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Incentive programs begin with planning. Therefore, this program planner has been designed to gather the necessary
information to aid in the development process. By completing this planner with detailed information, we can
assist you in structuring a successful program.
COMPANY PROFILE
Company Name:
Contact Name:
Title:
Your type of business:
What are the overall products or services you provide?
When was your company established?
What is the approximate average hourly pay or annual salary for the program participants?
INCENTIVE PROGRAM HISTORY
Has your company ever run an incentive program before? Yes
No
If yes, what were the main objectives?
When was the program run?
How long did it run?
What type of awards were used? Travel, merchandise, trophies...
Were teams used? Yes
No
Did you consider the program a success? Yes
No
What part of the program did you especially like?
Was there a part of the program that you didn’t like?
Yes
No
If yes, what didn’t you like?
How much was spent on the program?
PROGRAM OBJECTIVES
List the objectives that apply to your needs:
Improve Productivity
Improve Quality
Improve Customer Service
Increase Employee Suggestions
Improve Morale
Reduce Lost Time Accidents
Reduce OSHA Recordable Accidents
Reduce Chargeable Driving Accidents
Reduce Inspection Rejects
Reduce Driving Infractions
Reduce Absenteeism
Reduce Turnover
Other (please specify)
Are you currently measuring the employees performance pertaining to your priority objectives? Yes
No
If yes, which ones and how?
If no, how would you recommend that this be done?
By which method do you measure employee performance?
How frequently do you measure the performance of your employees?
Do you have ongoing training in the area of your priority objectives of this program? Yes
No
If yes, please describe the type of training, how frequently is it run, and if it is mandatory or voluntary.
PROGRAM DATA
How many overall employees will be participating in this program?
Full Time and Part Time Supervisors/Foremen
What department(s) are these employees in?
If multiple departments, what is the breakdown of employees?
For the program, can we group your employees into teams by shift, department, location, or other method? Yes
No
If yes, which category?
How many employees will be on each team?
What is your program calendar?
Start:
Finish:
Have you decided on a program theme? Yes
No
If yes, what is theme and please describe it?
If safety is your objective, please indicate the number of employees per hazard level where employees are
assigned:
Hazard Level I (most dangerous)
Hazard Level 2
Hazard Level 3
Hazard Level 4 (least dangerous)
What was last year’s total number of work place incidents?
What was last year’s total losses (in dollars) $
Are you self insured?
Yes
No
PROGRAM MANAGEMENT
Do you anticipate the programs administration will be managed at a:
Which of these administration methods do you prefer:
Option 1: Your program administrator will track your employee performance and will be responsible to issue
point checks to the employees who qualify. (Our point checks are a sequentially numbered, three-part
carbonless form that can be typed on, run through a dot matrix printer, or hand written. The
employee will receive two copies of the check and the administrator will keep one for their records.
Points will be billed at the time of redemption.) This method:
Option 2: Your program administrator will track your employee performance and will be responsible to issue
stamps to the employees who qualify. (Our stamps are individual stickers that are valued at one dollar
each. Employees will receive a collection book to accumulate their stamps until they are ready for
redemption. When we supply stamps to the program administrator we will also bill for the value of
the stamps at that time.) This method:
PROGRAM SUMMARY
What is your estimated awards budget?
Is there a committee involved in reviewing this program? Yes
No
If yes, please describe who the committee is made up of (positions) and the number of members.
Who will make the final decision about this program?
When is your next scheduled planning meeting?
When ready to submit this form, click:
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