Phase III – Recommendations & Implementation

Phases I and II lay the groundwork for us to make recommendations based upon the client’s original objectives and inclusive of any changes to or new objectives that were determined during the initial two discovery phases.

Our recommendations are formally presented and explained to all necessary parties. We educate the client on what will be required to enact our recommendations and outline the process that will ensue once implementation begins. Throughout the implementation stage, we work hand-in-hand with the client to guide them through each step of the process and remove as much burden as possible. This might include group meetings, webinars, online enrollment, personalized enrollment kits, phone consultations, or one-on-one private educational sessions. We do whatever is necessary to promote the success of the program and ensure that sponsors and participants are clear on their plans and benefits.