Assuming that your organization has a benefits renewal date of January 1st each year, put together a calendar you could use to keep yourself on track throughout the year. The calendar should include the following items but may include others you think would help: Employee needs survey RFP for benefits advisor Decision on a funding approach Choose plans Communications to employees re: open enrollment instructions Open Enrollment (paper or electronic?) Post-open enrollment survey Provide a brief explanation about where you place the activities throughout the year