1. Sample engagement calendar (option 1)
CAMPAIGN
INTENT
AUDIENCE
RESOURCE
OPTIONS
DEPLOYMENT
MEASURE q1
Connect to your future today
Promote the advantages of the plan member site, including the fact that it's a secure way for plan members to see how their money is doing and get some help planning their financial future.
All employees
Go to:
Manage and review - Encourage using the web
Pick the campaign and tools that best fit your audience.
Week 1
Place an awareness poster in the workplace
Week 2
Send an to employees
Week 3
Post a blog on
your intranet
Week4
Increase in website registration/ usage q2
Are you ready for tomorrow?
Do you want to encourage new and current employees to join your plan? Prepare eligible employees for enrolment and promote your retirement plan benefits with simple and effective tools.
New employees or eligible employees who have not yet enrolled
Go to:
Enrol and Invest –
Promote enrolling
Pick the campaign and tools that best fit your audience.
Week 1
Send an to employees
Week 2
Post blog and video on Intranet
Week 3
Hold enrolment workshop* on why and how to enrol
Week 4
Send follow up
Number of new enrolments in plan q3
What keeps you up at night?
Debt is a problem that people sometimes avoid and may be reluctant to tackle head on. Provide your members with materials featuring solutions and tips on how to deal with debt.
All employees
Go to:
Financial wellness – Educate on dealing with debt
Pick the campaign and tools that best fit your audience.
Week 1
Place an awareness poster in the workplace
Week 2
Post blog and video on Intranet
Week 3
Send an to employees
Week 4 Q4
Taking care of the people who matter most to you
Encouraging plan members to designate a beneficiary ensures their savings will be paid to the person of their choice and will avoid probate.
All employees
Go to:
Enrol and Invest:
Encourage designating a beneficiary
Pick the campaign and tools that best fit your audience.
Week 1
Place an awareness poster in the workplace
Week 2
Send an to employees
Week 3
Post blog and podcast on Intranet
Week 4
Send follow up to members with missing beneficiary designation
Number of
members with missing beneficiary designation
* Education sessions, onsite or webinar, depending on location and number of employees

2. Sample engagement calendar (option 2)
CAMPAIGN
INTENT
AUDIENCE
RESOURCE
OPTIONS
DEPLOYMENT
MEASURE q1
RRSPs vs TFSAs – what’s best for you
When it comes to saving for retirement, RRSPs and TFSAs are both great savings vehicles. Provide plan members with information on each of these plans to help them determine which option best suits their needs.
All employees
Go to:
Enrol and Invest –
Educate on RRSPs vs TFSAs
Pick the campaign and tools that best fit your audience.
Week 1
Send an to employees
Week 2
Post blog and video on Intranet
Week 3
Distribute flyer in workplace
Week 4 q2
Connect to your future today
Promote the advantages of the plan member site, including the fact that it's a secure way for plan members to see how their money is doing and get some help planning their financial future.
All employees
Go to:
Manage and review - Encourage using the web
Pick the campaign and tools that best fit your audience.
Week 1
Place an awareness poster in the workplace
Week 2
Send an to employees
Week 3
Post a blog on
your intranet
Week 4
Increase in website registration/ usage q3
What keeps you up at night?
Debt is a problem that people sometimes avoid and may be reluctant to tackle head on. Provide your members with materials featuring solutions and tips on how to deal with debt.
All employees
Go to:
Financial wellness – Educate on dealing with debt
Pick the campaign and tools that best fit your audience.
Week 1
Place an awareness poster in the workplace
Week 2
Post blog and video on Intranet
Week 3
Send an to employees
Week 4 Q4
Make your money work as hard as you do
When it comes to investing, time is a powerful ally. Help plan members understand the benefits of compound returns and how compounding can go a long way in helping them achieve their retirement dreams.
All employees
Go to:
Enrol and invest:
Educate on the magic of compounding
Pick the campaign and tools that best fit your audience.
Week 1
Send an to employees
Week 2
Distribute flyer in workplace
Week 3
Education session* on benefits of group plan and investment basics
Week 4
Change in contributions
Member Demographic Report – Average annual contributions per member by age group
* Education sessions, onsite or webinar, depending on location and number of employees

3. Build you own engagement calendar (fillable)
CAMPAIGN
INTENT
AUDIENCE
RESOURCE
OPTIONS
DEPLOYMENT
MEASURE q1
Name of campaign
Purpose
Target audience
Go to:
Link to campaign on member education library
Pick the campaign and tools that best fit your audience.
Week 1
Action
Week 2
Action
Week 3
Action
Week 4
Action
Metric (if any) to measure impact q2
Name of campaign
Purpose
Target audience
Go to:
Link to campaign on member education library
Pick the campaign and tools that best fit your audience.
Week 1
Action
Week 2
Action
Week 3
Action
Week 4
Action
Metric (if any) to measure impact q3
Name of campaign
Purpose
Target audience
Go to:
Link to campaign on member education library
Pick the campaign and tools that best fit your audience.
Week 1
Action
Week 2
Action
Week 3
Action
Week 4
Action
Metric (if any) to measure impact Q4
Name of campaign
Purpose
Target audience
Go to:
Link to campaign on member education library
Pick the campaign and tools that best fit your audience.
Week 1
Action
Week 2
Action
Week 3
Action
Week 4
Action
Metric (if any) to measure impact
* Education sessions, onsite or webinar, depending on location and number of employees