Consumer-Driven Health and Wellness Timeline Management and Leadership “buy-in” months Work with your Benefit Advisor to determine the best fit plan for your organizations needs. Based on the plan you have selected, determine your organization contribution strategy. Get assistance regarding decisions on the funding amounts and rules for implementing a health savings account. Seek volunteers and set-up a C.D.H.P. Implementation Committee. Include all departments and levels. If you choose an HSA, select an Administrator. Seek consult from your Benefits Advisor!

Consumer-Driven Health and Wellness Timeline Prior to enrollment 2-5 months Start to gain awareness through building an internal communication marketing campaign to your employees. Utilize payroll stuffers, letters, s, and posters throughout your organizations site(s). Map out a thorough presentation to educate your employees on the benefits and reasons for change regarding a CDHP. Tap into your Benefits Advisor for assistance. Have various CDHP sheets (see ideas/sample letters under CDHP Storage Room), distributed illustrating the plan, cost-saving benefits, and what is involved in the process. Provide background information regarding HSA Administrator and what is involved in enrollment.

Consumer-Driven Health and Wellness Timeline Enrollment 1 to 3 months Massive communication campaign whereby you utilize a variety of tools [ s, payroll stuffers, employee luncheons, etc.] to reach employees. Make sure you have for distribution any material regarding the plan, as well as on-line access for employee use. Schedule your Benefits Advisor to be available for open enrollment. Highly promote the availability of your Benefits Advisor for potential question & answers from employees and families. Once enrollment is completed, all paperwork and information should be sent to your Benefits Advisor at least one month BEFORE the effective date of coverage.

Consumer-Driven Health and Wellness Timeline After enrollment, continued on-going process Continual process of education and communication to employees on costs, spending, provider services, etc. Seek assistance from CDHPCoach and your Benefits Advisor. Always start planning next years renewal! Promote and encourage a culture of health and wellness-be creative. (See ideas in wellness section) Think about going paperless for various components of your CDHP.