Whether you refer to it as a “recap,” a “debrief,” a “huddle” or a “review,” once you wrap up Open Enrollment, it’s smart to conduct a thorough post-OE assessment.
While your team might still be coming down from the stress of OE, it’s still a prime time to talk about lessons learned, so you can assemble a plan that improves next year’s outcomes. Give them a brief break, then jump back in. The more you plan ahead, the smoother the next OE season will go!