Employee Share Plan Case Study

Share Scheme Outsource Administration Project – FTSE 100 company

Brief

Following a review of their executive share plan administration (managed internally), the company required project management assistance in choosing an external provider in the market to outsource their executive share plan management and administration.

Solution

• Prepare timetable and project plan
• Review the company’s executive share plans to understand the cycle of events, jurisdictions where the plans were extended and technical requirements that had to be reviewed as part of the process
• Design & draft key criteria that had to be met
• Draft request for proposal document and agree provider list
• Attend and facilitate meetings with selected providers
• Review responses from providers and prepare scoring matrix
• Manage the company’s company secretariat, procurement team and HR department’s expectations
• Facilitate the appointment of the selected provider

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