survey monkey - sentinel benefits · • don’t be afraid to repeat yourself on key pieces of info...
TRANSCRIPT
Changing the way we communicate benef its for effective employee engagement
Julia Stati Benefits Specialist
Ben Healy Vice President,
Operations & Client Experience
WHICH BENEFITS MATTER?
TAILOR YOUR MESSAGING
MAKE YOUR AUDIENCE CARE
Agenda
What to do Action Item Date Due Date Completed
Planning & Strategy
Review last year’s communication plan
Set goals and pick a theme
Get feedback about last year and your ideas for the future
8-12 weeks
Start making benefits guide
Gather employee testimonials
Identify your needs for new/revised content
4 weeks
Publish internet banner ads
Make Manager’s Toolkit
Add note about open enrollment to your email signature
1-2 weeks
Hold benefits meetings and webinar events
Put up posters, flyers, and table events
Schedule first postcard
Create and share FAQs
During OE
Send out company-wide emails
Schedule reminder postcard
Remind managers to talk with their teams
Which benefits matter?
Tailor your messaging
Make your audience
care
Which Benefits Matter?
What to do Action Item Date Due Date Completed
Planning & Strategy
Review last year’s communication plan
Set goals and pick a theme
Get feedback about last year and your ideas for the future
Which Benefits Matter?
Review last year’s communication Set clear goals and a theme, if applicable
Get feedback about last year and your ideas for the future
Tailor Your Messaging
What to do Action Item Date Due Date Completed
8-12 weeks
Start making benefits guide
Gather employee testimonials
Identify your needs for new/revised content
4 weeks
Publish internet banner ads
Make Manager’s Toolkit
Add note about open enrollment to your email signature
Age Life stage
Gender Health & lifestyle
Technology Personal buying preference
Tailor Your Messaging
Benefits Basketbal l
AGE LIFE STAGE TECH
Some things matter to al l! Tips for building a successful benefits guide: • Don’t be afraid to repeat
yourself on key pieces of info – For example key dates, new
plans/features, how to take action
• Spread out your content – Forcing content into a set amount
of pages can make it hard to digest – space it out!
• Simplify charts, tables, and text
Source: Speaking in Human, The Jellyvision Lab
Make Your Audience Care
What to do Action Item Date Due Date Completed
1-2 weeks
Hold benefits meetings and webinar events
Put up posters, flyers, and table events
Schedule first postcard
Create and share FAQs
During OE
Send out company-wide emails
Schedule reminder postcard
Remind managers to talk with their teams
Make Your Audience Care • Taco Bout Retirement Truck
• If you’ve signed up for the company
401k plan, you get a free taco
• Benefit statement to show employees the dollar-and-cents value of their benefits
Activity: Dare to be different!
• You have a budget of $2,000.
• How will you engage your employees with the ultimate goal of increasing retirement plan deferrals?
What to do Action Item Date Due Date Completed
Planning & Strategy
Review last year’s communication plan
Set goals and pick a theme
Get feedback about last year and your ideas for the future
8-12 weeks
Start making benefits guide
Gather employee testimonials
Identify your needs for new/revised content
4 weeks
Publish internet banner ads
Make Manager’s Toolkit
Add note about open enrollment to your email signature
1-2 weeks
Hold benefits meetings and webinar events
Put up posters, flyers, and table events
Schedule first postcard
Create and share FAQs
During OE
Send out company-wide emails
Schedule reminder postcard
Remind managers to talk with their teams
Which benefits matter?
Tailor your messaging
Make your audience
care
Thank You