Working sample · sequencing proposal — dates firm up in the late-June
working session
The first 90 days
From a working session to a measured open enrollment. Orange
dots are the only things we need from your team — everything
else is on the program. Your team approves every fact and every
language before an employee sees it.
Days 1 – 14 · Foundation
Certify the facts and the glossary
-
Working session: walk the live demo, pick two pilot
sites and two languages
-
Hand over current plan documents (the same PDFs
employees get today)
-
Build the protected-term glossary: carrier names, plan
names, legal terms — locked verbatim across all
languages
-
Load plan facts into the personal-page engine, sourced
line-by-line to your documents
From your team: one 60-minute session + document
handoff. That's it.
Days 15 – 45 · Pilot
Two sites, two languages, real posters
-
Personal pages live for pilot sites — Employee ID +
text-code sign-in, no email needed
-
Site posters and cafeteria TV loops produced with QR
codes into the personal pages
-
Personal voice summaries generated in both pilot
languages, captions synced
-
Site contacts review everything in-language before it
posts
From your team: in-language review sign-off per
site.
Days 46 – 90 · Scale to OE
Six languages, every site, content freeze
-
All six languages to full fact parity — never shortened
summaries
-
Open-enrollment changes loaded the moment they're
final: premiums, plan design, HSA and FSA limits
-
Mid-October content freeze: your team signs off every
fact, every language
-
Measurement dashboard live: reach by language × site,
eligibility metadata only — never claims or health data
From your team: one freeze-week review. Then open
enrollment runs Nov 3 – 17 with a feedback loop for the
first time.