	A Benefit Consulting Organization
ABOUT WHY CHARON PLANNING SERVICES REPORTING & ANALYSIS CONTACT DIRECTIONS

WHY CHARON PLANNING
Year-One Consulting^SM

Year-One Consulting^SM is a process designed to establish a genuine partnership between your organization and Charon Planning and deliver measurable results in the first year. Through Year-One Consulting we partner with you to:

Assess your current program needs
Identify challenges and opportunities
Set goals and priorities
Develop comprehensive strategic plans
Support program implementation

Supported by solid core services and capabilities, Charon Planning's Year-One Consulting process ensures meticulous attention to detail and a smooth program launch.

Overview of the Year-One Consulting^SM Process:

"I just want you to know how pleased we are with the work that [the Charon Planning] team has been doing for us so far. They really hit the ground running and are devoting an incredible amount of time and energy to our account. They are all very knowledgeable and persistent when it comes to our carriers - just what we need!"

Amy Diamond Barnes
Associate Vice President for Human Resources
Colgate University

Orientation

Roles and responsibilities are defined
Organizational and benefit fact finding commences
Employee/employer expectations discussions begin
Current plans, expectations and objectives are examined
Organizational structure and corporate culture become familiar

Environmental Analysis

Collection of detailed data, plan materials and information begins
Administration resources, materials, processes and technology are reviewed
A comprehensive report summarizing the current program particulars, benchmark data, key observations and opportunities is developed/presented

Strategic Planning

Short and long term goals are established
Goals are prioritized
Critical milestones are identified and plotted
Target timelines are developed

Options Evaluation

Current vendor renewals are evaluated
Detailed carrier/administration vendor RFPs are developed
RFP process is managed to ensure accuracy/competitiveness
Carrier/vendor responses are followed up and evaluated

Findings Report

Comprehensive, user friendly reports including current and alternative plan comparisons are prepared
Employee/provider disruption analysis is prepared

Decision Making

Additional information is gathered
Follow-up and carrier negotiations continue
Vendor references are secured
Finalist presentations are planned

Program Implementation

Vendor transitions are managed
Detailed project plans, including enrollment, administration and communications are developed
Administration/processes/outsourcing solutions are facilitated as warranted
Employee communication materials are prepared and/or reviewed