Programme review
Discuss the workforce context, existing arrangements and the questions to put to an appropriate professional.
Employee health & benefits
Connect the programme review with the work HR does every day: information, enrolment, communication and employee questions.

Connect the programme to its administration
A considered review looks beyond the policy label to the information and communication that make the programme usable.
Discuss the workforce context, existing arrangements and the questions to put to an appropriate professional.
Organise information ownership, eligibility questions and the administration process.
Make the agreed documents, contact routes and common questions easier to find.
Clarify who manages changes, unanswered questions and the next programme review.
HR preparation tool
Use sample counts to see how a benefits conversation can be organised. This does not calculate premiums, eligibility or a recommended programme.
No employee names, medical information or personal records are needed.
Example HR preparation brief
Local preparation only. Nothing is saved or sent. Counts do not establish eligibility or determine any insurance terms.
Make the handoffs explicit
Put the next review in context
Discuss the workforce context, current programme and the administration questions that need attention.