Why Your Open Enrollment Evaluation Matters
Open enrollment is one of the most important moments of the year for your team and your employees. But once it ends, how do you know if it succeeded? Without a structured open enrollment evaluation, it's probably hard to see what worked, what fell short and what the opportunities to improve may be. We created this scorecard to help you assess your campaign with clarity.
What the Scorecard Covers
Four Phases of Evaluation
Our scorecard guides you through four key phases of your open enrollment campaign:
- Planning — Did you have the data needed to simplify benefit design and set measurable goals?
- Communication — Did employees receive clear, timely and personalized messaging?
- Execution — Could employees enroll from any device, with decision support tools and real-time tracking?
- Aftermath — Did you measure engagement, gather feedback and identify opportunities to improve?
Each phase uses a simple 1–5 rating scale. Total your points to reveal suggested personalized guidance that is intended to help you take your benefits strategy to the next level.
Get Your Complimentary Scorecard
Ready to make next year's enrollment your best yet? Download the scorecard and discover clear, actionable steps designed to optimize your open enrollment for your team and your employees.