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Higginbotham Sample Open Enrollment Client Comms Timeline

Page 1

Revised 10-20-2023

2024 OE Communications Timeline Distribution Channels

Number of Touch Points by Distribution Channel

Internal Proofs

Oct 10

Nov 2

(HR only)

Approval of Internal Proofs

6

2

(HR only)

Emails to Employees

2

1

Emails to HR Leads/Benefit Coordinators

3

0

Landing Page URL Engaged

1

0

Brainsharks

2

0

Post on Dayforce

1

0

Webinars/Virtual Meetings

0

2

SMS Messaging (Text)

1

1

Target Date for Communication

Target Date for Communication

OCTOBER

NOVEMBER

Action

Responsible

23 24 25 26 27 28 29 30 31

OE is Coming/Active Enrollment Email Blast (Proof 1)

Higginbotham

23

OE is Coming/Active Enrollment Email Blast (Proof 1 Response/Approval)

Client

23

OE is Coming/Active Enrollment Email Blast - EMAIL TO EMPLOYEES

Client Higginbotham

25

OE is Coming/Active Enrollment Text (Proof 1)

Higginbotham

25

OE is Coming/Active Enrollment Text (Proof 1 Response/Approval)

Client

26

OE Benefits Guide (Proof 1 Response)

Client

26

Landing Page URL (Setup and Review)

Higginbotham

26

Brainshark #1 (OE Details) - EMAIL TO HR LEADS

Higginbotham

26

Brainshark #2 (Which Plan is Right for Me?) - EMAIL TO HR LEADS

Higginbotham

26

OE is Coming/Active Enrollment Text - TEXT TO EMPLOYEES

Higginbotham

26

OE Benefits Guide (Proof 2)

Higginbotham Client

27

Landing Page URL (Response/Approval)

Client

27

OE is Here/Virtual Meeting Schedule Email Blast (Proof 1)

Higginbotham

27

Train the Trainer Talking Points FAQs (Proof 1)

Higginbotham

27

OE is Here/Virtual Meeting Schedule Email Blast (Proof 1 Response/Approval)

Client

28

Train the Trainer Talking Points FAQs (Proof 1 Response/Approval)

Client

28

Train the Trainer Talking Points FAQs - EMAIL to HR LEADS

Client

29

OE is Here/Virtual Meeting Schedule Email Blast - EMAIL TO EMPLOYEES

Client

29

Landing Page URL - GO LIVE

Higginbotham

30

Brainshark #1 (OE Details) - GO LIVE

Higginbotham

30

Brainshark #2 (Which Plan is Right for Me?) - GO LIVE

Higginbotham

30

OE Benefits Guide (Proof 3)

Higginbotham

30

OE Benefits Guide (Proof 3 Response/Approval)

Client

30

OE Benefits Guide - POST ON DAYFORCE

Client

30

OE is Ending/Active Enrollment Email Blast (Proof 1)

Higginbotham

OE is Ending/Active Enrollment Email Blast (Proof 1 Response/Approval) OE is Ending/Active Enrollment Text (Proof 1) OE is Ending/Active Enrollment Text (Proof 1 Response/Approval) Virtual Meetings (11:00 am and 5:00 pm CT) - WEBINARS OE is Ending/Active Enrollment Email Blast - EMAIL TO EMPLOYEES OE is Ending/Active Enrollment Text - TEXT TO EMPLOYEES Open Enrollment

3

4

5

6

7

8

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

1 2

Client

3

Higginbotham

3 4

Client

7

Higginbotham

8

Client

9

Higginbotham Client

9

27

OE Benefits Guide (Proof 2 Response)

Higginbotham

2

24

OE Benefits Guide (Proof 1)

Virtual Meetings (11:00 am and 5:00 pm CT) - WEBINARS

1

1

2

3

4

5

6

7

8

9

10 11 12 13 14 15 16 17


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