DIY Tutorial 3: Employee Benefit Statements Getting Started (Make a Mockup)
Begin to focus on each general employee benefit statement topic. Think through; 'what needs to happen' & 'what we'll need'. Do not begin writing the precise text for the benefit statement but do identify overall thoughts, Team needs and goals.
In the example below, you realize that a letter from the CEO or VP of HR will be appropriate.Here is a possible chain of events:1) Write a draft letter. Set it aside.2) Pick it up & edit the letter.3) You forward the same letter to your Corporate Communications Department. Make sure they know the space limitations.4) They rewrite the entire letter (of course).5) They send to the CEO. It sits for 3 weeks.6) Move on to other tasks. Mark as an "Open, ToDo - Not Resolved".
Continue through the entire mock up. Remember, you still have not begun to write your static text. Instead, you are developing a list of employee benefit statement ToDo's or Action Items.
A well done employee benefit statement requires thoughtful planning & a methodical approach. The time spent now will pay dividends later. Zero errors and superb, personalized content should be your goals.
At some point in this process, you will need to transfer the employee benefit statement 'post it notes' to a more organized method. Initially, a simple xls will suffice, but later a much better means of tracking progress should be implemented.
Spreadsheets & Workbooks are easily 'corrupted'. A database is much better.