrator 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 Third Party Administrator 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 Third Party Administrator 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 Third Party Administrator 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 Third Party Administrator project with this in-depth Third Party Administrator Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Third Party Administrator 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 Third Party Administrator 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 Third Party Administrator investments work better.

This Third Party Administrator 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.