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Strategic Processes



and Tools







Lockton’s method of operation



Our core process, or method of operation, is an annual process which is built to facilitate strategic direction, review data, and simplify market opportunities.
By providing tools and expertise, we’re able to drive a structured analytic and planning process with clients on an annual and multiyear basis. We recognize
that like the entire world, your industry and organization is changing quickly. Our dynamic strategy tools are designed to perform real-time analytics to
determine the inancial impact, employee friction, and administrative effort as part of each strategic discussion.


The illustration below highlights the steps and tools utilized as part of our method of operation:


01 02 03 04

TECHNOLOGY/
TOTAL REWARDS CONJOINT EDUCATION
PHILOSOPHY IDEAL PROFILE ANALYSIS SERVICE INDUSTRY
BENCHMARKS
How do current
Measure what Understand what programs compare
Set high-level beliefs
leadership believes employees value to both market and
industry competitors





05 06 07 08


GROUP PLAN MULTIYEAR
INFOLOCK COMMUNICATIONS
STRATEGY (GPS) STRATEGY
How do we best
What does your data What strategies should we How are we going to get communicate to your
tell us consider there
members


Walden Security — Lockton Employee Beneits Practice Overview 25 Lockton Companies
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