Annual Open Enrollment Goal-Setting Checklist

This document is a guide for setting goals for the annual benefits open enrollment (OE) season. It outlines the importance of defining key objectives and measuring success to optimize processes and performance in benefits management. The checklist serves as a tool for organizations to ideate and refine their goals for OE, ensuring alignment with broader company and HR objectives. It details various goal categories, including administration, employee communications and engagement, enrollment and utilization, and employee experience. Each category includes specific examples of measurable objectives, emphasizing the need for goals to be specific, measurable, actionable, relevant, and time-bound (SMART). The document also encourages organizations to assign tactics to each goal and track progress effectively. Additionally, it mentions the Assess for Success playbook as a resource for evaluating OE performance and planning for future enrollment seasons.