Acme Automation Incentive plan Review Workshop“Ready-Set-Go” proposal
ContentsSo, it’s time to review the plan – now what?Key success factors for an effective review processThe “Ready-Set-Go” frameworkThe RGS Workshop – scope of workExpected benefits and outcomes for Acme AutomationInvestment summaryClient references2
1) “It’s time to review the sales incentive plan”3It’s going to be time consumingLets start with a blank sheet of papercommon thought bubbles for planners – non industry specific!Sales performance  & incentive reporting is to blameThe business keeps changing the planThe plan is not driving the activity I need
2) Key success factors for an effective review process4
3) Best practice framework for incentive program development5Facilitates >> engagement + scope clarification +shared language + diagnosis  + concise documentationSetting the foundations for best practiceDesigning sales incentive and recognition programsSales incentive plan and program implementation
4) RSG Workshop - Scope of work6Analysis & preparationReview payments v performance at territory * LOB * national
Test / quantify any key issues
Confirm project stakeholdersSurvey + InterviewsOn line survey to collate opinions re “READY” foundations
Clarify expectations and scope for workshop
Their views/requirements/issues  (per 10 x modules)
Develop custom materials for client
Confirm agenda & attendeesWorkshop PreparationWorkshopFacilitation2 x 6 hour workshops over two days
Confirm sessions for group work v group discussion

Sales incentive plan review process

  • 1.
    Acme Automation Incentiveplan Review Workshop“Ready-Set-Go” proposal
  • 2.
    ContentsSo, it’s timeto review the plan – now what?Key success factors for an effective review processThe “Ready-Set-Go” frameworkThe RGS Workshop – scope of workExpected benefits and outcomes for Acme AutomationInvestment summaryClient references2
  • 3.
    1) “It’s timeto review the sales incentive plan”3It’s going to be time consumingLets start with a blank sheet of papercommon thought bubbles for planners – non industry specific!Sales performance & incentive reporting is to blameThe business keeps changing the planThe plan is not driving the activity I need
  • 4.
    2) Key successfactors for an effective review process4
  • 5.
    3) Best practiceframework for incentive program development5Facilitates >> engagement + scope clarification +shared language + diagnosis + concise documentationSetting the foundations for best practiceDesigning sales incentive and recognition programsSales incentive plan and program implementation
  • 6.
    4) RSG Workshop- Scope of work6Analysis & preparationReview payments v performance at territory * LOB * national
  • 7.
    Test / quantifyany key issues
  • 8.
    Confirm project stakeholdersSurvey+ InterviewsOn line survey to collate opinions re “READY” foundations
  • 9.
    Clarify expectations andscope for workshop
  • 10.
  • 11.
  • 12.
    Confirm agenda &attendeesWorkshop PreparationWorkshopFacilitation2 x 6 hour workshops over two days
  • 13.
    Confirm sessions forgroup work v group discussion