1. 1: INPUT
1.1. **1.1: Project Details** (PM)
1.1.1. Market/Company Name
1.1.2. Year
1.1.3. Version Name (Max: 20)
1.1.4. Urgency (Y/N)
1.1.5. Delivery Method (Digital/Print)
1.2. **1.2: Marketing Collaterals** (PM)
1.2.1. Benefit Guide
1.2.2. BAAG
1.2.2.1. w/ Charts
1.2.2.2. w/o Charts
1.2.3. Rate Sheet
1.2.3.1. Medical +1: Pharmacy
1.2.3.2. Medical +2: Pharmacy, Dental
1.2.3.3. Medical +3: Pharmacy, Dental, Vision
1.2.3.4. Medical +4: Pharmacy, Dental, Vision, Additional Benefits
1.2.4. Poster
1.2.4.1. OE
1.2.4.2. Announcement
1.2.4.3. Events
1.2.5. Flyer
1.2.5.1. Announcement
1.2.5.2. Events
1.2.6. Postcard
1.2.6.1. OE
1.2.6.2. Announcement
1.2.6.3. Reminder
1.2.7. Email
1.2.7.1. OE
1.2.7.2. Announcement
1.2.7.3. Reminder
1.2.7.4. Events
1.3. **1.3: Carriers** (POC)
1.3.1. Medical
1.3.2. Pharmacy
1.3.3. Dental
1.3.4. Vision
1.3.5. Wellness
1.3.6. HSA
1.3.7. Voluntary
1.3.8. Life / AD&D
1.3.9. Additional Benefits
2. 2: GENERATION
2.1. 2.1: Agency
2.1.1. MC Templates (COSMOS)
2.1.2. Boilerplate Text
2.1.2.1. Medical & Pharmacy Overview
2.1.2.2. Eligibility
2.1.2.3. Benefit Basics
2.1.2.4. Additional Benefits
2.2. **2.2: Client** (POC)
2.2.1. Rates
2.2.1.1. Medical & Pharmacy Coverage
2.2.1.2. Dental
2.2.1.3. Vision
2.2.1.4. Life/AD&D
2.2.2. Legal Notices
2.2.2.1. HSA
2.2.2.2. FSA
2.2.2.3. CHiP
2.2.3. Carrier Contact List
3. **3: OUTPUT** - V1 Proof (PM)
4. **Project Manager** Initial Requirements
4.1. Company
4.1.1. **Geolocation** *What benefits are available in the company's location? Do we consider creating an OL version? * - Local - International
4.1.2. **Employees** *What employee types will the company be handing out benefits to? * - Union vs Non-union - Full-time vs Part-time - Managerial vs. RAF
4.1.3. **Affiliates and Active Causes/Advocacies** *Is the company affiliated with any group that might affect their availing of benefits? * - Knowledge of affiliates, in-house incentives and additional benefits not covered by our carriers
4.2. Collaterals
4.2.1. **Informative** *Does the company wish to inform its employees of plan changes? * - Opt for digital kit (-$) - Requires no action from benefactors - Emphasis on subscriptions and sign-ups
4.2.2. **Reactive/Evocative** *Does the company want to remind its employees of enrollments or events pertaining to their benefits? * - Full kit - Requires action from benefactors - Requires digital and print delivery - Emphasis on CTA
5. **Point-of-Contact** Maintenance
5.1. Company
5.1.1. **Serviced Area** *Is there an available carrier at the company's geolocation? What is the cheapest/best option given the company's economical standing? * - Available carriers per area - Company's financial standing
5.1.2. **Industry** *What kind industry does the company belong to? What benefits will best fit the employees' trade and financial status? * - Industry identification - Employee demographic - Employee location
5.2. Carrier Information
5.2.1. **Carrier Reputation** *Is the carrier in good standing in terms of follow-through and legalities? * - Keep tabs on carriers - Be on the lookout for high risk
5.2.2. **Benefit Range** *How many benefits does the carrier have? Will the cost be lower if we stick to one carrier for a lump of the benefits? * - Determine plan types and how many can be used together for a more cost-effective offer
5.2.3. **Rate Update Frequency** *How often does the carrier update their rates? * - Identify the factors that affect rate changes - Regular updates on tool rate sheets (w/ date stamp)
5.2.4. **Availability** *How many communication channels does the carrier have? How reachable are they? * - Consolidation of contacts - Collection of all possible communication channels (phone, web, email)
5.3. Legal Notices
5.3.1. **Vigilance, Attention and Intent** *How often are legal notices updated? * - Keep tabs on government news/updates on rights and initiatives