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Open Enrollment Goal-Setting Checklist

Setting goals for your annual benefits open enrollment (OE) season is one of the most important things you can do to prepare your team – and your workforce – for success. Making an effort to define key objectives and determine how to measure success will enable you to optimize your processes, plans and performance over time – and help focus some of your energies in the benefits year ahead.

Use this interactive checklist as a tool to help ideate and refine your goals for OE. It may even reveal opportunities for improvements you can make before the next enrollment window opens.