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This topic has 4 replies, 4 voices, and was last updated 1 year, 6 months ago by April Lewis.

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    • Good morning all,

      I thought I would share my responses to Session #3 homework assignment:

      What is the one thing you will accomplish this month?
      Open Enrollment

      Why do you want to accomplish this goal (be specific)?
      It is annual requirement to ensure that staff have been provided an opportunity to enroll, terminate, or change any of their benefits

      What are three action steps needed to accomplish your goal?
      1. Send out renewal worksheets and premium memos to staff, including a deadline
      2. Follow up with staff 5 days before deadline, if staff has not returned signed memo to see is they have any questions and to remind them of the deadline
      3. Submit applications for new enrollments. Input/update premiums deductions in payroll system

      What will you do daily to accomplish your goals?
      Daily is too frequently; I will monitor weekly.

      How will you hold yourself accountable?
      1. Weekly monitoring
      2. Create and manage a checklist of received/outstanding packets
      3. Deadline provided to staff is a soft deadline, providing this “cushion” ensures that I will have a 100% of the memos/applications before the actual deadline

      • Hi, Sandra:

        Thank you for sharing your responses. This is a necessary goal and you have a clear plan to accomplish it.

        Well done, as always!


    • Hi Sandra,

      As always, thank you for sharing on the discussion board your responses and providing such thorough detail. For the 5th session, bring with you all of your responses because it will be great for the discussion on putting the final manager training plan together.


    • Hi Michelle,

      My pleasure…will do.

      Have a good evening.

      Will do.ake care.

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