EMPLOYER BENEFITS IQ
Three-Year Health Plan Roadmap Planner

Use this worksheet after completing the Health Plan Score to sequence the work behind a high-performance health plan.

YEAR ONE — DIAGNOSE
Priority Framework components:
Leadership outcome:
Baseline evidence required:
Contracts or vendor arrangements to review:
Accountable executive:
Review date:

YEAR TWO — DESIGN
Priority strategy choices:
Funding or risk decision:
Purchasing or care-pathway decision:
Employee-experience improvement:
Success measures:
Review date:

YEAR THREE — BUY AND MEASURE
Procurement or implementation milestone:
Vendor performance expectation:
Employee communication plan:
Financial, clinical and experience measures:
Course-correction process:
Review date:

OPERATING DISCIPLINE
Monthly or quarterly cadence:
Decision record owner:
Leadership review attendees:
Next meeting date:

This resource is educational and intended to support employer benefits strategy discussions. It is not legal, tax or clinical advice.