ew€¦ · final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t...

8
OL 620 Final Project Guidelines and Rubric Overview The final project for this course is the creation of a benefits and compensation analysis (with revisions) and a stakeholder presentation. Professionals in the human resources field are often tasked with overseeing the benefits and compensation functions within any given organization. Human resource professionals often have to examine specific compensation and benefit elements of a total rewards system and compare them with qualitative and quantitative data collected internally, to determine how to fairly and appropriately reward employees for their work. For the summative assessment, imagine you have been tasked with evaluating and revising the current benefits and compensation package of an organization. You will utilize information from a case study to compare and contrast the organization’s total reward system with external benchmarking data, analyze data for gaps, and make revisions to the existing compensation and benefit package. The information you are provided will be based on a specific aspect of a benefits and compensation package (retirement benefits, medical benefits, etc.). You must also create a presentation to stakeholders that explains the proposed changes, your rationale, and the implications of the changes for the organization. The project is divided into three milestones, which will be submitted at various points throughout the course to scaffold learning and ensure a quality final submission. These milestones will be submitted in Modules Three, Five, and Seven. The final project will be submitted in Module Nine. In this assignment, you will demonstrate your mastery of the following course outcomes: x Analyze qualitative input from stakeholders for prioritizing employee concerns regarding existing organizational total rewards systems x Compare existing internal quantitative data regarding benefits and compensation structures to external benchmarking data for determining key areas of concern in organizational total rewards systems x Evaluate strengths and weaknesses of organizational benefits and compensation structures for informing the revision of benefits and compensation systems x Design revised benefits and compensation packages that address key stakeholder concerns and align with established financial, organizational, and legal constraints x Appropriately communicate proposed changes of organizational benefits and compensations structures to various internal stakeholder populations

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Page 1: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

OL

620

Fina

l Pro

ject

Gui

delin

es a

nd R

ubric

Ove

rvie

w

The

final

pro

ject

for t

his c

ours

e is

the

crea

tion

of a

ben

efits

and

com

pens

atio

n an

alys

is (w

ith re

visio

ns) a

nd a

stak

ehol

der p

rese

ntat

ion.

Pr

ofes

siona

ls in

the

hum

an re

sour

ces f

ield

are

ofte

n ta

sked

with

ove

rsee

ing

the

bene

fits a

nd co

mpe

nsat

ion

func

tions

with

in a

ny g

iven

org

aniza

tion.

Hum

an

reso

urce

pro

fess

iona

ls of

ten

have

to e

xam

ine

spec

ific

com

pens

atio

n an

d be

nefit

ele

men

ts o

f a to

tal r

ewar

ds sy

stem

and

com

pare

them

with

qua

litat

ive

and

quan

titat

ive

data

colle

cted

inte

rnal

ly, to

det

erm

ine

how

to fa

irly

and

appr

opria

tely

rew

ard

empl

oyee

s for

thei

r wor

k.

For t

he su

mm

ativ

e as

sess

men

t, im

agin

e yo

u ha

ve b

een

task

ed w

ith e

valu

atin

g an

d re

visin

g th

e cu

rren

t ben

efits

and

com

pens

atio

n pa

ckag

e of

an

orga

niza

tion.

Yo

u w

ill u

tilize

info

rmat

ion

from

a c

ase

stud

y to

com

pare

and

cont

rast

the

orga

niza

tion’

s tot

al re

war

d sy

stem

with

ext

erna

l ben

chm

arki

ng d

ata,

ana

lyze

dat

a fo

r ga

ps, a

nd m

ake

revi

sions

to th

e ex

istin

g co

mpe

nsat

ion

and

bene

fit p

acka

ge. T

he in

form

atio

n yo

u ar

e pr

ovid

ed w

ill b

e ba

sed

on a

spec

ific

aspe

ct o

f a b

enef

its a

nd

com

pens

atio

n pa

ckag

e (re

tirem

ent b

enef

its, m

edic

al b

enef

its, e

tc.).

You

mus

t also

cre

ate

a pr

esen

tatio

n to

stak

ehol

ders

that

exp

lain

s the

pro

pose

d ch

ange

s,

your

ratio

nale

, and

the

impl

icat

ions

of t

he c

hang

es fo

r the

org

aniza

tion.

Th

e pr

ojec

t is d

ivid

ed in

to th

ree

mile

ston

es, w

hich

will

be

subm

itted

at v

ario

us p

oint

s thr

ough

out t

he co

urse

to sc

affo

ld le

arni

ng a

nd e

nsur

e a

qual

ity fi

nal

subm

issio

n. T

hese

mile

ston

es w

ill b

e su

bmitt

ed in

Mod

ules

Thr

ee, F

ive,

and

Sev

en. T

he fi

nal p

roje

ct w

ill b

e su

bmitt

ed in

Mod

ule

Nin

e.

In th

is as

signm

ent,

you

will

dem

onst

rate

you

r mas

tery

of t

he fo

llow

ing

cour

se o

utco

mes

:

x An

alyz

e qu

alita

tive

inpu

t fro

m st

akeh

olde

rs fo

r prio

ritizi

ng e

mpl

oyee

conc

erns

rega

rdin

g ex

istin

g or

gani

zatio

nal t

otal

rew

ards

syst

ems

x Co

mpa

re e

xist

ing

inte

rnal

qua

ntita

tive

data

rega

rdin

g be

nefit

s and

com

pens

atio

n st

ruct

ures

to e

xter

nal b

ench

mar

king

dat

a fo

r det

erm

inin

g ke

y ar

eas o

f co

ncer

n in

org

aniza

tiona

l tot

al re

war

ds sy

stem

s x

Eval

uate

stre

ngth

s and

wea

knes

ses o

f org

aniza

tiona

l ben

efits

and

com

pens

atio

n st

ruct

ures

for i

nfor

min

g th

e re

visio

n of

ben

efits

and

com

pens

atio

n sy

stem

s x

Desig

n re

vise

d be

nefit

s and

com

pens

atio

n pa

ckag

es th

at a

ddre

ss k

ey st

akeh

olde

r con

cern

s and

alig

n w

ith e

stab

lishe

d fin

anci

al, o

rgan

izatio

nal,

and

lega

l co

nstr

aint

s x

Appr

opria

tely

com

mun

icat

e pr

opos

ed c

hang

es o

f org

aniza

tiona

l ben

efits

and

com

pens

atio

ns st

ruct

ures

to v

ario

us in

tern

al st

akeh

olde

r pop

ulat

ions

Page 2: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Prom

pt

In y

our r

ole

as a

hum

an re

sour

ces p

rofe

ssio

nal,

you

have

bee

n as

ked

to re

vise

asp

ects

of t

he c

urre

nt b

enef

its a

nd c

ompe

nsat

ion

pack

age

illus

trat

ed in

the

Harv

ard

Busin

ess R

evie

w ca

se st

udy

“Con

sum

er-D

riven

Hea

lth C

are:

Med

tron

ic’s

Heal

th In

sura

nce

Opt

ions

” and

mak

e re

visio

ns to

the

pack

age

to a

ccom

mod

ate

issue

s and

conc

erns

. You

hav

e al

so b

een

aske

d to

pre

pare

a p

rese

ntat

ion

to st

akeh

olde

rs re

gard

ing

your

pro

pose

d re

visio

ns. Y

ou w

ill b

egin

with

an

anal

ysis

of

quan

titat

ive

and

qual

itativ

e in

form

atio

n ab

out t

he c

urre

nt re

war

ds sy

stem

. Use

this

info

rmat

ion

to id

entif

y st

reng

ths a

nd w

eakn

esse

s of t

he c

urre

nt p

acka

ge a

nd

mak

e re

com

men

datio

ns, w

hile

add

ress

ing

stak

ehol

der c

once

rns a

nd p

revi

ously

iden

tifie

d w

eakn

esse

s. Yo

u w

ill c

omm

unic

ate

thes

e pr

opos

ed c

hang

es in

a

pres

enta

tion

to st

akeh

olde

rs o

f the

org

aniza

tion.

Sp

ecifi

cally

, the

follo

win

g cr

itica

l ele

men

ts m

ust b

e ad

dres

sed:

I. Be

nefit

s and

Com

pens

atio

n An

alys

is: F

or th

is pa

rt o

f the

ass

essm

ent,

you

will

ana

lyze

giv

en a

spec

ts o

f a b

enef

its a

nd c

ompe

nsat

ion

pack

age

from

the

prov

ided

cas

e st

udy.

You

will

ana

lyze

qua

litat

ive

and

quan

titat

ive

data

rega

rdin

g th

e cu

rren

t sys

tem

and

det

erm

ine

gaps

in th

at sy

stem

that

will

info

rm

your

futu

re re

com

men

datio

ns a

nd re

visio

ns.

A.

An

alyz

e th

e is

sues

or c

once

rns

of e

mpl

oyee

s thr

ough

a re

view

of t

he q

ualit

ativ

e da

ta p

rese

nted

in th

e ca

se st

udy,

for t

heir

valid

ity a

nd

impo

rtan

ce. B

e su

re to

con

sider

the

need

s of d

iffer

ent d

emog

raph

ics o

f em

ploy

ees w

ithin

the

orga

niza

tion.

B.

De

term

ine

whi

ch is

sues

with

in th

e qu

alita

tive

inpu

t dat

a fr

om e

mpl

oyee

s wer

e th

e m

ost c

onsi

sten

t and

the

mos

t pro

min

ent.

You

may

con

sider

al

so re

pres

entin

g yo

ur re

spon

se v

isual

ly.

C.

Dete

rmin

e th

e ke

y iss

ues o

r con

cern

s of e

mpl

oyee

s tha

t sho

uld

be ta

rget

ed a

nd a

ddre

ssed

, bas

ed o

n th

e pr

ovid

ed q

ualit

ativ

e da

ta. J

ustif

y yo

ur

resp

onse

. Wha

t iss

ues o

r con

cern

s sho

uld

be ta

rget

ed a

nd w

hy?

Why

shou

ld o

ther

con

cern

s be

mad

e le

ss o

f a p

riorit

y? Y

ou c

ould

con

sider

the

unde

rlyin

g re

ason

s beh

ind

the

issue

s voi

ced

by e

mpl

oyee

s.

D.

Com

pare

and

con

tras

t the

pro

vide

d qu

antit

ativ

e da

ta re

gard

ing

the

curr

ent b

enef

its a

nd c

ompe

nsat

ion

syst

em w

ith e

xter

nal b

ench

mar

king

da

ta fr

om o

rgan

izatio

ns w

ithin

the

sam

e in

dust

ry. B

e su

re to

use

the

prov

ided

tabl

e to

com

plet

e yo

ur re

spon

se. W

hat d

oes t

he c

urre

nt sy

stem

ha

ve th

at o

ther

org

aniza

tions

do

not?

Wha

t do

othe

r org

aniza

tions

offe

r tha

t the

cur

rent

syst

em d

oes n

ot?

Be su

re to

just

ify y

our r

espo

nse.

E.

De

term

ine

area

s of m

isal

ignm

ent,

diff

eren

ces,

and

gap

s pr

esen

t in

the

curr

ent b

enef

its a

nd c

ompe

nsat

ion

syst

em, b

ased

on

the

exte

rnal

be

nchm

arki

ng d

ata.

Wha

t are

the

key

area

s of t

he c

urre

nt sy

stem

that

are

misa

ligne

d w

ith th

e in

dust

ry st

anda

rd?

F.

Ba

sed

on y

our a

naly

sis o

f the

pro

vide

d qu

alita

tive

and

quan

titat

ive

data

, det

erm

ine

stre

ngth

s and

wea

knes

ses

pres

ent i

n th

e cu

rren

t ben

efits

an

d co

mpe

nsat

ion

syst

em. W

hat a

re th

e st

rong

suits

of t

he sy

stem

? W

hat a

re th

e w

eak

area

s? B

e su

re to

just

ify y

our r

espo

nse.

G.

De

term

ine

rew

ards

com

pone

nts t

hat s

houl

d be

incr

ease

d or

stay

the

sam

e, a

nd p

rovi

de y

our r

atio

nale

. Wha

t in

the

curr

ent p

acka

ge sh

ould

be

emph

asize

d or

left

alo

ne?

H.

De

term

ine

rew

ards

com

pone

nts t

hat s

houl

d be

redu

ced,

and

pro

vide

you

r rat

iona

le. W

hat i

n th

e cu

rren

t pac

kage

shou

ld b

e ad

dres

sed?

I.

Com

pare

qua

litat

ive

inpu

t dat

a an

d qu

antit

ativ

e an

alys

is w

ith th

e or

gani

zatio

n’s e

mpl

oyee

dem

ogra

phic

dat

a to

det

erm

ine

the

degr

ee o

f the

ex

istin

g po

pula

tion

that

will

be

affe

cted

by

the

prop

osed

cha

nges

. In

othe

r wor

ds, w

hat i

s the

ove

rall

impa

ct o

f a p

ropo

sed

chan

ge?

Page 3: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

II.

Revi

sion

s: In

this

part

of t

he a

sses

smen

t, yo

u w

ill m

ake

reco

mm

enda

tions

and

revi

sions

to th

e cu

rren

t ben

efits

and

com

pens

atio

n pa

ckag

e to

add

ress

an

y co

ncer

ns a

nd g

aps p

revi

ously

iden

tifie

d.

A.

M

ake

reco

mm

enda

tions

for a

ccom

mod

atin

g po

tent

ial f

inan

cial

, pro

cedu

ral,

and

lega

l con

stra

ints

rega

rdin

g th

e re

vise

d be

nefit

s and

co

mpe

nsat

ion

pack

age.

B.

M

ake

revi

sions

to th

e cu

rren

t ben

efits

and

com

pens

atio

n pa

ckag

e th

at a

ddre

ss c

once

rns r

elat

ed to

you

r pre

viou

s ana

lysis

of t

he q

uant

itativ

e an

d qu

alita

tive

data

. In

othe

r wor

ds, w

hat c

hang

es w

ould

you

mak

e to

the

curr

ent b

enef

its a

nd c

ompe

nsat

ion

pack

age

in o

rder

to a

ddre

ss a

ny

conc

erns

you

pre

viou

sly id

entif

ied?

C.

Ex

plai

n th

e fin

anci

al c

ost o

f pro

pose

d ch

ange

s to

both

dire

ct a

nd in

dire

ct c

ompe

nsat

ion.

Be

sure

to a

ddre

ss fu

lly fu

nded

org

aniza

tiona

l cha

nges

, pa

rtia

lly fu

nded

cha

nges

(and

by

wha

t per

cent

age)

, and

fully

em

ploy

ee-fu

nded

ben

efits

. D.

Ex

plai

n th

e co

st o

f eac

h be

nefit

and

com

pens

atio

n el

emen

t as a

cos

t per

em

ploy

ee. Y

ou m

ay w

ant t

o sh

ow c

ost i

ncre

ases

or d

ecre

ases

per

be

nefit

item

, with

a to

tal r

oll u

p co

st to

the

empl

oyee

and

the

orga

niza

tion.

III.

Pres

enta

tion:

In th

is pa

rt o

f the

ass

essm

ent,

you

will

dev

elop

a p

rese

ntat

ion

to st

akeh

olde

rs th

at d

escr

ibes

you

r rec

omm

ende

d ch

ange

s and

pro

vide

s bo

th c

onte

xt a

nd ra

tiona

le fo

r why

you

bel

ieve

they

shou

ld o

ccur

. Thi

s pre

sent

atio

n m

ust b

e de

velo

ped

in su

ch a

way

that

it is

acc

essib

le fo

r all

stak

ehol

ders

(lea

ders

hip,

man

agem

ent,

empl

oyee

s, a

nd so

on)

.

A.

Prov

ide

an o

verv

iew

of t

he q

ualit

ativ

e in

put d

ata,

qua

ntita

tive

benc

hmar

king

dat

a, a

nd th

e ga

p an

alys

is th

at w

as c

ondu

cted

. B.

Pr

ovid

e a

ratio

nale

for p

ropo

sed

chan

ges a

nd e

xpla

in h

ow th

e pr

opos

ed c

hang

es w

ill a

chie

ve ta

rget

ed o

rgan

izat

iona

l goa

ls a

nd a

ddre

ss

stak

ehol

der c

once

rns.

C.

Ex

plai

n th

e im

plic

atio

ns o

f im

plem

entin

g th

e ne

w sy

stem

for t

he o

rgan

izatio

n an

d fo

r diff

eren

t em

ploy

ee p

opul

atio

ns.

Mile

ston

es

Mile

ston

e O

ne: B

enef

its a

nd C

ompe

nsat

ion

Anal

ysis

(Sec

tion

I, Pa

rts A

–D)

In M

odul

e Th

ree,

you

will

subm

it a

draf

t of P

arts

A–D

of y

our b

enef

its a

nd c

ompe

nsat

ion

anal

ysis

. You

will

ana

lyze

qua

litat

ive

and

quan

titat

ive

data

rega

rdin

g th

e cu

rren

t sys

tem

iden

tifie

d in

the

Harv

ard

Busin

ess R

evie

w c

ase

stud

y “C

onsu

mer

-Driv

en H

ealth

Car

e: M

edtr

onic

’s He

alth

Insu

ranc

e O

ptio

ns.”

You

will

also

co

mpa

re a

nd co

ntra

st th

e pr

ovid

ed q

uant

itativ

e da

ta re

gard

ing

the

curr

ent b

enef

its a

nd c

ompe

nsat

ion

syst

em w

ith e

xter

nal b

ench

mar

king

dat

a fro

m

orga

niza

tions

with

in th

e sa

me

indu

stry

. The

subm

issio

n w

ill h

ave

the

maj

or h

eadi

ng “

Bene

fits a

nd C

ompe

nsat

ion

Anal

ysis:

Par

ts A

–D.”

This

mile

ston

e w

ill b

e gr

aded

with

the

Mile

ston

e O

ne R

ubric

. M

ilest

one

Two:

Ben

efits

and

Com

pens

atio

n An

alys

is (S

ectio

n I,

Part

s E–I

) In

Mod

ule

Five

, you

will

subm

it a

draf

t of P

arts

E–I

of y

our b

enef

its a

nd c

ompe

nsat

ion

anal

ysis

. You

will

det

erm

ine

key

area

s of c

once

rn re

gard

ing

the

curr

ent

syst

em id

entif

ied

in th

e Ha

rvar

d Bu

sines

s Rev

iew

cas

e st

udy

“Con

sum

er-D

riven

Hea

lth C

are:

Med

tron

ic’s

Heal

th In

sura

nce

Opt

ions

” th

at w

ill in

form

you

r fut

ure

reco

mm

enda

tions

and

revi

sions

. The

subm

issio

n w

ill h

ave

the

maj

or h

eadi

ng “

Bene

fits a

nd C

ompe

nsat

ion

Anal

ysis:

Par

ts E

–I.”

This

mile

ston

e w

ill b

e gr

aded

w

ith th

e M

ilest

one

Two

Rubr

ic.

Page 4: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Mile

ston

e Th

ree:

Rev

ision

s (Se

ctio

n II)

In

Mod

ule

Seve

n, y

ou w

ill su

bmit

a dr

aft o

f Sec

tion

II (R

evis

ions

). Yo

u w

ill m

ake

reco

mm

enda

tions

and

revi

sions

to th

e cu

rren

t ben

efits

and

com

pens

atio

n pa

ckag

e de

scrib

ed in

the

Harv

ard

Busin

ess R

evie

w c

ase

stud

y “C

onsu

mer

-Driv

en H

ealth

Car

e: M

edtr

onic

’s He

alth

Insu

ranc

e O

ptio

ns”

to a

ddre

ss c

once

rns a

nd

gaps

pre

viou

sly id

entif

ied.

The

subm

issio

n w

ill in

clud

e al

l par

ts o

f Sec

tion

II w

ith th

e m

ajor

hea

ding

“Re

visio

ns.”

This

mile

ston

e w

ill b

e gr

aded

with

the

Mile

ston

e Th

ree

Rubr

ic.

Fina

l Sub

miss

ion:

Ben

efits

and

Com

pens

atio

n An

alys

is an

d Re

visio

ns w

ith S

take

hold

er P

rese

ntat

ion

In M

odul

e N

ine,

you

will

subm

it th

e co

mpl

eted

ben

efits

and

com

pens

atio

n an

alys

is (w

ith re

visi

ons)

and

stak

ehol

der p

rese

ntat

ion.

You

will

app

ropr

iate

ly

com

mun

icat

e yo

ur p

ropo

sed

chan

ges t

o th

e in

tern

al st

akeh

olde

rs (l

eade

rshi

p, m

anag

emen

t, em

ploy

ees,

etc.

) ide

ntifi

ed in

the

Harv

ard

Busin

ess R

evie

w c

ase

stud

y “C

onsu

mer

-Driv

en H

ealth

Car

e: M

edtr

onic

’s He

alth

Insu

ranc

e O

ptio

ns”

and

prov

ide

both

cont

ext a

nd ra

tiona

le fo

r why

you

bel

ieve

they

shou

ld o

ccur

. Thi

s pr

esen

tatio

n sh

ould

be

a co

mpl

ete,

pol

ished

art

ifact

con

tain

ing

all o

f the

crit

ical

ele

men

ts o

f the

fina

l pro

ject

. Thi

s sub

mis

sion

will

be

grad

ed w

ith th

e Fi

nal

Proj

ect R

ubric

.

Deliv

erab

les

Mile

ston

e De

liver

able

M

odul

e Du

e G

radi

ng

One

Se

ctio

n I,

Part

s A–D

, Ben

efits

and

Co

mpe

nsat

ion

Anal

ysis

Thre

e Gr

aded

sepa

rate

ly; M

ilest

one

One

Rub

ric

Two

Sect

ion

I, Pa

rts E

–I, B

enef

its a

nd

Com

pens

atio

n An

alys

is Fi

ve

Grad

ed se

para

tely

; Mile

ston

e Tw

o Ru

bric

Thre

e Se

ctio

n II,

Rev

ision

s Se

ven

Grad

ed se

para

tely

; Mile

ston

e Th

ree

Rubr

ic

Fi

nal S

ubm

issio

n: B

enef

its a

nd

Com

pens

atio

n An

alys

is (W

ith R

evisi

ons)

an

d St

akeh

olde

r Pre

sent

atio

n

Nin

e Gr

aded

sepa

rate

ly; F

inal

Pro

ject

Rub

ric

Page 5: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Fina

l Pro

ject

Rub

ric

Gui

delin

es fo

r Sub

mis

sion

: You

r ben

efits

and

com

pens

atio

n an

alys

is pa

per m

ust b

e 10

to 1

2 pa

ges i

n le

ngth

(plu

s a co

ver p

age

and

refe

renc

es li

st) a

nd m

ust b

e w

ritte

n in

APA

form

at. U

se d

oubl

e sp

acin

g, 1

2-po

int T

imes

New

Rom

an fo

nt, a

nd o

ne-in

ch m

argi

ns. I

nclu

de a

t lea

st se

ven

refe

renc

es. T

he p

rese

ntat

ion

mus

t co

nsist

of 5

to 1

0 sli

des.

Use

a p

rodu

ct su

ch a

s Pow

erPo

int o

r Pre

zi to

cre

ate

your

pre

sent

atio

n. S

ourc

es sh

ould

be

cite

d ac

cord

ing

to A

PA st

yle.

Criti

cal E

lem

ents

Ex

empl

ary

(100

%)

Prof

icie

nt (9

0%)

Nee

ds Im

prov

emen

t (70

%)

Not

Evi

dent

(0%

) Va

lue

Bene

fits a

nd

Com

pens

atio

n An

alys

is: I

ssue

s or

Conc

erns

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a

soph

istic

ated

aw

aren

ess o

f the

va

lue

of k

ey is

sues

, fro

m th

e em

ploy

ee’s

per

spec

tive

Anal

yzes

the

issue

s or c

once

rns

of e

mpl

oyee

s, re

view

ed th

roug

h th

e qu

alita

tive

data

, for

thei

r va

lidity

and

impo

rtan

ce fo

r or

gani

zatio

nal r

evie

w,

cons

ider

ing

the

need

s of

diffe

rent

em

ploy

ee

dem

ogra

phic

s with

in th

e or

gani

zatio

n

Anal

yzes

the

issue

s or c

once

rns

of e

mpl

oyee

s, re

view

ed th

roug

h th

e qu

alita

tive

data

, for

thei

r va

lidity

and

impo

rtan

ce fo

r or

gani

zatio

nal r

evie

w,

cons

ider

ing

the

need

s of

diffe

rent

em

ploy

ee

dem

ogra

phic

s with

in th

e or

gani

zatio

n, b

ut a

naly

sis is

cu

rsor

y

Does

not

ana

lyze

the

issue

s or

conc

erns

of e

mpl

oyee

s, re

view

ed

thro

ugh

the

qual

itativ

e da

ta, f

or

thei

r val

idity

and

impo

rtan

ce fo

r or

gani

zatio

nal r

evie

w

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: C

onsi

sten

t an

d Pr

omin

ent

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

into

the

diffe

renc

es

betw

een

prom

inen

t and

less

pr

omin

ent i

ssue

s

Dete

rmin

es w

hich

issu

es w

ithin

th

e qu

alita

tive

inpu

t dat

a fr

om

empl

oyee

s wer

e th

e m

ost

cons

isten

t and

the

mos

t pr

omin

ent

Dete

rmin

es w

hich

issu

es w

ithin

th

e qu

alita

tive

inpu

t dat

a fr

om

empl

oyee

s wer

e th

e m

ost

cons

isten

t and

the

mos

t pr

omin

ent,

but d

eter

min

atio

n is

curs

ory

or il

logi

cal

Does

not

det

erm

ine

whi

ch is

sues

w

ithin

the

qual

itativ

e in

put d

ata

from

em

ploy

ees w

ere

the

mos

t co

nsist

ent a

nd th

e m

ost

prom

inen

t

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: T

arge

ted

and

Addr

esse

d

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

on

the

unde

rlyin

g re

ason

s th

e iss

ues v

oice

d by

em

ploy

ees

have

aris

en

Dete

rmin

es k

ey is

sues

or

conc

erns

of e

mpl

oyee

s tha

t sh

ould

be

targ

eted

and

ad

dres

sed,

bas

ed o

n th

e pr

ovid

ed q

ualit

ativ

e da

ta,

just

ifyin

g re

spon

se

Dete

rmin

es k

ey is

sues

or

conc

erns

of e

mpl

oyee

s tha

t sh

ould

be

targ

eted

and

ad

dres

sed,

bas

ed o

n th

e pr

ovid

ed q

ualit

ativ

e da

ta,

just

ifyin

g re

spon

se, b

ut

dete

rmin

atio

n is

curs

ory,

illo

gica

l, or

ther

e ar

e ga

ps in

the

just

ifica

tion

Does

not

det

erm

ine

key

issue

s or

conc

erns

of e

mpl

oyee

s tha

t sh

ould

be

targ

eted

and

ad

dres

sed

6.3

Page 6: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Bene

fits a

nd

Com

pens

atio

n An

alys

is: E

xter

nal

Benc

hmar

king

Dat

a

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

into

the

posit

ion

of th

e cu

rren

t ben

efits

and

co

mpe

nsat

ion

syst

em c

ompa

red

with

syst

ems a

t oth

er

orga

niza

tions

Com

pare

s and

con

tras

ts p

rovi

ded

quan

titat

ive

data

rega

rdin

g th

e cu

rren

t ben

efits

and

co

mpe

nsat

ion

syst

em w

ith

exte

rnal

ben

chm

arki

ng d

ata

from

or

gani

zatio

ns w

ithin

the

sam

e in

dust

ry, u

sing

the

prov

ided

ta

ble,

just

ifyin

g re

spon

se

Com

pare

s and

con

tras

ts p

rovi

ded

quan

titat

ive

data

rega

rdin

g th

e cu

rren

t ben

efits

and

co

mpe

nsat

ion

syst

em w

ith

exte

rnal

ben

chm

arki

ng d

ata

from

or

gani

zatio

ns w

ithin

the

sam

e in

dust

ry, u

sing

the

prov

ided

ta

ble,

just

ifyin

g re

spon

se, b

ut

anal

ysis

is cu

rsor

y, il

logi

cal,

cont

ains

inac

cura

cies

, or t

here

ar

e ga

ps in

the

just

ifica

tion

Does

not

com

pare

and

con

tras

t pr

ovid

ed q

uant

itativ

e da

ta

rega

rdin

g th

e cu

rren

t ben

efits

an

d co

mpe

nsat

ion

syst

em w

ith

exte

rnal

ben

chm

arki

ng d

ata

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: M

isal

ignm

ent,

Diff

eren

ces,

and

Gap

s

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s the

ab

ility

to d

iscer

n ke

y di

ffere

nces

fr

om th

e pr

ovid

ed in

form

atio

n

Dete

rmin

es a

reas

of

misa

lignm

ent,

diffe

renc

es, a

nd

gaps

pre

sent

in th

e cu

rren

t be

nefit

s and

com

pens

atio

n sy

stem

, bas

ed o

n th

e ex

tern

al

benc

hmar

king

dat

a

Dete

rmin

es a

reas

of

misa

lignm

ent,

diffe

renc

es, a

nd

gaps

pre

sent

in th

e cu

rren

t be

nefit

s and

com

pens

atio

n sy

stem

, but

det

erm

inat

ion

is cu

rsor

y or

illo

gica

l

Does

not

det

erm

ine

area

s of

misa

lignm

ent,

diffe

renc

es, a

nd

gaps

pre

sent

in th

e cu

rren

t be

nefit

s and

com

pens

atio

n

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: S

tren

gths

and

W

eakn

esse

s

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

into

the

gaps

in th

e be

nefit

s and

com

pens

atio

n sy

stem

as c

ompa

red

to g

aps i

n em

ploy

ee p

erce

ptio

n in

co

mpa

rabl

e in

dust

ries

Dete

rmin

es st

reng

ths a

nd

wea

knes

ses p

rese

nt in

the

curr

ent b

enef

its a

nd

com

pens

atio

n sy

stem

, bas

ed o

n pr

evio

us a

naly

sis, j

ustif

ying

re

spon

se

Dete

rmin

es st

reng

ths a

nd

wea

knes

ses p

rese

nt in

the

curr

ent b

enef

its a

nd

com

pens

atio

n sy

stem

, bas

ed o

n pr

evio

us a

naly

sis, j

ustif

ying

re

spon

se, b

ut d

eter

min

atio

n is

curs

ory

or il

logi

cal

Does

not

det

erm

ine

stre

ngth

s an

d w

eakn

esse

s pre

sent

in th

e cu

rren

t ben

efits

and

co

mpe

nsat

ion

syst

em b

ased

on

prev

ious

ana

lysis

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: I

ncre

ased

or

Stay

the

Sam

e

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

rega

rdin

g re

ason

s for

m

aint

aini

ng st

atus

quo

or

impr

ovin

g sp

ecifi

c co

mpo

nent

s

Dete

rmin

es re

war

ds c

ompo

nent

s th

at sh

ould

be

incr

ease

d or

stay

th

e sa

me,

pro

vidi

ng ra

tiona

le

Dete

rmin

es re

war

ds c

ompo

nent

s th

at sh

ould

be

incr

ease

d or

stay

th

e sa

me,

pro

vidi

ng ra

tiona

le,

but d

eter

min

atio

n is

curs

ory,

ill

ogic

al, o

r the

re a

re g

aps i

n ra

tiona

le

Does

not

det

erm

ine

rew

ards

co

mpo

nent

s tha

t sho

uld

be

incr

ease

d or

stay

the

sam

e

6.3

Bene

fits a

nd

Com

pens

atio

n An

alys

is: R

educ

ed

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

in re

flect

ing

mar

ket o

r co

st ra

tiona

le b

ehin

d th

e re

com

men

ded

redu

ctio

ns

Dete

rmin

es re

war

ds c

ompo

nent

s th

at sh

ould

be

redu

ced,

pro

vidi

ng

ratio

nale

Dete

rmin

es re

war

ds c

ompo

nent

s th

at sh

ould

be

redu

ced,

pro

vidi

ng

ratio

nale

, but

det

erm

inat

ion

is cu

rsor

y, il

logi

cal,

or th

ere

are

gaps

in ra

tiona

le

Does

not

det

erm

ine

rew

ards

co

mpo

nent

s tha

t sho

uld

be

redu

ced

6.3

Page 7: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Bene

fits a

nd

Com

pens

atio

n An

alys

is: D

egre

e of

the

Exis

ting

Popu

latio

n

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s kee

n in

sight

into

how

bot

h qu

alita

tive

and

quan

titat

ive

anal

ysis

will

af

fect

em

ploy

ee p

opul

atio

ns

Com

pare

s qua

litat

ive

inpu

t dat

a an

d qu

antit

ativ

e an

alys

is w

ith th

e or

gani

zatio

n’s e

mpl

oyee

de

mog

raph

ic d

ata

to d

eter

min

e th

e de

gree

of t

he e

xist

ing

popu

latio

n th

at w

ill b

e af

fect

ed

by th

e pr

opos

ed c

hang

es

Com

pare

s qua

litat

ive

inpu

t dat

a an

d qu

antit

ativ

e an

alys

is w

ith th

e or

gani

zatio

n’s e

mpl

oyee

de

mog

raph

ic d

ata

to d

eter

min

e th

e de

gree

of t

he e

xist

ing

popu

latio

n th

at w

ill b

e af

fect

ed

by th

e pr

opos

ed c

hang

es, b

ut

anal

ysis

or is

cur

sory

or i

llogi

cal,

or th

ere

are

gaps

in

dete

rmin

atio

n

Does

not

com

pare

qua

litat

ive

inpu

t dat

a an

d qu

antit

ativ

e an

alys

is w

ith th

e or

gani

zatio

n’s

empl

oyee

dem

ogra

phic

dat

a

6.3

Revi

sion

s: C

onst

rain

ts

M

eets

“Pr

ofic

ient

” cr

iteria

and

re

spon

se d

emon

stra

tes a

so

phist

icat

ed a

war

enes

s of t

he

cons

trai

nts r

egar

ding

revi

sing

bene

fits a

nd c

ompe

nsat

ion

pack

ages

Mak

es re

com

men

datio

ns fo

r ac

com

mod

atin

g po

tent

ial

finan

cial

, pro

cedu

ral,

and

lega

l co

nstr

aint

s reg

ardi

ng th

e re

vise

d be

nefit

s and

com

pens

atio

n pa

ckag

e

Mak

es re

com

men

datio

ns fo

r ac

com

mod

atin

g po

tent

ial

finan

cial

, pro

cedu

ral,

and

lega

l co

nstr

aint

s reg

ardi

ng th

e re

vise

d be

nefit

s and

com

pens

atio

n pa

ckag

e, b

ut e

xpla

natio

n is

curs

ory

or il

logi

cal

Does

not

mak

e re

com

men

datio

ns

for a

ccom

mod

atin

g po

tent

ial

finan

cial

, pro

cedu

ral,

and

lega

l co

nstr

aint

s reg

ardi

ng th

e re

vise

d be

nefit

s and

com

pens

atio

n pa

ckag

e

4.72

Revi

sion

s: C

urre

nt

Bene

fits a

nd

Com

pens

atio

n

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a b

alan

ce

betw

een

empl

oyee

inpu

t and

or

gani

zatio

nal o

bjec

tives

Mak

es re

visio

ns to

the

curr

ent

bene

fits a

nd c

ompe

nsat

ion

pack

age

that

add

ress

con

cern

s re

late

d to

the

prev

ious

ana

lysis

of

the

quan

titat

ive

and

qual

itativ

e da

ta

Mak

es re

visio

ns to

the

curr

ent

bene

fits a

nd c

ompe

nsat

ion

pack

age

that

add

ress

con

cern

s re

late

d to

the

prev

ious

ana

lysis

of

the

quan

titat

ive

and

qual

itativ

e da

ta b

ut re

visio

ns a

re

curs

ory,

illo

gica

l, or

con

tain

in

accu

raci

es

Does

not

mak

e re

visio

ns to

the

curr

ent b

enef

its a

nd

com

pens

atio

n pa

ckag

e th

at

addr

ess c

once

rns r

elat

ed to

the

prev

ious

ana

lysis

of t

he

quan

titat

ive

and

qual

itativ

e da

ta

4.72

Revi

sion

s: F

inan

cial

Co

st

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a b

alan

ce

betw

een

addr

essin

g ex

pres

sed

empl

oyee

nee

ds a

nd

orga

niza

tiona

l cos

t tar

gets

Com

preh

ensiv

ely

expl

ains

the

finan

cial

cos

t of p

ropo

sed

chan

ges t

o bo

th d

irect

and

in

dire

ct c

ompe

nsat

ion

Expl

ains

the

finan

cial

cos

t of

prop

osed

cha

nges

to b

oth

dire

ct

and

indi

rect

com

pens

atio

n, b

ut

expl

anat

ion

is cu

rsor

y, il

logi

cal,

or

not c

ompr

ehen

sive

Does

not

exp

lain

the

finan

cial

co

st o

f pro

pose

d ch

ange

s to

both

di

rect

and

indi

rect

com

pens

atio

n

4.72

Revi

sion

s: B

enef

it an

d Co

mpe

nsat

ion

Elem

ent

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a

soph

istic

ated

aw

aren

ess o

f eac

h be

nefit

and

com

pens

atio

n el

emen

t reg

ardi

ng c

ost i

ncre

ases

or

dec

reas

es a

nd to

tal r

oll-u

p co

st to

the

empl

oyee

and

the

orga

niza

tion

Com

preh

ensiv

ely

expl

ains

the

cost

of e

ach

bene

fit a

nd

com

pens

atio

n el

emen

t as a

cos

t pe

r em

ploy

ee

Expl

ains

the

cost

of e

ach

bene

fit

and

com

pens

atio

n el

emen

t as a

co

st p

er e

mpl

oyee

, but

ex

plan

atio

n is

curs

ory,

illo

gica

l, or

no

t com

preh

ensiv

e

Does

not

exp

lain

the

cost

of e

ach

bene

fit a

nd c

ompe

nsat

ion

elem

ent a

s a c

ost p

er e

mpl

oyee

4.72

Page 8: ew€¦ · Final t c: n s er 0 2 es th ences e. t) be 2-e-en t 5 es. a p t i. ts y (0%) t (90%) r t t (70%) t (0%) e s ssed e r for ti on r for ry D for w 6.3 t t s t t t t al r a

Pres

enta

tion:

Ove

rvie

w

M

eets

“Pr

ofic

ient

” cr

iteria

and

re

spon

se d

emon

stra

tes a

so

phist

icat

ed a

war

enes

s of h

ow

to c

omm

unic

ate

appr

opria

te a

nd

rele

vant

info

rmat

ion

for a

ll st

akeh

olde

rs

Prov

ides

an

over

view

of t

he

qual

itativ

e in

put d

ata,

qu

antit

ativ

e be

nchm

arki

ng d

ata,

an

d th

e ga

p an

alys

is th

at w

as

cond

ucte

d, c

onve

yed

appr

opria

tely

for a

ll st

akeh

olde

rs

Prov

ides

an

over

view

of t

he

qual

itativ

e in

put d

ata,

qu

antit

ativ

e be

nchm

arki

ng d

ata,

an

d th

e ga

p an

alys

is th

at w

as

cond

ucte

d, b

ut o

verv

iew

is

curs

ory

or is

not

con

veye

d ap

prop

riate

ly fo

r all

stak

ehol

ders

Does

not

pro

vide

an

over

view

of

the

qual

itativ

e in

put d

ata,

qu

antit

ativ

e be

nchm

arki

ng d

ata,

an

d th

e ga

p an

alys

is th

at w

as

cond

ucte

d

6.3

Pres

enta

tion:

O

rgan

izat

iona

l Goa

ls

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a

soph

istic

ated

aw

aren

ess o

f how

to

com

mun

icat

e ap

prop

riate

and

re

leva

nt in

form

atio

n fo

r all

stak

ehol

ders

Prov

ides

a ra

tiona

le fo

r pro

pose

d ch

ange

s and

exp

lain

s how

the

prop

osed

cha

nges

will

ach

ieve

ta

rget

ed o

rgan

izatio

nal g

oals

and

addr

ess s

take

hold

er c

once

rns,

co

nvey

ed a

ppro

pria

tely

for a

ll st

akeh

olde

rs

Prov

ides

a ra

tiona

le fo

r pro

pose

d ch

ange

s and

exp

lain

s how

the

prop

osed

cha

nges

will

ach

ieve

ta

rget

ed o

rgan

izatio

nal g

oals

and

addr

ess s

take

hold

er c

once

rns b

ut

resp

onse

is c

urso

ry, i

llogi

cal,

or

not a

ppro

pria

tely

con

veye

d to

all

stak

ehol

ders

Does

not

pro

vide

a ra

tiona

le fo

r pr

opos

ed c

hang

es o

r exp

lain

how

th

e pr

opos

ed c

hang

es w

ill

achi

eve

targ

eted

org

aniza

tiona

l go

als a

nd a

ddre

ss st

akeh

olde

r co

ncer

ns

6.3

Pres

enta

tion:

Im

plic

atio

ns

Mee

ts “

Prof

icie

nt”

crite

ria a

nd

resp

onse

dem

onst

rate

s a

soph

istic

ated

aw

aren

ess o

f how

to

com

mun

icat

e ap

prop

riate

and

re

leva

nt in

form

atio

n fo

r all

stak

ehol

ders

Expl

ains

the

impl

icat

ions

of

impl

emen

ting

the

new

syst

em fo

r th

e or

gani

zatio

n an

d fo

r diff

eren

t em

ploy

ee p

opul

atio

ns in

a

man

ner s

uch

that

eac

h ke

y st

akeh

olde

r und

erst

ands

why

the

chan

ges a

re b

eing

impl

emen

ted,

co

nvey

ed a

ppro

pria

tely

for a

ll st

akeh

olde

rs

Expl

ains

the

impl

icat

ions

of

impl

emen

ting

the

new

syst

em fo

r th

e or

gani

zatio

n an

d fo

r diff

eren

t em

ploy

ee p

opul

atio

ns in

a

man

ner s

uch

that

eac

h ke

y st

akeh

olde

r und

erst

ands

why

the

chan

ges a

re b

eing

impl

emen

ted,

bu

t exp

lana

tion

is cu

rsor

y,

illog

ical

, or i

s not

con

veye

d ap

prop

riate

ly to

all

stak

ehol

ders

Does

not

exp

lain

the

impl

icat

ions

of

impl

emen

ting

the

new

syst

em

for t

he o

rgan

izatio

n an

d fo

r di

ffere

nt e

mpl

oyee

pop

ulat

ions

in

a m

anne

r suc

h th

at e

ach

key

stak

ehol

der u

nder

stan

ds w

hy th

e ch

ange

s are

bei

ng im

plem

ente

d

6.3

Artic

ulat

ion

of

Resp

onse

Subm

issio

n is

free

of e

rror

s re

late

d to

cita

tions

, gra

mm

ar,

spel

ling,

synt

ax, a

nd o

rgan

izatio

n,

and

is pr

esen

ted

in a

pro

fess

iona

l an

d ea

sy to

read

form

at

Subm

issio

n ha

s no

maj

or e

rror

s re

late

d to

cita

tions

, gra

mm

ar,

spel

ling,

synt

ax, o

r org

aniza

tion

Subm

issio

n ha

s maj

or e

rror

s re

late

d to

cita

tions

, gra

mm

ar,

spel

ling,

synt

ax, o

r org

aniza

tion

that

neg

ativ

ely

impa

ct re

adab

ility

an

d ar

ticul

atio

n of

mai

n id

eas

Subm

issio

n ha

s crit

ical

err

ors

rela

ted

to c

itatio

ns, g

ram

mar

, sp

ellin

g, sy

ntax

, or o

rgan

izatio

n th

at p

reve

nt u

nder

stan

ding

of

idea

s

5.52

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l 10

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