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Strategic processes and tools












02 — IDEAL Proile is a series of questions posed to your leadership that identiies your collective belief system around how beneits should be offered to
employees. The results drive what beneits you offer, and the overall strategy.


Determining ABC Company’s IDEAL Proile



• What is your view on • What is your philosophy • Is controlling costs • What is the employer’s • Are your beneit
promoting a healthy toward “beneits the most important role in your employee’s offerings a
employee population? equity” across factor in delivering your inancial security? differentiator or not

• In addition to employees? beneits strategy? • What is your opinion on a differentiator from
traditional beneit • When considering • What is the employer’s an employee’s choice competitors?
packages, could changes to your responsibility to of beneits? • Regarding the
employees beneit company’s beneits, dependents? • Should an employer diverse needs of your
from nontraditional do you consider offer a plan that workforce, should
beneits (i.e., voluntary employee’s disruption? offers a broad range employers offer an
beneits)? of providers, a small array of beneit plans

• What is the primary group of high- that meet employee
purpose of offering performing providers, needs, pay for core
health plans? incents members to beneits and provide
use high-performing options for other needs,
providers (and limit or stick to simple
costs)? offerings?

ER SHOULD INFLUENCE SENSITIVE TO DISRUPTING ECONOMICAL EMPLOYEES SHOULD BE BENEFITS ARE A WAY
EMPLOYEE’S WELL-BEING EMPLOYEES ACCOUNTABLE FOR THEIR TO CREATE LOYALTY TO
DECISIONS COMPANY

I D E A L





Upstream Rehabilitation — Lockton Total Rewards Practice overview 18 Lockton Companies
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